Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?
Oak Valley Bancorp Ownership Summary
Oak Valley Bancorp is owned by 18.73% institutional investors, 18.63% insiders, and 62.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.77% of OVLY shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.87% of its assets in Oak Valley Bancorp shares.
OVLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oak Valley Bancorp | 18.73% | 18.63% | 62.64% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 475.37K | 5.77% | $14.29M |
| Blackrock | 434.10K | 5.29% | $10.84M |
| Vanguard group | 402.63K | 4.88% | $12.10M |
| Siena capital partners gp | 323.19K | 3.92% | $9.72M |
| Fourthstone | 305.40K | 3.70% | $9.18M |
| Geode capital management | 159.58K | 1.94% | $4.80M |
| Dimensional fund advisors lp | 142.28K | 1.72% | $4.28M |
| Cresset asset management | 140.29K | 1.70% | $3.95M |
| State street | 99.22K | 1.20% | $2.98B |
| Bridgeway capital management | 85.32K | 1.03% | $2.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 323.19K | 2.61% | $9.72M |
| Fourthstone | 305.40K | 1.72% | $9.18M |
| Bridgeway capital management | 85.32K | 0.05% | $2.40M |
| Rbf capital | 30.00K | 0.04% | $845.10K |
| Seizert capital partners | 14.19K | 0.02% | $426.58K |
| Legato capital management | 6.90K | 0.02% | $207.32K |
| Cresset asset management | 140.29K | 0.01% | $3.95M |
| Martingale asset management l p | 11.57K | 0.01% | $325.96M |
| Empowered funds | 22.61K | 0.01% | $679.81K |
| Cetera investment advisers | 45.37K | 0.00% | $1.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 305.40K | 1.72% | 139.54K |
| Blackrock | 434.10K | 0.00% | 56.53K |
| Martingale asset management l p | 11.57K | 0.01% | 11.57K |
| Dimensional fund advisors lp | 142.28K | 0.00% | 8.43K |
| Fmr | 27.75K | - | 7.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -113.84K |
| Valmark advisers | - | - | -60.01K |
| Banc funds | - | - | -43.82K |
| Siena capital partners gp | 323.19K | 2.61% | -35.41K |
| Kestra advisory services | - | - | -21.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Martingale asset management l p | 11.57K | 0.01% | 11.57K | $325.96M |
| Legato capital management | 6.90K | 0.02% | 6.90K | $207.32K |
| Advisor group | 1.02K | - | 1.02K | $28.73K |
| Russell investments group | 566.00 | - | 566.00 | $15.94K |
| Optiver b.v. | 104.00 | - | 104.00 | $2.93K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Clearstead advisors | -4.00 |
| Nisa investment advisors | -8.00 |
| Coldstream capital management | -32.00 |
| Capital performance advisors llp | -32.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 37 | -48.61% | 1,545,152 | -41.35% | 18 | 1.83% | 12 | -67.57% | 15 | 15.38% |
| Sep 30, 2025 | 36 | -46.27% | 1,842,270 | -31.03% | 22 | 2.13% | 17 | -39.29% | 5 | -77.27% |
| Jun 30, 2025 | 67 | - | 2,670,957 | -0.11% | 32 | 3.07% | 28 | -3.45% | 22 | 29.41% |
| Mar 31, 2025 | 67 | 8.06% | 2,673,985 | -1.58% | 32 | 2.97% | 29 | 3.57% | 17 | - |
| Dec 31, 2024 | 27 | -52.63% | 1,114,379 | -58.28% | 13 | 1.28% | 14 | -50.00% | 6 | -62.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 240.22K | 2.87% | - |
| Vanguard Total Stock Mkt Idx Inv | 234.40K | 2.79% | - |
| iShares Russell 2000 ETF | 173.22K | 2.07% | 173.22K |
| Fidelity Low-Priced Stock | 85.06K | 1.01% | -29.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.09K | 0.91% | - |
| Fidelity Small Cap Index | 69.40K | 0.83% | -83.00 |
| iShares Russell 2000 Value ETF | 57.22K | 0.68% | 57.22K |
| Fidelity Global Intrinsic Value Cl F5 | 50.00K | 0.60% | - |
| Bridgeway Ultra-Small Company | 35.66K | 0.43% | - |
| Fidelity Extended Market Index | 35.58K | 0.42% | -259.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 27, 2026 | LAFFERTY ALLISON | - | Buy | $10.47K |
| Feb 27, 2026 | LAFFERTY ALLISON | - | Buy | $6.03K |
| Feb 13, 2026 | WITHROW TERRANCE P | - | Buy | $9.99K |
| Feb 13, 2026 | Haidlen Erich A | - | Buy | $5.92K |
| Feb 13, 2026 | Haidlen Erich A | - | Buy | $2.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 5 | 1 |
| 2025 Q4 | 7 | 2 |
| 2025 Q3 | 9 | 3 |
| 2025 Q2 | 9 | 39 |
| 2025 Q1 | 7 | 57 |
OVLY Ownership FAQ
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