Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?

Oak Valley Bancorp Ownership Summary

Oak Valley Bancorp is owned by 35.95% institutional investors, 15.17% insiders, and 48.87% retail investors. Blackrock is the largest institutional shareholder, holding 5.29% 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	35.95%	15.17%	48.87%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	434.10K	5.29%	$10.84M
Blackrock funding, inc. /de	427.31K	5.18%	$13.86M
Vanguard group	402.63K	4.88%	$12.10M
Siena capital partners gp	323.19K	3.92%	$10.48M
Dimensional fund advisors lp	158.15K	1.92%	$5.13M
Geode capital management	156.34K	1.90%	$5.07M
Cresset asset management	140.28K	1.70%	$4.55M
State street	106.15K	1.29%	$3.44M
Bridgeway capital management	56.28K	0.68%	$1.83M
Northern trust	49.29K	0.60%	$1.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	323.19K	2.72%	$10.48M
Rbf capital	30.00K	0.05%	$972.90K
Bridgeway capital management	56.28K	0.04%	$1.83M
Seizert capital partners	14.19K	0.02%	$460.21K
Legato capital management	6.90K	0.02%	$223.67K
Cresset asset management	140.28K	0.02%	$4.55M
Martingale asset management l p	13.97K	0.01%	$452.92K
Rmb capital management	10.89K	0.01%	$353.20K
Empowered funds	20.61K	0.00%	$668.54K
Kestra advisory services	23.52K	0.00%	$762.73K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	434.10K	0.00%	56.53K
Vanguard fiduciary trust	43.18K	0.00%	43.18K
Kestra advisory services	23.52K	0.00%	22.12K
Dimensional fund advisors lp	158.15K	0.00%	15.87K
Rmb capital management	10.89K	0.01%	10.89K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-411.19K
M3f	-	-	-113.84K
Valmark advisers	-	-	-60.01K
Blackrock funding, inc. /de	427.31K	0.00%	-48.05K
Banc funds	-	-	-43.82K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	43.18K	0.00%	43.18K	$1.40M
Rmb capital management	10.89K	0.01%	10.89K	$353.20K
Vanguard global advisers	2.20K	-	2.20K	$71.38K
Advisor group	1.02K	-	1.02K	$28.73K

Sold Out

Holder	Change
Innealta capital	-1.00
Pnc financial services group	-2.00
Root financial partners	-3.00
Clearstead advisors	-4.00
Mai capital management	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	86	7.50%	2,974,254	6.04%	35	3.12%	56	51.35%	14	-36.36%
Mar 31, 2026	75	1.35%	2,784,961	2.12%	33	3.09%	35	20.69%	21	-22.22%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	240.22K	2.87%	-
Vanguard MStar Total Stk Mkt Idx Invest	213.80K	2.54%	-
Vanguard Total Stock Mkt Idx Inv	213.80K	2.54%	-20.60K
Vanguard Morn Total Stk Mkt Idx Investor	213.80K	2.54%	-20.60K
iShares Russell 2000 ETF	193.22K	2.30%	-3.46K
Avantis US Small Cap Value ETF	103.96K	1.24%	675.00
Fidelity Low-Priced Stock	85.06K	1.01%	-29.94K
BSF Systematic US Eq Abs Ret A2 USD	78.81K	0.94%	-
iShares Russell 2000 Value ETF	77.68K	0.92%	-
Vanguard Institutional Extnd Mkt Idx Tr	77.17K	0.92%	1.36K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 26, 2026	LAFFERTY ALLISON	-	Buy	$1.70K
Aug 26, 2026	LAFFERTY ALLISON	-	Buy	$30.86K
Aug 26, 2026	LAFFERTY ALLISON	-	Buy	$3.58K
Aug 26, 2026	LAFFERTY ALLISON	-	Buy	$2.30K
Aug 26, 2026	LAFFERTY ALLISON	-	Buy	$5.91K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	3	2
2026 Q2	4	2
2026 Q1	5	1
2025 Q4	7	2
2025 Q3	9	3

OVLY Ownership FAQ

Who Owns Oak Valley Bancorp?

Oak Valley Bancorp shareholders are primarily institutional investors at 35.95%, followed by 15.17% insiders and 48.88% retail investors. The average institutional ownership in Oak Valley Bancorp's industry, Regional Banks Stocks, is 56.79%, which Oak Valley Bancorp falls below.

Who owns the most shares of Oak Valley Bancorp?

Oak Valley Bancorp’s largest shareholders are Blackrock (434.1K shares, 5.29%), Blackrock funding, inc. /de (427.32K shares, 5.18%), and Vanguard group (402.63K shares, 4.88%). Together, they hold 15.35% of Oak Valley Bancorp’s total shares outstanding.

Does Blackrock own Oak Valley Bancorp?

Yes, BlackRock owns 5.29% of Oak Valley Bancorp, totaling 434.1K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.84M$. In the last quarter, BlackRock increased its holdings by 56.53K shares, a 14.97% change.

Who is Oak Valley Bancorp’s biggest shareholder by percentage of total assets invested?

Siena capital partners gp is Oak Valley Bancorp’s biggest shareholder by percentage of total assets invested, with 2.72% of its assets in 323.19K Oak Valley Bancorp shares, valued at 10.48M$.

Who is the top mutual fund holder of Oak Valley Bancorp shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Oak Valley Bancorp shares, with 2.87% of its total shares outstanding invested in 240.22K Oak Valley Bancorp shares.

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