Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?

Oak Valley Bancorp Ownership Summary

Oak Valley Bancorp is owned by 22.34% institutional investors, 18.63% insiders, and 59.02% 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	22.34%	18.63%	59.02%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	475.62K	5.77%	$13.40M
Blackrock	434.10K	5.29%	$10.84M
Vanguard group	404.42K	4.91%	$11.39M
Siena capital partners gp	358.59K	4.35%	$10.10M
Fourthstone	165.86K	2.01%	$4.67M
Geode capital management	160.46K	1.95%	$4.52M
Cresset asset management	140.29K	1.70%	$3.95M
Dimensional fund advisors lp	133.85K	1.62%	$3.77M
State street	98.42K	1.19%	$2.77M
Bridgeway capital management	85.32K	1.03%	$2.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	358.59K	2.89%	$10.10M
Fourthstone	165.86K	0.84%	$4.67M
Bridgeway capital management	85.32K	0.05%	$2.40M
Rbf capital	30.00K	0.04%	$845.10K
Seizert capital partners	14.19K	0.02%	$399.76K
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%	$637.07K
Cetera investment advisers	45.37K	0.00%	$1.28M
Los angeles capital management	11.72K	0.00%	$330.15K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	434.10K	0.00%	56.53K
Blackrock funding, inc. /de	475.62K	0.00%	24.97K
Fourthstone	165.86K	0.84%	24.46K
Goldman sachs group	35.91K	0.00%	21.29K
Martingale asset management l p	11.57K	0.01%	11.57K

Top Sellers

Holder	Shares	% Assets	Change
M3f	-	-	-113.84K
Valmark advisers	-	-	-60.01K
Banc funds	-	-	-43.82K
Kestra advisory services	-	-	-21.12K
First trust advisors lp	-	-	-18.58K

New Positions

Holder	Shares	% Assets	Change	Value
Martingale asset management l p	11.57K	0.01%	11.57K	$325.96M
Acadian asset management	2.79K	0.00%	2.79K	$76.00K
Srs capital advisors	1.12K	0.00%	1.12K	$31.52K
Advisor group	1.02K	-	1.02K	$28.73K
Russell investments group	566.00	-	566.00	$15.94K

Sold Out

Holder	Change
Innealta capital	-1.00
Nisa investment advisors	-8.00
Coldstream capital management	-32.00
Capital performance advisors llp	-32.00
Covestor	-36.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	57	1.79%	2,671,072	1.25%	32	3.15%	28	-9.68%	16	33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	240.22K	2.87%	-
Vanguard Total Stock Mkt Idx Inv	235.04K	2.80%	-5.18K
iShares Russell 2000 ETF	172.66K	2.06%	-
Fidelity Low-Priced Stock	85.06K	1.01%	-29.94K
Vanguard Institutional Extnd Mkt Idx Tr	76.84K	0.92%	-40.51K
Fidelity Small Cap Index	69.58K	0.83%	1.51K
iShares Russell 2000 Value ETF	59.33K	0.71%	-
Fidelity Global Intrinsic Value Cl F5	50.00K	0.60%	-
Fidelity Extended Market Index	36.02K	0.43%	-296.00
Bridgeway Ultra-Small Company	35.66K	0.43%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2025	LAFFERTY ALLISON	-	Buy	$2.84K
Nov 25, 2025	LAFFERTY ALLISON	-	Buy	$2.07K
Nov 25, 2025	LAFFERTY ALLISON	-	Buy	$2.97K
Nov 25, 2025	LAFFERTY ALLISON	-	Buy	$5.85K
Nov 25, 2025	LAFFERTY ALLISON	-	Buy	$28.32

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	7	1
2025 Q3	9	3
2025 Q2	9	39
2025 Q1	7	57
2024 Q3	3	-

OVLY Ownership FAQ

Who Owns Oak Valley Bancorp?

Oak Valley Bancorp shareholders are primarily institutional investors at 22.34%, followed by 18.63% insiders and 59.03% retail investors. The average institutional ownership in Oak Valley Bancorp's industry, Regional Banks Stocks, is 38.26%, which Oak Valley Bancorp falls below.

Who owns the most shares of Oak Valley Bancorp?

Oak Valley Bancorp’s largest shareholders are Blackrock funding, inc. /de (475.62K shares, 5.77%), Blackrock (434.1K shares, 5.29%), and Vanguard group (404.42K shares, 4.91%). Together, they hold 15.96% 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 2.89% of its assets in 358.59K Oak Valley Bancorp shares, valued at 10.1M$.

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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