Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OCFC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.9M | $194.1M | +47.6% | 16.487% | 0.00% |
| 2 | WARBURG PINCUS LLC | 9.6M | $187.0M | — | 15.881% | 100.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $89.6M | +34.6% | 7.613% | 0.02% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 4.1M | $80.3M | +58.5% | 6.824% | 0.01% |
| 5 | STATE STREET CORP | 3.9M | $75.6M | +34.2% | 6.418% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $71.7M | +51.3% | 6.092% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 2.4M | $47.0M | +53.0% | 3.991% | 0.03% |
| 8 | Invesco Ltd. | 2.4M | $46.7M | +19.8% | 3.966% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $43.0M | +56.1% | 3.651% | 0.00% |
| 10 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.5M | $29.6M | +9.7% | 2.517% | 0.59% |
| 11 | ENDEAVOUR CAPITAL ADVISORS INC | 1.3M | $26.3M | +19.4% | 2.235% | 5.40% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3M | $25.3M | +87.4% | 2.149% | 0.07% |
| 13 | MIRABELLA FINANCIAL SERVICES LLP | 1.3M | $25.2M | +61.8% | 2.144% | 2.41% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.2M | $23.2M | -3.3% | 1.971% | 0.01% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $21.0M | +27.1% | 1.784% | 0.00% |
| 16 | Nuveen, LLC | 913K | $17.8M | +46.7% | 1.515% | 0.00% |
| 17 | GAMCO INVESTORS, INC. ET AL | 863K | $16.9M | +443.0% | 1.432% | 0.15% |
| 18 | JPMORGAN CHASE & CO | 833K | $16.3M | +30.4% | 1.381% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 796K | $15.5M | +14.0% | 1.320% | 0.00% |
| 20 | NORTHERN TRUST CORP | 791K | $15.5M | +57.6% | 1.312% | 0.00% |
| 21 | UBS Group AG | 779K | $15.2M | +511.1% | 1.291% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 762K | $14.9M | +33.6% | 1.265% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 730K | $14.3M | +81.3% | 1.211% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 656K | $12.8M | +22.8% | 1.088% | 0.00% |
| 25 | Bank of New York Mellon Corp | 645K | $12.6M | +37.2% | 1.069% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OCFC — a direct measure of their conviction.
Filings activity in OCFC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 229 | +13% | 133.44% | +50.21 pp | $1.45B | +77% |
| Q1 2026 | 203 | +9.7% | 83.23% | +9.82 pp | $822M | +11% |
| Q4 2025 | 185 | +0.0% | 73.41% | +1.00 pp | $743M | +3.2% |
| Q3 2025 | 185 | 2.6% | 72.41% | +0.72 pp | $720M | +1.5% |
| Q2 2025 | 190 | 7.3% | 71.69% | +0.73 pp | $709M | +3.0% |
| Q1 2025 | 205 | +5.7% | 70.96% | +1.13 pp | $689M | 5.0% |
| Q4 2024 | 194 | +1.0% | 69.83% | +1.47 pp | $725M | +0.5% |
| Q3 2024 | 192 | — | 68.36% | — | $721M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OCFC stock.
Based on Q2 2026 13F filings, institutional ownership of OceanFirst Financial Corp. stands at 133.4%, held across 229 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OCFC, with approximately 9,940,366 shares worth $0.19B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OCFC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for OCFC is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in OCFC during Q2 2026, while 19 fully exited. 153 added to existing positions and 25 trimmed.
OCFC institutional ownership rose by 50.21 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 59.5% of all reported 13F value in OCFC, and the top 25 account for 78.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
OceanFirst Financial Corp. (OCFC) Institutional Ownership