Ranked by reported Q1 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. | 6.7M | $121.5M | -5.2% | 11.731% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $61.5M | +5.5% | 5.939% | 0.01% |
| 3 | STATE STREET CORP | 2.9M | $52.0M | +58.6% | 5.021% | 0.00% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 2.6M | $46.8M | -20.5% | 4.521% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $43.8M | β | 4.228% | 0.00% |
| 6 | Invesco Ltd. | 2.0M | $36.0M | -0.1% | 3.478% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1.6M | $28.4M | +183.9% | 2.740% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $25.4M | -0.7% | 2.456% | 0.00% |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.4M | $25.0M | +15.1% | 2.410% | 0.57% |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.2M | $22.2M | -5.5% | 2.140% | 0.01% |
| 11 | ENDEAVOUR CAPITAL ADVISORS INC | 1.1M | $20.4M | +41.0% | 1.966% | 4.62% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846K | $15.3M | +1.0% | 1.474% | 0.00% |
| 13 | MIRABELLA FINANCIAL SERVICES LLP | 799K | $14.4M | β | 1.392% | 1.37% |
| 14 | MetLife Investment Management, LLC | 718K | $13.0M | +0.1% | 1.251% | 0.07% |
| 15 | GOLDMAN SACHS GROUP INC | 698K | $12.6M | +120.6% | 1.217% | 0.00% |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 691K | $12.5M | -1.8% | 1.204% | 0.04% |
| 17 | STRATEGIC VALUE BANK PARTNERS LLC | 627K | $11.3M | β | 1.093% | 6.08% |
| 18 | Nuveen, LLC | 622K | $11.2M | +0.8% | 1.084% | 0.00% |
| 19 | CANYON CAPITAL ADVISORS LLC | 613K | $11.1M | β | 1.068% | 1.43% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 571K | $10.3M | β | 0.994% | 0.00% |
| 21 | AMERIPRISE FINANCIAL INC | 550K | $9.9M | -3.0% | 0.958% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 534K | $9.6M | +656.7% | 0.931% | 0.00% |
| 23 | NORTHERN TRUST CORP | 502K | $9.1M | +4.3% | 0.874% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 494K | $8.9M | +16.1% | 0.860% | 0.00% |
| 25 | ROYCE & ASSOCIATES LP | 485K | $8.7M | -64.5% | 0.844% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OCFC β a direct measure of their conviction.
Filings activity in OCFC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 199 | +8.2% | 75.00% | +5.42 pp | $801M | +7.8% |
| Q4 2025 | 184 | 0.5% | 69.58% | +2.16 pp | $743M | +3.2% |
| Q3 2025 | 185 | 2.6% | 67.42% | +0.98 pp | $720M | +1.5% |
| Q2 2025 | 190 | 7.3% | 66.44% | +1.91 pp | $709M | +3.0% |
| Q1 2025 | 205 | +5.7% | 64.53% | 3.36 pp | $689M | 5.0% |
| Q4 2024 | 194 | +1.0% | 67.89% | +0.34 pp | $725M | +0.5% |
| Q3 2024 | 192 | +5.5% | 67.55% | +8.91 pp | $721M | +15% |
| Q2 2024 | 182 | β | 58.64% | β | $626M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OCFC stock.
Based on Q1 2026 13F filings, institutional ownership of OceanFirst Financial Corp. stands at 75.0%, held across 199 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OCFC, with approximately 6,733,554 shares worth $0.12B as of Q1 2026.
Yes β 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 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in OCFC during Q1 2026, while 24 fully exited. 102 added to existing positions and 55 trimmed.
OCFC institutional ownership rose by 5.42 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 57.8% of all reported 13F value in OCFC, and the top 25 account for 80.0%.
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