67% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 3.23 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
67% buyers of institutions opening or closing positions this quarter
30.7% institutional ownership
Siena Capital Partners portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in OVLY across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OVLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 427K | $13.9M | -10.1% | 5.079% | 0.00% |
| 2 | Fourthstone LLC | 411K | $13.3M | +34.6% | 4.887% | 2.26% |
| 3 | Siena Capital Partners GP, LLC | 323K | $10.5M | 0.0% | 3.841% | 2.72% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 319K | $10.3M | — | 3.786% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 158K | $5.1M | +11.2% | 1.880% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 156K | $5.1M | -2.0% | 1.858% | 0.00% |
| 7 | Cresset Asset Management, LLC | 140K | $4.5M | 0.0% | 1.667% | 0.02% |
| 8 | STATE STREET CORP | 106K | $3.4M | +7.0% | 1.262% | 0.00% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 56K | $1.8M | -3.4% | 0.669% | 0.04% |
| 10 | NORTHERN TRUST CORP | 49K | $1.6M | +9.9% | 0.586% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 48K | $1.5M | +11.3% | 0.567% | 0.00% |
| 12 | Cetera Investment Advisers | 45K | $1.5M | +0.0% | 0.535% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 43K | $1.4M | — | 0.513% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39K | $1.3M | — | 0.469% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 35K | $1.1M | +42.8% | 0.421% | 0.00% |
| 16 | FMR LLC | 33K | $1.1M | +0.1% | 0.389% | 0.00% |
| 17 | RBF Capital, LLC | 30K | $973K | 0.0% | 0.357% | 0.05% |
| 18 | MORGAN STANLEY | 24K | $794K | -20.4% | 0.291% | 0.00% |
| 19 | Kestra Advisory Services, LLC | 24K | $763K | +1578.7% | 0.280% | 0.00% |
| 20 | AMERICAN CENTURY COMPANIES INC | 23K | $731K | +7.1% | 0.268% | 0.00% |
| 21 | HSBC HOLDINGS PLC | 22K | $701K | — | 0.256% | 0.00% |
| 22 | Empowered Funds, LLC | 21K | $669K | -8.8% | 0.245% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 20K | $636K | +2.9% | 0.233% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 19K | $626K | +1.2% | 0.230% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18K | $591K | -8.2% | 0.217% | 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 OVLY — a direct measure of their conviction.
Filings activity in OVLY during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 77 | +5.5% | 30.67% | +3.23 pp | $90M | +12% |
| Q4 2025 | 73 | +4.3% | 27.44% | +3.95 pp | $81M | +17% |
| Q3 2025 | 70 | +1.4% | 23.49% | +0.15 pp | $69M | +0.6% |
| Q2 2025 | 69 | +0.0% | 23.34% | +1.93 pp | $69M | +9.0% |
| Q1 2025 | 69 | +9.5% | 21.41% | 4.15 pp | $63M | 16% |
| Q4 2024 | 63 | +8.6% | 25.56% | +2.85 pp | $75M | +13% |
| Q3 2024 | 58 | +1.8% | 22.71% | +1.66 pp | $67M | +7.8% |
| Q2 2024 | 57 | — | 21.05% | — | $62M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for OVLY.
Quick answers to the most common questions about buying OVLY stock.
Based on Q1 2026 13F filings, institutional ownership of Oak Valley Bancorp stands at 30.7%, held across 77 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OVLY, with approximately 427,315 shares worth $0.01B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OVLY, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for OVLY is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in OVLY during Q1 2026, while 4 fully exited. 52 added to existing positions and 16 trimmed.
OVLY institutional ownership rose by 3.23 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 77.1% of all reported 13F value in OVLY, and the top 25 account for 93.0%.
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.