Who Owns Oak Valley Bancorp (CA) Stock?
NASDAQ: OVLYFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 36.05%
- Held by insiders
- 15.18%
- Institutional holders
- 127
- Institutions 36.1%
- Insiders 15.2%
- Public and other 48.8%
Who owns Oak Valley Bancorp (CA) stock?
Institutional investors own about 36.1% of Oak Valley Bancorp (CA)'s shares, spread across 127 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 15.18% of OVLY.
The largest institutional holders are Blackrock Inc. (6.08%), Vanguard Capital Management LLC (3.52%) and Siena Capital Partners GP, LLC (3.14%). Together, the top 10 institutions control 23.1% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their OVLY positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OVLY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 511.15K | 6.08% | +19.6% |
| Vanguard Capital Management LLC | 296.20K | 3.52% | -7.0% |
| Siena Capital Partners GP, LLC | 263.85K | 3.14% | -18.4% |
| Dimensional Fund Advisors LP | 189.03K | 2.25% | +19.5% |
| Geode Capital Management, LLC | 176.15K | 2.09% | +12.7% |
| Cresset Asset Management, LLC | 140.28K | 1.67% | 0.0% |
| State Street Corporation | 130.53K | 1.55% | +23.0% |
| American Century Companies Inc | 99.56K | 1.18% | +341.9% |
| Renaissance Technologies, LLC | 73.97K | 0.88% | +109.1% |
| Goldman Sachs Group Inc | 65.84K | 0.78% | +38.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OVLY
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 213.80K | 2.54% |
| iShares Trust-iShares Russell 2000 ETF | 194.55K | 2.31% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 126.45K | 1.50% |
| iShares Trust-iShares Russell 2000 Value ETF | 78.10K | 0.93% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 76.82K | 0.91% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 75.82K | 0.90% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | 35.66K | 0.42% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 35.22K | 0.42% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 32.17K | 0.38% |
| First TRT Exch-Trd Fd.-First TRT Dow Jones Select MicroCap Index Fd. | 29.79K | 0.35% |
Frequently asked questions
Who is the largest shareholder of Oak Valley Bancorp (CA)?
Blackrock Inc. is the largest institutional shareholder of OVLY, owning 6.08% of shares outstanding (511.15K shares) as of its latest 13F filing.
What percentage of Oak Valley Bancorp (CA) is owned by institutions?
Institutions own about 36.1% of OVLY shares and 42.5% of the public float.
How much of Oak Valley Bancorp (CA) do insiders own?
Insiders, such as officers and directors, own about 15.18% of OVLY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.