Oak Valley Bancorp - OVLY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 475,369 | 14,289 | 0.0% | 0.0% | 1 | -252 | -0.05% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 402,627 | 12,102 | 0.0% | 0.0% | 2 | -1,795 | -0.44% | Q4 2025 | Jan 29, 2026 |
| Siena Capital Partners GP, LLC | History | Reduced | 323,187 | 9,715 | 2.61% | 2.89% | 3 | -35,406 | -9.87% | Q4 2025 | Feb 11, 2026 |
| Fourthstone LLC | History | Added to | 305,401 | 9,180 | 1.72% | 0.84% | 4 | +139,545 | 84.14% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 159,581 | 4,797 | 0.0% | 0.0% | 5 | -882 | -0.55% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 142,280 | 4,276 | 0.0% | 0.0% | 6 | +8,429 | 6.3% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 140,282 | 4,216 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 99,225 | 2,982 | 0.0% | 0.0% | 8 | +806 | 0.82% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 58,279 | 1,751 | 0.04% | 0.05% | 9 | -27,037 | -31.69% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 45,003 | 1,352 | 0.0% | 0.0% | 10 | -362 | -0.8% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 44,859 | 1,348 | 0.0% | 0.0% | 11 | -4,536 | -9.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,897 | 1,289 | 0.0% | 0.0% | 12 | +6,985 | 19.45% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 32,712 | 983 | 0.0% | 0.0% | 13 | +4,960 | 17.87% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 30,772 | 925 | 0.0% | 0.0% | 14 | +2,369 | 8.34% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 901 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 28,594 | 859 | 0.0% | 0.0% | 16 | +931 | 3.37% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 24,773 | 744 | 0.0% | 0.0% | 17 | -200 | -0.8% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 23,513 | 716 | 0.0% | 0.0% | 18 | +2,138 | 10.0% | Q4 2025 | Mar 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,133 | 635 | 0.0% | 0.0% | 19 | -7,463 | -26.1% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 21,044 | 632 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 19,865 | 597 | 0.0% | 0.0% | 21 | -1,168 | -5.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,084 | 573 | 0.0% | 0.0% | 22 | +2,755 | 16.87% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,063 | 573 | 0.0% | 0.0% | 23 | +1,582 | 9.05% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 17,129 | 514 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 16,016 | 481 | 0.0% | 0.0% | 25 | -139 | -0.86% | Q4 2025 | Feb 10, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 14,191 | 426 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 13,775 | 414 | 0.0% | 0.0% | 27 | +1,300 | 10.42% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 12,971 | 389 | 0.01% | 0.01% | 28 | +1,400 | 12.1% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,667 | 350 | 0.0% | 0.0% | 29 | +2,423 | 26.21% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 11,452 | 344 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,424 | 343 | 0.0% | 0.0% | 31 | -5,463 | -32.35% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,720 | 322 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 8,606 | 258 | 0.0% | 0.0% | 33 | -1,590 | -15.59% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,224 | 217 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,101 | 213 | 0.0% | 0.0% | 35 | -543 | -7.1% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | New | 6,897 | 207 | 0.02% | — | 36 | +6,897 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 6,768 | 203 | 0.0% | 0.0% | 37 | -1,607 | -19.19% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 5,085 | 152 | 0.0% | 0.0% | 38 | +2,298 | 82.45% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,008 | 120 | 0.0% | 0.0% | 39 | -1,989 | -33.17% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,021 | 120 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,539 | 106 | 0.0% | 0.0% | 41 | -118 | -3.23% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 3,346 | 101 | 0.0% | 0.0% | 42 | +66 | 2.01% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,241 | 97 | 0.0% | 0.0% | 43 | +7 | 0.22% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,872 | 86 | 0.0% | 0.0% | 44 | +164 | 6.06% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,172 | 65 | 0.0% | — | 45 | +2,172 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,057 | 61 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,401 | 42 | 0.0% | — | 47 | +1,401 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,370 | 41 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,038 | 31 | 0.0% | — | 49 | +1,038 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 735 | 22 | 0.0% | 0.0% | 50 | +169 | 29.86% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 634 | 19 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 556 | 16 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 419 | 12 | 0.0% | 0.0% | 53 | -75 | -15.18% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 403 | 12 | 0.0% | 0.0% | 54 | -39 | -8.82% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 394 | 11 | 0.0% | 0.0% | 55 | -78 | -16.53% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 215 | 6 | 0.0% | 0.0% | 56 | -12 | -5.29% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 164 | 4 | 0.0% | 0.0% | 57 | -675 | -80.45% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 135 | 4 | 0.0% | 0.0% | 58 | -10 | -6.9% | Q4 2025 | Jan 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 87 | 3 | 0.0% | 0.0% | 59 | -1 | -1.14% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 104 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 82 | 2 | 0.0% | 0.0% | 61 | +1 | 1.23% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 26 | 1 | 0.0% | — | 62 | +11 | 73.33% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -389 | -97.49% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2 | 0 | — | 0.0% | — | -116 | -98.31% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 25 | 0 | — | — | — | +6 | 31.58% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Jan 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |