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OceanFirst Financial Ownership | Who Owns OceanFirst Financial?

OverviewForecastRevenueFinancialsChartTranscripts

OceanFirst Financial Ownership Summary

OceanFirst Financial is owned by 69.15% institutional investors, 3.08% insiders, and 27.77% retail investors. Blackrock is the largest institutional shareholder, holding 14.13% of OCFC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.06% of its assets in OceanFirst Financial shares.

OCFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOceanFirst Financial69.15%3.08%27.77%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.30M14.13%$131.96M
Blackrock funding, inc. /de8.06M13.89%$145.98M
Vanguard group3.45M5.95%$62.53M
Dimensional fund advisors lp3.23M5.56%$58.44M
State street1.73M2.95%$27.55M
Invesco1.68M2.89%$30.32M
Gw&k investment management1.47M2.52%$26.52M
Geode capital management1.40M2.42%$25.39M
Boston partners1.34M2.29%$21.65M
American century companies1.21M2.08%$21.88M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors652.15K3.76%$11.80M
Addison capital143.59K1.03%$2.60M
Mesirow institutional investment management697.79K0.97%$12.63M
Mendon capital advisors50.00K0.45%$905.00K
Systematic financial management lp964.65K0.44%$17.46M
Eagle wealth strategies30.01K0.39%$543.26K
Pinnacle51.24K0.35%$927.44K
Sykon capital50.70K0.32%$917.67K
Foundry partners303.79K0.28%$5.50M
Gw&k investment management1.47M0.23%$26.52M

Top Buyers

HolderShares% AssetsChange
Blackrock8.30M0.00%556.15K
Foundry partners303.79K0.28%289.23K
Verition fund management262.85K0.02%262.85K
Mesirow institutional investment management697.79K0.97%178.76K
Basswood capital management148.89K0.16%148.89K

Top Sellers

HolderShares% AssetsChange
First trust advisors lp51.82K0.00%-188.74K
Lsv asset management318.71K0.01%-172.31K
Endeavour capital advisors652.15K3.76%-148.38K
Morgan stanley314.00K0.00%-127.89K
Jpmorgan chase1.14M0.00%-102.51K

New Positions

HolderShares% AssetsChangeValue
Verition fund management262.85K0.02%262.85K$4.76M
Basswood capital management148.89K0.16%148.89K$2.69M
Third avenue management60.86K0.21%60.86K$1.10M
Ieq capital24.64K0.00%24.64K$446.02K
Mackenzie financial23.88K0.00%23.88K$215.14K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-11.00
Advisornet financial-65.00
Mather group, llc.-210.00
Park place capital-244.00
Allspring global investments-677.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024186-5.10%40,152,623-4.16%691.33%89-4.30%61-3.17%
Sep 30, 20241965.38%41,895,790-1.36%721.38%931.09%6310.53%
Jun 30, 2024183-7.11%42,444,4980.65%721.40%90-10.89%56-1.75%
Mar 31, 20241975.91%42,170,7111.11%711.43%1012.02%571.79%
Dec 31, 2023186-41,706,1640.66%701.44%9912.50%56-11.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.78M3.06%-
Vanguard Total Stock Mkt Idx Inv1.75M2.99%-
iShares Russell 2000 ETF1.51M2.59%-13.14K
Avantis US Small Cap Value ETF1.10M1.87%880.00
BlackRock Advantage Small Cap Core Instl966.46K1.65%75.30K
Vanguard Institutional Extnd Mkt Idx Tr879.82K1.50%1.29K
Invesco Main Street Small Cap R6689.37K1.18%25.69K
DFA US Small Cap Value I682.72K1.17%13.96K
Invesco Small Cap Core663.68K1.13%-
Fidelity Small Cap Index559.71K0.96%-10.48K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024Murphy Joseph M. Jr.-Sell$30.05K
May 02, 2024Schaeffer Brian EVP & CIO, OceanFirst BankSell$54.22K
Mar 05, 2024ESTEP MICHELE B EVP & CAO, OceanFirst BankSell$102.59K
Mar 05, 2024Lebel Joseph III President and COOSell$126.85K
Mar 05, 2024Maher Christopher Chairman and CEOSell$159.62K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4-1
2024 Q2-1
2024 Q1-7
2023 Q43-

OCFC Ownership FAQ

Who Owns OceanFirst Financial?

OceanFirst Financial shareholders are primarily institutional investors at 69.15%, followed by 3.08% insiders and 27.77% retail investors. The average institutional ownership in OceanFirst Financial's industry, Regional Banks Stocks, is 42.21%, which OceanFirst Financial exceeds.

Who owns the most shares of OceanFirst Financial?

OceanFirst Financial’s largest shareholders are Blackrock (8.3M shares, 14.13%), Blackrock funding, inc. /de (8.06M shares, 13.89%), and Vanguard group (3.45M shares, 5.95%). Together, they hold 33.97% of OceanFirst Financial’s total shares outstanding.

Does Blackrock own OceanFirst Financial?

Yes, BlackRock owns 14.13% of OceanFirst Financial, totaling 8.3M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 131.96M$. In the last quarter, BlackRock increased its holdings by 556.15K shares, a 7.18% change.

Who is OceanFirst Financial’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is OceanFirst Financial’s biggest shareholder by percentage of total assets invested, with 3.76% of its assets in 652.15K OceanFirst Financial shares, valued at 11.8M$.

Who is the top mutual fund holder of OceanFirst Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of OceanFirst Financial shares, with 3.06% of its total shares outstanding invested in 1.78M OceanFirst Financial shares.

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