OceanFirst Financial Ownership | Who Owns OceanFirst Financial?
OceanFirst Financial Ownership Summary
OceanFirst Financial is owned by 72.15% institutional investors, 3.25% insiders, and 24.60% retail investors. Blackrock is the largest institutional shareholder, holding 14.13% of OCFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.06% of its assets in OceanFirst Financial shares.
OCFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OceanFirst Financial | 72.15% | 3.25% | 24.60% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.30M | 14.13% | $131.96M |
| Vanguard group | 3.53M | 6.01% | $56.12M |
| Dimensional fund advisors lp | 3.18M | 5.42% | $50.59M |
| State street | 1.73M | 2.95% | $27.55M |
| Gw&k investment management | 1.57M | 2.67% | $24.97M |
| Invesco | 1.56M | 2.66% | $24.86M |
| Geode capital management | 1.39M | 2.37% | $22.15M |
| Boston partners | 1.34M | 2.29% | $21.65M |
| Nuveen asset management | 1.29M | 2.19% | $20.47M |
| Goldman sachs group | 1.26M | 2.14% | $19.98M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 670.32K | 3.71% | $10.65M |
| Addison capital | 156.48K | 1.08% | $2.49M |
| Eagle wealth strategies | 52.55K | 0.68% | $835.00K |
| Mendon capital advisors | 75.00K | 0.66% | $1.19M |
| Systematic financial management lp | 827.99K | 0.40% | $13.16M |
| Ejf capital | 28.72K | 0.34% | $456.36K |
| Pinnacle | 51.41K | 0.33% | $816.87K |
| Keeley-teton advisors | 118.33K | 0.24% | $1.88M |
| Gw&k investment management | 1.57M | 0.23% | $24.97M |
| Corbyn investment management inc/md | 30.01K | 0.20% | $476.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 8.30M | 0.00% | 556.15K |
| Royce & associates lp | 510.24K | 0.08% | 510.24K |
| American century companies | 956.32K | 0.01% | 164.63K |
| Aqr capital management | 807.28K | 0.02% | 158.59K |
| Wellington management group llp | 157.57K | 0.00% | 157.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | - | - | -206.65K |
| Nuveen asset management | 1.29M | 0.01% | -171.04K |
| Goldman sachs group | 1.26M | 0.00% | -137.11K |
| Morgan stanley | 314.00K | 0.00% | -127.89K |
| Dimensional fund advisors lp | 3.18M | 0.01% | -107.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royce & associates lp | 510.24K | 0.08% | 510.24K | $8.11M |
| Corebridge financial | 30.95K | 0.00% | 30.95K | $491.78K |
| Mirae asset global etfs | 29.29K | 0.00% | 29.29K | $465.36K |
| Sg americas securities | 27.78K | 0.00% | 27.78K | $441.00K |
| Belvedere trading | 7.59K | 0.00% | 7.59K | $120.54K |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -10.00 |
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Huntington national bank | -21.00 |
| Allworth financial lp | -21.00 |
| Advisornet financial | -65.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 196 | 5.38% | 41,895,790 | -1.36% | 72 | 1.38% | 93 | 1.09% | 63 | 10.53% |
| Jun 30, 2024 | 183 | -7.11% | 42,444,498 | 0.65% | 72 | 1.40% | 90 | -10.89% | 56 | -1.75% |
| Mar 31, 2024 | 197 | 5.91% | 42,170,711 | 1.11% | 71 | 1.43% | 101 | 2.02% | 57 | 1.79% |
| Dec 31, 2023 | 186 | - | 41,706,164 | 0.66% | 70 | 1.44% | 99 | 12.50% | 56 | -11.11% |
| Sep 30, 2023 | 186 | 7.51% | 41,431,952 | -0.83% | 70 | 1.40% | 88 | 22.22% | 63 | -3.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.79M | 3.06% | 2.62K |
| iShares Russell 2000 ETF | 1.67M | 2.85% | -3.47K |
| Avantis US Small Cap Value ETF | 964.06K | 1.65% | 2.73K |
| BlackRock Advantage Small Cap Core Instl | 889.90K | 1.52% | -1.61K |
| Vanguard Institutional Extnd Mkt Idx Tr | 853.72K | 1.46% | -2.70K |
| Invesco Small Cap Core | 663.68K | 1.14% | 18.73K |
| Invesco Main Street Small Cap R6 | 663.68K | 1.14% | - |
| DFA US Small Cap Value I | 625.44K | 1.07% | 11.56K |
| iShares Russell 2000 Value ETF | 596.90K | 1.02% | 770.00 |
| Fidelity Small Cap Index | 585.82K | 1.00% | -6.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Murphy Joseph M. Jr. | - | Sell | $30.05K |
| May 02, 2024 | Schaeffer Brian | EVP & CIO, OceanFirst Bank | Sell | $54.22K |
| Mar 05, 2024 | ESTEP MICHELE B | EVP & CAO, OceanFirst Bank | Sell | $102.59K |
| Mar 05, 2024 | Lebel Joseph III | President and COO | Sell | $126.85K |
| Mar 05, 2024 | Maher Christopher | Chairman and CEO | Sell | $159.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 7 |
| 2023 Q4 | 3 | - |
| 2023 Q3 | - | - |
OCFC Ownership FAQ
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