Oak Valley Bancorp
Oak Valley Bancorp (OVLY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OVLY · as of Sep 30, 2025
Ownership Breakdown
73
Institutional Holders
▲ 5 vs Q2
$74.22M
Total Inst. Value
▲ $1.46M vs Q2
8.41M
Shares Outstanding
freeFloat 83.57%
2.63M
13F Shares Held
▼ 36,191 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OVLY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. state commercial banks | 475.6K | 5.77% | 5.77% | $13.40B | Nov 12, 2025 | ▲ 25.0K |
VANGUARD GROUP INC state commercial banks | 404.4K | 4.91% | 4.91% | $11.39B | Nov 7, 2025 | ▼ 8.3K |
SIENA CAPITAL PARTNERS GP, LLC state commercial banks | 358.6K | 4.35% | 4.35% | $10.10B | Nov 12, 2025 | — held |
FOURTHSTONE LLC state commercial banks | 165.9K | 2.01% | 2.01% | $4.67B | Nov 14, 2025 | ▲ 24.5K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 160.5K | 1.95% | 1.95% | $4.52B | Nov 12, 2025 | ▼ 959 |
CRESSET ASSET MANAGEMENT, LLC state commercial banks | 140.3K | 1.70% | 1.70% | $3.95B | Jan 22, 2026 | — held |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 133.9K | 1.62% | 1.62% | $3.77B | Nov 12, 2025 | ▲ 4.7K |
STATE STREET CORP state commercial banks | 98.4K | 1.19% | 1.19% | $2.77B | Nov 14, 2025 | ▼ 455 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC state commercial banks | 85.3K | 1.03% | 1.03% | $2.40B | Nov 14, 2025 | ▼ 5.9K |
NORTHERN TRUST CORP state commercial banks | 49.4K | 59.91% | 59.91% | $1.39B | Nov 14, 2025 | ▼ 2.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+124.8K shares4
New Positions
first time holders11
Decreased
−26.7K shares0
Sold Out
fully exitedNet shares change (top 50)
+98.1K
+124.8K / −26.7K
Net new holders
+16
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OVLY insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
1
Sell transactions
4.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
LAFFERTY ALLISON director | May 28, 2026 | Purchase | 87 | $33.44 | $2.9K | 8.7K | Form 4 ↗ |
Barton Don director | May 26, 2026 | Sale | 375 | $33.77 | $12.7K | 30.7K | Form 4 ↗ |
HOLDER H RANDOLPH JR director | May 12, 2026 | Purchase | 200 | $32.50 | $6.5K | 152.9K | Form 4 ↗ |
LAFFERTY ALLISON director | May 5, 2026 | Purchase | 180 | $33.19 | $6.0K | 8.6K | Form 4 ↗ |
Leonard Daniel J director | Apr 29, 2026 | Purchase | 375 | $33.00 | $12.4K | 62.6K | Form 4 ↗ |
Courtney Christopher M. CEO | Feb 27, 2026 | Award | 5,267 | — | — | 243.6K | Form 4 ↗ |
Courtney Christopher M. CEO | Dec 31, 2025 | I-Discretionary | 2,079 | — | — | 238.4K | Form 4 ↗ |
Ghan Cathy EVP Commercial Real Estate | Feb 27, 2026 | Award | 784 | — | — | 41.2K | Form 4 ↗ |
Ghan Cathy EVP Commercial Real Estate | Dec 31, 2025 | I-Discretionary | 1,306 | — | — | 41.2K | Form 4 ↗ |
Ghan Cathy EVP Commercial Real Estate | Feb 27, 2026 | Tax Withhold | 105 | — | — | 41.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Oak Valley Bancorp (OVLY) is primarily owned by institutional investors, who hold approximately 31.3% of total shares outstanding. Company insiders own approximately 16.43%, while retail and public investors account for the remaining 52.26%.
The largest institutional shareholder of Oak Valley Bancorp is BLACKROCK, INC., holding approximately 475,621 shares — equal to 5.77% of outstanding shares — as of September 30, 2025.
A total of 73 institutional investors currently hold OVLY stock, with a combined institutional value of approximately $74,222,348 as of the most recent 13F filing period.
Frequently asked questions
OVLY ownershipOak Valley Bancorp (OVLY) is primarily owned by institutional investors, who hold approximately 31.3% of shares. The largest shareholder is BLACKROCK, INC. with a 5.77% stake. Company insiders hold 16.43%. Data sourced from SEC Form 13F as of September 30, 2025.