DaveManuel.com · Institutional Ownership · Who Owns It
OCEANFIRST FINL CORP (OCFC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
233
Reporting holders
$1.6B
Reported value
83.2%
Of shares outstanding
0.0%
Calls
0.1%
Puts
+26
Holder change
Institutions report 80,410,755 shares against 96,645,219 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $194.1M | 9,940,366 | 0.00% | 8q | +47.6%+$62.6M |
| WARBURG PINCUS LLC | $187.0M | 9,574,639 | 100.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $89.6M | 4,589,658 | 0.02% | 31q | +34.6%+$23.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $80.3M | 4,114,069 | 0.01% | 9q | +58.5%+$29.7M |
| STATE STREET CORP | $75.6M | 3,869,335 | 0.00% | 31q | +34.2%+$19.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $71.7M | 3,672,693 | 0.00% | 2q | +51.3%+$24.3M |
| T. Rowe Price Investment Management, Inc. | $57.3M | 2,931,548 | 0.04% | 3q | +34.7%+$14.7M |
| TWO SIGMA INVESTMENTS, LP | $47.0M | 2,406,209 | 0.03% | 12q | +53.0%+$16.3M |
| Invesco Ltd. | $46.7M | 2,391,416 | 0.00% | 31q | +19.8%+$7.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $43.0M | 2,200,983 | 0.00% | 31q | +56.1%+$15.4M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $29.6M | 1,517,701 | 0.59% | 27q | +9.7%+$2.6M |
| ENDEAVOUR CAPITAL ADVISORS INC | $26.3M | 1,347,421 | 5.40% | 31q | +19.4%+$4.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $25.3M | 1,295,618 | 0.07% | 30q | +87.4%+$11.8M |
| MIRABELLA FINANCIAL SERVICES LLP | $25.2M | 1,292,641 | 2.41% | 2q | +61.8%+$9.6M |
| GW&K Investment Management, LLC | $23.6M | 1,209,716 | 0.18% | 31q | -1.2%-$294.5K |
| AMERICAN CENTURY COMPANIES INC | $23.2M | 1,188,360 | 0.01% | 17q | -3.3%-$787.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.0M | 1,075,612 | 0.00% | 31q | +27.1%+$4.5M |
| Nuveen, LLC | $17.8M | 913,179 | 0.00% | 6q | +46.7%+$5.7M |
| GAMCO INVESTORS, INC. ET AL | $16.9M | 863,433 | 0.15% | 26q | +443.0%+$13.8M |
| JPMORGAN CHASE & CO | $16.3M | 832,878 | 0.00% | 31q | +30.4%+$3.8M |
| GOLDMAN SACHS GROUP INC | $15.5M | 795,920 | 0.00% | 31q | +14.0%+$1.9M |
| NORTHERN TRUST CORP | $15.5M | 791,180 | 0.00% | 31q | +57.6%+$5.7M |
| UBS Group AG | $15.2M | 778,555 | 0.00% | 31q | +511.1%+$12.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14.9M | 762,479 | 0.00% | 2q | +33.6%+$3.7M |
| CSM Advisors, LLC | $14.3M | 734,313 | 0.31% | 5q | +129.0%+$8.1M |
| AQR CAPITAL MANAGEMENT LLC | $14.3M | 730,153 | 0.00% | 23q | +81.2%+$6.4M |
| CITADEL ADVISORS LLC | $12.8M incl. $403.1K options CALL | 635,527 | 0.00% | 31q | +23.6%+$2.4M |
| Bank of New York Mellon Corp | $12.6M | 644,780 | 0.00% | 31q | +37.2%+$3.4M |
| STRATEGIC VALUE BANK PARTNERS LLC | $12.3M | 627,333 | 8.58% | 2q | HELD |
| ROYCE & ASSOCIATES LP | $12.2M | 622,226 | 0.10% | 9q | +28.4%+$2.7M |
| AMERIPRISE FINANCIAL INC | $12.1M | 620,865 | 0.00% | 31q | +12.9%+$1.4M |
| FMR LLC | $11.6M | 592,910 | 0.00% | 18q | +163.5%+$7.2M |
| VANGUARD FIDUCIARY TRUST CO | $11.3M | 576,258 | 0.00% | 2q | +56.8%+$4.1M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.9M | 555,727 | 0.19% | 28q | +72.1%+$4.5M |
| GLENMEDE TRUST CO NA | $10.7M | 545,317 | 0.05% | 4q | -4.0%-$441.3K |
| Glendon Capital Management LP | $10.5M | 539,542 | 1.36% | 2q | +95.8%+$5.2M |
| GABELLI FUNDS LLC | $10.5M | 536,950 | 0.07% | 5q | +1178.5%+$9.7M |
| BANK OF AMERICA CORP /DE/ | $10.2M | 522,726 | 0.00% | 31q | +5.9%+$568.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.1M | 518,827 | 0.00% | 6q | +2024.1%+$9.7M |
| MORGAN STANLEY | $9.6M | 489,405 | 0.00% | 35q | +21.5%+$1.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.6M | 489,306 | 0.01% | 31q | +3156.6%+$9.3M |
| RENAISSANCE TECHNOLOGIES LLC | $9.3M | 475,056 | 0.01% | 31q | +54.6%+$3.3M |
| D. E. Shaw & Co., Inc. | $8.9M | 455,296 | 0.00% | 2q | +279.2%+$6.5M |
| Dana Investment Advisors, Inc. | $8.3M | 425,718 | 0.22% | new | NEW |
| LSV ASSET MANAGEMENT | $7.7M | 393,000 | 0.01% | 27q | -18.6%-$1.7M |
| Empowered Funds, LLC | $7.2M | 367,932 | 0.04% | 2q | +75.1%+$3.1M |
| BESSEMER GROUP INC | $5.8M | 297,880 | 0.01% | 3q | +88.3%+$2.7M |
| PRUDENTIAL FINANCIAL INC | $5.2M | 267,408 | 0.01% | new | NEW |
| MENDON CAPITAL ADVISORS CORP | $4.9M | 253,424 | 1.75% | 2q | +1167.1%+$4.6M |
| THIRD AVENUE MANAGEMENT LLC | $4.8M | 246,662 | 0.77% | 7q | HELD |
| Russell Investments Group, Ltd. | $4.6M | 237,472 | 0.00% | 22q | +40.8%+$1.3M |
| SG Americas Securities, LLC | $4.5M | 232,093 | 0.00% | 6q | +508.6%+$3.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.9M | 201,264 | 0.01% | 31q | -14.7%-$676.1K |
| Curi Capital, LLC | $3.9M | 198,882 | 0.06% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.8M | 195,905 | 0.00% | 22q | +139.7%+$2.2M |
| HENNESSY ADVISORS INC | $3.8M | 195,000 | 0.12% | 16q | HELD |
| BARCLAYS PLC | $3.7M | 189,874 | 0.00% | 31q | +43.2%+$1.1M |
| Addison Capital Co | $3.2M | 164,883 | 0.53% | 31q | HELD |
| Swiss National Bank | $3.2M | 163,833 | 0.00% | 31q | +44.8%+$990.2K |
| FRANKLIN RESOURCES INC | $3.1M | 157,373 | 0.00% | 10q | +94.5%+$1.5M |
| Jump Financial, LLC | $3.0M | 151,452 | 0.02% | 4q | +51.6%+$1.0M |
| Squarepoint Ops LLC | $2.8M | 142,674 | 0.00% | 2q | +23.4%+$528.4K |
| BNP PARIBAS FINANCIAL MARKETS | $2.6M | 135,567 | 0.00% | 31q | +703.2%+$2.3M |
| Creative Planning | $2.6M | 134,004 | 0.00% | 10q | +41.7%+$770.0K |
| Qube Research & Technologies Ltd | $2.5M | 127,372 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $2.4M | 124,465 | 0.00% | 6q | +321.0%+$1.9M |
| Y-Intercept (Hong Kong) Ltd | $2.1M | 109,429 | 0.04% | new | NEW |
| RHUMBLINE ADVISERS | $2.1M | 108,314 | 0.00% | 31q | +66.5%+$844.6K |
| STIFEL FINANCIAL CORP | $2.1M | 105,079 | 0.00% | 31q | -2.5%-$53.1K |
| CITIGROUP INC | $2.0M | 102,417 | 0.00% | 31q | +54.2%+$702.9K |
| Vanguard Global Advisers, LLC | $1.9M | 98,773 | 0.00% | 2q | -0.7%-$14.0K |
| IEQ CAPITAL, LLC | $1.9M | 94,927 | 0.01% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 91,077 | 0.00% | 31q | -11.9%-$240.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.8M | 89,919 | 0.00% | 31q | +68.2%+$712.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M incl. $207.0K options CALL | 78,963 | 0.00% | 21q | +16.5%+$248.2K |
| ALLIANCEBERNSTEIN L.P. | $1.7M | 95,810 | 0.00% | 31q | +40.4%+$497.2K |
| WELLS FARGO & COMPANY/MN | $1.7M | 87,771 | 0.00% | 31q | -12.4%-$241.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 86,172 | 0.00% | 31q | +4.5%+$71.8K |
| DEUTSCHE BANK AG\ | $1.7M | 85,833 | 0.00% | 34q | +63.1%+$648.6K |
| Mariner, LLC | $1.6M | 80,503 | 0.00% | 20q | +45.6%+$492.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.6M | 79,571 | 0.03% | 31q | -38.1%-$954.6K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.5M | 76,623 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $1.5M | 76,688 | 0.00% | new | NEW |
| Teton Advisors, LLC | $1.5M | 76,500 | 0.86% | new | NEW |
| TD Asset Management Inc | $1.4M | 73,444 | 0.00% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $1.3M | 67,737 | 0.00% | new | NEW |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.3M | 66,978 | 0.08% | new | NEW |
| Graham Capital Management, L.P. | $1.2M | 63,097 | 0.02% | new | NEW |
| Aquatic Capital Management LLC | $1.2M | 62,239 | 0.04% | 8q | +138.1%+$705.1K |
| Rafferty Asset Management, LLC | $1.2M | 60,813 | 0.00% | 22q | -13.0%-$177.2K |
| MARSHALL WACE, LLP | $1.2M | 60,278 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $1.2M | 59,737 | 0.00% | 3q | -32.4%-$560.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 57,044 | 0.00% | 2q | +48.5%+$363.9K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.1M | 55,280 | 0.00% | 2q | -33.9%-$553.1K |
| Legal & General Group Plc | $1.0M | 53,491 | 0.00% | 31q | +10.3%+$97.9K |
| North Star Investment Management Corp. | $1.0M | 53,244 | 0.06% | 17q | +1010.6%+$946.2K |
| SEI INVESTMENTS CO | $992.2K | 50,802 | 0.00% | 31q | -38.2%-$612.3K |
| MetLife Investment Management, LLC | $983.3K | 50,346 | 0.00% | 32q | -93.0%-$13.0M |
| Balyasny Asset Management L.P. | $971.3K | 49,735 | 0.00% | 2q | -30.7%-$429.4K |
| STRS OHIO | $966.7K | 49,500 | 0.00% | 26q | +27.6%+$209.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | BURAN JOHN R | Director | Sold | 113,630 | $2.2M |
| 2026-08-07 | BURAN JOHN R | Director | Sold | 113,630 | $2.2M |
| 2026-08-07 | BURAN JOHN R | Director | Sold | 113,463 | $2.2M |
| 2026-08-31 | Schaeffer Brian | Other | Sold | 5,500 | $104.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 44 | $13.2M | 797,554 | 6 | 10 | 10 | 0.0% |
| Q2 2026 | 233 | $1.6B | 80,410,755 | 46 | 115 | 38 | 0.1% |
| Q1 2026 | 207 | $906.2M | 50,234,815 | 33 | 60 | 58 | 0.0% |
| Q4 2025 | 188 | $826.8M | 46,022,091 | 20 | 53 | 71 | 0.1% |
| Q3 2025 | 189 | $779.6M | 44,361,033 | 15 | 54 | 68 | 0.0% |
| Q2 2025 | 195 | $762.3M | 43,271,549 | 15 | 64 | 65 | 0.0% |
| Q1 2025 | 205 | $741.0M | 43,563,947 | 24 | 69 | 66 | 0.0% |
| Q4 2024 | 198 | $779.2M | 43,001,717 | 15 | 73 | 55 | 0.1% |
| Q3 2024 | 194 | $803.0M | 43,151,875 | 26 | 63 | 59 | 0.1% |
| Q2 2024 | 185 | $694.0M | 43,571,229 | 18 | 70 | 54 | 0.2% |
| Q1 2024 | 197 | $728.7M | 44,332,837 | 31 | 63 | 56 | 0.2% |
| Q4 2023 | 187 | $749.6M | 43,121,148 | 20 | 70 | 54 | 0.1% |
| Q3 2023 | 185 | $603.7M | 41,496,407 | 25 | 60 | 60 | 0.6% |
| Q2 2023 | 173 | $656.2M | 41,838,830 | 16 | 52 | 64 | 0.3% |
| Q1 2023 | 196 | $771.7M | 41,681,262 | 24 | 68 | 66 | 0.2% |
| Q4 2022 | 192 | $891.9M | 41,878,969 | 22 | 55 | 75 | 0.2% |
| Q3 2022 | 176 | $4.5B | 243,540,294 | 12 | 48 | 70 | 0.0% |
| Q2 2022 | 185 | $1.7B | 90,269,462 | 24 | 66 | 57 | 0.0% |
| Q1 2022 | 185 | $3.7B | 184,648,206 | 22 | 59 | 57 | 0.0% |
| Q4 2021 | 177 | $2.3B | 101,824,232 | 20 | 52 | 60 | 0.0% |
| Q3 2021 | 171 | $1.8B | 84,963,413 | 24 | 44 | 59 | 0.0% |
| Q2 2021 | 163 | $2.4B | 115,711,799 | 25 | 59 | 50 | 0.0% |
| Q1 2021 | 158 | $2.6B | 108,219,831 | 30 | 49 | 49 | 0.1% |
| Q4 2020 | 138 | $2.0B | 109,459,709 | 18 | 54 | 40 | 0.0% |
| Q3 2020 | 151 | $1.7B | 122,502,025 | 20 | 42 | 53 | 0.0% |
| Q2 2020 | 144 | $1.6B | 93,549,398 | 20 | 65 | 37 | 0.0% |
| Q1 2020 | 140 | $2.3B | 143,673,139 | 23 | 55 | 38 | 0.0% |
| Q4 2019 | 141 | $1.7B | 67,353,913 | 13 | 53 | 40 | 0.0% |
| Q3 2019 | 134 | $1.6B | 66,767,006 | 16 | 53 | 36 | 0.1% |
| Q2 2019 | 139 | $1.6B | 65,885,104 | 21 | 53 | 32 | 0.0% |
| Q1 2019 | 134 | $1.2B | 51,241,342 | 18 | 42 | 36 | 0.0% |
| Q4 2018 | 132 | $1.2B | 52,304,280 | 3 | 0 | 2 | 0.1% |