Oak Valley Bancorp (OVLY) Ownership
OVLY ownership summary
as of October 18, 2026- Institutions
- 37.6% of shares outstanding
- Insiders
- 15.18% of shares outstanding
- Shares outstanding
- 8.4M
- Float
- 7.1M shares available to trade
- Short interest
- 1.10% 80K shares short
- Days to cover
- 4.00 short interest down 10.4% vs prior month
- Institutions 37.62%
- Insiders 15.18%
- Other investors 47.21%
OVLY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 6.08% | 511K | $17.4M | +83,836 (+19.6%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 3.52% | 296K | $10.1M | −22,302 (−7.0%) | June 30, 2026 |
| 3 | Siena Capital Management, LLC | 3.14% | 264K | $9.0M | −59,340 (−18.4%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 2.25% | 189K | $6.4M | +30,881 (+19.5%) | June 30, 2026 |
| 5 | Geode Capital Management, LLC | 2.09% | 176K | $6.0M | +19,809 (+12.7%) | June 30, 2026 |
| 6 | Cresset Asset Management, LLC | 1.67% | 140K | $4.8M | — | June 30, 2026 |
| 7 | State Street Corp | 1.55% | 131K | $4.4M | +24,382 (+23.0%) | June 30, 2026 |
| 8 | American Century Companies Inc | 1.18% | 100K | $3.4M | +77,031 (+341.9%) | June 30, 2026 |
| 9 | Renaissance Technologies Corp | 0.88% | 74K | $2.5M | +38,598 (+109.1%) | June 30, 2026 |
| 10 | The Goldman Sachs Group Inc | 0.78% | 66K | $2.2M | +18,124 (+38.0%) | June 30, 2026 |
| 11 | Northern Trust Corp | 0.65% | 55K | $1.9M | +5,426 (+11.0%) | June 30, 2026 |
| 12 | Arrowstreet Capital Limited Partnership | 0.64% | 54K | $1.8M | +36,373 (+212.3%) | June 30, 2026 |
| 13 | Morgan Stanley - Brokerage Accounts | 0.62% | 52K | $1.8M | +27,734 (+113.2%) | June 30, 2026 |
| 14 | Bridgeway Capital Management, LLC | 0.61% | 51K | $1.7M | −5,000 (−8.9%) | June 30, 2026 |
| 15 | Vanguard Portfolio Management, LLC | 0.58% | 49K | $1.7M | +9,166 (+23.2%) | June 30, 2026 |
| 16 | Two Sigma Investments LLC | 0.57% | 48K | $1.6M | +47,787 (0.0%) | June 30, 2026 |
| 17 | Vanguard Fiduciary Trust Co | 0.54% | 46K | $1.6M | +2,563 (+5.9%) | June 30, 2026 |
| 18 | Cetera Investment Advisers | 0.53% | 45K | $1.5M | −11 (−0.0%) | June 30, 2026 |
| 19 | FMR Inc | 0.39% | 33K | $1.1M | −105 (−0.3%) | June 30, 2026 |
| 20 | AQR Capital Management LLC | 0.39% | 33K | $1.1M | +12,929 (+65.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 435K shares and 5 cut 87K.
OVLY top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.54% | 214K | $7.3M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.36% | 199K | $6.7M | −2,304 (−1.1%) | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 1.67% | 140K | $4.8M | +480 (+0.3%) | September 30, 2026 |
| 4 | BSF Systematic US Eq Abs Ret A2 USD | 0.94% | 79K | $2.7M | — | December 31, 2025 |
| 5 | Fidelity Small Cap Index | 0.91% | 77K | $2.6M | +423 (+0.6%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.86% | 73K | $2.5M | +110 (+0.2%) | September 30, 2026 |
| 7 | Vanguard Russell 2000 ETF | 0.49% | 42K | $1.4M | +1,164 (+2.9%) | August 31, 2026 |
| 8 | Bridgeway Ultra-Small Company | 0.42% | 36K | $1.2M | — | June 30, 2026 |
| 9 | Fidelity Global Micro-Cap F | 0.38% | 32K | $1.1M | — | June 30, 2026 |
| 10 | Fidelity Extended Market Index | 0.38% | 32K | $1.1M | −172 (−0.5%) | August 31, 2026 |
| 11 | First Trust Dow Jones Sel MicroCap ETF | 0.37% | 31K | $1.0M | — | September 30, 2026 |
| 12 | Dimensional US Small Cap ETF | 0.34% | 28K | $958,544 | — | September 30, 2026 |
| 13 | iShares Micro-Cap ETF | 0.28% | 23K | $792,223 | −161 (−0.7%) | September 30, 2026 |
| 14 | DFA US Targeted Value I | 0.24% | 20K | $674,688 | +805 (+4.2%) | August 31, 2026 |
| 15 | DFA US Micro Cap I | 0.23% | 19K | $660,599 | — | August 31, 2026 |
| 16 | Dimensional US Targeted Value ETF | 0.22% | 18K | $624,205 | +12 (+0.1%) | September 30, 2026 |
| 17 | Schwab Small Cap Index | 0.21% | 18K | $596,637 | — | August 31, 2026 |
| 18 | DFA US Small Cap I | 0.21% | 17K | $587,946 | — | August 31, 2026 |
| 19 | DFA US Core Equity 2 I | 0.18% | 16K | $526,632 | — | August 31, 2026 |
| 20 | Fidelity Total Market Index | 0.15% | 12K | $414,292 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OVLY insider transactions
latest 18| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-12 | Don Barton | Sell | $30.25 | 375 | $11,344 |
| 2025-12-12 | Don Barton | Sell | $30.29 | 375 | $11,359 |
| 2025-11-25 | Allison Lafferty | Buy | $28.48 | 489 | $13,927 |
| 2025-11-12 | Don Barton | Sell | $28.69 | 375 | $10,759 |
| 2025-10-28 | Gary Strong | Buy | $27.50 | 1,000 | $27,500 |
| 2025-08-14 | Allison Lafferty | Buy | $27.69 | 523 | $14,482 |
| 2025-08-12 | Don Barton | Sell | $27.94 | 375 | $10,478 |
| 2025-08-08 | Erich A Haidlen | Buy | $27.24 | 71 | $1,934 |
| 2025-08-08 | Terrance P Withrow | Buy | $26.88 | 294 | $7,903 |
| 2025-08-01 | Allison Lafferty | Buy | $26.46 | 165 | $4,366 |
| 2025-08-01 | Daniel J Leonard | Buy | $26.20 | 1,000 | $26,200 |
| 2025-07-30 | H Randolph Holder Jr | Buy | $27.00 | 500 | $13,500 |
| 2025-07-14 | Don Barton | Sell | $28.63 | 375 | $10,736 |
| 2025-06-12 | Don Barton | Sell | $26.11 | 375 | $9,791 |
| 2025-05-27 | H Randolph Holder Jr | Buy | $24.83 | 2,000 | $49,660 |
| 2025-05-12 | Don Barton | Sell | $26.38 | 375 | $9,892 |
| 2025-04-30 | Janet S Pelton | Buy | $25.87 | 398 | $10,296 |
| 2025-04-28 | Don Barton | Sell | $24.90 | 400 | $9,960 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OVLY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OVLY
Institutional investors own 37.6% of Oak Valley Bancorp's shares and insiders 15.18%. The largest holder is BlackRock Inc with 6.08% of the shares (511K), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 5 reduced their stake in the latest filings. Short interest is 1.10% of the float, or 4.00 days of average trading volume. The share count rose 3.6% since 2014.
Related: OVLY key metrics, OVLY dividend history. See the OVLY stock overview for the latest quote and news.
OVLY ownership FAQ
Who owns the most Oak Valley Bancorp stock?
The largest shareholders of Oak Valley Bancorp are BlackRock Inc (6.08%), Vanguard Capital Management, LLC (3.52%), Siena Capital Management, LLC (3.14%), Dimensional Fund Advisors, Inc. (2.25%), Geode Capital Management, LLC (2.09%).
What percentage of Oak Valley Bancorp is owned by institutions?
Institutions hold 37.6% of Oak Valley Bancorp's shares outstanding; insiders hold 15.18%.
Which funds own Oak Valley Bancorp?
The largest fund holders of Oak Valley Bancorp are Vanguard MStar Total Stk Mkt Idx Invest (2.54%), iShares Russell 2000 ETF (2.36%), Avantis US Small Cap Value ETF (1.67%), BSF Systematic US Eq Abs Ret A2 USD (0.94%), Fidelity Small Cap Index (0.91%).
What is Oak Valley Bancorp's short interest?
80K shares of Oak Valley Bancorp were sold short, 1.10% of the float; at the average daily volume it would take 4.00 days to cover.
Are insiders buying or selling Oak Valley Bancorp?
Of the latest 18 reported insider transactions in Oak Valley Bancorp (since April 28, 2025), 10 were purchases and 8 were sales.
How many shares of Oak Valley Bancorp are outstanding?
Oak Valley Bancorp has 8.4M shares outstanding, of which 7.1M are in the public float.