OCEANFIRST FINL CORP (OCFC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
221
Reporting holders
$1.5B
Reported value
78.0%
Of shares outstanding
0.1%
Held as options
+29
Holder change
Institutions report 75,392,477 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| 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 |
| Sixth Street Partners Management Company, L.P. | $21.0M | 1,075,612 | 0.00% | new | NEW |
| 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 |
| AQR CAPITAL MANAGEMENT LLC | $14.3M | 730,153 | 0.00% | 23q | +81.2%+$6.4M |
| CITADEL ADVISORS LLC | $12.8M | 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 | -43.5%-$9.4M |
| 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 |
| Empowered Funds, LLC | $7.2M | 367,932 | 0.04% | 2q | +75.1%+$3.1M |
| 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 |
| 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 |
| 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 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 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 | -56.2%-$2.2M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 55,132 | 0.00% | new | NEW |
| 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 |
| ROYAL BANK OF CANADA | $956.0K | 48,953 | 0.00% | 31q | HELD |
| Pinnacle Holdings, LLC | $932.5K | 47,749 | 0.29% | 26q | HELD |
| ExodusPoint Capital Management, LP | $925.5K | 47,388 | 0.01% | 4q | -56.9%-$1.2M |
| CAXTON ASSOCIATES LLP | $921.1K | 47,165 | 0.02% | 2q | +211.7%+$625.6K |
| Independent Advisor Alliance | $893.2K | 45,735 | 0.02% | 13q | +1.2%+$10.2K |
| Cerity Partners LLC | $819.4K | 41,955 | 0.00% | 11q | +42.9%+$245.8K |
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 |
|---|---|---|---|
| 2026-08-19 | 13D/A | Warburg Pincus Partners II (Cayman), L.P.with 19 co-filers | 9.9% |
| 2026-08-07 | 13G | STATE STREET CORPORATION | 4.0% |
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 4.7% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 221 | $1.5B | 75,392,477 | 48 | 105 | 35 | 0.1% |
| Q1 2026 | 192 | $835.4M | 46,305,359 | 32 | 56 | 52 | 0.0% |
| Q4 2025 | 170 | $739.0M | 41,133,294 | 17 | 45 | 65 | 0.1% |
| Q3 2025 | 171 | $735.6M | 41,858,204 | 13 | 50 | 62 | 0.0% |
| Q2 2025 | 179 | $717.5M | 40,733,894 | 13 | 59 | 57 | 0.0% |
| Q1 2025 | 189 | $698.5M | 41,066,827 | 22 | 65 | 57 | 0.0% |
| Q4 2024 | 182 | $735.9M | 40,637,167 | 15 | 69 | 45 | 0.1% |
| Q3 2024 | 177 | $753.6M | 40,565,165 | 24 | 54 | 55 | 0.1% |
| Q2 2024 | 168 | $651.8M | 40,974,146 | 16 | 63 | 48 | 0.2% |
| Q1 2024 | 176 | $676.9M | 41,231,614 | 26 | 57 | 49 | 0.2% |
| Q4 2023 | 169 | $700.9M | 40,356,521 | 19 | 61 | 47 | 0.1% |
| Q3 2023 | 160 | $545.4M | 37,493,168 | 19 | 55 | 48 | 0.7% |
| Q2 2023 | 153 | $594.1M | 37,895,749 | 14 | 43 | 58 | 0.3% |
| Q1 2023 | 166 | $673.8M | 36,394,728 | 20 | 57 | 56 | 0.3% |
| Q4 2022 | 152 | $611.8M | 28,723,384 | 19 | 43 | 51 | 0.2% |
| Q3 2022 | 182 | $770.0M | 41,290,932 | 13 | 51 | 70 | 0.0% |
| Q2 2022 | 190 | $794.5M | 41,492,892 | 25 | 67 | 59 | 0.1% |
| Q1 2022 | 189 | $837.1M | 41,585,049 | 22 | 60 | 59 | 0.1% |
| Q4 2021 | 180 | $920.2M | 41,427,118 | 20 | 53 | 61 | 0.1% |
| Q3 2021 | 174 | $874.7M | 40,839,726 | 24 | 47 | 59 | 0.0% |
| Q2 2021 | 166 | $851.5M | 40,802,597 | 25 | 59 | 53 | 0.1% |
| Q1 2021 | 162 | $981.3M | 40,916,244 | 31 | 51 | 50 | 0.2% |
| Q4 2020 | 141 | $771.4M | 41,392,691 | 18 | 54 | 41 | 0.0% |
| Q3 2020 | 154 | $541.1M | 39,452,351 | 20 | 42 | 54 | 0.0% |
| Q2 2020 | 147 | $717.5M | 40,686,781 | 20 | 68 | 37 | 0.1% |
| Q1 2020 | 142 | $617.4M | 38,835,982 | 23 | 57 | 38 | 0.0% |
| Q4 2019 | 144 | $959.0M | 37,532,608 | 13 | 54 | 40 | 0.1% |
| Q3 2019 | 137 | $842.7M | 35,628,109 | 16 | 54 | 37 | 0.2% |
| Q2 2019 | 142 | $879.9M | 35,409,652 | 21 | 54 | 33 | 0.0% |
| Q1 2019 | 138 | $861.1M | 35,772,486 | 19 | 44 | 36 | 0.0% |
| Q4 2018 | 135 | $829.4M | 36,801,762 | 3 | 0 | 2 | 0.1% |