OceanFirst Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 7.10 M | $127.53 M | -6.05% | 12.37% |
| VANGUARD GROUP INC | 01/29/2026 | 3.41 M | $61.16 M | 0.27% | 5.93% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 3.27 M | $58.62 M | 36.73% | 5.69% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.23 M | $57.98 M | -0.13% | 5.62% |
| INVESCO LTD. | 02/19/2026 | 2.00 M | $35.87 M | 6.60% | 3.48% |
| STATE STREET CORP | 02/13/2026 | 1.82 M | $32.63 M | 1.54% | 3.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.42 M | $25.50 M | -2.05% | 2.47% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 1.37 M | $24.53 M | -17.80% | 2.40% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.30 M | $23.33 M | -1.63% | 2.26% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 1.25 M | $22.47 M | -2.33% | 2.20% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/09/2026 | 1.20 M | $21.58 M | 8.59% | 2.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 838.22 K | $15.05 M | 9.35% | 1.46% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 800.00 K | $14.36 M | -10.82% | 1.40% |
| JPMORGAN CHASE & CO | 02/11/2026 | 741.59 K | $13.31 M | -11.05% | 1.30% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 717.09 K | $12.87 M | 13.68% | 1.25% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 704.03 K | $12.64 M | -1.12% | 1.23% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 621.00 K | $11.15 M | 100.00% | 1.08% |
| NUVEEN, LLC | 02/12/2026 | 617.63 K | $11.09 M | -15.15% | 1.08% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 566.98 K | $10.18 M | -4.73% | 0.99% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 553.82 K | $9.94 M | 42.17% | 0.96% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 506.71 K | $9.10 M | 5.10% | 0.88% |
| NORTHERN TRUST CORP | 02/17/2026 | 481.16 K | $8.64 M | -7.06% | 0.84% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 468.20 K | $8.40 M | 18.31% | 0.82% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 453.40 K | $8.14 M | 0.11% | 0.79% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 444.36 K | $7.98 M | -6.38% | 0.77% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 425.28 K | $7.63 M | -10.61% | 0.74% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 367.88 K | $6.60 M | -6.73% | 0.64% |
| CSM ADVISORS, LLC | 02/11/2026 | 322.41 K | $5.79 M | 12.94% | 0.56% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 316.54 K | $5.68 M | 17.42% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 316.19 K | $5.68 M | 0.00% | 0.55% |
| MORGAN STANLEY | 02/13/2026 | 287.20 K | $5.16 M | 57.54% | 0.50% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 234.65 K | $4.21 M | 5.09% | 0.41% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 233.01 K | $4.18 M | 12.26% | 0.41% |
| KESTREL INVESTMENT MANAGEMENT CORP | 02/03/2026 | 197.05 K | $3.54 M | -3.48% | 0.35% |
| THIRD AVENUE MANAGEMENT LLC | 02/12/2026 | 192.81 K | $3.46 M | 18.77% | 0.34% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 188.87 K | $3.39 M | 301.90% | 0.33% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 188.78 K | $3.39 M | -13.93% | 0.33% |
| HENNESSY ADVISORS INC | 01/27/2026 | 180.00 K | $3.23 M | 2.86% | 0.32% |
| BARCLAYS PLC | 02/13/2026 | 178.40 K | $3.20 M | 17.27% | 0.31% |
| UBS GROUP AG | 01/29/2026 | 165.40 K | $2.97 M | 66.71% | 0.29% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 159.00 K | $2.85 M | 0.00% | 0.28% |
| BESSEMER GROUP INC | 02/05/2026 | 158.18 K | $2.84 M | 100.00% | 0.28% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 142.21 K | $2.55 M | -4.57% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 143.04 K | $2.57 M | -12.96% | 0.25% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/14/2026 | 135.28 K | $2.43 M | -2.04% | 0.24% |
| ADDISON CAPITAL CO | 02/02/2026 | 122.72 K | $2.20 M | -9.29% | 0.22% |
| SWISS NATIONAL BANK | 02/12/2026 | 113.13 K | $2.03 M | 0.00% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 102.81 K | $1.85 M | -4.61% | 0.18% |
| CREATIVE PLANNING | 02/17/2026 | 100.65 K | $1.81 M | 4.43% | 0.18% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 98.66 K | $1.77 M | 632.23% | 0.17% |
OceanFirst Financial Corp. institutional Ownership - FAQ's
During the previous two years, 251 institutional investors and hedge funds held shares of OceanFirst Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 7.1 M
VANGUARD GROUP INC: 3.41 M
DIMENSIONAL FUND ADVISORS LP: 3.23 M
STATE STREET CORP: 1.82 M
GEODE CAPITAL MANAGEMENT, LLC: 1.42 M
ROYCE & ASSOCIATES LP: 1.37 M
54.17% of OceanFirst Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 51.31 M shares in the last 24 months. This purchase volume represents approximately $992.37 M in transactions.