OCFC Institutional Ownership & Shareholders
OCEANFIRST FINANCIAL CORP (OCFC) is currently held by 227 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.57B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of OCFC tracked by InsiderSet, reporting ownership valued at approximately $194.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $185.59M, representing an estimated loss of -4.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed OCFC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Warburg Pincus Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in OCEANFIRST FINANCIAL CORP (OCFC).
This page ranks the largest institutional OCFC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
227
Total Reported Value
$1.57B
Largest Holder
Blackrock, Inc.
Largest Position
$194.14M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 9,940,366 | $194,135,356 | $185,586,633 | -$8,548,723 | -4.40% | |
| Warburg Pincus Llc | 100.00% | 9,574,639 | $186,992,700 | $178,758,510 | -$8,234,190 | -4.40% | |
| Dimensional Fund Advisors Lp | 0.02% | 4,589,658 | $89,636,296 | $85,688,915 | -$3,947,381 | -4.40% | |
| Wellington Management Group Llp | 0.01% | 4,114,069 | $80,347,768 | $76,809,668 | -$3,538,100 | -4.40% | |
| State Street Corp | 0.00% | 3,869,335 | $75,568,113 | $72,240,484 | -$3,327,629 | -4.40% | |
| Vanguard Capital Management Llc | 0.00% | 3,672,693 | $71,727,694 | $68,569,178 | -$3,158,516 | -4.40% | |
| T. Rowe Price Investment Management, Inc. | 0.04% | 2,931,548 | $57,254,000 | $54,732,001 | -$2,521,999 | -4.40% | |
| Two Sigma Investments, Lp | 0.04% | 2,406,209 | $46,993,262 | $44,923,922 | -$2,069,340 | -4.40% | |
| Invesco Ltd. | 0.00% | 2,391,416 | $46,704,353 | $44,647,737 | -$2,056,616 | -4.40% | |
| Geode Capital Management, Llc | 0.00% | 2,200,983 | $42,993,508 | $41,092,353 | -$1,901,155 | -4.42% | |
| Systematic Financial Management Lp | 0.59% | 1,517,701 | $29,640,715 | $28,335,478 | -$1,305,237 | -4.40% | |
| Endeavour Capital Advisors Inc | 5.40% | 1,347,421 | $26,315,132 | $25,156,350 | -$1,158,782 | -4.40% | |
| Hotchkis & Wiley Capital Management Llc | 0.07% | 1,295,618 | $25,303,420 | $24,189,188 | -$1,114,232 | -4.40% | |
| Mirabella Financial Services Llp | 2.43% | 1,292,641 | $25,245,279 | $24,133,607 | -$1,111,672 | -4.40% | |
| Gw&K Investment Management, Llc | 0.18% | 1,209,716 | $23,626,000 | $22,585,398 | -$1,040,602 | -4.40% | |
| American Century Companies Inc | 0.01% | 1,188,360 | $23,208,671 | $22,186,681 | -$1,021,990 | -4.40% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,075,612 | $21,006,702 | $20,081,676 | -$925,026 | -4.40% | |
| Nuveen, Llc | 0.00% | 913,179 | $17,834,386 | $17,049,052 | -$785,334 | -4.40% | |
| Gamco Investors, Inc. Et Al | 0.15% | 863,433 | $16,862,846 | $16,120,294 | -$742,552 | -4.40% | |
| Jpmorgan Chase & Co | 0.00% | 832,878 | $16,315,928 | $15,549,832 | -$766,096 | -4.70% | |
| Goldman Sachs Group Inc | 0.00% | 795,920 | $15,544,313 | $14,859,826 | -$684,487 | -4.40% | |
| Northern Trust Corp | 0.00% | 791,180 | $15,451,745 | $14,771,331 | -$680,414 | -4.40% | |
| Ubs Group Ag | 0.00% | 778,555 | $15,205,180 | $14,535,622 | -$669,558 | -4.40% | |
| Vanguard Portfolio Management Llc | 0.00% | 762,479 | $14,891,215 | $14,235,483 | -$655,732 | -4.40% | |
| Csm Advisors, Llc | 0.31% | 734,313 | $14,340,000 | $13,709,624 | -$630,376 | -4.40% | |
| Aqr Capital Management Llc | 0.00% | 730,153 | $14,259,897 | $13,631,957 | -$627,940 | -4.40% | |
| Bank Of New York Mellon Corp | 0.00% | 644,780 | $12,592,550 | $12,038,043 | -$554,507 | -4.40% | |
| Citadel Advisors Llc | 0.01% | 635,527 | $12,411,842 | $11,865,289 | -$546,553 | -4.40% | |
| Strategic Value Bank Partners Llc | 8.58% | 627,333 | $12,251,813 | $11,712,307 | -$539,506 | -4.40% | |
| Royce & Associates Lp | 0.10% | 622,226 | $12,152,074 | $11,616,959 | -$535,115 | -4.40% | |
| Ameriprise Financial Inc | 0.00% | 620,865 | $12,125,599 | $11,591,550 | -$534,049 | -4.40% | |
| Fmr Llc | 0.00% | 592,910 | $11,579,530 | $11,069,630 | -$509,900 | -4.40% | |
| Vanguard Fiduciary Trust Co | 0.00% | 576,258 | $11,254,319 | $10,758,737 | -$495,582 | -4.40% | |
| Bridgeway Capital Management, Llc | 0.19% | 555,727 | $10,853,348 | $10,375,423 | -$477,925 | -4.40% | |
| Glenmede Trust Co Na | 0.05% | 545,317 | $10,650,041 | $10,181,068 | -$468,973 | -4.40% | |
| Glendon Capital Management Lp | 1.36% | 539,542 | $10,537,255 | $10,073,249 | -$464,006 | -4.40% | |
| Gabelli Funds Llc | 0.07% | 536,950 | $10,486,634 | $10,024,857 | -$461,778 | -4.40% | |
| Bank Of America Corp | 0.00% | 522,726 | $10,208,838 | $9,759,294 | -$449,544 | -4.40% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 518,827 | $10,132,691 | $9,686,500 | -$446,191 | -4.40% | |
| Morgan Stanley | 0.00% | 489,405 | $9,558,104 | $9,137,191 | -$420,913 | -4.40% | |
| Manufacturers Life Insurance Company, The | 0.01% | 489,306 | $9,556,146 | $9,135,343 | -$420,803 | -4.40% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 475,056 | $9,277,844 | $8,869,296 | -$408,548 | -4.40% |
| D. E. Shaw & Co., Inc. | 0.01% | 455,296 | $8,891,931 | $8,500,376 | -$391,555 | -4.40% | |
| Dana Investment Advisors, Inc. | 0.22% | 425,718 | $8,314,265 | $7,948,155 | -$366,110 | -4.40% | |
| Lsv Asset Management | 0.01% | 393,000 | $7,675,000 | $7,337,310 | -$337,690 | -4.40% | |
| Empowered Funds, Llc | 0.04% | 367,932 | $7,185,712 | $6,869,290 | -$316,422 | -4.40% | |
| Bessemer Group Inc | 0.01% | 297,880 | $5,818,000 | $5,561,420 | -$256,580 | -4.41% | |
| Prudential Financial Inc | 0.01% | 267,408 | $5,222,478 | $4,992,507 | -$229,971 | -4.40% | |
| Mendon Capital Advisors Corp | 1.75% | 253,424 | $4,949,371 | $4,731,426 | -$217,945 | -4.40% | |
| Third Avenue Management | Marty Whitman | 0.77% | 246,662 | $4,817,309 | $4,605,180 | -$212,129 | -4.40% |
Frequently asked questions about OCFC
Who are the largest institutional holders of OCFC?
The largest institutional holders of OCFC reported in the latest SEC Form 13F filings include Blackrock, Inc., Warburg Pincus Llc, Dimensional Fund Advisors Lp, Wellington Management Group Llp, and State Street Corp. InsiderSet ranks institutional holders by their latest reported OCFC position.
What is OCFC institutional ownership?
This page tracks OCFC positions reported by institutional investment managers through SEC Form 13F. OCEANFIRST FINANCIAL CORP (OCFC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCFC?
InsiderSet currently tracks 227 institutional managers reporting OCFC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OCFC shareholders.
How much OCFC stock do institutions own?
Institutional investment managers disclosed approximately $1.57B in OCFC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCFC institutional ownership last updated?
The latest OCFC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OCFC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OCFC position after the reporting date.
Are institutions buying or selling OCFC?
Institutional buying and selling can be analyzed by comparing OCFC positions across consecutive 13F reporting periods. InsiderSet's OCFC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCFC ownership changes.
How has OCFC institutional ownership changed over time?
InsiderSet tracks OCFC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.