OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OCFC on Nasdaq
Shares outstanding
57,358,938
Price per share
$17.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
43,527,086
Total reported value
$764,745,225
% of total 13F portfolios
0%
Share change
+327,733
Value change
+$5,734,101
Number of holders
187
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.9% $68,919,478 4,606,917 BlackRock, Inc. 31 Jan 2025
BlackRock Portfolio Management LLC 4.8% -22% $49,420,461 -$14,696,006 2,753,229 -23% BlackRock Portfolio Management LLC 31 Dec 2025

As of 30 Sep 2025, 187 institutional investors reported holding 43,527,086 shares of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC). This represents 76% of the company’s total 57,358,938 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 7,562,233 -4.1% 0% $132,868,433
VANGUARD GROUP INC 5.9% 3,397,964 -3.1% 0% $59,702,227
DIMENSIONAL FUND ADVISORS LP 5.6% 3,234,075 -0.11% 0.01% $56,822,523
WELLINGTON MANAGEMENT GROUP LLP 4.2% 2,388,304 +98% 0.01% $41,962,501
Invesco Ltd. 3.3% 1,874,457 +3.2% 0.01% $32,934,209
STATE STREET CORP 3.1% 1,790,220 +4.3% 0% $31,454,165
ROYCE & ASSOCIATES LP 2.9% 1,662,653 +13% 0.29% $29,212,813
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,450,184 +2.9% 0% $25,481,840
AMERICAN CENTURY COMPANIES INC 2.3% 1,321,064 -1.5% 0.01% $23,211,094
GW&K Investment Management, LLC 2.2% 1,281,870 -2.3% 0.2% $22,522,000
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.9% 1,106,970 +13% 0.47% $19,449,481
ENDEAVOUR CAPITAL ADVISORS INC 1.6% 897,091 +19% 4.8% $15,761,889
JPMORGAN CHASE & CO 1.5% 833,755 -5.4% 0% $14,649,079
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 766,578 +17% 0% $13,468,775
Nuveen, LLC 1.3% 727,931 -3.4% 0% $12,789,748
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.2% 711,975 -6% 0.04% $12,509,401
Glenmede Investment Management, LP 1.2% 675,507 -5.8% 0.06% $11,868,658
MetLife Investment Management, LLC 1.1% 630,773 +2.6% 0.05% $11,082,682
AMERIPRISE FINANCIAL INC 1% 595,118 -18% 0% $10,456,231
NORTHERN TRUST CORP 0.9% 517,681 -0.16% 0% $9,095,654
LSV ASSET MANAGEMENT 0.84% 482,108 -0.37% 0.02% $8,471,000
BANK OF AMERICA CORP /DE/ 0.83% 475,737 +2.8% 0% $8,358,698
AQR CAPITAL MANAGEMENT LLC 0.83% 474,629 -7.7% 0.01% $8,339,226
TWO SIGMA ADVISERS, LP 0.79% 452,900 +15% 0.02% $7,957,453
Bank of New York Mellon Corp 0.69% 395,751 -0.57% 0% $6,953,348

Institutional Holders of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 329,879 $5,916,074 -$364,643 $17.95 18
2025 Q3 43,527,086 $764,745,225 +$5,734,101 $17.57 187
2025 Q2 43,221,167 $761,149,602 +$1,223,620 $17.61 192
2025 Q1 43,532,269 $740,447,832 +$21,494,430 $17.01 206
2024 Q4 42,957,040 $777,682,807 +$18,110,924 $18.10 196
2024 Q3 41,891,519 $778,613,542 -$2,280,848 $18.59 192
2024 Q2 42,472,044 $675,152,421 +$4,220,518 $15.89 182
2024 Q1 42,170,663 $691,710,603 +$4,005,458 $16.41 193
2023 Q4 52,575 $912,702 -$8,715 $17.36 2
2023 Q3 41,309,216 $597,217,508 -$1,900,366 $14.47 179
2023 Q2 41,838,745 $654,514,259 -$854,669 $15.62 169
2023 Q1 41,383,978 $764,314,275 -$12,325,545 $18.48 192
2022 Q4 41,442,721 $881,079,379 +$17,856,056 $21.25 189
2022 Q3 41,070,873 $765,860,708 -$1,975,555 $18.64 174
2022 Q2 41,464,526 $793,393,715 +$2,900,698 $19.13 187
2022 Q1 41,576,741 $836,207,044 +$7,484,290 $20.10 184
2021 Q4 41,213,462 $915,033,623 +$2,681,406 $22.20 175
2021 Q3 40,839,726 $874,438,821 +$3,330,260 $21.41 174
2021 Q2 40,690,593 $848,337,534 -$13,780,622 $20.84 165
2021 Q1 40,827,309 $977,562,746 +$11,660,249 $23.94 159
2020 Q4 40,626,618 $757,094,465 +$29,820,684 $18.63 137
2020 Q3 39,261,900 $538,118,593 -$18,413,601 $13.69 146
2020 Q2 40,686,743 $717,100,693 +$33,740,507 $17.63 144
2020 Q1 38,239,210 $607,606,558 +$15,521,370 $15.91 136
2019 Q4 36,765,727 $938,756,690 +$36,308,778 $25.54 142
2019 Q3 35,571,129 $839,375,831 +$4,870,608 $23.60 134
2019 Q2 34,446,541 $855,951,519 +$28,919,915 $24.85 139
2019 Q1 34,403,502 $827,802,524 -$22,770,104 $24.06 135
2018 Q4 35,405,982 $797,143,019 +$664,346 $22.51 130
2018 Q3 35,752,637 $972,969,252 +$9,301,787 $27.22 133
2018 Q2 35,178,325 $1,053,984,550 +$25,045,621 $29.96 133
2018 Q1 34,585,610 $922,291,636 +$283,799,853 $26.75 131
2017 Q4 24,398,414 $640,540,908 +$31,604,433 $26.25 133
2017 Q3 23,020,720 $632,838,774 +$29,024,436 $27.49 121
2017 Q2 22,000,854 $596,657,688 +$15,603,217 $27.12 111
2017 Q1 21,642,456 $609,776,727 +$77,864,847 $28.18 121
2016 Q4 20,194,268 $606,383,886 +$91,843,392 $30.03 127
2016 Q3 17,430,620 $335,707,617 +$35,720,534 $19.26 110
2016 Q2 15,608,616 $283,600,924 +$79,935,703 $18.17 107
2016 Q1 11,259,428 $199,081,000 +$20,151,608 $17.68 87
2015 Q4 10,036,532 $201,049,680 +$1,716,849 $20.03 81
2015 Q3 9,514,966 $164,412,712 +$1,915,844 $17.22 79
2015 Q2 9,455,182 $176,339,966 -$1,457,215 $18.65 76
2015 Q1 9,937,556 $171,594,009 -$1,280,911 $17.27 69
2014 Q4 10,012,143 $171,590,473 -$3,055,844 $17.14 71
2014 Q3 10,257,508 $163,190,324 +$1,013,601 $15.91 76
2014 Q2 10,190,994 $168,759,214 -$913,859 $16.56 76
2014 Q1 10,241,508 $181,171,614 +$3,296,078 $17.69 71