$OVLY

$34.29 +$0.26 (0.76%) Close

$OVLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.4M shares outstanding

Who owns OVLY?

By type of holder

Institutions 34.8% Insiders 20.0% Everyone else 45.2%

Concentration Top 10 holders own 30.0%

BlackRock, Inc. 6.1% · Siena Capital Partners GP, LLC 3.1%

Institutional ownership

34.8%

+1.4 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+122.2K

by institutions in Q2 2026

New / sold out

10 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +83.8K
American Century Companies Inc +77.0K

Biggest sellers in Q2 2026

Fourthstone LLC SOLD OUT −411.2K
Siena Capital Partners GP, LLC −59.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$104K

9 notices from 1 person

Shares covered

3.2K

0.04% of the company

Arranged in advance

92%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Barton Don Director $104K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+2.6%

+0.28% a year

Each share's claim on the business

−2.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $5.37M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years8% 1–3 years16% Under 1 year9%

Quarterly turnover

20.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OVLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	511.2K	6.08%	+83.8K (+19.6%)	≤2021	0.0%
Shares held by quarter Peak holding511.2K (Q2'26) Change over 8 quarters+41.9K Share of the company6.080% BlackRock, Inc.'s full portfolio →
F Fourthstone LLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding411.2K (Q1'26) Change over 8 quarters−11.1K Fourthstone LLC's full portfolio →

BlackRock, Inc.

511.2K

% of company

6.08%

Change vs last qtr

+83.8K (+19.6%)

Held since

≤2021

Fourthstone LLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

See every manager holding Oak Valley Bancorp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OVLY on Form N-PORT; together they hold 14.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.21M	213.8K	2.54%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$6.67M	197.5K	2.35%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.21M

% of company

2.54%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$6.67M

% of company

2.35%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Oak Valley Bancorp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HH Holder H Randolph JR Insider	305.7K	3.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.630% Holder H Randolph JR's insider activity →
CC Courtney Christopher M. Insider	244.3K	2.90%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.900% Courtney Christopher M.'s insider activity →

Holder H Randolph JR

Insider

305.7K

% of company

3.63%

Change vs last qtr

—

Held since

—

Courtney Christopher M.

Insider

244.3K

% of company

2.90%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Oak Valley Bancorp.

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