AI Holders Summary · Q1 2026

220 institutions reported OCFC in Q1 2026. BlackRock, Inc. leads at 19.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$121M6.7M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$61M3.4M0.01%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$52M2.9M0.00%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$47M2.6M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$44M2.4M0.00%Q1 2026 06

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$39M2.2M0.03%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$36M2.0M0.00%Q1 2026 08

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$28M1.6M0.02%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$25M1.4M0.00%Q1 2026 10

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$25M1.4M0.57%Q1 2026 11

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$22M1.2M0.01%Q1 2026 12

GW&K Investment Management, LLC

CIK 0001082917

$22M1.2M0.19%Q1 2026 13

ENDEAVOUR CAPITAL ADVISORS INC

CIK 0001218749

$20M1.1M4.62%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$15M846K0.00%Q1 2026 15

MIRABELLA FINANCIAL SERVICES LLP

CIK 0001538853

$14M799K1.36%Q1 2026 16

MetLife Investment Management, LLC

CIK 0001529735

$13M718K0.07%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$13M698K0.00%Q1 2026 18

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$12M691K0.04%Q1 2026 19

Glenmede Investment Management, LP

CIK 0001644465

$12M676K0.06%Q3 2025 20

STRATEGIC VALUE BANK PARTNERS LLC

CIK 0001904067

$11M627K6.08%Q1 2026

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