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Oceanfirst Financial Corp (OCFC)

CUSIP: 675234108 | NYSE | Financial Services · Banks - Regional | Small Cap | 624 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AWarburg Pincus LLC
with Wpgg 14 Orion Investments, L.P., Wpgg 14 Orion Investments GP, LLC, Warburg Pincus (Cayman) Global Growth 14 GP, L.P., +14 more
9,574,6399.9%UnchangedAug 17, 202648d ahead of 13F (9,574,639 sh) · no change
13D/AWarburg Pincus LLC9,574,639
9.9% of class · Aug 17, 2026Unchanged
with Wpgg 14 Orion Investments, L.P., Wpgg 14 Orion Investments GP, LLC, Warburg Pincus (Cayman) Global Growth 14 GP, L.P., +14 more
48d ahead of 13F (9,574,639 sh) · no change

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,940,352
0.0% of portfolio›$81.7M
Bank of New York Mellon Corp655,274
0.0% of portfolio›$10.8M
Essex Investment Management Co LLC198,887
0.5% of portfolio›$3.3M
Hennessy Advisors Inc195,000
0.1% of portfolio›$3.2M
Creative Planning184,151
0.0% of portfolio›$3.0M
Citigroup Inc84,351
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC73,894
0.0% of portfolio›$1.2M
Hussman Strategic Advisors, Inc.63,000
0.2% of portfolio›$1.0M
North Star Investment Management Corp.53,244
0.0% of portfolio›$880.1K
Wealth Enhancement Advisory Services, LLC43,850
0.0% of portfolio›$720.0K
Strs Ohio42,400
0.0% of portfolio›$700.9K
Thrivent Financial for Lutherans37,055
0.0% of portfolio›$612
Elco Management Co., LLC31,471
0.2% of portfolio›$520.2K
Hennion & Walsh Asset Management, Inc.31,281
0.0% of portfolio›$517.1K
WBI Investments, LLC30,290
0.1% of portfolio›$500.7K
Corbyn Investment Management Inc29,137
0.1% of portfolio›$481.6K
Harbor Capital Advisors, Inc.28,812
0.0% of portfolio›$476
Eagle Wealth Strategies LLC26,581
0.2% of portfolio›$439.4K
John G Ullman & Associates Inc24,900
0.1% of portfolio›$411.6K
Greenwood Capital Associates LLC23,551
0.0% of portfolio›$389.3K
Arizona State Retirement System23,153
0.0% of portfolio›$382.7K
Choreo, LLC20,924
0.0% of portfolio›$345.9K
Quadrant Capital Group LLC20,522
0.0% of portfolio›$329.2K
Ledgewood Wealth Advisors, LLC17,404
0.2% of portfolio›$287.7K
Farther Finance Advisors, LLC14,303
0.0% of portfolio›$236.4K
CWA Asset Management Group, LLC12,500
0.0% of portfolio›$206.6K
Inscription Capital, LLC11,947
0.0% of portfolio›$197.5K
Chicago Partners Investment Group LLC11,923
0.0% of portfolio›$199.2K
Pictet Asset Management Holding SA11,693
0.0% of portfolio›$193.3K
ProShare Advisors LLC11,111
0.0% of portfolio›$183.7K
Byrne Asset Management LLC10,940
0.1% of portfolio›$182.4K
Wealth Quarterback LLC10,320
0.1% of portfolio›$170.6K
Versant Capital Management, Inc5,187
0.0% of portfolio›$85.7K
Smallwood Wealth Investment Management, LLC5,037
0.0% of portfolio›$83.3K
KBC Group NV4,851
0.0% of portfolio›$80
Blue Bell Private Wealth Management, LLC4,275
0.0% of portfolio›$70.7K
State of Alaska, Department of Revenue3,784
0.0% of portfolio›$62
Daytona Street Capital LLC2,125
0.0% of portfolio›$35.9K
Assetmark, Inc2,089
0.0% of portfolio›$34.5K
Signaturefd, LLC2,044
0.0% of portfolio›$33.8K
Sterling Capital Management LLC1,928
0.0% of portfolio›$31.9K
Gamma Investing LLC1,762
0.0% of portfolio›$29.1K
EverSource Wealth Advisors, LLC1,678
0.0% of portfolio›$27.7K
Tompkins Financial Corp1,200
0.0% of portfolio›$19.8K
Nvwm, LLC1,147
0.0% of portfolio›$19.0K
Essential Partners LLC1,099
0.0% of portfolio›$18.2K
United Financial Planning Group LLC956
0.0% of portfolio›$15.8K
Nisa Investment Advisors, LLC778
0.0% of portfolio›$12.9K
Parkside Financial Bank & Trust650
0.0% of portfolio›$10.7K
IFP Advisors, Inc536
0.0% of portfolio›$8.9K
Mitsubishi UFJ Asset Management Co., Ltd.512
0.0% of portfolio›$8.5K
Parallel Advisors, LLC442
0.0% of portfolio›$7.3K
Valley National Advisers Inc425
0.0% of portfolio›$7.0K
Westside Investment Management, Inc.380
0.0% of portfolio›$6.4K
Larson Financial Group LLC334
0.0% of portfolio›$5.5K
Ascentis Wealth Management, LLC309
0.0% of portfolio›$5.1K
True Wealth Design, LLC272
0.0% of portfolio›$4.5K
Root Financial Partners, LLC184
0.0% of portfolio›$3.0K
Key FInancial Inc180
0.0% of portfolio›$3.0K
SBI Securities Co., Ltd.173
0.0% of portfolio›$2.9K
SJS Investment Consulting Inc.152
0.0% of portfolio›$2.5K
Physician Wealth Advisors, Inc.111
0.0% of portfolio›$1.8K
Pinnacle Wealth Planning Services, Inc.74
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd29
0.0% of portfolio›$479
Covestor Ltd28
0.0% of portfolio›$0
Fortitude Family Office, LLC26
0.0% of portfolio›$430
Trust Co24
0.0% of portfolio›$397
CoreCap Advisors, LLC5
0.0% of portfolio›$83
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$66
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,940,352$81.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
655,274$10.8M0.0%CoreLowNew York, NY2026-11-05
Essex Investment Management Co LLC
198,887$3.3M0.5%GrowthMediumBoston, MA2026-10-19
Hennessy Advisors Inc
195,000$3.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Creative Planning
184,151$3.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
84,351$1.4M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
73,894$1.2M0.0%ETFLowWaltham, MA2026-11-02
Hussman Strategic Advisors, Inc.
63,000$1.0M0.2%YieldVery HighEllicott City, MD2026-11-02
North Star Investment Management Corp.
53,244$880.1K0.0%CoreLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
43,850$720.0K0.0%CoreLowPlymouth, MN2026-10-13
Strs Ohio
42,400$700.9K0.0%CoreMediumColumbus, OH2026-10-30
Thrivent Financial for Lutherans
37,055$6120.0%GARPMediumMinneapolis, MN2026-11-05
Elco Management Co., LLC
31,471$520.2K0.2%CoreLowNew York, NY2026-10-14
Hennion & Walsh Asset Management, Inc.
31,281$517.1K0.0%ValueMediumParsippany, NJ2026-10-13
WBI Investments, LLC
30,290$500.7K0.1%ValueVery HighRed Bank, NJ2026-11-05
Corbyn Investment Management Inc
29,137$481.6K0.1%ValueLowLutherville, MD2026-10-30
Harbor Capital Advisors, Inc.
28,812$4760.0%ValueHighChicago, IL2026-10-22
Eagle Wealth Strategies LLC
26,581$439.4K0.2%ETFVery LowMullica Hill, NJ2026-10-20
John G Ullman & Associates Inc
24,900$411.6K0.1%CoreLowCorning, NY2026-11-04
Greenwood Capital Associates LLC
23,551$389.3K0.0%CoreMediumGreenwood, SC2026-10-27
Arizona State Retirement System
23,153$382.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Choreo, LLC
20,924$345.9K0.0%IndexLowRockford, IL2026-10-28
Quadrant Capital Group LLC
20,522$329.2K0.0%CoreLowCincinnati, OH2026-10-20
Ledgewood Wealth Advisors, LLC
17,404$287.7K0.2%ETFLowExeter, NH2026-10-09
Farther Finance Advisors, LLC
14,303$236.4K0.0%IndexLowSan Francisco, CA2026-10-08
CWA Asset Management Group, LLC
12,500$206.6K0.0%CoreMediumNaples, FL2026-10-19
Inscription Capital, LLC
11,947$197.5K0.0%GARPMediumHouston, TX2026-11-02
Chicago Partners Investment Group LLC
11,923$199.2K0.0%GARPLowChicago, IL2026-10-27
Pictet Asset Management Holding SA
11,693$193.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
11,111$183.7K0.0%GrowthLowBethesda, MD2026-10-29
Byrne Asset Management LLC
10,940$182.4K0.1%CoreLowKingston, NJ2026-10-06
Wealth Quarterback LLC
10,320$170.6K0.1%ETFMediumToms River, NJ2026-10-20
Versant Capital Management, Inc
5,187$85.7K0.0%GARPLowPhoenix, AZ2026-10-02
Smallwood Wealth Investment Management, LLC
5,037$83.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
KBC Group NV
4,851$800.0%CoreMediumBrussels, Czech Republic2026-10-22
Blue Bell Private Wealth Management, LLC
4,275$70.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
State of Alaska, Department of Revenue
3,784$620.0%CoreVery LowJuneau, AK2026-10-15
Daytona Street Capital LLC
2,125$35.9K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Assetmark, Inc
2,089$34.5K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
2,044$33.8K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
1,928$31.9K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,762$29.1K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
1,678$27.7K0.0%CoreMediumBirmingham, AL2026-11-04
Tompkins Financial Corp
1,200$19.8K0.0%CoreLowIthaca, NY2026-10-05
Nvwm, LLC
1,147$19.0K0.0%GrowthMediumYardley, PA2026-10-14
Essential Partners LLC
1,099$18.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
United Financial Planning Group LLC
956$15.8K0.0%ETFHighHauppauge, NY2026-11-04
Nisa Investment Advisors, LLC
778$12.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parkside Financial Bank & Trust
650$10.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
536$8.9K0.0%GrowthLowTampa, FL2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
512$8.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Parallel Advisors, LLC
442$7.3K0.0%IndexLowSan Francisco, CA2026-11-03
Valley National Advisers Inc
425$7.0K0.0%ETFLowBethlehem, PA2026-10-23
Westside Investment Management, Inc.
380$6.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Larson Financial Group LLC
334$5.5K0.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Wealth Management, LLC
309$5.1K0.0%Agg GrowthLowDallas, TX2026-11-03
True Wealth Design, LLC
272$4.5K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
184$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Key FInancial Inc
180$3.0K0.0%ETFLowWest Chester, PA2026-11-02
SBI Securities Co., Ltd.
173$2.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
SJS Investment Consulting Inc.
152$2.5K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
111$1.8K0.0%ETFMediumMidvale, UT2026-10-20
Pinnacle Wealth Planning Services, Inc.
74$1.2K0.0%GARPLowMansfield, OH2026-10-27
Caitong International Asset Management Co., Ltd
29$4790.0%GrowthVery HighHong Kong, South Korea2026-10-29
Covestor Ltd
28$00.0%ValueHighLondon, United Kingdom2026-10-30
Fortitude Family Office, LLC
26$4300.0%ETFMediumScottsdale, AZ2026-10-14
Trust Co
24$3970.0%ETFVery LowManhattan, KS2026-10-09
CoreCap Advisors, LLC
5$830.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
4$660.0%CoreMediumOrchard Park, NY2026-11-05