Oceanfirst Financial Corp. 13F holders
230 funds reported a position in Oceanfirst Financial Corp. in their 13F for the quarter ended 30 June 2026, together 80.4 million shares worth $1.57 billion. Against the quarter before, 45 opened a position, 116 added, 39 trimmed and 21 sold out; together they bought a net 30.2 million shares. The largest holders: BlackRock, Inc., Warburg Pincus LLC and Dimensional Fund Advisors LP.
Funds holding230+24 on Q1 2026
Shares they held80.4Mworth $1.57 billion
Net bought on the quarter30.2M sharesabout $589.6 million at the funds' values
Funds buying to selling161 to 60opened or added, to cut or sold
Opened 45Added 116Held 27Trimmed 39Sold out 21
What each fund did in OCFC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in OCFC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 34 reported a position in Oceanfirst Financial Corp.: 4 opened one, 9 added, 7 trimmed and 4 sold out, a net 55,318 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Oceanfirst Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 2.4 million shares worth $47.0 million, 0.0% of its reported book. In the quarter, 5 funds added or opened a position and 1 trimmed or sold out; together they bought a net 2.3 million shares, about $44.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 2,406,209 | $47.0 million | 0.0% | +833,700 | added | 30 June 2026 | 13F |
| Geode Capital Management | 2,200,983 | $43.0 million | 0.0% | +790,935 | added | 30 June 2026 | 13F |
| Citadel Advisors | 635,527 | $12.4 million | 0.0% | +121,218 | added | 30 June 2026 | 13F |
| FMR LLC | 592,910 | $11.6 million | 0.0% | +367,908 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 475,056 | $9.3 million | 0.0% | +167,700 | added | 30 June 2026 | 13F |
| Millennium Management | 59,737 | $1.2 million | 0.0% | -28,677 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 9,940,366 | 12.36% | $194.1 million | 0.00% | +3,206,812 | 13F |
| Warburg Pincus LLC | 9,574,639 | 11.91% | $187.0 million | 100.00% | new | 13F |
| Dimensional Fund Advisors LP | 4,589,658 | 5.71% | $89.6 million | 0.02% | +1,180,555 | 13F |
| Wellington Management Group LLP | 4,114,069 | 5.12% | $80.3 million | 0.01% | +1,518,636 | 13F |
| State Street Corp. | 3,869,335 | 4.81% | $75.6 million | 0.00% | +986,962 | 13F |
| Vanguard Capital Management LLC | 3,672,693 | 4.57% | $71.7 million | 0.00% | +1,245,519 | 13F |
| T. Rowe Price Investment Management, Inc. | 2,931,548 | 3.65% | $57.3 million | 0.04% | +754,961 | 13F |
| Two Sigma Investments, LP | 2,406,209 | 2.99% | $47.0 million | 0.04% | +833,700 | 13F |
| Invesco Ltd. | 2,391,416 | 2.97% | $46.7 million | 0.00% | +395,191 | 13F |
| Geode Capital Management, LLC | 2,200,983 | 2.74% | $43.0 million | 0.00% | +790,935 | 13F |
| Systematic Financial Management LP | 1,517,701 | 1.89% | $29.6 million | 0.59% | +134,113 | 13F |
| Endeavour Capital Advisors Inc. | 1,347,421 | 1.68% | $26.3 million | 5.40% | +219,069 | 13F |
| Hotchkis & Wiley Capital Management LLC | 1,295,618 | 1.61% | $25.3 million | 0.07% | +604,213 | 13F |
| Mirabella Financial Services LLP | 1,292,641 | 1.61% | $25.2 million | 2.58% | +493,735 | 13F |
| GW&K Investment Management, LLC | 1,209,716 | 1.50% | $23.6 million | 0.18% | -15,079 | 13F |
| American Century Companies Inc. | 1,188,360 | 1.48% | $23.2 million | 0.01% | -40,328 | 13F |
| Charles Schwab Investment Management Inc. | 1,075,612 | 1.34% | $21.0 million | 0.00% | +229,270 | 13F |
| Nuveen, LLC | 913,179 | 1.14% | $17.8 million | 0.00% | +290,835 | 13F |
| Gamco Investors, Inc. Et Al | 863,433 | 1.07% | $16.9 million | 0.15% | +704,433 | 13F |
| JPMorgan Chase & Co. | 832,878 | 1.04% | $16.3 million | 0.00% | +194,203 | 13F |
| Goldman Sachs Group Inc. | 795,920 | 0.99% | $15.5 million | 0.00% | +97,509 | 13F |
| Northern Trust Corp. | 791,180 | 0.98% | $15.5 million | 0.00% | +289,318 | 13F |
| UBS Group AG | 778,555 | 0.97% | $15.2 million | 0.00% | +651,146 | 13F |
| Vanguard Portfolio Management LLC | 762,479 | 0.95% | $14.9 million | 0.00% | +191,779 | 13F |
| CSM Advisors, LLC | 734,313 | 0.91% | $14.3 million | 0.31% | +413,595 | 13F |
| AQR Capital Management LLC | 730,153 | 0.91% | $14.3 million | 0.01% | +327,306 | 13F |
| Bank of New York Mellon Corp | 644,780 | 0.80% | $12.6 million | 0.00% | +174,688 | 13F |
| Citadel Advisors LLC | 635,527 | 0.79% | $12.4 million | 0.01% | +121,218 | 13F |
| Strategic Value Bank Partners LLC | 627,333 | 0.78% | $12.3 million | 8.58% | no change | 13F |
| Royce & Associates LP | 622,226 | 0.77% | $12.2 million | 0.10% | +137,696 | 13F |
| Ameriprise Financial Inc. | 620,865 | 0.77% | $12.1 million | 0.00% | +71,027 | 13F |
| FMR LLC | 592,910 | 0.74% | $11.6 million | 0.00% | +367,908 | 13F |
| Vanguard Fiduciary Trust Co. | 576,258 | 0.72% | $11.3 million | 0.00% | +208,753 | 13F |
| Bridgeway Capital Management, LLC | 555,727 | 0.69% | $10.9 million | 0.19% | +232,884 | 13F |
| Glenmede Trust Co. NA | 545,317 | 0.68% | $10.7 million | 0.05% | -22,594 | 13F |
| Glendon Capital Management LP | 539,542 | 0.67% | $10.5 million | 1.37% | +264,042 | 13F |
| Gabelli Funds LLC | 536,950 | 0.67% | $10.5 million | 0.07% | +494,950 | 13F |
| Bank of America Corp. | 522,726 | 0.65% | $10.2 million | 0.00% | +29,103 | 13F |
| Arrowstreet Capital, Limited Partnership | 518,827 | 0.65% | $10.1 million | 0.00% | +494,401 | 13F |
| Morgan Stanley | 489,405 | 0.61% | $9.6 million | 0.00% | +86,705 | 13F |
| Manufacturers Life Insurance Company, the | 489,306 | 0.61% | $9.6 million | 0.01% | +474,281 | 13F |
| Renaissance Technologies LLC | 475,056 | 0.59% | $9.3 million | 0.01% | +167,700 | 13F |
| D. E. Shaw & Co., Inc. | 455,296 | 0.57% | $8.9 million | 0.01% | +335,223 | 13F |
| Dana Investment Advisors, Inc. | 425,718 | 0.53% | $8.3 million | 0.22% | new | 13F |
| LSV Asset Management | 393,000 | 0.49% | $7.7 million | 0.01% | -89,508 | 13F |
| Empowered Funds, LLC | 367,932 | 0.46% | $7.2 million | 0.04% | +157,825 | 13F |
| Bessemer Group Inc. | 297,880 | 0.37% | $5.8 million | 0.01% | +139,700 | 13F |
| Prudential Financial Inc. | 267,408 | 0.33% | $5.2 million | 0.01% | new | 13F |
| Mendon Capital Advisors Corp. | 253,424 | 0.32% | $4.9 million | 1.75% | +233,424 | 13F |
| Third Avenue Management LLC | 246,662 | 0.31% | $4.8 million | 0.77% | no change | 13F |
The 50 largest of the 230 funds that reported a position in OCFC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on OCFC
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 20,640 | $403,099 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 8 October 2026 | 13G | Dimensional Fund Advisors LP and 1 other | 4.9 million | 5.1% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 19 August 2026 | 13D/A | WPGG 14 Orion Investments, L.P. and 19 others | 9.6 million | 9.9% | 17 August 2026 | EDGAR | |
| 7 August 2026 | 13G | State Street Corporation and 1 other | 3.9 million | 4.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 July 2026 | 13G/A | Dimensional Fund Advisors LP and 1 other | 4.6 million | 4.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 June 2026 | 13D | WPGG 14 Orion Investments, L.P. ("WPGG14 Investor") and 19 others | 9.6 million | 9.9% | 1 June 2026 | The information set forth in Items 3 and 6 of this Statement is hereby incorporated by reference into this Item 4. The Warburg Pincus Reporting Persons beneficially own the Common Stock for investment purposes. Investment Agreement The foll | EDGAR |
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 5 others | 2.6 million | 4.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 May 2026 | 13G | State Street Corporation and 1 other | 2.9 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 10 February 2026 | 13G | Wellington Management Group LLP and 7 others | 3.3 million | 5.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock Portfolio Management LLC and 1 other | 2.8 million | 4.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 10 September 2026 | 751 | $18.65 | SEC |
| 8 September 2026 | 8 | $19.43 | SEC |
| 1 September 2026 | 2,367 | $18.84 | SEC |
| 28 August 2026 | 1,554 | $18.89 | SEC |
| 27 August 2026 | 7,154 | $19.02 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.