OceanFirst Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OCFC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,639,946	2.73%
VC/PE Firms	9,574,639	9.9%
General Public	33,957,232	35.1%
Institutions	50,528,183	52.3%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 65.6%.

Top Shareholders

Top 25 shareholders own 48.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.9%	Warburg Pincus LLC	9,574,639	US$182.6m	0%	9.95%
6.96%	BlackRock, Inc.	6,733,554	US$128.4m	-5.23%	no data
3.53%	Dimensional Fund Advisors LP	3,409,103	US$65.0m	5.55%	0.01%
2.98%	State Street Global Advisors, Inc.	2,882,373	US$55.0m	58.6%	no data
2.68%	Wellington Management Group LLP	2,595,433	US$49.5m	-20.5%	0.01%
2.51%	Vanguard Capital Management, LLC	2,427,174	US$46.3m	0%	no data
2.34%	T. Rowe Price Group, Inc.	2,258,306	US$43.1m	0.56%	no data
1.99%	Invesco Ltd.	1,920,029	US$36.6m	-0.69%	0.01%
1.63%	Two Sigma Investments, LP	1,572,509	US$30.0m	184%	0.02%
1.46%	Geode Capital Management, LLC	1,410,048	US$26.9m	-0.73%	no data
1.43%	Systematic Financial Management LP	1,383,588	US$26.4m	15.1%	0.48%
1.27%	American Century Investment Management Inc	1,228,688	US$23.4m	-5.45%	0.01%
1.27%	GW&K Investment Management, LLC	1,224,795	US$23.4m	-2.18%	0.17%
1.17%	Endeavour Capital Advisors Inc.	1,128,352	US$21.5m	41%	4.45%
0.88%	Charles Schwab Investment Management, Inc.	846,342	US$16.1m	0.97%	no data
0.83%	Mirabella Financial Services LLP	798,906	US$15.2m	0%	1.45%
0.74%	MetLife Investment Management, LLC	718,008	US$13.7m	0.13%	0.05%
0.71%	Hotchkis and Wiley Capital Management, LLC	691,405	US$13.2m	-1.79%	0.03%
0.65%	Strategic Value Bank Partners LLC	627,333	US$12.0m	0%	5.93%
0.63%	Canyon Capital Advisors LLC	613,230	US$11.7m	0%	1.42%
0.6%	JP Morgan Asset Management	581,839	US$11.1m	-8.51%	no data
0.59%	Vanguard Portfolio Management, LLC	570,700	US$10.9m	0%	no data
0.59%	The Glenmede Trust Company, National Association	567,911	US$10.8m	-8.55%	0.05%
0.57%	The Goldman Sachs Group, Inc.	552,923	US$10.5m	199%	no data
0.57%	Columbia Management Investment Advisers, LLC	549,838	US$10.5m	-3.02%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/10 22:06
End of Day Share Price	2026/07/10 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OceanFirst Financial Corp. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Marinac	Brean Capital Historical (Janney Montgomery)
Peter Winter	D.A. Davidson & Co.
null null	D.A. Davidson & Co.