MentionFox
Home › Stakes › OceanFirst Financial Corp
5%+ stakes · Schedule 13D and 13G

OceanFirst Financial Corp: 5%+ holders

Before you sign with, sell to or invest in OceanFirst Financial Corp

MentionFox check on OceanFirst Financial Corp: no red flags found in 11 sources (checked 6 November 2026). mentionfox.com/c/stakes/oceanfirst-financial

Check OceanFirst Financial Corp before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about OceanFirst Financial Corp?

Who has reported owning 5% or more of OceanFirst Financial Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of OceanFirst Financial Corp. The largest reported stake is Warburg Pincus LLC's, at 9.9%. 10 filings are on record since January 21, 2026 (Schedule 13D/A, August 19, 2026).

WPGG 14 Orion Investments, L.P. also filed stake reports on 1 other company ↓

Sell to companies like OceanFirst Financial Corp? Enter your website and see 10 with a filed reason to buy from you this month. Free.

Opens in a new tab. No signup.

Key facts

  • · Reporting person: Dimensional Fund Advisors LP · Sole voting: 4,856,169 · Shared voting: 0 · Sole dispositive: 4,940,352 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-08
  • · Reporting person: WPGG 14 Orion Investments, L.P. · Sole voting: 0 · Shared voting: 6,415,008 · Sole dispositive: 0 · Shared dispositive: 6,415,008 · SCHEDULE 13D/A, 2026-08-19
  • · Reporting person: State Street Corporation · Sole voting: 0 · Shared voting: 647,098 · Sole dispositive: 0 · Shared dispositive: 3,869,335 · SCHEDULE 13G, 2026-08-07
  • · Holder: Dimensional Fund Advisors LP · Percent: 4.7% · SCHEDULE 13G/A
  • · Holder: Warburg Pincus LLC ("WP LLC") · Percent: 9.9% · SCHEDULE 13D
At 5% or more2
Filings10
Latest filing2026-10-08

OceanFirst Financial Corp has 10 Schedule 13D or 13G filings on record since 2026-01-21. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Warburg Pincus LLC9.9%9,574,639SCHEDULE 13D/A, 2026-08-192026-08-17
Dimensional Fund Advisors LP5.1%4,940,352SCHEDULE 13G, 2026-10-082026-09-30
BlackRock Portfolio Management LLC4.8%2,753,229SCHEDULE 13G/A, 2026-01-212025-12-31
Wellington Management Group LLP4.5%2,595,433SCHEDULE 13G/A, 2026-05-152026-03-31
State Street Corporation4%3,869,335SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

Holding shares or following this stake? See who's behind OceanFirst Financial Corp and the warning signs.

Free to see. No signup.

Keep reading

More on OceanFirst Financial Corp and the records around it.

OceanFirst Financial Corp elsewhere on the record

Companies that share a holder

Want the whole picture on OceanFirst Financial Corp?

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on OceanFirst Financial Corp: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on OceanFirst Financial Corp covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    11 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
WPGG 14 Orion Investments, L.P.06,415,00806,415,008SCHEDULE 13D/A, 2026-08-19
WPFS II Orion Investments, L.P.03,159,63103,159,631SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Callisto) Global Growth 14 (Cayman), L.P.01,688,55801,688,558SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Europa) Global Growth 14 (Cayman), L.P.0877,1880877,188SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Global Growth 14-B (Cayman), L.P.02,147,16702,147,167SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Global Growth 14-E (Cayman), L.P.0706,8060706,806SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Global Growth 14 Partners (Cayman), L.P.0272,7020272,702SCHEDULE 13D/A, 2026-08-19
WP Global Growth 14 Partners (Cayman), L.P.0722,5870722,587SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Financial Sector II (Cayman), L.P.02,643,75802,643,758SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Financial Sector II-E (Cayman), L.P.0250,4010250,401SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Financial Sector II Partners (Cayman), L.P.0265,4720265,472SCHEDULE 13D/A, 2026-08-19
WPGG 14 Orion Investments GP, LLC06,415,00806,415,008SCHEDULE 13D/A, 2026-08-19
WPFS II Orion Investments GP, LLC03,159,63103,159,631SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Cayman) Global Growth 14 GP, L.P.06,415,00806,415,008SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Cayman) Global Growth 14 GP LLC06,415,00806,415,008SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Cayman) Financial Sector II GP, L.P.03,159,63103,159,631SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Cayman) Financial Sector II GP LLC03,159,63103,159,631SCHEDULE 13D/A, 2026-08-19
Warburg Pincus Partners II (Cayman), L.P.09,574,63909,574,639SCHEDULE 13D/A, 2026-08-19
Warburg Pincus (Bermuda) Private Equity GP Ltd.09,574,63909,574,639SCHEDULE 13D/A, 2026-08-19
Warburg Pincus LLC09,574,63909,574,639SCHEDULE 13D/A, 2026-08-19
Dimensional Fund Advisors LP4,856,16904,940,3520SCHEDULE 13G, 2026-10-08
State Street Corporation0647,09803,869,335SCHEDULE 13G, 2026-08-07

The latest filing identifies OceanFirst Financial Corp by CUSIP 675234108 and gives its principal executive office as P O Box 2009, Toms River (SCHEDULE 13G, 2026-10-08).

Timeline

FiledHolderPercentFiling
2026-01-21BlackRock Portfolio Management LLC4.8%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP5.7%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-12State Street Corporation5%SCHEDULE 13G
2026-05-15Wellington Management Group LLP4.5%SCHEDULE 13G/A
2026-06-08Warburg Pincus LLC ("WP LLC")9.9%SCHEDULE 13D
2026-07-14Dimensional Fund Advisors LP4.7%SCHEDULE 13G/A
2026-08-07State Street Corporation4%SCHEDULE 13G
2026-08-19Warburg Pincus LLC9.9%SCHEDULE 13D/A
2026-10-08Dimensional Fund Advisors LP5.1%SCHEDULE 13G

Questions about who owns OceanFirst Financial Corp

Who owns OceanFirst Financial Corp?

On this page, 2 holders' latest ownership filings report 5% or more of OceanFirst Financial Corp: Warburg Pincus LLC (9.9%, Schedule 13D/A, filed 2026-08-19) and Dimensional Fund Advisors LP (5.1%, Schedule 13G, filed 2026-10-08).

Who are the largest shareholders of OceanFirst Financial Corp?

By the share each holder's latest filing reports, the largest holders of OceanFirst Financial Corp on this page are Warburg Pincus LLC (9.9%) and Dimensional Fund Advisors LP (5.1%).

When did Warburg Pincus LLC buy into OceanFirst Financial Corp?

The filings give report dates, not purchase dates. The earliest filing from Warburg Pincus LLC on this page is the Schedule 13D/A, filed 2026-08-19, reporting 9.9%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for OceanFirst Financial Corp

DateRecordFigureOur pageSource
June 1, 2026Leadership change: John R. Buran appointed, Director, and 2 more—Leadership changesSource

Tools for this story

Each opens in a new tab, filled in for OceanFirst Financial Corp. With no account yet, you sign up free and land on the result.

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/oceanfirst-financial
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of OceanFirst Financial Corp? 2 holders at 5% or more, largest Warburg Pincus LLC 9.9%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/oceanfirst-financial