Bank OZK
OZK- Exchange
- Nasdaq
- SEC CIK
- 0001569650
No open-market purchases or sales by Bank OZK insiders were filed in the last 90 days; 529 institutions reported holding it in 13F filings for Q2 2026, worth $5.44B in total; Giverny Capital is the only superinvestor holding it.
Other share classesOZKAP
13F holders, Q2 2026
Institutional positions in Bank OZK as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 529
- +32 vs. Q1 2026
- Shares held
- 104.3M
- −246.3K (−0.2%) vs. Q1 2026
- Total value
- $5.44B
- +$637.2M (+13.3%) vs. Q1 2026
- New holders
- 83
- 194 more added
- Sold out
- 51
- 175 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OZK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 529 | $5.44B |
| Q1 2026 | 502 | $4.81B |
| Q4 2025 | 509 | $4.85B |
| Q3 2025 | 526 | $5.37B |
| Q2 2025 | 474 | $5.01B |
| Q1 2025 | 482 | $4.63B |
| Q4 2024 | 470 | $4.68B |
| Q3 2024 | 439 | $4.54B |
| Q2 2024 | 434 | $4.12B |
| Q1 2024 | 427 | $4.67B |
| Q4 2023 | 421 | $4.92B |
| Q3 2023 | 385 | $3.77B |
| Q2 2023 | 363 | $4.31B |
| Q1 2023 | 391 | $3.59B |
| Q4 2022 | 405 | $3.96B |
| Q3 2022 | 352 | $3.84B |
| Q2 2022 | 355 | $3.72B |
| Q1 2022 | 369 | $4.26B |
| Q4 2021 | 357 | $4.68B |
| Q3 2021 | 351 | $4.43B |
| Q2 2021 | 344 | $4.46B |
| Q1 2021 | 351 | $4.33B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,739,401 | $559.4M | 0.01% | −196,958−1.8% | Reduced |
| Dimensional Fund Advisors LP | 6,681,155 | $348.0M | 0.06% | +55,495+0.8% | Added |
| State Street Corp | 6,076,462 | $316.5M | 0.01% | −61,684−1.0% | Reduced |
| Vanguard Portfolio Management LLC | 5,199,115 | $270.8M | 0.01% | −155,837−2.9% | Reduced |
| Vanguard Capital Management LLC | 4,733,512 | $246.6M | 0.01% | +48,106+1.0% | Added |
| Wasatch Advisors Inc | 4,695,376 | $244.6M | 1.60% | −1,431,022−23.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,103,828 | $213.8M | 0.03% | +259,791+6.8% | Added |
| American Century Companies Inc | 3,674,397 | $191.4M | 0.08% | +313,446+9.3% | Added |
| Geode Capital Management, LLC | 3,282,071 | $184.0M | 0.01% | +108,281+3.4% | Added |
| AQR Capital Management LLC | 3,274,181 | $169.6M | 0.06% | +1,664,598+103.4% | Added |
| First Trust Advisors LP | 3,037,125 | $158.2M | 0.09% | +1,0240.0% | Added |
| Captrust Financial Advisors | 2,570,708 | $133.9M | 0.21% | +249,812+10.8% | Added |
| Van Berkom & Associates Inc. | 1,604,567 | $83.6M | 2.69% | −1,844,233−53.5% | Reduced |
| Goldman Sachs Group Inc | 1,575,317 | $82.1M | 0.01% | +639,724+68.4% | Added |
| Norges Bank | 1,570,873 | $81.8M | 0.01% | +1,570,873 | New |
| Two Sigma Investments, LP | 1,330,867 | $69.3M | 0.05% | +448,040+50.8% | Added |
| Quantinno Capital Management LP | 1,327,775 | $69.2M | 0.08% | +397,887+42.8% | Added |
| Bank of New York Mellon Corp | 1,217,324 | $63.4M | 0.01% | +79,166+7.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,198,116 | $62.4M | 2.10% | −32,943−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,165,435 | $60.7M | 0.04% | +135,770+13.2% | Added |
| Morgan Stanley | 1,120,435 | $58.4M | 0.00% | −252,022−18.4% | Reduced |
| Invesco Ltd. | 1,005,215 | $52.4M | 0.00% | +22,100+2.2% | Added |
| Northern Trust Corp | 955,993 | $49.8M | 0.01% | +950.0% | Added |
| Millennium Management LLC | 932,160 | $48.6M | 0.03% | +22,572+2.5% | Added |
| Fairholme Capital Management LLC | 921,252 | $48.0M | 3.22% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 860,817 | $44.8M | 0.02% | +272,632+46.4% | Added |
| Tudor Investment Corp Et Al | 810,073 | $42.2M | 0.17% | +143,351+21.5% | Added |
| Renaissance Technologies LLC | 781,897 | $40.7M | 0.06% | −137,000−14.9% | Reduced |
| Kennedy Capital Management, Inc. | 660,025 | $34.4M | 0.61% | −17,320−2.6% | Reduced |
| Bank of America Corp | 656,898 | $34.2M | 0.00% | −117,355−15.2% | Reduced |
| Vanguard Fiduciary Trust Co | 652,319 | $34.0M | 0.01% | +5,623+0.9% | Added |
| Voloridge Investment Management, LLC | 609,347 | $31.7M | 0.14% | −87,291−12.5% | Reduced |
| Newport Trust Co | 592,739 | $30.9M | 0.07% | −18,657−3.1% | Reduced |
| UBS Group AG | 545,546 | $28.4M | 0.00% | +89,466+19.6% | Added |
| ProShare Advisors LLC | 545,129 | $28.4M | 0.04% | +7,306+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 521,909 | $27.6M | 0.04% | +136,200+35.3% | Added |
| SEI Investments Co | 518,824 | $27.0M | 0.02% | −90,870−14.9% | Reduced |
| LSV Asset Management | 499,100 | $26.0M | 0.05% | −4,700−0.9% | Reduced |
| Twin Lions Management LLC | 485,160 | $25.3M | 19.82% | 00.0% | Unchanged |
| Wellington Management Group LLP | 470,333 | $24.5M | 0.00% | −251,154−34.8% | Reduced |
| Citigroup Inc | 458,513 | $23.9M | 0.01% | +207,668+82.8% | Added |
| LPL Financial LLC | 451,390 | $23.5M | 0.01% | +4,107+0.9% | Added |
| Citadel Advisors LLC | 440,728 | $23.0M | 0.01% | −713,177−61.8% | Reduced |
| HRT Financial LP | 435,761 | $22.7M | 0.04% | +270,688+164.0% | Added |
| Raymond James Financial Inc | 341,754 | $17.8M | 0.00% | +9,499+2.9% | Added |
| Treasurer of the State of North Carolina | 335,972 | $17.5M | 0.05% | +540+0.2% | Added |
| Franklin Resources Inc | 327,434 | $17.1M | 0.00% | +28,129+9.4% | Added |
| Mackenzie Financial Corp | 323,129 | $16.8M | 0.02% | −245,662−43.2% | Reduced |
| Algert Global LLC | 319,312 | $16.6M | 0.20% | −40,638−11.3% | Reduced |
| Rhumbline Advisers | 303,917 | $15.8M | 0.01% | −21,542−6.6% | Reduced |
| UBS Asset Management Americas Inc | 297,669 | $15.5M | 0.00% | −12,260−4.0% | Reduced |
| JPMorgan Chase & Co | 289,468 | $15.2M | 0.00% | −14,739−4.8% | Reduced |
| Cabot Wealth Management Inc | 289,305 | $15.1M | 1.53% | −5,538−1.9% | Reduced |
| Bridgewater Associates, LP | 287,790 | $15.0M | 0.06% | +4,570+1.6% | Added |
| Earnest Partners LLC | 287,583 | $15.0M | 0.05% | −475−0.2% | Reduced |
| Jump Financial, LLC | 281,488 | $14.7M | 0.13% | +178,888+174.4% | Added |
| Victory Capital Management Inc | 278,961 | $14.5M | 0.01% | −118,117−29.7% | Reduced |
| Diamond Hill Capital Management Inc | 269,495 | $14.0M | 0.11% | +10,442+4.0% | Added |
| Public Sector Pension Investment Board | 268,064 | $14.0M | 0.04% | −7,625−2.8% | Reduced |
| Envestnet Asset Management Inc | 266,877 | $13.9M | 0.00% | +7,762+3.0% | Added |
| Rice Hall James & Associates, LLC | 259,433 | $13.5M | 0.66% | −160−0.1% | Reduced |
| Ranger Investment Management, L.P. | 254,180 | $13.2M | 0.84% | −17,407−6.4% | Reduced |
| Weybosset Research & Management LLC | 242,266 | $12.6M | 3.31% | +2,879+1.2% | Added |
| Clearbridge Investments, LLC | 241,930 | $12.6M | 0.01% | +2,965+1.2% | Added |
| Point72 Asset Management, L.P. | 239,299 | $12.5M | 0.02% | +17,745+8.0% | Added |
| California Public Employees Retirement System | 237,875 | $12.4M | 0.01% | +6,221+2.7% | Added |
| Principal Financial Group Inc | 233,693 | $12.2M | 0.01% | +1,362+0.6% | Added |
| Barclays PLC | 231,583 | $12.1M | 0.00% | −14,836−6.0% | Reduced |
| Trexquant Investment LP | 226,299 | $11.8M | 0.07% | +226,299 | New |
| Hodges Capital Management Inc. | 222,823 | $11.6M | 0.77% | −28,753−11.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 240,786 | $11.6M | 0.22% | +240,786 | New |
| Swiss National Bank | 210,433 | $11.0M | 0.01% | −2,300−1.1% | Reduced |
| Quantbot Technologies LP | 210,162 | $10.9M | 0.43% | −63,063−23.1% | Reduced |
| Numerai GP LLC | 203,437 | $10.6M | 0.87% | +41,323+25.5% | Added |
| Virginia Retirement Systems Et Al | 190,934 | $9.95M | 0.06% | −17,900−8.6% | Reduced |
| Mariner, LLC | 184,930 | $9.63M | 0.01% | +155,828+535.5% | Added |
| CI Private Wealth, LLC | 182,738 | $9.52M | 0.01% | +19,595+12.0% | Added |
| Congress Asset Management Co | 174,690 | $9.10M | 0.06% | +66,088+60.9% | Added |
| Schonfeld Strategic Advisors LLC | 169,505 | $8.83M | 0.05% | +77,593+84.4% | Added |
| Ci Investments Inc. | 163,780 | $8.53M | 0.03% | −14,502−8.1% | Reduced |
| Nuveen, LLC | 160,379 | $8.35M | 0.00% | +12,399+8.4% | Added |
| CBOE Vest Financial, LLC | 151,117 | $7.87M | 0.08% | +4,655+3.2% | Added |
| QV Investors Inc. | 142,060 | $7.40M | 0.57% | −3,310−2.3% | Reduced |
| Hudson Bay Capital Management LP | 140,614 | $7.32M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 159,249 | $7.31M | 0.00% | +30,048+23.3% | Added |
| ExodusPoint Capital Management, LP | 138,823 | $7.23M | 0.07% | +88,253+174.5% | Added |
| Russell Investments Group, Ltd. | 137,863 | $7.18M | 0.01% | −4,096−2.9% | Reduced |
| Allianz Asset Management GmbH | 135,929 | $7.08M | 0.01% | −90,135−39.9% | Reduced |
| Legal & General Group Plc | 135,322 | $7.05M | 0.00% | −4,227−3.0% | Reduced |
| MAI Capital Management | 131,906 | $6.87M | 0.03% | +47,144+55.6% | Added |
| Gsa Capital Partners LLP | 129,863 | $6.76M | 0.43% | −5,579−4.1% | Reduced |
| Man Group plc | 123,981 | $6.46M | 0.01% | −87,289−41.3% | Reduced |
| California State Teachers Retirement System | 121,883 | $6.35M | 0.01% | −11,303−8.5% | Reduced |
| New York State Teachers Retirement System | 118,329 | $6.16M | 0.01% | −1,094−0.9% | Reduced |
| Cerity Partners LLC | 114,604 | $5.97M | 0.01% | +74,667+187.0% | Added |
| Squarepoint Ops LLC | 110,354 | $5.75M | 0.01% | +17,135+18.4% | Added |
| South Dakota Investment Council | 109,510 | $5.70M | 0.10% | 00.0% | Unchanged |
| Colony Group, LLC | 106,894 | $5.56M | 0.01% | −53,747−33.5% | Reduced |
| State Board of Administration of Florida Retirement System | 106,743 | $5.56M | 0.01% | −2,870−2.6% | Reduced |
| Ameriprise Financial Inc | 106,645 | $5.56M | 0.00% | −17,610−14.2% | Reduced |