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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, Q1 2021

Institutional positions in Bank OZK as of Mar 31, 2021. 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
351
No complete 13F data for Q4 2020
Shares held
106.1M
No complete 13F data for Q4 2020
Total value
$4.33B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 351 institutions
Q1 2021: 351 institutionsQ2 2021: 344 institutionsQ3 2021: 351 institutionsQ4 2021: 357 institutionsQ1 2022: 369 institutionsQ2 2022: 355 institutionsQ3 2022: 352 institutionsQ4 2022: 404 institutionsQ1 2023: 391 institutionsQ2 2023: 363 institutionsQ3 2023: 385 institutionsQ4 2023: 421 institutionsQ1 2024: 427 institutionsQ2 2024: 434 institutionsQ3 2024: 439 institutionsQ4 2024: 470 institutionsQ1 2025: 482 institutionsQ2 2025: 474 institutionsQ3 2025: 526 institutionsQ4 2025: 509 institutionsQ1 2026: 502 institutionsQ2 2026: 529 institutions
Value heldQ1 2021: $4.33B
Q1 2021: $4.33BQ2 2021: $4.46BQ3 2021: $4.42BQ4 2021: $4.67BQ1 2022: $4.26BQ2 2022: $3.72BQ3 2022: $3.83BQ4 2022: $3.96BQ1 2023: $3.59BQ2 2023: $4.31BQ3 2023: $3.77BQ4 2023: $4.85BQ1 2024: $4.54BQ2 2024: $4.10BQ3 2024: $4.53BQ4 2024: $4.68BQ1 2025: $4.63BQ2 2025: $5.00BQ3 2025: $5.36BQ4 2025: $4.82BQ1 2026: $4.73BQ2 2026: $5.44B
Institutions holding OZK and their total value by quarter
QuarterHoldersValue
Q2 2026529$5.44B
Q1 2026502$4.73B
Q4 2025509$4.82B
Q3 2025526$5.36B
Q2 2025474$5.00B
Q1 2025482$4.63B
Q4 2024470$4.68B
Q3 2024439$4.53B
Q2 2024434$4.10B
Q1 2024427$4.54B
Q4 2023421$4.85B
Q3 2023385$3.77B
Q2 2023363$4.31B
Q1 2023391$3.59B
Q4 2022404$3.96B
Q3 2022352$3.83B
Q2 2022355$3.72B
Q1 2022369$4.26B
Q4 2021357$4.67B
Q3 2021351$4.42B
Q2 2021344$4.46B
Q1 2021351$4.33B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Bank OZK.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OZK in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp11,857,072$484.4M0.03%––
Vanguard Group Inc11,809,185$482.4M0.01%––
BlackRock Inc.10,971,487$448.2M0.01%––
Wasatch Advisors Inc8,191,308$334.6M1.50%––
Dimensional Fund Advisors LP6,760,999$276.2M0.09%––
Diamond Hill Capital Management Inc3,587,441$146.5M0.59%––
Principal Financial Group Inc3,310,437$135.2M0.10%––
Newport Trust Co3,078,516$125.8M0.31%––
Van Berkom & Associates Inc.2,851,966$116.5M2.55%––
Epoch Investment Partners, Inc.2,312,951$94.5M0.44%––
FMR LLC2,257,393$92.2M0.01%––
Jarislowsky, Fraser Ltd2,141,440$87.5M0.43%––
Charles Schwab Investment Management Inc1,984,245$81.1M0.03%––
Copeland Capital Management, LLC1,607,795$65.7M2.05%––
Geode Capital Management, LLC1,546,825$63.2M0.01%––
Bank of New York Mellon Corp1,439,474$58.8M0.01%––
Norges Bank1,298,524$53.0M0.01%––
ArrowMark Colorado Holdings LLC1,273,626$52.0M0.39%––
Massachusetts Financial Services Co1,083,497$44.3M0.01%––
Northern Trust Corp1,046,411$42.7M0.01%––
Clearbridge Investments, LLC829,981$33.9M0.03%––
FIL Ltd819,078$33.5M0.04%––
Rice Hall James & Associates, LLC751,740$30.7M1.00%––
Wells Fargo & Company533,948$21.8M0.01%––
Kennedy Capital Management, Inc.497,955$20.3M0.41%––
First Trust Advisors LP472,690$19.3M0.02%––
Cabot Wealth Management Inc468,667$19.1M2.70%––
ProShare Advisors LLC464,805$19.0M0.06%––
Great Lakes Advisors, LLC464,419$19.0M0.31%––
JPMorgan Chase & Co447,555$18.3M0.00%––
Parametric Portfolio Associates LLC424,920$17.4M0.01%––
Nuveen Asset Management, LLC417,768$17.1M0.01%––
Invesco Ltd.415,557$17.0M0.00%––
Driehaus Capital Management LLC415,100$17.0M0.25%––
Ziegler Capital Management, LLC406,175$16.6M0.52%––
O'Shaughnessy Asset Management, LLC399,338$16.3M0.36%––
Envestnet Asset Management Inc397,217$16.2M0.01%––
Retirement Systems of Alabama396,483$16.2M0.06%––
Ameriprise Financial Inc391,529$16.0M0.01%––
Raymond James & Associates385,353$15.7M0.02%––
Goldman Sachs Group Inc379,247$15.5M0.00%––
Kames Capital plc358,583$14.6M0.22%––
Rhumbline Advisers344,514$14.1M0.02%––
Brandywine Global Investment Management, LLC344,322$14.1M0.11%––
Morgan Stanley332,398$13.6M0.00%––
SEI Investments Co318,422$12.6M0.03%––
California Public Employees Retirement System306,144$12.5M0.01%––
Sapience Investments, LLC289,010$11.8M1.48%––
Schroder Investment Management Group284,119$11.6M0.02%––
Millennium Management LLC281,198$11.5M0.02%––
Swiss National Bank279,133$11.4M0.01%––
Voya Investment Management LLC277,161$11.3M0.02%––
QV Investors Inc.260,000$10.6M0.65%––
LPL Financial LLC255,969$10.5M0.01%––
Citadel Advisors LLC254,980$10.4M0.01%––
Weybosset Research & Management LLC254,310$10.4M4.29%––
Renaissance Technologies LLC241,597$9.87M0.01%––
Wellington Management Group LLP241,464$9.86M0.00%––
TCW Group Inc228,840$9.35M0.09%––
Schonfeld Strategic Advisors LLC227,578$9.30M0.12%––
Citigroup Inc223,410$9.13M0.01%––
American International Group, Inc.219,087$8.95M0.04%––
California State Teachers Retirement System212,149$8.67M0.01%––
UBS Group AG207,812$8.49M0.00%––
UBS Asset Management Americas Inc206,695$8.44M0.00%––
Legal & General Group Plc201,861$8.25M0.00%––
Tdam USA Inc.197,817$8.08M0.49%––
Barclays PLC193,565$7.91M0.01%––
Alliancebernstein L.P.186,370$7.61M0.00%––
Giverny Capital Inc.SuperinvestorGiverny Capital176,670$7.22M0.48%––
Rafferty Asset Management, LLC165,383$6.76M0.05%––
American Century Companies Inc153,217$6.26M0.00%––
Credit Suisse AG152,960$6.25M0.00%––
State Board of Administration of Florida Retirement System146,383$5.98M0.01%––
New York State Common Retirement Fund141,400$5.78M0.01%––
Monarch Partners Asset Management LLC141,080$5.76M0.87%––
Bank of America Corp140,376$5.73M0.00%––
Cubist Systematic Strategies, LLC139,495$5.70M0.07%––
Susquehanna Fundamental Investments, LLC136,094$5.56M0.10%––
Manufacturers Life Insurance Company, The135,887$5.55M0.00%––
Horrell Capital Management, Inc.127,330$5.20M2.05%––
Global Frontier Investments LLC125,000$5.11M4.40%––
Connor, Clark & Lunn Investment Management Ltd.124,953$5.10M0.03%––
Neuberger Berman Group LLC119,748$4.84M0.00%––
AQR Capital Management LLC117,980$4.82M0.01%––
Ensign Peak Advisors, Inc116,923$4.78M0.01%––
Selective Wealth Management, Inc.115,709$4.73M4.30%––
New York State Teachers Retirement System114,408$4.67M0.01%––
Meritage Portfolio Management113,713$4.64M0.31%––
Mutual of America Capital Management LLC109,078$4.46M0.05%––
B. Metzler seel. Sohn & Co. Holding AG106,530$4.35M0.07%––
Alaska Permanent Fund Corp102,900$4.20M0.08%––
Synergy Financial Management, LLC102,039$4.17M1.25%––
Russell Investments Group, Ltd.99,253$4.05M0.01%––
AXA S.A.91,660$3.74M0.01%––
Stephens Inc90,523$3.70M0.06%––
Texas Permanent School Fund90,312$3.69M0.05%––
Two Sigma Advisers, LP86,612$3.54M0.01%––
SG Americas Securities, LLC86,064$3.52M0.02%––
Segall Bryant & Hamill, LLC79,343$3.24M0.03%––