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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
Global Trust Asset Management, LLC16$1.00K0.00%––
Alpha DNA Investment Management LLC35$1.00K0.00%––
Raffa Wealth Management, LLC38$1.55K0.00%––
Parkside Financial Bank & Trust52$2.00K0.00%––
Harbor Investment Advisory, LLC48$2.00K0.00%––
Highlander Capital Management, LLC40$2.00K0.00%––
CWM, LLC43$2.00K0.00%––
Glassman Wealth Services52$2.00K0.00%––
Enterprise Financial Services Corp84$3.00K0.00%––
Assetmark, Inc81$3.00K0.00%––
Sandy Spring Bank70$3.00K0.00%––
Lindbrook Capital, LLC70$3.00K0.00%––
International Assets Investment Management, LLC109$3.00K0.00%––
Ameritas Investment Company, LLC85$3.47K0.00%––
Denali Advisors LLC89$4.00K0.00%––
IFP Advisors, Inc96$4.00K0.00%––
Valeo Financial Advisors, LLC94$4.00K0.00%––
Larson Financial Group LLC100$4.00K0.00%––
Arkadios Wealth Advisors110$4.00K0.00%––
Carolinas Wealth Consulting LLC105$4.00K0.00%––
Versant Capital Management, Inc131$5.00K0.00%––
Disciplined Investments, LLC112$5.00K0.00%––
1832 Asset Management L.P.160$7.00K0.00%––
Cullen/Frost Bankers, Inc.200$8.00K0.00%––
Pacitti Group Inc.200$8.00K0.01%––
Spire Wealth Management198$8.00K0.00%––
Security National Trust Co210$9.00K0.00%––
Carroll Financial Associates, Inc.236$9.00K0.00%––
Gemmer Asset Management LLC226$9.00K0.00%––
Parallel Advisors, LLC278$11.0K0.00%––
Toth Financial Advisory Corp340$14.0K0.00%––
Delta Asset Management LLC370$15.0K0.00%––
TCI Wealth Advisors, Inc.374$15.0K0.01%––
Harvest Fund Management Co., Ltd368$15.0K0.00%––
Benjamin F. Edwards & Company, Inc.471$19.0K0.00%––
First Mercantile Trust Co510$21.0K0.00%––
American Portfolios Advisors597$24.4K0.00%––
Investors Research Corp600$25.0K0.01%––
Van Eck Associates Corp638$26.0K0.00%––
Steward Partners Investment Advisory, LLC638$26.1K0.00%––
Harbour Investments, Inc.667$27.0K0.00%––
Fifth Third Bancorp690$28.0K0.00%––
Eaton Vance Management719$29.0K0.00%––
NEXT Financial Group, Inc869$36.0K0.00%––
Geneos Wealth Management Inc.919$37.0K0.00%––
Acadian Asset Management LLC1,045$43.0K0.00%––
Montag A & Associates Inc1,250$51.0K0.00%––
TCTC Holdings, LLC1,400$57.0K0.00%––
Global Retirement Partners, LLC1,494$61.0K0.01%––
Gradient Investments LLC1,522$62.0K0.00%––
Signaturefd, LLC1,633$67.0K0.00%––
Fieldpoint Private Securities, LLC1,632$67.0K0.02%––
Ci Investments Inc.1,691$69.0K0.00%––
Longfellow Investment Management Co LLC1,725$71.0K0.01%––
Wolverine Asset Management LLC1,832$74.0K0.00%––
Dividend Assets Capital, LLC1,850$76.0K0.01%––
Proequities, Inc.2,340$96.0K0.01%––
Meeder Asset Management Inc2,448$99.0K0.01%––
FORA Capital, LLC2,763$113.0K0.04%––
Toronto Dominion Bank2,781$114.0K0.00%––
Rockefeller Capital Management L.P.3,582$146.0K0.00%––
US Bancorp3,781$154.0K0.00%––
Agf Investments Inc.4,278$175.0K0.00%––
Shell Asset Management Co4,385$179.0K0.00%––
Advisors Asset Management, Inc.4,430$181.0K0.00%––
HHM Wealth Advisors, LLC4,520$185.0K0.06%––
Captrust Financial Advisors4,707$192.0K0.00%––
XTX Topco Ltd4,942$202.0K0.10%––
Evoke Wealth, LLC5,000$204.0K0.01%––
MML Investors Services, LLC5,319$217.0K0.00%––
Creative Planning5,386$220.0K0.00%––
Chicago Trust Co NA5,552$227.0K0.08%––
Homrich & Berg5,583$228.0K0.01%––
Mark Stevens5,629$230.0K0.03%––
BBVA USA Bancshares, Inc.5,688$232.0K0.01%––
D.A. Davidson & Co.5,715$233.0K0.00%––
Roberts Glore & Co Inc5,730$234.0K0.07%––
Applied Capital LLC5,757$235.0K0.25%––
Macquarie Group Ltd6,012$246.0K0.00%––
Janney Montgomery Scott LLC6,101$249.0K0.00%––
Weld Capital Management LLC6,093$249.0K0.11%––
Mackay Shields LLC6,218$254.0K0.00%––
Berman Capital Advisors, LLC6,280$255.0K0.05%––
The PNC Financial Services Group, Inc.6,254$256.0K0.00%––
Palouse Capital Management, Inc.6,320$258.0K0.11%––
Sabal Trust CO6,304$258.0K0.02%––
Utah Retirement Systems6,342$259.0K0.00%––
Naples Global Advisors, LLC6,350$259.0K0.04%––
Algert Global LLC6,455$264.0K0.08%––
Bayesian Capital Management, LP6,500$266.0K0.06%––
Twinbeech Capital LP6,542$267.0K0.04%––
Hexagon Capital Partners LLC6,551$267.0K0.07%––
Raymond James Trust N.A.6,639$271.0K0.01%––
Lathrop Investment Management Corp6,675$273.0K0.06%––
Panagora Asset Management Inc6,708$274.0K0.00%––
Shelton Capital Management6,752$276.0K0.01%––
BTC Capital Management, Inc.6,983$286.0K0.03%––
Caxton Associates LP7,089$290.0K0.03%––
Quantbot Technologies LP7,163$292.0K0.03%––
Blueshift Asset Management, LLC7,433$304.0K0.03%––