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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
Stephenson National Bank & Trust7,661$313.0K0.22%––
Beacon Pointe Advisors, LLC7,783$319.0K0.02%––
Personal Cfo Solutions, LLC8,057$329.0K0.07%––
ExodusPoint Capital Management, LP8,063$329.0K0.01%––
Marshall Wace North America L.P.8,071$330.0K0.00%––
Cipher Capital LP8,077$330.0K0.04%––
FourThought Financial, LLC8,271$337.0K0.05%––
BKD Wealth Advisors, LLC8,437$345.0K0.02%––
Baird Financial Group, Inc.8,500$347.0K0.00%––
Amundi Asset Management US, Inc.8,524$348.0K0.00%––
Bank of Montreal9,553$379.0K0.00%––
Maryland State Retirement & Pension System9,355$382.0K0.01%––
Symmetry Partners, LLC9,790$400.0K0.03%––
Unison Advisors LLC9,867$403.0K0.08%––
Pictet Asset Management Ltd9,980$408.0K0.00%––
Cresset Asset Management, LLC10,015$409.0K0.01%––
Occudo Quantitative Strategies LP10,011$409.0K0.09%––
Profund Advisors LLC10,058$411.0K0.02%––
Northwestern Mutual Wealth Management Co10,086$412.0K0.00%––
Eudaimonia Partners, LLC10,100$413.0K0.09%––
Regions Financial Corp10,486$428.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp13,865$434.0K0.00%––
Commonwealth Equity Services, LLC10,689$436.0K0.00%––
Bessemer Group Inc10,722$438.0K0.00%––
Pegasus Partners Ltd.11,141$455.0K0.10%––
Cetera Advisor Networks LLC11,238$459.0K0.01%––
Cutler Group LP11,264$460.0K0.04%––
Securian Asset Management, Inc11,359$464.0K0.01%––
Bank of Nova Scotia11,429$467.0K0.00%––
GW Henssler & Associates Ltd11,605$474.0K0.03%––
Point72 Hong Kong Ltd11,857$484.0K0.04%––
ClariVest Asset Management LLC11,877$486.0K0.02%––
Centiva Capital, LP12,027$491.0K0.07%––
Commerce Bank12,058$493.0K0.00%––
Crossmark Global Holdings, Inc.12,100$494.0K0.01%––
Greenwood Gearhart Inc12,327$504.0K0.09%––
Xponance, Inc.12,811$523.0K0.01%––
Simmons Bank12,804$523.0K0.04%––
Pacer Advisors, Inc.12,886$526.0K0.01%––
Walleye Trading LLC12,928$528.0K0.02%––
HM Payson & Co12,975$530.0K0.01%––
CIBC World Markets Corp12,980$530.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)12,979$530.0K0.00%––
Engineers Gate Manager LP13,132$536.0K0.03%––
Paloma Partners Management Co13,311$543.0K0.02%––
Teacher Retirement System of Texas13,688$559.0K0.00%––
Tower Research Capital LLC (TRC)13,805$564.0K0.01%––
PDT Partners, LLC13,800$564.0K0.04%––
Poehling Capital Management, LLC13,853$566.0K0.20%––
Nomura Holdings Inc14,004$573.0K0.00%––
Freedom Day Solutions, LLC14,706$601.0K0.32%––
Biltmore Family Office, LLC15,070$616.0K0.19%––
Capital Investment Advisors, LLC15,133$618.0K0.02%––
HSBC Holdings PLC15,100$620.0K0.00%––
Amalgamated Bank15,225$622.0K0.02%––
Winton Group Ltd15,235$622.0K0.04%––
AGF Investments LLC15,298$625.0K0.07%––
State of Wisconsin Investment Board15,487$633.0K0.00%––
Acorn Financial Advisory Services Inc15,770$644.0K0.24%––
Advisory Services Network, LLC16,199$662.0K0.02%––
AlphaCrest Capital Management LLC16,233$663.0K0.04%––
Private Advisory Group LLC16,418$671.0K0.19%––
Marshall Wace, LLP17,001$694.0K0.00%––
Squarepoint Ops LLC17,316$707.0K0.01%––
Brinker Capital Investments, LLC17,392$710.0K0.01%––
Public Employees Retirement Association of Colorado17,563$717.0K0.00%––
Teachers Retirement System of the State of Kentucky17,794$727.0K0.01%––
First Manhattan Co18,000$735.0K0.00%––
SummerHaven Investment Management, LLC18,625$761.0K0.46%––
State of Alaska, Department of Revenue18,940$773.0K0.01%––
CWM Advisors, LLC19,015$777.0K0.12%––
First Republic Investment Management, Inc.19,436$794.0K0.00%––
Northwestern Mutual Investment Management Company, LLC20,165$824.0K0.01%––
Neo Ivy Capital Management20,384$833.0K0.91%––
New Mexico Educational Retirement Board21,200$866.0K0.03%––
Cardinal Capital Management21,319$871.0K0.19%––
Burney Co21,410$875.0K0.04%––
Harbor Advisors LLC21,455$876.0K0.19%––
Raymond James Financial Services Advisors, Inc.21,582$882.0K0.00%––
Mirae Asset Global Investments Co., Ltd.22,419$916.0K0.00%––
Money Concepts Capital Corp22,827$932.0K0.07%––
Metropolitan Life Insurance Co22,885$934.9K0.01%––
Ifrah Financial Services, Inc.22,920$936.0K0.28%––
Glenmede Trust Co NA23,102$942.0K0.01%––
Sowell Financial Services LLC22,160$952.0K0.03%––
Nations Financial Group Inc,23,771$971.0K0.22%––
Federated Hermes, Inc.23,952$978.0K0.00%––
Jane Street Group, LLC24,217$989.0K0.00%––
Atria Investments LLC25,047$1.02M0.02%––
Handelsbanken Fonder AB26,325$1.07M0.01%––
Ridgewood Investments LLC26,377$1.08M0.66%––
Boothbay Fund Management, LLC27,314$1.12M0.06%––
First Horizon Corp27,725$1.13M0.11%––
Credential Qtrade Securities Inc.30,521$1.25M0.11%––
Kiwi Wealth Investments Limited Partnership31,392$1.28M0.07%––
Louisiana State Employees Retirement System31,400$1.28M0.03%––
Prime Capital Investment Advisors, LLC32,948$1.35M0.10%––
Victory Capital Management Inc33,173$1.35M0.00%––
Coldstream Capital Management Inc33,790$1.38M0.08%––
Allianz Asset Management GmbH33,837$1.38M0.00%––