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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
Healthcare of Ontario Pension Plan Trust Fund76,289$3.12M0.01%––
Comerica Bank74,551$3.07M0.02%––
Qube Research & Technologies Ltd73,838$3.02M0.05%––
Truist Financial Corp73,509$3.00M0.01%––
Los Angeles Capital Management LLC73,010$2.98M0.01%––
State of New Jersey Common Pension Fund D72,380$2.96M0.01%––
Public Employees Retirement System of Ohio69,143$2.82M0.01%––
South Dakota Investment Council66,060$2.70M0.04%––
Seizert Capital Partners, LLC65,684$2.68M0.14%––
Triasima Portfolio Management inc.65,230$2.67M0.13%––
Stifel Financial Corp63,686$2.60M0.00%––
MetLife Investment Management62,442$2.55M0.02%––
Royal Bank of Canada57,934$2.37M0.00%––
Deutsche Bank AG57,380$2.34M0.00%––
APG Asset Management N.V.64,200$2.23M0.00%––
Nisa Investment Advisors, LLC53,300$2.18M0.01%––
Oppenheimer Asset Management Inc.52,943$2.16M0.03%––
Man Group plc51,722$2.11M0.01%––
Federation des caisses Desjardins du Quebec50,849$2.08M0.02%––
Hantz Financial Services, Inc.50,775$2.07M0.09%––
PEAK6 Investments LLC50,031$2.04M0.05%––
Ameritas Investment Partners, Inc.53,811$2.00M0.08%––
Great West Life Assurance Co48,636$1.98M0.00%––
Susquehanna International Group, LLP48,304$1.97M0.00%––
Welch & Forbes LLC47,785$1.95M0.04%––
M&T Bank Corp47,592$1.94M0.01%––
Prudential Financial Inc46,373$1.89M0.00%––
Price T Rowe Associates Inc46,217$1.89M0.00%––
TD Private Client Wealth LLC46,127$1.88M0.09%––
TD Asset Management Inc45,614$1.86M0.00%––
Treasurer of the State of North Carolina44,781$1.83M0.01%––
State of Michigan Retirement System44,727$1.83M0.01%––
Congress Asset Management Co44,535$1.82M0.02%––
BNP Paribas Arbitrage, SA43,415$1.77M0.00%––
Kings Point Capital Management42,763$1.75M0.17%––
Guggenheim Capital LLC42,499$1.74M0.01%––
Millrace Asset Group, Inc.42,135$1.72M0.93%––
Koshinski Asset Management, Inc.40,500$1.65M0.18%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,328$1.65M0.02%––
Tudor Investment Corp Et Al40,204$1.64M0.04%––
Oregon Public Employees Retirement Fund40,206$1.64M0.02%––
STRS Ohio39,887$1.63M0.01%––
MAI Capital Management39,050$1.59M0.04%––
Bridgewater Associates, LP38,783$1.58M0.01%––
Virginia Retirement Systems Et Al38,600$1.58M0.02%––
Thrivent Financial for Lutherans38,363$1.57M0.00%––
Dynamic Technology Lab Private Ltd37,994$1.55M0.18%––
Boston Partners37,603$1.54M0.00%––
Puzo Michael J36,245$1.48M0.47%––
Arizona State Retirement System35,564$1.45M0.01%––
Advisor Group Holdings, Inc.35,264$1.44M0.00%––
Allianz Asset Management GmbH33,837$1.38M0.00%––
Coldstream Capital Management Inc33,790$1.38M0.08%––
Victory Capital Management Inc33,173$1.35M0.00%––
Prime Capital Investment Advisors, LLC32,948$1.35M0.10%––
Louisiana State Employees Retirement System31,400$1.28M0.03%––
Kiwi Wealth Investments Limited Partnership31,392$1.28M0.07%––
Credential Qtrade Securities Inc.30,521$1.25M0.11%––
First Horizon Corp27,725$1.13M0.11%––
Boothbay Fund Management, LLC27,314$1.12M0.06%––
Ridgewood Investments LLC26,377$1.08M0.66%––
Handelsbanken Fonder AB26,325$1.07M0.01%––
Atria Investments LLC25,047$1.02M0.02%––
Jane Street Group, LLC24,217$989.0K0.00%––
Federated Hermes, Inc.23,952$978.0K0.00%––
Nations Financial Group Inc,23,771$971.0K0.22%––
Sowell Financial Services LLC22,160$952.0K0.03%––
Glenmede Trust Co NA23,102$942.0K0.01%––
Ifrah Financial Services, Inc.22,920$936.0K0.28%––
Metropolitan Life Insurance Co22,885$934.9K0.01%––
Money Concepts Capital Corp22,827$932.0K0.07%––
Mirae Asset Global Investments Co., Ltd.22,419$916.0K0.00%––
Raymond James Financial Services Advisors, Inc.21,582$882.0K0.00%––
Harbor Advisors LLC21,455$876.0K0.19%––
Burney Co21,410$875.0K0.04%––
Cardinal Capital Management21,319$871.0K0.19%––
New Mexico Educational Retirement Board21,200$866.0K0.03%––
Neo Ivy Capital Management20,384$833.0K0.91%––
Northwestern Mutual Investment Management Company, LLC20,165$824.0K0.01%––
First Republic Investment Management, Inc.19,436$794.0K0.00%––
CWM Advisors, LLC19,015$777.0K0.12%––
State of Alaska, Department of Revenue18,940$773.0K0.01%––
SummerHaven Investment Management, LLC18,625$761.0K0.46%––
First Manhattan Co18,000$735.0K0.00%––
Teachers Retirement System of the State of Kentucky17,794$727.0K0.01%––
Public Employees Retirement Association of Colorado17,563$717.0K0.00%––
Brinker Capital Investments, LLC17,392$710.0K0.01%––
Squarepoint Ops LLC17,316$707.0K0.01%––
Marshall Wace, LLP17,001$694.0K0.00%––
Private Advisory Group LLC16,418$671.0K0.19%––
AlphaCrest Capital Management LLC16,233$663.0K0.04%––
Advisory Services Network, LLC16,199$662.0K0.02%––
Acorn Financial Advisory Services Inc15,770$644.0K0.24%––
State of Wisconsin Investment Board15,487$633.0K0.00%––
AGF Investments LLC15,298$625.0K0.07%––
Amalgamated Bank15,225$622.0K0.02%––
Winton Group Ltd15,235$622.0K0.04%––
HSBC Holdings PLC15,100$620.0K0.00%––
Capital Investment Advisors, LLC15,133$618.0K0.02%––
Biltmore Family Office, LLC15,070$616.0K0.19%––