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 2021
Institutional positions in Bank OZK as of Jun 30, 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
- 344
- −4 vs. Q1 2021
- Shares held
- 105.6M
- −470.5K (−0.4%) vs. Q1 2021
- Total value
- $4.46B
- +$130.2M (+3.0%) vs. Q1 2021
- New holders
- 32
- 123 more added
- Sold out
- 36
- 131 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $4.73B |
| Q4 2025 | 509 | $4.82B |
| Q3 2025 | 526 | $5.36B |
| Q2 2025 | 474 | $5.00B |
| Q1 2025 | 482 | $4.63B |
| Q4 2024 | 470 | $4.68B |
| Q3 2024 | 439 | $4.53B |
| Q2 2024 | 434 | $4.10B |
| Q1 2024 | 427 | $4.54B |
| Q4 2023 | 421 | $4.85B |
| Q3 2023 | 385 | $3.77B |
| Q2 2023 | 363 | $4.31B |
| Q1 2023 | 391 | $3.59B |
| Q4 2022 | 404 | $3.96B |
| Q3 2022 | 352 | $3.83B |
| Q2 2022 | 355 | $3.72B |
| Q1 2022 | 369 | $4.26B |
| Q4 2021 | 357 | $4.67B |
| Q3 2021 | 351 | $4.42B |
| Q2 2021 | 344 | $4.46B |
| Q1 2021 | 351 | $4.33B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 13,437 | $567.0K | 0.00% | +2,008+17.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,108 | $553.0K | 0.00% | −757−5.5% | Reduced |
| Winton Group Ltd | 13,089 | $552.0K | 0.03% | −2,146−14.1% | Reduced |
| Sowell Financial Services LLC | 13,016 | $549.0K | 0.04% | −9,144−41.3% | Reduced |
| HM Payson & Co | 12,975 | $547.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,979 | $547.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,309 | $518.0K | 0.00% | +1,620+15.2% | Added |
| Tdam USA Inc. | 12,497 | $509.0K | 0.03% | −185,320−93.7% | Reduced |
| Commerce Bank | 12,058 | $508.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,870 | $500.0K | 0.01% | −230−1.9% | Reduced |
| Neo Ivy Capital Management | 11,787 | $497.0K | 0.50% | −8,597−42.2% | Reduced |
| WBI Investments | 11,659 | $492.0K | 0.08% | +11,659 | New |
| Securian Asset Management, Inc | 11,109 | $468.0K | 0.01% | −250−2.2% | Reduced |
| Bessemer Group Inc | 10,722 | $452.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,127 | $427.0K | 0.00% | +41+0.4% | Added |
| Eudaimonia Partners, LLC | 10,100 | $426.0K | 0.08% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 10,070 | $425.0K | 0.12% | −5,000−33.2% | Reduced |
| Raymond James Trust N.A. | 10,024 | $422.0K | 0.01% | +3,385+51.0% | Added |
| Unison Advisors LLC | 9,933 | $419.0K | 0.08% | +66+0.7% | Added |
| AlphaCrest Capital Management LLC | 9,807 | $413.0K | 0.02% | −6,426−39.6% | Reduced |
| Regions Financial Corp | 9,267 | $390.0K | 0.00% | −1,219−11.6% | Reduced |
| Maryland State Retirement & Pension System | 9,355 | $384.0K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 9,020 | $380.0K | 0.14% | +9,020 | New |
| Cresset Asset Management, LLC | 8,997 | $379.0K | 0.01% | −1,018−10.2% | Reduced |
| HSBC Holdings PLC | 9,059 | $378.0K | 0.00% | −6,041−40.0% | Reduced |
| Nierenberg Investment Management Company, Inc. | 8,855 | $373.0K | 0.31% | +8,855 | New |
| Stephenson National Bank & Trust | 8,664 | $365.0K | 0.24% | +1,003+13.1% | Added |
| Los Angeles Capital Management LLC | 8,570 | $361.0K | 0.00% | −64,440−88.3% | Reduced |
| Pictet Asset Management Ltd | 8,480 | $358.0K | 0.00% | −1,500−15.0% | Reduced |
| Baird Financial Group, Inc. | 8,500 | $358.0K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,440 | $356.0K | 0.02% | +30.0% | Added |
| Cetera Advisor Networks LLC | 8,420 | $355.0K | 0.01% | −2,818−25.1% | Reduced |
| FourThought Financial, LLC | 8,412 | $354.0K | 0.05% | +141+1.7% | Added |
| GW Henssler & Associates Ltd | 8,370 | $353.0K | 0.02% | −3,235−27.9% | Reduced |
| Personal Cfo Solutions, LLC | 8,112 | $342.0K | 0.07% | +55+0.7% | Added |
| Advisors Asset Management, Inc. | 7,953 | $335.0K | 0.00% | +3,523+79.5% | Added |
| Pegasus Partners Ltd. | 7,859 | $331.0K | 0.06% | −3,282−29.5% | Reduced |
| Beacon Pointe Advisors, LLC | 7,803 | $329.0K | 0.01% | +20+0.3% | Added |
| Pendal Group Limited | 7,519 | $317.0K | 0.00% | +7,519 | New |
| Hexagon Capital Partners LLC | 7,235 | $305.0K | 0.08% | +684+10.4% | Added |
| Panagora Asset Management Inc | 7,111 | $300.0K | 0.00% | +403+6.0% | Added |
| Macquarie Group Ltd | 6,957 | $294.0K | 0.00% | +945+15.7% | Added |
| Squarepoint Ops LLC | 6,900 | $291.0K | 0.00% | −10,416−60.2% | Reduced |
| Shelton Capital Management | 6,752 | $285.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,742 | $284.2K | 0.13% | +6,742 | New |
| Lathrop Investment Management Corp | 6,585 | $278.0K | 0.06% | −90−1.3% | Reduced |
| Oppenheimer & Co Inc | 6,515 | $275.0K | 0.00% | +6,515 | New |
| Utah Retirement Systems | 6,442 | $272.0K | 0.00% | +100+1.6% | Added |
| Mark Stevens | 6,437 | $271.0K | 0.03% | +808+14.4% | Added |
| Harvest Investment Services, LLC | 6,364 | $268.0K | 0.11% | +6,364 | New |
| Sabal Trust CO | 6,304 | $266.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 6,265 | $264.0K | 0.09% | −190−2.9% | Reduced |
| Berman Capital Advisors, LLC | 6,280 | $264.0K | 0.04% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 6,227 | $263.0K | 0.11% | −93−1.5% | Reduced |
| Quadrature Capital Ltd | 6,217 | $262.0K | 0.01% | +6,217 | New |
| The PNC Financial Services Group, Inc. | 6,175 | $261.0K | 0.00% | −79−1.3% | Reduced |
| Janney Montgomery Scott LLC | 6,201 | $261.0K | 0.00% | +100+1.6% | Added |
| Naples Global Advisors, LLC | 6,150 | $259.0K | 0.04% | −200−3.1% | Reduced |
| Meeder Asset Management Inc | 6,120 | $258.0K | 0.01% | +3,672+150.0% | Added |
| PEAK6 Investments LLC | 5,885 | $248.0K | 0.01% | −44,146−88.2% | Reduced |
| Applied Capital LLC | 5,757 | $243.0K | 0.23% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,730 | $242.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,707 | $241.0K | 0.00% | −8−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 5,710 | $240.0K | 0.00% | +2,128+59.4% | Added |
| Homrich & Berg | 5,583 | $235.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,552 | $234.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,518 | $233.0K | 0.00% | +199+3.7% | Added |
| BTC Capital Management, Inc. | 5,476 | $230.0K | 0.03% | −1,507−21.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,441 | $229.0K | 0.00% | +5,441 | New |
| Amundi | 5,349 | $226.0K | 0.00% | +5,349 | New |
| Creative Planning | 5,160 | $218.0K | 0.00% | −226−4.2% | Reduced |
| Associated Banc-Corp | 5,105 | $215.0K | 0.01% | +5,105 | New |
| Evoke Wealth, LLC | 5,000 | $211.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,842 | $204.0K | 0.00% | +4,842 | New |
| Shell Asset Management Co | 4,655 | $196.0K | 0.00% | +270+6.2% | Added |
| BBVA USA | 4,573 | $193.0K | 0.01% | +4,573 | New |
| HHM Wealth Advisors, LLC | 4,520 | $191.0K | 0.05% | 00.0% | Unchanged |
| Agf Investments Inc. | 4,462 | $188.0K | 0.00% | +184+4.3% | Added |
| US Bancorp | 4,057 | $171.0K | 0.00% | +276+7.3% | Added |
| Captrust Financial Advisors | 3,580 | $151.0K | 0.00% | −1,127−23.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,526 | $149.0K | 0.00% | +3,526 | New |
| Belpointe Asset Management LLC | 3,439 | $145.0K | 0.01% | +3,439 | New |
| State of Wyoming | 2,957 | $125.0K | 0.08% | +2,957 | New |
| Toronto Dominion Bank | 2,908 | $123.0K | 0.00% | +127+4.6% | Added |
| Eaton Vance Management | 2,524 | $106.0K | 0.00% | +1,805+251.0% | Added |
| USA Financial Portformulas Corp | 2,519 | $106.0K | 0.09% | +2,519 | New |
| Proequities, Inc. | 2,395 | $101.0K | 0.01% | +55+2.4% | Added |
| First Horizon Corp | 2,287 | $96.0K | 0.01% | −25,438−91.8% | Reduced |
| Cutler Group LP | 1,864 | $78.0K | 0.01% | −9,400−83.5% | Reduced |
| Dividend Assets Capital, LLC | 1,850 | $78.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $77.0K | 0.00% | +1,822 | New |
| Signaturefd, LLC | 1,660 | $70.0K | 0.00% | +27+1.7% | Added |
| Acadian Asset Management LLC | 1,647 | $69.0K | 0.00% | +602+57.6% | Added |
| Walleye Trading LLC | 1,545 | $65.0K | 0.00% | −11,383−88.0% | Reduced |
| Fieldpoint Private Securities, LLC | 1,513 | $65.0K | 0.01% | −119−7.3% | Reduced |
| Gradient Investments LLC | 1,522 | $64.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,424 | $60.0K | 0.00% | +786+123.2% | Added |
| TCTC Holdings, LLC | 1,400 | $59.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,250 | $53.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,145 | $48.3K | 0.00% | −44,982−97.5% | Reduced |