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 2022
Institutional positions in Bank OZK as of Mar 31, 2022. 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
- 369
- +18 vs. Q4 2021
- Shares held
- 99.6M
- −584.1K (−0.6%) vs. Q4 2021
- Total value
- $4.26B
- −$406.7M (−8.7%) vs. Q4 2021
- New holders
- 49
- 135 more added
- Sold out
- 31
- 127 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 6,390 | $273.0K | 0.02% | −16,590−72.2% | Reduced |
| We Are One Seven, LLC | 6,414 | $274.0K | 0.03% | +5+0.1% | Added |
| Shelton Capital Management | 6,457 | $276.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,552 | $280.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 6,557 | $280.0K | 0.01% | +2,055+45.6% | Added |
| Engineers Gate Manager LP | 6,792 | $290.0K | 0.01% | +6,792 | New |
| Hexagon Capital Partners LLC | 7,002 | $299.0K | 0.08% | −79−1.1% | Reduced |
| Lathrop Investment Management Corp | 7,142 | $305.0K | 0.06% | −293−3.9% | Reduced |
| Bayesian Capital Management, LP | 7,190 | $307.0K | 0.05% | +7,190 | New |
| Private Wealth Group, LLC | 7,529 | $321.0K | 0.24% | +7,529 | New |
| The PNC Financial Services Group, Inc. | 7,623 | $326.0K | 0.00% | −1,232−13.9% | Reduced |
| MML Investors Services, LLC | 7,856 | $335.0K | 0.00% | −40−0.5% | Reduced |
| Alps Advisors Inc | 8,009 | $342.0K | 0.00% | −990−11.0% | Reduced |
| Janney Montgomery Scott LLC | 8,191 | $350.0K | 0.00% | +1,328+19.4% | Added |
| Connacht Asset Management LP | 8,222 | $351.0K | 0.52% | −3,786−31.5% | Reduced |
| Elk River Wealth Management, LLC | 8,254 | $352.0K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,243 | $352.0K | 0.01% | +345+4.4% | Added |
| Cresset Asset Management, LLC | 8,271 | $353.0K | 0.00% | −4,251−33.9% | Reduced |
| GW Henssler & Associates Ltd | 8,327 | $356.0K | 0.02% | +5+0.1% | Added |
| Los Angeles Capital Management LLC | 8,445 | $361.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 8,480 | $362.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,626 | $368.0K | 0.00% | +8,626 | New |
| BKD Wealth Advisors, LLC | 8,679 | $371.0K | 0.02% | +30.0% | Added |
| State of Wisconsin Investment Board | 8,701 | $372.0K | 0.00% | −6,240−41.8% | Reduced |
| Personal Cfo Solutions, LLC | 8,795 | $376.0K | 0.07% | +381+4.5% | Added |
| Teza Capital Management LLC | 8,796 | $376.0K | 0.14% | +8,796 | New |
| Paloma Partners Management Co | 9,000 | $384.0K | 0.03% | +9,000 | New |
| Maryland State Retirement & Pension System | 9,355 | $399.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 9,698 | $414.0K | 0.25% | +129+1.3% | Added |
| Unison Advisors LLC | 10,125 | $432.0K | 0.10% | +62+0.6% | Added |
| Ontario Teachers Pension Plan Board | 10,329 | $441.0K | 0.01% | +10,329 | New |
| Northwestern Mutual Wealth Management Co | 10,406 | $444.0K | 0.00% | −826−7.4% | Reduced |
| Eudaimonia Partners, LLC | 10,514 | $449.0K | 0.08% | +10,514 | New |
| Citizens Financial Group Inc | 10,556 | $451.0K | 0.02% | +33+0.3% | Added |
| FourThought Financial, LLC | 10,755 | $459.0K | 0.06% | −301−2.7% | Reduced |
| Raymond James Trust N.A. | 10,777 | $461.0K | 0.01% | +782+7.8% | Added |
| Securian Asset Management, Inc | 10,856 | $464.0K | 0.01% | +30+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $466.3K | 0.10% | +10,920 | New |
| Prime Capital Investment Advisors, LLC | 10,158 | $473.0K | 0.03% | −15,367−60.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,094 | $474.0K | 0.17% | +2,395+27.5% | Added |
| BlackDiamond Wealth Management Inc. | 11,368 | $485.0K | 0.58% | +17+0.1% | Added |
| Millennium Capital Advisors, LLC | 11,416 | $487.4K | 0.39% | +9+0.1% | Added |
| Lido Advisors, LLC | 11,537 | $492.0K | 0.01% | +11,537 | New |
| Crossmark Global Holdings, Inc. | 11,590 | $495.0K | 0.01% | +40+0.3% | Added |
| Commonwealth Equity Services, LLC | 11,736 | $501.0K | 0.00% | −54−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,826 | $505.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,978 | $511.0K | 0.00% | −1,498−11.1% | Reduced |
| HM Payson & Co | 12,000 | $512.0K | 0.01% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 12,009 | $513.0K | 0.22% | −1,633−12.0% | Reduced |
| Martingale Asset Management L P | 12,029 | $514.0K | 0.01% | +12,029 | New |
| Acorn Financial Advisory Services Inc | 12,356 | $528.0K | 0.11% | −3,013−19.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,606 | $538.0K | 0.00% | +5,383+74.5% | Added |
| Commerce Bank | 12,691 | $542.0K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 12,800 | $547.0K | 0.46% | 00.0% | Unchanged |
| Xponance, Inc. | 13,207 | $564.0K | 0.01% | −266−2.0% | Reduced |
| Bridgewater Associates, LP | 13,676 | $584.0K | 0.00% | −9,420−40.8% | Reduced |
| Poehling Capital Management, LLC | 13,768 | $588.0K | 0.18% | −10−0.1% | Reduced |
| Capital Investment Advisors, LLC | 13,877 | $593.0K | 0.02% | −800−5.5% | Reduced |
| Deutsche Bank AG | 14,207 | $606.0K | 0.00% | −39−0.3% | Reduced |
| Gsa Capital Partners LLP | 14,635 | $625.0K | 0.08% | +14,635 | New |
| Cetera Advisor Networks LLC | 14,845 | $634.0K | 0.01% | +5,946+66.8% | Added |
| Twin Tree Management, LP | 15,258 | $652.0K | 0.01% | +10,149+198.6% | Added |
| Squarepoint Ops LLC | 15,601 | $666.0K | 0.00% | +10,143+185.8% | Added |
| Man Group plc | 16,317 | $697.0K | 0.00% | +16,317 | New |
| Public Employees Retirement Association of Colorado | 16,383 | $700.0K | 0.00% | −1,180−6.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,594 | $709.0K | 0.01% | −220,883−93.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,719 | $714.0K | 0.00% | +1,212+7.8% | Added |
| AlphaCrest Capital Management LLC | 16,923 | $723.0K | 0.04% | +8,159+93.1% | Added |
| State of Alaska, Department of Revenue | 17,024 | $726.0K | 0.01% | −475−2.7% | Reduced |
| Ridgewood Investments LLC | 17,169 | $733.0K | 0.48% | −4,176−19.6% | Reduced |
| PEAK6 Investments LLC | 17,178 | $734.0K | 0.02% | +17,178 | New |
| BTC Capital Management, Inc. | 17,307 | $738.0K | 0.07% | +6,947+67.1% | Added |
| Regions Financial Corp | 17,410 | $744.0K | 0.01% | +4,767+37.7% | Added |
| First Manhattan Co | 17,500 | $747.0K | 0.00% | −500−2.8% | Reduced |
| Trexquant Investment LP | 18,113 | $773.0K | 0.04% | +18,113 | New |
| Brinker Capital Investments, LLC | 18,951 | $809.0K | 0.01% | +353+1.9% | Added |
| Greenwood Gearhart Inc | 19,036 | $813.0K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,348 | $826.0K | 0.03% | +7,916+69.2% | Added |
| Hantz Financial Services, Inc. | 19,610 | $837.0K | 0.02% | −46,392−70.3% | Reduced |
| Graham Capital Management, L.P. | 19,915 | $850.0K | 0.04% | +19,915 | New |
| CWM Advisors, LLC | 19,958 | $852.0K | 0.10% | +1,768+9.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,095 | $858.0K | 0.02% | +56+0.3% | Added |
| Susquehanna International Group, LLP | 20,311 | $867.0K | 0.00% | −124−0.6% | Reduced |
| Handelsbanken Fonder AB | 20,825 | $889.0K | 0.00% | −5,500−20.9% | Reduced |
| Burney Co | 21,380 | $913.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 21,455 | $916.0K | 0.19% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 22,128 | $944.0K | 0.85% | +9,970+82.0% | Added |
| American Portfolios Advisors | 22,387 | $955.9K | 0.03% | +12,678+130.6% | Added |
| Strategic Wealth Partners, Ltd. | 22,462 | $959.0K | 0.19% | +5,590+33.1% | Added |
| Ifrah Financial Services, Inc. | 22,920 | $979.0K | 0.28% | 00.0% | Unchanged |
| AGF Investments LLC | 23,348 | $997.0K | 0.08% | +6,067+35.1% | Added |
| Two Sigma Advisers, LP | 24,700 | $1.05M | 0.00% | −31,900−56.4% | Reduced |
| Cardinal Capital Management | 24,785 | $1.06M | 0.21% | +1,943+8.5% | Added |
| New Mexico Educational Retirement Board | 25,100 | $1.07M | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 25,102 | $1.07M | 0.05% | +25,102 | New |
| Puzo Michael J | 25,225 | $1.08M | 0.32% | −3,000−10.6% | Reduced |
| Teacher Retirement System of Texas | 25,271 | $1.08M | 0.01% | +1,705+7.2% | Added |
| Janus Henderson Group PLC | 25,382 | $1.08M | 0.00% | +570+2.3% | Added |
| Federated Hermes, Inc. | 25,809 | $1.10M | 0.00% | +5,200+25.2% | Added |
| Victory Capital Management Inc | 28,854 | $1.11M | 0.00% | +11,455+65.8% | Added |