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 2022
Institutional positions in Bank OZK as of Jun 30, 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
- 355
- −7 vs. Q1 2022
- Shares held
- 99.2M
- +213.4K (+0.2%) vs. Q1 2022
- Total value
- $3.72B
- −$504.2M (−11.9%) vs. Q1 2022
- New holders
- 36
- 128 more added
- Sold out
- 43
- 142 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $0 | 0.00% | +23 | New |
| Sutton Wealth Advisors Inc. | 7 | $263 | 0.00% | −14−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.00K | 0.00% | −55−75.3% | Reduced |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $1.00K | 0.00% | +1+5.6% | Added |
| Disciplined Investments, LLC | 29 | $1.00K | 0.00% | +3+11.5% | Added |
| Raffa Wealth Management, LLC | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 65 | $2.00K | 0.00% | −65−50.0% | Reduced |
| Parkside Financial Bank & Trust | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 59 | $2.00K | 0.00% | +21+55.3% | Added |
| Harbor Investment Advisory, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $2.00K | 0.00% | +23+115.0% | Added |
| Mach-1 Financial Group, Inc. | 54 | $2.00K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 69 | $2.59K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 93 | $3.00K | 0.00% | +23+32.9% | Added |
| Morton Brown Family Wealth, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Umb Bank N A | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $5.00K | 0.00% | −4−3.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 146 | $5.00K | 0.00% | +146 | New |
| Global Retirement Partners, LLC | 181 | $7.00K | 0.00% | −3−1.6% | Reduced |
| Concord Wealth Partners | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 201 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 204 | $8.00K | 0.00% | +204 | New |
| CoreCap Advisors, LLC | 200 | $8.00K | 0.00% | +200 | New |
| TCI Wealth Advisors, Inc. | 243 | $9.00K | 0.00% | −270−52.6% | Reduced |
| Key Financial Inc | 294 | $11.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 340 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 368 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $15.0K | 0.00% | −376−48.5% | Reduced |
| Parallel Advisors, LLC | 433 | $16.0K | 0.00% | +103+31.2% | Added |
| Retirement Group, LLC | 500 | $19.0K | 0.01% | +500 | New |
| Steward Partners Investment Advisory, LLC | 534 | $20.0K | 0.00% | +48+9.9% | Added |
| Dividend Assets Capital, LLC | 550 | $21.0K | 0.00% | −400−42.1% | Reduced |
| Crewe Advisors LLC | 578 | $22.0K | 0.00% | +578 | New |
| Investors Research Corp | 600 | $23.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 616 | $23.1K | 0.00% | −21,771−97.2% | Reduced |
| Toronto Dominion Bank | 635 | $24.0K | 0.00% | −54,202−98.8% | Reduced |
| Harbour Investments, Inc. | 665 | $25.0K | 0.00% | +665 | New |
| CX Institutional | 700 | $26.0K | 0.00% | +700 | New |
| Exchange Traded Concepts, LLC | 722 | $27.0K | 0.00% | −290−28.7% | Reduced |
| Venture Visionary Partners LLC | 860 | $32.3K | 0.00% | +860 | New |
| TD Private Client Wealth LLC | 880 | $33.0K | 0.00% | −187−17.5% | Reduced |
| Quent Capital, LLC | 933 | $35.0K | 0.01% | +144+18.3% | Added |
| Quadrant Capital Group LLC | 964 | $36.0K | 0.00% | +165+20.7% | Added |
| Ronald Blue Trust, Inc. | 868 | $37.0K | 0.00% | +868 | New |
| Nomura Asset Management Co Ltd | 1,000 | $37.5K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,117 | $42.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,158 | $43.0K | 0.00% | +56+5.1% | Added |
| Private Trust Co NA | 1,178 | $44.0K | 0.01% | +1,178 | New |
| 1832 Asset Management L.P. | 1,202 | $45.0K | 0.00% | −292−19.5% | Reduced |
| Cutler Group LP | 1,200 | $45.0K | 0.01% | +1,200 | New |
| Hantz Financial Services, Inc. | 1,260 | $47.0K | 0.00% | −18,350−93.6% | Reduced |
| Montag A & Associates Inc | 1,250 | $47.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,293 | $49.0K | 0.00% | +480+59.0% | Added |
| TCTC Holdings, LLC | 1,400 | $53.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,455 | $55.0K | 0.05% | +559+62.4% | Added |
| Gradient Investments LLC | 1,522 | $57.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,629 | $61.0K | 0.02% | −110−6.3% | Reduced |
| State of Wyoming | 1,759 | $66.0K | 0.04% | −1,237−41.3% | Reduced |
| AGF Investments LLC | 1,783 | $67.0K | 0.01% | −21,565−92.4% | Reduced |
| Proequities, Inc. | 1,811 | $68.0K | 0.01% | −525−22.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $68.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,863 | $70.0K | 0.00% | +194+11.6% | Added |
| Group One Trading, L.P. | 1,934 | $73.0K | 0.00% | +1,934 | New |
| IFP Advisors, Inc | 1,560 | $78.0K | 0.00% | −139−8.2% | Reduced |
| Macquarie Group Ltd | 2,093 | $79.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,499 | $94.0K | 0.02% | +2,499 | New |
| Van Eck Associates Corp | 3,038 | $114.0K | 0.00% | +149+5.2% | Added |
| First Horizon Advisors, Inc. | 3,098 | $115.0K | 0.00% | +2,875+1,289.2% | Added |
| Rockefeller Capital Management L.P. | 3,207 | $119.0K | 0.00% | −161−4.8% | Reduced |
| DuPont Capital Management Corp | 3,307 | $124.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,412 | $128.0K | 0.00% | −427−11.1% | Reduced |
| US Bancorp | 3,732 | $141.0K | 0.00% | +491+15.1% | Added |
| C M Bidwell & Associates Ltd | 3,885 | $146.0K | 0.12% | +3,885 | New |
| SeaCrest Wealth Management, LLC | 4,000 | $150.0K | 0.02% | +4,000 | New |
| Shell Asset Management Co | 4,155 | $156.0K | 0.00% | +7+0.2% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $170.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,000 | $188.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,434 | $203.0K | 0.05% | +428+8.5% | Added |
| HB Wealth Management, LLC | 5,605 | $210.0K | 0.00% | +13+0.2% | Added |
| Mendel Capital Management LLC | 5,613 | $211.0K | 0.24% | +10.0% | Added |
| Profund Advisors LLC | 5,725 | $215.0K | 0.01% | −2,518−30.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,809 | $217.0K | 0.00% | −548−8.6% | Reduced |
| Connacht Asset Management LP | 5,846 | $219.0K | 0.31% | −2,376−28.9% | Reduced |
| Naples Global Advisors, LLC | 5,917 | $222.0K | 0.03% | +67+1.1% | Added |
| Kestra Advisory Services, LLC | 6,080 | $228.0K | 0.00% | +6,080 | New |
| Janney Montgomery Scott LLC | 6,225 | $234.0K | 0.00% | −1,966−24.0% | Reduced |
| We Are One Seven, LLC | 6,324 | $237.0K | 0.03% | −90−1.4% | Reduced |
| Utah Retirement Systems | 6,342 | $238.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,390 | $240.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,457 | $242.0K | 0.00% | −1,399−17.8% | Reduced |
| Shelton Capital Management | 6,457 | $242.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 6,477 | $243.0K | 0.00% | +1,272+24.4% | Added |
| Oppenheimer & Co Inc | 6,549 | $246.0K | 0.01% | −30.0% | Reduced |