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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 6,575 | $247.0K | 0.02% | +4,872+286.1% | Added |
| Sabal Trust CO | 6,617 | $248.0K | 0.02% | +6,617 | New |
| Mark Stevens | 6,670 | $250.0K | 0.03% | +311+4.9% | Added |
| Hexagon Capital Partners LLC | 7,028 | $264.0K | 0.08% | +26+0.4% | Added |
| Lathrop Investment Management Corp | 7,142 | $268.0K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,344 | $276.0K | 0.04% | −27,297−78.8% | Reduced |
| Private Wealth Group, LLC | 7,529 | $283.0K | 0.35% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,569 | $284.0K | 0.01% | +7,569 | New |
| Versor Investments LP | 7,734 | $290.0K | 0.01% | +1,177+18.0% | Added |
| Bayesian Capital Management, LP | 7,871 | $295.0K | 0.05% | +681+9.5% | Added |
| Alps Advisors Inc | 7,927 | $298.0K | 0.00% | −82−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,097 | $304.0K | 0.01% | −43,789−84.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,213 | $309.0K | 0.00% | +590+7.7% | Added |
| Elk River Wealth Management, LLC | 8,254 | $310.0K | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,303 | $312.0K | 0.00% | +8,303 | New |
| GW Henssler & Associates Ltd | 8,341 | $313.0K | 0.02% | +14+0.2% | Added |
| Pictet Asset Management SA | 8,480 | $318.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,621 | $324.0K | 0.08% | −174−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,682 | $326.0K | 0.01% | +30.0% | Added |
| Yorktown Management & Research Co Inc | 8,700 | $327.0K | 0.42% | −4,100−32.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 8,409 | $337.0K | 0.14% | −2,685−24.2% | Reduced |
| Verition Fund Management LLC | 8,993 | $338.0K | 0.01% | +4,266+90.2% | Added |
| Tower Research Capital LLC (TRC) | 9,112 | $342.0K | 0.01% | +3,978+77.5% | Added |
| FourThought Financial, LLC | 9,199 | $345.0K | 0.05% | −1,556−14.5% | Reduced |
| Maryland State Retirement & Pension System | 9,355 | $351.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,500 | $357.0K | 0.00% | −15,200−61.5% | Reduced |
| Neo Ivy Capital Management | 9,564 | $358.0K | 0.96% | −12,564−56.8% | Reduced |
| Mirabella Financial Services LLP | 9,560 | $359.0K | 0.04% | +9,560 | New |
| Bridgewater Associates, LP | 9,643 | $362.0K | 0.00% | −4,033−29.5% | Reduced |
| Teza Capital Management LLC | 9,739 | $366.0K | 0.14% | +943+10.7% | Added |
| Miller Howard Investments Inc | 9,906 | $372.0K | 0.01% | +9,906 | New |
| Millennium Capital Advisors, LLC | 10,076 | $378.1K | 0.37% | −1,340−11.7% | Reduced |
| Citizens Financial Group Inc | 10,209 | $383.0K | 0.02% | −347−3.3% | Reduced |
| Unison Advisors LLC | 10,197 | $383.0K | 0.10% | +72+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 10,256 | $385.0K | 0.00% | −150−1.4% | Reduced |
| Securian Asset Management, Inc | 10,293 | $386.0K | 0.01% | −563−5.2% | Reduced |
| Eudaimonia Partners, LLC | 10,505 | $394.0K | 0.07% | −9−0.1% | Reduced |
| Stephenson National Bank & Trust | 10,502 | $394.0K | 0.24% | +804+8.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $409.8K | 0.10% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,970 | $412.0K | 0.01% | +193+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 11,023 | $414.0K | 0.00% | −803−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 11,060 | $416.0K | 0.01% | −530−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,343 | $425.0K | 0.00% | −393−3.3% | Reduced |
| Freedom Day Solutions, LLC | 11,512 | $432.0K | 0.22% | −497−4.1% | Reduced |
| Quantinno Capital Management LP | 11,803 | $443.0K | 0.06% | +11,803 | New |
| BlackDiamond Wealth Management Inc. | 11,372 | $444.0K | 0.55% | +40.0% | Added |
| Deutsche Bank AG | 11,952 | $448.0K | 0.00% | −2,255−15.9% | Reduced |
| HM Payson & Co | 12,000 | $450.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 12,012 | $451.0K | 0.01% | −17−0.1% | Reduced |
| Baird Financial Group, Inc. | 12,078 | $453.0K | 0.00% | +100+0.8% | Added |
| Money Concepts Capital Corp | 12,063 | $457.0K | 0.04% | −14,665−54.9% | Reduced |
| ExodusPoint Capital Management, LP | 12,312 | $462.0K | 0.01% | +12,312 | New |
| Acorn Financial Advisory Services Inc | 12,444 | $467.0K | 0.11% | +88+0.7% | Added |
| Quadrature Capital Ltd | 12,617 | $474.0K | 0.02% | +12,617 | New |
| Commerce Bank | 12,890 | $484.0K | 0.00% | +199+1.6% | Added |
| United Services Automobile Association | 12,942 | $486.0K | 0.01% | +12,942 | New |
| Capital Investment Advisors, LLC | 13,254 | $497.0K | 0.02% | −623−4.5% | Reduced |
| Xponance, Inc. | 13,518 | $507.0K | 0.01% | +311+2.4% | Added |
| Snowden Capital Advisors LLC | 14,003 | $525.0K | 0.02% | +14,003 | New |
| Jump Financial, LLC | 14,271 | $536.0K | 0.02% | −10,831−43.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,403 | $541.0K | 0.00% | +1,797+14.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,455 | $542.0K | 0.00% | −2,264−13.5% | Reduced |
| PDT Partners, LLC | 14,709 | $552.0K | 0.05% | +14,709 | New |
| Millrace Asset Group, Inc. | 14,849 | $557.0K | 0.52% | −12,423−45.6% | Reduced |
| Cetera Advisor Networks LLC | 15,480 | $581.0K | 0.01% | +635+4.3% | Added |
| Ethic Inc. | 15,734 | $590.0K | 0.04% | +15,734 | New |
| State of Alaska, Department of Revenue | 16,224 | $608.0K | 0.01% | −800−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 16,383 | $615.0K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 16,396 | $615.0K | 0.01% | +6,067+58.7% | Added |
| Brinker Capital Investments, LLC | 16,855 | $633.0K | 0.01% | −2,096−11.1% | Reduced |
| Sowell Financial Services LLC | 16,915 | $635.0K | 0.06% | +16,915 | New |
| Ridgewood Investments LLC | 17,168 | $644.0K | 0.51% | −10.0% | Reduced |
| Regions Financial Corp | 17,415 | $654.0K | 0.01% | +50.0% | Added |
| First Manhattan Co | 17,500 | $656.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,700 | $664.0K | 0.03% | −7,400−29.5% | Reduced |
| CWM Advisors, LLC | 17,955 | $674.0K | 0.09% | −2,003−10.0% | Reduced |
| BTC Capital Management, Inc. | 18,002 | $674.0K | 0.08% | +695+4.0% | Added |
| Squarepoint Ops LLC | 18,554 | $696.0K | 0.01% | +2,953+18.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,899 | $709.0K | 0.02% | −1,196−6.0% | Reduced |
| Palisade Capital Management LLC | 18,991 | $713.0K | 0.02% | +18,991 | New |
| Old Mission Capital LLC | 19,066 | $716.0K | 0.02% | −19,001−49.9% | Reduced |
| Teacher Retirement System of Texas | 19,302 | $724.0K | 0.00% | −5,969−23.6% | Reduced |
| National Bank of Canada | 20,149 | $762.0K | 0.00% | +15,554+338.5% | Added |
| Handelsbanken Fonder AB | 20,825 | $782.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 21,380 | $802.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 21,455 | $805.0K | 0.20% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 21,945 | $824.0K | 0.04% | +5,022+29.7% | Added |
| Balyasny Asset Management LLC | 22,145 | $831.0K | 0.00% | +13,519+156.7% | Added |
| Puzo Michael J | 22,225 | $834.0K | 0.30% | −3,000−11.9% | Reduced |
| Janus Henderson Group PLC | 22,776 | $855.0K | 0.00% | −2,606−10.3% | Reduced |
| Ifrah Financial Services, Inc. | 22,920 | $860.0K | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,057 | $903.0K | 0.03% | +4,709+24.3% | Added |
| Federated Hermes, Inc. | 24,076 | $904.0K | 0.00% | −1,733−6.7% | Reduced |
| Greenwood Gearhart Inc | 24,811 | $931.0K | 0.15% | +5,775+30.3% | Added |
| Twin Tree Management, LP | 25,435 | $955.0K | 0.02% | +10,177+66.7% | Added |
| Cardinal Capital Management | 25,705 | $965.0K | 0.22% | +920+3.7% | Added |
| Lazard Asset Management LLC | 25,997 | $974.0K | 0.00% | +25,398+4,240.1% | Added |
| Lido Advisors, LLC | 26,577 | $997.0K | 0.02% | +15,040+130.4% | Added |
| Credential Qtrade Securities Inc. | 26,699 | $1.00M | 0.07% | +334+1.3% | Added |
| State of Michigan Retirement System | 28,712 | $1.08M | 0.01% | −2,000−6.5% | Reduced |