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 |
|---|---|---|---|---|---|
| Commerce Bank | 12,890 | $484.0K | 0.00% | +199+1.6% | Added |
| Quadrature Capital Ltd | 12,617 | $474.0K | 0.02% | +12,617 | New |
| Acorn Financial Advisory Services Inc | 12,444 | $467.0K | 0.11% | +88+0.7% | Added |
| ExodusPoint Capital Management, LP | 12,312 | $462.0K | 0.01% | +12,312 | New |
| Money Concepts Capital Corp | 12,063 | $457.0K | 0.04% | −14,665−54.9% | Reduced |
| Baird Financial Group, Inc. | 12,078 | $453.0K | 0.00% | +100+0.8% | Added |
| Martingale Asset Management L P | 12,012 | $451.0K | 0.01% | −17−0.1% | Reduced |
| HM Payson & Co | 12,000 | $450.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,952 | $448.0K | 0.00% | −2,255−15.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 11,372 | $444.0K | 0.55% | +40.0% | Added |
| Quantinno Capital Management LP | 11,803 | $443.0K | 0.06% | +11,803 | New |
| Freedom Day Solutions, LLC | 11,512 | $432.0K | 0.22% | −497−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,343 | $425.0K | 0.00% | −393−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 11,060 | $416.0K | 0.01% | −530−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,023 | $414.0K | 0.00% | −803−6.8% | Reduced |
| Raymond James Trust N.A. | 10,970 | $412.0K | 0.01% | +193+1.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $409.8K | 0.10% | 00.0% | Unchanged |
| 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 |
| Securian Asset Management, Inc | 10,293 | $386.0K | 0.01% | −563−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,256 | $385.0K | 0.00% | −150−1.4% | 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 |
| Millennium Capital Advisors, LLC | 10,076 | $378.1K | 0.37% | −1,340−11.7% | Reduced |
| Miller Howard Investments Inc | 9,906 | $372.0K | 0.01% | +9,906 | New |
| Teza Capital Management LLC | 9,739 | $366.0K | 0.14% | +943+10.7% | Added |
| Bridgewater Associates, LP | 9,643 | $362.0K | 0.00% | −4,033−29.5% | Reduced |
| Mirabella Financial Services LLP | 9,560 | $359.0K | 0.04% | +9,560 | New |
| Neo Ivy Capital Management | 9,564 | $358.0K | 0.96% | −12,564−56.8% | Reduced |
| Two Sigma Advisers, LP | 9,500 | $357.0K | 0.00% | −15,200−61.5% | Reduced |
| Maryland State Retirement & Pension System | 9,355 | $351.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 9,199 | $345.0K | 0.05% | −1,556−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,112 | $342.0K | 0.01% | +3,978+77.5% | Added |
| Verition Fund Management LLC | 8,993 | $338.0K | 0.01% | +4,266+90.2% | Added |
| Jackson Creek Investment Advisors LLC | 8,409 | $337.0K | 0.14% | −2,685−24.2% | Reduced |
| Yorktown Management & Research Co Inc | 8,700 | $327.0K | 0.42% | −4,100−32.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,682 | $326.0K | 0.01% | +30.0% | Added |
| Personal Cfo Solutions, LLC | 8,621 | $324.0K | 0.08% | −174−2.0% | Reduced |
| Pictet Asset Management SA | 8,480 | $318.0K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 8,341 | $313.0K | 0.02% | +14+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,303 | $312.0K | 0.00% | +8,303 | New |
| Elk River Wealth Management, LLC | 8,254 | $310.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,213 | $309.0K | 0.00% | +590+7.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,097 | $304.0K | 0.01% | −43,789−84.4% | Reduced |
| Alps Advisors Inc | 7,927 | $298.0K | 0.00% | −82−1.0% | Reduced |
| Bayesian Capital Management, LP | 7,871 | $295.0K | 0.05% | +681+9.5% | Added |
| Versor Investments LP | 7,734 | $290.0K | 0.01% | +1,177+18.0% | Added |
| Advisors Asset Management, Inc. | 7,569 | $284.0K | 0.01% | +7,569 | New |
| Private Wealth Group, LLC | 7,529 | $283.0K | 0.35% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,344 | $276.0K | 0.04% | −27,297−78.8% | Reduced |
| Lathrop Investment Management Corp | 7,142 | $268.0K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,028 | $264.0K | 0.08% | +26+0.4% | Added |
| Mark Stevens | 6,670 | $250.0K | 0.03% | +311+4.9% | Added |
| Sabal Trust CO | 6,617 | $248.0K | 0.02% | +6,617 | New |
| Point72 Hong Kong Ltd | 6,575 | $247.0K | 0.02% | +4,872+286.1% | Added |
| Oppenheimer & Co Inc | 6,549 | $246.0K | 0.01% | −30.0% | Reduced |
| Creative Planning | 6,477 | $243.0K | 0.00% | +1,272+24.4% | Added |
| 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 |
| Symmetry Partners, LLC | 6,390 | $240.0K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,342 | $238.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,324 | $237.0K | 0.03% | −90−1.4% | Reduced |
| Janney Montgomery Scott LLC | 6,225 | $234.0K | 0.00% | −1,966−24.0% | Reduced |
| Kestra Advisory Services, LLC | 6,080 | $228.0K | 0.00% | +6,080 | New |
| Naples Global Advisors, LLC | 5,917 | $222.0K | 0.03% | +67+1.1% | Added |
| Connacht Asset Management LP | 5,846 | $219.0K | 0.31% | −2,376−28.9% | Reduced |
| Beacon Pointe Advisors, LLC | 5,809 | $217.0K | 0.00% | −548−8.6% | Reduced |
| Profund Advisors LLC | 5,725 | $215.0K | 0.01% | −2,518−30.5% | Reduced |
| Mendel Capital Management LLC | 5,613 | $211.0K | 0.24% | +10.0% | Added |
| HB Wealth Management, LLC | 5,605 | $210.0K | 0.00% | +13+0.2% | Added |
| Chicago Trust Co NA | 5,434 | $203.0K | 0.05% | +428+8.5% | Added |
| Evoke Wealth, LLC | 5,000 | $188.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,520 | $170.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,155 | $156.0K | 0.00% | +7+0.2% | Added |
| SeaCrest Wealth Management, LLC | 4,000 | $150.0K | 0.02% | +4,000 | New |
| C M Bidwell & Associates Ltd | 3,885 | $146.0K | 0.12% | +3,885 | New |
| US Bancorp | 3,732 | $141.0K | 0.00% | +491+15.1% | Added |
| Pacer Advisors, Inc. | 3,412 | $128.0K | 0.00% | −427−11.1% | Reduced |
| DuPont Capital Management Corp | 3,307 | $124.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,207 | $119.0K | 0.00% | −161−4.8% | Reduced |
| First Horizon Advisors, Inc. | 3,098 | $115.0K | 0.00% | +2,875+1,289.2% | Added |
| Van Eck Associates Corp | 3,038 | $114.0K | 0.00% | +149+5.2% | Added |
| Silvant Capital Management LLC | 2,499 | $94.0K | 0.02% | +2,499 | New |
| Macquarie Group Ltd | 2,093 | $79.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,560 | $78.0K | 0.00% | −139−8.2% | Reduced |
| Group One Trading, L.P. | 1,934 | $73.0K | 0.00% | +1,934 | New |
| Signaturefd, LLC | 1,863 | $70.0K | 0.00% | +194+11.6% | Added |
| 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 |
| AGF Investments LLC | 1,783 | $67.0K | 0.01% | −21,565−92.4% | Reduced |
| State of Wyoming | 1,759 | $66.0K | 0.04% | −1,237−41.3% | Reduced |
| Fieldpoint Private Securities, LLC | 1,629 | $61.0K | 0.02% | −110−6.3% | Reduced |
| Gradient Investments LLC | 1,522 | $57.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,455 | $55.0K | 0.05% | +559+62.4% | Added |
| TCTC Holdings, LLC | 1,400 | $53.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,293 | $49.0K | 0.00% | +480+59.0% | Added |
| 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 |
| 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 |