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, Q3 2022
Institutional positions in Bank OZK as of Sep 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
- 352
- −1 vs. Q2 2022
- Shares held
- 96.8M
- −2.36M (−2.4%) vs. Q2 2022
- Total value
- $3.83B
- +$107.5M (+2.9%) vs. Q2 2022
- New holders
- 40
- 108 more added
- Sold out
- 41
- 152 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 12,126 | $480.0K | 0.06% | +323+2.7% | Added |
| HM Payson & Co | 12,000 | $475.0K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,794 | $467.0K | 0.11% | −650−5.2% | Reduced |
| United Services Automobile Association | 11,607 | $459.0K | 0.01% | −1,335−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 11,571 | $457.0K | 0.00% | +228+2.0% | Added |
| Raymond James Trust N.A. | 11,500 | $455.0K | 0.02% | +530+4.8% | Added |
| BlackDiamond Wealth Management Inc. | 10,663 | $453.0K | 0.55% | −709−6.2% | Reduced |
| Freedom Day Solutions, LLC | 11,285 | $446.0K | 0.24% | −227−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,177 | $442.0K | 0.00% | +154+1.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $432.0K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,807 | $428.0K | 0.00% | −7,747−41.8% | Reduced |
| Citizens Financial Group Inc | 10,498 | $415.0K | 0.02% | +289+2.8% | Added |
| Eudaimonia Partners, LLC | 10,405 | $412.0K | 0.11% | −100−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,294 | $407.0K | 0.00% | +38+0.4% | Added |
| Crossmark Global Holdings, Inc. | 10,210 | $403.0K | 0.01% | −850−7.7% | Reduced |
| Securian Asset Management, Inc | 10,155 | $402.0K | 0.01% | −138−1.3% | Reduced |
| FourThought Financial, LLC | 10,111 | $400.0K | 0.06% | +912+9.9% | Added |
| Miller Howard Investments Inc | 9,930 | $393.0K | 0.02% | +24+0.2% | Added |
| Millrace Asset Group, Inc. | 9,801 | $388.0K | 0.49% | −5,048−34.0% | Reduced |
| PDT Partners, LLC | 9,790 | $387.0K | 0.06% | −4,919−33.4% | Reduced |
| Maryland State Retirement & Pension System | 9,355 | $370.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,193 | $364.0K | 0.08% | +9,193 | New |
| Neo Ivy Capital Management | 9,038 | $358.0K | 0.94% | −526−5.5% | Reduced |
| Millennium Capital Advisors, LLC | 8,812 | $348.6K | 0.37% | −1,264−12.5% | Reduced |
| Yorktown Management & Research Co Inc | 8,700 | $344.0K | 0.45% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,686 | $344.0K | 0.01% | +40.0% | Added |
| Stephenson National Bank & Trust | 8,664 | $343.0K | 0.24% | −1,838−17.5% | Reduced |
| Maven Securities LTD | 8,519 | $337.0K | 0.02% | +8,519 | New |
| Pictet Asset Management SA | 8,480 | $335.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,402 | $332.0K | 0.08% | −219−2.5% | Reduced |
| GW Henssler & Associates Ltd | 8,353 | $330.0K | 0.02% | +12+0.1% | Added |
| Elk River Wealth Management, LLC | 8,254 | $327.0K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,211 | $325.0K | 0.02% | +114+1.4% | Added |
| Measured Wealth Private Client Group, LLC | 8,060 | $319.0K | 0.14% | +8,060 | New |
| The PNC Financial Services Group, Inc. | 7,982 | $317.0K | 0.00% | −231−2.8% | Reduced |
| Valmark Advisers, Inc. | 8,000 | $316.0K | 0.01% | +8,000 | New |
| Koss-Olinger Consulting, LLC | 8,000 | $316.0K | 0.05% | +8,000 | New |
| Creative Planning | 7,901 | $313.0K | 0.00% | +1,424+22.0% | Added |
| Alps Advisors Inc | 7,764 | $307.0K | 0.00% | −163−2.1% | Reduced |
| Connacht Asset Management LP | 7,625 | $302.0K | 0.57% | +1,779+30.4% | Added |
| Private Wealth Group, LLC | 7,529 | $298.0K | 0.47% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,327 | $290.0K | 0.01% | −242−3.2% | Reduced |
| Lathrop Investment Management Corp | 7,147 | $283.0K | 0.07% | +5+0.1% | Added |
| Nations Financial Group Inc, | 6,997 | $277.0K | 0.04% | −347−4.7% | Reduced |
| Hexagon Capital Partners LLC | 7,006 | $277.0K | 0.08% | −22−0.3% | Reduced |
| MML Investors Services, LLC | 7,008 | $277.0K | 0.00% | +551+8.5% | Added |
| Mariner, LLC | 6,970 | $276.0K | 0.00% | +6,970 | New |
| Janney Montgomery Scott LLC | 6,869 | $272.0K | 0.00% | +644+10.3% | Added |
| Sabal Trust CO | 6,617 | $262.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,485 | $257.0K | 0.00% | −2,508−27.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,475 | $256.0K | 0.00% | −2,637−28.9% | Reduced |
| Symmetry Partners, LLC | 6,390 | $253.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,366 | $251.0K | 0.02% | +42+0.7% | Added |
| Mark Stevens | 6,080 | $241.0K | 0.03% | −590−8.8% | Reduced |
| Naples Global Advisors, LLC | 6,100 | $241.0K | 0.03% | +183+3.1% | Added |
| Versor Investments LP | 6,068 | $240.0K | 0.01% | −1,666−21.5% | Reduced |
| Kestra Advisory Services, LLC | 5,976 | $236.0K | 0.00% | −104−1.7% | Reduced |
| Shelton Capital Management | 5,938 | $235.0K | 0.01% | −519−8.0% | Reduced |
| Utah Retirement Systems | 5,942 | $235.0K | 0.00% | −400−6.3% | Reduced |
| Pearl River Capital, LLC | 5,757 | $228.0K | 0.04% | +5,757 | New |
| Mendel Capital Management LLC | 5,614 | $222.0K | 0.26% | +10.0% | Added |
| HB Wealth Management, LLC | 5,600 | $222.0K | 0.00% | −5−0.1% | Reduced |
| Bridgefront Capital, LLC | 5,519 | $218.0K | 0.22% | +5,519 | New |
| Beacon Pointe Advisors, LLC | 5,496 | $217.0K | 0.00% | −313−5.4% | Reduced |
| Chicago Trust Co NA | 5,434 | $215.0K | 0.06% | 00.0% | Unchanged |
| Prudential PLC | 5,345 | $211.0K | 0.00% | +5,345 | New |
| Profund Advisors LLC | 5,237 | $207.0K | 0.01% | −488−8.5% | Reduced |
| Rock Point Advisors, LLC | 5,145 | $204.0K | 0.08% | +5,145 | New |
| Palouse Capital Management, Inc. | 5,140 | $203.0K | 0.12% | +5,140 | New |
| Prelude Capital Management, LLC | 5,085 | $201.0K | 0.01% | +5,085 | New |
| Veritable, L.P. | 5,066 | $200.0K | 0.00% | +5,066 | New |
| Evoke Wealth, LLC | 5,000 | $198.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,520 | $179.0K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 4,447 | $175.0K | 0.00% | −15,702−77.9% | Reduced |
| Walleye Trading LLC | 4,267 | $169.0K | 0.01% | +4,267 | New |
| C M Bidwell & Associates Ltd | 3,883 | $154.0K | 0.13% | −2−0.1% | Reduced |
| US Bancorp | 3,566 | $141.0K | 0.00% | −166−4.4% | Reduced |
| Van Eck Associates Corp | 3,338 | $132.0K | 0.00% | +300+9.9% | Added |
| Shell Asset Management Co | 3,293 | $130.0K | 0.01% | −862−20.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,156 | $124.0K | 0.00% | −51−1.6% | Reduced |
| Silvant Capital Management LLC | 2,499 | $99.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,424 | $96.0K | 0.01% | −883−26.7% | Reduced |
| Meeder Asset Management Inc | 2,366 | $94.0K | 0.01% | +1,073+83.0% | Added |
| IFP Advisors, Inc | 1,820 | $91.0K | 0.00% | +260+16.7% | Added |
| Deutsche Bank AG | 2,173 | $86.0K | 0.00% | −9,779−81.8% | Reduced |
| Macquarie Group Ltd | 1,516 | $83.0K | 0.00% | −577−27.6% | Reduced |
| Signaturefd, LLC | 2,016 | $80.0K | 0.00% | +153+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $72.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,824 | $72.0K | 0.01% | +1,824 | New |
| State of Wyoming | 1,736 | $69.0K | 0.03% | −23−1.3% | Reduced |
| First Horizon Advisors, Inc. | 1,690 | $66.0K | 0.00% | −1,408−45.4% | Reduced |
| Quadrant Capital Group LLC | 1,575 | $62.0K | 0.01% | +611+63.4% | Added |
| Gradient Investments LLC | 1,522 | $60.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,437 | $56.8K | 0.00% | +821+133.3% | Added |
| TCTC Holdings, LLC | 1,400 | $55.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,283 | $51.0K | 0.00% | −528−29.2% | Reduced |
| Hantz Financial Services, Inc. | 1,260 | $50.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,262 | $50.0K | 0.00% | +1,058+518.6% | Added |
| Montag A & Associates Inc | 1,250 | $49.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,237 | $49.0K | 0.00% | +35+2.9% | Added |