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, Q4 2022
Institutional positions in Bank OZK as of Dec 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
- 404
- +57 vs. Q3 2022
- Shares held
- 99.0M
- +2.25M (+2.3%) vs. Q3 2022
- Total value
- $3.96B
- +$137.7M (+3.6%) vs. Q3 2022
- New holders
- 81
- 141 more added
- Sold out
- 24
- 128 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,502,303 | $420.7M | 0.01% | +262,829+2.6% | Added |
| State Street Corp | 11,556,559 | $463.0M | 0.03% | −1,137,673−9.0% | Reduced |
| Vanguard Group Inc | 12,096,499 | $484.6M | 0.01% | +12,012+0.1% | Added |
| Sofos Investments, Inc. | 40 | – | – | −200−83.3% | Reduced |
| Ellevest, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −126,384−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −30,071−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −23,328−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −20,832−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,824−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −15,048−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −9,801−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |