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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 16,215 | $649.6K | 0.05% | +16,215 | New |
| Commonwealth Equity Services, LLC | 16,205 | $649.0K | 0.00% | +4,634+40.0% | Added |
| Puzo Michael J | 16,135 | $646.4K | 0.23% | −3,040−15.9% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $635.5K | 0.32% | +13,392 | New |
| Sowell Financial Services LLC | 15,859 | $635.0K | 0.04% | −838−5.0% | Reduced |
| BTC Capital Management, Inc. | 15,847 | $634.8K | 0.08% | −1,797−10.2% | Reduced |
| Eqis Capital Management, Inc. | 15,531 | $622.2K | 0.07% | −990−6.0% | Reduced |
| State of Alaska, Department of Revenue | 15,424 | $617.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,820 | $594.0K | 0.06% | +14,820 | New |
| State of Wisconsin Investment Board | 14,761 | $591.3K | 0.00% | −7,186−32.7% | Reduced |
| AE Wealth Management LLC | 14,749 | $590.9K | 0.00% | +1,485+11.2% | Added |
| Xponance, Inc. | 14,679 | $588.0K | 0.01% | +1,576+12.0% | Added |
| Commerce Bank | 14,051 | $562.9K | 0.00% | +182+1.3% | Added |
| Verition Fund Management LLC | 13,737 | $550.3K | 0.01% | +7,252+111.8% | Added |
| Pictet Asset Management SA | 13,710 | $549.0K | 0.00% | +5,230+61.7% | Added |
| Unison Advisors LLC | 13,656 | $547.1K | 0.07% | +79+0.6% | Added |
| Ibex Wealth Advisors | 13,509 | $541.0K | 0.12% | +13,509 | New |
| Versor Investments LP | 13,460 | $539.2K | 0.05% | +7,392+121.8% | Added |
| Ethic Inc. | 13,166 | $527.4K | 0.03% | −5,567−29.7% | Reduced |
| Capital Investment Advisors, LLC | 13,009 | $521.0K | 0.02% | −23−0.2% | Reduced |
| Brainard Capital Management LLC | 13,000 | $520.8K | 0.44% | +13,000 | New |
| Mach-1 Financial Group, Inc. | 12,993 | $520.5K | 0.24% | +12,939+23,961.1% | Added |
| Boston Private Wealth LLC | 12,664 | $507.3K | 0.01% | −30.0% | Reduced |
| Inceptionr LLC | 12,555 | $503.0K | 0.26% | +12,555 | New |
| Pearl River Capital, LLC | 12,016 | $481.4K | 0.08% | +6,259+108.7% | Added |
| Neo Ivy Capital Management | 12,000 | $481.0K | 0.33% | +2,962+32.8% | Added |
| HM Payson & Co | 12,000 | $480.7K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 11,394 | $467.3K | 0.53% | +731+6.9% | Added |
| Freedom Day Solutions, LLC | 11,603 | $464.8K | 0.23% | +318+2.8% | Added |
| FMR LLC | 11,310 | $453.1K | 0.00% | −1,005,650−98.9% | Reduced |
| Raymond James Trust N.A. | 11,298 | $453.0K | 0.02% | −202−1.8% | Reduced |
| Naviter Wealth, LLC | 10,000 | $443.3K | 0.12% | +10,000 | New |
| Argonautica Private Wealth Management, Inc | 10,996 | $440.5K | 0.23% | +10,996 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $437.5K | 0.11% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,881 | $435.9K | 0.00% | +10,881 | New |
| FourThought Financial Partners, LLC | 10,691 | $428.3K | 0.06% | +10,691 | New |
| Mitsubishi UFJ Trust & Banking Corp | 10,658 | $427.0K | 0.00% | −519−4.6% | Reduced |
| Citizens Financial Group Inc | 10,498 | $420.6K | 0.02% | 00.0% | Unchanged |
| Connacht Asset Management LP | 10,480 | $419.8K | 0.85% | +2,855+37.4% | Added |
| Northwestern Mutual Wealth Management Co | 10,333 | $413.9K | 0.00% | +39+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,244 | $410.4K | 0.01% | −5,817−36.2% | Reduced |
| Securian Asset Management, Inc | 10,155 | $406.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,347 | $406.6K | 0.00% | +10,347 | New |
| First Heartland Consultants, Inc. | 10,021 | $401.5K | 0.06% | +10,021 | New |
| Miller Howard Investments Inc | 9,931 | $397.8K | 0.01% | +10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 9,871 | $395.4K | 0.01% | +9,871 | New |
| Crossmark Global Holdings, Inc. | 9,550 | $383.0K | 0.01% | −660−6.5% | Reduced |
| Two Sigma Advisers, LP | 9,500 | $380.6K | 0.00% | +9,500 | New |
| Maryland State Retirement & Pension System | 9,355 | $374.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 9,352 | $374.6K | 0.15% | +1,292+16.0% | Added |
| Janney Montgomery Scott LLC | 9,342 | $374.0K | 0.00% | +2,473+36.0% | Added |
| Stephenson National Bank & Trust | 9,242 | $370.0K | 0.23% | +578+6.7% | Added |
| Amundi | 8,635 | $360.9K | 0.00% | +8,635 | New |
| Acorn Financial Advisory Services Inc | 8,940 | $358.1K | 0.08% | −2,854−24.2% | Reduced |
| Personal Cfo Solutions, LLC | 8,907 | $356.8K | 0.08% | +505+6.0% | Added |
| Yorktown Management & Research Co Inc | 8,700 | $348.5K | 0.43% | 00.0% | Unchanged |
| Creative Planning | 8,690 | $348.1K | 0.00% | +789+10.0% | Added |
| BKD Wealth Advisors, LLC | 8,690 | $348.1K | 0.01% | +40.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,591 | $344.2K | 0.05% | +8,591 | New |
| Lazard Asset Management LLC | 8,583 | $343.0K | 0.00% | −11,322−56.9% | Reduced |
| Millennium Capital Advisors, LLC | 8,522 | $341.4K | 0.34% | −290−3.3% | Reduced |
| GW Henssler & Associates Ltd | 8,353 | $334.6K | 0.02% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 8,254 | $330.7K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 8,000 | $320.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,933 | $317.8K | 0.00% | −49−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 7,722 | $309.3K | 0.00% | −265,479−97.2% | Reduced |
| Alps Advisors Inc | 7,633 | $305.8K | 0.00% | −131−1.7% | Reduced |
| Bank Ozk | 7,555 | $302.7K | 0.15% | +7,555 | New |
| Private Wealth Group, LLC | 7,529 | $301.6K | 0.43% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,483 | $299.8K | 0.07% | −1,710−18.6% | Reduced |
| Maven Securities LTD | 7,481 | $299.7K | 0.06% | −1,038−12.2% | Reduced |
| Kestra Advisory Services, LLC | 7,438 | $298.0K | 0.00% | +1,462+24.5% | Added |
| MML Investors Services, LLC | 7,205 | $289.0K | 0.00% | +197+2.8% | Added |
| Mariner, LLC | 7,094 | $284.0K | 0.00% | +124+1.8% | Added |
| We Are One Seven, LLC | 6,921 | $277.3K | 0.03% | +555+8.7% | Added |
| Baird Financial Group, Inc. | 6,853 | $274.0K | 0.00% | +6,853 | New |
| Bridgefront Capital, LLC | 6,818 | $273.1K | 0.19% | +1,299+23.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,782 | $272.0K | 0.01% | −1,429−17.4% | Reduced |
| Engineers Gate Manager LP | 6,730 | $269.6K | 0.02% | +6,730 | New |
| Lathrop Investment Management Corp | 6,721 | $269.0K | 0.06% | −426−6.0% | Reduced |
| FORA Capital, LLC | 6,664 | $267.0K | 0.04% | +6,664 | New |
| Sabal Trust CO | 6,617 | $265.1K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,538 | $262.0K | 0.00% | +6,538 | New |
| Symmetry Partners, LLC | 6,460 | $259.0K | 0.02% | +70+1.1% | Added |
| Hexagon Capital Partners LLC | 6,427 | $257.5K | 0.07% | −579−8.3% | Reduced |
| Nations Financial Group Inc, | 6,342 | $254.1K | 0.03% | −655−9.4% | Reduced |
| Hamilton Capital Partners Inc. | 6,200 | $248.4K | 0.11% | +6,200 | New |
| HB Wealth Management, LLC | 6,146 | $246.2K | 0.00% | +546+9.8% | Added |
| Naples Global Advisors, LLC | 6,100 | $244.4K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,071 | $243.2K | 0.00% | −37,529−86.1% | Reduced |
| Mark Stevens | 6,045 | $242.0K | 0.03% | −35−0.6% | Reduced |
| Utah Retirement Systems | 5,942 | $238.0K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,852 | $234.0K | 0.02% | +5,852 | New |
| Advisors Asset Management, Inc. | 5,739 | $229.9K | 0.00% | −1,588−21.7% | Reduced |
| Boothbay Fund Management, LLC | 5,734 | $229.7K | 0.01% | +5,734 | New |
| Petrus Trust Company, LTA | 5,727 | $229.4K | 0.03% | +5,727 | New |
| Veritable, L.P. | 5,714 | $228.9K | 0.00% | +648+12.8% | Added |
| Man Group plc | 5,646 | $226.2K | 0.00% | +5,646 | New |
| Shelton Capital Management | 5,617 | $225.0K | 0.02% | −321−5.4% | Reduced |
| Mendel Capital Management LLC | 5,615 | $224.9K | 0.23% | +10.0% | Added |