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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 4,654 | $220.8K | 0.39% | +4,654 | New |
| Profund Advisors LLC | 5,474 | $219.3K | 0.01% | +237+4.5% | Added |
| Chicago Trust Co NA | 5,434 | $218.0K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,428 | $217.4K | 0.07% | +5,428 | New |
| MQS Management LLC | 5,358 | $214.6K | 0.15% | +5,358 | New |
| Beacon Pointe Advisors, LLC | 5,277 | $211.4K | 0.00% | −219−4.0% | Reduced |
| Evoke Wealth, LLC | 5,068 | $203.0K | 0.01% | +68+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,015 | $201.0K | 0.01% | +5,015 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,700 | $188.0K | 0.06% | +4,700 | New |
| HHM Wealth Advisors, LLC | 4,520 | $181.1K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,883 | $155.6K | 0.12% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,623 | $145.0K | 0.00% | +285+8.5% | Added |
| US Bancorp | 3,579 | $143.4K | 0.00% | +13+0.4% | Added |
| Tower Research Capital LLC (TRC) | 3,382 | $135.0K | 0.01% | −3,093−47.8% | Reduced |
| Itau Unibanco Holding S.A. | 2,992 | $120.7K | 0.00% | +2,992 | New |
| Rockefeller Capital Management L.P. | 2,807 | $112.0K | 0.00% | −349−11.1% | Reduced |
| Shell Asset Management Co | 2,694 | $108.0K | 0.00% | −599−18.2% | Reduced |
| EMC Capital Management | 2,694 | $108.0K | 0.10% | +2,694 | New |
| Meeder Asset Management Inc | 2,480 | $99.3K | 0.01% | +114+4.8% | Added |
| GWM Advisors LLC | 28,167 | $96.7K | 0.00% | +5,772+25.8% | Added |
| Quadrant Capital Group LLC | 2,072 | $83.0K | 0.01% | +497+31.6% | Added |
| IFP Advisors, Inc | 1,536 | $79.0K | 0.00% | −284−15.6% | Reduced |
| Signaturefd, LLC | 1,937 | $77.6K | 0.00% | −79−3.9% | Reduced |
| Pathway Financial Advisers, LLC | 1,869 | $74.9K | 0.03% | +1,869 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $73.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,801 | $72.2K | 0.00% | +1,801 | New |
| State of Wyoming | 1,657 | $66.4K | 0.02% | −79−4.6% | Reduced |
| First Horizon Advisors, Inc. | 1,594 | $63.9K | 0.00% | −96−5.7% | Reduced |
| Gradient Investments LLC | 1,522 | $61.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,460 | $58.5K | 0.00% | +223+18.0% | Added |
| TCTC Holdings, LLC | 1,400 | $56.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,291 | $51.7K | 0.00% | +1,291 | New |
| Montag A & Associates Inc | 1,250 | $50.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,246 | $50.0K | 0.00% | +95+8.3% | Added |
| Brown Brothers Harriman & Co | 1,248 | $50.0K | 0.00% | −14−1.1% | Reduced |
| Proequities, Inc. | 1,208 | $48.4K | 0.00% | −75−5.8% | Reduced |
| Private Trust Co NA | 1,175 | $47.0K | 0.01% | −3−0.3% | Reduced |
| Centennial Bank | 1,060 | $42.5K | 0.02% | +1,060 | New |
| Fifth Third Bancorp | 1,058 | $42.4K | 0.00% | +60+6.0% | Added |
| Coppell Advisory Solutions LLC | 1,047 | $41.9K | 0.02% | +1,047 | New |
| Coppell Advisory Solutions Corp. | 1,047 | $41.9K | 0.02% | +1,047 | New |
| Nomura Asset Management Co Ltd | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 951 | $38.1K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 855 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 813 | $33.0K | 0.00% | +573+238.8% | Added |
| Comerica Securities,inc. | 771 | $30.9K | 0.00% | +771 | New |
| TD Private Client Wealth LLC | 603 | $24.2K | 0.00% | −77−11.3% | Reduced |
| Investors Research Corp | 600 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 610 | $24.0K | 0.00% | −650−51.6% | Reduced |
| Crewe Advisors LLC | 578 | $23.2K | 0.00% | −331−36.4% | Reduced |
| Advisory Services Network, LLC | 576 | $23.1K | 0.00% | +576 | New |
| Dividend Assets Capital, LLC | 550 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 479 | $19.2K | 0.00% | −186−28.0% | Reduced |
| Centerpoint Advisors, LLC | 449 | $18.0K | 0.01% | +449 | New |
| Steward Partners Investment Advisory, LLC | 438 | $17.5K | 0.00% | −49−10.1% | Reduced |
| Parallel Advisors, LLC | 418 | $16.7K | 0.00% | −211−33.5% | Reduced |
| RFP Financial Group LLC | 350 | $14.0K | 0.01% | +350 | New |
| Toth Financial Advisory Corp | 340 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 330 | $13.2K | 0.01% | +330 | New |
| Column Capital Advisors, LLC | 305 | $12.2K | 0.00% | +305 | New |
| Delta Asset Management LLC | 300 | $12.0K | 0.00% | +300 | New |
| Key Financial Inc | 294 | $11.6K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 258 | $10.3K | 0.02% | +9+3.6% | Added |
| Covestor Ltd | 247 | $10.0K | 0.01% | −4−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 235 | $9.41K | 0.00% | −100−29.9% | Reduced |
| Jones Financial Companies LLLP | 237 | $9.00K | 0.00% | +237 | New |
| CoreCap Advisors, LLC | 200 | $8.01K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 183 | $7.32K | 0.00% | −22−10.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 187 | $7.00K | 0.00% | +58+45.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 180 | $7.00K | 0.00% | +180 | New |
| Global Retirement Partners, LLC | 162 | $6.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $6.42K | 0.00% | +160 | New |
| Versant Capital Management, Inc | 127 | $5.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $4.33K | 0.00% | +8+8.0% | Added |
| Accurate Wealth Management, LLC | 100 | $4.10K | 0.00% | +100 | New |
| Denali Advisors LLC | 90 | $3.60K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 84 | $3.37K | 0.00% | −4−4.5% | Reduced |
| Lindbrook Capital, LLC | 77 | $3.08K | 0.00% | −3−3.8% | Reduced |
| Umb Bank N A | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $2.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 45 | $1.80K | 0.00% | +45 | New |
| TD Waterhouse Canada Inc. | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 43 | $1.72K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 38 | $1.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.52K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 35 | $1.40K | 0.00% | +4+12.9% | Added |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +8+42.1% | Added |
| Cutler Group LP | 46 | $1.00K | 0.00% | +46 | New |
| Steward Financial Group LLC | 45 | $1.00K | 0.00% | +45 | New |
| Disciplined Investments, LLC | 23 | $921 | 0.00% | −5−17.9% | Reduced |
| Godsey & Gibb Associates | 20 | $801 | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 16 | $641 | 0.00% | +16 | New |
| Tfo-TDC, LLC | 8 | $364 | 0.00% | +8 | New |
| Baker Avenue Asset Management, LP | 8 | $320 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 8 | $320 | 0.00% | +8 | New |