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, Q1 2023
Institutional positions in Bank OZK as of Mar 31, 2023. 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
- 391
- −8 vs. Q4 2022
- Shares held
- 104.9M
- +6.10M (+6.2%) vs. Q4 2022
- Total value
- $3.59B
- −$369.0M (−9.3%) vs. Q4 2022
- New holders
- 50
- 125 more added
- Sold out
- 58
- 163 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| PSI Advisors, LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $171 | 0.00% | −3−37.5% | Reduced |
| TFC Financial Management | 6 | $206 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 34 | $243 | 0.01% | −6−15.0% | Reduced |
| Allworth Financial LP | 10 | $342 | 0.00% | +3+42.9% | Added |
| EverSource Wealth Advisors, LLC | 12 | $410 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 13 | $445 | 0.00% | +5+62.5% | Added |
| Massmutual Trust Co FSB | 16 | $547 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $547 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $650 | 0.00% | −4−17.4% | Reduced |
| SJS Investment Consulting Inc. | 25 | $855 | 0.00% | −10−28.6% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $1.03K | 0.00% | +30 | New |
| JNBA Financial Advisors | 32 | $1.09K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 38 | $1.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $1.50K | 0.00% | +44 | New |
| TD Waterhouse Canada Inc. | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 45 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $1.61K | 0.00% | +47 | New |
| Schubert & Co | 48 | $1.64K | 0.00% | −36−42.9% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $1.71K | 0.00% | −300−85.7% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 44 | $1.87K | 0.00% | −1,492−97.1% | Reduced |
| Steward Financial Group LLC | 79 | $2.00K | 0.00% | +34+75.6% | Added |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 61 | $2.09K | 0.00% | −47−43.5% | Reduced |
| Values First Advisors, Inc. | 66 | $2.27K | 0.00% | +66 | New |
| Glassman Wealth Services | 67 | $2.29K | 0.00% | +15+28.8% | Added |
| Ellevest, Inc. | 68 | $2.33K | 0.00% | +68 | New |
| Central Trust Co | 71 | $2.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81 | $2.70K | 0.00% | −81−50.0% | Reduced |
| Umb Bank N A | 86 | $2.94K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 89 | $3.00K | 0.00% | −4,611−98.1% | Reduced |
| Denali Advisors LLC | 90 | $3.08K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 100 | $3.42K | 0.00% | −1,191−92.3% | Reduced |
| Versant Capital Management, Inc | 127 | $4.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $4.62K | 0.00% | +58+75.3% | Added |
| Huntington National Bank | 173 | $5.92K | 0.00% | +173 | New |
| TD Ameritrade Investment Management, LLC | 177 | $6.00K | 0.00% | −10−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 186 | $6.38K | 0.00% | +3+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 221 | $7.56K | 0.00% | +221 | New |
| TCI Wealth Advisors, Inc. | 233 | $7.97K | 0.00% | −2−0.9% | Reduced |
| Covestor Ltd | 243 | $8.00K | 0.01% | −4−1.6% | Reduced |
| Key Financial Inc | 294 | $10.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 300 | $10.3K | 0.00% | −26,938−98.9% | Reduced |
| Delta Asset Management LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 305 | $10.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $12.0K | 0.00% | −88−20.1% | Reduced |
| Toth Financial Advisory Corp | 350 | $12.0K | 0.00% | +10+2.9% | Added |
| CWM, LLC | 394 | $13.0K | 0.00% | −419−51.5% | Reduced |
| Geneos Wealth Management Inc. | 400 | $13.7K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 419 | $14.3K | 0.00% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 449 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 483 | $16.5K | 0.00% | +4+0.8% | Added |
| Advisory Services Network, LLC | 509 | $17.4K | 0.00% | −67−11.6% | Reduced |
| Hantz Financial Services, Inc. | 512 | $18.0K | 0.00% | −98−16.1% | Reduced |
| Crewe Advisors LLC | 578 | $19.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $20.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 550 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 699 | $23.9K | 0.01% | +647+1,244.2% | Added |
| Toronto Dominion Bank | 740 | $25.0K | 0.00% | −115−13.5% | Reduced |
| Quent Capital, LLC | 789 | $27.0K | 0.00% | −162−17.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,002 | $34.3K | 0.00% | −592−37.1% | Reduced |
| Private Trust Co NA | 1,078 | $36.9K | 0.01% | −97−8.3% | Reduced |
| Quarry LP | 1,106 | $37.8K | 0.02% | +776+235.2% | Added |
| Proequities, Inc. | 1,144 | $39.1K | 0.00% | −64−5.3% | Reduced |
| Fifth Third Bancorp | 1,218 | $41.7K | 0.00% | +160+15.1% | Added |
| Brown Brothers Harriman & Co | 1,248 | $42.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,250 | $42.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,374 | $47.0K | 0.00% | −86−5.9% | Reduced |
| Pathway Financial Advisers, LLC | 1,385 | $47.4K | 0.02% | −484−25.9% | Reduced |
| TCTC Holdings, LLC | 1,400 | $47.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,600 | $54.7K | 0.01% | +1,600 | New |
| Aquatic Capital Management LLC | 1,600 | $55.0K | 0.00% | −19,700−92.5% | Reduced |
| Gradient Investments LLC | 1,815 | $62.1K | 0.00% | +293+19.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $62.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,586 | $63.0K | 0.00% | +340+27.3% | Added |
| Signaturefd, LLC | 1,947 | $66.6K | 0.00% | +10+0.5% | Added |
| Belpointe Asset Management LLC | 2,127 | $72.7K | 0.00% | +326+18.1% | Added |
| Quadrant Capital Group LLC | 2,635 | $90.1K | 0.01% | +563+27.2% | Added |
| Shell Asset Management Co | 2,684 | $92.0K | 0.00% | −10−0.4% | Reduced |
| EMC Capital Management | 2,694 | $92.0K | 0.08% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,824 | $96.6K | 0.00% | −168−5.6% | Reduced |
| Amundi | 3,762 | $123.0K | 0.00% | −4,873−56.4% | Reduced |
| State of Wyoming | 3,974 | $135.9K | 0.04% | +2,317+139.8% | Added |
| US Bancorp | 4,101 | $140.3K | 0.00% | +522+14.6% | Added |
| National Bank of Canada | 4,123 | $141.1K | 0.00% | −29,665−87.8% | Reduced |
| Hamilton Capital Partners Inc. | 4,300 | $147.1K | 0.05% | −1,900−30.6% | Reduced |
| TD Private Client Wealth LLC | 4,439 | $151.8K | 0.01% | +3,836+636.2% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $154.6K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,456 | $186.6K | 0.06% | +5,456 | New |
| Caxton Associates LP | 5,894 | $201.6K | 0.03% | +5,894 | New |
| HB Wealth Management, LLC | 5,921 | $202.5K | 0.00% | −225−3.7% | Reduced |
| Utah Retirement Systems | 5,942 | $203.2K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 6,018 | $204.0K | 0.04% | +6,018 | New |
| Hennion & Walsh Asset Management, Inc. | 6,008 | $205.0K | 0.01% | +993+19.8% | Added |
| Wolverine Trading, LLC | 6,283 | $211.0K | 0.01% | +6,283 | New |