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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 6,250 | $214.0K | 0.00% | −955−13.3% | Reduced |
| Point72 Middle East FZE | 6,268 | $214.4K | 0.01% | −10,627−62.9% | Reduced |
| Symmetry Partners, LLC | 6,390 | $219.0K | 0.01% | −70−1.1% | Reduced |
| Hexagon Capital Partners LLC | 6,445 | $220.4K | 0.06% | +18+0.3% | Added |
| Legacy Capital Group California, Inc. | 6,491 | $222.0K | 0.11% | +6,491 | New |
| Nations Financial Group Inc, | 6,685 | $228.6K | 0.02% | +343+5.4% | Added |
| We Are One Seven, LLC | 6,723 | $229.9K | 0.01% | −198−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,735 | $230.0K | 0.01% | −47−0.7% | Reduced |
| Lathrop Investment Management Corp | 6,721 | $230.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,811 | $233.0K | 0.01% | +6,811 | New |
| Centiva Capital, LP | 6,930 | $237.0K | 0.01% | +6,930 | New |
| Baird Financial Group, Inc. | 7,077 | $242.0K | 0.00% | +224+3.3% | Added |
| Mariner, LLC | 7,220 | $247.0K | 0.00% | +126+1.8% | Added |
| HighTower Advisors, LLC | 7,309 | $249.0K | 0.00% | +771+11.8% | Added |
| Private Wealth Group, LLC | 7,529 | $257.5K | 0.35% | 00.0% | Unchanged |
| Bank Ozk | 7,555 | $258.4K | 0.13% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7,606 | $260.1K | 0.53% | +7,606 | New |
| Blueshift Asset Management, LLC | 7,621 | $260.6K | 0.11% | +7,621 | New |
| The PNC Financial Services Group, Inc. | 7,646 | $261.5K | 0.00% | −287−3.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,716 | $263.9K | 0.07% | +7,716 | New |
| Personal Cfo Solutions, LLC | 7,907 | $270.4K | 0.06% | −1,000−11.2% | Reduced |
| Holocene Advisors, LP | 8,149 | $278.7K | 0.00% | +8,149 | New |
| Elk River Wealth Management, LLC | 8,254 | $282.3K | 0.06% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 8,414 | $287.8K | 0.02% | +61+0.7% | Added |
| Petrus Trust Company, LTA | 8,574 | $293.2K | 0.04% | +2,847+49.7% | Added |
| Alps Advisors Inc | 8,612 | $294.5K | 0.00% | +979+12.8% | Added |
| BKD Wealth Advisors, LLC | 8,693 | $297.3K | 0.01% | +30.0% | Added |
| FMR LLC | 8,699 | $297.5K | 0.00% | −2,611−23.1% | Reduced |
| Yorktown Management & Research Co Inc | 8,700 | $297.5K | 0.32% | 00.0% | Unchanged |
| Axq Capital, LP | 8,700 | $297.5K | 0.12% | +8,700 | New |
| Millennium Capital Advisors, LLC | 8,933 | $305.5K | 0.27% | +411+4.8% | Added |
| Globeflex Capital L P | 9,226 | $315.5K | 0.04% | +9,226 | New |
| Crossmark Global Holdings, Inc. | 9,287 | $318.0K | 0.01% | −263−2.8% | Reduced |
| Maryland State Retirement & Pension System | 9,355 | $319.9K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,562 | $327.0K | 0.02% | +4,088+74.7% | Added |
| Naples Global Advisors, LLC | 9,600 | $328.3K | 0.04% | +3,500+57.4% | Added |
| Graham Capital Management, L.P. | 9,650 | $330.0K | 0.01% | −20,415−67.9% | Reduced |
| Citizens Financial Group Inc | 9,763 | $333.9K | 0.01% | −735−7.0% | Reduced |
| Man Group plc | – | $338.0K | 0.00% | – | – |
| Quadrature Capital Ltd | 9,931 | $339.6K | 0.01% | +9,931 | New |
| Quantamental Technologies LLC | 9,954 | $340.4K | 0.18% | +9,954 | New |
| O'Shaughnessy Asset Management, LLC | 9,960 | $340.6K | 0.01% | +89+0.9% | Added |
| Lazard Asset Management LLC | 9,988 | $341.0K | 0.00% | +1,405+16.4% | Added |
| Eudaimonia Partners, LLC | 10,000 | $342.0K | 0.08% | −18,849−65.3% | Reduced |
| Securian Asset Management, Inc | 10,031 | $343.1K | 0.01% | −124−1.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 10,045 | $343.5K | 0.17% | −951−8.6% | Reduced |
| FourThought Financial Partners, LLC | 10,054 | $343.9K | 0.05% | −637−6.0% | Reduced |
| Connacht Asset Management LP | 10,111 | $345.8K | 0.99% | −369−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,211 | $349.2K | 0.00% | −136−1.3% | Reduced |
| Acorn Financial Advisory Services Inc | 10,249 | $350.5K | 0.07% | +1,309+14.6% | Added |
| Oak Thistle LLC | 10,263 | $351.0K | 0.21% | +10,263 | New |
| DuPont Capital Management Corp | 10,283 | $351.7K | 0.02% | −51,141−83.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,429 | $356.7K | 0.00% | −229−2.1% | Reduced |
| Koss-Olinger Consulting, LLC | 10,500 | $359.0K | 0.04% | +2,500+31.3% | Added |
| Northwestern Mutual Wealth Management Co | 10,534 | $360.3K | 0.00% | +201+1.9% | Added |
| Eqis Capital Management, Inc. | 10,542 | $360.5K | 0.04% | −4,989−32.1% | Reduced |
| Freedom Day Solutions, LLC | 10,641 | $363.9K | 0.17% | −962−8.3% | Reduced |
| Verition Fund Management LLC | 10,758 | $367.9K | 0.01% | −2,979−21.7% | Reduced |
| Prudential PLC | 10,807 | $369.6K | 0.00% | −9,696−47.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $373.5K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,362 | $389.0K | 0.01% | +64+0.6% | Added |
| BlackDiamond Wealth Management Inc. | 11,525 | $390.2K | 0.40% | +131+1.1% | Added |
| Commonwealth Equity Services, LLC | 11,727 | $401.0K | 0.00% | −4,478−27.6% | Reduced |
| Bridgefront Capital, LLC | 11,842 | $405.0K | 0.25% | +5,024+73.7% | Added |
| Boothbay Fund Management, LLC | 11,991 | $410.1K | 0.01% | +6,257+109.1% | Added |
| HM Payson & Co | 12,000 | $410.4K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 12,002 | $410.5K | 0.05% | −1,458−10.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 12,437 | $425.3K | 0.16% | +3,085+33.0% | Added |
| XTX Topco Ltd | 12,636 | $432.2K | 0.09% | +12,636 | New |
| Boston Private Wealth LLC | 12,785 | $437.3K | 0.01% | +121+1.0% | Added |
| Brainard Capital Management LLC | 13,000 | $444.6K | 0.34% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 13,392 | $448.4K | 0.24% | 00.0% | Unchanged |
| Puzo Michael J | 13,135 | $449.2K | 0.15% | −3,000−18.6% | Reduced |
| Commerce Bank | 13,202 | $451.5K | 0.00% | −849−6.0% | Reduced |
| Inceptionr LLC | 13,210 | $451.8K | 0.14% | +655+5.2% | Added |
| Sowell Financial Services LLC | 13,204 | $452.0K | 0.03% | −2,655−16.7% | Reduced |
| Pictet Asset Management SA | 13,710 | $468.9K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 13,795 | $471.8K | 0.05% | +139+1.0% | Added |
| Van Eck Associates Corp | 13,886 | $475.0K | 0.00% | +10,263+283.3% | Added |
| Cutler Group LP | 14,519 | $496.0K | 0.08% | +14,473+31,463.0% | Added |
| Xponance, Inc. | 14,648 | $501.0K | 0.01% | −31−0.2% | Reduced |
| Virtu Financial LLC | 14,808 | $506.0K | 0.05% | +14,808 | New |
| Quantinno Capital Management LP | 14,959 | $512.0K | 0.03% | −16,848−53.0% | Reduced |
| State of Alaska, Department of Revenue | 15,129 | $517.0K | 0.01% | −295−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 15,318 | $523.9K | 0.00% | −47,135−75.5% | Reduced |
| Ethic Inc. | 15,413 | $527.1K | 0.02% | +2,247+17.1% | Added |
| Janney Montgomery Scott LLC | 15,455 | $529.0K | 0.00% | +6,113+65.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,518 | $531.0K | 0.00% | −1,373−8.1% | Reduced |
| Snowden Capital Advisors LLC | 15,601 | $533.6K | 0.02% | −2,906−15.7% | Reduced |
| Brinker Capital Investments, LLC | 15,715 | $537.4K | 0.01% | −1,368−8.0% | Reduced |
| Orion Portfolio Solutions, LLC | 15,715 | $537.4K | 0.01% | +15,715 | New |
| Fox Run Management, L.L.C. | 16,025 | $548.1K | 0.18% | +16,025 | New |
| Regions Financial Corp | 16,363 | $559.0K | 0.01% | −565−3.3% | Reduced |
| Edgestream Partners, L.P. | 16,372 | $559.9K | 0.06% | +16,372 | New |
| Public Employees Retirement Association of Colorado | 16,383 | $560.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 16,554 | $566.2K | 0.35% | −1,171−6.6% | Reduced |
| Federated Hermes, Inc. | 16,747 | $572.7K | 0.00% | +344+2.1% | Added |
| JustInvest LLC | 17,148 | $586.5K | 0.02% | +17,148 | New |
| BTC Capital Management, Inc. | 17,262 | $588.4K | 0.07% | +1,415+8.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,217 | $588.8K | 0.00% | −576−3.2% | Reduced |