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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −25,681−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −24,549−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −21,214−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,749−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −13,509−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −12,993−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −9,931−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −8,690−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −7,722−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,438−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,664−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −6,617−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Mendel Capital Management LLC | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −4,654−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,068−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |