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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 4,300 | $147.1K | 0.05% | −1,900−30.6% | Reduced |
| National Bank of Canada | 4,123 | $141.1K | 0.00% | −29,665−87.8% | Reduced |
| US Bancorp | 4,101 | $140.3K | 0.00% | +522+14.6% | Added |
| State of Wyoming | 3,974 | $135.9K | 0.04% | +2,317+139.8% | Added |
| Amundi | 3,762 | $123.0K | 0.00% | −4,873−56.4% | Reduced |
| Itau Unibanco Holding S.A. | 2,824 | $96.6K | 0.00% | −168−5.6% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 2,635 | $90.1K | 0.01% | +563+27.2% | Added |
| Belpointe Asset Management LLC | 2,127 | $72.7K | 0.00% | +326+18.1% | Added |
| Signaturefd, LLC | 1,947 | $66.6K | 0.00% | +10+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,586 | $63.0K | 0.00% | +340+27.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $62.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,815 | $62.1K | 0.00% | +293+19.3% | Added |
| Aquatic Capital Management LLC | 1,600 | $55.0K | 0.00% | −19,700−92.5% | Reduced |
| Focused Wealth Management, Inc | 1,600 | $54.7K | 0.01% | +1,600 | New |
| TCTC Holdings, LLC | 1,400 | $47.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,385 | $47.4K | 0.02% | −484−25.9% | Reduced |
| 1832 Asset Management L.P. | 1,374 | $47.0K | 0.00% | −86−5.9% | Reduced |
| Montag A & Associates Inc | 1,250 | $42.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,248 | $42.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,218 | $41.7K | 0.00% | +160+15.1% | Added |
| Proequities, Inc. | 1,144 | $39.1K | 0.00% | −64−5.3% | Reduced |
| Quarry LP | 1,106 | $37.8K | 0.02% | +776+235.2% | Added |
| Private Trust Co NA | 1,078 | $36.9K | 0.01% | −97−8.3% | Reduced |
| First Horizon Advisors, Inc. | 1,002 | $34.3K | 0.00% | −592−37.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 789 | $27.0K | 0.00% | −162−17.0% | Reduced |
| Toronto Dominion Bank | 740 | $25.0K | 0.00% | −115−13.5% | Reduced |
| Parkside Financial Bank & Trust | 699 | $23.9K | 0.01% | +647+1,244.2% | Added |
| Dividend Assets Capital, LLC | 550 | $22.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $20.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 578 | $19.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 512 | $18.0K | 0.00% | −98−16.1% | Reduced |
| Advisory Services Network, LLC | 509 | $17.4K | 0.00% | −67−11.6% | Reduced |
| Harbour Investments, Inc. | 483 | $16.5K | 0.00% | +4+0.8% | Added |
| Centerpoint Advisors, LLC | 449 | $15.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 419 | $14.3K | 0.00% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 400 | $13.7K | 0.00% | +400 | New |
| CWM, LLC | 394 | $13.0K | 0.00% | −419−51.5% | Reduced |
| 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 |
| Column Capital Advisors, LLC | 305 | $10.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 300 | $10.3K | 0.00% | −26,938−98.9% | Reduced |
| Key Financial Inc | 294 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 243 | $8.00K | 0.01% | −4−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 233 | $7.97K | 0.00% | −2−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 221 | $7.56K | 0.00% | +221 | New |
| SRS Capital Advisors, Inc. | 186 | $6.38K | 0.00% | +3+1.6% | Added |
| TD Ameritrade Investment Management, LLC | 177 | $6.00K | 0.00% | −10−5.3% | Reduced |
| Huntington National Bank | 173 | $5.92K | 0.00% | +173 | New |
| Lindbrook Capital, LLC | 135 | $4.62K | 0.00% | +58+75.3% | Added |
| Versant Capital Management, Inc | 127 | $4.34K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 100 | $3.42K | 0.00% | −1,191−92.3% | Reduced |
| Denali Advisors LLC | 90 | $3.08K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 89 | $3.00K | 0.00% | −4,611−98.1% | Reduced |
| Umb Bank N A | 86 | $2.94K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81 | $2.70K | 0.00% | −81−50.0% | Reduced |
| Central Trust Co | 71 | $2.43K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 68 | $2.33K | 0.00% | +68 | New |
| Glassman Wealth Services | 67 | $2.29K | 0.00% | +15+28.8% | Added |
| Values First Advisors, Inc. | 66 | $2.27K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 61 | $2.09K | 0.00% | −47−43.5% | Reduced |
| Steward Financial Group LLC | 79 | $2.00K | 0.00% | +34+75.6% | Added |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| IFP Advisors, Inc | 44 | $1.87K | 0.00% | −1,492−97.1% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $1.71K | 0.00% | −300−85.7% | Reduced |
| Schubert & Co | 48 | $1.64K | 0.00% | −36−42.9% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $1.61K | 0.00% | +47 | New |
| Cercano Management LLC | 45 | $1.54K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $1.50K | 0.00% | +44 | 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 |
| JNBA Financial Advisors | 32 | $1.09K | 0.00% | +32 | New |
| Prestige Wealth Management Group LLC | 30 | $1.03K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 25 | $855 | 0.00% | −10−28.6% | Reduced |
| Disciplined Investments, LLC | 19 | $650 | 0.00% | −4−17.4% | Reduced |
| Massmutual Trust Co FSB | 16 | $547 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $547 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $445 | 0.00% | +5+62.5% | Added |
| EverSource Wealth Advisors, LLC | 12 | $410 | 0.00% | +12 | New |
| Allworth Financial LP | 10 | $342 | 0.00% | +3+42.9% | Added |
| Sofos Investments, Inc. | 34 | $243 | 0.01% | −6−15.0% | Reduced |
| TFC Financial Management | 6 | $206 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 5 | $171 | 0.00% | −3−37.5% | Reduced |
| PSI Advisors, LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| FIL Ltd | 0 | $0 | 0.00% | −370,970−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −71,639−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,845−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −46,366−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −42,540−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −36,621−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −31,245−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −31,991−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,331−100.0% | Sold out |