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, Q2 2023
Institutional positions in Bank OZK as of Jun 30, 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
- 363
- −26 vs. Q1 2023
- Shares held
- 107.4M
- +2.55M (+2.4%) vs. Q1 2023
- Total value
- $4.31B
- +$723.9M (+20.2%) vs. Q1 2023
- New holders
- 46
- 127 more added
- Sold out
- 72
- 141 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,149−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −7,716−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,268−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,894−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,824−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Brainard Capital Management LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |