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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

Q3 2023 vs. Q2 2023

How the institutions holding Bank OZK changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of OZK: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3632385+24
Shares107.4M13.9K101.7M−5.71M (−5.3%)
Value$4.31B$558.5K$3.77B−$538.6M (−12.5%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Bank OZK at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to OZK in Q3 2023
InstitutionSharesValue% of portfolio
HRT Financial LP414,750$15.4M0.15%
Qube Research & Technologies Ltd291,023$10.8M0.03%
Point72 Asset Management, L.P.270,358$10.0M0.03%
M&G Investment Management Ltd182,997$6.77M0.05%
Fairholme Capital Management LLC147,500$5.47M0.39%
Comerica Bank114,701$4.25M0.02%
Voloridge Investment Management, LLC98,257$3.64M0.02%
Edgestream Partners, L.P.83,234$3.09M0.25%
Legacy Capital Wealth Partners, LLC65,588$2.43M0.67%
Quantbot Technologies LP55,707$2.07M0.14%
Wealth Enhancement Advisory Services, LLC54,111$2.01M0.01%
Two Sigma Advisers, LP51,800$1.92M0.00%
Man Group plc–$1.90M0.01%
D. E. Shaw & Co., Inc.39,927$1.48M0.00%
Point72 Middle East FZE31,226$1.16M0.07%
Caxton Associates LP25,295$937.7K0.13%
Ausbil Investment Management Ltd24,988$894.3K0.56%
Graham Capital Management, L.P.22,431$831.5K0.02%
Versor Investments LP20,000$741.4K0.15%
Financial Partners Group, LLC19,442$720.7K0.35%
Aquatic Capital Management LLC18,800$697.0K0.03%
Massachusetts Financial Services Co18,268$677.2K0.00%
PDT Partners, LLC16,211$600.9K0.08%
Burns Matteson Capital Management, LLC14,945$554.0K0.35%
DekaBank Deutsche Girozentrale14,738$543.0K0.00%
Campbell & CO Investment Adviser LLC14,449$535.6K0.06%
Gsa Capital Partners LLP12,777$474.0K0.04%
Pictet Asset Management Holding SA12,458$461.8K0.00%
Mirae Asset Global Investments Co., Ltd.11,641$431.5K0.00%
Rockefeller Capital Management L.P.11,171$414.1K0.00%
Pearl River Capital, LLC10,881$403.4K0.06%
Winton Group Ltd10,739$398.1K0.03%
Jamison Private Wealth Management, Inc.10,523$390.1K0.08%
Verition Fund Management LLC10,073$373.4K0.00%
Vestcor Inc8,576$318.0K0.01%
Jump Financial, LLC8,249$305.8K0.01%
Inceptionr LLC8,240$305.5K0.17%
Blueshift Asset Management, LLC7,750$287.3K0.17%
Magnetar Financial LLC6,568$243.5K0.01%
Envestnet Portfolio Solutions, Inc.6,150$228.0K0.00%
MQS Management LLC5,909$219.0K0.13%
KG&L Capital Management,LLC5,700$212.5K0.10%
KBC Group NV1,783$66.0K0.00%
Pathway Financial Advisers, LLC1,289$47.8K0.02%
Coppell Advisory Solutions LLC1,047$41.9K0.02%
Kapitalo Investimentos Ltda973$36.1K0.00%
Team Financial Group, LLC353$13.1K0.01%
Spire Wealth Management323$12.0K0.00%
South State Corp.260$9.64K0.00%
Venturi Wealth Management, LLC95$3.52K0.00%
Clearstead Advisors, LLC90$3.34K0.00%
Highlander Capital Management, LLC75$3.00K0.00%
Steward Financial Group LLC93$3.00K0.00%
Ellevest, Inc.70$2.60K0.00%
Huntington National Bank52$1.93K0.00%
Baker Avenue Asset Management, LP52$1.93K0.00%

Sold out (32)

Institutions that held Bank OZK at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (2)

Institutions that held Bank OZK at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OZK in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA13,710$550.6K
First Capital Advisors Group, LLC.196$7.87K