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, Q4 2023
Institutional positions in Bank OZK as of Dec 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
- 421
- +44 vs. Q3 2023
- Shares held
- 97.4M
- −3.39M (−3.4%) vs. Q3 2023
- Total value
- $4.85B
- +$1.11B (+29.8%) vs. Q3 2023
- New holders
- 69
- 141 more added
- Sold out
- 25
- 155 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $199 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $364 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $395 | 0.00% | +8 | New |
| EdgeRock Capital LLC | 14 | $600 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 13 | $648 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $947 | 0.00% | +19 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 26 | $1.30K | 0.00% | +14+116.7% | Added |
| Bell Investment Advisors, Inc | 27 | $1.35K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 31 | $1.51K | 0.00% | +20+181.8% | Added |
| Arlington Trust Co LLC | 34 | $1.69K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 36 | $1.79K | 0.00% | +7+24.1% | Added |
| Carolinas Wealth Consulting LLC | 38 | $1.88K | 0.00% | +2+5.6% | Added |
| Raffa Wealth Management, LLC | 38 | $1.89K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.14K | 0.00% | −4−8.5% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.39K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 48 | $2.39K | 0.00% | +48 | New |
| Huntington National Bank | 51 | $2.54K | 0.00% | −1−1.9% | Reduced |
| Retirement Group, LLC | 51 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $2.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $3.14K | 0.00% | −28−30.8% | Reduced |
| Signature Resources Capital Management, LLC | 64 | $3.19K | 0.00% | +64 | New |
| Central Trust Co | 71 | $3.54K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $3.74K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 77 | $3.84K | 0.00% | +77 | New |
| Venturi Wealth Management, LLC | 80 | $3.99K | 0.00% | −15−15.8% | Reduced |
| Global Retirement Partners, LLC | 107 | $4.91K | 0.00% | +12+12.6% | Added |
| JFS Wealth Advisors, LLC | 104 | $5.18K | 0.00% | +14+15.6% | Added |
| Umb Bank N A | 111 | $5.53K | 0.00% | −86−43.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 113 | $5.63K | 0.00% | +113 | New |
| Massmutual Trust Co FSB | 119 | $5.93K | 0.00% | −71−37.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 111 | $6.00K | 0.00% | −21−15.9% | Reduced |
| Private Wealth Management Group, LLC | 159 | $7.92K | 0.00% | +159 | New |
| Clearstead Advisors, LLC | 166 | $8.27K | 0.00% | +76+84.4% | Added |
| Versant Capital Management, Inc | 187 | $9.32K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 221 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 231 | $11.5K | 0.00% | +54+30.5% | Added |
| Quarry LP | 234 | $11.7K | 0.01% | −443−65.4% | Reduced |
| CWM, LLC | 253 | $13.0K | 0.00% | +2+0.8% | Added |
| Spire Wealth Management | 312 | $14.9K | 0.00% | −11−3.4% | Reduced |
| Delta Asset Management LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 329 | $16.4K | 0.00% | +329 | New |
| Team Financial Group, LLC | 357 | $17.8K | 0.01% | +4+1.1% | Added |
| Hantz Financial Services, Inc. | 368 | $18.0K | 0.00% | −79−17.7% | Reduced |
| Kapitalo Investimentos Ltda | 366 | $18.2K | 0.00% | −607−62.4% | Reduced |
| SYSTM Wealth Solutions LLC | 367 | $18.3K | 0.00% | +367 | New |
| Parallel Advisors, LLC | 378 | $18.8K | 0.00% | +7+1.9% | Added |
| Geneos Wealth Management Inc. | 400 | $19.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 392 | $20.0K | 0.00% | +111+39.5% | Added |
| Key Financial Inc | 410 | $20.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 420 | $20.9K | 0.00% | +55+15.1% | Added |
| Centerpoint Advisors, LLC | 443 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 492 | $24.5K | 0.00% | −307−38.4% | Reduced |
| Covestor Ltd | 487 | $25.0K | 0.02% | −871−64.1% | Reduced |
| Dividend Assets Capital, LLC | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 581 | $29.0K | 0.00% | +231+66.0% | Added |
| Abich Financial Wealth Management LLC | 594 | $29.6K | 0.03% | +594 | New |
| Investors Research Corp | 600 | $29.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 630 | $31.4K | 0.00% | +630 | New |
| Toronto Dominion Bank | 635 | $31.6K | 0.00% | −50−7.3% | Reduced |
| Quent Capital, LLC | 649 | $32.3K | 0.00% | −140−17.7% | Reduced |
| Bare Financial Services, Inc | 729 | $36.3K | 0.07% | +729 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $42.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 929 | $46.3K | 0.01% | +699+303.9% | Added |
| Private Trust Co NA | 933 | $46.5K | 0.01% | −180−16.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,116 | $55.6K | 0.00% | +11+1.0% | Added |
| Proequities, Inc. | 1,140 | $56.8K | 0.00% | +253+28.5% | Added |
| GWM Advisors LLC | 1,177 | $58.6K | 0.00% | +55+4.9% | Added |
| Fifth Third Bancorp | 1,183 | $58.9K | 0.00% | −304−20.4% | Reduced |
| Montag A & Associates Inc | 1,250 | $62.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,302 | $64.9K | 0.02% | +13+1.0% | Added |
| Group One Trading, L.P. | 1,324 | $66.0K | 0.00% | +1,324 | New |
| Penserra Capital Management LLC | 1,384 | $68.0K | 0.00% | +1,384 | New |
| Benjamin F. Edwards & Company, Inc. | 1,402 | $69.0K | 0.00% | +1,202+601.0% | Added |
| TCTC Holdings, LLC | 1,400 | $69.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,465 | $73.0K | 0.01% | +1,465 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,607 | $80.1K | 0.02% | +1,607 | New |
| Quadrant Capital Group LLC | 1,763 | $87.9K | 0.01% | −328−15.7% | Reduced |
| KBC Group NV | 1,783 | $89.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,854 | $92.4K | 0.00% | +14+0.8% | Added |
| Signaturefd, LLC | 2,143 | $106.8K | 0.00% | +6+0.3% | Added |
| SG Americas Securities, LLC | 2,545 | $127.0K | 0.00% | −30,076−92.2% | Reduced |
| Canada Pension Plan Investment Board | 2,600 | $129.6K | 0.00% | +2,600 | New |
| EMC Capital Management | 2,694 | $134.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,982 | $149.0K | 0.03% | +2,982 | New |
| Point72 Asset Management, L.P. | 4,000 | $199.3K | 0.00% | −266,358−98.5% | Reduced |
| GAMMA Investing LLC | 4,424 | $199.6K | 0.05% | +4,424 | New |
| Inceptionr LLC | 4,030 | $200.8K | 0.14% | −4,210−51.1% | Reduced |
| Phillips Wealth Planners LLC | 4,390 | $201.2K | 0.24% | +4,390 | New |
| Associated Banc-Corp | 4,133 | $205.9K | 0.01% | +4,133 | New |
| Guggenheim Capital LLC | 4,148 | $206.7K | 0.00% | +4,148 | New |
| Caption Management, LLC | 4,243 | $211.4K | 0.02% | +4,243 | New |
| State of Wyoming | 4,263 | $212.4K | 0.04% | −1,535−26.5% | Reduced |
| Neo Ivy Capital Management | 4,272 | $213.0K | 0.48% | −31,284−88.0% | Reduced |