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 2024
Institutional positions in Bank OZK as of Mar 31, 2024. 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
- 427
- +8 vs. Q4 2023
- Shares held
- 99.9M
- +2.48M (+2.5%) vs. Q4 2023
- Total value
- $4.54B
- −$309.7M (−6.4%) vs. Q4 2023
- New holders
- 59
- 151 more added
- Sold out
- 51
- 147 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 3 | $136 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $182 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $273 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 13 | $583 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $864 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 31 | $1.41K | 0.00% | −20−39.2% | Reduced |
| Continuum Advisory, LLC | 32 | $1.52K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 34 | $1.55K | 0.00% | −2−5.6% | Reduced |
| Raffa Wealth Management, LLC | 38 | $1.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $2.00K | 0.00% | +11+78.6% | Added |
| Retirement Group, LLC | 52 | $2.36K | 0.00% | +1+2.0% | Added |
| EverSource Wealth Advisors, LLC | 54 | $2.41K | 0.00% | +28+107.7% | Added |
| Allworth Financial LP | 63 | $2.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $3.14K | 0.00% | −42−37.8% | Reduced |
| Signature Resources Capital Management, LLC | 64 | $3.19K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $3.41K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 77 | $3.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 82 | $3.73K | 0.00% | +34+70.8% | Added |
| TD Waterhouse Canada Inc. | 71 | $4.14K | 0.00% | +40+129.0% | Added |
| JFS Wealth Advisors, LLC | 104 | $4.73K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $4.78K | 0.00% | +96+1,200.0% | Added |
| Global Retirement Partners, LLC | 107 | $4.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $5.14K | 0.00% | −6−5.0% | Reduced |
| Truvestments Capital LLC | 129 | $5.86K | 0.00% | +129 | New |
| Private Wealth Management Group, LLC | 159 | $7.23K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 187 | $8.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 231 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 240 | $10.9K | 0.00% | +240 | New |
| Fernwood Investment Management, LLC | 269 | $12.2K | 0.00% | +269 | New |
| Venturi Wealth Management, LLC | 274 | $12.5K | 0.00% | +194+242.5% | Added |
| Eagle Bay Advisors LLC | 292 | $13.3K | 0.01% | +292 | New |
| Delta Asset Management LLC | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 324 | $14.7K | 0.00% | +12+3.8% | Added |
| Quarry LP | 357 | $16.2K | 0.01% | +123+52.6% | Added |
| Assetmark, Inc | 363 | $16.5K | 0.00% | +363 | New |
| SYSTM Wealth Solutions LLC | 367 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 368 | $17.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 390 | $17.7K | 0.00% | +390 | New |
| CBIZ Investment Advisory Services, LLC | 396 | $18.0K | 0.00% | +396 | New |
| Geneos Wealth Management Inc. | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $18.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 424 | $19.3K | 0.00% | +4+1.0% | Added |
| Covestor Ltd | 435 | $20.0K | 0.01% | −52−10.7% | Reduced |
| Centerpoint Advisors, LLC | 443 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 442 | $20.1K | 0.00% | +64+16.9% | Added |
| Rise Advisors, LLC | 461 | $21.0K | 0.01% | +461 | New |
| CWM, LLC | 458 | $21.0K | 0.00% | +205+81.0% | Added |
| LRI Investments, LLC | 518 | $23.5K | 0.01% | +518 | New |
| CoreCap Advisors, LLC | 598 | $27.2K | 0.00% | +598 | New |
| Investors Research Corp | 600 | $27.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 621 | $28.2K | 0.00% | −312−33.4% | Reduced |
| Pinnacle Holdings, LLC | 625 | $28.4K | 0.01% | +625 | New |
| Toronto Dominion Bank | 635 | $28.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 649 | $29.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 651 | $29.6K | 0.00% | +159+32.3% | Added |
| Bare Financial Services, Inc | 729 | $32.5K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 747 | $34.0K | 0.00% | −430−36.5% | Reduced |
| CIBC Private Wealth Group, LLC | 784 | $35.2K | 0.00% | +784 | New |
| Steward Partners Investment Advisory, LLC | 806 | $36.6K | 0.00% | +225+38.7% | Added |
| Brown Brothers Harriman & Co | 905 | $41.1K | 0.00% | +905 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $42.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 931 | $42.3K | 0.00% | +2+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 948 | $43.1K | 0.02% | +948 | New |
| Nomura Asset Management Co Ltd | 1,000 | $45.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,120 | $50.9K | 0.00% | −345−23.5% | Reduced |
| First Horizon Advisors, Inc. | 1,146 | $52.1K | 0.00% | +30+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,192 | $54.0K | 0.00% | −210−15.0% | Reduced |
| Fifth Third Bancorp | 1,233 | $56.1K | 0.00% | +50+4.2% | Added |
| Montag A & Associates Inc | 1,250 | $56.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,302 | $59.2K | 0.00% | +162+14.2% | Added |
| Pathway Financial Advisers, LLC | 1,312 | $59.7K | 0.02% | +10+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,338 | $60.8K | 0.00% | +1,338 | New |
| Gradient Investments LLC | 1,389 | $63.2K | 0.00% | −465−25.1% | Reduced |
| TCTC Holdings, LLC | 1,400 | $63.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,133 | $97.0K | 0.01% | +370+21.0% | Added |
| Signaturefd, LLC | 2,143 | $97.4K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 2,315 | $105.2K | 0.01% | −15,375−86.9% | Reduced |
| Principal Securities, Inc. | 2,325 | $105.7K | 0.00% | +1,695+269.0% | Added |
| KBC Group NV | 2,456 | $112.0K | 0.00% | +673+37.7% | Added |
| Canada Pension Plan Investment Board | 2,600 | $118.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,700 | $122.7K | 0.03% | +2,700 | New |
| National Bank of Canada | 3,305 | $150.1K | 0.00% | −1,343−28.9% | Reduced |
| Smartleaf Asset Management LLC | 3,461 | $157.6K | 0.03% | +3,461 | New |
| Mather Group, LLC. | 3,503 | $174.6K | 0.00% | +3,503 | New |
| GAMMA Investing LLC | 3,840 | $174.6K | 0.04% | −584−13.2% | Reduced |
| Palouse Capital Management, Inc. | 4,062 | $184.7K | 0.12% | +4,062 | New |
| Tower Research Capital LLC (TRC) | 4,116 | $187.1K | 0.00% | −12,688−75.5% | Reduced |
| TD Private Client Wealth LLC | 4,120 | $187.3K | 0.01% | −921−18.3% | Reduced |
| Benjamin Edwards Inc | 4,190 | $190.0K | 0.04% | +1,208+40.5% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $205.5K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 4,532 | $206.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,600 | $209.1K | 0.05% | +4,600 | New |