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 2024
Institutional positions in Bank OZK as of Dec 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
- 470
- +39 vs. Q3 2024
- Shares held
- 105.0M
- +39.0K (0.0%) vs. Q3 2024
- Total value
- $4.68B
- +$166.5M (+3.7%) vs. Q3 2024
- New holders
- 78
- 182 more added
- Sold out
- 39
- 150 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 1 | $45 | 0.00% | +1 | New |
| PSI Advisors, LLC | 3 | $134 | 0.00% | −628−99.5% | Reduced |
| Larson Financial Group LLC | 3 | $134 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $178 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 8 | $356 | 0.00% | +8 | New |
| Continuum Advisory, LLC | 9 | $401 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $712 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 19 | $846 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $935 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.02K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.20K | 0.00% | +27 | New |
| Sierra Ocean, LLC | 28 | $1.25K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 29 | $1.29K | 0.00% | −5−14.7% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $1.38K | 0.00% | +31 | New |
| First Horizon Advisors, Inc. | 36 | $1.60K | 0.00% | −24−40.0% | Reduced |
| Raffa Wealth Management, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $2.00K | 0.00% | +11+28.9% | Added |
| Cornerstone Planning Group LLC | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $2.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $2.14K | 0.00% | +48 | New |
| Umb Bank N A | 70 | $3.12K | 0.00% | +8+12.9% | Added |
| Horizon Investments, LLC | 88 | $3.88K | 0.00% | +3+3.5% | Added |
| Skopos Labs, Inc. | 91 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $4.28K | 0.00% | +69+255.6% | Added |
| JFS Wealth Advisors, LLC | 107 | $4.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $5.08K | 0.00% | +17+17.5% | Added |
| Sandy Spring Bank | 120 | $5.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $5.45K | 0.00% | −59−35.5% | Reduced |
| TD Waterhouse Canada Inc. | 136 | $6.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $6.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $6.37K | 0.00% | −45−23.9% | Reduced |
| Parkworth Wealth Management, Inc. | 155 | $6.90K | 0.01% | +155 | New |
| Clearstead Advisors, LLC | 166 | $7.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 171 | $7.62K | 0.00% | +18+11.8% | Added |
| Whipplewood Advisors, LLC | 173 | $7.70K | 0.00% | +173 | New |
| Delta Asset Management LLC | 186 | $8.28K | 0.00% | −50−21.2% | Reduced |
| Coppell Advisory Solutions LLC | 189 | $8.40K | 0.00% | +189 | New |
| Private Wealth Management Group, LLC | 193 | $8.60K | 0.00% | −2−1.0% | Reduced |
| SBI Securities Co., Ltd. | 212 | $9.44K | 0.00% | +212 | New |
| GPS Wealth Strategies Group, LLC | 221 | $9.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 227 | $10.0K | 0.00% | +33+17.0% | Added |
| Clark Wealth Partners | 256 | $11.4K | 0.01% | +256 | New |
| Bessemer Group Inc | 262 | $12.0K | 0.00% | +136+107.9% | Added |
| CoreCap Advisors, LLC | 275 | $12.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 284 | $12.3K | 0.00% | −469−62.3% | Reduced |
| Creative Financial Designs Inc | 296 | $13.2K | 0.00% | +296 | New |
| Crews Bank & Trust | 300 | $13.4K | 0.00% | +300 | New |
| Truvestments Capital LLC | 309 | $13.8K | 0.00% | −129−29.5% | Reduced |
| Spire Wealth Management | 340 | $15.1K | 0.00% | +14+4.3% | Added |
| GeoWealth Management, LLC | 347 | $15.5K | 0.00% | +347 | New |
| Hantz Financial Services, Inc. | 368 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $16.3K | 0.00% | +185+102.8% | Added |
| Parkside Financial Bank & Trust | 375 | $16.7K | 0.00% | +86+29.8% | Added |
| Headlands Technologies LLC | 376 | $16.7K | 0.00% | +376 | New |
| EverSource Wealth Advisors, LLC | 393 | $17.5K | 0.00% | +221+128.5% | Added |
| Colonial Trust Co | 393 | $17.5K | 0.00% | +336+589.5% | Added |
| WPG Advisers, LLC | 394 | $17.5K | 0.02% | +394 | New |
| Rise Advisors, LLC | 407 | $18.1K | 0.01% | −128−23.9% | Reduced |
| Key Financial Inc | 410 | $18.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 444 | $19.8K | 0.00% | −40−8.3% | Reduced |
| Covestor Ltd | 444 | $20.0K | 0.01% | +4+0.9% | Added |
| Aspetuck Financial Management LLC | 452 | $20.1K | 0.02% | +452 | New |
| Lindbrook Capital, LLC | 453 | $20.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 489 | $21.8K | 0.00% | −86−15.0% | Reduced |
| Centiva Capital, LP | 499 | $22.2K | 0.00% | −12,463−96.2% | Reduced |
| Fedenia Advisers LLC | 505 | $22.5K | 0.01% | +505 | New |
| Toth Financial Advisory Corp | 531 | $23.6K | 0.00% | +5+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 581 | $25.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 592 | $26.4K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 598 | $26.6K | 0.00% | +598 | New |
| Investors Research Corp | 600 | $26.7K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 611 | $27.0K | 0.00% | +611 | New |
| True Wealth Design, LLC | 609 | $27.1K | 0.01% | +143+30.7% | Added |
| Parallel Advisors, LLC | 621 | $27.7K | 0.00% | +37+6.3% | Added |
| GWM Advisors LLC | 648 | $28.8K | 0.00% | +5+0.8% | Added |
| Proequities, Inc. | 570 | $29.1K | 0.00% | +32+5.9% | Added |
| Bare Financial Services, Inc | 729 | $32.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 730 | $32.5K | 0.00% | −99−11.9% | Reduced |
| Credit Agricole S A | 741 | $33.0K | 0.00% | +741 | New |
| Smartleaf Asset Management LLC | 761 | $33.8K | 0.00% | +486+176.7% | Added |
| TD Private Client Wealth LLC | 770 | $34.3K | 0.00% | +47+6.5% | Added |
| MCF Advisors LLC | 778 | $34.6K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 798 | $36.0K | 0.00% | −73−8.4% | Reduced |
| Versant Capital Management, Inc | 810 | $36.1K | 0.01% | −298−26.9% | Reduced |
| American National Bank | 872 | $38.8K | 0.00% | −156−15.2% | Reduced |
| Geneos Wealth Management Inc. | 874 | $38.9K | 0.00% | +117+15.5% | Added |
| V-Square Quantitative Management LLC | 948 | $42.2K | 0.01% | +425+81.3% | Added |
| Caitong International Asset Management Co., Ltd | 970 | $43.2K | 0.04% | +970 | New |
| Nomura Asset Management Co Ltd | 1,000 | $44.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $47.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,128 | $50.2K | 0.00% | −105−8.5% | Reduced |
| Assetmark, Inc | 1,148 | $51.1K | 0.00% | +180+18.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,203 | $53.6K | 0.02% | +1,203 | New |
| Montag A & Associates Inc | 1,250 | $55.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,349 | $60.0K | 0.02% | −56,106−97.7% | Reduced |
| TCTC Holdings, LLC | 1,400 | $62.3K | 0.00% | 00.0% | Unchanged |