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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1,737 | $77.3K | 0.00% | −690−28.4% | Reduced |
| Reyes Financial Architecture, Inc. | 1,793 | $79.8K | 0.06% | +1,793 | New |
| Quadrant Capital Group LLC | 1,847 | $82.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,026 | $90.2K | 0.00% | −1,938−48.9% | Reduced |
| New Wave Wealth Advisors LLC | 2,082 | $92.7K | 0.04% | +2,082 | New |
| Jones Financial Companies LLLP | 2,095 | $93.3K | 0.00% | +643+44.3% | Added |
| Signaturefd, LLC | 2,139 | $95.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,185 | $97.3K | 0.00% | +595+37.4% | Added |
| Principal Securities, Inc. | 2,509 | $111.7K | 0.00% | +283+12.7% | Added |
| South Dakota Investment Council | 2,939 | $131.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 3,340 | $148.7K | 0.14% | +3,340 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,370 | $150.1K | 0.09% | +3,370 | New |
| Cullen/Frost Bankers, Inc. | 3,392 | $151.0K | 0.00% | +26+0.8% | Added |
| Mather Group, LLC. | 3,503 | $156.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,211 | $187.5K | 0.05% | −416−9.0% | Reduced |
| Copeland Capital Management, LLC | 4,428 | $197.2K | 0.00% | −2,275−33.9% | Reduced |
| HHM Wealth Advisors, LLC | 4,520 | $201.3K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,540 | $202.2K | 0.00% | +4,540 | New |
| Wedmont Private Capital | 4,855 | $202.5K | 0.01% | +4,855 | New |
| Axq Capital, LP | 4,591 | $204.4K | 0.09% | +4,591 | New |
| Weiss Asset Management LP | 4,661 | $207.6K | 0.00% | +4,661 | New |
| denkapparat Operations GmbH | 4,706 | $209.6K | 0.31% | +4,706 | New |
| KBC Group NV | 4,727 | $210.0K | 0.00% | +1,788+60.8% | Added |
| Waterloo Capital, L.P. | 4,756 | $211.8K | 0.02% | +4,756 | New |
| GAMMA Investing LLC | 4,758 | $211.9K | 0.02% | +606+14.6% | Added |
| Freestone Grove Partners LP | 4,788 | $213.2K | 0.00% | +4,788 | New |
| Summit Trail Advisors, LLC | 4,803 | $213.9K | 0.01% | +4,803 | New |
| HTLF Bank | 4,854 | $216.1K | 0.02% | −434−8.2% | Reduced |
| Paragon Capital Management Ltd | 4,887 | $217.6K | 0.04% | −92−1.8% | Reduced |
| Evergreen Capital Management LLC | 4,925 | $219.3K | 0.01% | −253−4.9% | Reduced |
| Hamilton Capital Partners Inc. | 4,951 | $220.5K | 0.02% | +155+3.2% | Added |
| Cornerstone Wealth Management, LLC | 5,029 | $223.9K | 0.02% | −61−1.2% | Reduced |
| Forefront Wealth Partners, LLC | 5,052 | $225.0K | 0.17% | +5,052 | New |
| Sagespring Wealth Partners, LLC | 5,062 | $225.4K | 0.01% | +5,062 | New |
| Park Avenue Securities LLC | 5,096 | $227.0K | 0.00% | +5,096 | New |
| Mendel Capital Management LLC | 5,179 | $230.6K | 0.14% | −15−0.3% | Reduced |
| Hexagon Capital Partners LLC | 5,276 | $235.0K | 0.04% | −13−0.2% | Reduced |
| Acadian Asset Management LLC | 5,376 | $239.0K | 0.00% | −213,191−97.5% | Reduced |
| Forum Financial Management, LP | 5,401 | $240.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,661 | $252.1K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,666 | $252.3K | 0.07% | −29−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,832 | $259.7K | 0.00% | +445+8.3% | Added |
| Utah Retirement Systems | 5,842 | $260.1K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,842 | $260.1K | 0.00% | +436+8.1% | Added |
| Callan Family Office, LLC | 5,879 | $261.8K | 0.02% | +440+8.1% | Added |
| Panagora Asset Management Inc | 5,887 | $262.1K | 0.00% | +103+1.8% | Added |
| City Center Advisors, LLC | 6,055 | $269.6K | 0.30% | −614−9.2% | Reduced |
| Maryland State Retirement & Pension System | 6,071 | $270.3K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 6,097 | $271.5K | 0.03% | +6,097 | New |
| Puzo Michael J | 6,145 | $273.6K | 0.08% | −610−9.0% | Reduced |
| Bryn Mawr Trust Co | 6,173 | $274.9K | 0.00% | +6,173 | New |
| Crossmark Global Holdings, Inc. | 6,209 | $276.0K | 0.01% | −255−3.9% | Reduced |
| RSM US Wealth Management LLC | 6,220 | $276.5K | 0.00% | +6,220 | New |
| Guggenheim Capital LLC | 6,238 | $277.8K | 0.00% | +6,238 | New |
| Legacy Capital Group California, Inc. | 6,348 | $282.7K | 0.09% | −6−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 6,392 | $284.6K | 0.01% | +6,392 | New |
| Virtu Financial LLC | 6,455 | $287.0K | 0.02% | +6,455 | New |
| Scientech Research LLC | 6,464 | $287.8K | 0.08% | +6,464 | New |
| CSS LLC | 6,473 | $288.2K | 0.02% | +6,473 | New |
| Janney Montgomery Scott LLC | 6,520 | $290.0K | 0.00% | +96+1.5% | Added |
| Impact Partnership Wealth, LLC | 6,535 | $291.0K | 0.06% | −40−0.6% | Reduced |
| Meridian Management Co | 6,582 | $293.1K | 0.08% | +45+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,705 | $298.0K | 0.00% | +6,705 | New |
| Eqis Capital Management, Inc. | 6,708 | $298.7K | 0.02% | +756+12.7% | Added |
| Farringdon Capital, Ltd. | 6,739 | $300.1K | 0.12% | +6,739 | New |
| Arcus Capital Partners, LLC | 6,641 | $301.9K | 0.10% | +6,641 | New |
| Lathrop Investment Management Corp | 6,823 | $304.0K | 0.06% | −20.0% | Reduced |
| CAPROCK Group, Inc. | 6,890 | $306.8K | 0.01% | +85+1.2% | Added |
| Merit Financial Group, LLC | 6,903 | $307.4K | 0.01% | +6,903 | New |
| Entropy Technologies, LP | 6,957 | $309.8K | 0.03% | −7,288−51.2% | Reduced |
| Corton Capital Inc. | 7,062 | $314.5K | 0.18% | +910+14.8% | Added |
| Benjamin Edwards Inc | 7,266 | $323.8K | 0.00% | −106−1.4% | Reduced |
| Bayesian Capital Management, LP | 7,283 | $324.3K | 0.04% | +1,627+28.8% | Added |
| Aigen Investment Management, LP | 7,540 | $335.8K | 0.06% | +7,540 | New |
| EMC Capital Management | 7,536 | $336.0K | 0.19% | −10,678−58.6% | Reduced |
| Mercer Global Advisors Inc | 7,629 | $339.7K | 0.00% | +7,629 | New |
| GTS Securities LLC | 7,633 | $339.9K | 0.02% | +7,633 | New |
| Mma Asset Management LLC | 7,677 | $341.9K | 0.15% | +7,677 | New |
| Vestcor Inc | 7,742 | $345.0K | 0.01% | +7,742 | New |
| Bridgefront Capital, LLC | 7,956 | $354.3K | 0.12% | +7,956 | New |
| Securian Asset Management, Inc | 7,976 | $355.2K | 0.01% | −229−2.8% | Reduced |
| Millennium Capital Advisors, LLC | 8,101 | $360.8K | 0.25% | +20.0% | Added |
| Regions Financial Corp | 8,304 | $369.8K | 0.00% | −1,240−13.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,467 | $377.0K | 0.01% | −43−0.5% | Reduced |
| Caitlin John, LLC | 8,511 | $379.0K | 0.26% | −773−8.3% | Reduced |
| Alps Advisors Inc | 8,515 | $379.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,833 | $392.7K | 0.01% | −10,972−55.4% | Reduced |
| Twinbeech Capital LP | 8,846 | $393.9K | 0.01% | +8,846 | New |
| EP Wealth Advisors, LLC | 9,168 | $408.3K | 0.00% | +9,168 | New |
| Acorn Financial Advisory Services Inc | 9,334 | $415.7K | 0.07% | −124−1.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 9,550 | $425.3K | 0.25% | −1,885−16.5% | Reduced |
| Commonwealth Equity Services, LLC | 9,580 | $427.0K | 0.00% | +607+6.8% | Added |
| Public Employees Retirement Association of Colorado | 9,839 | $438.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,875 | $439.7K | 0.02% | +2,327+30.8% | Added |
| Northwestern Mutual Wealth Management Co | 10,121 | $450.7K | 0.00% | +91+0.9% | Added |
| FMR LLC | 10,191 | $453.8K | 0.00% | +975+10.6% | Added |
| XTX Topco Ltd | 10,195 | $454.0K | 0.04% | +796+8.5% | Added |
| Shell Asset Management Co | 10,243 | $456.0K | 0.02% | −15−0.1% | Reduced |
| State of Wisconsin Investment Board | 10,312 | $459.2K | 0.00% | +1,549+17.7% | Added |
| Mustard Seed Financial, LLC | 10,461 | $465.8K | 0.38% | −1,956−15.8% | Reduced |