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 |
|---|---|---|---|---|---|
| Versor Investments LP | 10,473 | $466.4K | 0.08% | −9,711−48.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $468.6K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,529 | $468.9K | 0.04% | −14,968−58.7% | Reduced |
| Pallas Capital Advisors LLC | 10,555 | $470.0K | 0.02% | +373+3.7% | Added |
| HighTower Advisors, LLC | 10,647 | $474.1K | 0.00% | +1,518+16.6% | Added |
| BTC Capital Management, Inc. | 10,647 | $474.1K | 0.04% | −9,075−46.0% | Reduced |
| Oppenheimer & Co Inc | 10,742 | $478.3K | 0.01% | +3,774+54.2% | Added |
| Readystate Asset Management LP | 10,756 | $479.0K | 0.02% | +10,756 | New |
| Agp Franklin, LLC | 10,911 | $485.9K | 0.30% | +10,911 | New |
| Federated Hermes, Inc. | 10,927 | $486.6K | 0.00% | +3,526+47.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,054 | $492.2K | 0.02% | −2,284−17.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $493.7K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,184 | $498.0K | 0.00% | +193+1.8% | Added |
| Ontario Teachers Pension Plan Board | 11,241 | $500.6K | 0.01% | −1,867−14.2% | Reduced |
| Arkansas Financial Group, Inc. | 11,404 | $507.8K | 0.08% | −1,900−14.3% | Reduced |
| Fourthstone LLC | 11,500 | $512.1K | 0.10% | +11,500 | New |
| State of Alaska, Department of Revenue | 12,029 | $535.0K | 0.01% | −165−1.4% | Reduced |
| State of Wyoming | 12,124 | $539.9K | 0.07% | +4,830+66.2% | Added |
| Xponance, Inc. | 12,250 | $545.5K | 0.00% | +849+7.4% | Added |
| Cornercap Investment Counsel Inc | 12,324 | $548.8K | 0.18% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12,471 | $555.3K | 0.19% | +39+0.3% | Added |
| Redmont Wealth Advisors LLC | 12,497 | $556.5K | 0.96% | −143−1.1% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $558.6K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,578 | $560.1K | 0.01% | +422+3.5% | Added |
| M&T Bank Corp | 12,647 | $563.2K | 0.00% | −785−5.8% | Reduced |
| FourThought Financial Partners, LLC | 12,665 | $564.0K | 0.06% | −231−1.8% | Reduced |
| Voya Investment Management LLC | 12,908 | $574.8K | 0.00% | −3,336−20.5% | Reduced |
| Groesbeck Investment Management Corp | 13,153 | $586.0K | 0.76% | −3,800−22.4% | Reduced |
| Alpha DNA Investment Management LLC | 13,195 | $587.6K | 0.32% | +881+7.2% | Added |
| Tower Research Capital LLC (TRC) | 13,203 | $587.9K | 0.01% | +8,064+156.9% | Added |
| Wincap Financial LLC | 13,305 | $592.5K | 0.60% | +13,305 | New |
| Sterling Capital Management LLC | 13,476 | $600.1K | 0.01% | +2,246+20.0% | Added |
| Truist Financial Corp | 13,869 | $617.6K | 0.00% | +1,833+15.2% | Added |
| Neuberger Berman Group LLC | 13,952 | $621.3K | 0.00% | −1,193−7.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,016 | $624.1K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 14,692 | $654.2K | 0.08% | +131+0.9% | Added |
| DekaBank Deutsche Girozentrale | 14,738 | $657.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,321 | $682.2K | 0.05% | +4,673+43.9% | Added |
| Naples Global Advisors, LLC | 15,329 | $682.6K | 0.06% | −298−1.9% | Reduced |
| Aviance Capital Partners, LLC | 15,341 | $683.1K | 0.09% | +15,341 | New |
| Pacer Advisors, Inc. | 15,733 | $700.6K | 0.00% | +325+2.1% | Added |
| Burney Co | 15,753 | $701.5K | 0.02% | −4,232−21.2% | Reduced |
| Wolverine Asset Management LLC | 15,891 | $707.6K | 0.01% | −7,096−30.9% | Reduced |
| Colony Group, LLC | 15,955 | $710.5K | 0.00% | +2,353+17.3% | Added |
| Capital Investment Advisors, LLC | 16,035 | $714.1K | 0.01% | +5,302+49.4% | Added |
| JustInvest LLC | 16,037 | $714.1K | 0.01% | +742+4.9% | Added |
| Two Sigma Securities, LLC | 16,190 | $720.9K | 0.13% | +16,190 | New |
| Landscape Capital Management, L.L.C. | 16,381 | $729.4K | 0.08% | +16,381 | New |
| 1832 Asset Management L.P. | 16,461 | $733.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,884 | $751.9K | 0.03% | +896+5.6% | Added |
| Walleye Trading LLC | 16,913 | $753.1K | 0.01% | +16,913 | New |
| Marshall Wace, LLP | 17,101 | $761.5K | 0.00% | +17,101 | New |
| Pictet Asset Management Holding SA | 17,568 | $782.3K | 0.00% | +1,100+6.7% | Added |
| Neo Ivy Capital Management | 17,946 | $799.0K | 0.16% | −38,288−68.1% | Reduced |
| Stifel Financial Corp | 18,489 | $823.3K | 0.00% | −7,312−28.3% | Reduced |
| Aviso Financial Inc. | 19,074 | $849.4K | 0.04% | −158−0.8% | Reduced |
| Jefferies Financial Group Inc. | 19,163 | $853.3K | 0.01% | +19,163 | New |
| Gsa Capital Partners LLP | 19,715 | $878.0K | 0.07% | −24,597−55.5% | Reduced |
| Creative Planning | 20,036 | $892.2K | 0.00% | +1,137+6.0% | Added |
| AXA S.A. | 20,264 | $902.4K | 0.00% | −106,783−84.0% | Reduced |
| First Manhattan Co | 20,446 | $910.5K | 0.00% | +2,946+16.8% | Added |
| CWA Asset Management Group, LLC | 20,709 | $922.2K | 0.05% | +3,986+23.8% | Added |
| Baird Financial Group, Inc. | 21,013 | $935.7K | 0.00% | +3,911+22.9% | Added |
| Man Group plc | 21,200 | $944.0K | 0.00% | −45,693−68.3% | Reduced |
| Oregon Public Employees Retirement Fund | 21,444 | $954.9K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 21,455 | $955.4K | 0.15% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,525 | $959.0K | 0.00% | +700+3.4% | Added |
| Simmons Bank | 21,574 | $960.7K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 21,575 | $960.7K | 0.01% | +205+1.0% | Added |
| Natixis Advisors, L.P. | 21,902 | $975.0K | 0.00% | +2,674+13.9% | Added |
| Commerce Bank | 22,074 | $983.0K | 0.01% | −1,050−4.5% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.00M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,577 | $1.01M | 0.00% | +6,655+41.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,607 | $1.01M | 0.00% | +577+2.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,301 | $1.04M | 0.01% | +41+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,448 | $1.04M | 0.02% | +37+0.2% | Added |
| Intech Investment Management LLC | 23,451 | $1.04M | 0.01% | +15,065+179.6% | Added |
| Dark Forest Capital Management LP | 23,524 | $1.05M | 0.15% | +13,694+139.3% | Added |
| KG&L Capital Management,LLC | 24,523 | $1.09M | 0.35% | +818+3.5% | Added |
| CI Private Wealth, LLC | 24,893 | $1.11M | 0.00% | +972+4.1% | Added |
| State of Michigan Retirement System | 25,012 | $1.11M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 25,449 | $1.13M | 0.00% | +3,997+18.6% | Added |
| Stevens Capital Management LP | 26,388 | $1.18M | 0.47% | +15,526+142.9% | Added |
| CWM, LLC | 27,957 | $1.25M | 0.01% | +6,004+27.3% | Added |
| KLP Kapitalforvaltning AS | 28,400 | $1.26M | 0.01% | +28,400 | New |
| Illinois Municipal Retirement Fund | 29,181 | $1.30M | 0.02% | +11,209+62.4% | Added |
| Louisiana State Employees Retirement System | 29,300 | $1.30M | 0.02% | +100+0.3% | Added |
| Sanctuary Advisors, LLC | 25,741 | $1.31M | 0.01% | +2,183+9.3% | Added |
| Greenwood Gearhart Inc | 29,477 | $1.31M | 0.09% | −559−1.9% | Reduced |
| Royal Bank of Canada | 29,947 | $1.33M | 0.00% | −1,574−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,532 | $1.36M | 0.00% | +5,798+23.4% | Added |
| Point72 (DIFC) Ltd | 31,182 | $1.39M | 0.13% | +5,946+23.6% | Added |
| Arizona State Retirement System | 31,253 | $1.39M | 0.01% | +305+1.0% | Added |
| Quest Partners LLC | 32,465 | $1.45M | 0.19% | −26,350−44.8% | Reduced |
| Teza Capital Management LLC | 33,498 | $1.49M | 0.23% | −25,880−43.6% | Reduced |
| Pathstone Holdings, LLC | 33,411 | $1.55M | 0.01% | +10,199+43.9% | Added |
| Deutsche Bank AG | 34,815 | $1.55M | 0.00% | +455+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.56M | 0.01% | −1,630−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,491 | $1.62M | 0.01% | +1,046+3.0% | Added |
| Pinebridge Investments, L.P. | 36,744 | $1.64M | 0.01% | −1,529−4.0% | Reduced |