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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 37,017 | $1.65M | 0.02% | −1,683−4.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 37,737 | $1.68M | 0.02% | +37,737 | New |
| Comerica Bank | 37,806 | $1.68M | 0.01% | −4,017−9.6% | Reduced |
| Buckingham Strategic Partners | 38,327 | $1.71M | 0.03% | +347+0.9% | Added |
| Teacher Retirement System of Texas | 38,530 | $1.72M | 0.01% | +14,944+63.4% | Added |
| Cetera Investment Advisers | 38,712 | $1.72M | 0.00% | +6,281+19.4% | Added |
| STRS Ohio | 38,963 | $1.74M | 0.01% | +1,421+3.8% | Added |
| Sapience Investments, LLC | 40,398 | $1.80M | 1.05% | −6,652−14.1% | Reduced |
| Public Employees Retirement System of Ohio | 40,733 | $1.81M | 0.01% | −2,585−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,973 | $1.82M | 0.00% | +7,879+23.8% | Added |
| Naviter Wealth, LLC | 41,457 | $1.85M | 0.22% | −10,000−19.4% | Reduced |
| State of Tennessee, Treasury Department | 41,956 | $1.87M | 0.01% | −1,184−2.7% | Reduced |
| Danske Bank A/S | 42,333 | $1.89M | 0.01% | +30,396+254.6% | Added |
| Cubist Systematic Strategies, LLC | 42,347 | $1.89M | 0.03% | −379,461−90.0% | Reduced |
| Nisa Investment Advisors, LLC | 42,391 | $1.89M | 0.01% | +22+0.1% | Added |
| State of New Jersey Common Pension Fund D | 43,778 | $1.95M | 0.01% | −2,373−5.1% | Reduced |
| Point72 Asset Management, L.P. | 45,363 | $2.02M | 0.01% | +38,763+587.3% | Added |
| Lazard Asset Management LLC | 45,576 | $2.03M | 0.00% | −25,873−36.2% | Reduced |
| Aquatic Capital Management LLC | 46,290 | $2.06M | 0.06% | −34,210−42.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 46,359 | $2.06M | 0.05% | +2,977+6.9% | Added |
| Savant Capital, LLC | 46,784 | $2.08M | 0.02% | +327+0.7% | Added |
| Bank of Montreal | 46,832 | $2.09M | 0.00% | +241+0.5% | Added |
| Cardinal Capital Management | 46,999 | $2.09M | 0.33% | +1,285+2.8% | Added |
| Janus Henderson Group PLC | 48,087 | $2.14M | 0.00% | +2,600+5.7% | Added |
| Massachusetts Financial Services Co | 48,486 | $2.16M | 0.00% | −1,446−2.9% | Reduced |
| New York State Common Retirement Fund | 49,306 | $2.20M | 0.00% | −4,048−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 50,291 | $2.24M | 0.00% | −12,171−19.5% | Reduced |
| Amalgamated Bank | 50,380 | $2.24M | 0.02% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 51,447 | $2.29M | 2.20% | +28+0.1% | Added |
| Holocene Advisors, LP | 52,865 | $2.35M | 0.01% | +52,865 | New |
| De Lisle Partners LLP | 54,000 | $2.40M | 0.35% | +10,000+22.7% | Added |
| HSBC Holdings PLC | 54,934 | $2.46M | 0.00% | −21,520−28.1% | Reduced |
| CBOE Vest Financial, LLC | 55,533 | $2.47M | 0.04% | +20,729+59.6% | Added |
| Mutual of America Capital Management LLC | 55,732 | $2.48M | 0.03% | −1,299−2.3% | Reduced |
| Susquehanna International Group, LLP | 56,909 | $2.53M | 0.00% | −50,256−46.9% | Reduced |
| Palisade Capital Management LLC | 57,980 | $2.58M | 0.07% | +16,894+41.1% | Added |
| Engineers Gate Manager LP | 58,693 | $2.61M | 0.05% | +44,345+309.1% | Added |
| Empowered Funds, LLC | 58,979 | $2.63M | 0.04% | +58,979 | New |
| Oppenheimer Asset Management Inc. | 59,012 | $2.63M | 0.03% | +14,946+33.9% | Added |
| MetLife Investment Management | 59,488 | $2.65M | 0.01% | +4,937+9.1% | Added |
| Watchman Group, Inc. | 60,070 | $2.67M | 0.70% | −3,138−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 60,160 | $2.68M | 0.01% | +52,562+691.8% | Added |
| Cerity Partners LLC | 60,590 | $2.69M | 0.01% | +8,873+17.2% | Added |
| Alaska Permanent Fund Corp | 61,123 | $2.72M | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 61,793 | $2.75M | 0.68% | −43−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 62,636 | $2.79M | 0.01% | +6,725+12.0% | Added |
| Congress Asset Management Co | 62,640 | $2.79M | 0.02% | +2,981+5.0% | Added |
| Franklin Resources Inc | 62,955 | $2.80M | 0.00% | −2,742−4.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 68,900 | $3.07M | 1.17% | +75+0.1% | Added |
| Price T Rowe Associates Inc | 70,182 | $3.13M | 0.00% | +5,173+8.0% | Added |
| Money Concepts Capital Corp | 70,586 | $3.14M | 0.23% | +944+1.4% | Added |
| Integrated Wealth Concepts LLC | 74,143 | $3.30M | 0.04% | +74,143 | New |
| Stephens Inc | 75,186 | $3.35M | 0.05% | −2,948−3.8% | Reduced |
| Russell Investments Group, Ltd. | 76,327 | $3.40M | 0.00% | −3,003−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 76,375 | $3.40M | 0.01% | +12,048+18.7% | Added |
| Ieq Capital, LLC | 76,470 | $3.41M | 0.03% | +67,840+786.1% | Added |
| Canada Pension Plan Investment Board | 76,700 | $3.42M | 0.00% | +76,700 | New |
| Wells Fargo & Company | 78,014 | $3.47M | 0.00% | +7,945+11.3% | Added |
| Mackenzie Financial Corp | 78,318 | $3.49M | 0.00% | +46,203+143.9% | Added |
| Ameritas Investment Partners, Inc. | 81,074 | $3.61M | 0.12% | −416−0.5% | Reduced |
| Van Eck Associates Corp | 82,829 | $3.69M | 0.00% | +20,049+31.9% | Added |
| Allspring Global Investments Holdings, LLC | 83,631 | $3.71M | 0.01% | +36,266+76.6% | Added |
| Artemis Investment Management LLP | 84,173 | $3.75M | 0.05% | −2,194−2.5% | Reduced |
| Prudential Financial Inc | 84,533 | $3.76M | 0.01% | +67,420+394.0% | Added |
| Schonfeld Strategic Advisors LLC | 84,723 | $3.77M | 0.02% | −16,017−15.9% | Reduced |
| Manufacturers Life Insurance Company, The | 87,278 | $3.89M | 0.00% | −1,581−1.8% | Reduced |
| Nomura Holdings Inc | 87,741 | $3.91M | 0.02% | +87,741 | New |
| B. Metzler seel. Sohn & Co. AG | 87,937 | $3.92M | 0.04% | +2,072+2.4% | Added |
| Villanova Investment Management Co LLC | 91,027 | $4.05M | 3.61% | +15,343+20.3% | Added |
| Mariner, LLC | 93,229 | $4.15M | 0.01% | +639+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,300 | $4.15M | 0.01% | +49,500+113.0% | Added |
| Great West Life Assurance Co | 100,755 | $4.48M | 0.01% | +5,110+5.3% | Added |
| California State Teachers Retirement System | 100,757 | $4.49M | 0.01% | −877−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 102,449 | $4.56M | 0.02% | −1,655−1.6% | Reduced |
| MAI Capital Management | 104,483 | $4.65M | 0.03% | +21,660+26.2% | Added |
| Horrell Capital Management, Inc. | 106,878 | $4.76M | 1.39% | +304+0.3% | Added |
| Treasurer of the State of North Carolina | 109,862 | $4.89M | 0.02% | +2,715+2.5% | Added |
| State Board of Administration of Florida Retirement System | 110,399 | $4.92M | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 117,905 | $5.25M | 0.05% | +19,405+19.7% | Added |
| Verition Fund Management LLC | 118,511 | $5.28M | 0.03% | +83,642+239.9% | Added |
| Corebridge Financial, Inc. | 119,388 | $5.32M | 0.03% | −5,402−4.3% | Reduced |
| Bank of Nova Scotia | 124,034 | $5.53M | 0.01% | −26,657−17.7% | Reduced |
| Ameriprise Financial Inc | 127,361 | $5.67M | 0.00% | −3,134−2.4% | Reduced |
| Retirement Systems of Alabama | 128,287 | $5.71M | 0.02% | +103+0.1% | Added |
| Jump Financial, LLC | 129,231 | $5.75M | 0.12% | +70,378+119.6% | Added |
| New York State Teachers Retirement System | 131,412 | $5.85M | 0.01% | −10,213−7.2% | Reduced |
| Thrivent Financial for Lutherans | 134,793 | $6.00M | 0.01% | −52,227−27.9% | Reduced |
| Envestnet Asset Management Inc | 135,139 | $6.02M | 0.00% | +12,663+10.3% | Added |
| Edgestream Partners, L.P. | 135,483 | $6.03M | 0.26% | −25,808−16.0% | Reduced |
| HRT Financial LP | 138,558 | $6.17M | 0.03% | −71,325−34.0% | Reduced |
| Alliancebernstein L.P. | 138,901 | $6.19M | 0.00% | −12,132−8.0% | Reduced |
| TCW Group Inc | 140,077 | $6.24M | 0.05% | −17,200−10.9% | Reduced |
| Black Maple Capital Management LP | 144,396 | $6.43M | 4.90% | +109,641+315.5% | Added |
| Squarepoint Ops LLC | 145,547 | $6.48M | 0.02% | +5,906+4.2% | Added |
| Great Lakes Advisors, LLC | 146,661 | $6.53M | 0.06% | −256,662−63.6% | Reduced |
| Amundi | 156,884 | $6.78M | 0.00% | −73,429−31.9% | Reduced |
| Trexquant Investment LP | 156,962 | $6.99M | 0.08% | +1,173+0.8% | Added |
| QV Investors Inc. | 163,590 | $7.29M | 0.75% | −7,460−4.4% | Reduced |
| Legal & General Group Plc | 164,701 | $7.33M | 0.00% | −2,699−1.6% | Reduced |
| Quantinno Capital Management LP | 169,409 | $7.54M | 0.07% | +33,162+24.3% | Added |