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 |
|---|---|---|---|---|---|
| Mariner, LLC | 93,229 | $4.15M | 0.01% | +639+0.7% | Added |
| Villanova Investment Management Co LLC | 91,027 | $4.05M | 3.61% | +15,343+20.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 87,937 | $3.92M | 0.04% | +2,072+2.4% | Added |
| Nomura Holdings Inc | 87,741 | $3.91M | 0.02% | +87,741 | New |
| Manufacturers Life Insurance Company, The | 87,278 | $3.89M | 0.00% | −1,581−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 84,723 | $3.77M | 0.02% | −16,017−15.9% | Reduced |
| Prudential Financial Inc | 84,533 | $3.76M | 0.01% | +67,420+394.0% | Added |
| Artemis Investment Management LLP | 84,173 | $3.75M | 0.05% | −2,194−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,631 | $3.71M | 0.01% | +36,266+76.6% | Added |
| Van Eck Associates Corp | 82,829 | $3.69M | 0.00% | +20,049+31.9% | Added |
| Ameritas Investment Partners, Inc. | 81,074 | $3.61M | 0.12% | −416−0.5% | Reduced |
| Mackenzie Financial Corp | 78,318 | $3.49M | 0.00% | +46,203+143.9% | Added |
| Wells Fargo & Company | 78,014 | $3.47M | 0.00% | +7,945+11.3% | Added |
| Canada Pension Plan Investment Board | 76,700 | $3.42M | 0.00% | +76,700 | New |
| Ieq Capital, LLC | 76,470 | $3.41M | 0.03% | +67,840+786.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76,375 | $3.40M | 0.01% | +12,048+18.7% | Added |
| Russell Investments Group, Ltd. | 76,327 | $3.40M | 0.00% | −3,003−3.8% | Reduced |
| Stephens Inc | 75,186 | $3.35M | 0.05% | −2,948−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 74,143 | $3.30M | 0.04% | +74,143 | New |
| Money Concepts Capital Corp | 70,586 | $3.14M | 0.23% | +944+1.4% | Added |
| Price T Rowe Associates Inc | 70,182 | $3.13M | 0.00% | +5,173+8.0% | Added |
| Greenfield Seitz Capital Management, LLC | 68,900 | $3.07M | 1.17% | +75+0.1% | Added |
| Franklin Resources Inc | 62,955 | $2.80M | 0.00% | −2,742−4.2% | Reduced |
| Congress Asset Management Co | 62,640 | $2.79M | 0.02% | +2,981+5.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,636 | $2.79M | 0.01% | +6,725+12.0% | Added |
| Legacy Capital Wealth Partners, LLC | 61,793 | $2.75M | 0.68% | −43−0.1% | Reduced |
| Alaska Permanent Fund Corp | 61,123 | $2.72M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 60,590 | $2.69M | 0.01% | +8,873+17.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,160 | $2.68M | 0.01% | +52,562+691.8% | Added |
| Watchman Group, Inc. | 60,070 | $2.67M | 0.70% | −3,138−5.0% | Reduced |
| MetLife Investment Management | 59,488 | $2.65M | 0.01% | +4,937+9.1% | Added |
| Oppenheimer Asset Management Inc. | 59,012 | $2.63M | 0.03% | +14,946+33.9% | Added |
| Empowered Funds, LLC | 58,979 | $2.63M | 0.04% | +58,979 | New |
| Engineers Gate Manager LP | 58,693 | $2.61M | 0.05% | +44,345+309.1% | Added |
| Palisade Capital Management LLC | 57,980 | $2.58M | 0.07% | +16,894+41.1% | Added |
| Susquehanna International Group, LLP | 56,909 | $2.53M | 0.00% | −50,256−46.9% | Reduced |
| Mutual of America Capital Management LLC | 55,732 | $2.48M | 0.03% | −1,299−2.3% | Reduced |
| CBOE Vest Financial, LLC | 55,533 | $2.47M | 0.04% | +20,729+59.6% | Added |
| HSBC Holdings PLC | 54,934 | $2.46M | 0.00% | −21,520−28.1% | Reduced |
| De Lisle Partners LLP | 54,000 | $2.40M | 0.35% | +10,000+22.7% | Added |
| Holocene Advisors, LP | 52,865 | $2.35M | 0.01% | +52,865 | New |
| QSV Equity Investors LLC | 51,447 | $2.29M | 2.20% | +28+0.1% | Added |
| Amalgamated Bank | 50,380 | $2.24M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 50,291 | $2.24M | 0.00% | −12,171−19.5% | Reduced |
| New York State Common Retirement Fund | 49,306 | $2.20M | 0.00% | −4,048−7.6% | Reduced |
| Massachusetts Financial Services Co | 48,486 | $2.16M | 0.00% | −1,446−2.9% | Reduced |
| Janus Henderson Group PLC | 48,087 | $2.14M | 0.00% | +2,600+5.7% | Added |
| Cardinal Capital Management | 46,999 | $2.09M | 0.33% | +1,285+2.8% | Added |
| Bank of Montreal | 46,832 | $2.09M | 0.00% | +241+0.5% | Added |
| Savant Capital, LLC | 46,784 | $2.08M | 0.02% | +327+0.7% | Added |
| Parallax Volatility Advisers, L.P. | 46,359 | $2.06M | 0.05% | +2,977+6.9% | Added |
| Aquatic Capital Management LLC | 46,290 | $2.06M | 0.06% | −34,210−42.5% | Reduced |
| Lazard Asset Management LLC | 45,576 | $2.03M | 0.00% | −25,873−36.2% | Reduced |
| Point72 Asset Management, L.P. | 45,363 | $2.02M | 0.01% | +38,763+587.3% | Added |
| State of New Jersey Common Pension Fund D | 43,778 | $1.95M | 0.01% | −2,373−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 42,391 | $1.89M | 0.01% | +22+0.1% | Added |
| Cubist Systematic Strategies, LLC | 42,347 | $1.89M | 0.03% | −379,461−90.0% | Reduced |
| Danske Bank A/S | 42,333 | $1.89M | 0.01% | +30,396+254.6% | Added |
| State of Tennessee, Treasury Department | 41,956 | $1.87M | 0.01% | −1,184−2.7% | Reduced |
| Naviter Wealth, LLC | 41,457 | $1.85M | 0.22% | −10,000−19.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,973 | $1.82M | 0.00% | +7,879+23.8% | Added |
| Public Employees Retirement System of Ohio | 40,733 | $1.81M | 0.01% | −2,585−6.0% | Reduced |
| Sapience Investments, LLC | 40,398 | $1.80M | 1.05% | −6,652−14.1% | Reduced |
| STRS Ohio | 38,963 | $1.74M | 0.01% | +1,421+3.8% | Added |
| Cetera Investment Advisers | 38,712 | $1.72M | 0.00% | +6,281+19.4% | Added |
| Teacher Retirement System of Texas | 38,530 | $1.72M | 0.01% | +14,944+63.4% | Added |
| Buckingham Strategic Partners | 38,327 | $1.71M | 0.03% | +347+0.9% | Added |
| Comerica Bank | 37,806 | $1.68M | 0.01% | −4,017−9.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 37,737 | $1.68M | 0.02% | +37,737 | New |
| Yousif Capital Management, LLC | 37,017 | $1.65M | 0.02% | −1,683−4.3% | Reduced |
| Pinebridge Investments, L.P. | 36,744 | $1.64M | 0.01% | −1,529−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,491 | $1.62M | 0.01% | +1,046+3.0% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.56M | 0.01% | −1,630−4.4% | Reduced |
| Deutsche Bank AG | 34,815 | $1.55M | 0.00% | +455+1.3% | Added |
| Pathstone Holdings, LLC | 33,411 | $1.55M | 0.01% | +10,199+43.9% | Added |
| Teza Capital Management LLC | 33,498 | $1.49M | 0.23% | −25,880−43.6% | Reduced |
| Quest Partners LLC | 32,465 | $1.45M | 0.19% | −26,350−44.8% | Reduced |
| Arizona State Retirement System | 31,253 | $1.39M | 0.01% | +305+1.0% | Added |
| Point72 (DIFC) Ltd | 31,182 | $1.39M | 0.13% | +5,946+23.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,532 | $1.36M | 0.00% | +5,798+23.4% | Added |
| Royal Bank of Canada | 29,947 | $1.33M | 0.00% | −1,574−5.0% | Reduced |
| Greenwood Gearhart Inc | 29,477 | $1.31M | 0.09% | −559−1.9% | Reduced |
| Sanctuary Advisors, LLC | 25,741 | $1.31M | 0.01% | +2,183+9.3% | Added |
| Louisiana State Employees Retirement System | 29,300 | $1.30M | 0.02% | +100+0.3% | Added |
| Illinois Municipal Retirement Fund | 29,181 | $1.30M | 0.02% | +11,209+62.4% | Added |
| KLP Kapitalforvaltning AS | 28,400 | $1.26M | 0.01% | +28,400 | New |
| CWM, LLC | 27,957 | $1.25M | 0.01% | +6,004+27.3% | Added |
| Stevens Capital Management LP | 26,388 | $1.18M | 0.47% | +15,526+142.9% | Added |
| MML Investors Services, LLC | 25,449 | $1.13M | 0.00% | +3,997+18.6% | Added |
| State of Michigan Retirement System | 25,012 | $1.11M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 24,893 | $1.11M | 0.00% | +972+4.1% | Added |
| KG&L Capital Management,LLC | 24,523 | $1.09M | 0.35% | +818+3.5% | Added |
| Dark Forest Capital Management LP | 23,524 | $1.05M | 0.15% | +13,694+139.3% | Added |
| Intech Investment Management LLC | 23,451 | $1.04M | 0.01% | +15,065+179.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,448 | $1.04M | 0.02% | +37+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,301 | $1.04M | 0.01% | +41+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,607 | $1.01M | 0.00% | +577+2.6% | Added |
| Advisor Group Holdings, Inc. | 22,577 | $1.01M | 0.00% | +6,655+41.8% | Added |
| New Mexico Educational Retirement Board | 22,500 | $1.00M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 22,074 | $983.0K | 0.01% | −1,050−4.5% | Reduced |