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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 21,902 | $975.0K | 0.00% | +2,674+13.9% | Added |
| Toroso Investments, LLC | 21,575 | $960.7K | 0.01% | +205+1.0% | Added |
| Simmons Bank | 21,574 | $960.7K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,525 | $959.0K | 0.00% | +700+3.4% | Added |
| Harbor Advisors LLC | 21,455 | $955.4K | 0.15% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,444 | $954.9K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 21,200 | $944.0K | 0.00% | −45,693−68.3% | Reduced |
| Baird Financial Group, Inc. | 21,013 | $935.7K | 0.00% | +3,911+22.9% | Added |
| CWA Asset Management Group, LLC | 20,709 | $922.2K | 0.05% | +3,986+23.8% | Added |
| First Manhattan Co | 20,446 | $910.5K | 0.00% | +2,946+16.8% | Added |
| AXA S.A. | 20,264 | $902.4K | 0.00% | −106,783−84.0% | Reduced |
| Creative Planning | 20,036 | $892.2K | 0.00% | +1,137+6.0% | Added |
| Gsa Capital Partners LLP | 19,715 | $878.0K | 0.07% | −24,597−55.5% | Reduced |
| Jefferies Financial Group Inc. | 19,163 | $853.3K | 0.01% | +19,163 | New |
| Aviso Financial Inc. | 19,074 | $849.4K | 0.04% | −158−0.8% | Reduced |
| Stifel Financial Corp | 18,489 | $823.3K | 0.00% | −7,312−28.3% | Reduced |
| Neo Ivy Capital Management | 17,946 | $799.0K | 0.16% | −38,288−68.1% | Reduced |
| Pictet Asset Management Holding SA | 17,568 | $782.3K | 0.00% | +1,100+6.7% | Added |
| Marshall Wace, LLP | 17,101 | $761.5K | 0.00% | +17,101 | New |
| Walleye Trading LLC | 16,913 | $753.1K | 0.01% | +16,913 | New |
| Level Four Advisory Services, LLC | 16,884 | $751.9K | 0.03% | +896+5.6% | Added |
| 1832 Asset Management L.P. | 16,461 | $733.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,381 | $729.4K | 0.08% | +16,381 | New |
| Two Sigma Securities, LLC | 16,190 | $720.9K | 0.13% | +16,190 | New |
| JustInvest LLC | 16,037 | $714.1K | 0.01% | +742+4.9% | Added |
| Capital Investment Advisors, LLC | 16,035 | $714.1K | 0.01% | +5,302+49.4% | Added |
| Colony Group, LLC | 15,955 | $710.5K | 0.00% | +2,353+17.3% | Added |
| Wolverine Asset Management LLC | 15,891 | $707.6K | 0.01% | −7,096−30.9% | Reduced |
| Burney Co | 15,753 | $701.5K | 0.02% | −4,232−21.2% | Reduced |
| Pacer Advisors, Inc. | 15,733 | $700.6K | 0.00% | +325+2.1% | Added |
| Aviance Capital Partners, LLC | 15,341 | $683.1K | 0.09% | +15,341 | New |
| Naples Global Advisors, LLC | 15,329 | $682.6K | 0.06% | −298−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,321 | $682.2K | 0.05% | +4,673+43.9% | Added |
| DekaBank Deutsche Girozentrale | 14,738 | $657.0K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 14,692 | $654.2K | 0.08% | +131+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 14,016 | $624.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,952 | $621.3K | 0.00% | −1,193−7.9% | Reduced |
| Truist Financial Corp | 13,869 | $617.6K | 0.00% | +1,833+15.2% | Added |
| Sterling Capital Management LLC | 13,476 | $600.1K | 0.01% | +2,246+20.0% | Added |
| Wincap Financial LLC | 13,305 | $592.5K | 0.60% | +13,305 | New |
| Tower Research Capital LLC (TRC) | 13,203 | $587.9K | 0.01% | +8,064+156.9% | Added |
| Alpha DNA Investment Management LLC | 13,195 | $587.6K | 0.32% | +881+7.2% | Added |
| Groesbeck Investment Management Corp | 13,153 | $586.0K | 0.76% | −3,800−22.4% | Reduced |
| Voya Investment Management LLC | 12,908 | $574.8K | 0.00% | −3,336−20.5% | Reduced |
| FourThought Financial Partners, LLC | 12,665 | $564.0K | 0.06% | −231−1.8% | Reduced |
| M&T Bank Corp | 12,647 | $563.2K | 0.00% | −785−5.8% | Reduced |
| Warren Averett Asset Management, LLC | 12,578 | $560.1K | 0.01% | +422+3.5% | Added |
| Davis Investment Partners, LLC | 13,392 | $558.6K | 0.24% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 12,497 | $556.5K | 0.96% | −143−1.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,471 | $555.3K | 0.19% | +39+0.3% | Added |
| Cornercap Investment Counsel Inc | 12,324 | $548.8K | 0.18% | 00.0% | Unchanged |
| Xponance, Inc. | 12,250 | $545.5K | 0.00% | +849+7.4% | Added |
| State of Wyoming | 12,124 | $539.9K | 0.07% | +4,830+66.2% | Added |
| State of Alaska, Department of Revenue | 12,029 | $535.0K | 0.01% | −165−1.4% | Reduced |
| Fourthstone LLC | 11,500 | $512.1K | 0.10% | +11,500 | New |
| Arkansas Financial Group, Inc. | 11,404 | $507.8K | 0.08% | −1,900−14.3% | Reduced |
| Ontario Teachers Pension Plan Board | 11,241 | $500.6K | 0.01% | −1,867−14.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,184 | $498.0K | 0.00% | +193+1.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $493.7K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,054 | $492.2K | 0.02% | −2,284−17.1% | Reduced |
| Federated Hermes, Inc. | 10,927 | $486.6K | 0.00% | +3,526+47.6% | Added |
| Agp Franklin, LLC | 10,911 | $485.9K | 0.30% | +10,911 | New |
| Readystate Asset Management LP | 10,756 | $479.0K | 0.02% | +10,756 | New |
| Oppenheimer & Co Inc | 10,742 | $478.3K | 0.01% | +3,774+54.2% | Added |
| BTC Capital Management, Inc. | 10,647 | $474.1K | 0.04% | −9,075−46.0% | Reduced |
| HighTower Advisors, LLC | 10,647 | $474.1K | 0.00% | +1,518+16.6% | Added |
| Pallas Capital Advisors LLC | 10,555 | $470.0K | 0.02% | +373+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 10,529 | $468.9K | 0.04% | −14,968−58.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $468.6K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 10,473 | $466.4K | 0.08% | −9,711−48.1% | Reduced |
| Mustard Seed Financial, LLC | 10,461 | $465.8K | 0.38% | −1,956−15.8% | Reduced |
| State of Wisconsin Investment Board | 10,312 | $459.2K | 0.00% | +1,549+17.7% | Added |
| Shell Asset Management Co | 10,243 | $456.0K | 0.02% | −15−0.1% | Reduced |
| XTX Topco Ltd | 10,195 | $454.0K | 0.04% | +796+8.5% | Added |
| FMR LLC | 10,191 | $453.8K | 0.00% | +975+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 10,121 | $450.7K | 0.00% | +91+0.9% | Added |
| Profund Advisors LLC | 9,875 | $439.7K | 0.02% | +2,327+30.8% | Added |
| Public Employees Retirement Association of Colorado | 9,839 | $438.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,580 | $427.0K | 0.00% | +607+6.8% | Added |
| BlackDiamond Wealth Management Inc. | 9,550 | $425.3K | 0.25% | −1,885−16.5% | Reduced |
| Acorn Financial Advisory Services Inc | 9,334 | $415.7K | 0.07% | −124−1.3% | Reduced |
| EP Wealth Advisors, LLC | 9,168 | $408.3K | 0.00% | +9,168 | New |
| Twinbeech Capital LP | 8,846 | $393.9K | 0.01% | +8,846 | New |
| Wolverine Trading, LLC | 8,833 | $392.7K | 0.01% | −10,972−55.4% | Reduced |
| Alps Advisors Inc | 8,515 | $379.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8,511 | $379.0K | 0.26% | −773−8.3% | Reduced |
| BKD Wealth Advisors, LLC | 8,467 | $377.0K | 0.01% | −43−0.5% | Reduced |
| Regions Financial Corp | 8,304 | $369.8K | 0.00% | −1,240−13.0% | Reduced |
| Millennium Capital Advisors, LLC | 8,101 | $360.8K | 0.25% | +20.0% | Added |
| Securian Asset Management, Inc | 7,976 | $355.2K | 0.01% | −229−2.8% | Reduced |
| Bridgefront Capital, LLC | 7,956 | $354.3K | 0.12% | +7,956 | New |
| Vestcor Inc | 7,742 | $345.0K | 0.01% | +7,742 | New |
| Mma Asset Management LLC | 7,677 | $341.9K | 0.15% | +7,677 | New |
| GTS Securities LLC | 7,633 | $339.9K | 0.02% | +7,633 | New |
| Mercer Global Advisors Inc | 7,629 | $339.7K | 0.00% | +7,629 | New |
| EMC Capital Management | 7,536 | $336.0K | 0.19% | −10,678−58.6% | Reduced |
| Aigen Investment Management, LP | 7,540 | $335.8K | 0.06% | +7,540 | New |
| Bayesian Capital Management, LP | 7,283 | $324.3K | 0.04% | +1,627+28.8% | Added |
| Benjamin Edwards Inc | 7,266 | $323.8K | 0.00% | −106−1.4% | Reduced |
| Corton Capital Inc. | 7,062 | $314.5K | 0.18% | +910+14.8% | Added |