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 |
|---|---|---|---|---|---|
| Fedenia Advisers LLC | 505 | $22.5K | 0.01% | +505 | New |
| Centiva Capital, LP | 499 | $22.2K | 0.00% | −12,463−96.2% | Reduced |
| LRI Investments, LLC | 489 | $21.8K | 0.00% | −86−15.0% | Reduced |
| Lindbrook Capital, LLC | 453 | $20.2K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 452 | $20.1K | 0.02% | +452 | New |
| Covestor Ltd | 444 | $20.0K | 0.01% | +4+0.9% | Added |
| SRS Capital Advisors, Inc. | 444 | $19.8K | 0.00% | −40−8.3% | Reduced |
| Key Financial Inc | 410 | $18.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 407 | $18.1K | 0.01% | −128−23.9% | Reduced |
| WPG Advisers, LLC | 394 | $17.5K | 0.02% | +394 | New |
| Colonial Trust Co | 393 | $17.5K | 0.00% | +336+589.5% | Added |
| EverSource Wealth Advisors, LLC | 393 | $17.5K | 0.00% | +221+128.5% | Added |
| Headlands Technologies LLC | 376 | $16.7K | 0.00% | +376 | New |
| Parkside Financial Bank & Trust | 375 | $16.7K | 0.00% | +86+29.8% | Added |
| AdvisorNet Financial, Inc | 365 | $16.3K | 0.00% | +185+102.8% | Added |
| Hantz Financial Services, Inc. | 368 | $16.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 347 | $15.5K | 0.00% | +347 | New |
| Spire Wealth Management | 340 | $15.1K | 0.00% | +14+4.3% | Added |
| Truvestments Capital LLC | 309 | $13.8K | 0.00% | −129−29.5% | Reduced |
| Crews Bank & Trust | 300 | $13.4K | 0.00% | +300 | New |
| Creative Financial Designs Inc | 296 | $13.2K | 0.00% | +296 | New |
| CIBC Private Wealth Group, LLC | 284 | $12.3K | 0.00% | −469−62.3% | Reduced |
| CoreCap Advisors, LLC | 275 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 262 | $12.0K | 0.00% | +136+107.9% | Added |
| Clark Wealth Partners | 256 | $11.4K | 0.01% | +256 | New |
| Hemington Wealth Management | 227 | $10.0K | 0.00% | +33+17.0% | Added |
| GPS Wealth Strategies Group, LLC | 221 | $9.84K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 212 | $9.44K | 0.00% | +212 | New |
| Private Wealth Management Group, LLC | 193 | $8.60K | 0.00% | −2−1.0% | Reduced |
| Coppell Advisory Solutions LLC | 189 | $8.40K | 0.00% | +189 | New |
| Delta Asset Management LLC | 186 | $8.28K | 0.00% | −50−21.2% | Reduced |
| Whipplewood Advisors, LLC | 173 | $7.70K | 0.00% | +173 | New |
| Massmutual Trust Co FSB | 171 | $7.62K | 0.00% | +18+11.8% | Added |
| Clearstead Advisors, LLC | 166 | $7.39K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 155 | $6.90K | 0.01% | +155 | New |
| Farther Finance Advisors, LLC | 143 | $6.37K | 0.00% | −45−23.9% | Reduced |
| Huntington National Bank | 136 | $6.06K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 136 | $6.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $5.45K | 0.00% | −59−35.5% | Reduced |
| Sandy Spring Bank | 120 | $5.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $5.08K | 0.00% | +17+17.5% | Added |
| JFS Wealth Advisors, LLC | 107 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $4.28K | 0.00% | +69+255.6% | Added |
| Skopos Labs, Inc. | 91 | $4.05K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 88 | $3.88K | 0.00% | +3+3.5% | Added |
| Umb Bank N A | 70 | $3.12K | 0.00% | +8+12.9% | Added |
| Harbor Investment Advisory, LLC | 48 | $2.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $2.14K | 0.00% | +48 | New |
| Cornerstone Planning Group LLC | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $2.00K | 0.00% | +11+28.9% | Added |
| Farmers & Merchants Investments Inc | 43 | $1.92K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $1.60K | 0.00% | −24−40.0% | Reduced |
| Bogart Wealth, LLC | 31 | $1.38K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.29K | 0.00% | −5−14.7% | Reduced |
| Sierra Ocean, LLC | 28 | $1.25K | 0.00% | +28 | New |
| Newbridge Financial Services Group, Inc. | 27 | $1.20K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $935 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 19 | $846 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $712 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $401 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $356 | 0.00% | +8 | New |
| New Millennium Group LLC | 4 | $178 | 0.00% | +4 | New |
| PSI Advisors, LLC | 3 | $134 | 0.00% | −628−99.5% | Reduced |
| Larson Financial Group LLC | 3 | $134 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $45 | 0.00% | +1 | New |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −334,677−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −231,195−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −201,211−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −62,555−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −41,204−100.0% | Sold out |
| Rule One Partners, LLC | 0 | $0 | 0.00% | −40,001−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −33,778−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −28,312−100.0% | Sold out |
| Financial Partners Group, LLC | 0 | $0 | 0.00% | −19,896−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −19,028−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,196−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,964−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,557−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,248−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,787−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,219−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,272−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,116−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −5,772−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −4,867−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |