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, Q1 2025
Institutional positions in Bank OZK as of Mar 31, 2025. 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
- 482
- +15 vs. Q4 2024
- Shares held
- 106.5M
- +1.93M (+1.8%) vs. Q4 2024
- Total value
- $4.63B
- −$27.8M (−0.6%) vs. Q4 2024
- New holders
- 69
- 191 more added
- Sold out
- 54
- 153 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,334,145 | $492.5M | 0.01% | −167,711−1.5% | Reduced |
| BlackRock, Inc. | 10,055,143 | $436.9M | 0.01% | −300,264−2.9% | Reduced |
| Wasatch Advisors Inc | 7,228,332 | $314.1M | 1.75% | +125,675+1.8% | Added |
| State Street Corp | 6,589,945 | $286.3M | 0.01% | −900,794−12.0% | Reduced |
| Dimensional Fund Advisors LP | 6,504,568 | $282.6M | 0.07% | −107,052−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,350,220 | $189.0M | 0.04% | +220,214+5.3% | Added |
| AQR Capital Management LLC | 2,805,163 | $120.9M | 0.12% | −6,191−0.2% | Reduced |
| First Trust Advisors LP | 2,781,199 | $120.8M | 0.11% | −164,281−5.6% | Reduced |
| American Century Companies Inc | 2,405,292 | $104.5M | 0.06% | +228,295+10.5% | Added |
| Wellington Management Group LLP | 2,205,406 | $95.8M | 0.02% | −787,882−26.3% | Reduced |
| Geode Capital Management, LLC | 2,052,562 | $89.2M | 0.01% | +14,099+0.7% | Added |
| Van Berkom & Associates Inc. | 1,828,701 | $79.5M | 2.55% | −13,785−0.7% | Reduced |
| Captrust Financial Advisors | 1,808,541 | $78.6M | 0.20% | +22,386+1.3% | Added |
| Jarislowsky, Fraser Ltd | 1,799,390 | $78.2M | 0.49% | −55,495−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,674,924 | $72.8M | 0.09% | +570,116+51.6% | Added |
| Norges Bank | 1,348,810 | $58.6M | 0.01% | +156,050+13.1% | Added |
| Victory Capital Management Inc | 1,339,049 | $58.2M | 0.06% | −124,974−8.5% | Reduced |
| Senvest Management, LLC | 1,270,875 | $55.2M | 2.31% | +631,816+98.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,209,513 | $52.6M | 1.94% | −2,925−0.2% | Reduced |
| Bank of New York Mellon Corp | 1,127,576 | $49.0M | 0.01% | +23,492+2.1% | Added |
| Morgan Stanley | 1,105,018 | $48.0M | 0.00% | −343,392−23.7% | Reduced |
| Northern Trust Corp | 993,660 | $43.2M | 0.01% | −22,193−2.2% | Reduced |
| Voloridge Investment Management, LLC | 915,603 | $39.8M | 0.15% | −46,364−4.8% | Reduced |
| Kennedy Capital Management, Inc. | 780,673 | $33.9M | 0.81% | +272,699+53.7% | Added |
| Millennium Management LLC | 743,995 | $32.3M | 0.03% | +8,215+1.1% | Added |
| Two Sigma Investments, LP | 668,843 | $29.1M | 0.06% | +2,249+0.3% | Added |
| Newport Trust Co | 656,987 | $28.5M | 0.07% | +4,146+0.6% | Added |
| Renaissance Technologies LLC | 644,397 | $28.0M | 0.04% | +101,300+18.7% | Added |
| Citadel Advisors LLC | 639,532 | $27.8M | 0.03% | −361,180−36.1% | Reduced |
| Fairholme Capital Management LLC | 631,602 | $27.4M | 2.26% | −11,800−1.8% | Reduced |
| Diamond Hill Capital Management Inc | 600,864 | $26.1M | 0.12% | −68,210−10.2% | Reduced |
| ProShare Advisors LLC | 600,428 | $26.1M | 0.06% | −153,426−20.4% | Reduced |
| Balyasny Asset Management LLC | 580,696 | $25.2M | 0.06% | −148,666−20.4% | Reduced |
| SEI Investments Co | 572,208 | $24.9M | 0.03% | +39,042+7.3% | Added |
| Invesco Ltd. | 558,915 | $24.3M | 0.00% | −14,657−2.6% | Reduced |
| Bank of America Corp | 502,779 | $21.8M | 0.00% | +327,747+187.2% | Added |
| Berkley W R Corp | 500,800 | $21.8M | 1.59% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 487,991 | $21.2M | 0.08% | +1,563+0.3% | Added |
| LSV Asset Management | 474,446 | $20.6M | 0.05% | −26,194−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 441,955 | $19.2M | 0.02% | −67,933−13.3% | Reduced |
| Clearbridge Investments, LLC | 425,046 | $18.5M | 0.02% | −93,066−18.0% | Reduced |
| Jane Street Group, LLC | 410,405 | $17.8M | 0.03% | +97,179+31.0% | Added |
| Marshall Wace, LLP | 404,493 | $17.6M | 0.02% | +387,392+2,265.3% | Added |
| LPL Financial LLC | 387,492 | $16.8M | 0.01% | +25,297+7.0% | Added |
| UBS Group AG | 378,039 | $16.4M | 0.00% | +25,159+7.1% | Added |
| UBS Asset Management Americas Inc | 349,749 | $15.2M | 0.00% | +26,676+8.3% | Added |
| Quantinno Capital Management LP | 346,871 | $15.1M | 0.10% | +177,462+104.8% | Added |
| Raymond James Financial Inc | 343,066 | $14.9M | 0.01% | +26,946+8.5% | Added |
| Amundi | 368,459 | $14.3M | 0.01% | +211,575+134.9% | Added |
| Nuveen, LLC | 326,744 | $14.2M | 0.00% | +326,744 | New |
| Point72 Asset Management, L.P. | 322,638 | $14.0M | 0.04% | +277,275+611.2% | Added |
| Tudor Investment Corp Et Al | 313,268 | $13.6M | 0.12% | +129,491+70.5% | Added |
| Rhumbline Advisers | 307,910 | $13.4M | 0.01% | −34,507−10.1% | Reduced |
| Cabot Wealth Management Inc | 294,550 | $12.8M | 1.63% | −750−0.3% | Reduced |
| Two Sigma Advisers, LP | 292,200 | $12.7M | 0.03% | −16,800−5.4% | Reduced |
| Earnest Partners LLC | 292,197 | $12.7M | 0.06% | +292,197 | New |
| Rice Hall James & Associates, LLC | 283,520 | $12.3M | 0.72% | −3,496−1.2% | Reduced |
| Twin Lions Management LLC | 276,530 | $12.0M | 11.56% | +17,918+6.9% | Added |
| BNP Paribas Arbitrage, SA | 268,325 | $11.7M | 0.01% | −53,433−16.6% | Reduced |
| Ranger Investment Management, L.P. | 261,955 | $11.4M | 0.81% | +261,955 | New |
| Algert Global LLC | 261,032 | $11.3M | 0.28% | −48,356−15.6% | Reduced |
| Lord, Abbett & Co. LLC | 260,000 | $11.3M | 0.04% | +260,000 | New |
| Brandywine Global Investment Management, LLC | 258,032 | $11.2M | 0.08% | −10,124−3.8% | Reduced |
| Principal Financial Group Inc | 245,049 | $10.6M | 0.01% | −630.0% | Reduced |
| Weybosset Research & Management LLC | 242,792 | $10.5M | 3.69% | −2,277−0.9% | Reduced |
| Qube Research & Technologies Ltd | 233,218 | $10.1M | 0.02% | +18,586+8.7% | Added |
| JPMorgan Chase & Co | 229,342 | $9.96M | 0.00% | −15,597−6.4% | Reduced |
| Ci Investments Inc. | 214,789 | $9.33M | 0.04% | −15,344−6.7% | Reduced |
| Cubist Systematic Strategies, LLC | 209,485 | $9.10M | 0.12% | +167,138+394.7% | Added |
| Swiss National Bank | 208,233 | $9.05M | 0.01% | −3,800−1.8% | Reduced |
| Quantbot Technologies LP | 205,926 | $8.95M | 0.28% | −14,017−6.4% | Reduced |
| California Public Employees Retirement System | 202,942 | $8.82M | 0.01% | −1,613−0.8% | Reduced |
| Public Sector Pension Investment Board | 195,632 | $8.50M | 0.04% | +195,632 | New |
| Edgestream Partners, L.P. | 195,320 | $8.49M | 0.29% | +59,837+44.2% | Added |
| Rafferty Asset Management, LLC | 187,950 | $8.17M | 0.03% | −54,593−22.5% | Reduced |
| QV Investors Inc. | 185,650 | $8.07M | 0.81% | +22,060+13.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 184,924 | $8.03M | 0.04% | +124,764+207.4% | Added |
| Virginia Retirement Systems Et Al | 179,334 | $7.79M | 0.06% | +179,334 | New |
| Susquehanna Fundamental Investments, LLC | 174,553 | $7.58M | 0.13% | +174,553 | New |
| Legal & General Group Plc | 167,277 | $7.27M | 0.00% | +2,576+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 158,570 | $6.89M | 0.02% | −13,092−7.6% | Reduced |
| Susquehanna International Group, LLP | 154,615 | $6.72M | 0.01% | +97,706+171.7% | Added |
| Alliancebernstein L.P. | 152,236 | $6.61M | 0.00% | +13,335+9.6% | Added |
| Wells Fargo & Company | 151,063 | $6.56M | 0.00% | +73,049+93.6% | Added |
| Man Group plc | 148,761 | $6.46M | 0.02% | +127,561+601.7% | Added |
| Envestnet Asset Management Inc | 143,400 | $6.23M | 0.00% | +8,261+6.1% | Added |
| Verition Fund Management LLC | 142,575 | $6.19M | 0.04% | +24,064+20.3% | Added |
| Hudson Bay Capital Management LP | 140,754 | $6.12M | 0.04% | −39,860−22.1% | Reduced |
| TCW Group Inc | 140,077 | $6.09M | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 134,044 | $5.82M | 0.05% | −12,617−8.6% | Reduced |
| Goldman Sachs Group Inc | 133,722 | $5.81M | 0.00% | −38,528−22.4% | Reduced |
| Citigroup Inc | 133,357 | $5.79M | 0.00% | −283,364−68.0% | Reduced |
| Ameriprise Financial Inc | 131,365 | $5.71M | 0.00% | +4,004+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 129,980 | $5.64M | 0.01% | +46,349+55.4% | Added |
| New York State Teachers Retirement System | 129,712 | $5.64M | 0.01% | −1,700−1.3% | Reduced |
| Retirement Systems of Alabama | 128,415 | $5.58M | 0.02% | +128+0.1% | Added |
| Barclays PLC | 125,463 | $5.45M | 0.00% | −76,557−37.9% | Reduced |
| Governors Lane LP | 125,195 | $5.44M | 1.18% | +125,195 | New |
| Kovitz Investment Group Partners, LLC | 123,441 | $5.36M | 0.03% | +20,992+20.5% | Added |
| Prudential Financial Inc | 118,528 | $5.15M | 0.01% | +33,995+40.2% | Added |