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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $44 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $131 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $174 | 0.00% | −151−97.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $217 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $217 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $261 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 11 | $478 | 0.00% | −20−64.5% | Reduced |
| SBI Securities Co., Ltd. | 12 | $521 | 0.00% | −200−94.3% | Reduced |
| Hughes Financial Services, LLC | 13 | $564 | 0.00% | +13 | New |
| CVA Family Office, LLC | 16 | $695 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $782 | 0.00% | +15+500.0% | Added |
| Rise Advisors, LLC | 22 | $967 | 0.00% | −385−94.6% | Reduced |
| Global Financial Private Client, LLC | 23 | $999 | 0.00% | +15+187.5% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.09K | 0.00% | +2+8.7% | Added |
| Newbridge Financial Services Group, Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $1.30K | 0.00% | −310−91.2% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 48 | $2.09K | 0.00% | −550−92.0% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.09K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $2.17K | 0.00% | +50 | New |
| IFP Advisors, Inc | 58 | $2.52K | 0.00% | +10+20.8% | Added |
| South State Corp. | 59 | $2.56K | 0.00% | +59 | New |
| Colonial Trust Co | 64 | $2.80K | 0.00% | −329−83.7% | Reduced |
| Farmers & Merchants Investments Inc | 79 | $3.43K | 0.00% | +36+83.7% | Added |
| Horizon Investments, LLC | 85 | $3.65K | 0.00% | −3−3.4% | Reduced |
| Bell Investment Advisors, Inc | 95 | $4.13K | 0.00% | −1−1.0% | Reduced |
| Boston Private Wealth LLC | 97 | $4.21K | 0.00% | +97 | New |
| Allworth Financial LP | 107 | $4.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $4.78K | 0.00% | +3+2.8% | Added |
| Sandy Spring Bank | 120 | $5.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 124 | $5.38K | 0.00% | −19−13.3% | Reduced |
| Massmutual Trust Co FSB | 133 | $5.78K | 0.00% | −38−22.2% | Reduced |
| TD Waterhouse Canada Inc. | 136 | $5.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $5.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 159 | $6.91K | 0.00% | −34−17.6% | Reduced |
| Clearstead Advisors, LLC | 168 | $7.30K | 0.00% | +2+1.2% | Added |
| Whipplewood Advisors, LLC | 1,993 | $7.52K | 0.00% | +1,820+1,052.0% | Added |
| Bessemer Group Inc | 190 | $8.00K | 0.00% | −72−27.5% | Reduced |
| Delta Asset Management LLC | 186 | $8.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 195 | $8.47K | 0.00% | +195 | New |
| Binnacle Investments Inc | 203 | $8.82K | 0.01% | +203 | New |
| Hemington Wealth Management | 255 | $11.0K | 0.00% | +28+12.3% | Added |
| WPG Advisers, LLC | 254 | $11.0K | 0.01% | −140−35.5% | Reduced |
| Clark Wealth Partners | 258 | $11.2K | 0.01% | +2+0.8% | Added |
| CoreCap Advisors, LLC | 280 | $12.2K | 0.00% | +5+1.8% | Added |
| Creative Financial Designs Inc | 299 | $13.0K | 0.00% | +3+1.0% | Added |
| Crews Bank & Trust | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 341 | $14.8K | 0.00% | +341 | New |
| AdvisorNet Financial, Inc | 365 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 373 | $16.0K | 0.00% | +5+1.4% | Added |
| NBC Securities, Inc. | 400 | $17.0K | 0.00% | +400 | New |
| Key Financial Inc | 410 | $17.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 453 | $19.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 466 | $20.2K | 0.00% | +91+24.3% | Added |
| Covestor Ltd | 485 | $21.0K | 0.01% | +41+9.2% | Added |
| LRI Investments, LLC | 489 | $21.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 535 | $23.3K | 0.00% | +4+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 581 | $25.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $26.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 621 | $27.0K | 0.00% | −27−4.2% | Reduced |
| True Wealth Design, LLC | 637 | $27.7K | 0.01% | +28+4.6% | Added |
| Credit Agricole S A | 648 | $28.2K | 0.00% | −93−12.6% | Reduced |
| Parallel Advisors, LLC | 658 | $28.6K | 0.00% | +37+6.0% | Added |
| Smartleaf Asset Management LLC | 658 | $28.8K | 0.00% | −103−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 768 | $28.9K | 0.00% | +484+170.4% | Added |
| Private Trust Co NA | 681 | $29.6K | 0.00% | +89+15.0% | Added |
| CX Institutional | 700 | $30.0K | 0.00% | +700 | New |
| Quent Capital, LLC | 703 | $30.5K | 0.00% | −27−3.7% | Reduced |
| Clear Street Markets LLC | 735 | $31.9K | 0.02% | +735 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $32.0K | 0.00% | +744 | New |
| Bare Financial Services, Inc | 742 | $32.2K | 0.01% | +13+1.8% | Added |
| TD Private Client Wealth LLC | 770 | $33.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 778 | $33.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 798 | $35.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 851 | $37.0K | 0.01% | −97−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 863 | $37.5K | 0.00% | +470+119.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $39.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 977 | $42.5K | 0.00% | +103+11.8% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $43.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,035 | $45.0K | 0.04% | +1,014+4,828.6% | Added |
| Skopos Labs, Inc. | 1,105 | $48.0K | 0.01% | +1,014+1,114.3% | Added |
| Fifth Third Bancorp | 1,239 | $53.8K | 0.00% | +111+9.8% | Added |
| Assetmark, Inc | 1,248 | $54.2K | 0.00% | +100+8.7% | Added |
| Montag A & Associates Inc | 1,250 | $54.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,357 | $59.0K | 0.02% | −2,854−67.8% | Reduced |
| TCTC Holdings, LLC | 1,400 | $60.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,480 | $64.3K | 0.00% | +1,410+2,014.3% | Added |
| Quarry LP | 1,825 | $79.3K | 0.02% | +1,825 | New |
| National Bank of Canada | 1,960 | $85.1K | 0.00% | +223+12.8% | Added |
| Signaturefd, LLC | 2,139 | $92.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,146 | $93.2K | 0.00% | +120+5.9% | Added |