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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 2,238 | $97.2K | 0.00% | −3,935−63.7% | Reduced |
| Versant Capital Management, Inc | 2,242 | $97.4K | 0.02% | +1,432+176.8% | Added |
| Reyes Financial Architecture, Inc. | 2,317 | $100.7K | 0.07% | +524+29.2% | Added |
| SRS Capital Advisors, Inc. | 2,375 | $103.2K | 0.01% | +1,931+434.9% | Added |
| Principal Securities, Inc. | 2,509 | $111.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,572 | $112.5K | 0.00% | +477+22.8% | Added |
| Walleye Capital LLC | 2,628 | $114.2K | 0.00% | +2,628 | New |
| South Dakota Investment Council | 2,939 | $128.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,027 | $131.5K | 0.01% | +3,027 | New |
| Copeland Capital Management, LLC | 3,141 | $136.5K | 0.00% | −1,287−29.1% | Reduced |
| Atlas Capital Advisors LLC | 3,227 | $140.2K | 0.02% | +3,227 | New |
| Ridgewood Investments LLC | 3,375 | $146.6K | 0.07% | +3,375 | New |
| Cullen/Frost Bankers, Inc. | 3,392 | $147.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,503 | $152.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,553 | $154.4K | 0.11% | +2,583+266.3% | Added |
| Group One Trading, L.P. | 3,960 | $172.1K | 0.01% | +3,960 | New |
| HHM Wealth Advisors, LLC | 4,520 | $196.4K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,269 | $200.1K | 0.01% | +414+8.5% | Added |
| Sagespring Wealth Partners, LLC | 4,689 | $203.7K | 0.01% | −373−7.4% | Reduced |
| Waterloo Capital, L.P. | 4,778 | $207.6K | 0.02% | +22+0.5% | Added |
| Hamilton Capital Partners Inc. | 4,813 | $209.1K | 0.01% | −138−2.8% | Reduced |
| KBC Group NV | 4,884 | $212.0K | 0.00% | +157+3.3% | Added |
| R Squared Ltd | 4,911 | $213.4K | 0.23% | +1,571+47.0% | Added |
| Paragon Capital Management Ltd | 4,926 | $214.1K | 0.04% | +39+0.8% | Added |
| Impact Partnership Wealth, LLC | 4,936 | $214.5K | 0.05% | −1,599−24.5% | Reduced |
| RSM US Wealth Management LLC | 4,944 | $214.8K | 0.00% | −1,276−20.5% | Reduced |
| Maryland State Retirement & Pension System | 4,967 | $215.8K | 0.01% | −1,104−18.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,858 | $216.7K | 0.15% | −4,692−49.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,960 | $217.1K | 0.01% | +4,960 | New |
| Profund Advisors LLC | 5,001 | $217.3K | 0.01% | −4,874−49.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,895 | $218.2K | 0.00% | −1,810−27.0% | Reduced |
| Evoke Wealth, LLC | 5,042 | $219.1K | 0.01% | +5,042 | New |
| Forefront Wealth Partners, LLC | 5,070 | $220.3K | 0.15% | +18+0.4% | Added |
| Mendel Capital Management LLC | 5,183 | $225.2K | 0.14% | +4+0.1% | Added |
| Evergreen Capital Management LLC | 5,235 | $227.5K | 0.01% | +310+6.3% | Added |
| US Bancorp | 5,246 | $227.9K | 0.00% | −415−7.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,277 | $229.3K | 0.06% | −389−6.9% | Reduced |
| Hexagon Capital Partners LLC | 5,311 | $230.8K | 0.04% | +35+0.7% | Added |
| D.A. Davidson & Co. | 5,330 | $231.6K | 0.00% | +5,330 | New |
| Puzo Michael J | 5,395 | $234.4K | 0.07% | −750−12.2% | Reduced |
| Forum Financial Management, LP | 5,396 | $234.5K | 0.00% | −5−0.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,431 | $236.0K | 0.11% | +2,061+61.2% | Added |
| Venturi Wealth Management, LLC | 5,510 | $239.4K | 0.01% | +3,325+152.2% | Added |
| GAMMA Investing LLC | 5,608 | $243.7K | 0.02% | +850+17.9% | Added |
| Cornerstone Wealth Management, LLC | 5,624 | $244.4K | 0.02% | +595+11.8% | Added |
| Gotham Asset Management, LLC | 5,627 | $244.5K | 0.00% | −215−3.7% | Reduced |
| Sciencast Management LP | 5,700 | $247.7K | 0.06% | +5,700 | New |
| Private Advisor Group, LLC | 5,780 | $251.1K | 0.00% | +5,780 | New |
| Kera Capital Partners, Inc. | 5,805 | $252.2K | 0.07% | +5,805 | New |
| Utah Retirement Systems | 5,842 | $253.8K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,879 | $255.4K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,887 | $255.8K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,892 | $256.0K | 0.02% | −4,637−44.0% | Reduced |
| Diametric Capital, LP | 5,901 | $256.4K | 0.30% | +5,901 | New |
| Warren Averett Asset Management, LLC | 6,097 | $264.9K | 0.00% | −6,481−51.5% | Reduced |
| Crossmark Global Holdings, Inc. | 6,297 | $273.6K | 0.00% | +88+1.4% | Added |
| Legacy Capital Group California, Inc. | 6,308 | $274.1K | 0.10% | −40−0.6% | Reduced |
| Quadrant Capital Group LLC | 6,600 | $286.8K | 0.01% | +4,753+257.3% | Added |
| The PNC Financial Services Group, Inc. | 6,614 | $287.4K | 0.00% | +782+13.4% | Added |
| Tower Research Capital LLC (TRC) | 6,697 | $291.0K | 0.01% | −6,506−49.3% | Reduced |
| Caitlin John, LLC | 6,707 | $291.4K | 0.29% | −1,804−21.2% | Reduced |
| Point72 Hong Kong Ltd | 6,720 | $292.0K | 0.02% | +6,720 | New |
| Lathrop Investment Management Corp | 6,823 | $296.0K | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 6,780 | $296.5K | 0.01% | +6,780 | New |
| Stevens Capital Management LP | 7,001 | $304.0K | 0.08% | −19,387−73.5% | Reduced |
| Oppenheimer & Co Inc | 7,042 | $306.0K | 0.00% | −3,700−34.4% | Reduced |
| Concurrent Investment Advisors, LLC | 7,057 | $306.6K | 0.01% | +7,057 | New |
| Advisors Capital Management, LLC | 7,340 | $318.9K | 0.00% | +7,340 | New |
| EMC Capital Management | 7,536 | $327.0K | 0.20% | 00.0% | Unchanged |
| Mma Asset Management LLC | 7,677 | $333.6K | 0.14% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 7,689 | $334.1K | 0.06% | −1,645−17.6% | Reduced |
| Garda Capital Partners LP | 7,720 | $335.4K | 0.19% | +7,720 | New |
| Vestcor Inc | 7,742 | $336.0K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 7,808 | $339.3K | 0.36% | +3,102+65.9% | Added |
| Atria Investments LLC | 7,908 | $343.6K | 0.00% | +7,908 | New |
| Vident Advisory, LLC | 7,928 | $344.5K | 0.01% | +7,928 | New |
| Securian Asset Management, Inc | 7,976 | $346.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,984 | $346.9K | 0.00% | +718+9.9% | Added |
| American National Bank | 8,111 | $352.4K | 0.04% | +7,239+830.2% | Added |
| Millennium Capital Advisors, LLC | 8,113 | $352.5K | 0.26% | +12+0.1% | Added |
| Alps Advisors Inc | 8,114 | $352.6K | 0.00% | −401−4.7% | Reduced |
| Sowell Financial Services LLC | 8,207 | $356.6K | 0.02% | +8,207 | New |
| Regions Financial Corp | 8,304 | $360.8K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,606 | $373.9K | 0.00% | +8,606 | New |
| BKD Wealth Advisors, LLC | 8,748 | $380.1K | 0.01% | +281+3.3% | Added |
| Mercer Global Advisors Inc | 8,921 | $387.6K | 0.00% | +1,292+16.9% | Added |
| EP Wealth Advisors, LLC | 9,097 | $395.3K | 0.00% | −71−0.8% | Reduced |
| Lecap Asset Management Ltd | 9,143 | $397.3K | 0.09% | +9,143 | New |
| Merit Financial Group, LLC | 9,232 | $401.1K | 0.01% | +2,329+33.7% | Added |
| Redmont Wealth Advisors LLC | 9,545 | $414.7K | 0.81% | −2,952−23.6% | Reduced |
| PEAK6 LLC | 9,616 | $417.8K | 0.02% | +9,616 | New |
| Shell Asset Management Co | 9,651 | $419.0K | 0.02% | −592−5.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,839 | $428.0K | 0.00% | 00.0% | Unchanged |
| Agp Franklin, LLC | 10,911 | $428.1K | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,867 | $429.0K | 0.00% | +287+3.0% | Added |
| Arkansas Financial Group, Inc. | 11,404 | $429.1K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,970 | $433.2K | 0.00% | +3,732+59.8% | Added |
| Federated Hermes, Inc. | 9,990 | $434.1K | 0.00% | −937−8.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,049 | $436.6K | 0.00% | −72−0.7% | Reduced |
| Los Angeles Capital Management LLC | 10,093 | $438.5K | 0.00% | +10,093 | New |