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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 116,540 | $5.06M | 0.03% | −2,848−2.4% | Reduced |
| Ieq Capital, LLC | 114,700 | $4.98M | 0.04% | +38,230+50.0% | Added |
| Russell Investments Group, Ltd. | 113,082 | $4.91M | 0.01% | +36,755+48.2% | Added |
| State Board of Administration of Florida Retirement System | 110,399 | $4.80M | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 107,570 | $4.67M | 1.95% | +692+0.6% | Added |
| HRT Financial LP | 102,793 | $4.47M | 0.03% | −35,765−25.8% | Reduced |
| California State Teachers Retirement System | 99,638 | $4.33M | 0.01% | −1,119−1.1% | Reduced |
| Artemis Investment Management LLP | 97,260 | $4.23M | 0.06% | +13,087+15.5% | Added |
| Mariner, LLC | 94,244 | $4.09M | 0.01% | +1,015+1.1% | Added |
| Van Eck Associates Corp | 92,143 | $4.00M | 0.01% | +9,314+11.2% | Added |
| Great West Life Assurance Co | 91,879 | $4.00M | 0.01% | −8,876−8.8% | Reduced |
| Villanova Investment Management Co LLC | 31,508 | $3.99M | 3.96% | −59,519−65.4% | Reduced |
| MAI Capital Management | 90,323 | $3.92M | 0.03% | −14,160−13.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 88,804 | $3.86M | 0.04% | +867+1.0% | Added |
| Engineers Gate Manager LP | 88,223 | $3.83M | 0.06% | +29,530+50.3% | Added |
| Manufacturers Life Insurance Company, The | 86,554 | $3.76M | 0.00% | −724−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,979 | $3.76M | 0.02% | +9,604+12.6% | Added |
| Cerity Partners LLC | 83,458 | $3.63M | 0.01% | +22,868+37.7% | Added |
| Oppenheimer Asset Management Inc. | 82,513 | $3.59M | 0.04% | +23,501+39.8% | Added |
| Treasurer of the State of North Carolina | 80,626 | $3.50M | 0.01% | −29,236−26.6% | Reduced |
| Ameritas Investment Partners, Inc. | 78,347 | $3.40M | 0.12% | −2,727−3.4% | Reduced |
| Price T Rowe Associates Inc | 77,592 | $3.37M | 0.00% | +7,410+10.6% | Added |
| Trexquant Investment LP | 76,644 | $3.33M | 0.04% | −80,318−51.2% | Reduced |
| Integrated Wealth Concepts LLC | 73,161 | $3.18M | 0.04% | −982−1.3% | Reduced |
| Franklin Resources Inc | 73,073 | $3.18M | 0.00% | +10,118+16.1% | Added |
| Janus Henderson Group PLC | 72,482 | $3.17M | 0.00% | +24,395+50.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,865 | $3.17M | 0.01% | +10,229+16.3% | Added |
| CBOE Vest Financial, LLC | 71,990 | $3.13M | 0.05% | +16,457+29.6% | Added |
| Money Concepts Capital Corp | 70,962 | $3.08M | 0.23% | +376+0.5% | Added |
| Canada Pension Plan Investment Board | 69,900 | $3.04M | 0.00% | −6,800−8.9% | Reduced |
| Stephens Inc | 68,664 | $2.98M | 0.04% | −6,522−8.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 68,660 | $2.98M | 1.14% | −240−0.3% | Reduced |
| Mackenzie Financial Corp | 65,354 | $2.84M | 0.00% | −12,964−16.6% | Reduced |
| Twinbeech Capital LP | 65,080 | $2.83M | 0.05% | +56,234+635.7% | Added |
| Aquatic Capital Management LLC | 64,139 | $2.79M | 0.07% | +17,849+38.6% | Added |
| Congress Asset Management Co | 62,352 | $2.71M | 0.02% | −288−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,749 | $2.68M | 0.02% | −22,974−27.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 61,727 | $2.68M | 0.66% | −66−0.1% | Reduced |
| Palisade Capital Management LLC | 60,176 | $2.61M | 0.08% | +2,196+3.8% | Added |
| Element Capital Management LLC | 60,072 | $2.61M | 0.65% | +60,072 | New |
| Empowered Funds, LLC | 60,037 | $2.61M | 0.04% | +1,058+1.8% | Added |
| Alaska Permanent Fund Corp | 61,123 | $2.60M | 0.04% | 00.0% | Unchanged |
| Watchman Group, Inc. | 59,833 | $2.60M | 0.73% | −237−0.4% | Reduced |
| Fieldview Capital Management, LLC | 59,295 | $2.58M | 0.36% | +59,295 | New |
| MetLife Investment Management | 58,600 | $2.55M | 0.01% | −888−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,300 | $2.53M | 0.01% | −35,000−37.5% | Reduced |
| Ensign Peak Advisors, Inc | 57,422 | $2.49M | 0.00% | +7,131+14.2% | Added |
| Mutual of America Capital Management LLC | 54,302 | $2.36M | 0.03% | −1,430−2.6% | Reduced |
| De Lisle Partners LLP | 54,000 | $2.35M | 0.39% | 00.0% | Unchanged |
| AWH Capital, L.P. | 53,500 | $2.32M | 3.37% | +53,500 | New |
| QSV Equity Investors LLC | 51,312 | $2.23M | 2.31% | −135−0.3% | Reduced |
| New York State Common Retirement Fund | 50,706 | $2.20M | 0.00% | +1,400+2.8% | Added |
| Militia Capital Partners, LP | 49,800 | $2.16M | 0.88% | +49,800 | New |
| Amalgamated Bank | 48,959 | $2.13M | 0.02% | −1,421−2.8% | Reduced |
| Cardinal Capital Management | 48,626 | $2.11M | 0.33% | +1,627+3.5% | Added |
| Aster Capital Management (DIFC) Ltd | 43,495 | $2.09M | 0.39% | +42,292+3,515.5% | Added |
| Nisa Investment Advisors, LLC | 47,869 | $2.08M | 0.01% | +5,478+12.9% | Added |
| Massachusetts Financial Services Co | 47,407 | $2.06M | 0.00% | −1,079−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 46,690 | $2.03M | 0.00% | +5,717+14.0% | Added |
| Coldstream Capital Management Inc | 46,203 | $2.01M | 0.04% | +46,203 | New |
| Bank of Montreal | 46,090 | $2.00M | 0.00% | −742−1.6% | Reduced |
| Baird Financial Group, Inc. | 46,080 | $2.00M | 0.00% | +25,067+119.3% | Added |
| CWM, LLC | 45,369 | $1.97M | 0.01% | +17,412+62.3% | Added |
| Caxton Associates LLP | 45,096 | $1.96M | 0.07% | +45,096 | New |
| Dark Forest Capital Management LP | 43,124 | $1.87M | 0.09% | +19,600+83.3% | Added |
| Thrivent Financial for Lutherans | 42,731 | $1.86M | 0.00% | −92,062−68.3% | Reduced |
| Jupiter Asset Management Ltd | 41,994 | $1.82M | 0.02% | +41,994 | New |
| Bank of Nova Scotia | 41,979 | $1.82M | 0.00% | −82,055−66.2% | Reduced |
| State of Tennessee, Treasury Department | 41,956 | $1.82M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 41,314 | $1.80M | 0.01% | −1,019−2.4% | Reduced |
| Royal Bank of Canada | 41,257 | $1.79M | 0.00% | +11,310+37.8% | Added |
| Nomura Holdings Inc | 41,054 | $1.78M | 0.01% | −46,687−53.2% | Reduced |
| State of New Jersey Common Pension Fund D | 40,985 | $1.78M | 0.01% | −2,793−6.4% | Reduced |
| Stifel Financial Corp | 40,510 | $1.76M | 0.00% | +22,021+119.1% | Added |
| Buckingham Strategic Partners | 40,110 | $1.74M | 0.03% | +1,783+4.7% | Added |
| HSBC Holdings PLC | 39,586 | $1.71M | 0.00% | −15,348−27.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 39,243 | $1.71M | 0.02% | +1,506+4.0% | Added |
| Cetera Investment Advisers | 38,798 | $1.69M | 0.00% | +86+0.2% | Added |
| Comerica Bank | 37,100 | $1.61M | 0.01% | −706−1.9% | Reduced |
| Public Employees Retirement System of Ohio | 37,058 | $1.61M | 0.01% | −3,675−9.0% | Reduced |
| MML Investors Services, LLC | 36,910 | $1.60M | 0.01% | +11,461+45.0% | Added |
| Natixis Advisors, L.P. | 36,503 | $1.59M | 0.00% | +14,601+66.7% | Added |
| Integrated Advisors Network LLC | 36,441 | $1.58M | 0.08% | +36,441 | New |
| Pathstone Holdings, LLC | 36,131 | $1.57M | 0.01% | +2,720+8.1% | Added |
| Yousif Capital Management, LLC | 36,132 | $1.57M | 0.02% | −885−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 35,481 | $1.54M | 0.01% | −1,010−2.8% | Reduced |
| State of Wisconsin Investment Board | 35,464 | $1.54M | 0.00% | +25,152+243.9% | Added |
| Mountain Lake Investment Management LLC | 35,430 | $1.54M | 1.45% | +35,430 | New |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.52M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 34,659 | $1.51M | 0.00% | −156−0.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 34,320 | $1.49M | 0.31% | +34,320 | New |
| Sapience Investments, LLC | 34,179 | $1.49M | 1.06% | −6,219−15.4% | Reduced |
| Aviance Capital Partners, LLC | 33,559 | $1.46M | 0.21% | +18,218+118.8% | Added |
| Handelsbanken Fonder AB | 33,325 | $1.45M | 0.01% | +11,800+54.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,900 | $1.43M | 0.00% | +2,368+7.8% | Added |
| STRS Ohio | 32,734 | $1.42M | 0.01% | −6,229−16.0% | Reduced |
| Naviter Wealth, LLC | 31,457 | $1.38M | 0.17% | −10,000−24.1% | Reduced |
| Toroso Investments, LLC | 31,572 | $1.37M | 0.01% | +9,997+46.3% | Added |
| Squarepoint Ops LLC | 31,175 | $1.35M | 0.00% | −114,372−78.6% | Reduced |
| Teza Capital Management LLC | 30,824 | $1.34M | 0.61% | −2,674−8.0% | Reduced |