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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 30,811 | $1.34M | 0.01% | −442−1.4% | Reduced |
| Teacher Retirement System of Texas | 30,464 | $1.32M | 0.01% | −8,066−20.9% | Reduced |
| Intech Investment Management LLC | 30,436 | $1.32M | 0.01% | +6,985+29.8% | Added |
| Gsa Capital Partners LLP | 30,001 | $1.30M | 0.12% | +10,286+52.2% | Added |
| Louisiana State Employees Retirement System | 29,600 | $1.29M | 0.03% | +300+1.0% | Added |
| CI Private Wealth, LLC | 29,261 | $1.27M | 0.00% | +4,368+17.5% | Added |
| Illinois Municipal Retirement Fund | 29,181 | $1.27M | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 28,789 | $1.25M | 0.09% | −688−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 28,400 | $1.23M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 28,028 | $1.22M | 0.00% | +28,028 | New |
| Virtu Financial LLC | 27,896 | $1.21M | 0.07% | +21,441+332.2% | Added |
| Commerce Bank | 26,982 | $1.17M | 0.01% | +4,908+22.2% | Added |
| KG&L Capital Management,LLC | 26,498 | $1.15M | 0.37% | +1,975+8.1% | Added |
| CWA Asset Management Group, LLC | 25,835 | $1.12M | 0.05% | +5,126+24.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,712 | $1.12M | 0.08% | +10,391+67.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,220 | $1.10M | 0.01% | +1,919+8.2% | Added |
| State of Michigan Retirement System | 25,212 | $1.10M | 0.01% | +200+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,693 | $1.03M | 0.00% | +1,086+4.8% | Added |
| CAPROCK Group, Inc. | 23,545 | $1.02M | 0.03% | +16,655+241.7% | Added |
| Scientech Research LLC | 23,521 | $1.02M | 0.27% | +17,057+263.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,459 | $1.02M | 0.02% | +110.0% | Added |
| Lazard Asset Management LLC | 23,362 | $1.01M | 0.00% | −22,214−48.7% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $978.0K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 22,495 | $977.4K | 0.11% | −9,970−30.7% | Reduced |
| Simmons Bank | 21,574 | $937.4K | 0.07% | 00.0% | Unchanged |
| Harbor Advisors LLC | 21,455 | $932.2K | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,444 | $931.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,677 | $898.5K | 0.00% | −1,900−8.4% | Reduced |
| Creative Planning | 20,588 | $894.6K | 0.00% | +552+2.8% | Added |
| First Manhattan Co | 20,446 | $888.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,411 | $886.9K | 0.05% | +10,216+100.2% | Added |
| Wolverine Asset Management LLC | 19,637 | $853.2K | 0.02% | +3,746+23.6% | Added |
| Landscape Capital Management, L.L.C. | 19,083 | $829.2K | 0.07% | +2,702+16.5% | Added |
| Aviso Financial Inc. | 18,503 | $804.0K | 0.04% | −571−3.0% | Reduced |
| Pictet Asset Management Holding SA | 17,996 | $782.4K | 0.00% | +428+2.4% | Added |
| FMR LLC | 17,735 | $770.6K | 0.00% | +7,544+74.0% | Added |
| Colony Group, LLC | 17,711 | $769.6K | 0.00% | +1,756+11.0% | Added |
| Wincap Financial LLC | 17,091 | $742.6K | 0.70% | +3,786+28.5% | Added |
| Mach-1 Financial Group, Inc. | 16,998 | $738.6K | 0.22% | +16,998 | New |
| State of Wyoming | 16,991 | $738.3K | 0.10% | +4,867+40.1% | Added |
| Pallas Capital Advisors LLC | 16,942 | $736.1K | 0.03% | +6,387+60.5% | Added |
| Level Four Advisory Services, LLC | 16,804 | $730.2K | 0.03% | −80−0.5% | Reduced |
| Xponance, Inc. | 16,550 | $719.1K | 0.01% | +4,300+35.1% | Added |
| BTC Capital Management, Inc. | 16,527 | $718.1K | 0.07% | +5,880+55.2% | Added |
| Point72 (DIFC) Ltd | 16,295 | $708.0K | 0.07% | −14,887−47.7% | Reduced |
| JustInvest LLC | 16,248 | $706.0K | 0.01% | +211+1.3% | Added |
| Summit Trail Advisors, LLC | 16,101 | $699.6K | 0.02% | +11,298+235.2% | Added |
| Neuberger Berman Group LLC | 16,011 | $695.7K | 0.00% | +2,059+14.8% | Added |
| Capital Investment Advisors, LLC | 15,763 | $684.9K | 0.01% | −272−1.7% | Reduced |
| Burney Co | 15,753 | $684.4K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 15,406 | $669.4K | 0.00% | +1,537+11.1% | Added |
| Simplex Trading, LLC | 15,298 | $664.0K | 0.02% | +15,298 | New |
| Naples Global Advisors, LLC | 14,933 | $648.8K | 0.06% | −396−2.6% | Reduced |
| Unison Advisors LLC | 14,811 | $643.5K | 0.08% | +119+0.8% | Added |
| Inspire Advisors, LLC | 14,640 | $636.1K | 0.07% | +14,640 | New |
| DekaBank Deutsche Girozentrale | 14,738 | $634.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,346 | $623.3K | 0.10% | +14,346 | New |
| Inceptionr LLC | 14,284 | $620.6K | 0.19% | +14,284 | New |
| Pinebridge Investments, L.P. | 14,013 | $608.9K | 0.00% | −22,731−61.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,464 | $585.0K | 0.03% | +2,410+21.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,425 | $583.0K | 0.08% | +13,425 | New |
| Voya Investment Management LLC | 13,282 | $577.1K | 0.00% | +374+2.9% | Added |
| 1832 Asset Management L.P. | 13,191 | $573.1K | 0.00% | −3,270−19.9% | Reduced |
| FourThought Financial Partners, LLC | 13,132 | $570.6K | 0.06% | +467+3.7% | Added |
| Sterling Capital Management LLC | 12,512 | $543.6K | 0.01% | −964−7.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,510 | $543.5K | 0.19% | +39+0.3% | Added |
| CSS LLC | 12,367 | $537.3K | 0.04% | +5,894+91.1% | Added |
| State of Alaska, Department of Revenue | 12,359 | $536.0K | 0.01% | +330+2.7% | Added |
| M&T Bank Corp | 12,033 | $523.1K | 0.00% | −614−4.9% | Reduced |
| Groesbeck Investment Management Corp | 11,832 | $514.0K | 0.72% | −1,321−10.0% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $514.0K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 11,800 | $513.0K | 0.04% | +11,800 | New |
| HighTower Advisors, LLC | 11,798 | $512.6K | 0.00% | +1,151+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 11,547 | $501.7K | 0.00% | +363+3.2% | Added |
| GTS Securities LLC | 11,528 | $500.9K | 0.02% | +3,895+51.0% | Added |
| Cookson Peirce & Co Inc | 11,405 | $495.5K | 0.02% | +11,405 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $481.8K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 10,742 | $466.7K | 0.23% | +10,742 | New |
| Jamison Private Wealth Management, Inc. | 10,523 | $457.2K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 10,465 | $454.7K | 0.37% | +40.0% | Added |
| Wolverine Trading, LLC | 10,256 | $448.5K | 0.01% | +1,423+16.1% | Added |
| Ontario Teachers Pension Plan Board | 10,261 | $445.8K | 0.01% | −980−8.7% | Reduced |
| Los Angeles Capital Management LLC | 10,093 | $438.5K | 0.00% | +10,093 | New |
| Northwestern Mutual Wealth Management Co | 10,049 | $436.6K | 0.00% | −72−0.7% | Reduced |
| Federated Hermes, Inc. | 9,990 | $434.1K | 0.00% | −937−8.6% | Reduced |
| Guggenheim Capital LLC | 9,970 | $433.2K | 0.00% | +3,732+59.8% | Added |
| Arkansas Financial Group, Inc. | 11,404 | $429.1K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,867 | $429.0K | 0.00% | +287+3.0% | Added |
| Agp Franklin, LLC | 10,911 | $428.1K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,839 | $428.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,651 | $419.0K | 0.02% | −592−5.8% | Reduced |
| PEAK6 LLC | 9,616 | $417.8K | 0.02% | +9,616 | New |
| Redmont Wealth Advisors LLC | 9,545 | $414.7K | 0.81% | −2,952−23.6% | Reduced |
| Merit Financial Group, LLC | 9,232 | $401.1K | 0.01% | +2,329+33.7% | Added |
| Lecap Asset Management Ltd | 9,143 | $397.3K | 0.09% | +9,143 | New |
| EP Wealth Advisors, LLC | 9,097 | $395.3K | 0.00% | −71−0.8% | Reduced |
| Mercer Global Advisors Inc | 8,921 | $387.6K | 0.00% | +1,292+16.9% | Added |
| BKD Wealth Advisors, LLC | 8,748 | $380.1K | 0.01% | +281+3.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,606 | $373.9K | 0.00% | +8,606 | New |
| Regions Financial Corp | 8,304 | $360.8K | 0.00% | 00.0% | Unchanged |