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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 8,207 | $356.6K | 0.02% | +8,207 | New |
| Alps Advisors Inc | 8,114 | $352.6K | 0.00% | −401−4.7% | Reduced |
| Millennium Capital Advisors, LLC | 8,113 | $352.5K | 0.26% | +12+0.1% | Added |
| American National Bank | 8,111 | $352.4K | 0.04% | +7,239+830.2% | Added |
| Benjamin Edwards Inc | 7,984 | $346.9K | 0.00% | +718+9.9% | Added |
| Securian Asset Management, Inc | 7,976 | $346.6K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,928 | $344.5K | 0.01% | +7,928 | New |
| Atria Investments LLC | 7,908 | $343.6K | 0.00% | +7,908 | New |
| denkapparat Operations GmbH | 7,808 | $339.3K | 0.36% | +3,102+65.9% | Added |
| Vestcor Inc | 7,742 | $336.0K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 7,720 | $335.4K | 0.19% | +7,720 | New |
| Acorn Financial Advisory Services Inc | 7,689 | $334.1K | 0.06% | −1,645−17.6% | Reduced |
| Mma Asset Management LLC | 7,677 | $333.6K | 0.14% | 00.0% | Unchanged |
| EMC Capital Management | 7,536 | $327.0K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,340 | $318.9K | 0.00% | +7,340 | New |
| Concurrent Investment Advisors, LLC | 7,057 | $306.6K | 0.01% | +7,057 | New |
| Oppenheimer & Co Inc | 7,042 | $306.0K | 0.00% | −3,700−34.4% | Reduced |
| Stevens Capital Management LP | 7,001 | $304.0K | 0.08% | −19,387−73.5% | Reduced |
| United Services Automobile Association | 6,780 | $296.5K | 0.01% | +6,780 | New |
| Lathrop Investment Management Corp | 6,823 | $296.0K | 0.06% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,720 | $292.0K | 0.02% | +6,720 | New |
| Caitlin John, LLC | 6,707 | $291.4K | 0.29% | −1,804−21.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,697 | $291.0K | 0.01% | −6,506−49.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,614 | $287.4K | 0.00% | +782+13.4% | Added |
| Quadrant Capital Group LLC | 6,600 | $286.8K | 0.01% | +4,753+257.3% | Added |
| Legacy Capital Group California, Inc. | 6,308 | $274.1K | 0.10% | −40−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,297 | $273.6K | 0.00% | +88+1.4% | Added |
| Warren Averett Asset Management, LLC | 6,097 | $264.9K | 0.00% | −6,481−51.5% | Reduced |
| Diametric Capital, LP | 5,901 | $256.4K | 0.30% | +5,901 | New |
| Campbell & CO Investment Adviser LLC | 5,892 | $256.0K | 0.02% | −4,637−44.0% | Reduced |
| Panagora Asset Management Inc | 5,887 | $255.8K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,879 | $255.4K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,842 | $253.8K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 5,805 | $252.2K | 0.07% | +5,805 | New |
| Private Advisor Group, LLC | 5,780 | $251.1K | 0.00% | +5,780 | New |
| Sciencast Management LP | 5,700 | $247.7K | 0.06% | +5,700 | New |
| Gotham Asset Management, LLC | 5,627 | $244.5K | 0.00% | −215−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 5,624 | $244.4K | 0.02% | +595+11.8% | Added |
| GAMMA Investing LLC | 5,608 | $243.7K | 0.02% | +850+17.9% | Added |
| Venturi Wealth Management, LLC | 5,510 | $239.4K | 0.01% | +3,325+152.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,431 | $236.0K | 0.11% | +2,061+61.2% | Added |
| Forum Financial Management, LP | 5,396 | $234.5K | 0.00% | −5−0.1% | Reduced |
| Puzo Michael J | 5,395 | $234.4K | 0.07% | −750−12.2% | Reduced |
| D.A. Davidson & Co. | 5,330 | $231.6K | 0.00% | +5,330 | New |
| Hexagon Capital Partners LLC | 5,311 | $230.8K | 0.04% | +35+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 5,277 | $229.3K | 0.06% | −389−6.9% | Reduced |
| US Bancorp | 5,246 | $227.9K | 0.00% | −415−7.3% | Reduced |
| Evergreen Capital Management LLC | 5,235 | $227.5K | 0.01% | +310+6.3% | Added |
| Mendel Capital Management LLC | 5,183 | $225.2K | 0.14% | +4+0.1% | Added |
| Forefront Wealth Partners, LLC | 5,070 | $220.3K | 0.15% | +18+0.4% | Added |
| Evoke Wealth, LLC | 5,042 | $219.1K | 0.01% | +5,042 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,895 | $218.2K | 0.00% | −1,810−27.0% | Reduced |
| Profund Advisors LLC | 5,001 | $217.3K | 0.01% | −4,874−49.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,960 | $217.1K | 0.01% | +4,960 | New |
| BlackDiamond Wealth Management Inc. | 4,858 | $216.7K | 0.15% | −4,692−49.1% | Reduced |
| Maryland State Retirement & Pension System | 4,967 | $215.8K | 0.01% | −1,104−18.2% | Reduced |
| RSM US Wealth Management LLC | 4,944 | $214.8K | 0.00% | −1,276−20.5% | Reduced |
| Impact Partnership Wealth, LLC | 4,936 | $214.5K | 0.05% | −1,599−24.5% | Reduced |
| Paragon Capital Management Ltd | 4,926 | $214.1K | 0.04% | +39+0.8% | Added |
| R Squared Ltd | 4,911 | $213.4K | 0.23% | +1,571+47.0% | Added |
| KBC Group NV | 4,884 | $212.0K | 0.00% | +157+3.3% | Added |
| Hamilton Capital Partners Inc. | 4,813 | $209.1K | 0.01% | −138−2.8% | Reduced |
| Waterloo Capital, L.P. | 4,778 | $207.6K | 0.02% | +22+0.5% | Added |
| Sagespring Wealth Partners, LLC | 4,689 | $203.7K | 0.01% | −373−7.4% | Reduced |
| Wedmont Private Capital | 5,269 | $200.1K | 0.01% | +414+8.5% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $196.4K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,960 | $172.1K | 0.01% | +3,960 | New |
| Caitong International Asset Management Co., Ltd | 3,553 | $154.4K | 0.11% | +2,583+266.3% | Added |
| Mather Group, LLC. | 3,503 | $152.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,392 | $147.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,375 | $146.6K | 0.07% | +3,375 | New |
| Atlas Capital Advisors LLC | 3,227 | $140.2K | 0.02% | +3,227 | New |
| Copeland Capital Management, LLC | 3,141 | $136.5K | 0.00% | −1,287−29.1% | Reduced |
| Globeflex Capital L P | 3,027 | $131.5K | 0.01% | +3,027 | New |
| South Dakota Investment Council | 2,939 | $128.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,628 | $114.2K | 0.00% | +2,628 | New |
| Jones Financial Companies LLLP | 2,572 | $112.5K | 0.00% | +477+22.8% | Added |
| Principal Securities, Inc. | 2,509 | $111.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,375 | $103.2K | 0.01% | +1,931+434.9% | Added |
| Reyes Financial Architecture, Inc. | 2,317 | $100.7K | 0.07% | +524+29.2% | Added |
| Versant Capital Management, Inc | 2,242 | $97.4K | 0.02% | +1,432+176.8% | Added |
| Bryn Mawr Trust Co | 2,238 | $97.2K | 0.00% | −3,935−63.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,146 | $93.2K | 0.00% | +120+5.9% | Added |
| Signaturefd, LLC | 2,139 | $92.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,960 | $85.1K | 0.00% | +223+12.8% | Added |
| Quarry LP | 1,825 | $79.3K | 0.02% | +1,825 | New |
| Umb Bank N A | 1,480 | $64.3K | 0.00% | +1,410+2,014.3% | Added |
| TCTC Holdings, LLC | 1,400 | $60.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,357 | $59.0K | 0.02% | −2,854−67.8% | Reduced |
| Montag A & Associates Inc | 1,250 | $54.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,248 | $54.2K | 0.00% | +100+8.7% | Added |
| Fifth Third Bancorp | 1,239 | $53.8K | 0.00% | +111+9.8% | Added |
| Skopos Labs, Inc. | 1,105 | $48.0K | 0.01% | +1,014+1,114.3% | Added |
| Bruce G. Allen Investments, LLC | 1,035 | $45.0K | 0.04% | +1,014+4,828.6% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $43.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 977 | $42.5K | 0.00% | +103+11.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $39.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 863 | $37.5K | 0.00% | +470+119.6% | Added |
| V-Square Quantitative Management LLC | 851 | $37.0K | 0.01% | −97−10.2% | Reduced |
| Toronto Dominion Bank | 798 | $35.0K | 0.00% | 00.0% | Unchanged |