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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 778 | $33.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 770 | $33.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 742 | $32.2K | 0.01% | +13+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $32.0K | 0.00% | +744 | New |
| Clear Street Markets LLC | 735 | $31.9K | 0.02% | +735 | New |
| Quent Capital, LLC | 703 | $30.5K | 0.00% | −27−3.7% | Reduced |
| CX Institutional | 700 | $30.0K | 0.00% | +700 | New |
| Private Trust Co NA | 681 | $29.6K | 0.00% | +89+15.0% | Added |
| CIBC Private Wealth Group, LLC | 768 | $28.9K | 0.00% | +484+170.4% | Added |
| Smartleaf Asset Management LLC | 658 | $28.8K | 0.00% | −103−13.5% | Reduced |
| Parallel Advisors, LLC | 658 | $28.6K | 0.00% | +37+6.0% | Added |
| Credit Agricole S A | 648 | $28.2K | 0.00% | −93−12.6% | Reduced |
| True Wealth Design, LLC | 637 | $27.7K | 0.01% | +28+4.6% | Added |
| GWM Advisors LLC | 621 | $27.0K | 0.00% | −27−4.2% | Reduced |
| Investors Research Corp | 600 | $26.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 581 | $25.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 535 | $23.3K | 0.00% | +4+0.8% | Added |
| LRI Investments, LLC | 489 | $21.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 485 | $21.0K | 0.01% | +41+9.2% | Added |
| Parkside Financial Bank & Trust | 466 | $20.2K | 0.00% | +91+24.3% | Added |
| Lindbrook Capital, LLC | 453 | $19.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $17.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $17.0K | 0.00% | +400 | New |
| Hantz Financial Services, Inc. | 373 | $16.0K | 0.00% | +5+1.4% | Added |
| AdvisorNet Financial, Inc | 365 | $15.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 341 | $14.8K | 0.00% | +341 | New |
| Crews Bank & Trust | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 299 | $13.0K | 0.00% | +3+1.0% | Added |
| CoreCap Advisors, LLC | 280 | $12.2K | 0.00% | +5+1.8% | Added |
| Clark Wealth Partners | 258 | $11.2K | 0.01% | +2+0.8% | Added |
| WPG Advisers, LLC | 254 | $11.0K | 0.01% | −140−35.5% | Reduced |
| Hemington Wealth Management | 255 | $11.0K | 0.00% | +28+12.3% | Added |
| Binnacle Investments Inc | 203 | $8.82K | 0.01% | +203 | New |
| Atlantic Trust, LLC | 195 | $8.47K | 0.00% | +195 | New |
| Delta Asset Management LLC | 186 | $8.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $8.00K | 0.00% | −72−27.5% | Reduced |
| Whipplewood Advisors, LLC | 1,993 | $7.52K | 0.00% | +1,820+1,052.0% | Added |
| Clearstead Advisors, LLC | 168 | $7.30K | 0.00% | +2+1.2% | Added |
| Private Wealth Management Group, LLC | 159 | $6.91K | 0.00% | −34−17.6% | Reduced |
| Huntington National Bank | 136 | $5.91K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 136 | $5.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $5.78K | 0.00% | −38−22.2% | Reduced |
| Farther Finance Advisors, LLC | 124 | $5.38K | 0.00% | −19−13.3% | Reduced |
| Sandy Spring Bank | 120 | $5.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $4.78K | 0.00% | +3+2.8% | Added |
| Allworth Financial LP | 107 | $4.56K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 97 | $4.21K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 95 | $4.13K | 0.00% | −1−1.0% | Reduced |
| Horizon Investments, LLC | 85 | $3.65K | 0.00% | −3−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 79 | $3.43K | 0.00% | +36+83.7% | Added |
| Colonial Trust Co | 64 | $2.80K | 0.00% | −329−83.7% | Reduced |
| South State Corp. | 59 | $2.56K | 0.00% | +59 | New |
| IFP Advisors, Inc | 58 | $2.52K | 0.00% | +10+20.8% | Added |
| Activest Wealth Management | 50 | $2.17K | 0.00% | +50 | New |
| 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 |
| Avion Wealth | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $1.56K | 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 |
| SJS Investment Consulting Inc. | 29 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.09K | 0.00% | +2+8.7% | Added |
| Global Financial Private Client, LLC | 23 | $999 | 0.00% | +15+187.5% | Added |
| Rise Advisors, LLC | 22 | $967 | 0.00% | −385−94.6% | Reduced |
| Larson Financial Group LLC | 18 | $782 | 0.00% | +15+500.0% | Added |
| CVA Family Office, LLC | 16 | $695 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $564 | 0.00% | +13 | New |
| SBI Securities Co., Ltd. | 12 | $521 | 0.00% | −200−94.3% | Reduced |
| Bogart Wealth, LLC | 11 | $478 | 0.00% | −20−64.5% | Reduced |
| Cromwell Holdings LLC | 6 | $261 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 5 | $217 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $217 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $174 | 0.00% | −151−97.4% | Reduced |
| HFM Investment Advisors, LLC | 3 | $131 | 0.00% | +3 | New |
| PSI Advisors, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $44 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −144,396−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −129,231−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −117,905−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −52,865−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −46,784−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −46,359−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −25,741−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −20,264−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,163−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,946−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −16,913−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,190−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −15,733−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −14,016−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −13,195−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,324−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |