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, Q2 2025
Institutional positions in Bank OZK as of Jun 30, 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
- 474
- −4 vs. Q1 2025
- Shares held
- 106.3M
- −161.7K (−0.2%) vs. Q1 2025
- Total value
- $5.00B
- +$378.7M (+8.2%) vs. Q1 2025
- New holders
- 49
- 193 more added
- Sold out
- 53
- 166 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,320,278 | $532.7M | 0.01% | −13,867−0.1% | Reduced |
| BlackRock, Inc. | 10,048,651 | $472.9M | 0.01% | −6,492−0.1% | Reduced |
| State Street Corp | 6,478,004 | $304.9M | 0.01% | −111,941−1.7% | Reduced |
| Dimensional Fund Advisors LP | 6,448,161 | $303.5M | 0.07% | −56,407−0.9% | Reduced |
| Wasatch Advisors Inc | 5,513,259 | $259.5M | 1.36% | −1,715,073−23.7% | Reduced |
| Charles Schwab Investment Management Inc | 4,406,933 | $207.4M | 0.04% | +56,713+1.3% | Added |
| Wellington Management Group LLP | 3,078,648 | $144.9M | 0.03% | +873,242+39.6% | Added |
| First Trust Advisors LP | 2,790,739 | $131.3M | 0.11% | +9,540+0.3% | Added |
| American Century Companies Inc | 2,631,607 | $123.8M | 0.07% | +226,315+9.4% | Added |
| AQR Capital Management LLC | 2,404,931 | $113.2M | 0.09% | −400,232−14.3% | Reduced |
| Geode Capital Management, LLC | 2,044,292 | $96.2M | 0.01% | −8,270−0.4% | Reduced |
| Van Berkom & Associates Inc. | 1,805,714 | $85.0M | 2.53% | −22,987−1.3% | Reduced |
| Jarislowsky, Fraser Ltd | 1,802,199 | $84.8M | 0.48% | +2,809+0.2% | Added |
| D. E. Shaw & Co., Inc. | 1,671,168 | $78.6M | 0.08% | −3,756−0.2% | Reduced |
| Senvest Management, LLC | 1,581,582 | $74.4M | 2.50% | +310,707+24.4% | Added |
| Norges Bank | 1,465,373 | $69.0M | 0.01% | +116,563+8.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,258,996 | $59.2M | 2.03% | +49,483+4.1% | Added |
| Millennium Management LLC | 1,149,864 | $54.1M | 0.05% | +405,869+54.6% | Added |
| Morgan Stanley | 1,098,376 | $51.7M | 0.00% | −6,642−0.6% | Reduced |
| Captrust Financial Advisors | 1,081,770 | $50.9M | 0.11% | −726,771−40.2% | Reduced |
| Bank of New York Mellon Corp | 1,076,778 | $50.7M | 0.01% | −50,798−4.5% | Reduced |
| Northern Trust Corp | 988,557 | $46.5M | 0.01% | −5,103−0.5% | Reduced |
| Fairholme Capital Management LLC | 916,752 | $43.1M | 3.52% | +285,150+45.1% | Added |
| Balyasny Asset Management LLC | 793,797 | $37.4M | 0.08% | +213,101+36.7% | Added |
| ProShare Advisors LLC | 784,392 | $36.9M | 0.07% | +183,964+30.6% | Added |
| Voloridge Investment Management, LLC | 776,336 | $36.5M | 0.13% | −139,267−15.2% | Reduced |
| Kennedy Capital Management, Inc. | 761,697 | $35.8M | 0.85% | −18,976−2.4% | Reduced |
| Berkley W R Corp | 703,000 | $33.1M | 2.05% | +202,200+40.4% | Added |
| Arrowstreet Capital, Limited Partnership | 694,956 | $32.7M | 0.02% | +253,001+57.2% | Added |
| Citadel Advisors LLC | 692,198 | $32.6M | 0.03% | +52,666+8.2% | Added |
| Newport Trust Co | 681,693 | $32.1M | 0.08% | +24,706+3.8% | Added |
| Renaissance Technologies LLC | 600,797 | $28.3M | 0.04% | −43,600−6.8% | Reduced |
| Mackenzie Financial Corp | 566,662 | $26.7M | 0.03% | +501,308+767.1% | Added |
| Invesco Ltd. | 566,570 | $26.7M | 0.00% | +7,655+1.4% | Added |
| Quantinno Capital Management LP | 556,841 | $26.2M | 0.11% | +209,970+60.5% | Added |
| Bank of America Corp | 555,695 | $26.2M | 0.00% | +52,916+10.5% | Added |
| Two Sigma Investments, LP | 539,561 | $25.4M | 0.05% | −129,282−19.3% | Reduced |
| Diamond Hill Capital Management Inc | 533,494 | $25.1M | 0.12% | −67,370−11.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 487,685 | $23.0M | 0.08% | −306−0.1% | Reduced |
| LSV Asset Management | 479,006 | $22.5M | 0.05% | +4,560+1.0% | Added |
| UBS Asset Management Americas Inc | 466,628 | $22.0M | 0.00% | +116,879+33.4% | Added |
| SEI Investments Co | 461,633 | $21.7M | 0.03% | −110,575−19.3% | Reduced |
| Goldman Sachs Group Inc | 456,794 | $21.5M | 0.00% | +323,072+241.6% | Added |
| Point72 Asset Management, L.P. | 447,200 | $21.0M | 0.05% | +124,562+38.6% | Added |
| Tudor Investment Corp Et Al | 418,399 | $19.7M | 0.15% | +105,131+33.6% | Added |
| Marshall Wace, LLP | 386,677 | $18.2M | 0.02% | −17,816−4.4% | Reduced |
| LPL Financial LLC | 384,541 | $18.1M | 0.01% | −2,951−0.8% | Reduced |
| Amundi | 335,052 | $17.1M | 0.01% | −33,407−9.1% | Reduced |
| UBS Group AG | 356,353 | $16.8M | 0.00% | −21,686−5.7% | Reduced |
| Citigroup Inc | 355,173 | $16.7M | 0.01% | +221,816+166.3% | Added |
| Twin Lions Management LLC | 340,330 | $16.0M | 10.43% | +63,800+23.1% | Added |
| Great Lakes Advisors, LLC | 327,205 | $15.4M | 0.13% | +193,161+144.1% | Added |
| Victory Capital Management Inc | 325,602 | $15.3M | 0.01% | −1,013,447−75.7% | Reduced |
| Earnest Partners LLC | 316,810 | $14.9M | 0.07% | +24,613+8.4% | Added |
| Clearbridge Investments, LLC | 314,200 | $14.8M | 0.01% | −110,846−26.1% | Reduced |
| Raymond James Financial Inc | 312,722 | $14.7M | 0.01% | −30,344−8.8% | Reduced |
| Rhumbline Advisers | 312,188 | $14.7M | 0.01% | +4,278+1.4% | Added |
| Algert Global LLC | 307,836 | $14.5M | 0.30% | +46,804+17.9% | Added |
| Cabot Wealth Management Inc | 295,653 | $13.9M | 1.65% | +1,103+0.4% | Added |
| Ranger Investment Management, L.P. | 282,940 | $13.3M | 0.93% | +20,985+8.0% | Added |
| Rice Hall James & Associates, LLC | 281,013 | $13.2M | 0.71% | −2,507−0.9% | Reduced |
| Alliancebernstein L.P. | 274,217 | $12.9M | 0.00% | +121,981+80.1% | Added |
| Brandywine Global Investment Management, LLC | 248,332 | $11.7M | 0.08% | −9,700−3.8% | Reduced |
| Weybosset Research & Management LLC | 241,467 | $11.4M | 3.91% | −1,325−0.5% | Reduced |
| Principal Financial Group Inc | 240,804 | $11.3M | 0.01% | −4,245−1.7% | Reduced |
| Two Sigma Advisers, LP | 238,400 | $11.2M | 0.02% | −53,800−18.4% | Reduced |
| JPMorgan Chase & Co | 234,705 | $11.0M | 0.00% | +5,363+2.3% | Added |
| Nuveen, LLC | 232,381 | $10.9M | 0.00% | −94,363−28.9% | Reduced |
| QV Investors Inc. | 219,080 | $10.3M | 1.01% | +33,430+18.0% | Added |
| Cubist Systematic Strategies, LLC | 217,979 | $10.3M | 0.11% | +8,494+4.1% | Added |
| Envestnet Asset Management Inc | 217,524 | $10.2M | 0.00% | +74,124+51.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 216,255 | $10.2M | 0.04% | +31,331+16.9% | Added |
| Jane Street Group, LLC | 208,894 | $9.83M | 0.02% | −201,511−49.1% | Reduced |
| Swiss National Bank | 205,233 | $9.66M | 0.01% | −3,000−1.4% | Reduced |
| California Public Employees Retirement System | 200,367 | $9.43M | 0.01% | −2,575−1.3% | Reduced |
| Ci Investments Inc. | 198,872 | $9.36M | 0.04% | −15,917−7.4% | Reduced |
| Public Sector Pension Investment Board | 196,765 | $9.26M | 0.04% | +1,133+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 185,720 | $9.09M | 0.02% | +55,740+42.9% | Added |
| Wells Fargo & Company | 192,378 | $9.05M | 0.00% | +41,315+27.3% | Added |
| Edgestream Partners, L.P. | 192,086 | $9.04M | 0.25% | −3,234−1.7% | Reduced |
| Man Group plc | 181,151 | $8.52M | 0.02% | +32,390+21.8% | Added |
| Virginia Retirement Systems Et Al | 179,334 | $8.44M | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 178,484 | $8.40M | 0.01% | −89,841−33.5% | Reduced |
| Rafferty Asset Management, LLC | 177,480 | $8.35M | 0.03% | −10,470−5.6% | Reduced |
| Legal & General Group Plc | 170,580 | $8.03M | 0.00% | +3,303+2.0% | Added |
| Artemis Investment Management LLP | 168,585 | $7.93M | 0.10% | +71,325+73.3% | Added |
| Barclays PLC | 160,914 | $7.57M | 0.00% | +35,451+28.3% | Added |
| Royal Bank of Canada | 158,093 | $7.44M | 0.00% | +116,836+283.2% | Added |
| Quantbot Technologies LP | 150,026 | $7.06M | 0.18% | −55,900−27.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 148,115 | $6.97M | 0.02% | −10,455−6.6% | Reduced |
| Franklin Resources Inc | 142,290 | $6.70M | 0.00% | +69,217+94.7% | Added |
| Treasurer of the State of North Carolina | 140,842 | $6.63M | 0.02% | +60,216+74.7% | Added |
| Hudson Bay Capital Management LP | 140,614 | $6.62M | 0.04% | −140−0.1% | Reduced |
| Ameriprise Financial Inc | 133,717 | $6.29M | 0.00% | +2,352+1.8% | Added |
| TCW Group Inc | 130,177 | $6.13M | 0.05% | −9,900−7.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 130,027 | $6.12M | 0.05% | +68,278+110.6% | Added |
| New York State Teachers Retirement System | 129,712 | $6.10M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 129,131 | $6.08M | 0.02% | +716+0.6% | Added |
| HRT Financial LP | 127,579 | $6.00M | 0.03% | +24,786+24.1% | Added |
| HSBC Holdings PLC | 124,527 | $5.89M | 0.00% | +84,941+214.6% | Added |