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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 1 | $48 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $141 | 0.00% | −1−25.0% | Reduced |
| MV Capital Management, Inc. | 3 | $142 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $235 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $377 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 10 | $471 | 0.00% | +7+233.3% | Added |
| SBI Securities Co., Ltd. | 12 | $565 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $706 | 0.00% | −44−74.6% | Reduced |
| Cromwell Holdings LLC | 15 | $706 | 0.00% | +9+150.0% | Added |
| SJS Investment Consulting Inc. | 17 | $801 | 0.00% | −12−41.4% | Reduced |
| Avion Wealth | 39 | $1.00K | 0.00% | −10−20.4% | Reduced |
| Rise Advisors, LLC | 24 | $1.14K | 0.00% | +2+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.60K | 0.00% | −76−69.1% | Reduced |
| Raffa Wealth Management, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 39 | $1.93K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 48 | $2.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $2.40K | 0.00% | +51 | New |
| Larson Financial Group LLC | 55 | $2.59K | 0.00% | +37+205.6% | Added |
| Colonial Trust Co | 64 | $3.03K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 70 | $3.29K | 0.00% | +70 | New |
| TD Waterhouse Canada Inc. | 71 | $3.47K | 0.00% | −65−47.8% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $4.14K | 0.00% | +9+11.4% | Added |
| Global Retirement Partners, LLC | 119 | $5.60K | 0.00% | +119 | New |
| Bell Investment Advisors, Inc | 125 | $5.88K | 0.00% | +30+31.6% | Added |
| Huntington National Bank | 133 | $6.26K | 0.00% | −3−2.2% | Reduced |
| Private Wealth Management Group, LLC | 159 | $7.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 163 | $7.67K | 0.00% | +30+22.6% | Added |
| Whipplewood Advisors, LLC | 173 | $8.14K | 0.00% | −1,820−91.3% | Reduced |
| Delta Asset Management LLC | 186 | $8.75K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 203 | $9.55K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 229 | $10.8K | 0.00% | −539−70.2% | Reduced |
| True Wealth Design, LLC | 230 | $10.8K | 0.00% | −407−63.9% | Reduced |
| Allworth Financial LP | 256 | $12.0K | 0.00% | +149+139.3% | Added |
| Clark Wealth Partners | 261 | $12.3K | 0.01% | +3+1.2% | Added |
| CoreCap Advisors, LLC | 269 | $12.7K | 0.00% | −11−3.9% | Reduced |
| Maseco LLP | 274 | $12.9K | 0.00% | +274 | New |
| Hemington Wealth Management | 287 | $13.0K | 0.00% | +32+12.5% | Added |
| WPG Advisers, LLC | 297 | $14.0K | 0.01% | +43+16.9% | Added |
| Creative Financial Designs Inc | 302 | $14.2K | 0.00% | +3+1.0% | Added |
| IFP Advisors, Inc | 321 | $15.1K | 0.00% | +263+453.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 341 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 359 | $17.0K | 0.00% | +169+88.9% | Added |
| AdvisorNet Financial, Inc | 365 | $17.2K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 376 | $17.7K | 0.01% | +376 | New |
| NBC Securities, Inc. | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $19.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 489 | $23.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $23.5K | 0.00% | +500 | New |
| Covestor Ltd | 531 | $25.0K | 0.01% | +46+9.5% | Added |
| Toth Financial Advisory Corp | 541 | $25.5K | 0.00% | +6+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 556 | $26.2K | 0.00% | −25−4.3% | Reduced |
| Parkside Financial Bank & Trust | 562 | $26.4K | 0.00% | +96+20.6% | Added |
| Smartleaf Asset Management LLC | 565 | $26.6K | 0.00% | −93−14.1% | Reduced |
| Hantz Financial Services, Inc. | 590 | $28.0K | 0.00% | +217+58.2% | Added |
| Investors Research Corp | 600 | $28.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 626 | $29.5K | 0.00% | +5+0.8% | Added |
| Skopos Labs, Inc. | 658 | $31.0K | 0.00% | −447−40.5% | Reduced |
| Private Trust Co NA | 681 | $32.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 716 | $33.7K | 0.00% | +716 | New |
| Bare Financial Services, Inc | 742 | $34.9K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $35.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 778 | $36.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 786 | $37.0K | 0.00% | +16+2.1% | Added |
| Toronto Dominion Bank | 798 | $38.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $43.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 945 | $44.5K | 0.00% | +945 | New |
| Nomura Asset Management Co Ltd | 1,000 | $47.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,026 | $48.3K | 0.04% | −9−0.9% | Reduced |
| Reyes Financial Architecture, Inc. | 1,042 | $49.0K | 0.04% | −1,275−55.0% | Reduced |
| Geneos Wealth Management Inc. | 1,071 | $50.4K | 0.00% | +94+9.6% | Added |
| Clearstead Advisors, LLC | 1,087 | $51.2K | 0.00% | +919+547.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,105 | $52.0K | 0.00% | +1,105 | New |
| Parallel Advisors, LLC | 1,124 | $52.9K | 0.00% | +466+70.8% | Added |
| Group One Trading, L.P. | 1,224 | $57.6K | 0.00% | −2,736−69.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,276 | $60.0K | 0.00% | −870−40.5% | Reduced |
| Umb Bank N A | 1,286 | $60.5K | 0.00% | −194−13.1% | Reduced |
| Fifth Third Bancorp | 1,396 | $65.7K | 0.00% | +157+12.7% | Added |
| TCTC Holdings, LLC | 1,400 | $65.9K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,413 | $66.5K | 0.00% | −1,728−55.0% | Reduced |
| Assetmark, Inc | 1,507 | $70.9K | 0.00% | +259+20.8% | Added |
| Essential Partners LLC | 1,531 | $72.0K | 0.03% | +1,531 | New |
| Farther Finance Advisors, LLC | 1,535 | $72.2K | 0.00% | +1,411+1,137.9% | Added |
| EverSource Wealth Advisors, LLC | 1,789 | $84.2K | 0.00% | +926+107.3% | Added |
| National Bank of Canada | 1,892 | $89.0K | 0.00% | −68−3.5% | Reduced |
| Signaturefd, LLC | 1,943 | $91.4K | 0.00% | −196−9.2% | Reduced |
| Quarry LP | 2,473 | $116.4K | 0.03% | +648+35.5% | Added |
| Jones Financial Companies LLLP | 2,477 | $116.8K | 0.00% | −95−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,899 | $136.4K | 0.01% | +524+22.1% | Added |
| Globeflex Capital L P | 3,027 | $142.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,291 | $154.9K | 0.00% | +782+31.2% | Added |
| KBC Group NV | 3,298 | $155.0K | 0.00% | −1,586−32.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,392 | $159.6K | 0.00% | 00.0% | Unchanged |