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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 3,800 | $178.8K | 0.00% | +1,172+44.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,059 | $191.0K | 0.03% | +2,702+199.1% | Added |
| First Horizon Advisors, Inc. | 4,151 | $195.3K | 0.01% | +4,115+11,430.6% | Added |
| Waterloo Capital, L.P. | 4,374 | $205.9K | 0.02% | −404−8.5% | Reduced |
| HHM Wealth Advisors, LLC | 4,520 | $212.7K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,146 | $214.3K | 0.01% | −1,123−21.3% | Reduced |
| Sym Financial Corp | 4,567 | $214.9K | 0.02% | +4,567 | New |
| Kestra Advisory Services, LLC | 4,568 | $215.0K | 0.00% | +4,568 | New |
| Profund Advisors LLC | 4,617 | $217.3K | 0.01% | −384−7.7% | Reduced |
| Azimuth Capital Investment Management LLC | 4,700 | $221.2K | 0.01% | +4,700 | New |
| Forefront Wealth Partners, LLC | 5,052 | $225.0K | 0.15% | −18−0.4% | Reduced |
| US Bancorp | 4,783 | $225.1K | 0.00% | −463−8.8% | Reduced |
| Hamilton Capital Partners Inc. | 4,813 | $226.5K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 4,826 | $227.1K | 0.26% | +4,826 | New |
| Vident Advisory, LLC | 4,942 | $232.6K | 0.00% | −2,986−37.7% | Reduced |
| Maryland State Retirement & Pension System | 4,967 | $233.7K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,982 | $234.5K | 0.04% | +56+1.1% | Added |
| BlackDiamond Wealth Management Inc. | 4,802 | $235.1K | 0.14% | −56−1.2% | Reduced |
| Venturi Wealth Management, LLC | 5,009 | $235.7K | 0.01% | −501−9.1% | Reduced |
| Baker Avenue Asset Management, LP | 5,010 | $235.8K | 0.01% | +5,010 | New |
| D.A. Davidson & Co. | 5,062 | $238.2K | 0.00% | −268−5.0% | Reduced |
| Aaron Wealth Advisors | 5,109 | $240.4K | 0.02% | +5,109 | New |
| Sigma Planning Corp | 5,142 | $242.0K | 0.01% | +5,142 | New |
| GAMMA Investing LLC | 5,158 | $242.7K | 0.02% | −450−8.0% | Reduced |
| Evoke Wealth, LLC | 5,175 | $243.6K | 0.01% | +133+2.6% | Added |
| Mendel Capital Management LLC | 5,183 | $243.9K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,205 | $244.9K | 0.08% | +5,205 | New |
| Dumont & Blake Investment Advisors LLC | 5,277 | $248.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,312 | $250.0K | 0.01% | −1,288−19.5% | Reduced |
| Puzo Michael J | 5,390 | $253.7K | 0.07% | −5−0.1% | Reduced |
| Forum Financial Management, LP | 5,396 | $253.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,460 | $256.9K | 0.01% | −1,237−18.5% | Reduced |
| Sagespring Wealth Partners, LLC | 5,526 | $260.1K | 0.01% | +837+17.9% | Added |
| EMC Capital Management | 5,555 | $261.0K | 0.14% | −1,981−26.3% | Reduced |
| Utah Retirement Systems | 5,641 | $265.5K | 0.00% | −201−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 5,689 | $267.7K | 0.00% | −408−6.7% | Reduced |
| Gotham Asset Management, LLC | 5,726 | $269.5K | 0.00% | +99+1.8% | Added |
| Integrated Advisors Network LLC | 5,775 | $271.8K | 0.01% | −30,666−84.2% | Reduced |
| Oppenheimer & Co Inc | 5,818 | $273.8K | 0.00% | −1,224−17.4% | Reduced |
| Panagora Asset Management Inc | 5,887 | $277.0K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,938 | $279.4K | 0.01% | +59+1.0% | Added |
| Eqis Capital Management, Inc. | 5,986 | $281.7K | 0.02% | +5,986 | New |
| Inceptionr LLC | 6,082 | $286.2K | 0.07% | −8,202−57.4% | Reduced |
| Evergreen Capital Management LLC | 6,142 | $289.0K | 0.01% | +907+17.3% | Added |
| Capstone Investment Advisors, LLC | 6,162 | $290.0K | 0.00% | +6,162 | New |
| Versant Capital Management, Inc | 6,220 | $292.7K | 0.04% | +3,978+177.4% | Added |
| Legacy Capital Group California, Inc. | 6,269 | $295.0K | 0.08% | −39−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,376 | $300.1K | 0.02% | +752+13.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,389 | $300.7K | 0.00% | +1,494+30.5% | Added |
| Crossmark Global Holdings, Inc. | 6,459 | $304.0K | 0.00% | +162+2.6% | Added |
| Worldquant Millennium Advisors LLC | 6,524 | $307.0K | 0.00% | +6,524 | New |
| The PNC Financial Services Group, Inc. | 6,609 | $311.0K | 0.00% | −5−0.1% | Reduced |
| Stevens Capital Management LP | 6,621 | $312.0K | 0.08% | −380−5.4% | Reduced |
| Lathrop Investment Management Corp | 6,654 | $313.0K | 0.06% | −169−2.5% | Reduced |
| XTX Topco Ltd | 6,701 | $315.3K | 0.01% | −13,710−67.2% | Reduced |
| Caitlin John, LLC | 6,764 | $318.3K | 0.29% | +57+0.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,780 | $319.1K | 0.02% | +6,780 | New |
| Kera Capital Partners, Inc. | 7,029 | $330.8K | 0.07% | +1,224+21.1% | Added |
| Inscription Capital, LLC | 7,251 | $341.2K | 0.05% | +7,251 | New |
| HighTower Advisors, LLC | 7,273 | $342.2K | 0.00% | −4,525−38.4% | Reduced |
| Advisors Capital Management, LLC | 7,340 | $345.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,422 | $349.3K | 0.01% | +365+5.2% | Added |
| Syon Capital LLC | 7,485 | $352.2K | 0.02% | +7,485 | New |
| Mma Asset Management LLC | 7,541 | $354.9K | 0.14% | −136−1.8% | Reduced |
| Acorn Financial Advisory Services Inc | 7,593 | $357.3K | 0.06% | −96−1.2% | Reduced |
| R Squared Ltd | 7,696 | $362.2K | 0.20% | +2,785+56.7% | Added |
| Vestcor Inc | 7,742 | $364.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,743 | $364.4K | 0.00% | +1,963+34.0% | Added |
| Avantax Advisory Services, Inc. | 7,881 | $370.9K | 0.00% | +7,881 | New |
| Securian Asset Management, Inc | 7,976 | $375.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 8,067 | $379.6K | 0.04% | −44−0.5% | Reduced |
| Semanteon Capital Management, LP | 8,110 | $381.7K | 0.58% | +8,110 | New |
| Millennium Capital Advisors, LLC | 8,135 | $382.8K | 0.26% | +22+0.3% | Added |
| Alps Advisors Inc | 8,213 | $386.5K | 0.00% | +99+1.2% | Added |
| Mercer Global Advisors Inc | 8,216 | $386.6K | 0.00% | −705−7.9% | Reduced |
| Shell Asset Management Co | 8,235 | $388.0K | 0.01% | −1,416−14.7% | Reduced |
| Regions Financial Corp | 8,304 | $390.8K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,602 | $399.9K | 0.01% | +2,642+53.3% | Added |
| EP Wealth Advisors, LLC | 8,530 | $401.4K | 0.00% | −567−6.2% | Reduced |
| BKD Wealth Advisors, LLC | 8,748 | $411.7K | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 8,967 | $422.0K | 0.01% | −56,113−86.2% | Reduced |
| Park Avenue Securities LLC | 8,959 | $422.0K | 0.00% | +8,959 | New |
| Benjamin Edwards Inc | 9,103 | $428.4K | 0.01% | +1,119+14.0% | Added |
| 1832 Asset Management L.P. | 9,135 | $429.9K | 0.00% | −4,056−30.7% | Reduced |
| DRW Securities, LLC | 9,346 | $439.8K | 0.03% | +9,346 | New |
| FMR LLC | 9,550 | $449.5K | 0.00% | −8,185−46.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,839 | $463.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,863 | $464.2K | 0.00% | −127−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 9,933 | $467.0K | 0.00% | +66+0.7% | Added |
| Aigen Investment Management, LP | 10,013 | $471.2K | 0.06% | +10,013 | New |
| Groesbeck Investment Management Corp | 10,043 | $473.0K | 0.83% | −1,789−15.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,072 | $474.0K | 0.00% | +1,466+17.0% | Added |
| RSM US Wealth Management LLC | 10,214 | $480.7K | 0.01% | +5,270+106.6% | Added |
| Northwestern Mutual Wealth Management Co | 10,231 | $481.5K | 0.00% | +182+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 10,414 | $490.1K | 0.00% | −1,133−9.8% | Reduced |
| Fox Run Management, L.L.C. | 10,464 | $492.4K | 0.08% | −3,882−27.1% | Reduced |
| Mustard Seed Financial, LLC | 10,509 | $494.5K | 0.36% | +44+0.4% | Added |
| Jamison Private Wealth Management, Inc. | 10,523 | $495.2K | 0.07% | 00.0% | Unchanged |
| Agp Franklin, LLC | 10,911 | $513.5K | 0.27% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,947 | $515.2K | 0.00% | +977+9.8% | Added |