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 |
|---|---|---|---|---|---|
| State of Wyoming | 11,022 | $518.7K | 0.06% | −5,969−35.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $521.8K | 0.09% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 11,404 | $536.7K | 0.08% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 11,539 | $543.0K | 0.27% | +11,539 | New |
| M&T Bank Corp | 11,607 | $546.7K | 0.00% | −426−3.5% | Reduced |
| Atria Investments LLC | 11,752 | $553.1K | 0.01% | +3,844+48.6% | Added |
| Koss-Olinger Consulting, LLC | 11,800 | $555.3K | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 11,874 | $558.0K | 0.01% | −485−3.9% | Reduced |
| Readystate Asset Management LP | 11,886 | $559.4K | 0.02% | +11,886 | New |
| Sciencast Management LP | 12,036 | $566.4K | 0.12% | +6,336+111.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,074 | $568.2K | 0.01% | −13,638−53.0% | Reduced |
| Ridgewood Investments LLC | 12,106 | $569.7K | 0.25% | +8,731+258.7% | Added |
| Pallas Capital Advisors LLC | 12,253 | $576.6K | 0.02% | −4,689−27.7% | Reduced |
| Merit Financial Group, LLC | 12,468 | $586.7K | 0.01% | +3,236+35.1% | Added |
| Gilliland Jeter Wealth Management LLC | 12,557 | $590.9K | 0.19% | +47+0.4% | Added |
| Burford Brothers, Inc. | 12,761 | $600.5K | 0.28% | +12,761 | New |
| denkapparat Operations GmbH | 12,912 | $607.6K | 0.49% | +5,104+65.4% | Added |
| CSS LLC | 13,447 | $632.8K | 0.04% | +1,080+8.7% | Added |
| Elo Mutual Pension Insurance Co | 13,513 | $635.9K | 0.01% | +13,513 | New |
| Picton Mahoney Asset Management | 13,533 | $637.0K | 0.01% | +13,533 | New |
| Oak Thistle LLC | 13,574 | $638.8K | 0.09% | +13,574 | New |
| Sterling Capital Management LLC | 13,771 | $648.1K | 0.01% | +1,259+10.1% | Added |
| Voya Investment Management LLC | 13,886 | $653.5K | 0.00% | +604+4.5% | Added |
| Davis Investment Partners, LLC | 13,392 | $655.7K | 0.23% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14,012 | $659.4K | 0.97% | +4,467+46.8% | Added |
| AXA S.A. | 14,077 | $662.5K | 0.00% | +14,077 | New |
| Hennion & Walsh Asset Management, Inc. | 14,515 | $683.1K | 0.03% | +1,051+7.8% | Added |
| Cookson Peirce & Co Inc | 14,685 | $691.1K | 0.03% | +3,280+28.8% | Added |
| DekaBank Deutsche Girozentrale | 14,738 | $694.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 14,765 | $694.9K | 0.01% | −1,483−9.1% | Reduced |
| Scientech Research LLC | 14,775 | $695.3K | 0.17% | −8,746−37.2% | Reduced |
| Naples Global Advisors, LLC | 14,937 | $702.9K | 0.06% | +40.0% | Added |
| Unison Advisors LLC | 14,972 | $704.6K | 0.08% | +161+1.1% | Added |
| Capital Investment Advisors, LLC | 15,417 | $725.5K | 0.01% | −346−2.2% | Reduced |
| Colony Group, LLC | 15,527 | $730.7K | 0.00% | −2,184−12.3% | Reduced |
| Burney Co | 15,605 | $734.4K | 0.02% | −148−0.9% | Reduced |
| Xponance, Inc. | 16,148 | $759.9K | 0.01% | −402−2.4% | Reduced |
| Truist Financial Corp | 16,494 | $776.2K | 0.00% | +1,088+7.1% | Added |
| Level Four Advisory Services, LLC | 16,585 | $780.6K | 0.03% | −219−1.3% | Reduced |
| BTC Capital Management, Inc. | 16,838 | $791.4K | 0.06% | +311+1.9% | Added |
| Mach-1 Financial Group, Inc. | 16,863 | $793.6K | 0.23% | −135−0.8% | Reduced |
| Toroso Investments, LLC | 16,902 | $795.4K | 0.01% | −14,670−46.5% | Reduced |
| Pictet Asset Management Holding SA | 17,596 | $828.2K | 0.00% | −400−2.2% | Reduced |
| Aviso Financial Inc. | 18,281 | $860.3K | 0.04% | −222−1.2% | Reduced |
| Neuberger Berman Group LLC | 18,670 | $878.6K | 0.00% | +2,659+16.6% | Added |
| Axq Capital, LP | 18,769 | $883.3K | 0.29% | +18,769 | New |
| Los Angeles Capital Management LLC | 19,715 | $927.8K | 0.00% | +9,622+95.3% | Added |
| Janney Montgomery Scott LLC | 19,896 | $936.0K | 0.00% | +19,896 | New |
| Wincap Financial LLC | 20,156 | $948.5K | 0.76% | +3,065+17.9% | Added |
| Creative Planning | 20,434 | $961.6K | 0.00% | −154−0.7% | Reduced |
| First Manhattan Co | 20,446 | $962.2K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 21,112 | $993.5K | 0.08% | +4,817+29.6% | Added |
| Harbor Advisors LLC | 21,455 | $1.01M | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,451 | $1.01M | 0.00% | +774+3.7% | Added |
| Simmons Bank | 21,574 | $1.02M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,644 | $1.02M | 0.02% | +200+0.9% | Added |
| Engineers Gate Manager LP | 21,946 | $1.03M | 0.01% | −66,277−75.1% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.06M | 0.03% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 22,883 | $1.08M | 0.29% | +22,883 | New |
| SG Americas Securities, LLC | 23,290 | $1.10M | 0.00% | −4,738−16.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,590 | $1.11M | 0.02% | +131+0.6% | Added |
| Ontario Teachers Pension Plan Board | 24,577 | $1.16M | 0.02% | +14,316+139.5% | Added |
| Lazard Asset Management LLC | 24,917 | $1.17M | 0.00% | +1,555+6.7% | Added |
| Handelsbanken Fonder AB | 25,325 | $1.19M | 0.00% | −8,000−24.0% | Reduced |
| State of Michigan Retirement System | 25,412 | $1.20M | 0.01% | +200+0.8% | Added |
| Point72 Hong Kong Ltd | 25,610 | $1.21M | 0.08% | +18,890+281.1% | Added |
| KG&L Capital Management,LLC | 26,013 | $1.22M | 0.36% | −485−1.8% | Reduced |
| Teza Capital Management LLC | 26,829 | $1.26M | 0.94% | −3,995−13.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,878 | $1.26M | 0.00% | +3,185+13.4% | Added |
| Commerce Bank | 27,092 | $1.27M | 0.01% | +110+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,145 | $1.28M | 0.01% | +1,925+7.6% | Added |
| State of Wisconsin Investment Board | 28,629 | $1.35M | 0.00% | −6,835−19.3% | Reduced |
| Teacher Retirement System of Texas | 28,777 | $1.35M | 0.01% | −1,687−5.5% | Reduced |
| Illinois Municipal Retirement Fund | 29,556 | $1.39M | 0.02% | +375+1.3% | Added |
| KLP Kapitalforvaltning AS | 29,600 | $1.39M | 0.01% | +1,200+4.2% | Added |
| Louisiana State Employees Retirement System | 29,700 | $1.40M | 0.03% | +100+0.3% | Added |
| Danske Bank A/S | 29,860 | $1.41M | 0.00% | −11,454−27.7% | Reduced |
| Greenwood Gearhart Inc | 30,472 | $1.43M | 0.09% | +1,683+5.8% | Added |
| CI Private Wealth, LLC | 30,679 | $1.44M | 0.00% | +1,418+4.8% | Added |
| CWA Asset Management Group, LLC | 30,773 | $1.45M | 0.06% | +4,938+19.1% | Added |
| Arizona State Retirement System | 31,340 | $1.47M | 0.01% | +529+1.7% | Added |
| Naviter Wealth, LLC | 31,457 | $1.48M | 0.18% | 00.0% | Unchanged |
| Intech Investment Management LLC | 31,499 | $1.48M | 0.01% | +1,063+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,900 | $1.55M | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 32,988 | $1.55M | 1.04% | −1,191−3.5% | Reduced |
| Summit Trail Advisors, LLC | 33,435 | $1.57M | 0.03% | +17,334+107.7% | Added |
| Bank of Nova Scotia | 34,152 | $1.61M | 0.00% | −7,827−18.6% | Reduced |
| Greenfield Seitz Capital Management, LLC | 34,708 | $1.63M | 0.58% | −33,952−49.4% | Reduced |
| Deutsche Bank AG | 34,892 | $1.64M | 0.00% | +233+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.65M | 0.01% | 00.0% | Unchanged |
| Mountain Lake Investment Management LLC | 35,026 | $1.65M | 1.37% | −404−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 35,100 | $1.65M | 0.00% | +35,100 | New |
| Pathstone Holdings, LLC | 35,296 | $1.66M | 0.01% | −835−2.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 35,330 | $1.66M | 0.31% | +1,010+2.9% | Added |
| Yousif Capital Management, LLC | 35,384 | $1.67M | 0.02% | −748−2.1% | Reduced |
| Aviance Capital Partners, LLC | 35,638 | $1.68M | 0.22% | +2,079+6.2% | Added |
| CWM, LLC | 35,746 | $1.68M | 0.01% | −9,623−21.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,820 | $1.73M | 0.01% | +1,339+3.8% | Added |
| Comerica Bank | 36,902 | $1.74M | 0.01% | −198−0.5% | Reduced |
| Cetera Investment Advisers | 36,937 | $1.74M | 0.00% | −1,861−4.8% | Reduced |