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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 208,894 | $9.83M | 0.02% | −201,511−49.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 216,255 | $10.2M | 0.04% | +31,331+16.9% | Added |
| Envestnet Asset Management Inc | 217,524 | $10.2M | 0.00% | +74,124+51.7% | Added |
| Cubist Systematic Strategies, LLC | 217,979 | $10.3M | 0.11% | +8,494+4.1% | Added |
| QV Investors Inc. | 219,080 | $10.3M | 1.01% | +33,430+18.0% | Added |
| Nuveen, LLC | 232,381 | $10.9M | 0.00% | −94,363−28.9% | Reduced |
| JPMorgan Chase & Co | 234,705 | $11.0M | 0.00% | +5,363+2.3% | Added |
| Two Sigma Advisers, LP | 238,400 | $11.2M | 0.02% | −53,800−18.4% | Reduced |
| Principal Financial Group Inc | 240,804 | $11.3M | 0.01% | −4,245−1.7% | Reduced |
| Weybosset Research & Management LLC | 241,467 | $11.4M | 3.91% | −1,325−0.5% | Reduced |
| Brandywine Global Investment Management, LLC | 248,332 | $11.7M | 0.08% | −9,700−3.8% | Reduced |
| Alliancebernstein L.P. | 274,217 | $12.9M | 0.00% | +121,981+80.1% | Added |
| Rice Hall James & Associates, LLC | 281,013 | $13.2M | 0.71% | −2,507−0.9% | Reduced |
| Ranger Investment Management, L.P. | 282,940 | $13.3M | 0.93% | +20,985+8.0% | Added |
| Cabot Wealth Management Inc | 295,653 | $13.9M | 1.65% | +1,103+0.4% | Added |
| Algert Global LLC | 307,836 | $14.5M | 0.30% | +46,804+17.9% | Added |
| Rhumbline Advisers | 312,188 | $14.7M | 0.01% | +4,278+1.4% | Added |
| Raymond James Financial Inc | 312,722 | $14.7M | 0.01% | −30,344−8.8% | Reduced |
| Clearbridge Investments, LLC | 314,200 | $14.8M | 0.01% | −110,846−26.1% | Reduced |
| Earnest Partners LLC | 316,810 | $14.9M | 0.07% | +24,613+8.4% | Added |
| Victory Capital Management Inc | 325,602 | $15.3M | 0.01% | −1,013,447−75.7% | Reduced |
| Great Lakes Advisors, LLC | 327,205 | $15.4M | 0.13% | +193,161+144.1% | Added |
| Twin Lions Management LLC | 340,330 | $16.0M | 10.43% | +63,800+23.1% | Added |
| Citigroup Inc | 355,173 | $16.7M | 0.01% | +221,816+166.3% | Added |
| UBS Group AG | 356,353 | $16.8M | 0.00% | −21,686−5.7% | Reduced |
| Amundi | 335,052 | $17.1M | 0.01% | −33,407−9.1% | Reduced |
| LPL Financial LLC | 384,541 | $18.1M | 0.01% | −2,951−0.8% | Reduced |
| Marshall Wace, LLP | 386,677 | $18.2M | 0.02% | −17,816−4.4% | Reduced |
| Tudor Investment Corp Et Al | 418,399 | $19.7M | 0.15% | +105,131+33.6% | Added |
| Point72 Asset Management, L.P. | 447,200 | $21.0M | 0.05% | +124,562+38.6% | Added |
| Goldman Sachs Group Inc | 456,794 | $21.5M | 0.00% | +323,072+241.6% | Added |
| SEI Investments Co | 461,633 | $21.7M | 0.03% | −110,575−19.3% | Reduced |
| UBS Asset Management Americas Inc | 466,628 | $22.0M | 0.00% | +116,879+33.4% | Added |
| LSV Asset Management | 479,006 | $22.5M | 0.05% | +4,560+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 487,685 | $23.0M | 0.08% | −306−0.1% | Reduced |
| Diamond Hill Capital Management Inc | 533,494 | $25.1M | 0.12% | −67,370−11.2% | Reduced |
| Two Sigma Investments, LP | 539,561 | $25.4M | 0.05% | −129,282−19.3% | Reduced |
| Bank of America Corp | 555,695 | $26.2M | 0.00% | +52,916+10.5% | Added |
| Quantinno Capital Management LP | 556,841 | $26.2M | 0.11% | +209,970+60.5% | Added |
| Invesco Ltd. | 566,570 | $26.7M | 0.00% | +7,655+1.4% | Added |
| Mackenzie Financial Corp | 566,662 | $26.7M | 0.03% | +501,308+767.1% | Added |
| Renaissance Technologies LLC | 600,797 | $28.3M | 0.04% | −43,600−6.8% | Reduced |
| Newport Trust Co | 681,693 | $32.1M | 0.08% | +24,706+3.8% | Added |
| Citadel Advisors LLC | 692,198 | $32.6M | 0.03% | +52,666+8.2% | Added |
| Arrowstreet Capital, Limited Partnership | 694,956 | $32.7M | 0.02% | +253,001+57.2% | Added |
| Berkley W R Corp | 703,000 | $33.1M | 2.05% | +202,200+40.4% | Added |
| Kennedy Capital Management, Inc. | 761,697 | $35.8M | 0.85% | −18,976−2.4% | Reduced |
| Voloridge Investment Management, LLC | 776,336 | $36.5M | 0.13% | −139,267−15.2% | Reduced |
| ProShare Advisors LLC | 784,392 | $36.9M | 0.07% | +183,964+30.6% | Added |
| Balyasny Asset Management LLC | 793,797 | $37.4M | 0.08% | +213,101+36.7% | Added |
| Fairholme Capital Management LLC | 916,752 | $43.1M | 3.52% | +285,150+45.1% | Added |
| Northern Trust Corp | 988,557 | $46.5M | 0.01% | −5,103−0.5% | Reduced |
| Bank of New York Mellon Corp | 1,076,778 | $50.7M | 0.01% | −50,798−4.5% | Reduced |
| Captrust Financial Advisors | 1,081,770 | $50.9M | 0.11% | −726,771−40.2% | Reduced |
| Morgan Stanley | 1,098,376 | $51.7M | 0.00% | −6,642−0.6% | Reduced |
| Millennium Management LLC | 1,149,864 | $54.1M | 0.05% | +405,869+54.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,258,996 | $59.2M | 2.03% | +49,483+4.1% | Added |
| Norges Bank | 1,465,373 | $69.0M | 0.01% | +116,563+8.6% | Added |
| Senvest Management, LLC | 1,581,582 | $74.4M | 2.50% | +310,707+24.4% | Added |
| D. E. Shaw & Co., Inc. | 1,671,168 | $78.6M | 0.08% | −3,756−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 1,802,199 | $84.8M | 0.48% | +2,809+0.2% | Added |
| Van Berkom & Associates Inc. | 1,805,714 | $85.0M | 2.53% | −22,987−1.3% | Reduced |
| Geode Capital Management, LLC | 2,044,292 | $96.2M | 0.01% | −8,270−0.4% | Reduced |
| AQR Capital Management LLC | 2,404,931 | $113.2M | 0.09% | −400,232−14.3% | Reduced |
| American Century Companies Inc | 2,631,607 | $123.8M | 0.07% | +226,315+9.4% | Added |
| First Trust Advisors LP | 2,790,739 | $131.3M | 0.11% | +9,540+0.3% | Added |
| Wellington Management Group LLP | 3,078,648 | $144.9M | 0.03% | +873,242+39.6% | Added |
| Charles Schwab Investment Management Inc | 4,406,933 | $207.4M | 0.04% | +56,713+1.3% | Added |
| Wasatch Advisors Inc | 5,513,259 | $259.5M | 1.36% | −1,715,073−23.7% | Reduced |
| Dimensional Fund Advisors LP | 6,448,161 | $303.5M | 0.07% | −56,407−0.9% | Reduced |
| State Street Corp | 6,478,004 | $304.9M | 0.01% | −111,941−1.7% | Reduced |
| BlackRock, Inc. | 10,048,651 | $472.9M | 0.01% | −6,492−0.1% | Reduced |
| Vanguard Group Inc | 11,320,278 | $532.7M | 0.01% | −13,867−0.1% | Reduced |
| Wealth Watch Advisors, INC | 390 | – | – | +390 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −233,218−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −125,195−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −116,540−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −60,072−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −61,123−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −59,833−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −58,300−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −43,495−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −47,407−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −41,994−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −41,054−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,175−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,896−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,637−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,083−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,298−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,013−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,425−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,256−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −9,616−100.0% | Sold out |