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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,143−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,901−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,431−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5,311−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |