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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 28,777 | $1.35M | 0.01% | −1,687−5.5% | Reduced |
| State of Wisconsin Investment Board | 28,629 | $1.35M | 0.00% | −6,835−19.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,145 | $1.28M | 0.01% | +1,925+7.6% | Added |
| Commerce Bank | 27,092 | $1.27M | 0.01% | +110+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,878 | $1.26M | 0.00% | +3,185+13.4% | Added |
| Teza Capital Management LLC | 26,829 | $1.26M | 0.94% | −3,995−13.0% | Reduced |
| KG&L Capital Management,LLC | 26,013 | $1.22M | 0.36% | −485−1.8% | Reduced |
| Point72 Hong Kong Ltd | 25,610 | $1.21M | 0.08% | +18,890+281.1% | Added |
| State of Michigan Retirement System | 25,412 | $1.20M | 0.01% | +200+0.8% | Added |
| Handelsbanken Fonder AB | 25,325 | $1.19M | 0.00% | −8,000−24.0% | Reduced |
| Lazard Asset Management LLC | 24,917 | $1.17M | 0.00% | +1,555+6.7% | Added |
| Ontario Teachers Pension Plan Board | 24,577 | $1.16M | 0.02% | +14,316+139.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,590 | $1.11M | 0.02% | +131+0.6% | Added |
| SG Americas Securities, LLC | 23,290 | $1.10M | 0.00% | −4,738−16.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 22,883 | $1.08M | 0.29% | +22,883 | New |
| New Mexico Educational Retirement Board | 22,500 | $1.06M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 21,946 | $1.03M | 0.01% | −66,277−75.1% | Reduced |
| Oregon Public Employees Retirement Fund | 21,644 | $1.02M | 0.02% | +200+0.9% | Added |
| Simmons Bank | 21,574 | $1.02M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,451 | $1.01M | 0.00% | +774+3.7% | Added |
| Harbor Advisors LLC | 21,455 | $1.01M | 0.17% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 21,112 | $993.5K | 0.08% | +4,817+29.6% | Added |
| First Manhattan Co | 20,446 | $962.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,434 | $961.6K | 0.00% | −154−0.7% | Reduced |
| Wincap Financial LLC | 20,156 | $948.5K | 0.76% | +3,065+17.9% | Added |
| Janney Montgomery Scott LLC | 19,896 | $936.0K | 0.00% | +19,896 | New |
| Los Angeles Capital Management LLC | 19,715 | $927.8K | 0.00% | +9,622+95.3% | Added |
| Axq Capital, LP | 18,769 | $883.3K | 0.29% | +18,769 | New |
| Neuberger Berman Group LLC | 18,670 | $878.6K | 0.00% | +2,659+16.6% | Added |
| Aviso Financial Inc. | 18,281 | $860.3K | 0.04% | −222−1.2% | Reduced |
| Pictet Asset Management Holding SA | 17,596 | $828.2K | 0.00% | −400−2.2% | Reduced |
| Toroso Investments, LLC | 16,902 | $795.4K | 0.01% | −14,670−46.5% | Reduced |
| Mach-1 Financial Group, Inc. | 16,863 | $793.6K | 0.23% | −135−0.8% | Reduced |
| BTC Capital Management, Inc. | 16,838 | $791.4K | 0.06% | +311+1.9% | Added |
| Level Four Advisory Services, LLC | 16,585 | $780.6K | 0.03% | −219−1.3% | Reduced |
| Truist Financial Corp | 16,494 | $776.2K | 0.00% | +1,088+7.1% | Added |
| Xponance, Inc. | 16,148 | $759.9K | 0.01% | −402−2.4% | Reduced |
| Burney Co | 15,605 | $734.4K | 0.02% | −148−0.9% | Reduced |
| Colony Group, LLC | 15,527 | $730.7K | 0.00% | −2,184−12.3% | Reduced |
| Capital Investment Advisors, LLC | 15,417 | $725.5K | 0.01% | −346−2.2% | Reduced |
| Unison Advisors LLC | 14,972 | $704.6K | 0.08% | +161+1.1% | Added |
| Naples Global Advisors, LLC | 14,937 | $702.9K | 0.06% | +40.0% | Added |
| Scientech Research LLC | 14,775 | $695.3K | 0.17% | −8,746−37.2% | Reduced |
| JustInvest LLC | 14,765 | $694.9K | 0.01% | −1,483−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 14,738 | $694.0K | 0.00% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 14,685 | $691.1K | 0.03% | +3,280+28.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,515 | $683.1K | 0.03% | +1,051+7.8% | Added |
| AXA S.A. | 14,077 | $662.5K | 0.00% | +14,077 | New |
| Redmont Wealth Advisors LLC | 14,012 | $659.4K | 0.97% | +4,467+46.8% | Added |
| Davis Investment Partners, LLC | 13,392 | $655.7K | 0.23% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,886 | $653.5K | 0.00% | +604+4.5% | Added |
| Sterling Capital Management LLC | 13,771 | $648.1K | 0.01% | +1,259+10.1% | Added |
| Oak Thistle LLC | 13,574 | $638.8K | 0.09% | +13,574 | New |
| Picton Mahoney Asset Management | 13,533 | $637.0K | 0.01% | +13,533 | New |
| Elo Mutual Pension Insurance Co | 13,513 | $635.9K | 0.01% | +13,513 | New |
| CSS LLC | 13,447 | $632.8K | 0.04% | +1,080+8.7% | Added |
| denkapparat Operations GmbH | 12,912 | $607.6K | 0.49% | +5,104+65.4% | Added |
| Burford Brothers, Inc. | 12,761 | $600.5K | 0.28% | +12,761 | New |
| Gilliland Jeter Wealth Management LLC | 12,557 | $590.9K | 0.19% | +47+0.4% | Added |
| Merit Financial Group, LLC | 12,468 | $586.7K | 0.01% | +3,236+35.1% | Added |
| Pallas Capital Advisors LLC | 12,253 | $576.6K | 0.02% | −4,689−27.7% | Reduced |
| Ridgewood Investments LLC | 12,106 | $569.7K | 0.25% | +8,731+258.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,074 | $568.2K | 0.01% | −13,638−53.0% | Reduced |
| Sciencast Management LP | 12,036 | $566.4K | 0.12% | +6,336+111.2% | Added |
| Readystate Asset Management LP | 11,886 | $559.4K | 0.02% | +11,886 | New |
| State of Alaska, Department of Revenue | 11,874 | $558.0K | 0.01% | −485−3.9% | Reduced |
| Koss-Olinger Consulting, LLC | 11,800 | $555.3K | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 11,752 | $553.1K | 0.01% | +3,844+48.6% | Added |
| M&T Bank Corp | 11,607 | $546.7K | 0.00% | −426−3.5% | Reduced |
| Worth Asset Management, LLC | 11,539 | $543.0K | 0.27% | +11,539 | New |
| Arkansas Financial Group, Inc. | 11,404 | $536.7K | 0.08% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $521.8K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 11,022 | $518.7K | 0.06% | −5,969−35.1% | Reduced |
| Guggenheim Capital LLC | 10,947 | $515.2K | 0.00% | +977+9.8% | Added |
| Agp Franklin, LLC | 10,911 | $513.5K | 0.27% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10,523 | $495.2K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 10,509 | $494.5K | 0.36% | +44+0.4% | Added |
| Fox Run Management, L.L.C. | 10,464 | $492.4K | 0.08% | −3,882−27.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,414 | $490.1K | 0.00% | −1,133−9.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,231 | $481.5K | 0.00% | +182+1.8% | Added |
| RSM US Wealth Management LLC | 10,214 | $480.7K | 0.01% | +5,270+106.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,072 | $474.0K | 0.00% | +1,466+17.0% | Added |
| Groesbeck Investment Management Corp | 10,043 | $473.0K | 0.83% | −1,789−15.1% | Reduced |
| Aigen Investment Management, LP | 10,013 | $471.2K | 0.06% | +10,013 | New |
| Commonwealth Equity Services, LLC | 9,933 | $467.0K | 0.00% | +66+0.7% | Added |
| Federated Hermes, Inc. | 9,863 | $464.2K | 0.00% | −127−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,839 | $463.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 9,550 | $449.5K | 0.00% | −8,185−46.2% | Reduced |
| DRW Securities, LLC | 9,346 | $439.8K | 0.03% | +9,346 | New |
| 1832 Asset Management L.P. | 9,135 | $429.9K | 0.00% | −4,056−30.7% | Reduced |
| Benjamin Edwards Inc | 9,103 | $428.4K | 0.01% | +1,119+14.0% | Added |
| Park Avenue Securities LLC | 8,959 | $422.0K | 0.00% | +8,959 | New |
| Twinbeech Capital LP | 8,967 | $422.0K | 0.01% | −56,113−86.2% | Reduced |
| BKD Wealth Advisors, LLC | 8,748 | $411.7K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,530 | $401.4K | 0.00% | −567−6.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,602 | $399.9K | 0.01% | +2,642+53.3% | Added |
| Regions Financial Corp | 8,304 | $390.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,235 | $388.0K | 0.01% | −1,416−14.7% | Reduced |
| Mercer Global Advisors Inc | 8,216 | $386.6K | 0.00% | −705−7.9% | Reduced |
| Alps Advisors Inc | 8,213 | $386.5K | 0.00% | +99+1.2% | Added |