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 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 8,135 | $382.8K | 0.26% | +22+0.3% | Added |
| Semanteon Capital Management, LP | 8,110 | $381.7K | 0.58% | +8,110 | New |
| American National Bank | 8,067 | $379.6K | 0.04% | −44−0.5% | Reduced |
| Securian Asset Management, Inc | 7,976 | $375.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,881 | $370.9K | 0.00% | +7,881 | New |
| Private Advisor Group, LLC | 7,743 | $364.4K | 0.00% | +1,963+34.0% | Added |
| Vestcor Inc | 7,742 | $364.0K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 7,696 | $362.2K | 0.20% | +2,785+56.7% | Added |
| Acorn Financial Advisory Services Inc | 7,593 | $357.3K | 0.06% | −96−1.2% | Reduced |
| Mma Asset Management LLC | 7,541 | $354.9K | 0.14% | −136−1.8% | Reduced |
| Syon Capital LLC | 7,485 | $352.2K | 0.02% | +7,485 | New |
| Concurrent Investment Advisors, LLC | 7,422 | $349.3K | 0.01% | +365+5.2% | Added |
| Advisors Capital Management, LLC | 7,340 | $345.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,273 | $342.2K | 0.00% | −4,525−38.4% | Reduced |
| Inscription Capital, LLC | 7,251 | $341.2K | 0.05% | +7,251 | New |
| Kera Capital Partners, Inc. | 7,029 | $330.8K | 0.07% | +1,224+21.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,780 | $319.1K | 0.02% | +6,780 | New |
| Caitlin John, LLC | 6,764 | $318.3K | 0.29% | +57+0.8% | Added |
| XTX Topco Ltd | 6,701 | $315.3K | 0.01% | −13,710−67.2% | Reduced |
| Lathrop Investment Management Corp | 6,654 | $313.0K | 0.06% | −169−2.5% | Reduced |
| Stevens Capital Management LP | 6,621 | $312.0K | 0.08% | −380−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,609 | $311.0K | 0.00% | −5−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 6,524 | $307.0K | 0.00% | +6,524 | New |
| Crossmark Global Holdings, Inc. | 6,459 | $304.0K | 0.00% | +162+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,389 | $300.7K | 0.00% | +1,494+30.5% | Added |
| Cornerstone Wealth Management, LLC | 6,376 | $300.1K | 0.02% | +752+13.4% | Added |
| Legacy Capital Group California, Inc. | 6,269 | $295.0K | 0.08% | −39−0.6% | Reduced |
| Versant Capital Management, Inc | 6,220 | $292.7K | 0.04% | +3,978+177.4% | Added |
| Capstone Investment Advisors, LLC | 6,162 | $290.0K | 0.00% | +6,162 | New |
| Evergreen Capital Management LLC | 6,142 | $289.0K | 0.01% | +907+17.3% | Added |
| Inceptionr LLC | 6,082 | $286.2K | 0.07% | −8,202−57.4% | Reduced |
| Eqis Capital Management, Inc. | 5,986 | $281.7K | 0.02% | +5,986 | New |
| Callan Family Office, LLC | 5,938 | $279.4K | 0.01% | +59+1.0% | Added |
| Panagora Asset Management Inc | 5,887 | $277.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,818 | $273.8K | 0.00% | −1,224−17.4% | Reduced |
| Integrated Advisors Network LLC | 5,775 | $271.8K | 0.01% | −30,666−84.2% | Reduced |
| Gotham Asset Management, LLC | 5,726 | $269.5K | 0.00% | +99+1.8% | Added |
| Warren Averett Asset Management, LLC | 5,689 | $267.7K | 0.00% | −408−6.7% | Reduced |
| Utah Retirement Systems | 5,641 | $265.5K | 0.00% | −201−3.4% | Reduced |
| EMC Capital Management | 5,555 | $261.0K | 0.14% | −1,981−26.3% | Reduced |
| Sagespring Wealth Partners, LLC | 5,526 | $260.1K | 0.01% | +837+17.9% | Added |
| Tower Research Capital LLC (TRC) | 5,460 | $256.9K | 0.01% | −1,237−18.5% | Reduced |
| Forum Financial Management, LP | 5,396 | $253.9K | 0.00% | 00.0% | Unchanged |
| Puzo Michael J | 5,390 | $253.7K | 0.07% | −5−0.1% | Reduced |
| Quadrant Capital Group LLC | 5,312 | $250.0K | 0.01% | −1,288−19.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,277 | $248.3K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,205 | $244.9K | 0.08% | +5,205 | New |
| Mendel Capital Management LLC | 5,183 | $243.9K | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,175 | $243.6K | 0.01% | +133+2.6% | Added |
| GAMMA Investing LLC | 5,158 | $242.7K | 0.02% | −450−8.0% | Reduced |
| Sigma Planning Corp | 5,142 | $242.0K | 0.01% | +5,142 | New |
| Aaron Wealth Advisors | 5,109 | $240.4K | 0.02% | +5,109 | New |
| D.A. Davidson & Co. | 5,062 | $238.2K | 0.00% | −268−5.0% | Reduced |
| Baker Avenue Asset Management, LP | 5,010 | $235.8K | 0.01% | +5,010 | New |
| Venturi Wealth Management, LLC | 5,009 | $235.7K | 0.01% | −501−9.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,802 | $235.1K | 0.14% | −56−1.2% | Reduced |
| Paragon Capital Management Ltd | 4,982 | $234.5K | 0.04% | +56+1.1% | Added |
| Maryland State Retirement & Pension System | 4,967 | $233.7K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,942 | $232.6K | 0.00% | −2,986−37.7% | Reduced |
| Corton Capital Inc. | 4,826 | $227.1K | 0.26% | +4,826 | New |
| Hamilton Capital Partners Inc. | 4,813 | $226.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,783 | $225.1K | 0.00% | −463−8.8% | Reduced |
| Forefront Wealth Partners, LLC | 5,052 | $225.0K | 0.15% | −18−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 4,700 | $221.2K | 0.01% | +4,700 | New |
| Profund Advisors LLC | 4,617 | $217.3K | 0.01% | −384−7.7% | Reduced |
| Kestra Advisory Services, LLC | 4,568 | $215.0K | 0.00% | +4,568 | New |
| Sym Financial Corp | 4,567 | $214.9K | 0.02% | +4,567 | New |
| Wedmont Private Capital | 4,146 | $214.3K | 0.01% | −1,123−21.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,520 | $212.7K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,374 | $205.9K | 0.02% | −404−8.5% | Reduced |
| First Horizon Advisors, Inc. | 4,151 | $195.3K | 0.01% | +4,115+11,430.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,059 | $191.0K | 0.03% | +2,702+199.1% | Added |
| Walleye Capital LLC | 3,800 | $178.8K | 0.00% | +1,172+44.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,392 | $159.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,298 | $155.0K | 0.00% | −1,586−32.5% | Reduced |
| Principal Securities, Inc. | 3,291 | $154.9K | 0.00% | +782+31.2% | Added |
| Globeflex Capital L P | 3,027 | $142.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,899 | $136.4K | 0.01% | +524+22.1% | Added |
| Jones Financial Companies LLLP | 2,477 | $116.8K | 0.00% | −95−3.7% | Reduced |
| Quarry LP | 2,473 | $116.4K | 0.03% | +648+35.5% | Added |
| Signaturefd, LLC | 1,943 | $91.4K | 0.00% | −196−9.2% | Reduced |
| National Bank of Canada | 1,892 | $89.0K | 0.00% | −68−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,789 | $84.2K | 0.00% | +926+107.3% | Added |
| Farther Finance Advisors, LLC | 1,535 | $72.2K | 0.00% | +1,411+1,137.9% | Added |
| Essential Partners LLC | 1,531 | $72.0K | 0.03% | +1,531 | New |
| Assetmark, Inc | 1,507 | $70.9K | 0.00% | +259+20.8% | Added |
| Copeland Capital Management, LLC | 1,413 | $66.5K | 0.00% | −1,728−55.0% | Reduced |
| TCTC Holdings, LLC | 1,400 | $65.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,396 | $65.7K | 0.00% | +157+12.7% | Added |
| Umb Bank N A | 1,286 | $60.5K | 0.00% | −194−13.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,276 | $60.0K | 0.00% | −870−40.5% | Reduced |
| Group One Trading, L.P. | 1,224 | $57.6K | 0.00% | −2,736−69.1% | Reduced |
| Parallel Advisors, LLC | 1,124 | $52.9K | 0.00% | +466+70.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,105 | $52.0K | 0.00% | +1,105 | New |
| Clearstead Advisors, LLC | 1,087 | $51.2K | 0.00% | +919+547.0% | Added |
| Geneos Wealth Management Inc. | 1,071 | $50.4K | 0.00% | +94+9.6% | Added |
| Reyes Financial Architecture, Inc. | 1,042 | $49.0K | 0.04% | −1,275−55.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,026 | $48.3K | 0.04% | −9−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $47.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 945 | $44.5K | 0.00% | +945 | New |