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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $43.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 798 | $38.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 786 | $37.0K | 0.00% | +16+2.1% | Added |
| MCF Advisors LLC | 778 | $36.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 742 | $34.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 716 | $33.7K | 0.00% | +716 | New |
| CX Institutional | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 681 | $32.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 658 | $31.0K | 0.00% | −447−40.5% | Reduced |
| GWM Advisors LLC | 626 | $29.5K | 0.00% | +5+0.8% | Added |
| Investors Research Corp | 600 | $28.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 590 | $28.0K | 0.00% | +217+58.2% | Added |
| Smartleaf Asset Management LLC | 565 | $26.6K | 0.00% | −93−14.1% | Reduced |
| Parkside Financial Bank & Trust | 562 | $26.4K | 0.00% | +96+20.6% | Added |
| Steward Partners Investment Advisory, LLC | 556 | $26.2K | 0.00% | −25−4.3% | Reduced |
| Toth Financial Advisory Corp | 541 | $25.5K | 0.00% | +6+1.1% | Added |
| Covestor Ltd | 531 | $25.0K | 0.01% | +46+9.5% | Added |
| SOA Wealth Advisors, LLC. | 500 | $23.5K | 0.00% | +500 | New |
| LRI Investments, LLC | 489 | $23.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $19.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 376 | $17.7K | 0.01% | +376 | New |
| AdvisorNet Financial, Inc | 365 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 359 | $17.0K | 0.00% | +169+88.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 341 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 321 | $15.1K | 0.00% | +263+453.4% | Added |
| Creative Financial Designs Inc | 302 | $14.2K | 0.00% | +3+1.0% | Added |
| WPG Advisers, LLC | 297 | $14.0K | 0.01% | +43+16.9% | Added |
| Hemington Wealth Management | 287 | $13.0K | 0.00% | +32+12.5% | Added |
| Maseco LLP | 274 | $12.9K | 0.00% | +274 | New |
| CoreCap Advisors, LLC | 269 | $12.7K | 0.00% | −11−3.9% | Reduced |
| Clark Wealth Partners | 261 | $12.3K | 0.01% | +3+1.2% | Added |
| Allworth Financial LP | 256 | $12.0K | 0.00% | +149+139.3% | Added |
| True Wealth Design, LLC | 230 | $10.8K | 0.00% | −407−63.9% | Reduced |
| CIBC Private Wealth Group, LLC | 229 | $10.8K | 0.00% | −539−70.2% | Reduced |
| Binnacle Investments Inc | 203 | $9.55K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 186 | $8.75K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 173 | $8.14K | 0.00% | −1,820−91.3% | Reduced |
| Massmutual Trust Co FSB | 163 | $7.67K | 0.00% | +30+22.6% | Added |
| Private Wealth Management Group, LLC | 159 | $7.48K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 133 | $6.26K | 0.00% | −3−2.2% | Reduced |
| Bell Investment Advisors, Inc | 125 | $5.88K | 0.00% | +30+31.6% | Added |
| Global Retirement Partners, LLC | 119 | $5.60K | 0.00% | +119 | New |
| Farmers & Merchants Investments Inc | 88 | $4.14K | 0.00% | +9+11.4% | Added |
| TD Waterhouse Canada Inc. | 71 | $3.47K | 0.00% | −65−47.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 70 | $3.29K | 0.00% | +70 | New |
| Colonial Trust Co | 64 | $3.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 55 | $2.59K | 0.00% | +37+205.6% | Added |
| Fortitude Family Office, LLC | 51 | $2.40K | 0.00% | +51 | New |
| Harbor Investment Advisory, LLC | 48 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 48 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 39 | $1.93K | 0.00% | +39 | New |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.60K | 0.00% | −76−69.1% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 24 | $1.14K | 0.00% | +2+9.1% | Added |
| Avion Wealth | 39 | $1.00K | 0.00% | −10−20.4% | Reduced |
| SJS Investment Consulting Inc. | 17 | $801 | 0.00% | −12−41.4% | Reduced |
| South State Corp. | 15 | $706 | 0.00% | −44−74.6% | Reduced |
| Cromwell Holdings LLC | 15 | $706 | 0.00% | +9+150.0% | Added |
| SBI Securities Co., Ltd. | 12 | $565 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $471 | 0.00% | +7+233.3% | Added |
| Rialto Wealth Management, LLC | 8 | $377 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 5 | $235 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $142 | 0.00% | +2+200.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $141 | 0.00% | −1−25.0% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $48 | 0.00% | +1 | New |
| 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 |