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, Q3 2025
Institutional positions in Bank OZK as of Sep 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
- 526
- +57 vs. Q2 2025
- Shares held
- 105.1M
- +287.5K (+0.3%) vs. Q2 2025
- Total value
- $5.36B
- +$423.5M (+8.6%) vs. Q2 2025
- New holders
- 82
- 207 more added
- Sold out
- 25
- 163 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,234,679 | $572.7M | 0.01% | −85,599−0.8% | Reduced |
| BlackRock, Inc. | 9,993,762 | $509.5M | 0.01% | −54,889−0.5% | Reduced |
| Wasatch Advisors Inc | 7,437,646 | $379.2M | 2.04% | +1,924,387+34.9% | Added |
| Dimensional Fund Advisors LP | 6,462,377 | $329.5M | 0.07% | +14,216+0.2% | Added |
| State Street Corp | 6,009,320 | $306.4M | 0.01% | −468,684−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 4,480,094 | $228.4M | 0.04% | +73,161+1.7% | Added |
| First Trust Advisors LP | 2,808,166 | $143.2M | 0.11% | +17,427+0.6% | Added |
| American Century Companies Inc | 2,743,655 | $139.9M | 0.07% | +112,048+4.3% | Added |
| Wellington Management Group LLP | 2,185,334 | $111.4M | 0.02% | −893,314−29.0% | Reduced |
| Geode Capital Management, LLC | 2,117,704 | $108.0M | 0.01% | +73,412+3.6% | Added |
| AQR Capital Management LLC | 1,977,960 | $100.8M | 0.06% | −426,971−17.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,861,304 | $94.9M | 0.08% | +190,136+11.4% | Added |
| Van Berkom & Associates Inc. | 1,818,447 | $92.7M | 2.68% | +12,733+0.7% | Added |
| Morgan Stanley | 1,719,170 | $87.6M | 0.01% | +620,794+56.5% | Added |
| Jarislowsky, Fraser Ltd | 1,658,271 | $84.5M | 0.46% | −143,928−8.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,261,960 | $64.3M | 2.18% | +2,964+0.2% | Added |
| Captrust Financial Advisors | 1,081,907 | $55.2M | 0.11% | +1370.0% | Added |
| Bank of New York Mellon Corp | 1,054,425 | $53.8M | 0.01% | −22,353−2.1% | Reduced |
| Northern Trust Corp | 982,368 | $50.1M | 0.01% | −6,189−0.6% | Reduced |
| Quantinno Capital Management LP | 947,209 | $48.3M | 0.13% | +390,368+70.1% | Added |
| Fairholme Capital Management LLC | 915,652 | $46.7M | 3.77% | −1,100−0.1% | Reduced |
| Millennium Management LLC | 898,784 | $45.8M | 0.04% | −251,080−21.8% | Reduced |
| Mackenzie Financial Corp | 788,819 | $40.2M | 0.05% | +222,157+39.2% | Added |
| Berkley W R Corp | 703,000 | $35.8M | 2.31% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 697,939 | $35.6M | 0.79% | −63,758−8.4% | Reduced |
| Bank of America Corp | 684,876 | $34.9M | 0.00% | +129,181+23.2% | Added |
| ProShare Advisors LLC | 669,549 | $34.1M | 0.07% | −114,843−14.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 643,764 | $32.8M | 0.02% | −51,192−7.4% | Reduced |
| Renaissance Technologies LLC | 641,497 | $32.7M | 0.04% | +40,700+6.8% | Added |
| Newport Trust Co | 592,735 | $30.2M | 0.07% | −88,958−13.0% | Reduced |
| SEI Investments Co | 590,617 | $30.1M | 0.03% | +128,984+27.9% | Added |
| Balyasny Asset Management LLC | 589,147 | $30.0M | 0.06% | −204,650−25.8% | Reduced |
| Invesco Ltd. | 556,495 | $28.4M | 0.00% | −10,075−1.8% | Reduced |
| Tudor Investment Corp Et Al | 549,362 | $28.0M | 0.18% | +130,963+31.3% | Added |
| Two Sigma Investments, LP | 545,879 | $27.8M | 0.04% | +6,318+1.2% | Added |
| Voloridge Investment Management, LLC | 510,228 | $26.0M | 0.09% | −266,108−34.3% | Reduced |
| Goldman Sachs Group Inc | 492,647 | $25.1M | 0.00% | +35,853+7.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 485,493 | $24.8M | 0.08% | −2,192−0.4% | Reduced |
| LSV Asset Management | 470,106 | $24.0M | 0.05% | −8,900−1.9% | Reduced |
| UBS Group AG | 468,792 | $23.9M | 0.00% | +112,439+31.6% | Added |
| Citigroup Inc | 468,624 | $23.9M | 0.02% | +113,451+31.9% | Added |
| LPL Financial LLC | 400,284 | $20.4M | 0.01% | +15,743+4.1% | Added |
| Royal Bank of Canada | 394,329 | $20.1M | 0.00% | +236,236+149.4% | Added |
| Raymond James Financial Inc | 365,499 | $18.6M | 0.01% | +52,777+16.9% | Added |
| Citadel Advisors LLC | 352,320 | $18.0M | 0.01% | −339,878−49.1% | Reduced |
| Victory Capital Management Inc | 350,354 | $17.9M | 0.01% | +24,752+7.6% | Added |
| Rhumbline Advisers | 334,376 | $17.0M | 0.01% | +22,188+7.1% | Added |
| Clearbridge Investments, LLC | 321,312 | $16.4M | 0.01% | +7,112+2.3% | Added |
| UBS Asset Management Americas Inc | 316,976 | $16.2M | 0.00% | −149,652−32.1% | Reduced |
| Algert Global LLC | 312,274 | $15.9M | 0.27% | +4,438+1.4% | Added |
| Treasurer of the State of North Carolina | 310,001 | $15.8M | 0.05% | +169,159+120.1% | Added |
| Earnest Partners LLC | 302,826 | $15.4M | 0.07% | −13,984−4.4% | Reduced |
| Alliancebernstein L.P. | 297,225 | $15.2M | 0.00% | +23,008+8.4% | Added |
| Twin Lions Management LLC | 296,015 | $15.1M | 9.93% | −44,315−13.0% | Reduced |
| Cabot Wealth Management Inc | 291,885 | $14.9M | 1.65% | −3,768−1.3% | Reduced |
| JPMorgan Chase & Co | 285,876 | $14.6M | 0.00% | +51,171+21.8% | Added |
| Ranger Investment Management, L.P. | 274,535 | $14.0M | 0.98% | −8,405−3.0% | Reduced |
| Rice Hall James & Associates, LLC | 258,651 | $13.2M | 0.72% | −22,362−8.0% | Reduced |
| Qube Research & Technologies Ltd | 255,275 | $13.0M | 0.02% | +255,275 | New |
| Weybosset Research & Management LLC | 240,499 | $12.3M | 3.96% | −968−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 239,479 | $12.2M | 0.08% | −8,853−3.6% | Reduced |
| Principal Financial Group Inc | 236,497 | $12.1M | 0.01% | −4,307−1.8% | Reduced |
| Jane Street Group, LLC | 233,729 | $11.9M | 0.01% | +24,835+11.9% | Added |
| Cubist Systematic Strategies, LLC | 233,419 | $11.9M | 0.17% | +15,440+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 234,000 | $11.9M | 0.02% | +48,280+26.0% | Added |
| Envestnet Asset Management Inc | 231,681 | $11.8M | 0.00% | +14,157+6.5% | Added |
| Man Group plc | 230,927 | $11.8M | 0.02% | +49,776+27.5% | Added |
| Edgestream Partners, L.P. | 222,465 | $11.3M | 0.33% | +30,379+15.8% | Added |
| California Public Employees Retirement System | 212,814 | $10.8M | 0.01% | +12,447+6.2% | Added |
| Swiss National Bank | 208,333 | $10.6M | 0.01% | +3,100+1.5% | Added |
| HRT Financial LP | 206,490 | $10.5M | 0.04% | +78,911+61.9% | Added |
| Two Sigma Advisers, LP | 205,800 | $10.5M | 0.02% | −32,600−13.7% | Reduced |
| Point72 Asset Management, L.P. | 199,200 | $10.2M | 0.02% | −248,000−55.5% | Reduced |
| Ci Investments Inc. | 197,412 | $10.1M | 0.04% | −1,460−0.7% | Reduced |
| Diamond Hill Capital Management Inc | 196,718 | $10.0M | 0.05% | −336,776−63.1% | Reduced |
| BNP Paribas Arbitrage, SA | 195,844 | $9.98M | 0.01% | +17,360+9.7% | Added |
| Public Sector Pension Investment Board | 195,127 | $9.95M | 0.04% | −1,638−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 192,514 | $9.81M | 0.03% | −23,741−11.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 187,068 | $9.54M | 0.07% | +57,041+43.9% | Added |
| Wells Fargo & Company | 183,803 | $9.37M | 0.00% | −8,575−4.5% | Reduced |
| QV Investors Inc. | 183,750 | $9.37M | 0.81% | −35,330−16.1% | Reduced |
| Amundi | 180,271 | $9.31M | 0.00% | −154,781−46.2% | Reduced |
| Virginia Retirement Systems Et Al | 178,234 | $9.09M | 0.06% | −1,100−0.6% | Reduced |
| Great Lakes Advisors, LLC | 176,234 | $8.98M | 0.07% | −150,971−46.1% | Reduced |
| Legal & General Group Plc | 168,462 | $8.59M | 0.00% | −2,118−1.2% | Reduced |
| Ameriprise Financial Inc | 165,353 | $8.43M | 0.00% | +31,636+23.7% | Added |
| Trexquant Investment LP | 164,079 | $8.36M | 0.09% | +95,746+140.1% | Added |
| Quantbot Technologies LP | 161,381 | $8.23M | 0.22% | +11,355+7.6% | Added |
| Franklin Resources Inc | 154,333 | $7.87M | 0.00% | +12,043+8.5% | Added |
| Rafferty Asset Management, LLC | 153,281 | $7.81M | 0.03% | −24,199−13.6% | Reduced |
| AXA Investment Managers S.A. | 150,040 | $7.65M | 0.02% | +150,040 | New |
| Nuveen, LLC | 147,826 | $7.54M | 0.00% | −84,555−36.4% | Reduced |
| Hudson Bay Capital Management LP | 141,407 | $7.21M | 0.04% | +793+0.6% | Added |
| Susquehanna International Group, LLP | 141,187 | $7.20M | 0.01% | +61,290+76.7% | Added |
| Russell Investments Group, Ltd. | 140,393 | $7.16M | 0.01% | +19,766+16.4% | Added |
| Kovitz Investment Group Partners, LLC | 137,240 | $7.00M | 0.03% | +13,073+10.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 135,702 | $6.92M | 0.02% | −12,413−8.4% | Reduced |
| Barclays PLC | 135,690 | $6.92M | 0.00% | −25,224−15.7% | Reduced |
| Artemis Investment Management LLP | 133,732 | $6.82M | 0.08% | −34,853−20.7% | Reduced |
| Prudential Financial Inc | 132,504 | $6.76M | 0.01% | +37,700+39.8% | Added |