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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 1 | $51 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $102 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $153 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $202 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 10 | $509 | 0.00% | +5+100.0% | Added |
| HFM Investment Advisors, LLC | 10 | $510 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $510 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 12 | $612 | 0.00% | +4+50.0% | Added |
| South State Corp. | 15 | $765 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $765 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $816 | 0.00% | +4+33.3% | Added |
| Avion Wealth | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Rise Advisors, LLC | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $1.49K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 30 | $1.53K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $1.54K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.94K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $2.45K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $2.50K | 0.00% | +49 | New |
| Fortitude Family Office, LLC | 51 | $2.60K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 55 | $2.80K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 56 | $2.85K | 0.00% | −69−55.2% | Reduced |
| Millstone Evans Group, LLC | 58 | $2.96K | 0.00% | +58 | New |
| Colonial Trust Co | 58 | $2.96K | 0.00% | −6−9.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 70 | $3.57K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $3.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 77 | $3.92K | 0.00% | +77 | New |
| Farmers & Merchants Investments Inc | 88 | $4.49K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Larson Financial Group LLC | 104 | $5.30K | 0.00% | +49+89.1% | Added |
| Global Retirement Partners, LLC | 119 | $6.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 133 | $6.78K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 155 | $7.90K | 0.00% | −334−68.3% | Reduced |
| Private Wealth Management Group, LLC | 159 | $8.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 163 | $8.31K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 168 | $8.56K | 0.00% | +168 | New |
| Delta Asset Management LLC | 186 | $9.48K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 203 | $10.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 213 | $10.9K | 0.00% | +213 | New |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 269 | $13.7K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 276 | $14.1K | 0.00% | +2+0.7% | Added |
| WPG Advisers, LLC | 287 | $14.6K | 0.01% | −10−3.4% | Reduced |
| Hemington Wealth Management | 309 | $15.0K | 0.00% | +22+7.7% | Added |
| Creative Financial Designs Inc | 304 | $15.5K | 0.00% | +2+0.7% | Added |
| IFP Advisors, Inc | 321 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 348 | $17.0K | 0.00% | −11−3.1% | Reduced |
| Allworth Financial LP | 340 | $17.3K | 0.00% | +84+32.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 341 | $17.4K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 379 | $19.3K | 0.01% | +3+0.8% | Added |
| Bayforest Capital Ltd | 382 | $19.5K | 0.01% | +382 | New |
| Transamerica Financial Advisors, Inc. | 393 | $20.0K | 0.00% | +393 | New |
| Geneos Wealth Management Inc. | 400 | $20.4K | 0.00% | −671−62.7% | Reduced |
| NBC Securities, Inc. | 400 | $20.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $20.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 428 | $21.8K | 0.02% | +428 | New |
| Advisory Services Network, LLC | 461 | $23.5K | 0.00% | +461 | New |
| SOA Wealth Advisors, LLC. | 500 | $25.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 537 | $27.4K | 0.00% | +537 | New |
| Root Financial Partners, LLC | 537 | $27.4K | 0.00% | +537 | New |
| Smartleaf Asset Management LLC | 537 | $27.5K | 0.00% | −28−5.0% | Reduced |
| Highline Wealth Partners LLC | 541 | $27.6K | 0.01% | +541 | New |
| Toth Financial Advisory Corp | 549 | $28.0K | 0.00% | +8+1.5% | Added |
| True Wealth Design, LLC | 568 | $29.0K | 0.01% | +338+147.0% | Added |
| Parkside Financial Bank & Trust | 589 | $30.0K | 0.00% | +27+4.8% | Added |
| Investors Research Corp | 600 | $30.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 630 | $32.1K | 0.00% | +4+0.6% | Added |
| AdvisorNet Financial, Inc | 665 | $33.9K | 0.00% | +300+82.2% | Added |
| Quent Capital, LLC | 692 | $35.3K | 0.00% | +692 | New |
| Private Trust Co NA | 702 | $35.8K | 0.00% | +21+3.1% | Added |
| CX Institutional | 700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 727 | $37.0K | 0.00% | −71−8.9% | Reduced |
| Bare Financial Services, Inc | 742 | $37.8K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $38.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 778 | $39.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 786 | $40.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $41.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 825 | $42.1K | 0.00% | −120−12.7% | Reduced |
| SJS Investment Consulting Inc. | 927 | $47.3K | 0.01% | +910+5,352.9% | Added |
| Employees Retirement System of Texas | 1,008 | $51.0K | 0.00% | +1,008 | New |
| Bruce G. Allen Investments, LLC | 1,015 | $51.7K | 0.04% | −11−1.1% | Reduced |
| Point72 Europe (London) LLP | 1,086 | $55.4K | 0.00% | +1,086 | New |
| Fifth Third Bancorp | 1,091 | $55.6K | 0.00% | −305−21.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,105 | $56.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,108 | $56.5K | 0.00% | +21+1.9% | Added |
| Hantz Financial Services, Inc. | 1,158 | $59.0K | 0.00% | +568+96.3% | Added |
| CIBC Private Wealth Group, LLC | 1,228 | $62.6K | 0.00% | +999+436.2% | Added |
| Parallel Advisors, LLC | 1,250 | $63.7K | 0.00% | +126+11.2% | Added |
| Umb Bank N A | 1,293 | $65.9K | 0.00% | +7+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,303 | $66.4K | 0.00% | +27+2.1% | Added |
| Copeland Capital Management, LLC | 1,365 | $69.6K | 0.00% | −48−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,370 | $69.8K | 0.00% | +370+37.0% | Added |