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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,387 | $70.6K | 0.02% | +1,387 | New |
| TCTC Holdings, LLC | 1,400 | $71.4K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,450 | $73.9K | 0.05% | +408+39.2% | Added |
| National Bank of Canada | 1,659 | $84.5K | 0.00% | −233−12.3% | Reduced |
| Covestor Ltd | 1,742 | $90.0K | 0.05% | +1,211+228.1% | Added |
| Essential Partners LLC | 1,801 | $91.8K | 0.03% | +270+17.6% | Added |
| EverSource Wealth Advisors, LLC | 1,822 | $92.9K | 0.00% | +33+1.8% | Added |
| Signaturefd, LLC | 1,919 | $97.8K | 0.00% | −24−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,268 | $115.6K | 0.00% | −3,192−58.5% | Reduced |
| Farther Finance Advisors, LLC | 2,280 | $116.2K | 0.00% | +745+48.5% | Added |
| Abich Financial Wealth Management LLC | 2,337 | $119.1K | 0.04% | +2,337 | New |
| State of Wyoming | 2,434 | $124.1K | 0.01% | −8,588−77.9% | Reduced |
| Rockefeller Capital Management L.P. | 2,439 | $124.3K | 0.00% | +2,439 | New |
| American Wealth Advisors, LLC | 2,483 | $126.6K | 0.13% | +2,483 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,511 | $128.0K | 0.02% | −1,548−38.1% | Reduced |
| Quarry LP | 2,523 | $128.6K | 0.03% | +50+2.0% | Added |
| STRS Ohio | 2,552 | $130.1K | 0.00% | −38,511−93.8% | Reduced |
| Walleye Capital LLC | 2,598 | $132.4K | 0.00% | −1,202−31.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,665 | $135.9K | 0.00% | +2,109+379.3% | Added |
| Jones Financial Companies LLLP | 2,651 | $137.9K | 0.00% | +174+7.0% | Added |
| Assetmark, Inc | 2,832 | $144.4K | 0.00% | +1,325+87.9% | Added |
| Globeflex Capital L P | 3,027 | $154.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,298 | $168.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,392 | $172.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,503 | $178.6K | 0.00% | +3,503 | New |
| Shell Asset Management Co | 3,561 | $182.0K | 0.02% | −4,674−56.8% | Reduced |
| Principal Securities, Inc. | 3,725 | $189.9K | 0.00% | +434+13.2% | Added |
| Keebeck Alpha, LP | 3,977 | $202.7K | 0.28% | +3,977 | New |
| Black Maple Capital Management LP | 4,000 | $203.9K | 0.15% | +4,000 | New |
| Aigen Investment Management, LP | 4,088 | $208.4K | 0.03% | −5,925−59.2% | Reduced |
| We Are One Seven, LLC | 4,140 | $211.1K | 0.00% | +4,140 | New |
| First Horizon Corp | 4,151 | $211.6K | 0.01% | +4,151 | New |
| Inceptionr LLC | 4,191 | $213.7K | 0.05% | −1,891−31.1% | Reduced |
| Longboard Asset Management, LP | 4,225 | $215.4K | 0.35% | +4,225 | New |
| Associated Banc-Corp | 4,234 | $215.8K | 0.01% | +4,234 | New |
| Wedmont Private Capital | 4,152 | $215.9K | 0.01% | +6+0.1% | Added |
| Quadrature Capital Ltd | 4,269 | $217.5K | 0.00% | +4,269 | New |
| Waterloo Capital, L.P. | 4,423 | $225.5K | 0.02% | +49+1.1% | Added |
| BlackDiamond Wealth Management Inc. | 4,443 | $226.5K | 0.12% | −359−7.5% | Reduced |
| Profund Advisors LLC | 4,470 | $227.9K | 0.01% | −147−3.2% | Reduced |
| Boothbay Fund Management, LLC | 4,475 | $228.1K | 0.01% | +4,475 | New |
| Freestone Grove Partners LP | 4,507 | $229.8K | 0.00% | +4,507 | New |
| HHM Wealth Advisors, LLC | 4,520 | $230.4K | 0.03% | 00.0% | Unchanged |
| Bank Ozk | 4,557 | $232.3K | 0.08% | +4,557 | New |
| Prelude Capital Management, LLC | 4,667 | $237.9K | 0.02% | +4,667 | New |
| Azimuth Capital Investment Management LLC | 4,700 | $239.6K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,724 | $240.8K | 0.00% | +4,724 | New |
| Ritholtz Wealth Management | 4,724 | $240.8K | 0.00% | +4,724 | New |
| Paragon Capital Management Ltd | 4,726 | $241.0K | 0.05% | −256−5.1% | Reduced |
| Brand Asset Management Group, Inc. | 4,745 | $241.9K | 0.07% | +4,745 | New |
| US Bancorp | 4,767 | $243.0K | 0.00% | −16−0.3% | Reduced |
| Vident Advisory, LLC | 4,812 | $245.3K | 0.00% | −130−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 4,813 | $245.4K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,910 | $250.3K | 0.01% | −265−5.1% | Reduced |
| Maryland State Retirement & Pension System | 4,967 | $253.2K | 0.01% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 5,048 | $257.3K | 0.04% | −30,282−85.7% | Reduced |
| Swiss Life Asset Management Ltd | 5,077 | $258.8K | 0.00% | +5,077 | New |
| Forefront Wealth Partners, LLC | 5,113 | $260.7K | 0.07% | +61+1.2% | Added |
| Mendel Capital Management LLC | 5,183 | $264.2K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,205 | $265.4K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,228 | $266.5K | 0.01% | −84−1.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,259 | $268.1K | 0.07% | −18−0.3% | Reduced |
| Puzo Michael J | 5,390 | $274.8K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,528 | $281.8K | 0.00% | +960+21.0% | Added |
| EMC Capital Management | 5,555 | $283.0K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,554 | $283.1K | 0.02% | +396+7.7% | Added |
| Sigma Planning Corp | 5,578 | $284.4K | 0.01% | +436+8.5% | Added |
| Utah Retirement Systems | 5,641 | $287.6K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,678 | $289.0K | 0.04% | −943−14.2% | Reduced |
| TCG Advisory Services, LLC | 5,766 | $294.0K | 0.01% | +5,766 | New |
| Private Advisor Group, LLC | 5,832 | $297.3K | 0.00% | −1,911−24.7% | Reduced |
| Gotham Asset Management, LLC | 5,852 | $298.3K | 0.00% | +126+2.2% | Added |
| Evergreen Capital Management LLC | 5,857 | $298.6K | 0.01% | −285−4.6% | Reduced |
| Panagora Asset Management Inc | 5,876 | $299.6K | 0.00% | −11−0.2% | Reduced |
| Sym Financial Corp | 5,880 | $299.8K | 0.03% | +1,313+28.7% | Added |
| Forum Financial Management, LP | 5,902 | $300.9K | 0.00% | +506+9.4% | Added |
| Farringdon Capital, Ltd. | 5,902 | $300.9K | 0.08% | +5,902 | New |
| Callan Family Office, LLC | 5,927 | $302.2K | 0.01% | −11−0.2% | Reduced |
| Venturi Wealth Management, LLC | 6,107 | $311.3K | 0.01% | +1,098+21.9% | Added |
| Cornerstone Wealth Management, LLC | 6,125 | $312.2K | 0.02% | −251−3.9% | Reduced |
| Camden Capital, LLC | 6,169 | $314.5K | 0.02% | +6,169 | New |
| Ieq Capital, LLC | 6,170 | $314.6K | 0.00% | −54,495−89.8% | Reduced |
| Lathrop Investment Management Corp | 6,264 | $319.0K | 0.06% | −390−5.9% | Reduced |
| Sagespring Wealth Partners, LLC | 6,261 | $319.2K | 0.01% | +735+13.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,278 | $320.1K | 0.00% | −111−1.7% | Reduced |
| Legacy Capital Group California, Inc. | 6,368 | $324.6K | 0.08% | +99+1.6% | Added |
| Crossmark Global Holdings, Inc. | 6,459 | $329.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,594 | $336.2K | 0.05% | +374+6.0% | Added |
| Acorn Financial Advisory Services Inc | 6,689 | $341.0K | 0.05% | −904−11.9% | Reduced |
| Caitlin John, LLC | 6,791 | $346.2K | 0.24% | +27+0.4% | Added |
| D.A. Davidson & Co. | 6,948 | $354.2K | 0.00% | +1,886+37.3% | Added |
| DRW Securities, LLC | 7,025 | $358.2K | 0.02% | −2,321−24.8% | Reduced |
| Mma Asset Management LLC | 7,083 | $361.1K | 0.12% | −458−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,087 | $361.3K | 0.00% | +478+7.2% | Added |
| Millennium Capital Advisors, LLC | 7,147 | $364.4K | 0.22% | −988−12.1% | Reduced |
| Advisors Capital Management, LLC | 7,355 | $375.0K | 0.00% | +15+0.2% | Added |
| 1832 Asset Management L.P. | 7,668 | $390.9K | 0.00% | −1,467−16.1% | Reduced |
| Vestcor Inc | 7,742 | $395.0K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,850 | $400.2K | 0.19% | +7,850 | New |
| HighTower Advisors, LLC | 7,854 | $400.4K | 0.00% | +581+8.0% | Added |