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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 22,138 | $1.13M | 0.00% | −2,779−11.2% | Reduced |
| Canada Pension Plan Investment Board | 22,200 | $1.13M | 0.00% | −47,700−68.2% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.15M | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 22,571 | $1.15M | 0.33% | −312−1.4% | Reduced |
| Aaron Wealth Advisors | 23,185 | $1.18M | 0.07% | +18,076+353.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,596 | $1.20M | 0.02% | +60.0% | Added |
| State of Michigan Retirement System | 25,212 | $1.29M | 0.01% | −200−0.8% | Reduced |
| Creative Planning | 25,239 | $1.29M | 0.00% | +4,805+23.5% | Added |
| KG&L Capital Management,LLC | 25,363 | $1.29M | 0.35% | −650−2.5% | Reduced |
| Handelsbanken Fonder AB | 25,325 | $1.29M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 25,520 | $1.30M | 0.22% | +25,520 | New |
| Cambridge Investment Research Advisors, Inc. | 25,680 | $1.31M | 0.00% | −1,198−4.5% | Reduced |
| Point72 (DIFC) Ltd | 26,994 | $1.38M | 0.10% | +5,882+27.9% | Added |
| Commerce Bank | 27,118 | $1.38M | 0.01% | +26+0.1% | Added |
| HSBC Holdings PLC | 27,402 | $1.38M | 0.00% | −97,125−78.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,169 | $1.39M | 0.01% | +24+0.1% | Added |
| SG Americas Securities, LLC | 27,441 | $1.40M | 0.01% | +4,151+17.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,246 | $1.44M | 0.03% | +16,172+133.9% | Added |
| Bank of Nova Scotia | 28,264 | $1.44M | 0.00% | −5,888−17.2% | Reduced |
| Horizon Investments, LLC | 28,777 | $1.45M | 0.02% | +28,777 | New |
| State of Wisconsin Investment Board | 28,866 | $1.47M | 0.00% | +237+0.8% | Added |
| Teacher Retirement System of Texas | 28,912 | $1.47M | 0.01% | +135+0.5% | Added |
| Thrivent Financial for Lutherans | 29,478 | $1.50M | 0.00% | −13,392−31.2% | Reduced |
| Louisiana State Employees Retirement System | 29,500 | $1.50M | 0.03% | −200−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 29,600 | $1.51M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,430 | $1.52M | 0.00% | +7,979+37.2% | Added |
| Greenwood Gearhart Inc | 30,167 | $1.54M | 0.09% | −305−1.0% | Reduced |
| CI Private Wealth, LLC | 31,343 | $1.60M | 0.00% | +664+2.2% | Added |
| Point72 Hong Kong Ltd | 31,551 | $1.61M | 0.07% | +5,941+23.2% | Added |
| Greenfield Seitz Capital Management, LLC | 31,698 | $1.62M | 0.52% | −3,010−8.7% | Reduced |
| Arizona State Retirement System | 31,803 | $1.62M | 0.01% | +463+1.5% | Added |
| Yousif Capital Management, LLC | 33,292 | $1.70M | 0.02% | −2,092−5.9% | Reduced |
| CWA Asset Management Group, LLC | 33,381 | $1.70M | 0.06% | +2,608+8.5% | Added |
| Aviance Capital Partners, LLC | 33,951 | $1.73M | 0.21% | −1,687−4.7% | Reduced |
| Engineers Gate Manager LP | 33,994 | $1.73M | 0.02% | +12,048+54.9% | Added |
| Comerica Bank | 34,606 | $1.76M | 0.01% | −2,296−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.78M | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 35,435 | $1.81M | 0.02% | −4,132−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,146 | $1.84M | 0.00% | +3,246+9.9% | Added |
| Pathstone Holdings, LLC | 36,795 | $1.88M | 0.01% | +1,499+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 36,984 | $1.89M | 0.01% | +164+0.4% | Added |
| Deutsche Bank AG | 37,226 | $1.90M | 0.00% | +2,334+6.7% | Added |
| Public Employees Retirement System of Ohio | 37,667 | $1.92M | 0.01% | +184+0.5% | Added |
| Natixis Advisors, L.P. | 37,704 | $1.92M | 0.00% | −4,478−10.6% | Reduced |
| Picton Mahoney Asset Management | 37,852 | $1.93M | 0.02% | +24,319+179.7% | Added |
| CWM, LLC | 37,910 | $1.93M | 0.01% | +2,164+6.1% | Added |
| Illinois Municipal Retirement Fund | 37,944 | $1.93M | 0.02% | +8,388+28.4% | Added |
| Caxton Associates LLP | 38,854 | $1.98M | 0.05% | −7,022−15.3% | Reduced |
| Jefferies Financial Group Inc. | 39,250 | $2.00M | 0.02% | +39,250 | New |
| Numerai GP LLC | 39,492 | $2.01M | 0.28% | +39,492 | New |
| Allianz Asset Management GmbH | 39,741 | $2.03M | 0.00% | +39,741 | New |
| Buckingham Strategic Partners | 40,360 | $2.04M | 0.02% | −1,797−4.3% | Reduced |
| Sowell Financial Services LLC | 40,511 | $2.07M | 0.08% | −171−0.4% | Reduced |
| Gsa Capital Partners LLP | 41,318 | $2.11M | 0.18% | −2,174−5.0% | Reduced |
| Naviter Wealth, LLC | 41,319 | $2.11M | 0.25% | +9,862+31.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 41,436 | $2.11M | 0.03% | +41,436 | New |
| State of Tennessee, Treasury Department | 41,956 | $2.14M | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 42,000 | $2.14M | 0.46% | +42,000 | New |
| Cetera Investment Advisers | 42,447 | $2.16M | 0.00% | +5,510+14.9% | Added |
| State of New Jersey Common Pension Fund D | 42,618 | $2.17M | 0.01% | +511+1.2% | Added |
| Bank of Montreal | 43,515 | $2.22M | 0.00% | −1,406−3.1% | Reduced |
| Coldstream Capital Management Inc | 45,890 | $2.34M | 0.03% | −40.0% | Reduced |
| QSV Equity Investors LLC | 45,964 | $2.34M | 2.39% | −4,680−9.2% | Reduced |
| Baird Financial Group, Inc. | 46,462 | $2.37M | 0.00% | +491+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,660 | $2.43M | 0.02% | +6,511+15.8% | Added |
| CAPROCK Group, Inc. | 46,641 | $2.45M | 0.06% | +46,641 | New |
| Janus Henderson Group PLC | 48,087 | $2.45M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 48,373 | $2.47M | 0.02% | +74+0.2% | Added |
| Integrated Advisors Network LLC | 48,431 | $2.47M | 0.10% | +42,656+738.6% | Added |
| Cardinal Capital Management | 48,702 | $2.48M | 0.34% | +533+1.1% | Added |
| Mutual of America Capital Management LLC | 48,891 | $2.49M | 0.03% | −3,650−6.9% | Reduced |
| New York State Common Retirement Fund | 48,902 | $2.49M | 0.00% | −1,804−3.6% | Reduced |
| Morningstar Investment Management LLC | 49,498 | $2.52M | 0.09% | +49,498 | New |
| Nisa Investment Advisors, LLC | 52,781 | $2.69M | 0.01% | −70.0% | Reduced |
| Summit Trail Advisors, LLC | 53,266 | $2.72M | 0.04% | +19,831+59.3% | Added |
| Money Concepts Capital Corp | 53,339 | $2.72M | 0.17% | −240.0% | Reduced |
| De Lisle Partners LLP | 54,000 | $2.75M | 0.34% | 00.0% | Unchanged |
| MetLife Investment Management | 54,424 | $2.77M | 0.01% | −2,484−4.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 57,500 | $2.93M | 0.12% | +57,500 | New |
| ExodusPoint Capital Management, LP | 59,180 | $3.02M | 0.04% | +59,180 | New |
| MML Investors Services, LLC | 61,351 | $3.13M | 0.01% | +1,375+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 61,838 | $3.15M | 0.69% | +63+0.1% | Added |
| Ensign Peak Advisors, Inc | 65,097 | $3.32M | 0.01% | +7,305+12.6% | Added |
| Palisade Capital Management LLC | 66,446 | $3.39M | 0.09% | +2,541+4.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 67,515 | $3.44M | 0.01% | +3,781+5.9% | Added |
| Ballast Asset Management, LP | 68,830 | $3.51M | 1.60% | +17,210+33.3% | Added |
| Fieldview Capital Management, LLC | 72,727 | $3.71M | 0.61% | −15,104−17.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 72,644 | $3.78M | 0.01% | +7,351+11.3% | Added |
| Integrated Wealth Concepts LLC | 74,867 | $3.82M | 0.03% | −3,360−4.3% | Reduced |
| Inspire Advisors, LLC | 74,995 | $3.82M | 0.37% | −3,566−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 75,232 | $3.84M | 0.12% | −5,805−7.2% | Reduced |
| Quest Partners LLC | 78,731 | $4.01M | 0.26% | +30,888+64.6% | Added |
| Manufacturers Life Insurance Company, The | 79,124 | $4.03M | 0.00% | −2,819−3.4% | Reduced |
| Van Eck Associates Corp | 82,382 | $4.20M | 0.00% | +2,126+2.6% | Added |
| Nomura Holdings Inc | 82,441 | $4.20M | 0.02% | +82,441 | New |
| Price T Rowe Associates Inc | 84,950 | $4.33M | 0.00% | +5,606+7.1% | Added |
| MAI Capital Management | 85,626 | $4.37M | 0.03% | −3,815−4.3% | Reduced |
| Congress Asset Management Co | 87,174 | $4.44M | 0.03% | +1,472+1.7% | Added |
| Cerity Partners LLC | 88,205 | $4.50M | 0.01% | +18,904+27.3% | Added |
| AWH Capital, L.P. | 88,600 | $4.52M | 4.71% | 00.0% | Unchanged |