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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 88,617 | $4.52M | 0.00% | −298,060−77.1% | Reduced |
| TCW Group Inc | 89,677 | $4.57M | 0.04% | −40,500−31.1% | Reduced |
| Oppenheimer Asset Management Inc. | 89,779 | $4.58M | 0.05% | +29,491+48.9% | Added |
| Campbell & CO Investment Adviser LLC | 90,756 | $4.63M | 0.35% | +15,608+20.8% | Added |
| Mariner, LLC | 91,161 | $4.65M | 0.01% | −3,839−4.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 91,358 | $4.66M | 0.04% | +28,556+45.5% | Added |
| New Age Alpha Advisors, LLC | 92,997 | $4.74M | 0.20% | −2,000−2.1% | Reduced |
| Great West Life Assurance Co | 93,569 | $4.79M | 0.01% | −622−0.7% | Reduced |
| Verition Fund Management LLC | 94,297 | $4.81M | 0.03% | −18,449−16.4% | Reduced |
| Intech Investment Management LLC | 94,469 | $4.82M | 0.04% | +62,970+199.9% | Added |
| Empowered Funds, LLC | 94,593 | $4.82M | 0.05% | +34,767+58.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,729 | $5.03M | 0.02% | +2,591+2.7% | Added |
| California State Teachers Retirement System | 99,643 | $5.08M | 0.01% | +50.0% | Added |
| Susquehanna Fundamental Investments, LLC | 100,973 | $5.15M | 0.20% | +44,071+77.5% | Added |
| Horrell Capital Management, Inc. | 100,928 | $5.15M | 2.17% | −9,030−8.2% | Reduced |
| Bridgewater Associates, LP | 105,534 | $5.38M | 0.02% | +105,534 | New |
| South Dakota Investment Council | 105,814 | $5.39M | 0.10% | +53,900+103.8% | Added |
| Stifel Financial Corp | 107,054 | $5.46M | 0.00% | +67,766+172.5% | Added |
| Hodges Capital Management Inc. | 107,700 | $5.49M | 0.47% | +107,700 | New |
| CBOE Vest Financial, LLC | 108,153 | $5.51M | 0.07% | +16,073+17.5% | Added |
| State Board of Administration of Florida Retirement System | 109,613 | $5.59M | 0.01% | −1,396−1.3% | Reduced |
| Schroder Investment Management Group | 109,839 | $5.62M | 0.00% | +70,619+180.1% | Added |
| Los Angeles Capital Management LLC | 118,299 | $6.03M | 0.02% | +98,584+500.0% | Added |
| Villanova Investment Management Co LLC | 125,780 | $6.41M | 4.44% | +34,049+37.1% | Added |
| Retirement Systems of Alabama | 127,993 | $6.53M | 0.02% | −1,138−0.9% | Reduced |
| New York State Teachers Retirement System | 129,072 | $6.58M | 0.01% | −640−0.5% | Reduced |
| Prudential Financial Inc | 132,504 | $6.76M | 0.01% | +37,700+39.8% | Added |
| Artemis Investment Management LLP | 133,732 | $6.82M | 0.08% | −34,853−20.7% | Reduced |
| Barclays PLC | 135,690 | $6.92M | 0.00% | −25,224−15.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 135,702 | $6.92M | 0.02% | −12,413−8.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 137,240 | $7.00M | 0.03% | +13,073+10.5% | Added |
| Russell Investments Group, Ltd. | 140,393 | $7.16M | 0.01% | +19,766+16.4% | Added |
| Susquehanna International Group, LLP | 141,187 | $7.20M | 0.01% | +61,290+76.7% | Added |
| Hudson Bay Capital Management LP | 141,407 | $7.21M | 0.04% | +793+0.6% | Added |
| Nuveen, LLC | 147,826 | $7.54M | 0.00% | −84,555−36.4% | Reduced |
| AXA Investment Managers S.A. | 150,040 | $7.65M | 0.02% | +150,040 | New |
| Rafferty Asset Management, LLC | 153,281 | $7.81M | 0.03% | −24,199−13.6% | Reduced |
| Franklin Resources Inc | 154,333 | $7.87M | 0.00% | +12,043+8.5% | Added |
| Quantbot Technologies LP | 161,381 | $8.23M | 0.22% | +11,355+7.6% | Added |
| Trexquant Investment LP | 164,079 | $8.36M | 0.09% | +95,746+140.1% | Added |
| Ameriprise Financial Inc | 165,353 | $8.43M | 0.00% | +31,636+23.7% | Added |
| Legal & General Group Plc | 168,462 | $8.59M | 0.00% | −2,118−1.2% | Reduced |
| Great Lakes Advisors, LLC | 176,234 | $8.98M | 0.07% | −150,971−46.1% | Reduced |
| Virginia Retirement Systems Et Al | 178,234 | $9.09M | 0.06% | −1,100−0.6% | Reduced |
| Amundi | 180,271 | $9.31M | 0.00% | −154,781−46.2% | Reduced |
| QV Investors Inc. | 183,750 | $9.37M | 0.81% | −35,330−16.1% | Reduced |
| Wells Fargo & Company | 183,803 | $9.37M | 0.00% | −8,575−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 187,068 | $9.54M | 0.07% | +57,041+43.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 192,514 | $9.81M | 0.03% | −23,741−11.0% | Reduced |
| Public Sector Pension Investment Board | 195,127 | $9.95M | 0.04% | −1,638−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 195,844 | $9.98M | 0.01% | +17,360+9.7% | Added |
| Diamond Hill Capital Management Inc | 196,718 | $10.0M | 0.05% | −336,776−63.1% | Reduced |
| Ci Investments Inc. | 197,412 | $10.1M | 0.04% | −1,460−0.7% | Reduced |
| Point72 Asset Management, L.P. | 199,200 | $10.2M | 0.02% | −248,000−55.5% | Reduced |
| Two Sigma Advisers, LP | 205,800 | $10.5M | 0.02% | −32,600−13.7% | Reduced |
| HRT Financial LP | 206,490 | $10.5M | 0.04% | +78,911+61.9% | Added |
| Swiss National Bank | 208,333 | $10.6M | 0.01% | +3,100+1.5% | Added |
| California Public Employees Retirement System | 212,814 | $10.8M | 0.01% | +12,447+6.2% | Added |
| Edgestream Partners, L.P. | 222,465 | $11.3M | 0.33% | +30,379+15.8% | Added |
| Man Group plc | 230,927 | $11.8M | 0.02% | +49,776+27.5% | Added |
| Envestnet Asset Management Inc | 231,681 | $11.8M | 0.00% | +14,157+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 234,000 | $11.9M | 0.02% | +48,280+26.0% | Added |
| Cubist Systematic Strategies, LLC | 233,419 | $11.9M | 0.17% | +15,440+7.1% | Added |
| Jane Street Group, LLC | 233,729 | $11.9M | 0.01% | +24,835+11.9% | Added |
| Principal Financial Group Inc | 236,497 | $12.1M | 0.01% | −4,307−1.8% | Reduced |
| Brandywine Global Investment Management, LLC | 239,479 | $12.2M | 0.08% | −8,853−3.6% | Reduced |
| Weybosset Research & Management LLC | 240,499 | $12.3M | 3.96% | −968−0.4% | Reduced |
| Qube Research & Technologies Ltd | 255,275 | $13.0M | 0.02% | +255,275 | New |
| Rice Hall James & Associates, LLC | 258,651 | $13.2M | 0.72% | −22,362−8.0% | Reduced |
| Ranger Investment Management, L.P. | 274,535 | $14.0M | 0.98% | −8,405−3.0% | Reduced |
| JPMorgan Chase & Co | 285,876 | $14.6M | 0.00% | +51,171+21.8% | Added |
| Cabot Wealth Management Inc | 291,885 | $14.9M | 1.65% | −3,768−1.3% | Reduced |
| Twin Lions Management LLC | 296,015 | $15.1M | 9.93% | −44,315−13.0% | Reduced |
| Alliancebernstein L.P. | 297,225 | $15.2M | 0.00% | +23,008+8.4% | Added |
| Earnest Partners LLC | 302,826 | $15.4M | 0.07% | −13,984−4.4% | Reduced |
| Treasurer of the State of North Carolina | 310,001 | $15.8M | 0.05% | +169,159+120.1% | Added |
| Algert Global LLC | 312,274 | $15.9M | 0.27% | +4,438+1.4% | Added |
| UBS Asset Management Americas Inc | 316,976 | $16.2M | 0.00% | −149,652−32.1% | Reduced |
| Clearbridge Investments, LLC | 321,312 | $16.4M | 0.01% | +7,112+2.3% | Added |
| Rhumbline Advisers | 334,376 | $17.0M | 0.01% | +22,188+7.1% | Added |
| Victory Capital Management Inc | 350,354 | $17.9M | 0.01% | +24,752+7.6% | Added |
| Citadel Advisors LLC | 352,320 | $18.0M | 0.01% | −339,878−49.1% | Reduced |
| Raymond James Financial Inc | 365,499 | $18.6M | 0.01% | +52,777+16.9% | Added |
| Royal Bank of Canada | 394,329 | $20.1M | 0.00% | +236,236+149.4% | Added |
| LPL Financial LLC | 400,284 | $20.4M | 0.01% | +15,743+4.1% | Added |
| Citigroup Inc | 468,624 | $23.9M | 0.02% | +113,451+31.9% | Added |
| UBS Group AG | 468,792 | $23.9M | 0.00% | +112,439+31.6% | Added |
| LSV Asset Management | 470,106 | $24.0M | 0.05% | −8,900−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 485,493 | $24.8M | 0.08% | −2,192−0.4% | Reduced |
| Goldman Sachs Group Inc | 492,647 | $25.1M | 0.00% | +35,853+7.8% | Added |
| Voloridge Investment Management, LLC | 510,228 | $26.0M | 0.09% | −266,108−34.3% | Reduced |
| Two Sigma Investments, LP | 545,879 | $27.8M | 0.04% | +6,318+1.2% | Added |
| Tudor Investment Corp Et Al | 549,362 | $28.0M | 0.18% | +130,963+31.3% | Added |
| Invesco Ltd. | 556,495 | $28.4M | 0.00% | −10,075−1.8% | Reduced |
| Balyasny Asset Management LLC | 589,147 | $30.0M | 0.06% | −204,650−25.8% | Reduced |
| SEI Investments Co | 590,617 | $30.1M | 0.03% | +128,984+27.9% | Added |
| Newport Trust Co | 592,735 | $30.2M | 0.07% | −88,958−13.0% | Reduced |
| Renaissance Technologies LLC | 641,497 | $32.7M | 0.04% | +40,700+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 643,764 | $32.8M | 0.02% | −51,192−7.4% | Reduced |
| ProShare Advisors LLC | 669,549 | $34.1M | 0.07% | −114,843−14.6% | Reduced |