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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 10,358 | $528.1K | 0.00% | +127+1.2% | Added |
| M&T Bank Corp | 10,240 | $521.7K | 0.00% | −1,367−11.8% | Reduced |
| Mustard Seed Financial, LLC | 10,185 | $519.2K | 0.33% | −324−3.1% | Reduced |
| Park Avenue Securities LLC | 10,154 | $518.0K | 0.00% | +1,195+13.3% | Added |
| United Capital Financial Advisers, LLC | 9,877 | $503.5K | 0.00% | +9,877 | New |
| Worldquant Millennium Advisors LLC | 9,855 | $502.4K | 0.00% | +3,331+51.1% | Added |
| Public Employees Retirement Association of Colorado | 9,839 | $502.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 9,842 | $501.7K | 0.03% | +9,842 | New |
| Ilex Capital Partners (UK) LLP | 9,712 | $495.1K | 0.02% | +9,712 | New |
| Twinbeech Capital LP | 9,659 | $492.4K | 0.02% | +692+7.7% | Added |
| PharVision Advisers, LLC | 9,486 | $483.6K | 0.27% | +9,486 | New |
| R Squared Ltd | 9,089 | $463.4K | 0.20% | +1,393+18.1% | Added |
| 111 Capital | 8,998 | $458.7K | 0.09% | +8,998 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,992 | $458.4K | 0.03% | +2,212+32.6% | Added |
| Commonwealth Equity Services, LLC | 8,941 | $456.0K | 0.00% | −992−10.0% | Reduced |
| Alps Advisors Inc | 8,733 | $445.2K | 0.00% | +520+6.3% | Added |
| Fox Run Management, L.L.C. | 8,619 | $439.4K | 0.07% | −1,845−17.6% | Reduced |
| Twin Tree Management, LP | 8,541 | $435.4K | 0.02% | +8,541 | New |
| Concurrent Investment Advisors, LLC | 8,478 | $432.2K | 0.01% | +1,056+14.2% | Added |
| BKD Wealth Advisors, LLC | 8,467 | $431.6K | 0.01% | −281−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 9,465 | $430.1K | 0.01% | +1,863+24.5% | Added |
| Baker Avenue Asset Management, LP | 8,365 | $426.4K | 0.01% | +3,355+67.0% | Added |
| Regions Financial Corp | 8,304 | $423.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 8,194 | $417.7K | 0.04% | +127+1.6% | Added |
| Guggenheim Capital LLC | 7,928 | $404.2K | 0.00% | −3,019−27.6% | Reduced |
| Securian Asset Management, Inc | 7,928 | $404.2K | 0.01% | −48−0.6% | Reduced |
| HighTower Advisors, LLC | 7,854 | $400.4K | 0.00% | +581+8.0% | Added |
| Sherbrooke Park Advisers LLC | 7,850 | $400.2K | 0.19% | +7,850 | New |
| Vestcor Inc | 7,742 | $395.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 7,668 | $390.9K | 0.00% | −1,467−16.1% | Reduced |
| Advisors Capital Management, LLC | 7,355 | $375.0K | 0.00% | +15+0.2% | Added |
| Millennium Capital Advisors, LLC | 7,147 | $364.4K | 0.22% | −988−12.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,087 | $361.3K | 0.00% | +478+7.2% | Added |
| Mma Asset Management LLC | 7,083 | $361.1K | 0.12% | −458−6.1% | Reduced |
| DRW Securities, LLC | 7,025 | $358.2K | 0.02% | −2,321−24.8% | Reduced |
| D.A. Davidson & Co. | 6,948 | $354.2K | 0.00% | +1,886+37.3% | Added |
| Caitlin John, LLC | 6,791 | $346.2K | 0.24% | +27+0.4% | Added |
| Acorn Financial Advisory Services Inc | 6,689 | $341.0K | 0.05% | −904−11.9% | Reduced |
| Versant Capital Management, Inc | 6,594 | $336.2K | 0.05% | +374+6.0% | Added |
| Crossmark Global Holdings, Inc. | 6,459 | $329.3K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 6,368 | $324.6K | 0.08% | +99+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,278 | $320.1K | 0.00% | −111−1.7% | Reduced |
| Sagespring Wealth Partners, LLC | 6,261 | $319.2K | 0.01% | +735+13.3% | Added |
| Lathrop Investment Management Corp | 6,264 | $319.0K | 0.06% | −390−5.9% | Reduced |
| Ieq Capital, LLC | 6,170 | $314.6K | 0.00% | −54,495−89.8% | Reduced |
| Camden Capital, LLC | 6,169 | $314.5K | 0.02% | +6,169 | New |
| Cornerstone Wealth Management, LLC | 6,125 | $312.2K | 0.02% | −251−3.9% | Reduced |
| Venturi Wealth Management, LLC | 6,107 | $311.3K | 0.01% | +1,098+21.9% | Added |
| Callan Family Office, LLC | 5,927 | $302.2K | 0.01% | −11−0.2% | Reduced |
| 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 |
| Sym Financial Corp | 5,880 | $299.8K | 0.03% | +1,313+28.7% | Added |
| Panagora Asset Management Inc | 5,876 | $299.6K | 0.00% | −11−0.2% | Reduced |
| Evergreen Capital Management LLC | 5,857 | $298.6K | 0.01% | −285−4.6% | Reduced |
| Gotham Asset Management, LLC | 5,852 | $298.3K | 0.00% | +126+2.2% | Added |
| Private Advisor Group, LLC | 5,832 | $297.3K | 0.00% | −1,911−24.7% | Reduced |
| TCG Advisory Services, LLC | 5,766 | $294.0K | 0.01% | +5,766 | New |
| Stevens Capital Management LP | 5,678 | $289.0K | 0.04% | −943−14.2% | Reduced |
| Utah Retirement Systems | 5,641 | $287.6K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,578 | $284.4K | 0.01% | +436+8.5% | Added |
| GAMMA Investing LLC | 5,554 | $283.1K | 0.02% | +396+7.7% | Added |
| EMC Capital Management | 5,555 | $283.0K | 0.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,528 | $281.8K | 0.00% | +960+21.0% | Added |
| Puzo Michael J | 5,390 | $274.8K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,259 | $268.1K | 0.07% | −18−0.3% | Reduced |
| Quadrant Capital Group LLC | 5,228 | $266.5K | 0.01% | −84−1.6% | Reduced |
| Sivia Capital Partners, LLC | 5,205 | $265.4K | 0.07% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,183 | $264.2K | 0.14% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 5,113 | $260.7K | 0.07% | +61+1.2% | Added |
| Swiss Life Asset Management Ltd | 5,077 | $258.8K | 0.00% | +5,077 | New |
| Woodard & Co Asset Management Group Inc | 5,048 | $257.3K | 0.04% | −30,282−85.7% | Reduced |
| Maryland State Retirement & Pension System | 4,967 | $253.2K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,910 | $250.3K | 0.01% | −265−5.1% | Reduced |
| Hamilton Capital Partners Inc. | 4,813 | $245.4K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,812 | $245.3K | 0.00% | −130−2.6% | Reduced |
| US Bancorp | 4,767 | $243.0K | 0.00% | −16−0.3% | Reduced |
| Brand Asset Management Group, Inc. | 4,745 | $241.9K | 0.07% | +4,745 | New |
| Paragon Capital Management Ltd | 4,726 | $241.0K | 0.05% | −256−5.1% | Reduced |
| Savant Capital, LLC | 4,724 | $240.8K | 0.00% | +4,724 | New |
| Ritholtz Wealth Management | 4,724 | $240.8K | 0.00% | +4,724 | New |
| Azimuth Capital Investment Management LLC | 4,700 | $239.6K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,667 | $237.9K | 0.02% | +4,667 | New |
| Bank Ozk | 4,557 | $232.3K | 0.08% | +4,557 | New |
| HHM Wealth Advisors, LLC | 4,520 | $230.4K | 0.03% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,507 | $229.8K | 0.00% | +4,507 | New |
| Boothbay Fund Management, LLC | 4,475 | $228.1K | 0.01% | +4,475 | New |
| Profund Advisors LLC | 4,470 | $227.9K | 0.01% | −147−3.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,443 | $226.5K | 0.12% | −359−7.5% | Reduced |
| Waterloo Capital, L.P. | 4,423 | $225.5K | 0.02% | +49+1.1% | Added |
| Quadrature Capital Ltd | 4,269 | $217.5K | 0.00% | +4,269 | New |
| Wedmont Private Capital | 4,152 | $215.9K | 0.01% | +6+0.1% | Added |
| Associated Banc-Corp | 4,234 | $215.8K | 0.01% | +4,234 | New |
| Longboard Asset Management, LP | 4,225 | $215.4K | 0.35% | +4,225 | New |
| Inceptionr LLC | 4,191 | $213.7K | 0.05% | −1,891−31.1% | Reduced |
| First Horizon Corp | 4,151 | $211.6K | 0.01% | +4,151 | New |
| We Are One Seven, LLC | 4,140 | $211.1K | 0.00% | +4,140 | New |
| Aigen Investment Management, LP | 4,088 | $208.4K | 0.03% | −5,925−59.2% | Reduced |
| Black Maple Capital Management LP | 4,000 | $203.9K | 0.15% | +4,000 | New |
| Keebeck Alpha, LP | 3,977 | $202.7K | 0.28% | +3,977 | New |
| Principal Securities, Inc. | 3,725 | $189.9K | 0.00% | +434+13.2% | Added |