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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 3,561 | $182.0K | 0.02% | −4,674−56.8% | Reduced |
| Mather Group, LLC. | 3,503 | $178.6K | 0.00% | +3,503 | New |
| Cullen/Frost Bankers, Inc. | 3,392 | $172.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,298 | $168.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,027 | $154.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,832 | $144.4K | 0.00% | +1,325+87.9% | Added |
| Jones Financial Companies LLLP | 2,651 | $137.9K | 0.00% | +174+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,665 | $135.9K | 0.00% | +2,109+379.3% | Added |
| Walleye Capital LLC | 2,598 | $132.4K | 0.00% | −1,202−31.6% | Reduced |
| STRS Ohio | 2,552 | $130.1K | 0.00% | −38,511−93.8% | Reduced |
| Quarry LP | 2,523 | $128.6K | 0.03% | +50+2.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,511 | $128.0K | 0.02% | −1,548−38.1% | Reduced |
| American Wealth Advisors, LLC | 2,483 | $126.6K | 0.13% | +2,483 | New |
| Rockefeller Capital Management L.P. | 2,439 | $124.3K | 0.00% | +2,439 | New |
| State of Wyoming | 2,434 | $124.1K | 0.01% | −8,588−77.9% | Reduced |
| Abich Financial Wealth Management LLC | 2,337 | $119.1K | 0.04% | +2,337 | New |
| Farther Finance Advisors, LLC | 2,280 | $116.2K | 0.00% | +745+48.5% | Added |
| Tower Research Capital LLC (TRC) | 2,268 | $115.6K | 0.00% | −3,192−58.5% | Reduced |
| Signaturefd, LLC | 1,919 | $97.8K | 0.00% | −24−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,822 | $92.9K | 0.00% | +33+1.8% | Added |
| Essential Partners LLC | 1,801 | $91.8K | 0.03% | +270+17.6% | Added |
| Covestor Ltd | 1,742 | $90.0K | 0.05% | +1,211+228.1% | Added |
| National Bank of Canada | 1,659 | $84.5K | 0.00% | −233−12.3% | Reduced |
| Reyes Financial Architecture, Inc. | 1,450 | $73.9K | 0.05% | +408+39.2% | Added |
| TCTC Holdings, LLC | 1,400 | $71.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,387 | $70.6K | 0.02% | +1,387 | New |
| Nomura Asset Management Co Ltd | 1,370 | $69.8K | 0.00% | +370+37.0% | Added |
| Copeland Capital Management, LLC | 1,365 | $69.6K | 0.00% | −48−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,303 | $66.4K | 0.00% | +27+2.1% | Added |
| Umb Bank N A | 1,293 | $65.9K | 0.00% | +7+0.5% | Added |
| Parallel Advisors, LLC | 1,250 | $63.7K | 0.00% | +126+11.2% | Added |
| CIBC Private Wealth Group, LLC | 1,228 | $62.6K | 0.00% | +999+436.2% | Added |
| Hantz Financial Services, Inc. | 1,158 | $59.0K | 0.00% | +568+96.3% | Added |
| Clearstead Advisors, LLC | 1,108 | $56.5K | 0.00% | +21+1.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,105 | $56.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,091 | $55.6K | 0.00% | −305−21.8% | Reduced |
| Point72 Europe (London) LLP | 1,086 | $55.4K | 0.00% | +1,086 | New |
| Bruce G. Allen Investments, LLC | 1,015 | $51.7K | 0.04% | −11−1.1% | Reduced |
| Employees Retirement System of Texas | 1,008 | $51.0K | 0.00% | +1,008 | New |
| SJS Investment Consulting Inc. | 927 | $47.3K | 0.01% | +910+5,352.9% | Added |
| Atlantic Union Bankshares Corp | 825 | $42.1K | 0.00% | −120−12.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $41.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 786 | $40.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 778 | $39.7K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 744 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 742 | $37.8K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 727 | $37.0K | 0.00% | −71−8.9% | Reduced |
| CX Institutional | 700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 702 | $35.8K | 0.00% | +21+3.1% | Added |
| Quent Capital, LLC | 692 | $35.3K | 0.00% | +692 | New |
| AdvisorNet Financial, Inc | 665 | $33.9K | 0.00% | +300+82.2% | Added |
| GWM Advisors LLC | 630 | $32.1K | 0.00% | +4+0.6% | Added |
| Investors Research Corp | 600 | $30.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 589 | $30.0K | 0.00% | +27+4.8% | Added |
| True Wealth Design, LLC | 568 | $29.0K | 0.01% | +338+147.0% | Added |
| Toth Financial Advisory Corp | 549 | $28.0K | 0.00% | +8+1.5% | Added |
| Highline Wealth Partners LLC | 541 | $27.6K | 0.01% | +541 | New |
| Smartleaf Asset Management LLC | 537 | $27.5K | 0.00% | −28−5.0% | Reduced |
| Bokf, NA | 537 | $27.4K | 0.00% | +537 | New |
| Root Financial Partners, LLC | 537 | $27.4K | 0.00% | +537 | New |
| SOA Wealth Advisors, LLC. | 500 | $25.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 461 | $23.5K | 0.00% | +461 | New |
| Caitong International Asset Management Co., Ltd | 428 | $21.8K | 0.02% | +428 | New |
| Key Financial Inc | 410 | $20.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $20.4K | 0.00% | −671−62.7% | Reduced |
| NBC Securities, Inc. | 400 | $20.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 393 | $20.0K | 0.00% | +393 | New |
| Bayforest Capital Ltd | 382 | $19.5K | 0.01% | +382 | New |
| Team Financial Group, LLC | 379 | $19.3K | 0.01% | +3+0.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 341 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $17.3K | 0.00% | +84+32.8% | Added |
| Bessemer Group Inc | 348 | $17.0K | 0.00% | −11−3.1% | Reduced |
| IFP Advisors, Inc | 321 | $16.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 304 | $15.5K | 0.00% | +2+0.7% | Added |
| Hemington Wealth Management | 309 | $15.0K | 0.00% | +22+7.7% | Added |
| WPG Advisers, LLC | 287 | $14.6K | 0.01% | −10−3.4% | Reduced |
| Maseco LLP | 276 | $14.1K | 0.00% | +2+0.7% | Added |
| CoreCap Advisors, LLC | 269 | $13.7K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 213 | $10.9K | 0.00% | +213 | New |
| Binnacle Investments Inc | 203 | $10.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 186 | $9.48K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 168 | $8.56K | 0.00% | +168 | New |
| Massmutual Trust Co FSB | 163 | $8.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 159 | $8.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 155 | $7.90K | 0.00% | −334−68.3% | Reduced |
| Huntington National Bank | 133 | $6.78K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $6.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $5.30K | 0.00% | +49+89.1% | Added |
| CBIZ Investment Advisory Services, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Farmers & Merchants Investments Inc | 88 | $4.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 77 | $3.92K | 0.00% | +77 | New |
| TD Waterhouse Canada Inc. | 71 | $3.61K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 70 | $3.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $2.96K | 0.00% | −6−9.4% | Reduced |
| Millstone Evans Group, LLC | 58 | $2.96K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 56 | $2.85K | 0.00% | −69−55.2% | Reduced |
| ZRC Wealth Management, LLC | 55 | $2.80K | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 51 | $2.60K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $2.50K | 0.00% | +49 | New |