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, Q4 2025
Institutional positions in Bank OZK as of Dec 31, 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
- 509
- −4 vs. Q3 2025
- Shares held
- 104.7M
- +1.74M (+1.7%) vs. Q3 2025
- Total value
- $4.82B
- −$429.4M (−8.2%) vs. Q3 2025
- New holders
- 69
- 178 more added
- Sold out
- 73
- 194 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,082,496 | $510.0M | 0.01% | −152,183−1.4% | Reduced |
| BlackRock, Inc. | 10,107,042 | $465.1M | 0.01% | +113,280+1.1% | Added |
| Wasatch Advisors Inc | 6,945,345 | $319.6M | 1.90% | −492,301−6.6% | Reduced |
| Dimensional Fund Advisors LP | 6,587,068 | $303.1M | 0.06% | +124,691+1.9% | Added |
| State Street Corp | 6,556,105 | $301.7M | 0.01% | +546,785+9.1% | Added |
| Charles Schwab Investment Management Inc | 4,554,014 | $209.6M | 0.03% | +73,920+1.6% | Added |
| American Century Companies Inc | 3,051,116 | $140.4M | 0.07% | +307,461+11.2% | Added |
| First Trust Advisors LP | 2,901,611 | $133.5M | 0.10% | +93,445+3.3% | Added |
| Geode Capital Management, LLC | 2,146,728 | $98.8M | 0.01% | +29,024+1.4% | Added |
| Van Berkom & Associates Inc. | 1,869,432 | $86.0M | 2.48% | +50,985+2.8% | Added |
| 1832 Asset Management L.P. | 1,630,645 | $75.0M | 0.10% | +1,622,977+21,165.6% | Added |
| AQR Capital Management LLC | 1,582,895 | $72.8M | 0.04% | −395,065−20.0% | Reduced |
| Morgan Stanley | 1,468,034 | $67.6M | 0.00% | −251,136−14.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,376,232 | $63.3M | 0.05% | −485,072−26.1% | Reduced |
| Norges Bank | 1,299,638 | $59.8M | 0.01% | +1,299,638 | New |
| Citadel Advisors LLC | 1,266,664 | $58.3M | 0.04% | +914,344+259.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,264,042 | $58.2M | 1.94% | +2,082+0.2% | Added |
| Wellington Management Group LLP | 1,248,030 | $57.4M | 0.01% | −937,304−42.9% | Reduced |
| Bank of New York Mellon Corp | 1,173,500 | $54.0M | 0.01% | +119,075+11.3% | Added |
| Millennium Management LLC | 1,079,074 | $49.7M | 0.04% | +180,290+20.1% | Added |
| Captrust Financial Advisors | 1,054,944 | $48.5M | 0.09% | −26,963−2.5% | Reduced |
| Northern Trust Corp | 938,955 | $43.2M | 0.01% | −43,413−4.4% | Reduced |
| Mackenzie Financial Corp | 925,953 | $43.0M | 0.05% | +137,134+17.4% | Added |
| Fairholme Capital Management LLC | 913,652 | $42.0M | 2.93% | −2,000−0.2% | Reduced |
| Renaissance Technologies LLC | 870,597 | $40.1M | 0.06% | +229,100+35.7% | Added |
| Citigroup Inc | 768,602 | $35.4M | 0.02% | +299,978+64.0% | Added |
| Kennedy Capital Management, Inc. | 740,531 | $34.1M | 0.72% | +42,592+6.1% | Added |
| ProShare Advisors LLC | 723,080 | $33.3M | 0.06% | +53,531+8.0% | Added |
| Arrowstreet Capital, Limited Partnership | 658,566 | $30.3M | 0.02% | +14,802+2.3% | Added |
| Quantinno Capital Management LP | 656,345 | $30.2M | 0.06% | −290,864−30.7% | Reduced |
| Voloridge Investment Management, LLC | 651,691 | $30.0M | 0.11% | +141,463+27.7% | Added |
| Invesco Ltd. | 651,085 | $30.0M | 0.00% | +94,590+17.0% | Added |
| Newport Trust Co | 625,411 | $28.8M | 0.07% | +32,676+5.5% | Added |
| SEI Investments Co | 605,045 | $27.8M | 0.03% | +14,428+2.4% | Added |
| Bank of America Corp | 582,016 | $26.8M | 0.00% | −102,860−15.0% | Reduced |
| Allianz Asset Management GmbH | 551,407 | $25.4M | 0.03% | +511,666+1,287.5% | Added |
| UBS Group AG | 531,843 | $24.5M | 0.00% | +63,051+13.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 483,778 | $22.3M | 0.08% | −1,715−0.4% | Reduced |
| LSV Asset Management | 469,000 | $21.6M | 0.05% | −1,106−0.2% | Reduced |
| Goldman Sachs Group Inc | 433,583 | $20.0M | 0.00% | −59,064−12.0% | Reduced |
| Tudor Investment Corp Et Al | 429,988 | $19.8M | 0.11% | −119,374−21.7% | Reduced |
| LPL Financial LLC | 410,827 | $18.9M | 0.01% | +10,543+2.6% | Added |
| Twin Lions Management LLC | 398,660 | $18.3M | 12.37% | +102,645+34.7% | Added |
| Victory Capital Management Inc | 367,880 | $16.9M | 0.01% | +17,526+5.0% | Added |
| Two Sigma Investments, LP | 362,720 | $16.7M | 0.02% | −183,159−33.6% | Reduced |
| Raymond James Financial Inc | 352,579 | $16.2M | 0.01% | −12,920−3.5% | Reduced |
| JPMorgan Chase & Co | 352,101 | $16.2M | 0.00% | +66,225+23.2% | Added |
| Hodges Capital Management Inc. | 335,846 | $15.5M | 1.33% | +228,146+211.8% | Added |
| Amundi | 325,014 | $15.0M | 0.00% | +144,743+80.3% | Added |
| Rhumbline Advisers | 323,775 | $14.9M | 0.01% | −10,601−3.2% | Reduced |
| Treasurer of the State of North Carolina | 306,250 | $14.1M | 0.05% | −3,751−1.2% | Reduced |
| UBS Asset Management Americas Inc | 299,233 | $13.8M | 0.00% | −17,743−5.6% | Reduced |
| Clearbridge Investments, LLC | 295,257 | $13.6M | 0.01% | −26,055−8.1% | Reduced |
| Cabot Wealth Management Inc | 292,592 | $13.5M | 1.49% | +707+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 284,258 | $13.4M | 0.02% | +50,258+21.5% | Added |
| Man Group plc | 276,233 | $12.7M | 0.02% | +45,306+19.6% | Added |
| Algert Global LLC | 274,164 | $12.6M | 0.20% | −38,110−12.2% | Reduced |
| Ranger Investment Management, L.P. | 273,692 | $12.6M | 0.86% | −843−0.3% | Reduced |
| Barclays PLC | 269,240 | $12.4M | 0.00% | +133,550+98.4% | Added |
| Edgestream Partners, L.P. | 266,878 | $12.3M | 0.35% | +44,413+20.0% | Added |
| Earnest Partners LLC | 266,287 | $12.3M | 0.05% | −36,539−12.1% | Reduced |
| Rice Hall James & Associates, LLC | 254,785 | $11.7M | 0.65% | −3,866−1.5% | Reduced |
| HRT Financial LP | 245,953 | $11.3M | 0.04% | +39,463+19.1% | Added |
| Weybosset Research & Management LLC | 238,131 | $11.0M | 3.38% | −2,368−1.0% | Reduced |
| Envestnet Asset Management Inc | 234,169 | $10.8M | 0.00% | +2,488+1.1% | Added |
| Brandywine Global Investment Management, LLC | 230,916 | $10.6M | 0.07% | −8,563−3.6% | Reduced |
| Principal Financial Group Inc | 229,003 | $10.5M | 0.01% | −7,494−3.2% | Reduced |
| Diamond Hill Capital Management Inc | 222,873 | $10.3M | 0.05% | +26,155+13.3% | Added |
| Quantbot Technologies LP | 219,403 | $10.1M | 0.34% | +58,022+36.0% | Added |
| Bridgewater Associates, LP | 218,318 | $10.0M | 0.04% | +112,784+106.9% | Added |
| Swiss National Bank | 211,933 | $9.75M | 0.01% | +3,600+1.7% | Added |
| Public Sector Pension Investment Board | 210,825 | $9.70M | 0.03% | +15,698+8.0% | Added |
| BNP Paribas Arbitrage, SA | 210,181 | $9.67M | 0.01% | +14,337+7.3% | Added |
| California Public Employees Retirement System | 207,169 | $9.53M | 0.01% | −5,645−2.7% | Reduced |
| Ci Investments Inc. | 190,778 | $8.78M | 0.04% | −6,634−3.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 189,226 | $8.71M | 1.80% | +189,226 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 181,118 | $8.34M | 0.02% | −11,396−5.9% | Reduced |
| Virginia Retirement Systems Et Al | 178,034 | $8.19M | 0.05% | −200−0.1% | Reduced |
| Rafferty Asset Management, LLC | 172,635 | $7.94M | 0.03% | +19,354+12.6% | Added |
| Numerai GP LLC | 165,334 | $7.61M | 0.92% | +125,842+318.7% | Added |
| Schonfeld Strategic Advisors LLC | 164,608 | $7.58M | 0.04% | −22,460−12.0% | Reduced |
| QV Investors Inc. | 159,550 | $7.34M | 0.60% | −24,200−13.2% | Reduced |
| Legal & General Group Plc | 154,290 | $7.10M | 0.00% | −14,172−8.4% | Reduced |
| Colony Group, LLC | 142,614 | $6.56M | 0.01% | +127,820+864.0% | Added |
| Nuveen, LLC | 141,636 | $6.52M | 0.00% | −6,190−4.2% | Reduced |
| Hudson Bay Capital Management LP | 140,614 | $6.47M | 0.04% | −793−0.6% | Reduced |
| Squarepoint Ops LLC | 134,391 | $6.18M | 0.01% | +134,391 | New |
| Alliancebernstein L.P. | 132,496 | $6.10M | 0.00% | −164,729−55.4% | Reduced |
| Ameriprise Financial Inc | 129,382 | $5.96M | 0.00% | −35,971−21.8% | Reduced |
| Point72 Asset Management, L.P. | 129,417 | $5.96M | 0.01% | −69,783−35.0% | Reduced |
| Verition Fund Management LLC | 128,192 | $5.90M | 0.03% | +33,895+35.9% | Added |
| Retirement Systems of Alabama | 127,076 | $5.85M | 0.02% | −917−0.7% | Reduced |
| New York State Teachers Retirement System | 126,515 | $5.82M | 0.01% | −2,557−2.0% | Reduced |
| Villanova Investment Management Co LLC | 126,297 | $5.81M | 4.10% | +517+0.4% | Added |
| Franklin Resources Inc | 125,686 | $5.78M | 0.00% | −28,647−18.6% | Reduced |
| CBOE Vest Financial, LLC | 124,363 | $5.72M | 0.07% | +16,210+15.0% | Added |
| Russell Investments Group, Ltd. | 124,077 | $5.71M | 0.01% | −16,316−11.6% | Reduced |
| Two Sigma Advisers, LP | 120,400 | $5.54M | 0.01% | −85,400−41.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 112,372 | $5.17M | 0.01% | −23,330−17.2% | Reduced |
| Wells Fargo & Company | 109,874 | $5.06M | 0.00% | −73,929−40.2% | Reduced |