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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 21 | $0 | 0.00% | +11+110.0% | Added |
| Kilter Group LLC | 1 | $47 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $92 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $112 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $138 | 0.00% | −13−81.3% | Reduced |
| MV Capital Management, Inc. | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $184 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $415 | 0.00% | −1−10.0% | Reduced |
| Sunbelt Securities, Inc. | 10 | $473 | 0.00% | −19−65.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $552 | 0.00% | +2+20.0% | Added |
| Torren Management, LLC | 14 | $632 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 14 | $645 | 0.00% | +2+16.7% | Added |
| Cromwell Holdings LLC | 15 | $690 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $691 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 17 | $782 | 0.00% | −6,774−99.7% | Reduced |
| SJS Investment Consulting Inc. | 17 | $783 | 0.00% | −910−98.2% | Reduced |
| Rothschild Investment LLC | 19 | $874 | 0.00% | +19 | New |
| Avion Wealth | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | −1−4.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 29 | $1.33K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 31 | $1.40K | 0.00% | +1+3.3% | Added |
| Comprehensive Financial Planning, Inc. | 35 | $1.61K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $1.84K | 0.00% | +40 | New |
| Gilpin Wealth Management, LLC | 40 | $1.84K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 40 | $1.87K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 46 | $2.12K | 0.00% | −109−70.3% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $2.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $2.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $2.67K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $2.76K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 69 | $3.18K | 0.00% | +69 | New |
| Strategic Wealth Partners, Ltd. | 70 | $3.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $3.22K | 0.00% | +36+105.9% | Added |
| TD Waterhouse Canada Inc. | 71 | $3.27K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 75 | $3.45K | 0.00% | +75 | New |
| IFP Advisors, Inc | 77 | $3.54K | 0.00% | −244−76.0% | Reduced |
| Sawyer & Company, Inc | 100 | $4.60K | 0.00% | +100 | New |
| Carolina Wealth Advisors, LLC | 110 | $5.06K | 0.00% | +110 | New |
| Basecamp Wealth Advisors LLC | 115 | $5.29K | 0.00% | +115 | New |
| SageView Advisory Group, LLC | 120 | $5.52K | 0.00% | +120 | New |
| Huntington National Bank | 133 | $6.12K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 138 | $6.35K | 0.00% | +138 | New |
| Private Wealth Management Group, LLC | 159 | $7.32K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 168 | $7.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 177 | $8.15K | 0.00% | +14+8.6% | Added |
| WPG Advisers, LLC | 182 | $8.38K | 0.01% | −105−36.6% | Reduced |
| AdvisorNet Financial, Inc | 185 | $8.51K | 0.00% | −480−72.2% | Reduced |
| Delta Asset Management LLC | 186 | $8.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 190 | $8.74K | 0.00% | −378−66.5% | Reduced |
| DV Trading LLC | 200 | $9.20K | 0.00% | +200 | New |
| Quarry LP | 227 | $10.4K | 0.00% | −2,296−91.0% | Reduced |
| Farmers & Merchants Investments Inc | 228 | $10.5K | 0.00% | +140+159.1% | Added |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 263 | $12.1K | 0.00% | +165+168.4% | Added |
| Rossby Financial, LCC | 265 | $12.2K | 0.00% | +265 | New |
| Keating Financial Advisory Services, Inc. | 278 | $12.8K | 0.00% | +278 | New |
| Maseco LLP | 279 | $12.8K | 0.00% | +3+1.1% | Added |
| Optima Capital LLC | 286 | $13.2K | 0.01% | +286 | New |
| Allworth Financial LP | 301 | $13.9K | 0.00% | −39−11.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 341 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 383 | $17.6K | 0.01% | +4+1.1% | Added |
| Geneos Wealth Management Inc. | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $18.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 463 | $21.3K | 0.00% | +194+72.1% | Added |
| Private Trust Co NA | 474 | $21.8K | 0.00% | −228−32.5% | Reduced |
| SOA Wealth Advisors, LLC. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 518 | $23.8K | 0.00% | +518 | New |
| Highline Wealth Partners LLC | 524 | $24.1K | 0.01% | −17−3.1% | Reduced |
| Clearstead Advisors, LLC | 540 | $24.9K | 0.00% | −568−51.3% | Reduced |
| V-Square Quantitative Management LLC | 543 | $25.0K | 0.00% | +543 | New |
| Root Financial Partners, LLC | 551 | $25.4K | 0.00% | +14+2.6% | Added |
| Toth Financial Advisory Corp | 555 | $25.5K | 0.00% | +6+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 556 | $25.6K | 0.00% | −2,109−79.1% | Reduced |
| CIBC Private Wealth Group, LLC | 564 | $26.0K | 0.00% | −664−54.1% | Reduced |
| Assetmark, Inc | 586 | $27.0K | 0.00% | −2,246−79.3% | Reduced |
| Investors Research Corp | 600 | $27.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 638 | $29.4K | 0.00% | +8+1.3% | Added |
| Quent Capital, LLC | 649 | $29.9K | 0.00% | −43−6.2% | Reduced |
| Danske Bank A/S | 700 | $32.2K | 0.00% | −20,951−96.8% | Reduced |
| CX Institutional | 725 | $33.0K | 0.00% | +25+3.6% | Added |
| Parkside Financial Bank & Trust | 739 | $34.0K | 0.00% | +150+25.5% | Added |
| Bare Financial Services, Inc | 742 | $34.1K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 766 | $35.3K | 0.03% | +384+100.5% | Added |
| Eurizon Capital SGR S.p.A. | 775 | $35.7K | 0.00% | +775 | New |
| MCF Advisors LLC | 778 | $35.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 780 | $35.9K | 0.00% | −10,471−93.1% | Reduced |
| Toronto Dominion Bank | 782 | $36.1K | 0.00% | +55+7.6% | Added |
| TD Private Client Wealth LLC | 786 | $36.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 818 | $37.6K | 0.02% | +818 | New |
| Atlantic Union Bankshares Corp | 825 | $38.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 830 | $38.2K | 0.00% | +437+111.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $43.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 953 | $43.9K | 0.01% | −848−47.1% | Reduced |
| Bruce G. Allen Investments, LLC | 976 | $44.9K | 0.03% | −39−3.8% | Reduced |