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 |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 977 | $45.0K | 0.00% | −388−28.4% | Reduced |
| SRS Capital Advisors, Inc. | 978 | $45.0K | 0.00% | −16,492−94.4% | Reduced |
| Acadian Asset Management LLC | 1,006 | $46.0K | 0.00% | −14,776−93.6% | Reduced |
| Atlas Capital Advisors LLC | 1,020 | $46.9K | 0.01% | +1,020 | New |
| Fifth Third Bancorp | 1,095 | $50.4K | 0.00% | +4+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,118 | $51.5K | 0.00% | −185−14.2% | Reduced |
| NBC Securities, Inc. | 1,291 | $59.4K | 0.00% | +891+222.8% | Added |
| Caitong International Asset Management Co., Ltd | 1,365 | $62.8K | 0.02% | +937+218.9% | Added |
| Nomura Asset Management Co Ltd | 1,370 | $63.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,387 | $63.8K | 0.00% | −435−23.9% | Reduced |
| TCTC Holdings, LLC | 1,400 | $64.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,427 | $65.7K | 0.00% | +177+14.2% | Added |
| Reyes Financial Architecture, Inc. | 1,439 | $66.2K | 0.04% | −11−0.8% | Reduced |
| Larson Financial Group LLC | 1,535 | $70.6K | 0.00% | +1,431+1,376.0% | Added |
| Hantz Financial Services, Inc. | 1,582 | $73.0K | 0.00% | +424+36.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,616 | $74.0K | 0.00% | +511+46.2% | Added |
| Umb Bank N A | 1,627 | $74.9K | 0.00% | +334+25.8% | Added |
| Covestor Ltd | 1,729 | $80.0K | 0.04% | −13−0.7% | Reduced |
| Redmont Wealth Advisors LLC | 1,748 | $80.4K | 0.12% | −12,072−87.4% | Reduced |
| Signaturefd, LLC | 1,868 | $86.0K | 0.00% | −51−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,096 | $96.5K | 0.00% | −172−7.6% | Reduced |
| American Wealth Advisors, LLC | 2,507 | $115.4K | 0.11% | +24+1.0% | Added |
| Global Retirement Partners, LLC | 2,524 | $116.2K | 0.00% | +2,405+2,021.0% | Added |
| STRS Ohio | 2,556 | $117.6K | 0.00% | +4+0.2% | Added |
| CWM Advisors, LLC | 3,207 | $147.6K | 0.01% | +3,207 | New |
| KBC Group NV | 3,298 | $152.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,564 | $165.9K | 0.01% | +3,027+563.7% | Added |
| American National Bank | 3,620 | $166.6K | 0.02% | −4,574−55.8% | Reduced |
| Farther Finance Advisors, LLC | 3,789 | $174.4K | 0.00% | +1,509+66.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,917 | $180.3K | 0.02% | +3,917 | New |
| First Horizon Corp | 4,151 | $191.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,350 | $200.2K | 0.00% | −374−7.9% | Reduced |
| Sanctuary Advisors, LLC | 4,354 | $200.4K | 0.00% | +4,354 | New |
| State of Wyoming | 4,372 | $201.2K | 0.02% | +1,938+79.6% | Added |
| Hamilton Capital Partners Inc. | 4,411 | $203.0K | 0.01% | −402−8.4% | Reduced |
| Wedmont Private Capital | 4,355 | $204.5K | 0.01% | +203+4.9% | Added |
| Jones Financial Companies LLLP | 4,481 | $206.2K | 0.00% | +1,830+69.0% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $208.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,641 | $213.6K | 0.01% | +171+3.8% | Added |
| EMC Capital Management | 4,722 | $217.0K | 0.10% | −833−15.0% | Reduced |
| Paragon Capital Management Ltd | 4,773 | $219.7K | 0.04% | +47+1.0% | Added |
| US Bancorp | 4,778 | $219.9K | 0.00% | +11+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 4,798 | $221.0K | 0.05% | −461−8.8% | Reduced |
| Private Advisor Group, LLC | 4,834 | $222.5K | 0.00% | −998−17.1% | Reduced |
| Sagespring Wealth Partners, LLC | 4,925 | $226.7K | 0.00% | −1,336−21.3% | Reduced |
| Voleon Capital Management LP | 4,944 | $227.5K | 0.00% | +4,944 | New |
| Maryland State Retirement & Pension System | 4,967 | $228.6K | 0.00% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 4,482 | $229.9K | 0.11% | +39+0.9% | Added |
| Swiss Life Asset Management Ltd | 5,077 | $233.6K | 0.00% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 5,136 | $236.3K | 0.11% | +23+0.4% | Added |
| Baker Avenue Asset Management, LP | 5,169 | $237.9K | 0.01% | −3,196−38.2% | Reduced |
| Stevens Capital Management LP | 5,174 | $238.0K | 0.08% | −504−8.9% | Reduced |
| TCG Advisory Services, LLC | 5,173 | $238.1K | 0.01% | −593−10.3% | Reduced |
| Azimuth Capital Investment Management LLC | 5,200 | $239.3K | 0.01% | +500+10.6% | Added |
| nVerses Capital, LLC | 5,234 | $240.9K | 0.54% | +5,234 | New |
| MQS Management LLC | 5,243 | $241.3K | 0.14% | +5,243 | New |
| Arcus Capital Partners, LLC | 5,372 | $247.2K | 0.09% | +5,372 | New |
| Puzo Michael J | 5,390 | $248.0K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,397 | $248.4K | 0.01% | −157−2.8% | Reduced |
| Quadrant Capital Group LLC | 5,446 | $250.6K | 0.01% | +218+4.2% | Added |
| Bank of Nova Scotia Trust Co | 5,569 | $256.3K | 0.02% | +5,569 | New |
| Utah Retirement Systems | 5,641 | $259.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,692 | $262.0K | 0.00% | +3,253+133.4% | Added |
| Gotham Asset Management, LLC | 5,700 | $262.3K | 0.00% | −152−2.6% | Reduced |
| Aaron Wealth Advisors | 5,743 | $264.3K | 0.01% | −17,442−75.2% | Reduced |
| Millennium Capital Advisors, LLC | 5,864 | $269.9K | 0.16% | −1,283−18.0% | Reduced |
| Panagora Asset Management Inc | 5,866 | $270.0K | 0.00% | −10−0.2% | Reduced |
| Forum Financial Management, LP | 5,902 | $271.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,939 | $273.3K | 0.12% | +5,939 | New |
| Callan Family Office, LLC | 6,071 | $279.4K | 0.01% | +144+2.4% | Added |
| Prelude Capital Management, LLC | 6,108 | $281.1K | 0.02% | +1,441+30.9% | Added |
| Sigma Planning Corp | 6,291 | $289.5K | 0.01% | +713+12.8% | Added |
| Sterling Capital Management LLC | 6,313 | $290.5K | 0.00% | −6,843−52.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,350 | $292.2K | 0.00% | −109−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 6,403 | $294.7K | 0.02% | +278+4.5% | Added |
| Legacy Capital Group California, Inc. | 6,427 | $295.8K | 0.07% | +59+0.9% | Added |
| Kestra Advisory Services, LLC | 6,481 | $298.3K | 0.00% | +953+17.2% | Added |
| The PNC Financial Services Group, Inc. | 6,508 | $299.5K | 0.00% | −579−8.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,630 | $304.6K | 0.01% | −2,835−30.0% | Reduced |
| D.A. Davidson & Co. | 6,635 | $305.4K | 0.00% | −313−4.5% | Reduced |
| National Bank of Canada | 6,753 | $310.6K | 0.00% | +5,094+307.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,787 | $312.0K | 0.00% | +509+8.1% | Added |
| Regions Financial Corp | 6,784 | $312.2K | 0.00% | −1,520−18.3% | Reduced |
| Lathrop Investment Management Corp | 6,841 | $315.0K | 0.06% | +577+9.2% | Added |
| Oxford Asset Management LLP | 7,039 | $323.9K | 0.11% | +7,039 | New |
| Mma Asset Management LLC | 7,083 | $326.0K | 0.12% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,355 | $338.5K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,474 | $344.0K | 0.02% | −40,957−84.6% | Reduced |
| Versant Capital Management, Inc | 7,505 | $345.4K | 0.04% | +911+13.8% | Added |
| Walleye Capital LLC | 7,684 | $353.6K | 0.00% | +5,086+195.8% | Added |
| Securian Asset Management, Inc | 7,694 | $354.1K | 0.01% | −234−3.0% | Reduced |
| Guggenheim Capital LLC | 7,700 | $354.4K | 0.00% | −228−2.9% | Reduced |
| Vestcor Inc | 7,742 | $356.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,770 | $357.6K | 0.00% | +7,770 | New |
| Acorn Financial Advisory Services Inc | 7,789 | $358.5K | 0.05% | +1,100+16.4% | Added |
| Inscription Capital, LLC | 7,865 | $361.9K | 0.04% | −9,141−53.8% | Reduced |
| Sagewood Asset Management LP | 7,956 | $366.1K | 0.13% | +7,956 | New |
| Glenmede Trust Co NA | 8,144 | $374.8K | 0.00% | +8,144 | New |
| United Capital Financial Advisers, LLC | 8,246 | $379.5K | 0.00% | −1,631−16.5% | Reduced |
| BKD Wealth Advisors, LLC | 8,467 | $389.7K | 0.01% | 00.0% | Unchanged |