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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 26,276 | $1.21M | 0.00% | −1,988−7.0% | Reduced |
| Parrish Capital LLC | 26,486 | $1.22M | 1.10% | +26,486 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,496 | $1.22M | 0.01% | −673−2.5% | Reduced |
| Pathstone Holdings, LLC | 26,821 | $1.23M | 0.00% | −9,974−27.1% | Reduced |
| State of Wisconsin Investment Board | 27,266 | $1.25M | 0.00% | −1,600−5.5% | Reduced |
| Palogic Value Management, L.P. | 27,500 | $1.27M | 0.54% | +12,500+83.3% | Added |
| Neuberger Berman Group LLC | 29,045 | $1.34M | 0.00% | +7,100+32.4% | Added |
| Louisiana State Employees Retirement System | 29,300 | $1.35M | 0.02% | −200−0.7% | Reduced |
| Royal Bank of Canada | 29,344 | $1.35M | 0.00% | −364,985−92.6% | Reduced |
| Aquatic Capital Management LLC | 29,641 | $1.36M | 0.04% | +15,972+116.8% | Added |
| Greenwood Gearhart Inc | 29,699 | $1.37M | 0.08% | −468−1.6% | Reduced |
| Arizona State Retirement System | 29,876 | $1.37M | 0.01% | −1,927−6.1% | Reduced |
| KLP Kapitalforvaltning AS | 30,100 | $1.39M | 0.01% | +500+1.7% | Added |
| CWM, LLC | 31,034 | $1.43M | 0.00% | −6,876−18.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 31,219 | $1.44M | 0.47% | −479−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,496 | $1.45M | 0.00% | +19,398+160.3% | Added |
| Weiss Asset Management LP | 31,824 | $1.46M | 0.02% | +31,824 | New |
| QSV Equity Investors LLC | 32,827 | $1.51M | 2.23% | −13,137−28.6% | Reduced |
| TMB Capital Partners, LLC | 32,901 | $1.51M | 0.52% | +32,901 | New |
| Buckingham Strategic Partners | 33,080 | $1.52M | 0.02% | −7,280−18.0% | Reduced |
| Aviance Capital Partners, LLC | 33,482 | $1.54M | 0.18% | −469−1.4% | Reduced |
| Yousif Capital Management, LLC | 32,693 | $1.56M | 0.02% | −599−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 33,994 | $1.56M | 0.00% | −3,673−9.8% | Reduced |
| Summit Trail Advisors, LLC | 34,148 | $1.57M | 0.03% | −19,118−35.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.61M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 35,023 | $1.61M | 0.01% | +417+1.2% | Added |
| Axq Capital, LP | 35,220 | $1.62M | 0.37% | +19,816+128.6% | Added |
| Belleair Asset Management, LLC | 35,850 | $1.65M | 1.57% | +35,850 | New |
| CI Private Wealth, LLC | 35,896 | $1.65M | 0.00% | +4,553+14.5% | Added |
| Stephens Inc | 36,180 | $1.67M | 0.02% | +745+2.1% | Added |
| Thrivent Financial for Lutherans | 36,915 | $1.70M | 0.00% | +7,437+25.2% | Added |
| Federation des caisses Desjardins du Quebec | 36,954 | $1.70M | 0.01% | −30−0.1% | Reduced |
| Brevan Howard Capital Management LP | 37,272 | $1.72M | 0.03% | +22,458+151.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,973 | $1.75M | 0.00% | +1,827+5.1% | Added |
| Illinois Municipal Retirement Fund | 38,261 | $1.76M | 0.02% | +317+0.8% | Added |
| Dark Forest Capital Management LP | 38,674 | $1.78M | 0.08% | +26,183+209.6% | Added |
| Sowell Financial Services LLC | 40,914 | $1.88M | 0.07% | +403+1.0% | Added |
| Naviter Wealth, LLC | 41,319 | $1.90M | 0.25% | 00.0% | Unchanged |
| Cetera Investment Advisers | 41,430 | $1.91M | 0.00% | −1,017−2.4% | Reduced |
| Susquehanna International Group, LLP | 41,444 | $1.91M | 0.00% | −99,743−70.6% | Reduced |
| State of Tennessee, Treasury Department | 40,233 | $1.91M | 0.01% | −1,723−4.1% | Reduced |
| Nitor Capital Management LLC | 42,125 | $1.94M | 1.72% | +42,125 | New |
| Bank of Montreal | 42,880 | $1.97M | 0.00% | −635−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,122 | $1.98M | 0.04% | +14,876+52.7% | Added |
| Baird Financial Group, Inc. | 43,671 | $2.01M | 0.00% | −2,791−6.0% | Reduced |
| CAPROCK Group, Inc. | 43,745 | $2.01M | 0.04% | −2,896−6.2% | Reduced |
| Mutual of America Capital Management LLC | 44,066 | $2.03M | 0.02% | −4,825−9.9% | Reduced |
| Coldstream Capital Management Inc | 44,555 | $2.05M | 0.03% | −1,335−2.9% | Reduced |
| Prudential Financial Inc | 44,733 | $2.08M | 0.00% | −87,771−66.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,201 | $2.17M | 0.02% | −459−1.0% | Reduced |
| Engineers Gate Manager LP | 47,437 | $2.18M | 0.03% | +13,443+39.5% | Added |
| Janus Henderson Group PLC | 48,087 | $2.21M | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 48,289 | $2.22M | 0.12% | −5,050−9.5% | Reduced |
| Amalgamated Bank | 48,328 | $2.22M | 0.02% | −45−0.1% | Reduced |
| New York State Common Retirement Fund | 48,706 | $2.24M | 0.00% | −196−0.4% | Reduced |
| Cardinal Capital Management | 48,979 | $2.25M | 0.30% | +277+0.6% | Added |
| Oliver Luxxe Assets LLC | 49,178 | $2.26M | 0.34% | +49,178 | New |
| State of New Jersey Common Pension Fund D | 50,160 | $2.31M | 0.01% | +7,542+17.7% | Added |
| MetLife Investment Management | 51,749 | $2.38M | 0.01% | −2,675−4.9% | Reduced |
| Empowered Funds, LLC | 51,946 | $2.39M | 0.04% | −42,647−45.1% | Reduced |
| Creative Planning | 52,398 | $2.41M | 0.00% | +27,159+107.6% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.42M | 0.58% | +10,500+25.0% | Added |
| Nisa Investment Advisors, LLC | 52,796 | $2.43M | 0.01% | +150.0% | Added |
| Ensign Peak Advisors, Inc | 53,051 | $2.44M | 0.00% | −12,046−18.5% | Reduced |
| De Lisle Partners LLP | 54,000 | $2.48M | 0.32% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 57,500 | $2.65M | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 57,608 | $2.65M | 0.00% | +30,167+109.9% | Added |
| Qube Research & Technologies Ltd | 59,552 | $2.74M | 0.00% | −195,723−76.7% | Reduced |
| Cerity Partners LLC | 60,206 | $2.77M | 0.00% | −27,999−31.7% | Reduced |
| Palisade Capital Management LLC | 61,099 | $2.81M | 0.08% | −5,347−8.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 61,794 | $2.84M | 0.61% | −44−0.1% | Reduced |
| Gsa Capital Partners LLP | 62,139 | $2.86M | 0.25% | +20,821+50.4% | Added |
| Great West Life Assurance Co | 64,649 | $2.97M | 0.01% | −28,920−30.9% | Reduced |
| Tectonic Advisors LLC | 64,882 | $2.99M | 0.16% | +49,716+327.8% | Added |
| Lighthouse Investment Partners, LLC | 66,139 | $3.04M | 0.10% | +66,139 | New |
| Ballast Asset Management, LP | 66,605 | $3.07M | 1.45% | −2,225−3.2% | Reduced |
| Ruffer LLP | 68,063 | $3.14M | 0.14% | +68,063 | New |
| MML Investors Services, LLC | 70,999 | $3.27M | 0.01% | +9,648+15.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 69,273 | $3.29M | 0.00% | −3,371−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 74,349 | $3.42M | 0.10% | −883−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 77,442 | $3.56M | 0.00% | −1,682−2.1% | Reduced |
| PEAK6 LLC | 78,704 | $3.62M | 0.10% | +78,704 | New |
| Quest Partners LLC | 79,429 | $3.66M | 0.20% | +698+0.9% | Added |
| Inspire Advisors, LLC | 80,722 | $3.71M | 0.34% | +5,727+7.6% | Added |
| XTX Topco Ltd | 81,654 | $3.76M | 0.10% | +67,334+470.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 82,444 | $3.79M | 0.01% | +14,929+22.1% | Added |
| Marshall Wace, LLP | 82,574 | $3.80M | 0.00% | −6,043−6.8% | Reduced |
| Moody Aldrich Partners LLC | 83,900 | $3.86M | 0.72% | +83,900 | New |
| MAI Capital Management | 84,582 | $3.89M | 0.02% | −1,044−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 86,812 | $4.00M | 0.05% | −2,967−3.3% | Reduced |
| AWH Capital, L.P. | 88,600 | $4.08M | 3.76% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 89,003 | $4.10M | 0.03% | +49,753+126.8% | Added |
| Price T Rowe Associates Inc | 89,064 | $4.10M | 0.00% | +4,114+4.8% | Added |
| Jane Street Group, LLC | 89,569 | $4.12M | 0.00% | −144,160−61.7% | Reduced |
| TCW Group Inc | 89,677 | $4.13M | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 89,789 | $4.13M | 0.03% | +2,615+3.0% | Added |
| HSBC Holdings PLC | 91,598 | $4.25M | 0.00% | +64,196+234.3% | Added |
| Black Maple Capital Management LP | 92,672 | $4.26M | 3.19% | +88,672+2,216.8% | Added |
| New Age Alpha Advisors, LLC | 94,634 | $4.36M | 0.19% | +1,637+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 95,725 | $4.41M | 0.01% | −3,004−3.0% | Reduced |