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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 96,327 | $4.43M | 0.21% | +5,571+6.1% | Added |
| Horrell Capital Management, Inc. | 97,570 | $4.49M | 1.96% | −3,358−3.3% | Reduced |
| California State Teachers Retirement System | 101,355 | $4.66M | 0.00% | +1,712+1.7% | Added |
| Trexquant Investment LP | 103,164 | $4.75M | 0.04% | −60,915−37.1% | Reduced |
| Jump Financial, LLC | 104,013 | $4.79M | 0.06% | +104,013 | New |
| B. Metzler seel. Sohn & Co. AG | 104,268 | $4.80M | 0.04% | +12,910+14.1% | Added |
| Great Lakes Advisors, LLC | 108,830 | $5.01M | 0.04% | −67,404−38.2% | Reduced |
| South Dakota Investment Council | 109,510 | $5.04M | 0.10% | +3,696+3.5% | Added |
| State Board of Administration of Florida Retirement System | 109,613 | $5.04M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 109,874 | $5.06M | 0.00% | −73,929−40.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 112,372 | $5.17M | 0.01% | −23,330−17.2% | Reduced |
| Two Sigma Advisers, LP | 120,400 | $5.54M | 0.01% | −85,400−41.5% | Reduced |
| Russell Investments Group, Ltd. | 124,077 | $5.71M | 0.01% | −16,316−11.6% | Reduced |
| CBOE Vest Financial, LLC | 124,363 | $5.72M | 0.07% | +16,210+15.0% | Added |
| Franklin Resources Inc | 125,686 | $5.78M | 0.00% | −28,647−18.6% | Reduced |
| Villanova Investment Management Co LLC | 126,297 | $5.81M | 4.10% | +517+0.4% | Added |
| New York State Teachers Retirement System | 126,515 | $5.82M | 0.01% | −2,557−2.0% | Reduced |
| Retirement Systems of Alabama | 127,076 | $5.85M | 0.02% | −917−0.7% | Reduced |
| Verition Fund Management LLC | 128,192 | $5.90M | 0.03% | +33,895+35.9% | Added |
| Point72 Asset Management, L.P. | 129,417 | $5.96M | 0.01% | −69,783−35.0% | Reduced |
| Ameriprise Financial Inc | 129,382 | $5.96M | 0.00% | −35,971−21.8% | Reduced |
| Alliancebernstein L.P. | 132,496 | $6.10M | 0.00% | −164,729−55.4% | Reduced |
| Squarepoint Ops LLC | 134,391 | $6.18M | 0.01% | +134,391 | New |
| Hudson Bay Capital Management LP | 140,614 | $6.47M | 0.04% | −793−0.6% | Reduced |
| Nuveen, LLC | 141,636 | $6.52M | 0.00% | −6,190−4.2% | Reduced |
| Colony Group, LLC | 142,614 | $6.56M | 0.01% | +127,820+864.0% | Added |
| Legal & General Group Plc | 154,290 | $7.10M | 0.00% | −14,172−8.4% | Reduced |
| QV Investors Inc. | 159,550 | $7.34M | 0.60% | −24,200−13.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 164,608 | $7.58M | 0.04% | −22,460−12.0% | Reduced |
| Numerai GP LLC | 165,334 | $7.61M | 0.92% | +125,842+318.7% | Added |
| Rafferty Asset Management, LLC | 172,635 | $7.94M | 0.03% | +19,354+12.6% | Added |
| Virginia Retirement Systems Et Al | 178,034 | $8.19M | 0.05% | −200−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 181,118 | $8.34M | 0.02% | −11,396−5.9% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 189,226 | $8.71M | 1.80% | +189,226 | New |
| Ci Investments Inc. | 190,778 | $8.78M | 0.04% | −6,634−3.4% | Reduced |
| California Public Employees Retirement System | 207,169 | $9.53M | 0.01% | −5,645−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 210,181 | $9.67M | 0.01% | +14,337+7.3% | Added |
| Public Sector Pension Investment Board | 210,825 | $9.70M | 0.03% | +15,698+8.0% | Added |
| Swiss National Bank | 211,933 | $9.75M | 0.01% | +3,600+1.7% | Added |
| Bridgewater Associates, LP | 218,318 | $10.0M | 0.04% | +112,784+106.9% | Added |
| Quantbot Technologies LP | 219,403 | $10.1M | 0.34% | +58,022+36.0% | Added |
| Diamond Hill Capital Management Inc | 222,873 | $10.3M | 0.05% | +26,155+13.3% | Added |
| Principal Financial Group Inc | 229,003 | $10.5M | 0.01% | −7,494−3.2% | Reduced |
| Brandywine Global Investment Management, LLC | 230,916 | $10.6M | 0.07% | −8,563−3.6% | Reduced |
| Envestnet Asset Management Inc | 234,169 | $10.8M | 0.00% | +2,488+1.1% | Added |
| Weybosset Research & Management LLC | 238,131 | $11.0M | 3.38% | −2,368−1.0% | Reduced |
| HRT Financial LP | 245,953 | $11.3M | 0.04% | +39,463+19.1% | Added |
| Rice Hall James & Associates, LLC | 254,785 | $11.7M | 0.65% | −3,866−1.5% | Reduced |
| Earnest Partners LLC | 266,287 | $12.3M | 0.05% | −36,539−12.1% | Reduced |
| Edgestream Partners, L.P. | 266,878 | $12.3M | 0.35% | +44,413+20.0% | Added |
| Barclays PLC | 269,240 | $12.4M | 0.00% | +133,550+98.4% | Added |
| Ranger Investment Management, L.P. | 273,692 | $12.6M | 0.86% | −843−0.3% | Reduced |
| Algert Global LLC | 274,164 | $12.6M | 0.20% | −38,110−12.2% | Reduced |
| Man Group plc | 276,233 | $12.7M | 0.02% | +45,306+19.6% | Added |
| Allspring Global Investments Holdings, LLC | 284,258 | $13.4M | 0.02% | +50,258+21.5% | Added |
| Cabot Wealth Management Inc | 292,592 | $13.5M | 1.49% | +707+0.2% | Added |
| Clearbridge Investments, LLC | 295,257 | $13.6M | 0.01% | −26,055−8.1% | Reduced |
| UBS Asset Management Americas Inc | 299,233 | $13.8M | 0.00% | −17,743−5.6% | Reduced |
| Treasurer of the State of North Carolina | 306,250 | $14.1M | 0.05% | −3,751−1.2% | Reduced |
| Rhumbline Advisers | 323,775 | $14.9M | 0.01% | −10,601−3.2% | Reduced |
| Amundi | 325,014 | $15.0M | 0.00% | +144,743+80.3% | Added |
| Hodges Capital Management Inc. | 335,846 | $15.5M | 1.33% | +228,146+211.8% | Added |
| JPMorgan Chase & Co | 352,101 | $16.2M | 0.00% | +66,225+23.2% | Added |
| Raymond James Financial Inc | 352,579 | $16.2M | 0.01% | −12,920−3.5% | Reduced |
| Two Sigma Investments, LP | 362,720 | $16.7M | 0.02% | −183,159−33.6% | Reduced |
| Victory Capital Management Inc | 367,880 | $16.9M | 0.01% | +17,526+5.0% | Added |
| Twin Lions Management LLC | 398,660 | $18.3M | 12.37% | +102,645+34.7% | Added |
| LPL Financial LLC | 410,827 | $18.9M | 0.01% | +10,543+2.6% | Added |
| Tudor Investment Corp Et Al | 429,988 | $19.8M | 0.11% | −119,374−21.7% | Reduced |
| Goldman Sachs Group Inc | 433,583 | $20.0M | 0.00% | −59,064−12.0% | Reduced |
| LSV Asset Management | 469,000 | $21.6M | 0.05% | −1,106−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 483,778 | $22.3M | 0.08% | −1,715−0.4% | Reduced |
| UBS Group AG | 531,843 | $24.5M | 0.00% | +63,051+13.4% | Added |
| Allianz Asset Management GmbH | 551,407 | $25.4M | 0.03% | +511,666+1,287.5% | Added |
| Bank of America Corp | 582,016 | $26.8M | 0.00% | −102,860−15.0% | Reduced |
| SEI Investments Co | 605,045 | $27.8M | 0.03% | +14,428+2.4% | Added |
| Newport Trust Co | 625,411 | $28.8M | 0.07% | +32,676+5.5% | Added |
| Invesco Ltd. | 651,085 | $30.0M | 0.00% | +94,590+17.0% | Added |
| Voloridge Investment Management, LLC | 651,691 | $30.0M | 0.11% | +141,463+27.7% | Added |
| Quantinno Capital Management LP | 656,345 | $30.2M | 0.06% | −290,864−30.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 658,566 | $30.3M | 0.02% | +14,802+2.3% | Added |
| ProShare Advisors LLC | 723,080 | $33.3M | 0.06% | +53,531+8.0% | Added |
| Kennedy Capital Management, Inc. | 740,531 | $34.1M | 0.72% | +42,592+6.1% | Added |
| Citigroup Inc | 768,602 | $35.4M | 0.02% | +299,978+64.0% | Added |
| Renaissance Technologies LLC | 870,597 | $40.1M | 0.06% | +229,100+35.7% | Added |
| Fairholme Capital Management LLC | 913,652 | $42.0M | 2.93% | −2,000−0.2% | Reduced |
| Mackenzie Financial Corp | 925,953 | $43.0M | 0.05% | +137,134+17.4% | Added |
| Northern Trust Corp | 938,955 | $43.2M | 0.01% | −43,413−4.4% | Reduced |
| Captrust Financial Advisors | 1,054,944 | $48.5M | 0.09% | −26,963−2.5% | Reduced |
| Millennium Management LLC | 1,079,074 | $49.7M | 0.04% | +180,290+20.1% | Added |
| Bank of New York Mellon Corp | 1,173,500 | $54.0M | 0.01% | +119,075+11.3% | Added |
| Wellington Management Group LLP | 1,248,030 | $57.4M | 0.01% | −937,304−42.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,264,042 | $58.2M | 1.94% | +2,082+0.2% | Added |
| Citadel Advisors LLC | 1,266,664 | $58.3M | 0.04% | +914,344+259.5% | Added |
| Norges Bank | 1,299,638 | $59.8M | 0.01% | +1,299,638 | New |
| D. E. Shaw & Co., Inc. | 1,376,232 | $63.3M | 0.05% | −485,072−26.1% | Reduced |
| Morgan Stanley | 1,468,034 | $67.6M | 0.00% | −251,136−14.6% | Reduced |
| AQR Capital Management LLC | 1,582,895 | $72.8M | 0.04% | −395,065−20.0% | Reduced |
| 1832 Asset Management L.P. | 1,630,645 | $75.0M | 0.10% | +1,622,977+21,165.6% | Added |
| Van Berkom & Associates Inc. | 1,869,432 | $86.0M | 2.48% | +50,985+2.8% | Added |