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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 2,146,728 | $98.8M | 0.01% | +29,024+1.4% | Added |
| First Trust Advisors LP | 2,901,611 | $133.5M | 0.10% | +93,445+3.3% | Added |
| American Century Companies Inc | 3,051,116 | $140.4M | 0.07% | +307,461+11.2% | Added |
| Charles Schwab Investment Management Inc | 4,554,014 | $209.6M | 0.03% | +73,920+1.6% | Added |
| State Street Corp | 6,556,105 | $301.7M | 0.01% | +546,785+9.1% | Added |
| Dimensional Fund Advisors LP | 6,587,068 | $303.1M | 0.06% | +124,691+1.9% | Added |
| Wasatch Advisors Inc | 6,945,345 | $319.6M | 1.90% | −492,301−6.6% | Reduced |
| BlackRock, Inc. | 10,107,042 | $465.1M | 0.01% | +113,280+1.1% | Added |
| Vanguard Group Inc | 11,082,496 | $510.0M | 0.01% | −152,183−1.4% | Reduced |
| Berkley W R Corp | 0 | $0 | 0.00% | −703,000−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −137,240−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −133,732−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −109,839−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −82,441−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −82,382−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −74,867−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −72,727−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,180−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −49,498−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −41,436−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −37,852−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −33,381−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −28,777−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,520−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −25,363−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −22,571−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −15,575−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −14,317−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,281−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −11,635−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −9,712−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,486−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −9,089−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −8,998−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −8,992−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,619−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,850−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −4,812−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −4,557−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| Mendel Capital Management LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |