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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 109,613 | $5.04M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 109,510 | $5.04M | 0.10% | +3,696+3.5% | Added |
| Great Lakes Advisors, LLC | 108,830 | $5.01M | 0.04% | −67,404−38.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 104,268 | $4.80M | 0.04% | +12,910+14.1% | Added |
| Jump Financial, LLC | 104,013 | $4.79M | 0.06% | +104,013 | New |
| Trexquant Investment LP | 103,164 | $4.75M | 0.04% | −60,915−37.1% | Reduced |
| California State Teachers Retirement System | 101,355 | $4.66M | 0.00% | +1,712+1.7% | Added |
| Horrell Capital Management, Inc. | 97,570 | $4.49M | 1.96% | −3,358−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 96,327 | $4.43M | 0.21% | +5,571+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 95,725 | $4.41M | 0.01% | −3,004−3.0% | Reduced |
| New Age Alpha Advisors, LLC | 94,634 | $4.36M | 0.19% | +1,637+1.8% | Added |
| Black Maple Capital Management LP | 92,672 | $4.26M | 3.19% | +88,672+2,216.8% | Added |
| HSBC Holdings PLC | 91,598 | $4.25M | 0.00% | +64,196+234.3% | Added |
| Congress Asset Management Co | 89,789 | $4.13M | 0.03% | +2,615+3.0% | Added |
| TCW Group Inc | 89,677 | $4.13M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 89,569 | $4.12M | 0.00% | −144,160−61.7% | Reduced |
| Price T Rowe Associates Inc | 89,064 | $4.10M | 0.00% | +4,114+4.8% | Added |
| Jefferies Financial Group Inc. | 89,003 | $4.10M | 0.03% | +49,753+126.8% | Added |
| AWH Capital, L.P. | 88,600 | $4.08M | 3.76% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 86,812 | $4.00M | 0.05% | −2,967−3.3% | Reduced |
| MAI Capital Management | 84,582 | $3.89M | 0.02% | −1,044−1.2% | Reduced |
| Moody Aldrich Partners LLC | 83,900 | $3.86M | 0.72% | +83,900 | New |
| Marshall Wace, LLP | 82,574 | $3.80M | 0.00% | −6,043−6.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 82,444 | $3.79M | 0.01% | +14,929+22.1% | Added |
| XTX Topco Ltd | 81,654 | $3.76M | 0.10% | +67,334+470.2% | Added |
| Inspire Advisors, LLC | 80,722 | $3.71M | 0.34% | +5,727+7.6% | Added |
| Quest Partners LLC | 79,429 | $3.66M | 0.20% | +698+0.9% | Added |
| PEAK6 LLC | 78,704 | $3.62M | 0.10% | +78,704 | New |
| Manufacturers Life Insurance Company, The | 77,442 | $3.56M | 0.00% | −1,682−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 74,349 | $3.42M | 0.10% | −883−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 69,273 | $3.29M | 0.00% | −3,371−4.6% | Reduced |
| MML Investors Services, LLC | 70,999 | $3.27M | 0.01% | +9,648+15.7% | Added |
| Ruffer LLP | 68,063 | $3.14M | 0.14% | +68,063 | New |
| Ballast Asset Management, LP | 66,605 | $3.07M | 1.45% | −2,225−3.2% | Reduced |
| Lighthouse Investment Partners, LLC | 66,139 | $3.04M | 0.10% | +66,139 | New |
| Tectonic Advisors LLC | 64,882 | $2.99M | 0.16% | +49,716+327.8% | Added |
| Great West Life Assurance Co | 64,649 | $2.97M | 0.01% | −28,920−30.9% | Reduced |
| Gsa Capital Partners LLP | 62,139 | $2.86M | 0.25% | +20,821+50.4% | Added |
| Legacy Capital Wealth Partners, LLC | 61,794 | $2.84M | 0.61% | −44−0.1% | Reduced |
| Palisade Capital Management LLC | 61,099 | $2.81M | 0.08% | −5,347−8.0% | Reduced |
| Cerity Partners LLC | 60,206 | $2.77M | 0.00% | −27,999−31.7% | Reduced |
| Qube Research & Technologies Ltd | 59,552 | $2.74M | 0.00% | −195,723−76.7% | Reduced |
| SG Americas Securities, LLC | 57,608 | $2.65M | 0.00% | +30,167+109.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 57,500 | $2.65M | 0.11% | 00.0% | Unchanged |
| De Lisle Partners LLP | 54,000 | $2.48M | 0.32% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 53,051 | $2.44M | 0.00% | −12,046−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 52,796 | $2.43M | 0.01% | +150.0% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.42M | 0.58% | +10,500+25.0% | Added |
| Creative Planning | 52,398 | $2.41M | 0.00% | +27,159+107.6% | Added |
| Empowered Funds, LLC | 51,946 | $2.39M | 0.04% | −42,647−45.1% | Reduced |
| MetLife Investment Management | 51,749 | $2.38M | 0.01% | −2,675−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 50,160 | $2.31M | 0.01% | +7,542+17.7% | Added |
| Oliver Luxxe Assets LLC | 49,178 | $2.26M | 0.34% | +49,178 | New |
| Cardinal Capital Management | 48,979 | $2.25M | 0.30% | +277+0.6% | Added |
| New York State Common Retirement Fund | 48,706 | $2.24M | 0.00% | −196−0.4% | Reduced |
| Amalgamated Bank | 48,328 | $2.22M | 0.02% | −45−0.1% | Reduced |
| Money Concepts Capital Corp | 48,289 | $2.22M | 0.12% | −5,050−9.5% | Reduced |
| Janus Henderson Group PLC | 48,087 | $2.21M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 47,437 | $2.18M | 0.03% | +13,443+39.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,201 | $2.17M | 0.02% | −459−1.0% | Reduced |
| Prudential Financial Inc | 44,733 | $2.08M | 0.00% | −87,771−66.2% | Reduced |
| Coldstream Capital Management Inc | 44,555 | $2.05M | 0.03% | −1,335−2.9% | Reduced |
| Mutual of America Capital Management LLC | 44,066 | $2.03M | 0.02% | −4,825−9.9% | Reduced |
| CAPROCK Group, Inc. | 43,745 | $2.01M | 0.04% | −2,896−6.2% | Reduced |
| Baird Financial Group, Inc. | 43,671 | $2.01M | 0.00% | −2,791−6.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,122 | $1.98M | 0.04% | +14,876+52.7% | Added |
| Bank of Montreal | 42,880 | $1.97M | 0.00% | −635−1.5% | Reduced |
| Nitor Capital Management LLC | 42,125 | $1.94M | 1.72% | +42,125 | New |
| State of Tennessee, Treasury Department | 40,233 | $1.91M | 0.01% | −1,723−4.1% | Reduced |
| Susquehanna International Group, LLP | 41,444 | $1.91M | 0.00% | −99,743−70.6% | Reduced |
| Cetera Investment Advisers | 41,430 | $1.91M | 0.00% | −1,017−2.4% | Reduced |
| Naviter Wealth, LLC | 41,319 | $1.90M | 0.25% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 40,914 | $1.88M | 0.07% | +403+1.0% | Added |
| Dark Forest Capital Management LP | 38,674 | $1.78M | 0.08% | +26,183+209.6% | Added |
| Illinois Municipal Retirement Fund | 38,261 | $1.76M | 0.02% | +317+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,973 | $1.75M | 0.00% | +1,827+5.1% | Added |
| Brevan Howard Capital Management LP | 37,272 | $1.72M | 0.03% | +22,458+151.6% | Added |
| Federation des caisses Desjardins du Quebec | 36,954 | $1.70M | 0.01% | −30−0.1% | Reduced |
| Thrivent Financial for Lutherans | 36,915 | $1.70M | 0.00% | +7,437+25.2% | Added |
| Stephens Inc | 36,180 | $1.67M | 0.02% | +745+2.1% | Added |
| CI Private Wealth, LLC | 35,896 | $1.65M | 0.00% | +4,553+14.5% | Added |
| Belleair Asset Management, LLC | 35,850 | $1.65M | 1.57% | +35,850 | New |
| Axq Capital, LP | 35,220 | $1.62M | 0.37% | +19,816+128.6% | Added |
| Comerica Bank | 35,023 | $1.61M | 0.01% | +417+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.61M | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 34,148 | $1.57M | 0.03% | −19,118−35.9% | Reduced |
| Public Employees Retirement System of Ohio | 33,994 | $1.56M | 0.00% | −3,673−9.8% | Reduced |
| Yousif Capital Management, LLC | 32,693 | $1.56M | 0.02% | −599−1.8% | Reduced |
| Aviance Capital Partners, LLC | 33,482 | $1.54M | 0.18% | −469−1.4% | Reduced |
| Buckingham Strategic Partners | 33,080 | $1.52M | 0.02% | −7,280−18.0% | Reduced |
| TMB Capital Partners, LLC | 32,901 | $1.51M | 0.52% | +32,901 | New |
| QSV Equity Investors LLC | 32,827 | $1.51M | 2.23% | −13,137−28.6% | Reduced |
| Weiss Asset Management LP | 31,824 | $1.46M | 0.02% | +31,824 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,496 | $1.45M | 0.00% | +19,398+160.3% | Added |
| Greenfield Seitz Capital Management, LLC | 31,219 | $1.44M | 0.47% | −479−1.5% | Reduced |
| CWM, LLC | 31,034 | $1.43M | 0.00% | −6,876−18.1% | Reduced |
| KLP Kapitalforvaltning AS | 30,100 | $1.39M | 0.01% | +500+1.7% | Added |
| Arizona State Retirement System | 29,876 | $1.37M | 0.01% | −1,927−6.1% | Reduced |
| Greenwood Gearhart Inc | 29,699 | $1.37M | 0.08% | −468−1.6% | Reduced |
| Aquatic Capital Management LLC | 29,641 | $1.36M | 0.04% | +15,972+116.8% | Added |