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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 29,344 | $1.35M | 0.00% | −364,985−92.6% | Reduced |
| Louisiana State Employees Retirement System | 29,300 | $1.35M | 0.02% | −200−0.7% | Reduced |
| Neuberger Berman Group LLC | 29,045 | $1.34M | 0.00% | +7,100+32.4% | Added |
| Palogic Value Management, L.P. | 27,500 | $1.27M | 0.54% | +12,500+83.3% | Added |
| State of Wisconsin Investment Board | 27,266 | $1.25M | 0.00% | −1,600−5.5% | Reduced |
| Pathstone Holdings, LLC | 26,821 | $1.23M | 0.00% | −9,974−27.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,496 | $1.22M | 0.01% | −673−2.5% | Reduced |
| Parrish Capital LLC | 26,486 | $1.22M | 1.10% | +26,486 | New |
| Bank of Nova Scotia | 26,276 | $1.21M | 0.00% | −1,988−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,206 | $1.21M | 0.00% | +526+2.0% | Added |
| Commerce Bank | 25,563 | $1.18M | 0.01% | −1,555−5.7% | Reduced |
| Handelsbanken Fonder AB | 25,325 | $1.17M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,099 | $1.16M | 0.01% | −69,370−73.4% | Reduced |
| State of Michigan Retirement System | 25,012 | $1.15M | 0.01% | −200−0.8% | Reduced |
| Legato Capital Management LLC | 24,679 | $1.14M | 0.10% | +24,679 | New |
| Advisor Group Holdings, Inc. | 23,851 | $1.10M | 0.00% | −5,579−19.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,690 | $1.09M | 0.01% | +94+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 23,459 | $1.08M | 0.01% | +23,459 | New |
| Lazard Asset Management LLC | 23,404 | $1.08M | 0.00% | +1,266+5.7% | Added |
| Parallax Volatility Advisers, L.P. | 23,290 | $1.07M | 0.03% | +23,290 | New |
| Worldquant Millennium Advisors LLC | 22,964 | $1.06M | 0.00% | +13,109+133.0% | Added |
| Stifel Financial Corp | 22,587 | $1.04M | 0.00% | −84,467−78.9% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.03M | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 21,791 | $1.00M | 0.07% | +10,556+94.0% | Added |
| Susquehanna Fundamental Investments, LLC | 21,737 | $1.00M | 0.03% | −79,236−78.5% | Reduced |
| Wincap Financial LLC | 21,666 | $997.1K | 0.68% | +528+2.5% | Added |
| Simmons Bank | 21,574 | $992.8K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LLP | 21,509 | $989.8K | 0.02% | −17,345−44.6% | Reduced |
| Harbor Advisors LLC | 21,455 | $987.4K | 0.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,395 | $985.0K | 0.04% | +21,395 | New |
| Oregon Public Employees Retirement Fund | 21,144 | $973.0K | 0.01% | −200−0.9% | Reduced |
| Burney Co | 20,541 | $945.3K | 0.03% | −1,378−6.3% | Reduced |
| Janney Montgomery Scott LLC | 20,502 | $944.0K | 0.00% | +1,723+9.2% | Added |
| First Manhattan Co | 20,421 | $939.8K | 0.00% | −25−0.1% | Reduced |
| Freestone Grove Partners LP | 20,365 | $937.2K | 0.01% | +15,858+351.9% | Added |
| Truist Financial Corp | 19,807 | $911.5K | 0.00% | +1,406+7.6% | Added |
| Cookson Peirce & Co Inc | 19,562 | $900.2K | 0.04% | +2,460+14.4% | Added |
| HighTower Advisors, LLC | 19,332 | $889.7K | 0.00% | +11,478+146.1% | Added |
| Federated Hermes, Inc. | 18,892 | $869.4K | 0.00% | −1,141−5.7% | Reduced |
| DRW Securities, LLC | 18,843 | $867.2K | 0.07% | +11,818+168.2% | Added |
| Evolve Private Wealth, LLC | 18,814 | $865.8K | 0.05% | +18,814 | New |
| BTC Capital Management, Inc. | 18,632 | $858.0K | 0.06% | +930+5.3% | Added |
| Concurrent Investment Advisors, LLC | 18,071 | $831.6K | 0.01% | +9,593+113.2% | Added |
| Balyasny Asset Management LLC | 17,911 | $824.3K | 0.00% | −571,236−97.0% | Reduced |
| Elo Mutual Pension Insurance Co | 17,571 | $808.6K | 0.01% | +6,245+55.1% | Added |
| Aviso Financial Inc. | 17,542 | $807.3K | 0.03% | +23+0.1% | Added |
| Atria Investments LLC | 17,497 | $805.2K | 0.01% | +4,775+37.5% | Added |
| IMC-Chicago, LLC | 17,474 | $804.2K | 0.01% | +17,474 | New |
| Pictet Asset Management Holding SA | 17,166 | $790.0K | 0.00% | +1,119+7.0% | Added |
| Teacher Retirement System of Texas | 16,990 | $781.9K | 0.00% | −11,922−41.2% | Reduced |
| Toroso Investments, LLC | 16,954 | $780.2K | 0.00% | −3,639−17.7% | Reduced |
| M&T Bank Corp | 16,685 | $767.8K | 0.00% | +6,445+62.9% | Added |
| Level Four Advisory Services, LLC | 16,383 | $754.0K | 0.02% | −433−2.6% | Reduced |
| Financial Management, Inc. | 15,975 | $735.1K | 0.70% | +15,975 | New |
| DekaBank Deutsche Girozentrale | 14,738 | $734.0K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 15,884 | $731.0K | 0.30% | +2,798+21.4% | Added |
| State of Alaska, Department of Revenue | 15,365 | $706.0K | 0.01% | −806−5.0% | Reduced |
| Unison Advisors LLC | 15,242 | $701.4K | 0.06% | +143+0.9% | Added |
| denkapparat Operations GmbH | 15,170 | $698.1K | 0.38% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,422 | $687.0K | 0.00% | −102,877−87.0% | Reduced |
| Naples Global Advisors, LLC | 14,770 | $679.7K | 0.05% | −171−1.1% | Reduced |
| JustInvest LLC | 14,743 | $678.5K | 0.01% | −981−6.2% | Reduced |
| Natixis Advisors, L.P. | 14,601 | $672.0K | 0.00% | −23,103−61.3% | Reduced |
| CSS LLC | 14,527 | $668.5K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,241 | $655.4K | 0.01% | +8,384+143.1% | Added |
| Capital Fund Management S.A. | 14,059 | $647.0K | 0.01% | +14,059 | New |
| Graham Capital Management, L.P. | 13,693 | $630.2K | 0.02% | −563−3.9% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $630.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,551 | $623.6K | 0.01% | −1,371−9.2% | Reduced |
| Xponance, Inc. | 12,834 | $590.6K | 0.00% | −1,961−13.3% | Reduced |
| Mercer Global Advisors Inc | 12,767 | $587.5K | 0.00% | −3,977−23.8% | Reduced |
| Pacer Advisors, Inc. | 12,661 | $582.7K | 0.00% | −7,697−37.8% | Reduced |
| Mach-1 Financial Group, Inc. | 12,645 | $581.9K | 0.12% | +12,645 | New |
| Gilliland Jeter Wealth Management LLC | 12,607 | $580.2K | 0.18% | +12+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,090 | $556.4K | 0.02% | −3,125−20.5% | Reduced |
| Militia Capital Partners, LP | 12,000 | $552.2K | 0.21% | +12,000 | New |
| Kera Capital Partners, Inc. | 11,336 | $539.1K | 0.07% | +236+2.1% | Added |
| FMR LLC | 11,543 | $531.2K | 0.00% | +1,151+11.1% | Added |
| Inceptionr LLC | 11,285 | $519.3K | 0.14% | +7,094+169.3% | Added |
| Burns Matteson Capital Management, LLC | 11,113 | $511.4K | 0.21% | +11,113 | New |
| Merit Financial Group, LLC | 11,080 | $509.9K | 0.00% | −932−7.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,079 | $509.9K | 0.00% | +721+7.0% | Added |
| Senvest Management, LLC | 11,000 | $506.2K | 0.02% | +11,000 | New |
| Arkansas Financial Group, Inc. | 10,989 | $505.7K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,982 | $505.6K | 0.01% | +578+5.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $502.5K | 0.08% | 00.0% | Unchanged |
| Agp Franklin, LLC | 10,911 | $502.1K | 0.24% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,776 | $496.0K | 0.00% | +622+6.1% | Added |
| Voya Investment Management LLC | 10,719 | $493.3K | 0.00% | −48−0.4% | Reduced |
| Entropy Technologies, LP | 10,694 | $492.1K | 0.03% | −3,225−23.2% | Reduced |
| RSM US Wealth Management LLC | 10,415 | $484.7K | 0.01% | −2,283−18.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $484.3K | 0.06% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 10,483 | $482.0K | 0.91% | +24+0.2% | Added |
| Deutsche Bank AG | 10,333 | $475.5K | 0.00% | −26,893−72.2% | Reduced |
| Syon Capital LLC | 10,221 | $470.4K | 0.02% | −3,930−27.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,115 | $465.5K | 0.00% | −4,366−30.1% | Reduced |
| EP Wealth Advisors, LLC | 9,871 | $454.3K | 0.00% | +9,871 | New |
| Public Employees Retirement Association of Colorado | 9,839 | $453.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 9,842 | $452.9K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 9,742 | $448.3K | 0.03% | +83+0.9% | Added |