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 |
|---|---|---|---|---|---|
| Mustard Seed Financial, LLC | 9,612 | $442.3K | 0.28% | −573−5.6% | Reduced |
| Cynosure Management, LLC | 9,448 | $434.8K | 0.04% | +9,448 | New |
| Pallas Capital Advisors LLC | 9,166 | $421.8K | 0.01% | −3,106−25.3% | Reduced |
| Nomura Asset Management International Inc. | 8,880 | $409.0K | 0.00% | +8,880 | New |
| Alps Advisors Inc | 8,830 | $406.4K | 0.00% | +97+1.1% | Added |
| Winton Group Ltd | 8,703 | $400.5K | 0.01% | +8,703 | New |
| Mariner, LLC | 8,775 | $400.1K | 0.00% | −82,386−90.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,684 | $399.6K | 0.00% | +5,292+156.0% | Added |
| Commonwealth Equity Services, LLC | 8,497 | $391.0K | 0.00% | −444−5.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,467 | $389.7K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,246 | $379.5K | 0.00% | −1,631−16.5% | Reduced |
| Glenmede Trust Co NA | 8,144 | $374.8K | 0.00% | +8,144 | New |
| Sagewood Asset Management LP | 7,956 | $366.1K | 0.13% | +7,956 | New |
| Inscription Capital, LLC | 7,865 | $361.9K | 0.04% | −9,141−53.8% | Reduced |
| Acorn Financial Advisory Services Inc | 7,789 | $358.5K | 0.05% | +1,100+16.4% | Added |
| Sequoia Financial Advisors, LLC | 7,770 | $357.6K | 0.00% | +7,770 | New |
| Vestcor Inc | 7,742 | $356.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,700 | $354.4K | 0.00% | −228−2.9% | Reduced |
| Securian Asset Management, Inc | 7,694 | $354.1K | 0.01% | −234−3.0% | Reduced |
| Walleye Capital LLC | 7,684 | $353.6K | 0.00% | +5,086+195.8% | Added |
| Versant Capital Management, Inc | 7,505 | $345.4K | 0.04% | +911+13.8% | Added |
| Integrated Advisors Network LLC | 7,474 | $344.0K | 0.02% | −40,957−84.6% | Reduced |
| Advisors Capital Management, LLC | 7,355 | $338.5K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 7,083 | $326.0K | 0.12% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 7,039 | $323.9K | 0.11% | +7,039 | New |
| Lathrop Investment Management Corp | 6,841 | $315.0K | 0.06% | +577+9.2% | Added |
| Regions Financial Corp | 6,784 | $312.2K | 0.00% | −1,520−18.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,787 | $312.0K | 0.00% | +509+8.1% | Added |
| National Bank of Canada | 6,753 | $310.6K | 0.00% | +5,094+307.1% | Added |
| D.A. Davidson & Co. | 6,635 | $305.4K | 0.00% | −313−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,630 | $304.6K | 0.01% | −2,835−30.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,508 | $299.5K | 0.00% | −579−8.2% | Reduced |
| Kestra Advisory Services, LLC | 6,481 | $298.3K | 0.00% | +953+17.2% | Added |
| Legacy Capital Group California, Inc. | 6,427 | $295.8K | 0.07% | +59+0.9% | Added |
| Cornerstone Wealth Management, LLC | 6,403 | $294.7K | 0.02% | +278+4.5% | Added |
| Crossmark Global Holdings, Inc. | 6,350 | $292.2K | 0.00% | −109−1.7% | Reduced |
| Sterling Capital Management LLC | 6,313 | $290.5K | 0.00% | −6,843−52.0% | Reduced |
| Sigma Planning Corp | 6,291 | $289.5K | 0.01% | +713+12.8% | Added |
| Prelude Capital Management, LLC | 6,108 | $281.1K | 0.02% | +1,441+30.9% | Added |
| Callan Family Office, LLC | 6,071 | $279.4K | 0.01% | +144+2.4% | Added |
| Aster Capital Management (DIFC) Ltd | 5,939 | $273.3K | 0.12% | +5,939 | New |
| Forum Financial Management, LP | 5,902 | $271.6K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,866 | $270.0K | 0.00% | −10−0.2% | Reduced |
| Millennium Capital Advisors, LLC | 5,864 | $269.9K | 0.16% | −1,283−18.0% | Reduced |
| Aaron Wealth Advisors | 5,743 | $264.3K | 0.01% | −17,442−75.2% | Reduced |
| Gotham Asset Management, LLC | 5,700 | $262.3K | 0.00% | −152−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 5,692 | $262.0K | 0.00% | +3,253+133.4% | Added |
| Utah Retirement Systems | 5,641 | $259.6K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,569 | $256.3K | 0.02% | +5,569 | New |
| Quadrant Capital Group LLC | 5,446 | $250.6K | 0.01% | +218+4.2% | Added |
| GAMMA Investing LLC | 5,397 | $248.4K | 0.01% | −157−2.8% | Reduced |
| Puzo Michael J | 5,390 | $248.0K | 0.07% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,372 | $247.2K | 0.09% | +5,372 | New |
| MQS Management LLC | 5,243 | $241.3K | 0.14% | +5,243 | New |
| nVerses Capital, LLC | 5,234 | $240.9K | 0.54% | +5,234 | New |
| Azimuth Capital Investment Management LLC | 5,200 | $239.3K | 0.01% | +500+10.6% | Added |
| TCG Advisory Services, LLC | 5,173 | $238.1K | 0.01% | −593−10.3% | Reduced |
| Stevens Capital Management LP | 5,174 | $238.0K | 0.08% | −504−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 5,169 | $237.9K | 0.01% | −3,196−38.2% | Reduced |
| Forefront Wealth Partners, LLC | 5,136 | $236.3K | 0.11% | +23+0.4% | Added |
| Swiss Life Asset Management Ltd | 5,077 | $233.6K | 0.00% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 4,482 | $229.9K | 0.11% | +39+0.9% | Added |
| Maryland State Retirement & Pension System | 4,967 | $228.6K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 4,944 | $227.5K | 0.00% | +4,944 | New |
| Sagespring Wealth Partners, LLC | 4,925 | $226.7K | 0.00% | −1,336−21.3% | Reduced |
| Private Advisor Group, LLC | 4,834 | $222.5K | 0.00% | −998−17.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,798 | $221.0K | 0.05% | −461−8.8% | Reduced |
| US Bancorp | 4,778 | $219.9K | 0.00% | +11+0.2% | Added |
| Paragon Capital Management Ltd | 4,773 | $219.7K | 0.04% | +47+1.0% | Added |
| EMC Capital Management | 4,722 | $217.0K | 0.10% | −833−15.0% | Reduced |
| Profund Advisors LLC | 4,641 | $213.6K | 0.01% | +171+3.8% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $208.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,481 | $206.2K | 0.00% | +1,830+69.0% | Added |
| Wedmont Private Capital | 4,355 | $204.5K | 0.01% | +203+4.9% | Added |
| Hamilton Capital Partners Inc. | 4,411 | $203.0K | 0.01% | −402−8.4% | Reduced |
| State of Wyoming | 4,372 | $201.2K | 0.02% | +1,938+79.6% | Added |
| Sanctuary Advisors, LLC | 4,354 | $200.4K | 0.00% | +4,354 | New |
| Savant Capital, LLC | 4,350 | $200.2K | 0.00% | −374−7.9% | Reduced |
| First Horizon Corp | 4,151 | $191.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,917 | $180.3K | 0.02% | +3,917 | New |
| Farther Finance Advisors, LLC | 3,789 | $174.4K | 0.00% | +1,509+66.2% | Added |
| American National Bank | 3,620 | $166.6K | 0.02% | −4,574−55.8% | Reduced |
| Smartleaf Asset Management LLC | 3,564 | $165.9K | 0.01% | +3,027+563.7% | Added |
| KBC Group NV | 3,298 | $152.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,207 | $147.6K | 0.01% | +3,207 | New |
| STRS Ohio | 2,556 | $117.6K | 0.00% | +4+0.2% | Added |
| Global Retirement Partners, LLC | 2,524 | $116.2K | 0.00% | +2,405+2,021.0% | Added |
| American Wealth Advisors, LLC | 2,507 | $115.4K | 0.11% | +24+1.0% | Added |
| Tower Research Capital LLC (TRC) | 2,096 | $96.5K | 0.00% | −172−7.6% | Reduced |
| Signaturefd, LLC | 1,868 | $86.0K | 0.00% | −51−2.7% | Reduced |
| Redmont Wealth Advisors LLC | 1,748 | $80.4K | 0.12% | −12,072−87.4% | Reduced |
| Covestor Ltd | 1,729 | $80.0K | 0.04% | −13−0.7% | Reduced |
| Umb Bank N A | 1,627 | $74.9K | 0.00% | +334+25.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,616 | $74.0K | 0.00% | +511+46.2% | Added |
| Hantz Financial Services, Inc. | 1,582 | $73.0K | 0.00% | +424+36.6% | Added |
| Larson Financial Group LLC | 1,535 | $70.6K | 0.00% | +1,431+1,376.0% | Added |
| Reyes Financial Architecture, Inc. | 1,439 | $66.2K | 0.04% | −11−0.8% | Reduced |
| Parallel Advisors, LLC | 1,427 | $65.7K | 0.00% | +177+14.2% | Added |
| TCTC Holdings, LLC | 1,400 | $64.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,387 | $63.8K | 0.00% | −435−23.9% | Reduced |