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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 1,370 | $63.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,365 | $62.8K | 0.02% | +937+218.9% | Added |
| NBC Securities, Inc. | 1,291 | $59.4K | 0.00% | +891+222.8% | Added |
| Ronald Blue Trust, Inc. | 1,118 | $51.5K | 0.00% | −185−14.2% | Reduced |
| Fifth Third Bancorp | 1,095 | $50.4K | 0.00% | +4+0.4% | Added |
| Atlas Capital Advisors LLC | 1,020 | $46.9K | 0.01% | +1,020 | New |
| Acadian Asset Management LLC | 1,006 | $46.0K | 0.00% | −14,776−93.6% | Reduced |
| SRS Capital Advisors, Inc. | 978 | $45.0K | 0.00% | −16,492−94.4% | Reduced |
| Copeland Capital Management, LLC | 977 | $45.0K | 0.00% | −388−28.4% | Reduced |
| Bruce G. Allen Investments, LLC | 976 | $44.9K | 0.03% | −39−3.8% | Reduced |
| Essential Partners LLC | 953 | $43.9K | 0.01% | −848−47.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 930 | $43.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 830 | $38.2K | 0.00% | +437+111.2% | Added |
| Atlantic Union Bankshares Corp | 825 | $38.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 818 | $37.6K | 0.02% | +818 | New |
| TD Private Client Wealth LLC | 786 | $36.2K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 782 | $36.1K | 0.00% | +55+7.6% | Added |
| Group One Trading, L.P. | 780 | $35.9K | 0.00% | −10,471−93.1% | Reduced |
| MCF Advisors LLC | 778 | $35.8K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 775 | $35.7K | 0.00% | +775 | New |
| Bayforest Capital Ltd | 766 | $35.3K | 0.03% | +384+100.5% | Added |
| Bare Financial Services, Inc | 742 | $34.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 739 | $34.0K | 0.00% | +150+25.5% | Added |
| CX Institutional | 725 | $33.0K | 0.00% | +25+3.6% | Added |
| Danske Bank A/S | 700 | $32.2K | 0.00% | −20,951−96.8% | Reduced |
| Quent Capital, LLC | 649 | $29.9K | 0.00% | −43−6.2% | Reduced |
| GWM Advisors LLC | 638 | $29.4K | 0.00% | +8+1.3% | Added |
| Investors Research Corp | 600 | $27.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 586 | $27.0K | 0.00% | −2,246−79.3% | Reduced |
| CIBC Private Wealth Group, LLC | 564 | $26.0K | 0.00% | −664−54.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 556 | $25.6K | 0.00% | −2,109−79.1% | Reduced |
| Toth Financial Advisory Corp | 555 | $25.5K | 0.00% | +6+1.1% | Added |
| Root Financial Partners, LLC | 551 | $25.4K | 0.00% | +14+2.6% | Added |
| V-Square Quantitative Management LLC | 543 | $25.0K | 0.00% | +543 | New |
| Clearstead Advisors, LLC | 540 | $24.9K | 0.00% | −568−51.3% | Reduced |
| Highline Wealth Partners LLC | 524 | $24.1K | 0.01% | −17−3.1% | Reduced |
| Ancora Advisors, LLC | 518 | $23.8K | 0.00% | +518 | New |
| SOA Wealth Advisors, LLC. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 474 | $21.8K | 0.00% | −228−32.5% | Reduced |
| CoreCap Advisors, LLC | 463 | $21.3K | 0.00% | +194+72.1% | Added |
| Key Financial Inc | 410 | $18.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 383 | $17.6K | 0.01% | +4+1.1% | Added |
| Bessemer Group Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 341 | $15.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 301 | $13.9K | 0.00% | −39−11.5% | Reduced |
| Optima Capital LLC | 286 | $13.2K | 0.01% | +286 | New |
| Maseco LLP | 279 | $12.8K | 0.00% | +3+1.1% | Added |
| Keating Financial Advisory Services, Inc. | 278 | $12.8K | 0.00% | +278 | New |
| Rossby Financial, LCC | 265 | $12.2K | 0.00% | +265 | New |
| CBIZ Investment Advisory Services, LLC | 263 | $12.1K | 0.00% | +165+168.4% | Added |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $10.5K | 0.00% | +140+159.1% | Added |
| Quarry LP | 227 | $10.4K | 0.00% | −2,296−91.0% | Reduced |
| DV Trading LLC | 200 | $9.20K | 0.00% | +200 | New |
| True Wealth Design, LLC | 190 | $8.74K | 0.00% | −378−66.5% | Reduced |
| Delta Asset Management LLC | 186 | $8.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 185 | $8.51K | 0.00% | −480−72.2% | Reduced |
| WPG Advisers, LLC | 182 | $8.38K | 0.01% | −105−36.6% | Reduced |
| Massmutual Trust Co FSB | 177 | $8.15K | 0.00% | +14+8.6% | Added |
| Brown Brothers Harriman & Co | 168 | $7.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 159 | $7.32K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 138 | $6.35K | 0.00% | +138 | New |
| Huntington National Bank | 133 | $6.12K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 120 | $5.52K | 0.00% | +120 | New |
| Basecamp Wealth Advisors LLC | 115 | $5.29K | 0.00% | +115 | New |
| Carolina Wealth Advisors, LLC | 110 | $5.06K | 0.00% | +110 | New |
| Sawyer & Company, Inc | 100 | $4.60K | 0.00% | +100 | New |
| IFP Advisors, Inc | 77 | $3.54K | 0.00% | −244−76.0% | Reduced |
| Lodestone Wealth Management LLC | 75 | $3.45K | 0.00% | +75 | New |
| TD Waterhouse Canada Inc. | 71 | $3.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $3.22K | 0.00% | +36+105.9% | Added |
| Strategic Wealth Partners, Ltd. | 70 | $3.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 69 | $3.18K | 0.00% | +69 | New |
| ORG Partners LLC | 60 | $2.76K | 0.00% | +60 | New |
| Colonial Trust Co | 58 | $2.67K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $2.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $2.35K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $2.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 46 | $2.12K | 0.00% | −109−70.3% | Reduced |
| Cornerstone Planning Group LLC | 40 | $1.87K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $1.84K | 0.00% | +40 | New |
| Gilpin Wealth Management, LLC | 40 | $1.84K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 35 | $1.61K | 0.00% | +35 | New |
| Westfuller Advisors, LLC | 31 | $1.40K | 0.00% | +1+3.3% | Added |
| Prestige Wealth Management Group LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 29 | $1.33K | 0.00% | +29 | New |
| Newbridge Financial Services Group, Inc. | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | −1−4.0% | Reduced |
| Avion Wealth | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $874 | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 17 | $783 | 0.00% | −910−98.2% | Reduced |
| Caitlin John, LLC | 17 | $782 | 0.00% | −6,774−99.7% | Reduced |
| South State Corp. | 15 | $691 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $690 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $645 | 0.00% | +2+16.7% | Added |
| Torren Management, LLC | 14 | $632 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 12 | $552 | 0.00% | +2+20.0% | Added |