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, Q1 2026
Institutional positions in Bank OZK as of Mar 31, 2026. 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
- 502
- +4 vs. Q4 2025
- Shares held
- 102.9M
- +10.9M (+11.9%) vs. Q4 2025
- Total value
- $4.73B
- +$496.1M (+11.7%) vs. Q4 2025
- New holders
- 68
- 187 more added
- Sold out
- 64
- 179 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,936,359 | $501.9M | 0.01% | +829,317+8.2% | Added |
| Dimensional Fund Advisors LP | 6,625,660 | $304.0M | 0.06% | +38,592+0.6% | Added |
| State Street Corp | 6,138,146 | $281.7M | 0.01% | −417,959−6.4% | Reduced |
| Wasatch Advisors Inc | 6,126,398 | $281.1M | 1.87% | −818,947−11.8% | Reduced |
| Vanguard Portfolio Management LLC | 5,354,952 | $245.7M | 0.01% | +5,354,952 | New |
| Vanguard Capital Management LLC | 4,685,406 | $215.0M | 0.01% | +4,685,406 | New |
| Charles Schwab Investment Management Inc | 3,844,037 | $176.4M | 0.03% | −709,977−15.6% | Reduced |
| Geode Capital Management, LLC | 3,173,790 | $154.6M | 0.01% | +1,027,062+47.8% | Added |
| American Century Companies Inc | 3,360,951 | $154.2M | 0.08% | +309,835+10.2% | Added |
| First Trust Advisors LP | 3,036,101 | $139.3M | 0.10% | +134,490+4.6% | Added |
| Captrust Financial Advisors | 2,320,896 | $106.5M | 0.19% | +1,265,952+120.0% | Added |
| Van Berkom & Associates Inc. | 1,724,400 | $79.1M | 2.57% | −145,032−7.8% | Reduced |
| 1832 Asset Management L.P. | 1,643,325 | $75.4M | 0.10% | +12,680+0.8% | Added |
| AQR Capital Management LLC | 1,609,583 | $73.3M | 0.03% | +26,688+1.7% | Added |
| Morgan Stanley | 1,372,457 | $63.0M | 0.00% | −95,577−6.5% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,231,059 | $56.5M | 2.07% | −32,983−2.6% | Reduced |
| Citadel Advisors LLC | 1,153,905 | $53.0M | 0.04% | −112,759−8.9% | Reduced |
| Bank of New York Mellon Corp | 1,138,158 | $52.2M | 0.01% | −35,342−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,029,665 | $47.3M | 0.04% | −346,567−25.2% | Reduced |
| Invesco Ltd. | 983,115 | $45.1M | 0.00% | +332,030+51.0% | Added |
| Northern Trust Corp | 955,898 | $43.9M | 0.01% | +16,943+1.8% | Added |
| Goldman Sachs Group Inc | 935,593 | $42.9M | 0.01% | +502,010+115.8% | Added |
| Quantinno Capital Management LP | 929,888 | $42.7M | 0.07% | +273,543+41.7% | Added |
| Fairholme Capital Management LLC | 921,252 | $42.3M | 2.79% | +7,600+0.8% | Added |
| Renaissance Technologies LLC | 918,897 | $42.2M | 0.07% | +48,300+5.5% | Added |
| Millennium Management LLC | 909,588 | $41.7M | 0.03% | −169,486−15.7% | Reduced |
| Two Sigma Investments, LP | 882,827 | $40.5M | 0.03% | +520,107+143.4% | Added |
| Bank of America Corp | 774,253 | $35.5M | 0.00% | +192,237+33.0% | Added |
| Wellington Management Group LLP | 721,487 | $33.1M | 0.01% | −526,543−42.2% | Reduced |
| Voloridge Investment Management, LLC | 696,638 | $32.0M | 0.13% | +44,947+6.9% | Added |
| Kennedy Capital Management, Inc. | 677,345 | $31.1M | 0.66% | −63,186−8.5% | Reduced |
| Tudor Investment Corp Et Al | 666,722 | $30.6M | 0.16% | +236,734+55.1% | Added |
| Vanguard Fiduciary Trust Co | 646,696 | $29.7M | 0.01% | +646,696 | New |
| Newport Trust Co | 611,396 | $28.1M | 0.07% | −14,015−2.2% | Reduced |
| SEI Investments Co | 609,694 | $28.0M | 0.03% | +4,649+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 588,185 | $27.0M | 0.01% | −70,381−10.7% | Reduced |
| Mackenzie Financial Corp | 568,791 | $26.1M | 0.03% | −357,162−38.6% | Reduced |
| ProShare Advisors LLC | 537,823 | $24.7M | 0.04% | −185,257−25.6% | Reduced |
| LSV Asset Management | 503,800 | $23.1M | 0.05% | +34,800+7.4% | Added |
| Twin Lions Management LLC | 485,160 | $22.3M | 13.45% | +86,500+21.7% | Added |
| UBS Group AG | 456,080 | $20.9M | 0.00% | −75,763−14.2% | Reduced |
| LPL Financial LLC | 447,283 | $20.5M | 0.01% | +36,456+8.9% | Added |
| Victory Capital Management Inc | 397,078 | $18.2M | 0.01% | +29,198+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 385,709 | $17.8M | 0.03% | +101,451+35.7% | Added |
| Algert Global LLC | 359,950 | $16.5M | 0.25% | +85,786+31.3% | Added |
| Treasurer of the State of North Carolina | 335,432 | $15.4M | 0.05% | +29,182+9.5% | Added |
| Raymond James Financial Inc | 332,255 | $15.2M | 0.00% | −20,324−5.8% | Reduced |
| Rhumbline Advisers | 325,459 | $14.9M | 0.01% | +1,684+0.5% | Added |
| UBS Asset Management Americas Inc | 309,929 | $14.2M | 0.00% | +10,696+3.6% | Added |
| Franklin Resources Inc | 299,305 | $13.7M | 0.00% | +173,619+138.1% | Added |
| JPMorgan Chase & Co | 304,207 | $13.6M | 0.00% | −47,894−13.6% | Reduced |
| Cabot Wealth Management Inc | 294,843 | $13.5M | 1.56% | +2,251+0.8% | Added |
| Earnest Partners LLC | 288,058 | $13.2M | 0.05% | +21,771+8.2% | Added |
| Bridgewater Associates, LP | 283,220 | $13.0M | 0.06% | +64,902+29.7% | Added |
| Public Sector Pension Investment Board | 275,689 | $12.7M | 0.04% | +64,864+30.8% | Added |
| Quantbot Technologies LP | 273,225 | $12.5M | 0.51% | +53,822+24.5% | Added |
| Ranger Investment Management, L.P. | 271,587 | $12.5M | 0.90% | −2,105−0.8% | Reduced |
| Rice Hall James & Associates, LLC | 259,593 | $11.9M | 0.66% | +4,808+1.9% | Added |
| Envestnet Asset Management Inc | 259,115 | $11.9M | 0.00% | +24,946+10.7% | Added |
| Diamond Hill Capital Management Inc | 259,053 | $11.9M | 0.07% | +36,180+16.2% | Added |
| Hodges Capital Management Inc. | 251,576 | $11.5M | 0.96% | −84,270−25.1% | Reduced |
| Citigroup Inc | 250,845 | $11.5M | 0.01% | −517,757−67.4% | Reduced |
| Barclays PLC | 246,419 | $11.3M | 0.00% | −22,821−8.5% | Reduced |
| Weybosset Research & Management LLC | 239,387 | $11.0M | 3.17% | +1,256+0.5% | Added |
| Clearbridge Investments, LLC | 238,965 | $11.0M | 0.01% | −56,292−19.1% | Reduced |
| Principal Financial Group Inc | 232,331 | $10.7M | 0.01% | +3,328+1.5% | Added |
| California Public Employees Retirement System | 231,654 | $10.6M | 0.01% | +24,485+11.8% | Added |
| Allianz Asset Management GmbH | 226,064 | $10.4M | 0.01% | −325,343−59.0% | Reduced |
| Point72 Asset Management, L.P. | 221,554 | $10.2M | 0.02% | +92,137+71.2% | Added |
| Swiss National Bank | 212,733 | $9.76M | 0.01% | +800+0.4% | Added |
| Man Group plc | 211,270 | $9.70M | 0.02% | −64,963−23.5% | Reduced |
| Virginia Retirement Systems Et Al | 208,834 | $9.58M | 0.07% | +30,800+17.3% | Added |
| Algebris (UK) Ltd | 206,053 | $9.44M | 0.68% | +206,053 | New |
| Edgestream Partners, L.P. | 203,186 | $9.32M | 0.31% | −63,692−23.9% | Reduced |
| Jane Street Group, LLC | 185,440 | $8.51M | 0.01% | +95,871+107.0% | Added |
| Susquehanna International Group, LLP | 178,360 | $8.18M | 0.01% | +136,916+330.4% | Added |
| Ci Investments Inc. | 178,282 | $8.18M | 0.04% | −12,496−6.6% | Reduced |
| HRT Financial LP | 165,073 | $7.58M | 0.02% | −80,880−32.9% | Reduced |
| Numerai GP LLC | 162,114 | $7.44M | 0.75% | −3,220−1.9% | Reduced |
| CI Private Wealth, LLC | 163,143 | $7.43M | 0.01% | +127,247+354.5% | Added |
| Colony Group, LLC | 160,641 | $7.38M | 0.01% | +18,027+12.6% | Added |
| Nuveen, LLC | 147,980 | $6.79M | 0.00% | +6,344+4.5% | Added |
| CBOE Vest Financial, LLC | 146,462 | $6.72M | 0.08% | +22,099+17.8% | Added |
| QV Investors Inc. | 145,370 | $6.67M | 0.54% | −14,180−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 142,136 | $6.52M | 0.00% | −68,045−32.4% | Reduced |
| Russell Investments Group, Ltd. | 141,959 | $6.51M | 0.01% | +17,882+14.4% | Added |
| Hudson Bay Capital Management LP | 140,614 | $6.45M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 139,549 | $6.40M | 0.00% | −14,741−9.6% | Reduced |
| Gsa Capital Partners LLP | 135,442 | $6.21M | 0.39% | +73,303+118.0% | Added |
| California State Teachers Retirement System | 133,186 | $6.11M | 0.01% | +31,831+31.4% | Added |
| Alliancebernstein L.P. | 129,201 | $5.95M | 0.00% | −3,295−2.5% | Reduced |
| Retirement Systems of Alabama | 127,204 | $5.84M | 0.02% | +128+0.1% | Added |
| Ameriprise Financial Inc | 124,255 | $5.70M | 0.00% | −5,127−4.0% | Reduced |
| New York State Teachers Retirement System | 119,423 | $5.48M | 0.01% | −7,092−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 109,613 | $5.03M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 109,510 | $5.03M | 0.10% | 00.0% | Unchanged |
| Congress Asset Management Co | 108,602 | $4.98M | 0.04% | +18,813+21.0% | Added |
| Rafferty Asset Management, LLC | 105,511 | $4.84M | 0.02% | −67,124−38.9% | Reduced |
| Jump Financial, LLC | 102,600 | $4.71M | 0.07% | −1,413−1.4% | Reduced |
| Wells Fargo & Company | 102,315 | $4.70M | 0.00% | −7,559−6.9% | Reduced |