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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $46 | 0.00% | −2−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $46 | 0.00% | −1−50.0% | Reduced |
| Curio Wealth, LLC | 2 | $92 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $138 | 0.00% | −14−82.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3 | $144 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 5 | $230 | 0.00% | +2+66.7% | Added |
| Harbour Investments, Inc. | 6 | $275 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 10 | $459 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 10 | $477 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $505 | 0.00% | +2+22.2% | Added |
| Torren Management, LLC | 14 | $636 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $688 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $689 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 16 | $734 | 0.00% | −770−98.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $734 | 0.00% | +4+33.3% | Added |
| Rialto Wealth Management, LLC | 18 | $827 | 0.00% | +4+28.6% | Added |
| Westfuller Advisors, LLC | 18 | $833 | 0.00% | −13−41.9% | Reduced |
| Avion Wealth | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $1.15K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 26 | $1.19K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 36 | $1.65K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 39 | $1.79K | 0.00% | +1+2.6% | Added |
| Westside Investment Management, Inc. | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $1.93K | 0.00% | +41+4,100.0% | Added |
| Cornerstone Planning Group LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $2.16K | 0.00% | −22−31.9% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 48 | $2.20K | 0.29% | +48 | New |
| IFP Advisors, Inc | 53 | $2.43K | 0.00% | −24−31.2% | Reduced |
| Bell Investment Advisors, Inc | 56 | $2.57K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $2.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 68 | $3.12K | 0.00% | +49+257.9% | Added |
| Lodestone Wealth Management LLC | 75 | $3.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $3.49K | 0.00% | +6+8.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 79 | $3.63K | 0.00% | +79 | New |
| Wall Street Financial Group, Inc. | 83 | $3.81K | 0.00% | +83 | New |
| Fortitude Family Office, LLC | 97 | $4.45K | 0.00% | +46+90.2% | Added |
| CBIZ Investment Advisory Services, LLC | 98 | $4.50K | 0.00% | −165−62.7% | Reduced |
| Danske Bank A/S | 100 | $4.59K | 0.00% | −600−85.7% | Reduced |
| Carolina Wealth Advisors, LLC | 110 | $5.05K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $5.14K | 0.00% | +112 | New |
| Basecamp Wealth Advisors LLC | 115 | $5.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $5.42K | 0.00% | +118 | New |
| LRI Investments, LLC | 123 | $5.64K | 0.00% | +77+167.4% | Added |
| Horizon Investments, LLC | 134 | $6.09K | 0.00% | +134 | New |
| Huntington National Bank | 133 | $6.10K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 139 | $6.38K | 0.00% | +139 | New |
| True Wealth Design, LLC | 161 | $7.39K | 0.00% | −29−15.3% | Reduced |
| Brown Brothers Harriman & Co | 168 | $7.71K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 173 | $7.94K | 0.00% | +173 | New |
| Massmutual Trust Co FSB | 177 | $8.12K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 186 | $8.54K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 196 | $8.99K | 0.00% | −344−63.7% | Reduced |
| RWM Asset Management, LLC | 200 | $9.18K | 0.00% | +200 | New |
| WPG Advisers, LLC | 210 | $9.64K | 0.01% | +28+15.4% | Added |
| CWM Advisors, LLC | 217 | $9.96K | 0.00% | −2,990−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 228 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 261 | $12.0K | 0.00% | −692−72.6% | Reduced |
| Aquatic Capital Management LLC | 266 | $12.2K | 0.00% | −29,375−99.1% | Reduced |
| CoreCap Advisors, LLC | 269 | $12.3K | 0.00% | −194−41.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 303 | $13.9K | 0.00% | +25+9.0% | Added |
| Ronald Blue Trust, Inc. | 337 | $15.5K | 0.00% | −781−69.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 341 | $15.6K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 379 | $17.4K | 0.00% | −598−61.2% | Reduced |
| Team Financial Group, LLC | 387 | $17.7K | 0.01% | +4+1.0% | Added |
| Rossby Financial, LCC | 385 | $17.8K | 0.00% | +120+45.3% | Added |
| Geneos Wealth Management Inc. | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 410 | $18.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 438 | $19.0K | 0.01% | −5,501−92.6% | Reduced |
| Highline Wealth Partners LLC | 458 | $21.0K | 0.01% | −66−12.6% | Reduced |
| Private Trust Co NA | 474 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 471 | $22.0K | 0.00% | +123+35.3% | Added |
| SJS Investment Consulting Inc. | 480 | $22.0K | 0.00% | +463+2,723.5% | Added |
| SOA Wealth Advisors, LLC. | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 548 | $25.1K | 0.00% | −14,874−96.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 556 | $25.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $25.7K | 0.00% | +5+0.9% | Added |
| Parkside Financial Bank & Trust | 575 | $26.4K | 0.00% | −164−22.2% | Reduced |
| Allworth Financial LP | 589 | $27.0K | 0.00% | +288+95.7% | Added |
| V-Square Quantitative Management LLC | 594 | $27.3K | 0.00% | +51+9.4% | Added |
| Smartleaf Asset Management LLC | 609 | $27.3K | 0.00% | −2,955−82.9% | Reduced |
| Investors Research Corp | 600 | $27.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 643 | $29.5K | 0.00% | +5+0.8% | Added |
| Quent Capital, LLC | 649 | $29.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 675 | $31.0K | 0.00% | +157+30.3% | Added |
| Assetmark, Inc | 677 | $31.1K | 0.00% | +91+15.5% | Added |
| CX Institutional | 714 | $33.0K | 0.00% | −11−1.5% | Reduced |
| Root Financial Partners, LLC | 742 | $34.0K | 0.00% | +191+34.7% | Added |
| Bare Financial Services, Inc | 744 | $34.1K | 0.01% | +2+0.3% | Added |
| MCF Advisors LLC | 778 | $35.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 779 | $36.0K | 0.00% | −3−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 825 | $37.9K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 855 | $39.3K | 0.02% | +37+4.5% | Added |
| Bruce G. Allen Investments, LLC | 952 | $43.7K | 0.03% | −24−2.5% | Reduced |