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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 961 | $44.1K | 0.01% | −59−5.8% | Reduced |
| Bayforest Capital Ltd | 1,035 | $47.5K | 0.05% | +269+35.1% | Added |
| NBC Securities, Inc. | 1,291 | $59.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,312 | $60.2K | 0.00% | −115−8.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,326 | $60.9K | 0.04% | +1,326 | New |
| Nomura Asset Management Co Ltd | 1,370 | $62.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,596 | $73.2K | 0.00% | −31−1.9% | Reduced |
| Signaturefd, LLC | 1,778 | $81.6K | 0.00% | −90−4.8% | Reduced |
| Advisory Services Network, LLC | 1,929 | $88.5K | 0.00% | +1,929 | New |
| Transamerica Financial Advisors, Inc. | 2,020 | $92.7K | 0.01% | +1,190+143.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,042 | $93.7K | 0.00% | +426+26.4% | Added |
| SRS Capital Advisors, Inc. | 1,987 | $94.1K | 0.00% | +1,009+103.2% | Added |
| Larson Financial Group LLC | 2,139 | $98.2K | 0.00% | +604+39.3% | Added |
| EverSource Wealth Advisors, LLC | 2,300 | $105.5K | 0.00% | +913+65.8% | Added |
| STRS Ohio | 2,553 | $117.2K | 0.00% | −3−0.1% | Reduced |
| Hantz Financial Services, Inc. | 2,617 | $120.0K | 0.00% | +1,035+65.4% | Added |
| Walleye Capital LLC | 3,002 | $137.8K | 0.00% | −4,682−60.9% | Reduced |
| KBC Group NV | 3,298 | $151.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,503 | $160.8K | 0.00% | +3,503 | New |
| American National Bank | 3,519 | $161.5K | 0.02% | −101−2.8% | Reduced |
| Sterling Capital Management LLC | 3,581 | $164.3K | 0.00% | −2,732−43.3% | Reduced |
| US Bancorp | 3,779 | $173.4K | 0.00% | −999−20.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,783 | $173.6K | 0.02% | −134−3.4% | Reduced |
| First Horizon Corp | 4,162 | $191.0K | 0.01% | +11+0.3% | Added |
| Aaron Wealth Advisors | 4,360 | $200.1K | 0.01% | −1,383−24.1% | Reduced |
| Covestor Ltd | 4,378 | $201.0K | 0.14% | +2,649+153.2% | Added |
| Bridgefront Capital, LLC | 4,412 | $202.5K | 0.05% | +4,412 | New |
| BlackDiamond Wealth Management Inc. | 4,454 | $204.4K | 0.10% | −28−0.6% | Reduced |
| Fox Run Management, L.L.C. | 4,574 | $204.8K | 0.04% | +4,574 | New |
| HHM Wealth Advisors, LLC | 4,520 | $207.4K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,390 | $208.5K | 0.01% | +35+0.8% | Added |
| State of Wyoming | 4,550 | $208.8K | 0.02% | +178+4.1% | Added |
| Paragon Capital Management Ltd | 4,573 | $209.9K | 0.04% | −200−4.2% | Reduced |
| Private Advisor Group, LLC | 4,689 | $215.2K | 0.00% | −145−3.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,755 | $218.2K | 0.05% | −43−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,909 | $225.3K | 0.01% | −260−5.0% | Reduced |
| We Are One Seven, LLC | 4,941 | $226.7K | 0.00% | +4,941 | New |
| Farther Finance Advisors, LLC | 4,936 | $227.9K | 0.00% | +1,147+30.3% | Added |
| Maryland State Retirement & Pension System | 4,967 | $227.9K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,095 | $233.8K | 0.02% | +5,095 | New |
| Forefront Wealth Partners, LLC | 5,158 | $236.7K | 0.10% | +22+0.4% | Added |
| Sagespring Wealth Partners, LLC | 5,171 | $237.3K | 0.00% | +246+5.0% | Added |
| Mendel Capital Management LLC | 5,183 | $237.8K | 0.12% | +5,183 | New |
| Aigen Investment Management, LP | 5,200 | $238.6K | 0.06% | +5,200 | New |
| Principal Securities, Inc. | 5,235 | $240.2K | 0.00% | +5,235 | New |
| GAMMA Investing LLC | 5,255 | $241.2K | 0.01% | −142−2.6% | Reduced |
| Guggenheim Capital LLC | 5,326 | $244.4K | 0.00% | −2,374−30.8% | Reduced |
| Azimuth Capital Investment Management LLC | 5,350 | $245.5K | 0.01% | +150+2.9% | Added |
| HB Wealth Management, LLC | 5,350 | $245.5K | 0.00% | +5,350 | New |
| Calamos Advisors LLC | 5,361 | $246.0K | 0.00% | +5,361 | New |
| Calamos Wealth Management LLC | 5,361 | $246.0K | 0.01% | +5,361 | New |
| Quadrant Capital Group LLC | 5,363 | $246.1K | 0.01% | −83−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,451 | $250.1K | 0.00% | −1,057−16.2% | Reduced |
| Pallas Capital Advisors LLC | 5,471 | $251.1K | 0.01% | −3,695−40.3% | Reduced |
| DnB Asset Management AS | 5,497 | $252.3K | 0.00% | +5,497 | New |
| Bank of Nova Scotia Trust Co | 5,569 | $255.6K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,641 | $258.9K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,679 | $260.6K | 0.16% | −185−3.2% | Reduced |
| Sagewood Asset Management LP | 5,733 | $263.1K | 0.08% | −2,223−27.9% | Reduced |
| National Bank of Canada | 5,788 | $265.7K | 0.00% | −965−14.3% | Reduced |
| Gotham Asset Management, LLC | 5,834 | $267.7K | 0.00% | +134+2.4% | Added |
| Panagora Asset Management Inc | 5,884 | $270.0K | 0.00% | +18+0.3% | Added |
| Abel Hall, LLC | 6,038 | $277.1K | 0.06% | +6,038 | New |
| Callan Family Office, LLC | 6,076 | $278.8K | 0.01% | +5+0.1% | Added |
| Hexagon Capital Partners LLC | 6,193 | $284.2K | 0.04% | +6,193 | New |
| Crossmark Global Holdings, Inc. | 6,240 | $286.4K | 0.00% | −110−1.7% | Reduced |
| Bank Ozk | 6,272 | $287.8K | 0.10% | +6,272 | New |
| Camden Capital, LLC | 6,314 | $289.8K | 0.02% | +6,314 | New |
| D.A. Davidson & Co. | 6,469 | $296.9K | 0.00% | −166−2.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 6,463 | $297.0K | 0.07% | +6,463 | New |
| Hamilton Capital Partners Inc. | 6,693 | $307.1K | 0.01% | +2,282+51.7% | Added |
| Frec Markets, Inc. | 6,750 | $309.8K | 0.05% | +6,750 | New |
| Regions Financial Corp | 6,754 | $309.9K | 0.00% | −30−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 6,815 | $312.7K | 0.00% | +1,738+34.2% | Added |
| Lathrop Investment Management Corp | 6,841 | $314.0K | 0.06% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,958 | $319.0K | 0.05% | +1,784+34.5% | Added |
| Commonwealth Equity Services, LLC | 7,030 | $322.6K | 0.00% | −1,467−17.3% | Reduced |
| Skopos Labs, Inc. | 7,186 | $329.8K | 0.01% | +7,186 | New |
| Sigma Planning Corp | 7,199 | $330.4K | 0.01% | +908+14.4% | Added |
| Savant Capital, LLC | 7,317 | $335.8K | 0.00% | +2,967+68.2% | Added |
| Advisors Capital Management, LLC | 7,340 | $336.8K | 0.00% | −15−0.2% | Reduced |
| Versant Capital Management, Inc | 7,368 | $338.1K | 0.03% | −137−1.8% | Reduced |
| Inscription Capital, LLC | 7,571 | $347.4K | 0.04% | −294−3.7% | Reduced |
| Securian Asset Management, Inc | 7,594 | $348.5K | 0.01% | −100−1.3% | Reduced |
| Acorn Financial Advisory Services Inc | 7,703 | $353.5K | 0.05% | −86−1.1% | Reduced |
| Vestcor Inc | 7,742 | $355.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,767 | $356.9K | 0.00% | +980+14.4% | Added |
| Glenmede Trust Co NA | 7,915 | $363.2K | 0.00% | −229−2.8% | Reduced |
| Financial Management, Inc. | 8,029 | $368.5K | 0.35% | −7,946−49.7% | Reduced |
| XTX Topco Ltd | 8,039 | $368.9K | 0.01% | −73,615−90.2% | Reduced |
| United Capital Financial Advisers, LLC | 8,132 | $373.2K | 0.00% | −114−1.4% | Reduced |
| TCG Advisory Services, LLC | 8,200 | $376.3K | 0.01% | +3,027+58.5% | Added |
| Federated Hermes, Inc. | 8,248 | $378.5K | 0.00% | −10,644−56.3% | Reduced |
| Integrated Advisors Network LLC | 8,290 | $380.4K | 0.02% | +816+10.9% | Added |
| BKD Wealth Advisors, LLC | 8,467 | $388.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,680 | $398.3K | 0.01% | +8,680 | New |
| Arkansas Financial Group, Inc. | 8,410 | $399.4K | 0.06% | −2,579−23.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,730 | $400.6K | 0.00% | +46+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,745 | $401.3K | 0.01% | +8,745 | New |
| GTS Securities LLC | 8,952 | $410.8K | 0.01% | +8,952 | New |