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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 9,084 | $416.9K | 0.01% | −1,331−12.8% | Reduced |
| Rockefeller Capital Management L.P. | 9,214 | $422.9K | 0.00% | +3,522+61.9% | Added |
| Syon Capital LLC | 9,361 | $429.6K | 0.02% | −860−8.4% | Reduced |
| EP Wealth Advisors, LLC | 9,555 | $438.5K | 0.00% | −316−3.2% | Reduced |
| Mustard Seed Financial, LLC | 9,612 | $441.1K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,839 | $452.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,875 | $455.9K | 0.03% | +9,875 | New |
| Twinbeech Capital LP | 10,023 | $460.0K | 0.05% | +281+2.9% | Added |
| Jain Global LLC | 10,030 | $460.3K | 0.01% | +10,030 | New |
| Northwestern Mutual Wealth Management Co | 10,093 | $463.2K | 0.00% | −986−8.9% | Reduced |
| nVerses Capital, LLC | 10,244 | $470.1K | 0.43% | +5,010+95.7% | Added |
| State of Wisconsin Investment Board | 10,412 | $477.8K | 0.00% | −16,854−61.8% | Reduced |
| Voya Investment Management LLC | 10,468 | $480.4K | 0.00% | −251−2.3% | Reduced |
| Groesbeck Investment Management Corp | 10,483 | $481.0K | 0.94% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10,523 | $482.9K | 0.06% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 10,035 | $486.9K | 0.02% | −13,255−56.9% | Reduced |
| Cornerstone Wealth Management, LLC | 10,634 | $488.0K | 0.02% | +4,231+66.1% | Added |
| Entropy Technologies, LP | 10,696 | $490.8K | 0.02% | +20.0% | Added |
| Merit Financial Group, LLC | 10,699 | $491.0K | 0.00% | −381−3.4% | Reduced |
| Intech Investment Management LLC | 10,816 | $496.3K | 0.00% | −14,283−56.9% | Reduced |
| Deutsche Bank AG | 10,881 | $499.3K | 0.00% | +548+5.3% | Added |
| Agp Franklin, LLC | 10,911 | $500.7K | 0.25% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $501.1K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,001 | $505.0K | 0.00% | +225+2.1% | Added |
| Tower Research Capital LLC (TRC) | 11,338 | $520.3K | 0.01% | +9,242+440.9% | Added |
| Alps Advisors Inc | 11,407 | $523.5K | 0.00% | +2,577+29.2% | Added |
| Benjamin Edwards Inc | 11,568 | $531.2K | 0.01% | +586+5.3% | Added |
| Total Wealth Planning & Management, Inc. | 11,760 | $539.7K | 0.43% | +11,760 | New |
| Pacer Advisors, Inc. | 12,189 | $559.0K | 0.00% | −472−3.7% | Reduced |
| Chicago Partners Investment Group LLC | 11,959 | $568.3K | 0.01% | +5,329+80.4% | Added |
| Balyasny Asset Management LLC | 12,435 | $570.6K | 0.00% | −5,476−30.6% | Reduced |
| Evergreen Capital Management LLC | 12,568 | $576.7K | 0.01% | −1,673−11.7% | Reduced |
| Foster & Motley Inc | 12,648 | $580.0K | 0.03% | +12,648 | New |
| Gilliland Jeter Wealth Management LLC | 12,650 | $580.5K | 0.17% | +43+0.3% | Added |
| Verdence Capital Advisors LLC | 12,856 | $590.0K | 0.03% | +12,856 | New |
| Bank of Nova Scotia | 13,144 | $603.2K | 0.00% | −13,132−50.0% | Reduced |
| Capital Investment Advisors, LLC | 13,156 | $603.7K | 0.01% | −395−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,332 | $611.8K | 0.01% | −4,239−24.1% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $614.6K | 0.22% | 00.0% | Unchanged |
| Burney Co | 13,395 | $614.7K | 0.02% | −7,146−34.8% | Reduced |
| Kera Capital Partners, Inc. | 13,424 | $616.0K | 0.08% | +2,088+18.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,599 | $624.1K | 0.02% | +1,509+12.5% | Added |
| O'Shaughnessy Asset Management, LLC | 13,676 | $627.6K | 0.00% | +3,561+35.2% | Added |
| Concurrent Investment Advisors, LLC | 13,733 | $630.2K | 0.01% | −4,338−24.0% | Reduced |
| Vident Advisory, LLC | 14,559 | $668.1K | 0.01% | +14,559 | New |
| DekaBank Deutsche Girozentrale | 14,738 | $680.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,862 | $682.0K | 0.00% | +2,028+15.8% | Added |
| Atria Investments LLC | 14,932 | $685.2K | 0.01% | −2,565−14.7% | Reduced |
| Jones Financial Companies LLLP | 15,433 | $687.1K | 0.00% | +10,952+244.4% | Added |
| State of Alaska, Department of Revenue | 15,050 | $690.0K | 0.01% | −315−2.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,092 | $692.6K | 0.03% | −6,645−30.6% | Reduced |
| M&T Bank Corp | 15,342 | $704.0K | 0.00% | −1,343−8.0% | Reduced |
| Unison Advisors LLC | 15,382 | $705.9K | 0.05% | +140+0.9% | Added |
| FMR LLC | 15,539 | $713.1K | 0.00% | +3,996+34.6% | Added |
| Naples Global Advisors, LLC | 15,764 | $723.4K | 0.05% | +994+6.7% | Added |
| Aviso Financial Inc. | 15,953 | $732.1K | 0.03% | −1,589−9.1% | Reduced |
| Marshall Wace, LLP | 16,336 | $749.7K | 0.00% | −66,238−80.2% | Reduced |
| Readystate Asset Management LP | 16,450 | $754.9K | 0.04% | +16,450 | New |
| Toroso Investments, LLC | 16,490 | $756.7K | 0.00% | −464−2.7% | Reduced |
| Level Four Advisory Services, LLC | 16,741 | $768.3K | 0.03% | +358+2.2% | Added |
| Peninsula Asset Management Inc | 16,897 | $775.4K | 0.40% | +16,897 | New |
| Two Sigma Securities, LLC | 17,208 | $789.7K | 0.09% | +17,208 | New |
| JustInvest LLC | 17,246 | $791.4K | 0.01% | +2,503+17.0% | Added |
| Pictet Asset Management Holding SA | 18,229 | $836.5K | 0.00% | +1,063+6.2% | Added |
| TD Waterhouse Canada Inc. | 18,523 | $853.0K | 0.00% | +18,452+25,988.7% | Added |
| BTC Capital Management, Inc. | 19,458 | $892.9K | 0.06% | +826+4.4% | Added |
| Evolve Private Wealth, LLC | 19,537 | $896.6K | 0.05% | +723+3.8% | Added |
| Burford Brothers, Inc. | 19,688 | $903.5K | 0.37% | +3,804+23.9% | Added |
| Militia Capital Management LLC | 20,000 | $917.8K | 0.21% | +20,000 | New |
| First Manhattan Co | 20,421 | $937.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,549 | $943.0K | 0.00% | +47+0.2% | Added |
| denkapparat Operations GmbH | 20,776 | $953.4K | 0.39% | +5,606+37.0% | Added |
| Mercer Global Advisors Inc | 20,824 | $955.6K | 0.00% | +8,057+63.1% | Added |
| Worldquant Millennium Advisors LLC | 20,925 | $960.2K | 0.00% | −2,039−8.9% | Reduced |
| Prudential Financial Inc | 20,943 | $961.1K | 0.00% | −23,790−53.2% | Reduced |
| Truist Financial Corp | 21,095 | $968.0K | 0.00% | +1,288+6.5% | Added |
| Oregon Public Employees Retirement Fund | 21,344 | $979.5K | 0.01% | +200+0.9% | Added |
| Harbor Advisors LLC | 21,455 | $984.6K | 0.14% | 00.0% | Unchanged |
| Simmons Bank | 21,574 | $990.0K | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 21,949 | $1.01M | 0.04% | +2,387+12.2% | Added |
| Ridgewood Investments LLC | 22,374 | $1.03M | 0.42% | +22,374 | New |
| New Mexico Educational Retirement Board | 22,500 | $1.03M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,922 | $1.05M | 0.00% | −929−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,940 | $1.05M | 0.01% | −519−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 23,195 | $1.06M | 0.01% | +23,195 | New |
| Northwestern Mutual Investment Management Company, LLC | 23,246 | $1.07M | 0.02% | −444−1.9% | Reduced |
| Stifel Financial Corp | 23,590 | $1.08M | 0.00% | +1,003+4.4% | Added |
| Wincap Financial LLC | 23,710 | $1.09M | 0.72% | +2,044+9.4% | Added |
| Verition Fund Management LLC | 24,376 | $1.12M | 0.01% | −103,816−81.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 24,879 | $1.14M | 0.00% | +24,879 | New |
| State of Michigan Retirement System | 25,012 | $1.15M | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,511 | $1.17M | 0.00% | −5,985−19.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,998 | $1.19M | 0.01% | −498−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,551 | $1.22M | 0.00% | +345+1.3% | Added |
| Commerce Bank | 26,557 | $1.22M | 0.01% | +994+3.9% | Added |
| Aviance Capital Partners, LLC | 26,728 | $1.23M | 0.14% | −6,754−20.2% | Reduced |
| Winton Group Ltd | 26,740 | $1.23M | 0.04% | +18,037+207.3% | Added |
| Lazard Asset Management LLC | 26,914 | $1.24M | 0.00% | +3,510+15.0% | Added |
| CWM, LLC | 27,061 | $1.24M | 0.00% | −3,973−12.8% | Reduced |
| Pathstone Holdings, LLC | 27,093 | $1.24M | 0.00% | +272+1.0% | Added |