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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 27,190 | $1.25M | 0.03% | +22,246+450.0% | Added |
| Parrish Capital LLC | 27,496 | $1.26M | 1.12% | +1,010+3.8% | Added |
| Thrivent Financial for Lutherans | 27,530 | $1.26M | 0.00% | −9,385−25.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,339 | $1.31M | 0.00% | −40,934−59.1% | Reduced |
| Handelsbanken Fonder AB | 28,725 | $1.32M | 0.00% | +3,400+13.4% | Added |
| Neuberger Berman Group LLC | 29,113 | $1.34M | 0.00% | +68+0.2% | Added |
| Mariner, LLC | 29,102 | $1.34M | 0.00% | +20,327+231.6% | Added |
| Arizona State Retirement System | 29,522 | $1.35M | 0.01% | −354−1.2% | Reduced |
| Greenwood Gearhart Inc | 29,620 | $1.36M | 0.07% | −79−0.3% | Reduced |
| Louisiana State Employees Retirement System | 30,100 | $1.38M | 0.02% | +800+2.7% | Added |
| Yousif Capital Management, LLC | 30,470 | $1.40M | 0.02% | −2,223−6.8% | Reduced |
| Natixis Advisors, L.P. | 30,491 | $1.40M | 0.00% | +15,890+108.8% | Added |
| KLP Kapitalforvaltning AS | 30,800 | $1.41M | 0.01% | +700+2.3% | Added |
| Greenfield Seitz Capital Management, LLC | 31,219 | $1.43M | 0.43% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 31,611 | $1.45M | 0.00% | +12,279+63.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,930 | $1.48M | 0.01% | +30,000+3,225.8% | Added |
| TMB Capital Partners, LLC | 32,650 | $1.50M | 0.50% | −251−0.8% | Reduced |
| Fifth Third Bancorp | 33,627 | $1.54M | 0.00% | +32,532+2,971.0% | Added |
| CAPROCK Group, Inc. | 33,770 | $1.55M | 0.04% | −9,975−22.8% | Reduced |
| Caxton Associates LLP | 33,816 | $1.55M | 0.04% | +12,307+57.2% | Added |
| Illinois Municipal Retirement Fund | 33,829 | $1.55M | 0.02% | −4,432−11.6% | Reduced |
| Buckingham Strategic Partners | 34,068 | $1.56M | 0.02% | +988+3.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 34,140 | $1.57M | 0.06% | +34,140 | New |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.61M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 33,868 | $1.63M | 0.09% | +12,077+55.4% | Added |
| Public Employees Retirement System of Ohio | 35,664 | $1.64M | 0.01% | +1,670+4.9% | Added |
| Belleair Asset Management, LLC | 35,800 | $1.64M | 1.50% | −50−0.1% | Reduced |
| Amundi | 36,087 | $1.66M | 0.00% | −288,927−88.9% | Reduced |
| Palisade Capital Management LLC | 37,250 | $1.71M | 0.06% | −23,849−39.0% | Reduced |
| Stephens Inc | 37,256 | $1.71M | 0.02% | +1,076+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 37,355 | $1.71M | 0.01% | +401+1.1% | Added |
| Palogic Value Management, L.P. | 37,500 | $1.72M | 0.75% | +10,000+36.4% | Added |
| SG Americas Securities, LLC | 38,480 | $1.77M | 0.00% | −19,128−33.2% | Reduced |
| HSBC Holdings PLC | 38,614 | $1.77M | 0.00% | −52,984−57.8% | Reduced |
| Neo Ivy Capital Management | 38,695 | $1.78M | 0.47% | +38,695 | New |
| Sowell Financial Services LLC | 39,671 | $1.82M | 0.07% | −1,243−3.0% | Reduced |
| Mutual of America Capital Management LLC | 39,763 | $1.82M | 0.02% | −4,303−9.8% | Reduced |
| Creative Planning | 39,806 | $1.83M | 0.00% | −12,592−24.0% | Reduced |
| Nomura Asset Management International Inc. | 39,849 | $1.83M | 0.00% | +30,969+348.8% | Added |
| Cerity Partners LLC | 39,937 | $1.83M | 0.00% | −20,269−33.7% | Reduced |
| Ensign Peak Advisors, Inc | 40,137 | $1.84M | 0.00% | −12,914−24.3% | Reduced |
| State of Tennessee, Treasury Department | 40,233 | $1.85M | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 41,182 | $1.89M | 0.55% | +41,182 | New |
| Bank of Montreal | 41,703 | $1.91M | 0.00% | −1,177−2.7% | Reduced |
| De Lisle Partners LLP | 42,000 | $1.93M | 0.23% | −12,000−22.2% | Reduced |
| Mangrove Partners | 42,364 | $1.94M | 0.16% | +42,364 | New |
| Cetera Investment Advisers | 42,775 | $1.96M | 0.00% | +1,345+3.2% | Added |
| Royal Bank of Canada | 43,748 | $2.01M | 0.00% | +14,404+49.1% | Added |
| Coldstream Capital Management Inc | 43,947 | $2.02M | 0.02% | −608−1.4% | Reduced |
| Summit Trail Advisors, LLC | 44,273 | $2.03M | 0.03% | +10,125+29.7% | Added |
| Axq Capital, LP | 45,593 | $2.09M | 0.27% | +10,373+29.5% | Added |
| State of New Jersey Common Pension Fund D | 45,822 | $2.10M | 0.01% | −4,338−8.6% | Reduced |
| Baird Financial Group, Inc. | 46,518 | $2.13M | 0.00% | +2,847+6.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,201 | $2.17M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 47,794 | $2.19M | 0.02% | −534−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,859 | $2.20M | 0.00% | +9,886+26.0% | Added |
| Janus Henderson Group PLC | 48,087 | $2.21M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,481 | $2.22M | 0.01% | −4,315−8.2% | Reduced |
| New York State Common Retirement Fund | 48,706 | $2.24M | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 49,134 | $2.25M | 0.12% | +845+1.7% | Added |
| ExodusPoint Capital Management, LP | 50,570 | $2.32M | 0.02% | +50,570 | New |
| Cardinal Capital Management | 50,969 | $2.34M | 0.30% | +1,990+4.1% | Added |
| Tectonic Advisors LLC | 50,979 | $2.34M | 0.12% | −13,903−21.4% | Reduced |
| MetLife Investment Management | 51,090 | $2.34M | 0.01% | −659−1.3% | Reduced |
| Naviter Wealth, LLC | 53,704 | $2.46M | 0.31% | +12,385+30.0% | Added |
| Freestone Grove Partners LP | 57,470 | $2.64M | 0.02% | +37,105+182.2% | Added |
| Empowered Funds, LLC | 59,677 | $2.74M | 0.02% | +7,731+14.9% | Added |
| SummitTX Capital, L.P. | 60,870 | $2.79M | 0.09% | +60,870 | New |
| Mitsubishi UFJ Trust & Banking Corp | 61,613 | $2.83M | 0.01% | −50,759−45.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 61,746 | $2.83M | 0.58% | −48−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 63,200 | $2.90M | 0.12% | +5,700+9.9% | Added |
| Lighthouse Investment Partners, LLC | 63,890 | $2.93M | 0.11% | −2,249−3.4% | Reduced |
| MML Investors Services, LLC | 64,505 | $2.96M | 0.01% | −6,494−9.1% | Reduced |
| Great West Life Assurance Co | 64,851 | $2.98M | 0.01% | +202+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,561 | $3.19M | 0.06% | +26,439+61.3% | Added |
| FIL Ltd | 69,981 | $3.21M | 0.00% | +69,981 | New |
| Nitor Capital Management LLC | 70,770 | $3.25M | 2.50% | +28,645+68.0% | Added |
| Ballast Asset Management, LP | 72,305 | $3.32M | 1.48% | +5,700+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 72,618 | $3.33M | 0.01% | −23,107−24.1% | Reduced |
| Manufacturers Life Insurance Company, The | 74,451 | $3.42M | 0.00% | −2,991−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 74,984 | $3.44M | 0.11% | +635+0.9% | Added |
| Inspire Advisors, LLC | 75,927 | $3.48M | 0.28% | −4,795−5.9% | Reduced |
| Oppenheimer Asset Management Inc. | 78,448 | $3.60M | 0.04% | −8,364−9.6% | Reduced |
| Moody Aldrich Partners LLC | 83,900 | $3.85M | 0.69% | 00.0% | Unchanged |
| MAI Capital Management | 84,762 | $3.89M | 0.02% | +180+0.2% | Added |
| Vanguard Global Advisers, LLC | 85,570 | $3.93M | 0.00% | +85,570 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 85,791 | $3.94M | 0.01% | +3,347+4.1% | Added |
| Engineers Gate Manager LP | 87,161 | $4.00M | 0.05% | +39,724+83.7% | Added |
| Horrell Capital Management, Inc. | 89,598 | $4.11M | 1.87% | −7,972−8.2% | Reduced |
| Jupiter Asset Management Ltd | 89,627 | $4.11M | 0.02% | +89,627 | New |
| TCW Group Inc | 89,677 | $4.12M | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 91,169 | $4.18M | 0.20% | −3,465−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 91,912 | $4.22M | 0.03% | −72,696−44.2% | Reduced |
| Villanova Investment Management Co LLC | 92,256 | $4.23M | 4.34% | −34,041−27.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,345 | $4.24M | 0.01% | −88,773−49.0% | Reduced |
| Vanguard Asset Management, Ltd | 92,955 | $4.27M | 0.00% | +92,955 | New |
| Squarepoint Ops LLC | 93,219 | $4.28M | 0.01% | −41,172−30.6% | Reduced |
| Price T Rowe Associates Inc | 95,086 | $4.36M | 0.00% | +6,022+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 97,438 | $4.47M | 0.04% | −6,830−6.6% | Reduced |
| Great Lakes Advisors, LLC | 99,425 | $4.56M | 0.04% | −9,405−8.6% | Reduced |