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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 100,586 | $4.62M | 0.01% | +100,586 | New |
| Brevan Howard Capital Management LP | 102,270 | $4.69M | 0.05% | +64,998+174.4% | Added |
| Wells Fargo & Company | 102,315 | $4.70M | 0.00% | −7,559−6.9% | Reduced |
| Jump Financial, LLC | 102,600 | $4.71M | 0.07% | −1,413−1.4% | Reduced |
| Rafferty Asset Management, LLC | 105,511 | $4.84M | 0.02% | −67,124−38.9% | Reduced |
| Congress Asset Management Co | 108,602 | $4.98M | 0.04% | +18,813+21.0% | Added |
| South Dakota Investment Council | 109,510 | $5.03M | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 109,613 | $5.03M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 119,423 | $5.48M | 0.01% | −7,092−5.6% | Reduced |
| Ameriprise Financial Inc | 124,255 | $5.70M | 0.00% | −5,127−4.0% | Reduced |
| Retirement Systems of Alabama | 127,204 | $5.84M | 0.02% | +128+0.1% | Added |
| Alliancebernstein L.P. | 129,201 | $5.95M | 0.00% | −3,295−2.5% | Reduced |
| California State Teachers Retirement System | 133,186 | $6.11M | 0.01% | +31,831+31.4% | Added |
| Gsa Capital Partners LLP | 135,442 | $6.21M | 0.39% | +73,303+118.0% | Added |
| Legal & General Group Plc | 139,549 | $6.40M | 0.00% | −14,741−9.6% | Reduced |
| Hudson Bay Capital Management LP | 140,614 | $6.45M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 141,959 | $6.51M | 0.01% | +17,882+14.4% | Added |
| BNP Paribas Arbitrage, SA | 142,136 | $6.52M | 0.00% | −68,045−32.4% | Reduced |
| QV Investors Inc. | 145,370 | $6.67M | 0.54% | −14,180−8.9% | Reduced |
| CBOE Vest Financial, LLC | 146,462 | $6.72M | 0.08% | +22,099+17.8% | Added |
| Nuveen, LLC | 147,980 | $6.79M | 0.00% | +6,344+4.5% | Added |
| Colony Group, LLC | 160,641 | $7.38M | 0.01% | +18,027+12.6% | Added |
| CI Private Wealth, LLC | 163,143 | $7.43M | 0.01% | +127,247+354.5% | Added |
| Numerai GP LLC | 162,114 | $7.44M | 0.75% | −3,220−1.9% | Reduced |
| HRT Financial LP | 165,073 | $7.58M | 0.02% | −80,880−32.9% | Reduced |
| Ci Investments Inc. | 178,282 | $8.18M | 0.04% | −12,496−6.6% | Reduced |
| Susquehanna International Group, LLP | 178,360 | $8.18M | 0.01% | +136,916+330.4% | Added |
| Jane Street Group, LLC | 185,440 | $8.51M | 0.01% | +95,871+107.0% | Added |
| Edgestream Partners, L.P. | 203,186 | $9.32M | 0.31% | −63,692−23.9% | Reduced |
| Algebris (UK) Ltd | 206,053 | $9.44M | 0.68% | +206,053 | New |
| Virginia Retirement Systems Et Al | 208,834 | $9.58M | 0.07% | +30,800+17.3% | Added |
| Man Group plc | 211,270 | $9.70M | 0.02% | −64,963−23.5% | Reduced |
| Swiss National Bank | 212,733 | $9.76M | 0.01% | +800+0.4% | Added |
| Point72 Asset Management, L.P. | 221,554 | $10.2M | 0.02% | +92,137+71.2% | Added |
| Allianz Asset Management GmbH | 226,064 | $10.4M | 0.01% | −325,343−59.0% | Reduced |
| California Public Employees Retirement System | 231,654 | $10.6M | 0.01% | +24,485+11.8% | Added |
| Principal Financial Group Inc | 232,331 | $10.7M | 0.01% | +3,328+1.5% | Added |
| Clearbridge Investments, LLC | 238,965 | $11.0M | 0.01% | −56,292−19.1% | Reduced |
| Weybosset Research & Management LLC | 239,387 | $11.0M | 3.17% | +1,256+0.5% | Added |
| Barclays PLC | 246,419 | $11.3M | 0.00% | −22,821−8.5% | Reduced |
| Citigroup Inc | 250,845 | $11.5M | 0.01% | −517,757−67.4% | Reduced |
| Hodges Capital Management Inc. | 251,576 | $11.5M | 0.96% | −84,270−25.1% | Reduced |
| Diamond Hill Capital Management Inc | 259,053 | $11.9M | 0.07% | +36,180+16.2% | Added |
| Envestnet Asset Management Inc | 259,115 | $11.9M | 0.00% | +24,946+10.7% | Added |
| Rice Hall James & Associates, LLC | 259,593 | $11.9M | 0.66% | +4,808+1.9% | Added |
| Ranger Investment Management, L.P. | 271,587 | $12.5M | 0.90% | −2,105−0.8% | Reduced |
| Quantbot Technologies LP | 273,225 | $12.5M | 0.51% | +53,822+24.5% | Added |
| Public Sector Pension Investment Board | 275,689 | $12.7M | 0.04% | +64,864+30.8% | Added |
| Bridgewater Associates, LP | 283,220 | $13.0M | 0.06% | +64,902+29.7% | Added |
| Earnest Partners LLC | 288,058 | $13.2M | 0.05% | +21,771+8.2% | Added |
| Cabot Wealth Management Inc | 294,843 | $13.5M | 1.56% | +2,251+0.8% | Added |
| JPMorgan Chase & Co | 304,207 | $13.6M | 0.00% | −47,894−13.6% | Reduced |
| Franklin Resources Inc | 299,305 | $13.7M | 0.00% | +173,619+138.1% | Added |
| UBS Asset Management Americas Inc | 309,929 | $14.2M | 0.00% | +10,696+3.6% | Added |
| Rhumbline Advisers | 325,459 | $14.9M | 0.01% | +1,684+0.5% | Added |
| Raymond James Financial Inc | 332,255 | $15.2M | 0.00% | −20,324−5.8% | Reduced |
| Treasurer of the State of North Carolina | 335,432 | $15.4M | 0.05% | +29,182+9.5% | Added |
| Algert Global LLC | 359,950 | $16.5M | 0.25% | +85,786+31.3% | Added |
| Allspring Global Investments Holdings, LLC | 385,709 | $17.8M | 0.03% | +101,451+35.7% | Added |
| Victory Capital Management Inc | 397,078 | $18.2M | 0.01% | +29,198+7.9% | Added |
| LPL Financial LLC | 447,283 | $20.5M | 0.01% | +36,456+8.9% | Added |
| UBS Group AG | 456,080 | $20.9M | 0.00% | −75,763−14.2% | Reduced |
| Twin Lions Management LLC | 485,160 | $22.3M | 13.45% | +86,500+21.7% | Added |
| LSV Asset Management | 503,800 | $23.1M | 0.05% | +34,800+7.4% | Added |
| ProShare Advisors LLC | 537,823 | $24.7M | 0.04% | −185,257−25.6% | Reduced |
| Mackenzie Financial Corp | 568,791 | $26.1M | 0.03% | −357,162−38.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 588,185 | $27.0M | 0.01% | −70,381−10.7% | Reduced |
| SEI Investments Co | 609,694 | $28.0M | 0.03% | +4,649+0.8% | Added |
| Newport Trust Co | 611,396 | $28.1M | 0.07% | −14,015−2.2% | Reduced |
| Vanguard Fiduciary Trust Co | 646,696 | $29.7M | 0.01% | +646,696 | New |
| Tudor Investment Corp Et Al | 666,722 | $30.6M | 0.16% | +236,734+55.1% | Added |
| Kennedy Capital Management, Inc. | 677,345 | $31.1M | 0.66% | −63,186−8.5% | Reduced |
| Voloridge Investment Management, LLC | 696,638 | $32.0M | 0.13% | +44,947+6.9% | Added |
| Wellington Management Group LLP | 721,487 | $33.1M | 0.01% | −526,543−42.2% | Reduced |
| Bank of America Corp | 774,253 | $35.5M | 0.00% | +192,237+33.0% | Added |
| Two Sigma Investments, LP | 882,827 | $40.5M | 0.03% | +520,107+143.4% | Added |
| Millennium Management LLC | 909,588 | $41.7M | 0.03% | −169,486−15.7% | Reduced |
| Renaissance Technologies LLC | 918,897 | $42.2M | 0.07% | +48,300+5.5% | Added |
| Fairholme Capital Management LLC | 921,252 | $42.3M | 2.79% | +7,600+0.8% | Added |
| Quantinno Capital Management LP | 929,888 | $42.7M | 0.07% | +273,543+41.7% | Added |
| Goldman Sachs Group Inc | 935,593 | $42.9M | 0.01% | +502,010+115.8% | Added |
| Northern Trust Corp | 955,898 | $43.9M | 0.01% | +16,943+1.8% | Added |
| Invesco Ltd. | 983,115 | $45.1M | 0.00% | +332,030+51.0% | Added |
| D. E. Shaw & Co., Inc. | 1,029,665 | $47.3M | 0.04% | −346,567−25.2% | Reduced |
| Bank of New York Mellon Corp | 1,138,158 | $52.2M | 0.01% | −35,342−3.0% | Reduced |
| Citadel Advisors LLC | 1,153,905 | $53.0M | 0.04% | −112,759−8.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,231,059 | $56.5M | 2.07% | −32,983−2.6% | Reduced |
| Morgan Stanley | 1,372,457 | $63.0M | 0.00% | −95,577−6.5% | Reduced |
| AQR Capital Management LLC | 1,609,583 | $73.3M | 0.03% | +26,688+1.7% | Added |
| 1832 Asset Management L.P. | 1,643,325 | $75.4M | 0.10% | +12,680+0.8% | Added |
| Van Berkom & Associates Inc. | 1,724,400 | $79.1M | 2.57% | −145,032−7.8% | Reduced |
| Captrust Financial Advisors | 2,320,896 | $106.5M | 0.19% | +1,265,952+120.0% | Added |
| First Trust Advisors LP | 3,036,101 | $139.3M | 0.10% | +134,490+4.6% | Added |
| American Century Companies Inc | 3,360,951 | $154.2M | 0.08% | +309,835+10.2% | Added |
| Geode Capital Management, LLC | 3,173,790 | $154.6M | 0.01% | +1,027,062+47.8% | Added |
| Charles Schwab Investment Management Inc | 3,844,037 | $176.4M | 0.03% | −709,977−15.6% | Reduced |
| Vanguard Capital Management LLC | 4,685,406 | $215.0M | 0.01% | +4,685,406 | New |
| Vanguard Portfolio Management LLC | 5,354,952 | $245.7M | 0.01% | +5,354,952 | New |
| Wasatch Advisors Inc | 6,126,398 | $281.1M | 1.87% | −818,947−11.8% | Reduced |
| State Street Corp | 6,138,146 | $281.7M | 0.01% | −417,959−6.4% | Reduced |