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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 6,625,660 | $304.0M | 0.06% | +38,592+0.6% | Added |
| BlackRock, Inc. | 10,936,359 | $501.9M | 0.01% | +829,317+8.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −483,778−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −189,226−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −120,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −103,164−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −96,327−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −92,672−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −89,003−100.0% | Sold out |
| AWH Capital, L.P. | 0 | $0 | 0.00% | −88,600−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −79,429−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −78,704−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −68,063−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −59,552−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −49,178−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −38,674−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −31,824−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −24,679−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,395−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,843−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,474−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −16,990−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −14,527−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,059−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,693−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −12,645−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −9,842−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,448−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −7,083−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −7,039−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −6,427−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Puzo Michael J | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,641−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| American Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| QSV Equity Investors LLC | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Redmont Wealth Advisors LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |