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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 102,270 | $4.69M | 0.05% | +64,998+174.4% | Added |
| Caisse de Depot Et Placement du Quebec | 100,586 | $4.62M | 0.01% | +100,586 | New |
| Great Lakes Advisors, LLC | 99,425 | $4.56M | 0.04% | −9,405−8.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 97,438 | $4.47M | 0.04% | −6,830−6.6% | Reduced |
| Price T Rowe Associates Inc | 95,086 | $4.36M | 0.00% | +6,022+6.8% | Added |
| Squarepoint Ops LLC | 93,219 | $4.28M | 0.01% | −41,172−30.6% | Reduced |
| Vanguard Asset Management, Ltd | 92,955 | $4.27M | 0.00% | +92,955 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 92,345 | $4.24M | 0.01% | −88,773−49.0% | Reduced |
| Villanova Investment Management Co LLC | 92,256 | $4.23M | 4.34% | −34,041−27.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 91,912 | $4.22M | 0.03% | −72,696−44.2% | Reduced |
| New Age Alpha Advisors, LLC | 91,169 | $4.18M | 0.20% | −3,465−3.7% | Reduced |
| TCW Group Inc | 89,677 | $4.12M | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 89,627 | $4.11M | 0.02% | +89,627 | New |
| Horrell Capital Management, Inc. | 89,598 | $4.11M | 1.87% | −7,972−8.2% | Reduced |
| Engineers Gate Manager LP | 87,161 | $4.00M | 0.05% | +39,724+83.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 85,791 | $3.94M | 0.01% | +3,347+4.1% | Added |
| Vanguard Global Advisers, LLC | 85,570 | $3.93M | 0.00% | +85,570 | New |
| MAI Capital Management | 84,762 | $3.89M | 0.02% | +180+0.2% | Added |
| Moody Aldrich Partners LLC | 83,900 | $3.85M | 0.69% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 78,448 | $3.60M | 0.04% | −8,364−9.6% | Reduced |
| Inspire Advisors, LLC | 75,927 | $3.48M | 0.28% | −4,795−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 74,984 | $3.44M | 0.11% | +635+0.9% | Added |
| Manufacturers Life Insurance Company, The | 74,451 | $3.42M | 0.00% | −2,991−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 72,618 | $3.33M | 0.01% | −23,107−24.1% | Reduced |
| Ballast Asset Management, LP | 72,305 | $3.32M | 1.48% | +5,700+8.6% | Added |
| Nitor Capital Management LLC | 70,770 | $3.25M | 2.50% | +28,645+68.0% | Added |
| FIL Ltd | 69,981 | $3.21M | 0.00% | +69,981 | New |
| Y-Intercept (Hong Kong) Ltd | 69,561 | $3.19M | 0.06% | +26,439+61.3% | Added |
| Great West Life Assurance Co | 64,851 | $2.98M | 0.01% | +202+0.3% | Added |
| MML Investors Services, LLC | 64,505 | $2.96M | 0.01% | −6,494−9.1% | Reduced |
| Lighthouse Investment Partners, LLC | 63,890 | $2.93M | 0.11% | −2,249−3.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 63,200 | $2.90M | 0.12% | +5,700+9.9% | Added |
| Legacy Capital Wealth Partners, LLC | 61,746 | $2.83M | 0.58% | −48−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 61,613 | $2.83M | 0.01% | −50,759−45.2% | Reduced |
| SummitTX Capital, L.P. | 60,870 | $2.79M | 0.09% | +60,870 | New |
| Empowered Funds, LLC | 59,677 | $2.74M | 0.02% | +7,731+14.9% | Added |
| Freestone Grove Partners LP | 57,470 | $2.64M | 0.02% | +37,105+182.2% | Added |
| Naviter Wealth, LLC | 53,704 | $2.46M | 0.31% | +12,385+30.0% | Added |
| MetLife Investment Management | 51,090 | $2.34M | 0.01% | −659−1.3% | Reduced |
| Tectonic Advisors LLC | 50,979 | $2.34M | 0.12% | −13,903−21.4% | Reduced |
| Cardinal Capital Management | 50,969 | $2.34M | 0.30% | +1,990+4.1% | Added |
| ExodusPoint Capital Management, LP | 50,570 | $2.32M | 0.02% | +50,570 | New |
| Money Concepts Capital Corp | 49,134 | $2.25M | 0.12% | +845+1.7% | Added |
| New York State Common Retirement Fund | 48,706 | $2.24M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,481 | $2.22M | 0.01% | −4,315−8.2% | Reduced |
| Janus Henderson Group PLC | 48,087 | $2.21M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,859 | $2.20M | 0.00% | +9,886+26.0% | Added |
| Amalgamated Bank | 47,794 | $2.19M | 0.02% | −534−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,201 | $2.17M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 46,518 | $2.13M | 0.00% | +2,847+6.5% | Added |
| State of New Jersey Common Pension Fund D | 45,822 | $2.10M | 0.01% | −4,338−8.6% | Reduced |
| Axq Capital, LP | 45,593 | $2.09M | 0.27% | +10,373+29.5% | Added |
| Summit Trail Advisors, LLC | 44,273 | $2.03M | 0.03% | +10,125+29.7% | Added |
| Coldstream Capital Management Inc | 43,947 | $2.02M | 0.02% | −608−1.4% | Reduced |
| Royal Bank of Canada | 43,748 | $2.01M | 0.00% | +14,404+49.1% | Added |
| Cetera Investment Advisers | 42,775 | $1.96M | 0.00% | +1,345+3.2% | Added |
| Mangrove Partners | 42,364 | $1.94M | 0.16% | +42,364 | New |
| De Lisle Partners LLP | 42,000 | $1.93M | 0.23% | −12,000−22.2% | Reduced |
| Bank of Montreal | 41,703 | $1.91M | 0.00% | −1,177−2.7% | Reduced |
| Fieldview Capital Management, LLC | 41,182 | $1.89M | 0.55% | +41,182 | New |
| State of Tennessee, Treasury Department | 40,233 | $1.85M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 40,137 | $1.84M | 0.00% | −12,914−24.3% | Reduced |
| Cerity Partners LLC | 39,937 | $1.83M | 0.00% | −20,269−33.7% | Reduced |
| Nomura Asset Management International Inc. | 39,849 | $1.83M | 0.00% | +30,969+348.8% | Added |
| Creative Planning | 39,806 | $1.83M | 0.00% | −12,592−24.0% | Reduced |
| Mutual of America Capital Management LLC | 39,763 | $1.82M | 0.02% | −4,303−9.8% | Reduced |
| Sowell Financial Services LLC | 39,671 | $1.82M | 0.07% | −1,243−3.0% | Reduced |
| Neo Ivy Capital Management | 38,695 | $1.78M | 0.47% | +38,695 | New |
| HSBC Holdings PLC | 38,614 | $1.77M | 0.00% | −52,984−57.8% | Reduced |
| SG Americas Securities, LLC | 38,480 | $1.77M | 0.00% | −19,128−33.2% | Reduced |
| Palogic Value Management, L.P. | 37,500 | $1.72M | 0.75% | +10,000+36.4% | Added |
| Federation des caisses Desjardins du Quebec | 37,355 | $1.71M | 0.01% | +401+1.1% | Added |
| Stephens Inc | 37,256 | $1.71M | 0.02% | +1,076+3.0% | Added |
| Palisade Capital Management LLC | 37,250 | $1.71M | 0.06% | −23,849−39.0% | Reduced |
| Amundi | 36,087 | $1.66M | 0.00% | −288,927−88.9% | Reduced |
| Belleair Asset Management, LLC | 35,800 | $1.64M | 1.50% | −50−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 35,664 | $1.64M | 0.01% | +1,670+4.9% | Added |
| Occudo Quantitative Strategies LP | 33,868 | $1.63M | 0.09% | +12,077+55.4% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.61M | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 34,140 | $1.57M | 0.06% | +34,140 | New |
| Buckingham Strategic Partners | 34,068 | $1.56M | 0.02% | +988+3.0% | Added |
| Illinois Municipal Retirement Fund | 33,829 | $1.55M | 0.02% | −4,432−11.6% | Reduced |
| Caxton Associates LLP | 33,816 | $1.55M | 0.04% | +12,307+57.2% | Added |
| CAPROCK Group, Inc. | 33,770 | $1.55M | 0.04% | −9,975−22.8% | Reduced |
| Fifth Third Bancorp | 33,627 | $1.54M | 0.00% | +32,532+2,971.0% | Added |
| TMB Capital Partners, LLC | 32,650 | $1.50M | 0.50% | −251−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,930 | $1.48M | 0.01% | +30,000+3,225.8% | Added |
| HighTower Advisors, LLC | 31,611 | $1.45M | 0.00% | +12,279+63.5% | Added |
| Greenfield Seitz Capital Management, LLC | 31,219 | $1.43M | 0.43% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 30,800 | $1.41M | 0.01% | +700+2.3% | Added |
| Natixis Advisors, L.P. | 30,491 | $1.40M | 0.00% | +15,890+108.8% | Added |
| Yousif Capital Management, LLC | 30,470 | $1.40M | 0.02% | −2,223−6.8% | Reduced |
| Louisiana State Employees Retirement System | 30,100 | $1.38M | 0.02% | +800+2.7% | Added |
| Greenwood Gearhart Inc | 29,620 | $1.36M | 0.07% | −79−0.3% | Reduced |
| Arizona State Retirement System | 29,522 | $1.35M | 0.01% | −354−1.2% | Reduced |
| Mariner, LLC | 29,102 | $1.34M | 0.00% | +20,327+231.6% | Added |
| Neuberger Berman Group LLC | 29,113 | $1.34M | 0.00% | +68+0.2% | Added |
| Handelsbanken Fonder AB | 28,725 | $1.32M | 0.00% | +3,400+13.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,339 | $1.31M | 0.00% | −40,934−59.1% | Reduced |
| Thrivent Financial for Lutherans | 27,530 | $1.26M | 0.00% | −9,385−25.4% | Reduced |