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 |
|---|---|---|---|---|---|
| Parrish Capital LLC | 27,496 | $1.26M | 1.12% | +1,010+3.8% | Added |
| Voleon Capital Management LP | 27,190 | $1.25M | 0.03% | +22,246+450.0% | Added |
| Pathstone Holdings, LLC | 27,093 | $1.24M | 0.00% | +272+1.0% | Added |
| CWM, LLC | 27,061 | $1.24M | 0.00% | −3,973−12.8% | Reduced |
| Lazard Asset Management LLC | 26,914 | $1.24M | 0.00% | +3,510+15.0% | Added |
| Winton Group Ltd | 26,740 | $1.23M | 0.04% | +18,037+207.3% | Added |
| Aviance Capital Partners, LLC | 26,728 | $1.23M | 0.14% | −6,754−20.2% | Reduced |
| Commerce Bank | 26,557 | $1.22M | 0.01% | +994+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,551 | $1.22M | 0.00% | +345+1.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,998 | $1.19M | 0.01% | −498−1.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,511 | $1.17M | 0.00% | −5,985−19.0% | Reduced |
| State of Michigan Retirement System | 25,012 | $1.15M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 24,879 | $1.14M | 0.00% | +24,879 | New |
| Verition Fund Management LLC | 24,376 | $1.12M | 0.01% | −103,816−81.0% | Reduced |
| Wincap Financial LLC | 23,710 | $1.09M | 0.72% | +2,044+9.4% | Added |
| Stifel Financial Corp | 23,590 | $1.08M | 0.00% | +1,003+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,246 | $1.07M | 0.02% | −444−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 23,195 | $1.06M | 0.01% | +23,195 | New |
| Vestmark Advisory Solutions, Inc. | 22,940 | $1.05M | 0.01% | −519−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 22,922 | $1.05M | 0.00% | −929−3.9% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.03M | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22,374 | $1.03M | 0.42% | +22,374 | New |
| Cookson Peirce & Co Inc | 21,949 | $1.01M | 0.04% | +2,387+12.2% | Added |
| Simmons Bank | 21,574 | $990.0K | 0.07% | 00.0% | Unchanged |
| Harbor Advisors LLC | 21,455 | $984.6K | 0.14% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,344 | $979.5K | 0.01% | +200+0.9% | Added |
| Truist Financial Corp | 21,095 | $968.0K | 0.00% | +1,288+6.5% | Added |
| Prudential Financial Inc | 20,943 | $961.1K | 0.00% | −23,790−53.2% | Reduced |
| Worldquant Millennium Advisors LLC | 20,925 | $960.2K | 0.00% | −2,039−8.9% | Reduced |
| Mercer Global Advisors Inc | 20,824 | $955.6K | 0.00% | +8,057+63.1% | Added |
| denkapparat Operations GmbH | 20,776 | $953.4K | 0.39% | +5,606+37.0% | Added |
| Janney Montgomery Scott LLC | 20,549 | $943.0K | 0.00% | +47+0.2% | Added |
| First Manhattan Co | 20,421 | $937.1K | 0.00% | 00.0% | Unchanged |
| Militia Capital Management LLC | 20,000 | $917.8K | 0.21% | +20,000 | New |
| Burford Brothers, Inc. | 19,688 | $903.5K | 0.37% | +3,804+23.9% | Added |
| Evolve Private Wealth, LLC | 19,537 | $896.6K | 0.05% | +723+3.8% | Added |
| BTC Capital Management, Inc. | 19,458 | $892.9K | 0.06% | +826+4.4% | Added |
| TD Waterhouse Canada Inc. | 18,523 | $853.0K | 0.00% | +18,452+25,988.7% | Added |
| Pictet Asset Management Holding SA | 18,229 | $836.5K | 0.00% | +1,063+6.2% | Added |
| JustInvest LLC | 17,246 | $791.4K | 0.01% | +2,503+17.0% | Added |
| Two Sigma Securities, LLC | 17,208 | $789.7K | 0.09% | +17,208 | New |
| Peninsula Asset Management Inc | 16,897 | $775.4K | 0.40% | +16,897 | New |
| Level Four Advisory Services, LLC | 16,741 | $768.3K | 0.03% | +358+2.2% | Added |
| Toroso Investments, LLC | 16,490 | $756.7K | 0.00% | −464−2.7% | Reduced |
| Readystate Asset Management LP | 16,450 | $754.9K | 0.04% | +16,450 | New |
| Marshall Wace, LLP | 16,336 | $749.7K | 0.00% | −66,238−80.2% | Reduced |
| Aviso Financial Inc. | 15,953 | $732.1K | 0.03% | −1,589−9.1% | Reduced |
| Naples Global Advisors, LLC | 15,764 | $723.4K | 0.05% | +994+6.7% | Added |
| FMR LLC | 15,539 | $713.1K | 0.00% | +3,996+34.6% | Added |
| Unison Advisors LLC | 15,382 | $705.9K | 0.05% | +140+0.9% | Added |
| M&T Bank Corp | 15,342 | $704.0K | 0.00% | −1,343−8.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,092 | $692.6K | 0.03% | −6,645−30.6% | Reduced |
| State of Alaska, Department of Revenue | 15,050 | $690.0K | 0.01% | −315−2.1% | Reduced |
| Jones Financial Companies LLLP | 15,433 | $687.1K | 0.00% | +10,952+244.4% | Added |
| Atria Investments LLC | 14,932 | $685.2K | 0.01% | −2,565−14.7% | Reduced |
| Xponance, Inc. | 14,862 | $682.0K | 0.00% | +2,028+15.8% | Added |
| DekaBank Deutsche Girozentrale | 14,738 | $680.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 14,559 | $668.1K | 0.01% | +14,559 | New |
| Concurrent Investment Advisors, LLC | 13,733 | $630.2K | 0.01% | −4,338−24.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,676 | $627.6K | 0.00% | +3,561+35.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,599 | $624.1K | 0.02% | +1,509+12.5% | Added |
| Kera Capital Partners, Inc. | 13,424 | $616.0K | 0.08% | +2,088+18.4% | Added |
| Burney Co | 13,395 | $614.7K | 0.02% | −7,146−34.8% | Reduced |
| Davis Investment Partners, LLC | 13,392 | $614.6K | 0.22% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,332 | $611.8K | 0.01% | −4,239−24.1% | Reduced |
| Capital Investment Advisors, LLC | 13,156 | $603.7K | 0.01% | −395−2.9% | Reduced |
| Bank of Nova Scotia | 13,144 | $603.2K | 0.00% | −13,132−50.0% | Reduced |
| Verdence Capital Advisors LLC | 12,856 | $590.0K | 0.03% | +12,856 | New |
| Gilliland Jeter Wealth Management LLC | 12,650 | $580.5K | 0.17% | +43+0.3% | Added |
| Foster & Motley Inc | 12,648 | $580.0K | 0.03% | +12,648 | New |
| Evergreen Capital Management LLC | 12,568 | $576.7K | 0.01% | −1,673−11.7% | Reduced |
| Balyasny Asset Management LLC | 12,435 | $570.6K | 0.00% | −5,476−30.6% | Reduced |
| Chicago Partners Investment Group LLC | 11,959 | $568.3K | 0.01% | +5,329+80.4% | Added |
| Pacer Advisors, Inc. | 12,189 | $559.0K | 0.00% | −472−3.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 11,760 | $539.7K | 0.43% | +11,760 | New |
| Benjamin Edwards Inc | 11,568 | $531.2K | 0.01% | +586+5.3% | Added |
| Alps Advisors Inc | 11,407 | $523.5K | 0.00% | +2,577+29.2% | Added |
| Tower Research Capital LLC (TRC) | 11,338 | $520.3K | 0.01% | +9,242+440.9% | Added |
| Park Avenue Securities LLC | 11,001 | $505.0K | 0.00% | +225+2.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $501.1K | 0.07% | 00.0% | Unchanged |
| Agp Franklin, LLC | 10,911 | $500.7K | 0.25% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,881 | $499.3K | 0.00% | +548+5.3% | Added |
| Intech Investment Management LLC | 10,816 | $496.3K | 0.00% | −14,283−56.9% | Reduced |
| Merit Financial Group, LLC | 10,699 | $491.0K | 0.00% | −381−3.4% | Reduced |
| Entropy Technologies, LP | 10,696 | $490.8K | 0.02% | +20.0% | Added |
| Cornerstone Wealth Management, LLC | 10,634 | $488.0K | 0.02% | +4,231+66.1% | Added |
| Parallax Volatility Advisers, L.P. | 10,035 | $486.9K | 0.02% | −13,255−56.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $482.9K | 0.06% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 10,483 | $481.0K | 0.94% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,468 | $480.4K | 0.00% | −251−2.3% | Reduced |
| State of Wisconsin Investment Board | 10,412 | $477.8K | 0.00% | −16,854−61.8% | Reduced |
| nVerses Capital, LLC | 10,244 | $470.1K | 0.43% | +5,010+95.7% | Added |
| Northwestern Mutual Wealth Management Co | 10,093 | $463.2K | 0.00% | −986−8.9% | Reduced |
| Jain Global LLC | 10,030 | $460.3K | 0.01% | +10,030 | New |
| Twinbeech Capital LP | 10,023 | $460.0K | 0.05% | +281+2.9% | Added |
| International Assets Investment Management, LLC | 9,875 | $455.9K | 0.03% | +9,875 | New |
| Public Employees Retirement Association of Colorado | 9,839 | $452.0K | 0.00% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 9,612 | $441.1K | 0.26% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,555 | $438.5K | 0.00% | −316−3.2% | Reduced |
| Syon Capital LLC | 9,361 | $429.6K | 0.02% | −860−8.4% | Reduced |