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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9,214 | $422.9K | 0.00% | +3,522+61.9% | Added |
| RSM US Wealth Management LLC | 9,084 | $416.9K | 0.01% | −1,331−12.8% | Reduced |
| GTS Securities LLC | 8,952 | $410.8K | 0.01% | +8,952 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,745 | $401.3K | 0.01% | +8,745 | New |
| Cullen/Frost Bankers, Inc. | 8,730 | $400.6K | 0.00% | +46+0.5% | Added |
| Arkansas Financial Group, Inc. | 8,410 | $399.4K | 0.06% | −2,579−23.5% | Reduced |
| Walleye Trading LLC | 8,680 | $398.3K | 0.01% | +8,680 | New |
| BKD Wealth Advisors, LLC | 8,467 | $388.6K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,290 | $380.4K | 0.02% | +816+10.9% | Added |
| Federated Hermes, Inc. | 8,248 | $378.5K | 0.00% | −10,644−56.3% | Reduced |
| TCG Advisory Services, LLC | 8,200 | $376.3K | 0.01% | +3,027+58.5% | Added |
| United Capital Financial Advisers, LLC | 8,132 | $373.2K | 0.00% | −114−1.4% | Reduced |
| XTX Topco Ltd | 8,039 | $368.9K | 0.01% | −73,615−90.2% | Reduced |
| Financial Management, Inc. | 8,029 | $368.5K | 0.35% | −7,946−49.7% | Reduced |
| Glenmede Trust Co NA | 7,915 | $363.2K | 0.00% | −229−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,767 | $356.9K | 0.00% | +980+14.4% | Added |
| Vestcor Inc | 7,742 | $355.0K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 7,703 | $353.5K | 0.05% | −86−1.1% | Reduced |
| Securian Asset Management, Inc | 7,594 | $348.5K | 0.01% | −100−1.3% | Reduced |
| Inscription Capital, LLC | 7,571 | $347.4K | 0.04% | −294−3.7% | Reduced |
| Versant Capital Management, Inc | 7,368 | $338.1K | 0.03% | −137−1.8% | Reduced |
| Advisors Capital Management, LLC | 7,340 | $336.8K | 0.00% | −15−0.2% | Reduced |
| Savant Capital, LLC | 7,317 | $335.8K | 0.00% | +2,967+68.2% | Added |
| Sigma Planning Corp | 7,199 | $330.4K | 0.01% | +908+14.4% | Added |
| Skopos Labs, Inc. | 7,186 | $329.8K | 0.01% | +7,186 | New |
| Commonwealth Equity Services, LLC | 7,030 | $322.6K | 0.00% | −1,467−17.3% | Reduced |
| Stevens Capital Management LP | 6,958 | $319.0K | 0.05% | +1,784+34.5% | Added |
| Lathrop Investment Management Corp | 6,841 | $314.0K | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,815 | $312.7K | 0.00% | +1,738+34.2% | Added |
| Regions Financial Corp | 6,754 | $309.9K | 0.00% | −30−0.4% | Reduced |
| Frec Markets, Inc. | 6,750 | $309.8K | 0.05% | +6,750 | New |
| Hamilton Capital Partners Inc. | 6,693 | $307.1K | 0.01% | +2,282+51.7% | Added |
| Hunter Perkins Capital Management, LLC | 6,463 | $297.0K | 0.07% | +6,463 | New |
| D.A. Davidson & Co. | 6,469 | $296.9K | 0.00% | −166−2.5% | Reduced |
| Camden Capital, LLC | 6,314 | $289.8K | 0.02% | +6,314 | New |
| Bank Ozk | 6,272 | $287.8K | 0.10% | +6,272 | New |
| Crossmark Global Holdings, Inc. | 6,240 | $286.4K | 0.00% | −110−1.7% | Reduced |
| Hexagon Capital Partners LLC | 6,193 | $284.2K | 0.04% | +6,193 | New |
| Callan Family Office, LLC | 6,076 | $278.8K | 0.01% | +5+0.1% | Added |
| Abel Hall, LLC | 6,038 | $277.1K | 0.06% | +6,038 | New |
| Panagora Asset Management Inc | 5,884 | $270.0K | 0.00% | +18+0.3% | Added |
| Gotham Asset Management, LLC | 5,834 | $267.7K | 0.00% | +134+2.4% | Added |
| National Bank of Canada | 5,788 | $265.7K | 0.00% | −965−14.3% | Reduced |
| Sagewood Asset Management LP | 5,733 | $263.1K | 0.08% | −2,223−27.9% | Reduced |
| Millennium Capital Advisors, LLC | 5,679 | $260.6K | 0.16% | −185−3.2% | Reduced |
| Utah Retirement Systems | 5,641 | $258.9K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,569 | $255.6K | 0.02% | 00.0% | Unchanged |
| DnB Asset Management AS | 5,497 | $252.3K | 0.00% | +5,497 | New |
| Pallas Capital Advisors LLC | 5,471 | $251.1K | 0.01% | −3,695−40.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,451 | $250.1K | 0.00% | −1,057−16.2% | Reduced |
| Quadrant Capital Group LLC | 5,363 | $246.1K | 0.01% | −83−1.5% | Reduced |
| Calamos Advisors LLC | 5,361 | $246.0K | 0.00% | +5,361 | New |
| Calamos Wealth Management LLC | 5,361 | $246.0K | 0.01% | +5,361 | New |
| HB Wealth Management, LLC | 5,350 | $245.5K | 0.00% | +5,350 | New |
| Azimuth Capital Investment Management LLC | 5,350 | $245.5K | 0.01% | +150+2.9% | Added |
| Guggenheim Capital LLC | 5,326 | $244.4K | 0.00% | −2,374−30.8% | Reduced |
| GAMMA Investing LLC | 5,255 | $241.2K | 0.01% | −142−2.6% | Reduced |
| Principal Securities, Inc. | 5,235 | $240.2K | 0.00% | +5,235 | New |
| Aigen Investment Management, LP | 5,200 | $238.6K | 0.06% | +5,200 | New |
| Mendel Capital Management LLC | 5,183 | $237.8K | 0.12% | +5,183 | New |
| Sagespring Wealth Partners, LLC | 5,171 | $237.3K | 0.00% | +246+5.0% | Added |
| Forefront Wealth Partners, LLC | 5,158 | $236.7K | 0.10% | +22+0.4% | Added |
| BTG Pactual Asset Management US LLC | 5,095 | $233.8K | 0.02% | +5,095 | New |
| Maryland State Retirement & Pension System | 4,967 | $227.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,936 | $227.9K | 0.00% | +1,147+30.3% | Added |
| We Are One Seven, LLC | 4,941 | $226.7K | 0.00% | +4,941 | New |
| Baker Avenue Asset Management, LP | 4,909 | $225.3K | 0.01% | −260−5.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,755 | $218.2K | 0.05% | −43−0.9% | Reduced |
| Private Advisor Group, LLC | 4,689 | $215.2K | 0.00% | −145−3.0% | Reduced |
| Paragon Capital Management Ltd | 4,573 | $209.9K | 0.04% | −200−4.2% | Reduced |
| State of Wyoming | 4,550 | $208.8K | 0.02% | +178+4.1% | Added |
| Wedmont Private Capital | 4,390 | $208.5K | 0.01% | +35+0.8% | Added |
| HHM Wealth Advisors, LLC | 4,520 | $207.4K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,574 | $204.8K | 0.04% | +4,574 | New |
| BlackDiamond Wealth Management Inc. | 4,454 | $204.4K | 0.10% | −28−0.6% | Reduced |
| Bridgefront Capital, LLC | 4,412 | $202.5K | 0.05% | +4,412 | New |
| Covestor Ltd | 4,378 | $201.0K | 0.14% | +2,649+153.2% | Added |
| Aaron Wealth Advisors | 4,360 | $200.1K | 0.01% | −1,383−24.1% | Reduced |
| First Horizon Corp | 4,162 | $191.0K | 0.01% | +11+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,783 | $173.6K | 0.02% | −134−3.4% | Reduced |
| US Bancorp | 3,779 | $173.4K | 0.00% | −999−20.9% | Reduced |
| Sterling Capital Management LLC | 3,581 | $164.3K | 0.00% | −2,732−43.3% | Reduced |
| American National Bank | 3,519 | $161.5K | 0.02% | −101−2.8% | Reduced |
| Mather Group, LLC. | 3,503 | $160.8K | 0.00% | +3,503 | New |
| KBC Group NV | 3,298 | $151.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,002 | $137.8K | 0.00% | −4,682−60.9% | Reduced |
| Hantz Financial Services, Inc. | 2,617 | $120.0K | 0.00% | +1,035+65.4% | Added |
| STRS Ohio | 2,553 | $117.2K | 0.00% | −3−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,300 | $105.5K | 0.00% | +913+65.8% | Added |
| Larson Financial Group LLC | 2,139 | $98.2K | 0.00% | +604+39.3% | Added |
| SRS Capital Advisors, Inc. | 1,987 | $94.1K | 0.00% | +1,009+103.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,042 | $93.7K | 0.00% | +426+26.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,020 | $92.7K | 0.01% | +1,190+143.4% | Added |
| Advisory Services Network, LLC | 1,929 | $88.5K | 0.00% | +1,929 | New |
| Signaturefd, LLC | 1,778 | $81.6K | 0.00% | −90−4.8% | Reduced |
| Umb Bank N A | 1,596 | $73.2K | 0.00% | −31−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,370 | $62.9K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,326 | $60.9K | 0.04% | +1,326 | New |
| Parallel Advisors, LLC | 1,312 | $60.2K | 0.00% | −115−8.1% | Reduced |
| NBC Securities, Inc. | 1,291 | $59.2K | 0.00% | 00.0% | Unchanged |