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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 1,035 | $47.5K | 0.05% | +269+35.1% | Added |
| Atlas Capital Advisors LLC | 961 | $44.1K | 0.01% | −59−5.8% | Reduced |
| Bruce G. Allen Investments, LLC | 952 | $43.7K | 0.03% | −24−2.5% | Reduced |
| Signature Equity Partners, LLC | 855 | $39.3K | 0.02% | +37+4.5% | Added |
| Atlantic Union Bankshares Corp | 825 | $37.9K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 779 | $36.0K | 0.00% | −3−0.4% | Reduced |
| MCF Advisors LLC | 778 | $35.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 744 | $34.1K | 0.01% | +2+0.3% | Added |
| Root Financial Partners, LLC | 742 | $34.0K | 0.00% | +191+34.7% | Added |
| CX Institutional | 714 | $33.0K | 0.00% | −11−1.5% | Reduced |
| Assetmark, Inc | 677 | $31.1K | 0.00% | +91+15.5% | Added |
| Ancora Advisors, LLC | 675 | $31.0K | 0.00% | +157+30.3% | Added |
| Quent Capital, LLC | 649 | $29.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 643 | $29.5K | 0.00% | +5+0.8% | Added |
| Investors Research Corp | 600 | $27.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 609 | $27.3K | 0.00% | −2,955−82.9% | Reduced |
| V-Square Quantitative Management LLC | 594 | $27.3K | 0.00% | +51+9.4% | Added |
| Allworth Financial LP | 589 | $27.0K | 0.00% | +288+95.7% | Added |
| Parkside Financial Bank & Trust | 575 | $26.4K | 0.00% | −164−22.2% | Reduced |
| Toth Financial Advisory Corp | 560 | $25.7K | 0.00% | +5+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 556 | $25.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 548 | $25.1K | 0.00% | −14,874−96.4% | Reduced |
| SOA Wealth Advisors, LLC. | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 480 | $22.0K | 0.00% | +463+2,723.5% | Added |
| Bessemer Group Inc | 471 | $22.0K | 0.00% | +123+35.3% | Added |
| Private Trust Co NA | 474 | $21.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 458 | $21.0K | 0.01% | −66−12.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 438 | $19.0K | 0.01% | −5,501−92.6% | Reduced |
| Key Financial Inc | 410 | $18.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 385 | $17.8K | 0.00% | +120+45.3% | Added |
| Team Financial Group, LLC | 387 | $17.7K | 0.01% | +4+1.0% | Added |
| Copeland Capital Management, LLC | 379 | $17.4K | 0.00% | −598−61.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 341 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 337 | $15.5K | 0.00% | −781−69.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 303 | $13.9K | 0.00% | +25+9.0% | Added |
| CoreCap Advisors, LLC | 269 | $12.3K | 0.00% | −194−41.9% | Reduced |
| Aquatic Capital Management LLC | 266 | $12.2K | 0.00% | −29,375−99.1% | Reduced |
| Essential Partners LLC | 261 | $12.0K | 0.00% | −692−72.6% | Reduced |
| Clark Wealth Partners | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $10.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 217 | $9.96K | 0.00% | −2,990−93.2% | Reduced |
| WPG Advisers, LLC | 210 | $9.64K | 0.01% | +28+15.4% | Added |
| RWM Asset Management, LLC | 200 | $9.18K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 196 | $8.99K | 0.00% | −344−63.7% | Reduced |
| Delta Asset Management LLC | 186 | $8.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 177 | $8.12K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 173 | $7.94K | 0.00% | +173 | New |
| Brown Brothers Harriman & Co | 168 | $7.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 161 | $7.39K | 0.00% | −29−15.3% | Reduced |
| Cedar Mountain Advisors, LLC | 139 | $6.38K | 0.00% | +139 | New |
| Huntington National Bank | 133 | $6.10K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 134 | $6.09K | 0.00% | +134 | New |
| LRI Investments, LLC | 123 | $5.64K | 0.00% | +77+167.4% | Added |
| CVA Family Office, LLC | 118 | $5.42K | 0.00% | +118 | New |
| Basecamp Wealth Advisors LLC | 115 | $5.28K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $5.14K | 0.00% | +112 | New |
| Carolina Wealth Advisors, LLC | 110 | $5.05K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.59K | 0.00% | −600−85.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 98 | $4.50K | 0.00% | −165−62.7% | Reduced |
| Fortitude Family Office, LLC | 97 | $4.45K | 0.00% | +46+90.2% | Added |
| Wall Street Financial Group, Inc. | 83 | $3.81K | 0.00% | +83 | New |
| Twin Peaks Wealth Advisors, LLC | 79 | $3.63K | 0.00% | +79 | New |
| JFS Wealth Advisors, LLC | 76 | $3.49K | 0.00% | +6+8.6% | Added |
| Lodestone Wealth Management LLC | 75 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 68 | $3.12K | 0.00% | +49+257.9% | Added |
| Colonial Trust Co | 58 | $2.66K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $2.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $2.43K | 0.00% | −24−31.2% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 48 | $2.20K | 0.29% | +48 | New |
| UMA Financial Services, Inc. | 47 | $2.16K | 0.00% | −22−31.9% | Reduced |
| Cornerstone Planning Group LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $1.93K | 0.00% | +41+4,100.0% | Added |
| Westside Investment Management, Inc. | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.79K | 0.00% | +1+2.6% | Added |
| Owl Creek Wealth Partners LLC | 36 | $1.65K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.19K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $1.15K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 18 | $833 | 0.00% | −13−41.9% | Reduced |
| Rialto Wealth Management, LLC | 18 | $827 | 0.00% | +4+28.6% | Added |
| TD Private Client Wealth LLC | 16 | $734 | 0.00% | −770−98.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $734 | 0.00% | +4+33.3% | Added |
| South State Corp. | 15 | $689 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $688 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 14 | $636 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $505 | 0.00% | +2+22.2% | Added |
| Sunbelt Securities, Inc. | 10 | $477 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $459 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 6 | $275 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 5 | $230 | 0.00% | +2+66.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3 | $144 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $138 | 0.00% | −14−82.4% | Reduced |
| Dunhill Financial, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $92 | 0.00% | +2 | New |