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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, Q3 2026

Institutional positions in Bank OZK as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
6
+2 vs. Q2 2026
Shares held
35.2K
+3.27K (+10.3%) vs. Q2 2026
Total value
$1.62M
−$46.1K (−2.8%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
0 more reduced

525 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 351 institutionsQ2 2021: 344 institutionsQ3 2021: 351 institutionsQ4 2021: 357 institutionsQ1 2022: 369 institutionsQ2 2022: 355 institutionsQ3 2022: 352 institutionsQ4 2022: 404 institutionsQ1 2023: 391 institutionsQ2 2023: 363 institutionsQ3 2023: 385 institutionsQ4 2023: 421 institutionsQ1 2024: 427 institutionsQ2 2024: 434 institutionsQ3 2024: 439 institutionsQ4 2024: 470 institutionsQ1 2025: 482 institutionsQ2 2025: 474 institutionsQ3 2025: 526 institutionsQ4 2025: 509 institutionsQ1 2026: 502 institutionsQ2 2026: 529 institutions
Value held
Q1 2021: $4.33BQ2 2021: $4.46BQ3 2021: $4.42BQ4 2021: $4.67BQ1 2022: $4.26BQ2 2022: $3.72BQ3 2022: $3.83BQ4 2022: $3.96BQ1 2023: $3.59BQ2 2023: $4.31BQ3 2023: $3.77BQ4 2023: $4.85BQ1 2024: $4.54BQ2 2024: $4.10BQ3 2024: $4.53BQ4 2024: $4.68BQ1 2025: $4.63BQ2 2025: $5.00BQ3 2025: $5.36BQ4 2025: $4.82BQ1 2026: $4.73BQ2 2026: $5.44B
Institutions holding OZK and their total value by quarter
QuarterHoldersValue
Q2 2026529$5.44B
Q1 2026502$4.73B
Q4 2025509$4.82B
Q3 2025526$5.36B
Q2 2025474$5.00B
Q1 2025482$4.63B
Q4 2024470$4.68B
Q3 2024439$4.53B
Q2 2024434$4.10B
Q1 2024427$4.54B
Q4 2023421$4.85B
Q3 2023385$3.77B
Q2 2023363$4.31B
Q1 2023391$3.59B
Q4 2022404$3.96B
Q3 2022352$3.83B
Q2 2022355$3.72B
Q1 2022369$4.26B
Q4 2021357$4.67B
Q3 2021351$4.42B
Q2 2021344$4.46B
Q1 2021351$4.33B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q2 2026.

Institutions holding OZK in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Titleist Asset Management, LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Mather Group, LLC.––––Not filed
Allworth Financial LP––––Not filed
Larson Financial Group LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
KBC Group NV––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Sterling Capital Management LLC––––Not filed
Covestor Ltd––––Not filed
Global Retirement Partners, LLC––––Not filed
American National Bank––––Not filed
State of Wyoming––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
STRS Ohio––––Not filed
Nykredit A/S––––Not filed
Signaturefd, LLC––––Not filed
IFG Advisory, LLC––––Not filed
Essential Partners LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Umb Bank N A––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Quarry LP––––Not filed
NBC Securities, Inc.––––Not filed
Parallel Advisors, LLC––––Not filed
Employees Retirement System of Texas––––Not filed
Simplex Trading, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Quent Capital, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
MCF Advisors LLC––––Not filed
IFP Advisors, Inc––––Not filed
Bare Financial Services, Inc––––Not filed
Signature Equity Partners, LLC––––Not filed
Assetmark, Inc––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Smartleaf Asset Management LLC––––Not filed
Investors Research Corp––––Not filed
V-Square Quantitative Management LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Toth Financial Advisory Corp––––Not filed
Fedenia Advisers LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Bessemer Group Inc––––Not filed
Highline Wealth Partners LLC––––Not filed
Private Trust Co NA––––Not filed
National Bank of Canada––––Not filed
Key Financial Inc––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Axiom Investment Management LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
ZRC Wealth Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Copeland Capital Management, LLC––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Aviso Financial Inc.––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Clark Wealth Partners––––Not filed
WPG Advisers, LLC––––Not filed
CWM Advisors, LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Persistent Asset Partners Ltd––––Not filed
Ronald Blue Trust, Inc.––––Not filed
CVA Family Office, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Rossby Financial, LCC––––Not filed
Delta Asset Management LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Downshift Financial, LLC––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Huntington National Bank––––Not filed
Brown Brothers Harriman & Co––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
LRI Investments, LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Valued Wealth Advisors LLC––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Ameriflex Group, Inc.––––Not filed
Carolina Wealth Advisors, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Bogart Wealth, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Danske Bank A/S––––Not filed
CBIZ Investment Advisory Services, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Lodestone Wealth Management LLC––––Not filed
Colonial Trust Co––––Not filed
Millstone Evans Group, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Kilter Group LLC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Cornerstone Planning Group LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed