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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Bank OZK as of Jun 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

Institutional holders
529
+32 vs. Q1 2026
Shares held
104.3M
+1.46M (+1.4%) vs. Q1 2026
Total value
$5.44B
+$715.2M (+15.1%) vs. Q1 2026
New holders
83
194 more added
Sold out
51
175 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 529 institutions
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 heldQ2 2026: $5.44B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2026.

Institutions holding OZK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC9$00.00%+9New
SBI Securities Co., Ltd.1$520.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$1040.00%+1+100.0%Added
Planning Strategies Inc.2$1040.00%+2New
Maryland Capital Advisors Inc.2$1050.00%+2New
Dunhill Financial, LLC2$1260.00%00.0%Unchanged
Caitlin John, LLC3$1560.00%00.0%Unchanged
Activest Wealth Management4$2080.00%+4New
DecisionPoint Financial, LLC4$2120.00%+4New
MV Capital Management, Inc.5$2610.00%00.0%Unchanged
Harbour Investments, Inc.6$3130.00%00.0%Unchanged
Bokf, NA7$3650.00%+7New
Synergy Investment Management, LLC9$4640.00%+9New
Spire Wealth Management10$5210.00%+10New
Silver Grove Financial Group, Inc.10$5210.00%+10New
Cornerstone Financial Management LLC11$5730.00%+11New
Torren Management, LLC14$7290.00%00.0%Unchanged
Horizon Financial Services, LLC14$7290.00%+14New
Cromwell Holdings LLC15$7810.00%00.0%Unchanged
TD Private Client Wealth LLC16$8330.00%00.0%Unchanged
Westfuller Advisors, LLC18$9550.00%00.0%Unchanged
HFM Investment Advisors, LLC19$9900.00%+8+72.7%Added
Bay Harbor Wealth Management, LLC22$1.15K0.00%+6+37.5%Added
DiNuzzo Private Wealth, Inc.24$1.25K0.00%00.0%Unchanged
South State Corp.26$1.35K0.00%+11+73.3%Added
JPL Wealth Management, LLC26$1.35K0.00%+26New
Whipplewood Advisors, LLC27$1.41K0.00%−146−84.4%Reduced
Prestige Wealth Management Group LLC30$1.56K0.00%00.0%Unchanged
Rialto Wealth Management, LLC35$1.82K0.00%+17+94.4%Added
Owl Creek Wealth Partners LLC36$1.88K0.00%00.0%Unchanged
Avion Wealth39$2.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.40$2.08K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$2.14K0.00%+2+5.1%Added
Creative Capital Management Investments LLC42$2.19K0.00%+42New
Cornerstone Planning Group LLC43$2.19K0.00%+3+7.5%Added
UMA Financial Services, Inc.47$2.45K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC48$2.50K0.00%00.0%Unchanged
Kilter Group LLC48$2.50K0.00%+6+14.3%Added
Bell Investment Advisors, Inc56$2.92K0.00%00.0%Unchanged
Millstone Evans Group, LLC58$3.02K0.00%00.0%Unchanged
Colonial Trust Co58$3.02K0.00%00.0%Unchanged
Lodestone Wealth Management LLC75$3.91K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC83$4.32K0.00%+7+9.2%Added
TD Waterhouse Canada Inc.84$4.44K0.00%−18,439−99.5%Reduced
CBIZ Investment Advisory Services, LLC98$4.50K0.00%00.0%Unchanged
Danske Bank A/S100$5.21K0.00%00.0%Unchanged
Bogart Wealth, LLC102$5.31K0.00%+76+292.3%Added
Action Point Financial Planning, LLC104$5.31K0.00%+104New
Optiver Holding B.V.109$5.68K0.00%+109New
Carolina Wealth Advisors, LLC110$5.73K0.00%00.0%Unchanged
Ameriflex Group, Inc.113$5.89K0.00%+113New
Wealth Enhancement Trust Services, Inc.116$6.04K0.00%+116New
Valued Wealth Advisors LLC121$6.30K0.00%+121New
Massmutual Trust Co FSB130$6.77K0.00%−47−26.6%Reduced
LRI Investments, LLC131$6.82K0.00%+8+6.5%Added
Cedar Mountain Advisors, LLC139$7.24K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.142$7.40K0.00%+142New
Brown Brothers Harriman & Co168$8.75K0.00%00.0%Unchanged
Huntington National Bank171$8.91K0.00%+38+28.6%Added
Basecamp Wealth Advisors LLC180$9.38K0.00%+65+56.5%Added
Downshift Financial, LLC184$9.59K0.00%+184New
Fortitude Family Office, LLC185$9.64K0.00%+88+90.7%Added
Delta Asset Management LLC186$9.69K0.00%00.0%Unchanged
Rossby Financial, LCC193$10.1K0.00%−192−49.9%Reduced
CoreCap Advisors, LLC211$11.0K0.00%−58−21.6%Reduced
CVA Family Office, LLC214$11.1K0.00%+96+81.4%Added
Ronald Blue Trust, Inc.227$11.8K0.00%−110−32.6%Reduced
Farmers & Merchants Investments Inc228$11.9K0.00%00.0%Unchanged
Persistent Asset Partners Ltd228$11.9K0.00%+228New
CWM Advisors, LLC234$12.2K0.00%+17+7.8%Added
WPG Advisers, LLC246$12.8K0.01%+36+17.1%Added
Clark Wealth Partners261$13.6K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.273$14.2K0.00%+273New
Keating Financial Advisory Services, Inc.310$16.1K0.00%+7+2.3%Added
Aviso Financial Inc.314$16.4K0.00%−15,639−98.0%Reduced
Foster Dykema Cabot & Partners, LLC341$17.8K0.00%00.0%Unchanged
Copeland Capital Management, LLC374$19.5K0.00%−5−1.3%Reduced
Steward Partners Investment Advisory, LLC381$19.8K0.00%−175−31.5%Reduced
ZRC Wealth Management, LLC391$20.4K0.01%+391New
Geneos Wealth Management Inc.400$20.8K0.00%00.0%Unchanged
Axiom Investment Management LLC400$20.8K0.01%+400New
Institute for Wealth Management, LLC.408$21.2K0.00%+408New
Key Financial Inc410$21.4K0.00%00.0%Unchanged
National Bank of Canada415$21.6K0.00%−5,373−92.8%Reduced
Private Trust Co NA421$21.9K0.00%−53−11.2%Reduced
Highline Wealth Partners LLC458$23.9K0.00%00.0%Unchanged
Bessemer Group Inc471$24.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.500$26.0K0.00%00.0%Unchanged
Fedenia Advisers LLC505$26.3K0.01%+505New
Toth Financial Advisory Corp565$29.5K0.00%+5+0.9%Added
Parkside Financial Bank & Trust572$29.8K0.00%−3−0.5%Reduced
V-Square Quantitative Management LLC594$30.9K0.00%00.0%Unchanged
Investors Research Corp600$31.3K0.01%00.0%Unchanged
Smartleaf Asset Management LLC609$31.4K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd670$34.9K0.00%−700−51.1%Reduced
Assetmark, Inc700$36.5K0.00%+23+3.4%Added
Signature Equity Partners, LLC724$37.7K0.02%−131−15.3%Reduced
CX Institutional720$38.0K0.00%+6+0.8%Added
Bare Financial Services, Inc744$38.8K0.01%00.0%Unchanged
IFP Advisors, Inc746$38.9K0.00%+693+1,307.5%Added