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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 778 | $40.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 788 | $41.0K | 0.00% | +592+302.0% | Added |
| Quent Capital, LLC | 793 | $41.3K | 0.00% | +144+22.2% | Added |
| True Wealth Design, LLC | 869 | $45.3K | 0.01% | +708+439.8% | Added |
| Bruce G. Allen Investments, LLC | 952 | $49.6K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,128 | $58.8K | 0.00% | +1,128 | New |
| Employees Retirement System of Texas | 1,222 | $64.0K | 0.00% | +1,222 | New |
| Parallel Advisors, LLC | 1,280 | $66.7K | 0.00% | −32−2.4% | Reduced |
| NBC Securities, Inc. | 1,291 | $67.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,362 | $70.9K | 0.01% | +1,362 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,586 | $82.6K | 0.00% | −456−22.3% | Reduced |
| Umb Bank N A | 1,588 | $82.7K | 0.00% | −8−0.5% | Reduced |
| SJS Investment Consulting Inc. | 1,667 | $86.8K | 0.01% | +1,187+247.3% | Added |
| Essential Partners LLC | 1,674 | $87.2K | 0.04% | +1,413+541.4% | Added |
| IFG Advisory, LLC | 1,718 | $89.5K | 0.00% | +1,718 | New |
| Signaturefd, LLC | 1,767 | $92.0K | 0.00% | −11−0.6% | Reduced |
| Nykredit A/S | 1,854 | $96.6K | 0.00% | +1,854 | New |
| STRS Ohio | 2,166 | $112.8K | 0.00% | −387−15.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,255 | $117.5K | 0.01% | +235+11.6% | Added |
| EverSource Wealth Advisors, LLC | 2,505 | $130.5K | 0.00% | +205+8.9% | Added |
| State of Wyoming | 2,918 | $152.0K | 0.02% | −1,632−35.9% | Reduced |
| American National Bank | 2,922 | $152.2K | 0.01% | −597−17.0% | Reduced |
| Global Retirement Partners, LLC | 2,971 | $154.8K | 0.00% | +2,971 | New |
| Covestor Ltd | 3,109 | $161.0K | 0.09% | −1,269−29.0% | Reduced |
| Sterling Capital Management LLC | 3,091 | $161.0K | 0.00% | −490−13.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,214 | $167.4K | 0.02% | +3,214 | New |
| KBC Group NV | 3,298 | $172.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,356 | $174.8K | 0.00% | −5,374−61.6% | Reduced |
| Larson Financial Group LLC | 3,378 | $176.0K | 0.00% | +1,239+57.9% | Added |
| Allworth Financial LP | 3,494 | $182.0K | 0.00% | +2,905+493.2% | Added |
| Mather Group, LLC. | 3,503 | $182.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,786 | $197.2K | 0.02% | +3+0.1% | Added |
| Titleist Asset Management, LLC | 3,875 | $201.9K | 0.01% | +3,875 | New |
| Profund Advisors LLC | 3,880 | $202.1K | 0.01% | +3,880 | New |
| Panagora Asset Management Inc | 4,081 | $212.6K | 0.00% | −1,803−30.6% | Reduced |
| Diametric Capital, LP | 4,121 | $214.7K | 0.02% | +4,121 | New |
| Parcion Private Wealth LLC | 4,148 | $216.1K | 0.01% | +4,148 | New |
| First Horizon Corp | 4,151 | $216.2K | 0.01% | −11−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,233 | $220.5K | 0.00% | +4,233 | New |
| BlackDiamond Wealth Management Inc. | 4,351 | $224.5K | 0.09% | −103−2.3% | Reduced |
| Optas, LLC | 4,330 | $225.6K | 0.03% | +4,330 | New |
| Citizens Financial Group Inc | 4,401 | $229.3K | 0.00% | +4,401 | New |
| Semanteon Capital Management, LP | 4,480 | $233.4K | 1.05% | +4,480 | New |
| Fulcrum Asset Management LLP | 4,535 | $234.1K | 0.02% | +4,535 | New |
| Waterloo Capital, L.P. | 4,501 | $234.5K | 0.01% | +4,501 | New |
| Hamilton Capital Partners Inc. | 4,519 | $235.4K | 0.01% | −2,174−32.5% | Reduced |
| HHM Wealth Advisors, LLC | 4,520 | $235.4K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,530 | $236.0K | 0.04% | −43−0.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,575 | $238.3K | 0.05% | −180−3.8% | Reduced |
| Hantz Financial Services, Inc. | 4,608 | $240.0K | 0.00% | +1,991+76.1% | Added |
| Impact Partnership Wealth, LLC | 4,617 | $240.5K | 0.02% | +4,617 | New |
| R Squared Ltd | 4,625 | $240.9K | 0.13% | +4,625 | New |
| Wedmont Private Capital | 4,997 | $253.2K | 0.01% | +607+13.8% | Added |
| Sym Financial Corp | 4,942 | $257.4K | 0.02% | +4,942 | New |
| Maryland State Retirement & Pension System | 4,967 | $258.7K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,017 | $261.3K | 0.00% | +5,017 | New |
| AlphaCore Capital LLC | 5,080 | $264.6K | 0.00% | +5,080 | New |
| Keybank National Association | 5,098 | $265.6K | 0.00% | +5,098 | New |
| Forefront Wealth Partners, LLC | 5,180 | $269.8K | 0.08% | +22+0.4% | Added |
| Mendel Capital Management LLC | 5,185 | $270.1K | 0.12% | +20.0% | Added |
| Snowden Capital Advisors LLC | 5,201 | $270.9K | 0.01% | +5,201 | New |
| GWM Advisors LLC | 5,304 | $276.3K | 0.00% | +4,661+724.9% | Added |
| Quadrant Capital Group LLC | 5,348 | $278.6K | 0.01% | −15−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 5,350 | $278.7K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,361 | $279.3K | 0.00% | −280−5.0% | Reduced |
| Meeder Asset Management Inc | 5,368 | $279.6K | 0.01% | +5,368 | New |
| We Are One Seven, LLC | 5,385 | $280.5K | 0.00% | +444+9.0% | Added |
| Koss-Olinger Consulting, LLC | 5,400 | $281.3K | 0.02% | +5,400 | New |
| The PNC Financial Services Group, Inc. | 5,464 | $284.6K | 0.00% | +13+0.2% | Added |
| Millennium Capital Advisors, LLC | 5,693 | $296.6K | 0.16% | +14+0.2% | Added |
| Bull Harbor Capital LLC | 5,730 | $298.5K | 0.06% | +5,730 | New |
| Gotham Asset Management, LLC | 5,754 | $299.7K | 0.00% | −80−1.4% | Reduced |
| Inscription Capital, LLC | 5,766 | $300.4K | 0.03% | −1,805−23.8% | Reduced |
| Bank Ozk | 5,818 | $303.1K | 0.09% | −454−7.2% | Reduced |
| Sanctuary Advisors, LLC | 5,853 | $304.9K | 0.00% | +5,853 | New |
| Virtu Financial LLC | 5,848 | $305.0K | 0.01% | +5,848 | New |
| Ensign Peak Advisors, Inc | 5,877 | $306.1K | 0.00% | −34,260−85.4% | Reduced |
| Machina Capital S.A.S. | 5,966 | $310.8K | 0.05% | +5,966 | New |
| US Bancorp | 6,012 | $313.2K | 0.00% | +2,233+59.1% | Added |
| Callan Family Office, LLC | 6,101 | $317.8K | 0.01% | +25+0.4% | Added |
| GAMMA Investing LLC | 6,150 | $320.4K | 0.01% | +895+17.0% | Added |
| Crossmark Global Holdings, Inc. | 6,180 | $321.9K | 0.00% | −60−1.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 6,204 | $323.0K | 0.07% | −259−4.0% | Reduced |
| Crestwood Advisors Group LLC | 6,202 | $323.1K | 0.00% | +6,202 | New |
| D.A. Davidson & Co. | 6,203 | $323.2K | 0.00% | −266−4.1% | Reduced |
| SG Americas Securities, LLC | 6,283 | $327.0K | 0.00% | −32,197−83.7% | Reduced |
| Hexagon Capital Partners LLC | 6,305 | $328.4K | 0.05% | +112+1.8% | Added |
| Abel Hall, LLC | 6,350 | $330.8K | 0.06% | +312+5.2% | Added |
| Walleye Trading LLC | 6,391 | $332.9K | 0.00% | −2,289−26.4% | Reduced |
| Lathrop Investment Management Corp | 6,397 | $333.0K | 0.06% | −444−6.5% | Reduced |
| Integrated Advisors Network LLC | 6,516 | $339.4K | 0.02% | −1,774−21.4% | Reduced |
| Boothbay Fund Management, LLC | 6,581 | $342.8K | 0.01% | +6,581 | New |
| Krilogy Financial LLC | 6,685 | $348.2K | 0.01% | +6,685 | New |
| Regions Financial Corp | 6,708 | $349.4K | 0.00% | −46−0.7% | Reduced |
| Lido Advisors, LLC | 6,823 | $355.4K | 0.00% | +6,823 | New |
| Farther Finance Advisors, LLC | 6,983 | $363.7K | 0.00% | +2,047+41.5% | Added |
| Brighton Jones LLC | 7,122 | $371.0K | 0.01% | +7,122 | New |
| Versant Capital Management, Inc | 7,278 | $379.1K | 0.03% | −90−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 7,334 | $382.0K | 0.00% | +519+7.6% | Added |
| Advisors Capital Management, LLC | 7,340 | $382.3K | 0.00% | 00.0% | Unchanged |