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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 7,382 | $384.5K | 0.00% | −178,058−96.0% | Reduced |
| Sciencast Management LP | 7,448 | $388.0K | 0.08% | +7,448 | New |
| Securian Asset Management, Inc | 7,523 | $391.3K | 0.01% | −71−0.9% | Reduced |
| Evergreen Capital Management LLC | 7,600 | $395.9K | 0.01% | −4,968−39.5% | Reduced |
| Atlas Capital Advisors LLC | 7,659 | $399.0K | 0.04% | +6,698+697.0% | Added |
| Sigma Planning Corp | 7,671 | $399.6K | 0.01% | +472+6.6% | Added |
| Principal Securities, Inc. | 7,768 | $404.6K | 0.00% | +2,533+48.4% | Added |
| Acorn Financial Advisory Services Inc | 7,775 | $405.0K | 0.05% | +72+0.9% | Added |
| United Capital Financial Advisers, LLC | 7,817 | $407.2K | 0.00% | −315−3.9% | Reduced |
| Two Sigma Securities, LLC | 7,822 | $407.4K | 0.04% | −9,386−54.5% | Reduced |
| Ieq Capital, LLC | 7,871 | $410.0K | 0.00% | +7,871 | New |
| Glenmede Trust Co NA | 7,915 | $412.3K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,985 | $415.9K | 0.11% | +2,785+53.6% | Added |
| Financial Management, Inc. | 8,029 | $418.3K | 0.34% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,169 | $425.5K | 0.00% | −5,507−40.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,365 | $435.7K | 0.00% | −28,990−77.6% | Reduced |
| Pallas Capital Advisors LLC | 8,398 | $437.5K | 0.01% | +2,927+53.5% | Added |
| Arkansas Financial Group, Inc. | 8,410 | $438.1K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,467 | $441.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 8,795 | $441.2K | 0.01% | +8,795 | New |
| Commonwealth Equity Services, LLC | 8,624 | $449.2K | 0.00% | +1,594+22.7% | Added |
| M&T Bank Corp | 8,725 | $454.5K | 0.00% | −6,617−43.1% | Reduced |
| Baker Avenue Asset Management, LP | 8,749 | $455.7K | 0.01% | +3,840+78.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,861 | $461.6K | 0.00% | +1,094+14.1% | Added |
| West Family Investments, Inc. | 9,176 | $478.0K | 0.14% | +9,176 | New |
| RSM US Wealth Management LLC | 9,276 | $483.2K | 0.01% | +192+2.1% | Added |
| Camden Capital, LLC | 9,369 | $488.0K | 0.02% | +3,055+48.4% | Added |
| Mustard Seed Financial, LLC | 9,612 | $500.7K | 0.26% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,632 | $501.8K | 0.00% | +418+4.5% | Added |
| Public Employees Retirement Association of Colorado | 9,839 | $513.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,135 | $527.9K | 0.00% | −333−3.2% | Reduced |
| Groesbeck Investment Management Corp | 10,189 | $531.0K | 0.85% | −294−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,305 | $536.8K | 0.00% | +212+2.1% | Added |
| Cornerstone Wealth Management, LLC | 10,475 | $545.7K | 0.02% | −159−1.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $548.1K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,635 | $554.0K | 0.00% | +5,285+98.8% | Added |
| Deutsche Bank AG | 10,729 | $558.9K | 0.00% | −152−1.4% | Reduced |
| Sagewood Asset Management LP | 10,790 | $562.1K | 0.13% | +5,057+88.2% | Added |
| DRW Securities, LLC | 10,810 | $563.1K | 0.03% | +10,810 | New |
| Agp Franklin, LLC | 10,911 | $568.4K | 0.25% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $568.8K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,254 | $586.6K | 0.00% | +3,937+53.8% | Added |
| Syon Capital LLC | 11,416 | $594.7K | 0.03% | +2,055+22.0% | Added |
| Alps Advisors Inc | 11,518 | $600.0K | 0.00% | +111+1.0% | Added |
| Benjamin Edwards Inc | 11,770 | $613.4K | 0.01% | +202+1.7% | Added |
| Park Avenue Securities LLC | 11,826 | $616.0K | 0.00% | +825+7.5% | Added |
| TCG Advisory Services, LLC | 12,094 | $630.0K | 0.01% | +3,894+47.5% | Added |
| Quadrature Capital Ltd | 12,242 | $637.7K | 0.01% | +12,242 | New |
| Verdence Capital Advisors LLC | 12,382 | $645.0K | 0.03% | −474−3.7% | Reduced |
| EP Wealth Advisors, LLC | 12,523 | $652.3K | 0.00% | +2,968+31.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,677 | $660.3K | 0.01% | +3,932+45.0% | Added |
| Gilliland Jeter Wealth Management LLC | 12,695 | $661.3K | 0.17% | +45+0.4% | Added |
| Capital Investment Advisors, LLC | 12,764 | $664.9K | 0.01% | −392−3.0% | Reduced |
| DekaBank Deutsche Girozentrale | 14,738 | $666.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,948 | $674.5K | 0.00% | +7,622+143.1% | Added |
| Rothschild Investment LLC | 13,139 | $684.4K | 0.03% | +13,071+19,222.1% | Added |
| Davis Investment Partners, LLC | 13,392 | $697.6K | 0.21% | 00.0% | Unchanged |
| Burney Co | 13,470 | $701.6K | 0.02% | +75+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,614 | $709.2K | 0.02% | +15+0.1% | Added |
| Bank of Montreal | 13,643 | $710.7K | 0.00% | −28,060−67.3% | Reduced |
| Total Wealth Planning & Management, Inc. | 13,671 | $712.1K | 0.52% | +1,911+16.3% | Added |
| Campbell & CO Investment Adviser LLC | 13,695 | $713.4K | 0.04% | +13,695 | New |
| Walleye Capital LLC | 14,169 | $738.1K | 0.00% | +11,167+372.0% | Added |
| Concurrent Investment Advisors, LLC | 14,183 | $738.8K | 0.01% | +450+3.3% | Added |
| Vident Advisory, LLC | 14,300 | $744.9K | 0.01% | −259−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 14,387 | $749.4K | 0.00% | +12,400+624.1% | Added |
| Xponance, Inc. | 14,426 | $751.5K | 0.00% | −436−2.9% | Reduced |
| Brevan Howard Capital Management LP | 14,469 | $753.7K | 0.01% | −87,801−85.9% | Reduced |
| Frec Markets, Inc. | 14,756 | $768.6K | 0.07% | +8,006+118.6% | Added |
| State of Alaska, Department of Revenue | 14,816 | $771.0K | 0.01% | −234−1.6% | Reduced |
| Unison Advisors LLC | 15,527 | $808.8K | 0.06% | +145+0.9% | Added |
| FMR LLC | 15,555 | $810.3K | 0.00% | +16+0.1% | Added |
| Stevens Capital Management LP | 15,700 | $818.0K | 0.20% | +8,742+125.6% | Added |
| Atria Investments LLC | 15,783 | $822.1K | 0.01% | +851+5.7% | Added |
| Tower Research Capital LLC (TRC) | 15,916 | $829.1K | 0.02% | +4,578+40.4% | Added |
| Mirabella Financial Services LLP | 16,347 | $851.5K | 0.08% | +16,347 | New |
| Pacer Advisors, Inc. | 16,411 | $855.0K | 0.00% | +4,222+34.6% | Added |
| Susquehanna International Group, LLP | 16,462 | $857.5K | 0.00% | −161,898−90.8% | Reduced |
| Kera Capital Partners, Inc. | 16,502 | $859.6K | 0.08% | +3,078+22.9% | Added |
| Level Four Advisory Services, LLC | 16,778 | $874.0K | 0.02% | +37+0.2% | Added |
| Peninsula Asset Management Inc | 16,897 | $880.2K | 0.42% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 17,116 | $891.6K | 0.01% | +17,116 | New |
| Toroso Investments, LLC | 17,315 | $901.9K | 0.00% | +825+5.0% | Added |
| Engineers Gate Manager LP | 17,540 | $913.7K | 0.01% | −69,621−79.9% | Reduced |
| JustInvest LLC | 17,703 | $922.1K | 0.01% | +457+2.6% | Added |
| Naples Global Advisors, LLC | 17,938 | $934.4K | 0.06% | +2,174+13.8% | Added |
| Pictet Asset Management Holding SA | 18,229 | $949.5K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 18,539 | $965.7K | 0.11% | −27,054−59.3% | Reduced |
| Winton Group Ltd | 18,679 | $973.0K | 0.03% | −8,061−30.1% | Reduced |
| Amundi | 18,905 | $984.8K | 0.00% | −17,182−47.6% | Reduced |
| State of Wisconsin Investment Board | 19,007 | $990.1K | 0.00% | +8,595+82.5% | Added |
| Janney Montgomery Scott LLC | 19,126 | $996.0K | 0.00% | −1,423−6.9% | Reduced |
| First Manhattan Co | 19,335 | $1.01M | 0.00% | −1,086−5.3% | Reduced |
| Federated Hermes, Inc. | 19,436 | $1.01M | 0.00% | +11,188+135.6% | Added |
| Worldquant Millennium Advisors LLC | 19,489 | $1.02M | 0.00% | −1,436−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 19,620 | $1.02M | 0.01% | −3,575−15.4% | Reduced |
| Burford Brothers, Inc. | 19,624 | $1.02M | 0.38% | −64−0.3% | Reduced |
| BTC Capital Management, Inc. | 19,653 | $1.04M | 0.06% | +195+1.0% | Added |
| Merit Financial Group, LLC | 19,931 | $1.04M | 0.01% | +9,232+86.3% | Added |
| Foster & Motley Inc | 20,262 | $1.05M | 0.05% | +7,614+60.2% | Added |