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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 21,271 | $1.07M | 0.02% | +9,312+77.9% | Added |
| Prudential Financial Inc | 20,518 | $1.07M | 0.00% | −425−2.0% | Reduced |
| Fox Run Management, L.L.C. | 20,668 | $1.08M | 0.18% | +16,094+351.9% | Added |
| denkapparat Operations GmbH | 20,776 | $1.08M | 0.35% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,128 | $1.10M | 0.00% | −22,620−51.7% | Reduced |
| Oregon Public Employees Retirement Fund | 21,244 | $1.11M | 0.01% | −100−0.5% | Reduced |
| Entropy Technologies, LP | 21,265 | $1.11M | 0.04% | +10,569+98.8% | Added |
| Harbor Advisors LLC | 21,455 | $1.12M | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 21,571 | $1.12M | 0.14% | +21,571 | New |
| Simmons Bank | 21,574 | $1.12M | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 21,653 | $1.13M | 0.01% | −1,287−5.6% | Reduced |
| Evolve Private Wealth, LLC | 21,906 | $1.14M | 0.07% | +2,369+12.1% | Added |
| Truist Financial Corp | 22,259 | $1.16M | 0.00% | +1,164+5.5% | Added |
| Ridgewood Investments LLC | 22,374 | $1.17M | 0.44% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 22,500 | $1.17M | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 22,536 | $1.17M | 0.02% | −4,654−17.1% | Reduced |
| Stifel Financial Corp | 23,076 | $1.20M | 0.00% | −514−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,083 | $1.20M | 0.01% | −163−0.7% | Reduced |
| Cookson Peirce & Co Inc | 23,110 | $1.20M | 0.04% | +1,161+5.3% | Added |
| Advisor Group Holdings, Inc. | 23,506 | $1.22M | 0.00% | +584+2.5% | Added |
| Parrish Capital LLC | 23,916 | $1.25M | 1.20% | −3,580−13.0% | Reduced |
| State of Michigan Retirement System | 24,012 | $1.25M | 0.01% | −1,000−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,567 | $1.28M | 0.01% | −1,431−5.5% | Reduced |
| XTX Topco Ltd | 24,724 | $1.29M | 0.02% | +16,685+207.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,827 | $1.29M | 0.00% | −36,786−59.7% | Reduced |
| HighTower Advisors, LLC | 24,836 | $1.29M | 0.00% | −6,775−21.4% | Reduced |
| Wincap Financial LLC | 25,777 | $1.34M | 0.73% | +2,067+8.7% | Added |
| Aviance Capital Partners, LLC | 25,880 | $1.35M | 0.14% | −848−3.2% | Reduced |
| Edgestream Partners, L.P. | 25,901 | $1.35M | 0.04% | −177,285−87.3% | Reduced |
| Pathstone Holdings, LLC | 26,421 | $1.38M | 0.00% | −672−2.5% | Reduced |
| 1832 Asset Management L.P. | 26,471 | $1.38M | 0.00% | −1,616,854−98.4% | Reduced |
| Commerce Bank | 26,483 | $1.38M | 0.01% | −74−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,722 | $1.39M | 0.00% | +1,211+4.7% | Added |
| Thrivent Financial for Lutherans | 26,939 | $1.40M | 0.00% | −591−2.1% | Reduced |
| Palogic Value Management, L.P. | 27,546 | $1.43M | 0.51% | −9,954−26.5% | Reduced |
| Yousif Capital Management, LLC | 28,309 | $1.47M | 0.02% | −2,161−7.1% | Reduced |
| Handelsbanken Fonder AB | 28,725 | $1.50M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28,926 | $1.51M | 0.00% | +13,493+87.4% | Added |
| Arizona State Retirement System | 28,937 | $1.51M | 0.01% | −585−2.0% | Reduced |
| Palisade Capital Management LLC | 29,408 | $1.53M | 0.07% | −7,842−21.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 29,534 | $1.54M | 0.00% | +4,655+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,607 | $1.54M | 0.00% | +3,056+11.5% | Added |
| Greenfield Seitz Capital Management, LLC | 29,827 | $1.55M | 0.46% | −1,392−4.5% | Reduced |
| Louisiana State Employees Retirement System | 30,000 | $1.56M | 0.02% | −100−0.3% | Reduced |
| Militia Capital Management LLC | 30,000 | $1.56M | 0.28% | +10,000+50.0% | Added |
| Lazard Asset Management LLC | 30,011 | $1.56M | 0.00% | +3,097+11.5% | Added |
| Fifth Third Bancorp | 30,673 | $1.60M | 0.00% | −2,954−8.8% | Reduced |
| KLP Kapitalforvaltning AS | 30,800 | $1.60M | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,930 | $1.61M | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 31,408 | $1.64M | 0.08% | +1,788+6.0% | Added |
| Public Employees Retirement System of Ohio | 31,489 | $1.64M | 0.00% | −4,175−11.7% | Reduced |
| Elo Mutual Pension Insurance Co | 32,412 | $1.69M | 0.02% | +19,080+143.1% | Added |
| TMB Capital Partners, LLC | 32,651 | $1.70M | 0.53% | +10.0% | Added |
| Caxton Associates LLP | 32,799 | $1.71M | 0.03% | −1,017−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 32,889 | $1.71M | 0.02% | −940−2.8% | Reduced |
| Dark Forest Capital Management LP | 32,919 | $1.71M | 0.11% | +32,919 | New |
| CAPROCK Group, Inc. | 33,245 | $1.73M | 0.03% | −525−1.6% | Reduced |
| Neuberger Berman Group LLC | 33,719 | $1.76M | 0.00% | +4,606+15.8% | Added |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.82M | 0.01% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 35,800 | $1.86M | 1.57% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 37,383 | $1.95M | 0.09% | −13,596−26.7% | Reduced |
| Stephens Inc | 38,033 | $1.98M | 0.02% | +777+2.1% | Added |
| Mutual of America Capital Management LLC | 38,096 | $1.98M | 0.02% | −1,667−4.2% | Reduced |
| New Age Alpha Advisors, LLC | 38,168 | $1.99M | 0.08% | −53,001−58.1% | Reduced |
| Oak Thistle LLC | 38,610 | $2.01M | 0.19% | +38,610 | New |
| State of Tennessee, Treasury Department | 39,522 | $2.06M | 0.01% | −711−1.8% | Reduced |
| Summit Trail Advisors, LLC | 40,448 | $2.11M | 0.03% | −3,825−8.6% | Reduced |
| Buckingham Strategic Partners | 41,441 | $2.16M | 0.02% | +7,373+21.6% | Added |
| State of New Jersey Common Pension Fund D | 41,694 | $2.17M | 0.01% | −4,128−9.0% | Reduced |
| Sowell Financial Services LLC | 41,768 | $2.18M | 0.07% | +2,097+5.3% | Added |
| Nomura Asset Management International Inc. | 41,900 | $2.18M | 0.00% | +2,051+5.1% | Added |
| Coldstream Capital Management Inc | 42,346 | $2.21M | 0.03% | −1,601−3.6% | Reduced |
| Natixis Advisors, L.P. | 43,012 | $2.24M | 0.00% | +12,521+41.1% | Added |
| Qube Research & Technologies Ltd | 43,759 | $2.28M | 0.00% | +43,759 | New |
| New York State Common Retirement Fund | 44,706 | $2.33M | 0.00% | −4,000−8.2% | Reduced |
| HSBC Holdings PLC | 44,702 | $2.33M | 0.00% | +6,088+15.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 44,994 | $2.34M | 0.02% | −2,207−4.7% | Reduced |
| Cetera Investment Advisers | 45,236 | $2.36M | 0.00% | +2,461+5.8% | Added |
| Amalgamated Bank | 45,426 | $2.37M | 0.02% | −2,368−5.0% | Reduced |
| Neo Ivy Capital Management | 47,185 | $2.46M | 0.57% | +8,490+21.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 47,622 | $2.48M | 0.05% | −21,939−31.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,859 | $2.49M | 0.00% | 00.0% | Unchanged |
| Jupiter Topco LLC | 48,087 | $2.50M | 0.00% | +48,087 | New |
| MetLife Investment Management | 49,408 | $2.57M | 0.01% | −1,682−3.3% | Reduced |
| Picton Mahoney Asset Management | 49,411 | $2.57M | 0.02% | +49,411 | New |
| Money Concepts Capital Corp | 50,860 | $2.65M | 0.12% | +1,726+3.5% | Added |
| Cardinal Capital Management | 51,317 | $2.67M | 0.32% | +348+0.7% | Added |
| Naviter Wealth, LLC | 53,704 | $2.80M | 0.25% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 53,738 | $2.80M | 0.02% | −3,732−6.5% | Reduced |
| Nisa Investment Advisors, LLC | 53,787 | $2.80M | 0.01% | +5,306+10.9% | Added |
| Baird Financial Group, Inc. | 54,025 | $2.81M | 0.00% | +7,507+16.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,483 | $2.89M | 0.01% | −36,862−39.9% | Reduced |
| Oppenheimer Asset Management Inc. | 55,512 | $2.89M | 0.03% | −22,936−29.2% | Reduced |
| Capital Fund Management S.A. | 55,929 | $2.91M | 0.02% | +55,929 | New |
| Legacy Capital Wealth Partners, LLC | 61,874 | $3.22M | 0.62% | +128+0.2% | Added |
| Empowered Funds, LLC | 62,902 | $3.28M | 0.02% | +3,225+5.4% | Added |
| Hussman Strategic Advisors, Inc. | 63,000 | $3.28M | 0.76% | +63,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 63,200 | $3.29M | 0.11% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 63,305 | $3.30M | 0.09% | +2,435+4.0% | Added |
| Great Lakes Advisors, LLC | 63,497 | $3.31M | 0.03% | −35,928−36.1% | Reduced |