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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 64,154 | $3.34M | 0.00% | −77,982−54.9% | Reduced |
| Great West Life Assurance Co | 64,380 | $3.35M | 0.01% | −471−0.7% | Reduced |
| Inspire Advisors, LLC | 66,480 | $3.48M | 0.24% | −9,447−12.4% | Reduced |
| Fieldview Capital Management, LLC | 67,864 | $3.54M | 1.01% | +26,682+64.8% | Added |
| Rafferty Asset Management, LLC | 68,205 | $3.55M | 0.01% | −37,306−35.4% | Reduced |
| Mercer Global Advisors Inc | 68,233 | $3.55M | 0.00% | +47,409+227.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 79,703 | $3.60M | 0.01% | +51,364+181.2% | Added |
| Moody Aldrich Partners LLC | 69,648 | $3.63M | 0.65% | −14,252−17.0% | Reduced |
| Creative Planning | 70,595 | $3.68M | 0.00% | +30,789+77.3% | Added |
| Ballast Asset Management, LP | 71,665 | $3.73M | 1.49% | −640−0.9% | Reduced |
| Nitor Capital Management LLC | 72,095 | $3.76M | 2.53% | +1,325+1.9% | Added |
| Lighthouse Investment Partners, LLC | 72,212 | $3.76M | 0.12% | +8,322+13.0% | Added |
| Ameritas Investment Partners, Inc. | 74,670 | $3.89M | 0.10% | −314−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 74,759 | $3.89M | 0.00% | +308+0.4% | Added |
| MML Investors Services, LLC | 76,829 | $4.00M | 0.01% | +12,324+19.1% | Added |
| Jefferies Financial Group Inc. | 79,200 | $4.13M | 0.04% | +79,200 | New |
| B. Metzler seel. Sohn & Co. AG | 79,862 | $4.16M | 0.04% | −17,576−18.0% | Reduced |
| Horrell Capital Management, Inc. | 80,866 | $4.21M | 1.93% | −8,732−9.7% | Reduced |
| Villanova Investment Management Co LLC | 81,606 | $4.25M | 4.03% | −10,650−11.5% | Reduced |
| Integrated Wealth Concepts LLC | 82,416 | $4.29M | 0.03% | +82,416 | New |
| Vanguard Global Advisers, LLC | 82,675 | $4.31M | 0.00% | −2,895−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,750 | $4.47M | 0.01% | +13,132+18.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 89,047 | $4.64M | 0.01% | +3,256+3.8% | Added |
| FIL Ltd | 89,169 | $4.64M | 0.00% | +19,188+27.4% | Added |
| Price T Rowe Associates Inc | 98,539 | $5.13M | 0.00% | +3,453+3.6% | Added |
| TCW Group Inc | 101,277 | $5.28M | 0.04% | +11,600+12.9% | Added |
| Wells Fargo & Company | 102,567 | $5.34M | 0.00% | +252+0.2% | Added |
| Retirement Systems of Alabama | 106,134 | $5.53M | 0.02% | −21,070−16.6% | Reduced |
| Vanguard Asset Management, Ltd | 106,571 | $5.55M | 0.00% | +13,616+14.6% | Added |
| Ameriprise Financial Inc | 106,645 | $5.56M | 0.00% | −17,610−14.2% | Reduced |
| State Board of Administration of Florida Retirement System | 106,743 | $5.56M | 0.01% | −2,870−2.6% | Reduced |
| Colony Group, LLC | 106,894 | $5.56M | 0.01% | −53,747−33.5% | Reduced |
| South Dakota Investment Council | 109,510 | $5.70M | 0.10% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 110,354 | $5.75M | 0.01% | +17,135+18.4% | Added |
| Cerity Partners LLC | 114,604 | $5.97M | 0.01% | +74,667+187.0% | Added |
| New York State Teachers Retirement System | 118,329 | $6.16M | 0.01% | −1,094−0.9% | Reduced |
| California State Teachers Retirement System | 121,883 | $6.35M | 0.01% | −11,303−8.5% | Reduced |
| Man Group plc | 123,981 | $6.46M | 0.01% | −87,289−41.3% | Reduced |
| Gsa Capital Partners LLP | 129,863 | $6.76M | 0.43% | −5,579−4.1% | Reduced |
| MAI Capital Management | 131,906 | $6.87M | 0.03% | +47,144+55.6% | Added |
| Legal & General Group Plc | 135,322 | $7.05M | 0.00% | −4,227−3.0% | Reduced |
| Allianz Asset Management GmbH | 135,929 | $7.08M | 0.01% | −90,135−39.9% | Reduced |
| Russell Investments Group, Ltd. | 137,863 | $7.18M | 0.01% | −4,096−2.9% | Reduced |
| ExodusPoint Capital Management, LP | 138,823 | $7.23M | 0.07% | +88,253+174.5% | Added |
| Alliancebernstein L.P. | 159,249 | $7.31M | 0.00% | +30,048+23.3% | Added |
| Hudson Bay Capital Management LP | 140,614 | $7.32M | 0.03% | 00.0% | Unchanged |
| QV Investors Inc. | 142,060 | $7.40M | 0.57% | −3,310−2.3% | Reduced |
| CBOE Vest Financial, LLC | 151,117 | $7.87M | 0.08% | +4,655+3.2% | Added |
| Nuveen, LLC | 160,379 | $8.35M | 0.00% | +12,399+8.4% | Added |
| Ci Investments Inc. | 163,780 | $8.53M | 0.03% | −14,502−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 169,505 | $8.83M | 0.05% | +77,593+84.4% | Added |
| Congress Asset Management Co | 174,690 | $9.10M | 0.06% | +66,088+60.9% | Added |
| CI Private Wealth, LLC | 182,738 | $9.52M | 0.01% | +19,595+12.0% | Added |
| Mariner, LLC | 184,930 | $9.63M | 0.01% | +155,828+535.5% | Added |
| Virginia Retirement Systems Et Al | 190,934 | $9.95M | 0.06% | −17,900−8.6% | Reduced |
| Numerai GP LLC | 203,437 | $10.6M | 0.87% | +41,323+25.5% | Added |
| Quantbot Technologies LP | 210,162 | $10.9M | 0.43% | −63,063−23.1% | Reduced |
| Swiss National Bank | 210,433 | $11.0M | 0.01% | −2,300−1.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 240,786 | $11.6M | 0.23% | +240,786 | New |
| Hodges Capital Management Inc. | 222,823 | $11.6M | 0.77% | −28,753−11.4% | Reduced |
| Trexquant Investment LP | 226,299 | $11.8M | 0.07% | +226,299 | New |
| Barclays PLC | 231,583 | $12.1M | 0.00% | −14,836−6.0% | Reduced |
| Principal Financial Group Inc | 233,693 | $12.2M | 0.01% | +1,362+0.6% | Added |
| California Public Employees Retirement System | 237,875 | $12.4M | 0.01% | +6,221+2.7% | Added |
| Point72 Asset Management, L.P. | 239,299 | $12.5M | 0.02% | +17,745+8.0% | Added |
| Clearbridge Investments, LLC | 241,930 | $12.6M | 0.01% | +2,965+1.2% | Added |
| Weybosset Research & Management LLC | 242,266 | $12.6M | 3.31% | +2,879+1.2% | Added |
| Ranger Investment Management, L.P. | 254,180 | $13.2M | 0.84% | −17,407−6.4% | Reduced |
| Rice Hall James & Associates, LLC | 259,433 | $13.5M | 0.66% | −160−0.1% | Reduced |
| Envestnet Asset Management Inc | 266,877 | $13.9M | 0.00% | +7,762+3.0% | Added |
| Public Sector Pension Investment Board | 268,064 | $14.0M | 0.04% | −7,625−2.8% | Reduced |
| Diamond Hill Capital Management Inc | 269,495 | $14.0M | 0.11% | +10,442+4.0% | Added |
| Victory Capital Management Inc | 278,961 | $14.5M | 0.01% | −118,117−29.7% | Reduced |
| Jump Financial, LLC | 281,488 | $14.7M | 0.13% | +178,888+174.4% | Added |
| Earnest Partners LLC | 287,583 | $15.0M | 0.05% | −475−0.2% | Reduced |
| Bridgewater Associates, LP | 287,790 | $15.0M | 0.06% | +4,570+1.6% | Added |
| Cabot Wealth Management Inc | 289,305 | $15.1M | 1.53% | −5,538−1.9% | Reduced |
| JPMorgan Chase & Co | 289,468 | $15.2M | 0.00% | −14,739−4.8% | Reduced |
| UBS Asset Management Americas Inc | 297,669 | $15.5M | 0.00% | −12,260−4.0% | Reduced |
| Rhumbline Advisers | 303,917 | $15.8M | 0.01% | −21,542−6.6% | Reduced |
| Algert Global LLC | 319,312 | $16.6M | 0.20% | −40,638−11.3% | Reduced |
| Mackenzie Financial Corp | 323,129 | $16.8M | 0.02% | −245,662−43.2% | Reduced |
| Franklin Resources Inc | 327,434 | $17.1M | 0.00% | +28,129+9.4% | Added |
| Treasurer of the State of North Carolina | 335,972 | $17.5M | 0.05% | +540+0.2% | Added |
| Raymond James Financial Inc | 341,754 | $17.8M | 0.00% | +9,499+2.9% | Added |
| HRT Financial LP | 435,761 | $22.7M | 0.04% | +270,688+164.0% | Added |
| Citadel Advisors LLC | 440,728 | $23.0M | 0.01% | −713,177−61.8% | Reduced |
| LPL Financial LLC | 451,390 | $23.5M | 0.01% | +4,107+0.9% | Added |
| Citigroup Inc | 458,513 | $23.9M | 0.01% | +207,668+82.8% | Added |
| Wellington Management Group LLP | 470,333 | $24.5M | 0.00% | −251,154−34.8% | Reduced |
| Twin Lions Management LLC | 485,160 | $25.3M | 19.82% | 00.0% | Unchanged |
| LSV Asset Management | 499,100 | $26.0M | 0.05% | −4,700−0.9% | Reduced |
| SEI Investments Co | 518,824 | $27.0M | 0.02% | −90,870−14.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 521,909 | $27.6M | 0.04% | +136,200+35.3% | Added |
| ProShare Advisors LLC | 545,129 | $28.4M | 0.04% | +7,306+1.4% | Added |
| UBS Group AG | 545,546 | $28.4M | 0.00% | +89,466+19.6% | Added |
| Newport Trust Co | 592,739 | $30.9M | 0.07% | −18,657−3.1% | Reduced |
| Voloridge Investment Management, LLC | 609,347 | $31.7M | 0.14% | −87,291−12.5% | Reduced |
| Vanguard Fiduciary Trust Co | 652,319 | $34.0M | 0.01% | +5,623+0.9% | Added |
| Bank of America Corp | 656,898 | $34.2M | 0.00% | −117,355−15.2% | Reduced |