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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 660,025 | $34.4M | 0.61% | −17,320−2.6% | Reduced |
| Renaissance Technologies LLC | 781,897 | $40.7M | 0.06% | −137,000−14.9% | Reduced |
| Tudor Investment Corp Et Al | 810,073 | $42.2M | 0.17% | +143,351+21.5% | Added |
| Arrowstreet Capital, Limited Partnership | 860,817 | $44.8M | 0.02% | +272,632+46.4% | Added |
| Fairholme Capital Management LLC | 921,252 | $48.0M | 3.22% | 00.0% | Unchanged |
| Millennium Management LLC | 932,160 | $48.6M | 0.03% | +22,572+2.5% | Added |
| Northern Trust Corp | 955,993 | $49.8M | 0.01% | +950.0% | Added |
| Invesco Ltd. | 1,005,215 | $52.4M | 0.00% | +22,100+2.2% | Added |
| Morgan Stanley | 1,120,435 | $58.4M | 0.00% | −252,022−18.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,165,435 | $60.7M | 0.04% | +135,770+13.2% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,198,116 | $62.4M | 2.12% | −32,943−2.7% | Reduced |
| Bank of New York Mellon Corp | 1,217,324 | $63.4M | 0.01% | +79,166+7.0% | Added |
| Quantinno Capital Management LP | 1,327,775 | $69.2M | 0.08% | +397,887+42.8% | Added |
| Two Sigma Investments, LP | 1,330,867 | $69.3M | 0.05% | +448,040+50.8% | Added |
| Norges Bank | 1,570,873 | $81.8M | 0.01% | +1,570,873 | New |
| Goldman Sachs Group Inc | 1,575,317 | $82.1M | 0.01% | +639,724+68.4% | Added |
| Van Berkom & Associates Inc. | 1,604,567 | $83.6M | 2.69% | −119,833−6.9% | Reduced |
| Captrust Financial Advisors | 2,570,708 | $133.9M | 0.21% | +249,812+10.8% | Added |
| First Trust Advisors LP | 3,037,125 | $158.2M | 0.09% | +1,0240.0% | Added |
| AQR Capital Management LLC | 3,274,181 | $169.6M | 0.06% | +1,664,598+103.4% | Added |
| Geode Capital Management, LLC | 3,282,071 | $184.0M | 0.01% | +108,281+3.4% | Added |
| American Century Companies Inc | 3,674,397 | $191.4M | 0.08% | +313,446+9.3% | Added |
| Charles Schwab Investment Management Inc | 4,103,828 | $213.8M | 0.03% | +259,791+6.8% | Added |
| Wasatch Advisors Inc | 4,695,376 | $244.6M | 1.60% | −1,431,022−23.4% | Reduced |
| Vanguard Capital Management LLC | 4,733,512 | $246.6M | 0.01% | +48,106+1.0% | Added |
| Vanguard Portfolio Management LLC | 5,199,115 | $270.8M | 0.01% | −155,837−2.9% | Reduced |
| State Street Corp | 6,076,462 | $316.5M | 0.01% | −61,684−1.0% | Reduced |
| Dimensional Fund Advisors LP | 6,681,155 | $348.0M | 0.06% | +55,495+0.8% | Added |
| BlackRock, Inc. | 10,739,401 | $559.4M | 0.01% | −196,958−1.8% | Reduced |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −206,053−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −100,586−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −89,627−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −42,364−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −33,868−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −34,140−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −24,376−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −15,092−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,435−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,816−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,035−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,030−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,875−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,952−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,742−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −5,569−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sapience Investments, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |