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 |
|---|---|---|---|---|---|
| Vanguard Asset Management, Ltd | 106,571 | $5.55M | 0.00% | +13,616+14.6% | Added |
| Retirement Systems of Alabama | 106,134 | $5.53M | 0.02% | −21,070−16.6% | Reduced |
| Wells Fargo & Company | 102,567 | $5.34M | 0.00% | +252+0.2% | Added |
| TCW Group Inc | 101,277 | $5.28M | 0.04% | +11,600+12.9% | Added |
| Price T Rowe Associates Inc | 98,539 | $5.13M | 0.00% | +3,453+3.6% | Added |
| FIL Ltd | 89,169 | $4.64M | 0.00% | +19,188+27.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 89,047 | $4.64M | 0.01% | +3,256+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,750 | $4.47M | 0.01% | +13,132+18.1% | Added |
| Vanguard Global Advisers, LLC | 82,675 | $4.31M | 0.00% | −2,895−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 82,416 | $4.29M | 0.03% | +82,416 | New |
| Villanova Investment Management Co LLC | 81,606 | $4.25M | 4.03% | −10,650−11.5% | Reduced |
| Horrell Capital Management, Inc. | 80,866 | $4.21M | 1.93% | −8,732−9.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 79,862 | $4.16M | 0.04% | −17,576−18.0% | Reduced |
| Jefferies Financial Group Inc. | 79,200 | $4.13M | 0.04% | +79,200 | New |
| MML Investors Services, LLC | 76,829 | $4.00M | 0.01% | +12,324+19.1% | Added |
| Manufacturers Life Insurance Company, The | 74,759 | $3.89M | 0.00% | +308+0.4% | Added |
| Ameritas Investment Partners, Inc. | 74,670 | $3.89M | 0.10% | −314−0.4% | Reduced |
| Lighthouse Investment Partners, LLC | 72,212 | $3.76M | 0.12% | +8,322+13.0% | Added |
| Nitor Capital Management LLC | 72,095 | $3.76M | 2.53% | +1,325+1.9% | Added |
| Ballast Asset Management, LP | 71,665 | $3.73M | 1.49% | −640−0.9% | Reduced |
| Creative Planning | 70,595 | $3.68M | 0.00% | +30,789+77.3% | Added |
| Moody Aldrich Partners LLC | 69,648 | $3.63M | 0.65% | −14,252−17.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 79,703 | $3.60M | 0.01% | +51,364+181.2% | Added |
| Mercer Global Advisors Inc | 68,233 | $3.55M | 0.00% | +47,409+227.7% | Added |
| Rafferty Asset Management, LLC | 68,205 | $3.55M | 0.01% | −37,306−35.4% | Reduced |
| Fieldview Capital Management, LLC | 67,864 | $3.54M | 1.01% | +26,682+64.8% | Added |
| Inspire Advisors, LLC | 66,480 | $3.48M | 0.24% | −9,447−12.4% | Reduced |
| Great West Life Assurance Co | 64,380 | $3.35M | 0.01% | −471−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 64,154 | $3.34M | 0.00% | −77,982−54.9% | Reduced |
| Great Lakes Advisors, LLC | 63,497 | $3.31M | 0.03% | −35,928−36.1% | Reduced |
| SummitTX Capital, L.P. | 63,305 | $3.30M | 0.09% | +2,435+4.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 63,200 | $3.29M | 0.11% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 63,000 | $3.28M | 0.76% | +63,000 | New |
| Empowered Funds, LLC | 62,902 | $3.28M | 0.02% | +3,225+5.4% | Added |
| Legacy Capital Wealth Partners, LLC | 61,874 | $3.22M | 0.62% | +128+0.2% | Added |
| Capital Fund Management S.A. | 55,929 | $2.91M | 0.02% | +55,929 | New |
| Oppenheimer Asset Management Inc. | 55,512 | $2.89M | 0.03% | −22,936−29.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,483 | $2.89M | 0.01% | −36,862−39.9% | Reduced |
| Baird Financial Group, Inc. | 54,025 | $2.81M | 0.00% | +7,507+16.1% | Added |
| Nisa Investment Advisors, LLC | 53,787 | $2.80M | 0.01% | +5,306+10.9% | Added |
| Freestone Grove Partners LP | 53,738 | $2.80M | 0.02% | −3,732−6.5% | Reduced |
| Naviter Wealth, LLC | 53,704 | $2.80M | 0.25% | 00.0% | Unchanged |
| Cardinal Capital Management | 51,317 | $2.67M | 0.32% | +348+0.7% | Added |
| Money Concepts Capital Corp | 50,860 | $2.65M | 0.12% | +1,726+3.5% | Added |
| Picton Mahoney Asset Management | 49,411 | $2.57M | 0.02% | +49,411 | New |
| MetLife Investment Management | 49,408 | $2.57M | 0.01% | −1,682−3.3% | Reduced |
| Jupiter Topco LLC | 48,087 | $2.50M | 0.00% | +48,087 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,859 | $2.49M | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 47,622 | $2.48M | 0.05% | −21,939−31.5% | Reduced |
| Neo Ivy Capital Management | 47,185 | $2.46M | 0.57% | +8,490+21.9% | Added |
| Amalgamated Bank | 45,426 | $2.37M | 0.02% | −2,368−5.0% | Reduced |
| Cetera Investment Advisers | 45,236 | $2.36M | 0.00% | +2,461+5.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 44,994 | $2.34M | 0.02% | −2,207−4.7% | Reduced |
| HSBC Holdings PLC | 44,702 | $2.33M | 0.00% | +6,088+15.8% | Added |
| New York State Common Retirement Fund | 44,706 | $2.33M | 0.00% | −4,000−8.2% | Reduced |
| Qube Research & Technologies Ltd | 43,759 | $2.28M | 0.00% | +43,759 | New |
| Natixis Advisors, L.P. | 43,012 | $2.24M | 0.00% | +12,521+41.1% | Added |
| Coldstream Capital Management Inc | 42,346 | $2.21M | 0.03% | −1,601−3.6% | Reduced |
| Nomura Asset Management International Inc. | 41,900 | $2.18M | 0.00% | +2,051+5.1% | Added |
| Sowell Financial Services LLC | 41,768 | $2.18M | 0.07% | +2,097+5.3% | Added |
| State of New Jersey Common Pension Fund D | 41,694 | $2.17M | 0.01% | −4,128−9.0% | Reduced |
| Buckingham Strategic Partners | 41,441 | $2.16M | 0.02% | +7,373+21.6% | Added |
| Summit Trail Advisors, LLC | 40,448 | $2.11M | 0.03% | −3,825−8.6% | Reduced |
| State of Tennessee, Treasury Department | 39,522 | $2.06M | 0.01% | −711−1.8% | Reduced |
| Oak Thistle LLC | 38,610 | $2.01M | 0.19% | +38,610 | New |
| New Age Alpha Advisors, LLC | 38,168 | $1.99M | 0.08% | −53,001−58.1% | Reduced |
| Mutual of America Capital Management LLC | 38,096 | $1.98M | 0.02% | −1,667−4.2% | Reduced |
| Stephens Inc | 38,033 | $1.98M | 0.02% | +777+2.1% | Added |
| Tectonic Advisors LLC | 37,383 | $1.95M | 0.09% | −13,596−26.7% | Reduced |
| Belleair Asset Management, LLC | 35,800 | $1.86M | 1.57% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 35,008 | $1.82M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 33,719 | $1.76M | 0.00% | +4,606+15.8% | Added |
| CAPROCK Group, Inc. | 33,245 | $1.73M | 0.03% | −525−1.6% | Reduced |
| Dark Forest Capital Management LP | 32,919 | $1.71M | 0.11% | +32,919 | New |
| Illinois Municipal Retirement Fund | 32,889 | $1.71M | 0.02% | −940−2.8% | Reduced |
| Caxton Associates LLP | 32,799 | $1.71M | 0.03% | −1,017−3.0% | Reduced |
| TMB Capital Partners, LLC | 32,651 | $1.70M | 0.53% | +10.0% | Added |
| Elo Mutual Pension Insurance Co | 32,412 | $1.69M | 0.02% | +19,080+143.1% | Added |
| Public Employees Retirement System of Ohio | 31,489 | $1.64M | 0.00% | −4,175−11.7% | Reduced |
| Greenwood Gearhart Inc | 31,408 | $1.64M | 0.08% | +1,788+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,930 | $1.61M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 30,800 | $1.60M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 30,673 | $1.60M | 0.00% | −2,954−8.8% | Reduced |
| Lazard Asset Management LLC | 30,011 | $1.56M | 0.00% | +3,097+11.5% | Added |
| 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 |
| Greenfield Seitz Capital Management, LLC | 29,827 | $1.55M | 0.46% | −1,392−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,607 | $1.54M | 0.00% | +3,056+11.5% | Added |
| Vanguard Investments Australia, Ltd. | 29,534 | $1.54M | 0.00% | +4,655+18.7% | Added |
| Palisade Capital Management LLC | 29,408 | $1.53M | 0.07% | −7,842−21.1% | Reduced |
| Arizona State Retirement System | 28,937 | $1.51M | 0.01% | −585−2.0% | Reduced |
| Jones Financial Companies LLLP | 28,926 | $1.51M | 0.00% | +13,493+87.4% | Added |
| Handelsbanken Fonder AB | 28,725 | $1.50M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 28,309 | $1.47M | 0.02% | −2,161−7.1% | Reduced |
| Palogic Value Management, L.P. | 27,546 | $1.43M | 0.51% | −9,954−26.5% | Reduced |
| Thrivent Financial for Lutherans | 26,939 | $1.40M | 0.00% | −591−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,722 | $1.39M | 0.00% | +1,211+4.7% | Added |
| Commerce Bank | 26,483 | $1.38M | 0.01% | −74−0.3% | Reduced |
| 1832 Asset Management L.P. | 26,471 | $1.38M | 0.00% | −1,616,854−98.4% | Reduced |
| Pathstone Holdings, LLC | 26,421 | $1.38M | 0.00% | −672−2.5% | Reduced |