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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 25,901 | $1.35M | 0.04% | −177,285−87.3% | Reduced |
| Aviance Capital Partners, LLC | 25,880 | $1.35M | 0.14% | −848−3.2% | Reduced |
| Wincap Financial LLC | 25,777 | $1.34M | 0.73% | +2,067+8.7% | Added |
| HighTower Advisors, LLC | 24,836 | $1.29M | 0.00% | −6,775−21.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 24,827 | $1.29M | 0.00% | −36,786−59.7% | Reduced |
| XTX Topco Ltd | 24,724 | $1.29M | 0.02% | +16,685+207.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,567 | $1.28M | 0.01% | −1,431−5.5% | Reduced |
| State of Michigan Retirement System | 24,012 | $1.25M | 0.01% | −1,000−4.0% | Reduced |
| Parrish Capital LLC | 23,916 | $1.25M | 1.20% | −3,580−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 23,506 | $1.22M | 0.00% | +584+2.5% | Added |
| Cookson Peirce & Co Inc | 23,110 | $1.20M | 0.04% | +1,161+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,083 | $1.20M | 0.01% | −163−0.7% | Reduced |
| Stifel Financial Corp | 23,076 | $1.20M | 0.00% | −514−2.2% | Reduced |
| Voleon Capital Management LP | 22,536 | $1.17M | 0.02% | −4,654−17.1% | Reduced |
| New Mexico Educational Retirement Board | 22,500 | $1.17M | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22,374 | $1.17M | 0.44% | 00.0% | Unchanged |
| Truist Financial Corp | 22,259 | $1.16M | 0.00% | +1,164+5.5% | Added |
| Evolve Private Wealth, LLC | 21,906 | $1.14M | 0.07% | +2,369+12.1% | Added |
| Vestmark Advisory Solutions, Inc. | 21,653 | $1.13M | 0.01% | −1,287−5.6% | Reduced |
| Simmons Bank | 21,574 | $1.12M | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 21,571 | $1.12M | 0.14% | +21,571 | New |
| Harbor Advisors LLC | 21,455 | $1.12M | 0.14% | 00.0% | Unchanged |
| Entropy Technologies, LP | 21,265 | $1.11M | 0.04% | +10,569+98.8% | Added |
| Oregon Public Employees Retirement Fund | 21,244 | $1.11M | 0.01% | −100−0.5% | Reduced |
| Royal Bank of Canada | 21,128 | $1.10M | 0.00% | −22,620−51.7% | Reduced |
| denkapparat Operations GmbH | 20,776 | $1.08M | 0.35% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,668 | $1.08M | 0.18% | +16,094+351.9% | Added |
| Prudential Financial Inc | 20,518 | $1.07M | 0.00% | −425−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 21,271 | $1.07M | 0.02% | +9,312+77.9% | Added |
| Foster & Motley Inc | 20,262 | $1.05M | 0.05% | +7,614+60.2% | Added |
| Merit Financial Group, LLC | 19,931 | $1.04M | 0.01% | +9,232+86.3% | Added |
| BTC Capital Management, Inc. | 19,653 | $1.04M | 0.06% | +195+1.0% | Added |
| Burford Brothers, Inc. | 19,624 | $1.02M | 0.38% | −64−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 19,620 | $1.02M | 0.01% | −3,575−15.4% | Reduced |
| Worldquant Millennium Advisors LLC | 19,489 | $1.02M | 0.00% | −1,436−6.9% | Reduced |
| Federated Hermes, Inc. | 19,436 | $1.01M | 0.00% | +11,188+135.6% | Added |
| First Manhattan Co | 19,335 | $1.01M | 0.00% | −1,086−5.3% | Reduced |
| Janney Montgomery Scott LLC | 19,126 | $996.0K | 0.00% | −1,423−6.9% | Reduced |
| State of Wisconsin Investment Board | 19,007 | $990.1K | 0.00% | +8,595+82.5% | Added |
| Amundi | 18,905 | $984.8K | 0.00% | −17,182−47.6% | Reduced |
| Winton Group Ltd | 18,679 | $973.0K | 0.03% | −8,061−30.1% | Reduced |
| Axq Capital, LP | 18,539 | $965.7K | 0.11% | −27,054−59.3% | Reduced |
| Pictet Asset Management Holding SA | 18,229 | $949.5K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 17,938 | $934.4K | 0.06% | +2,174+13.8% | Added |
| JustInvest LLC | 17,703 | $922.1K | 0.01% | +457+2.6% | Added |
| Engineers Gate Manager LP | 17,540 | $913.7K | 0.01% | −69,621−79.9% | Reduced |
| Toroso Investments, LLC | 17,315 | $901.9K | 0.00% | +825+5.0% | Added |
| Bleakley Financial Group, LLC | 17,116 | $891.6K | 0.01% | +17,116 | New |
| Peninsula Asset Management Inc | 16,897 | $880.2K | 0.42% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,778 | $874.0K | 0.02% | +37+0.2% | Added |
| Kera Capital Partners, Inc. | 16,502 | $859.6K | 0.08% | +3,078+22.9% | Added |
| Susquehanna International Group, LLP | 16,462 | $857.5K | 0.00% | −161,898−90.8% | Reduced |
| Pacer Advisors, Inc. | 16,411 | $855.0K | 0.00% | +4,222+34.6% | Added |
| Mirabella Financial Services LLP | 16,347 | $851.5K | 0.08% | +16,347 | New |
| Tower Research Capital LLC (TRC) | 15,916 | $829.1K | 0.02% | +4,578+40.4% | Added |
| Atria Investments LLC | 15,783 | $822.1K | 0.01% | +851+5.7% | Added |
| Stevens Capital Management LP | 15,700 | $818.0K | 0.20% | +8,742+125.6% | Added |
| FMR LLC | 15,555 | $810.3K | 0.00% | +16+0.1% | Added |
| Unison Advisors LLC | 15,527 | $808.8K | 0.06% | +145+0.9% | Added |
| State of Alaska, Department of Revenue | 14,816 | $771.0K | 0.01% | −234−1.6% | Reduced |
| Frec Markets, Inc. | 14,756 | $768.6K | 0.07% | +8,006+118.6% | Added |
| Brevan Howard Capital Management LP | 14,469 | $753.7K | 0.01% | −87,801−85.9% | Reduced |
| Xponance, Inc. | 14,426 | $751.5K | 0.00% | −436−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 14,387 | $749.4K | 0.00% | +12,400+624.1% | Added |
| Vident Advisory, LLC | 14,300 | $744.9K | 0.01% | −259−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 14,183 | $738.8K | 0.01% | +450+3.3% | Added |
| Walleye Capital LLC | 14,169 | $738.1K | 0.00% | +11,167+372.0% | Added |
| Campbell & CO Investment Adviser LLC | 13,695 | $713.4K | 0.04% | +13,695 | New |
| Total Wealth Planning & Management, Inc. | 13,671 | $712.1K | 0.52% | +1,911+16.3% | Added |
| Bank of Montreal | 13,643 | $710.7K | 0.00% | −28,060−67.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,614 | $709.2K | 0.02% | +15+0.1% | Added |
| Burney Co | 13,470 | $701.6K | 0.02% | +75+0.6% | Added |
| Davis Investment Partners, LLC | 13,392 | $697.6K | 0.21% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13,139 | $684.4K | 0.03% | +13,071+19,222.1% | Added |
| Guggenheim Capital LLC | 12,948 | $674.5K | 0.00% | +7,622+143.1% | Added |
| DekaBank Deutsche Girozentrale | 14,738 | $666.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,764 | $664.9K | 0.01% | −392−3.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,695 | $661.3K | 0.17% | +45+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,677 | $660.3K | 0.01% | +3,932+45.0% | Added |
| EP Wealth Advisors, LLC | 12,523 | $652.3K | 0.00% | +2,968+31.1% | Added |
| Verdence Capital Advisors LLC | 12,382 | $645.0K | 0.03% | −474−3.7% | Reduced |
| Quadrature Capital Ltd | 12,242 | $637.7K | 0.01% | +12,242 | New |
| TCG Advisory Services, LLC | 12,094 | $630.0K | 0.01% | +3,894+47.5% | Added |
| Park Avenue Securities LLC | 11,826 | $616.0K | 0.00% | +825+7.5% | Added |
| Benjamin Edwards Inc | 11,770 | $613.4K | 0.01% | +202+1.7% | Added |
| Alps Advisors Inc | 11,518 | $600.0K | 0.00% | +111+1.0% | Added |
| Syon Capital LLC | 11,416 | $594.7K | 0.03% | +2,055+22.0% | Added |
| Savant Capital, LLC | 11,254 | $586.6K | 0.00% | +3,937+53.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $568.8K | 0.09% | 00.0% | Unchanged |
| Agp Franklin, LLC | 10,911 | $568.4K | 0.25% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,810 | $563.1K | 0.03% | +10,810 | New |
| Sagewood Asset Management LP | 10,790 | $562.1K | 0.13% | +5,057+88.2% | Added |
| Deutsche Bank AG | 10,729 | $558.9K | 0.00% | −152−1.4% | Reduced |
| HB Wealth Management, LLC | 10,635 | $554.0K | 0.00% | +5,285+98.8% | Added |
| Jamison Private Wealth Management, Inc. | 10,523 | $548.1K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,475 | $545.7K | 0.02% | −159−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,305 | $536.8K | 0.00% | +212+2.1% | Added |
| Groesbeck Investment Management Corp | 10,189 | $531.0K | 0.85% | −294−2.8% | Reduced |
| Voya Investment Management LLC | 10,135 | $527.9K | 0.00% | −333−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,839 | $513.0K | 0.00% | 00.0% | Unchanged |