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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9,632 | $501.8K | 0.00% | +418+4.5% | Added |
| Mustard Seed Financial, LLC | 9,612 | $500.7K | 0.26% | 00.0% | Unchanged |
| Camden Capital, LLC | 9,369 | $488.0K | 0.02% | +3,055+48.4% | Added |
| RSM US Wealth Management LLC | 9,276 | $483.2K | 0.01% | +192+2.1% | Added |
| West Family Investments, Inc. | 9,176 | $478.0K | 0.14% | +9,176 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,861 | $461.6K | 0.00% | +1,094+14.1% | Added |
| Baker Avenue Asset Management, LP | 8,749 | $455.7K | 0.01% | +3,840+78.2% | Added |
| M&T Bank Corp | 8,725 | $454.5K | 0.00% | −6,617−43.1% | Reduced |
| Commonwealth Equity Services, LLC | 8,624 | $449.2K | 0.00% | +1,594+22.7% | Added |
| NorthCrest Asset Manangement, LLC | 8,795 | $441.2K | 0.01% | +8,795 | New |
| BKD Wealth Advisors, LLC | 8,467 | $441.0K | 0.01% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 8,410 | $438.1K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 8,398 | $437.5K | 0.01% | +2,927+53.5% | Added |
| Federation des caisses Desjardins du Quebec | 8,365 | $435.7K | 0.00% | −28,990−77.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,169 | $425.5K | 0.00% | −5,507−40.3% | Reduced |
| Financial Management, Inc. | 8,029 | $418.3K | 0.34% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,985 | $415.9K | 0.11% | +2,785+53.6% | Added |
| Glenmede Trust Co NA | 7,915 | $412.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,871 | $410.0K | 0.00% | +7,871 | New |
| Two Sigma Securities, LLC | 7,822 | $407.4K | 0.04% | −9,386−54.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,817 | $407.2K | 0.00% | −315−3.9% | Reduced |
| Acorn Financial Advisory Services Inc | 7,775 | $405.0K | 0.05% | +72+0.9% | Added |
| Principal Securities, Inc. | 7,768 | $404.6K | 0.00% | +2,533+48.4% | Added |
| Sigma Planning Corp | 7,671 | $399.6K | 0.01% | +472+6.6% | Added |
| Atlas Capital Advisors LLC | 7,659 | $399.0K | 0.04% | +6,698+697.0% | Added |
| Evergreen Capital Management LLC | 7,600 | $395.9K | 0.01% | −4,968−39.5% | Reduced |
| Securian Asset Management, Inc | 7,523 | $391.3K | 0.01% | −71−0.9% | Reduced |
| Sciencast Management LP | 7,448 | $388.0K | 0.08% | +7,448 | New |
| Jane Street Group, LLC | 7,382 | $384.5K | 0.00% | −178,058−96.0% | Reduced |
| Advisors Capital Management, LLC | 7,340 | $382.3K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,334 | $382.0K | 0.00% | +519+7.6% | Added |
| Versant Capital Management, Inc | 7,278 | $379.1K | 0.03% | −90−1.2% | Reduced |
| Brighton Jones LLC | 7,122 | $371.0K | 0.01% | +7,122 | New |
| Farther Finance Advisors, LLC | 6,983 | $363.7K | 0.00% | +2,047+41.5% | Added |
| Lido Advisors, LLC | 6,823 | $355.4K | 0.00% | +6,823 | New |
| Regions Financial Corp | 6,708 | $349.4K | 0.00% | −46−0.7% | Reduced |
| Krilogy Financial LLC | 6,685 | $348.2K | 0.01% | +6,685 | New |
| Boothbay Fund Management, LLC | 6,581 | $342.8K | 0.01% | +6,581 | New |
| Integrated Advisors Network LLC | 6,516 | $339.4K | 0.02% | −1,774−21.4% | Reduced |
| Lathrop Investment Management Corp | 6,397 | $333.0K | 0.06% | −444−6.5% | Reduced |
| Walleye Trading LLC | 6,391 | $332.9K | 0.00% | −2,289−26.4% | Reduced |
| Abel Hall, LLC | 6,350 | $330.8K | 0.06% | +312+5.2% | Added |
| Hexagon Capital Partners LLC | 6,305 | $328.4K | 0.05% | +112+1.8% | Added |
| SG Americas Securities, LLC | 6,283 | $327.0K | 0.00% | −32,197−83.7% | Reduced |
| D.A. Davidson & Co. | 6,203 | $323.2K | 0.00% | −266−4.1% | Reduced |
| Crestwood Advisors Group LLC | 6,202 | $323.1K | 0.00% | +6,202 | New |
| Hunter Perkins Capital Management, LLC | 6,204 | $323.0K | 0.07% | −259−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,180 | $321.9K | 0.00% | −60−1.0% | Reduced |
| GAMMA Investing LLC | 6,150 | $320.4K | 0.01% | +895+17.0% | Added |
| Callan Family Office, LLC | 6,101 | $317.8K | 0.01% | +25+0.4% | Added |
| US Bancorp | 6,012 | $313.2K | 0.00% | +2,233+59.1% | Added |
| Machina Capital S.A.S. | 5,966 | $310.8K | 0.05% | +5,966 | New |
| Ensign Peak Advisors, Inc | 5,877 | $306.1K | 0.00% | −34,260−85.4% | Reduced |
| Virtu Financial LLC | 5,848 | $305.0K | 0.01% | +5,848 | New |
| Sanctuary Advisors, LLC | 5,853 | $304.9K | 0.00% | +5,853 | New |
| Bank Ozk | 5,818 | $303.1K | 0.09% | −454−7.2% | Reduced |
| Inscription Capital, LLC | 5,766 | $300.4K | 0.03% | −1,805−23.8% | Reduced |
| Gotham Asset Management, LLC | 5,754 | $299.7K | 0.00% | −80−1.4% | Reduced |
| Bull Harbor Capital LLC | 5,730 | $298.5K | 0.06% | +5,730 | New |
| Millennium Capital Advisors, LLC | 5,693 | $296.6K | 0.16% | +14+0.2% | Added |
| The PNC Financial Services Group, Inc. | 5,464 | $284.6K | 0.00% | +13+0.2% | Added |
| Koss-Olinger Consulting, LLC | 5,400 | $281.3K | 0.02% | +5,400 | New |
| We Are One Seven, LLC | 5,385 | $280.5K | 0.00% | +444+9.0% | Added |
| Meeder Asset Management Inc | 5,368 | $279.6K | 0.01% | +5,368 | New |
| Utah Retirement Systems | 5,361 | $279.3K | 0.00% | −280−5.0% | Reduced |
| Azimuth Capital Investment Management LLC | 5,350 | $278.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,348 | $278.6K | 0.01% | −15−0.3% | Reduced |
| GWM Advisors LLC | 5,304 | $276.3K | 0.00% | +4,661+724.9% | Added |
| Snowden Capital Advisors LLC | 5,201 | $270.9K | 0.01% | +5,201 | New |
| Mendel Capital Management LLC | 5,185 | $270.1K | 0.12% | +20.0% | Added |
| Forefront Wealth Partners, LLC | 5,180 | $269.8K | 0.08% | +22+0.4% | Added |
| Keybank National Association | 5,098 | $265.6K | 0.00% | +5,098 | New |
| AlphaCore Capital LLC | 5,080 | $264.6K | 0.00% | +5,080 | New |
| Warren Averett Asset Management, LLC | 5,017 | $261.3K | 0.00% | +5,017 | New |
| Maryland State Retirement & Pension System | 4,967 | $258.7K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 4,942 | $257.4K | 0.02% | +4,942 | New |
| Wedmont Private Capital | 4,997 | $253.2K | 0.01% | +607+13.8% | Added |
| R Squared Ltd | 4,625 | $240.9K | 0.13% | +4,625 | New |
| Impact Partnership Wealth, LLC | 4,617 | $240.5K | 0.02% | +4,617 | New |
| Hantz Financial Services, Inc. | 4,608 | $240.0K | 0.00% | +1,991+76.1% | Added |
| Dumont & Blake Investment Advisors LLC | 4,575 | $238.3K | 0.05% | −180−3.8% | Reduced |
| Paragon Capital Management Ltd | 4,530 | $236.0K | 0.04% | −43−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 4,520 | $235.4K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,519 | $235.4K | 0.01% | −2,174−32.5% | Reduced |
| Waterloo Capital, L.P. | 4,501 | $234.5K | 0.01% | +4,501 | New |
| Fulcrum Asset Management LLP | 4,535 | $234.1K | 0.02% | +4,535 | New |
| Semanteon Capital Management, LP | 4,480 | $233.4K | 1.05% | +4,480 | New |
| Citizens Financial Group Inc | 4,401 | $229.3K | 0.00% | +4,401 | New |
| Optas, LLC | 4,330 | $225.6K | 0.03% | +4,330 | New |
| BlackDiamond Wealth Management Inc. | 4,351 | $224.5K | 0.09% | −103−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,233 | $220.5K | 0.00% | +4,233 | New |
| First Horizon Corp | 4,151 | $216.2K | 0.01% | −11−0.3% | Reduced |
| Parcion Private Wealth LLC | 4,148 | $216.1K | 0.01% | +4,148 | New |
| Diametric Capital, LP | 4,121 | $214.7K | 0.02% | +4,121 | New |
| Panagora Asset Management Inc | 4,081 | $212.6K | 0.00% | −1,803−30.6% | Reduced |
| Profund Advisors LLC | 3,880 | $202.1K | 0.01% | +3,880 | New |
| Titleist Asset Management, LLC | 3,875 | $201.9K | 0.01% | +3,875 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,786 | $197.2K | 0.02% | +3+0.1% | Added |
| Mather Group, LLC. | 3,503 | $182.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,494 | $182.0K | 0.00% | +2,905+493.2% | Added |