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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 3,378 | $176.0K | 0.00% | +1,239+57.9% | Added |
| Cullen/Frost Bankers, Inc. | 3,356 | $174.8K | 0.00% | −5,374−61.6% | Reduced |
| KBC Group NV | 3,298 | $172.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,214 | $167.4K | 0.02% | +3,214 | New |
| Sterling Capital Management LLC | 3,091 | $161.0K | 0.00% | −490−13.7% | Reduced |
| Covestor Ltd | 3,109 | $161.0K | 0.09% | −1,269−29.0% | Reduced |
| Global Retirement Partners, LLC | 2,971 | $154.8K | 0.00% | +2,971 | New |
| American National Bank | 2,922 | $152.2K | 0.01% | −597−17.0% | Reduced |
| State of Wyoming | 2,918 | $152.0K | 0.02% | −1,632−35.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,505 | $130.5K | 0.00% | +205+8.9% | Added |
| Transamerica Financial Advisors, Inc. | 2,255 | $117.5K | 0.01% | +235+11.6% | Added |
| STRS Ohio | 2,166 | $112.8K | 0.00% | −387−15.2% | Reduced |
| Nykredit A/S | 1,854 | $96.6K | 0.00% | +1,854 | New |
| Signaturefd, LLC | 1,767 | $92.0K | 0.00% | −11−0.6% | Reduced |
| IFG Advisory, LLC | 1,718 | $89.5K | 0.00% | +1,718 | New |
| Essential Partners LLC | 1,674 | $87.2K | 0.04% | +1,413+541.4% | Added |
| SJS Investment Consulting Inc. | 1,667 | $86.8K | 0.01% | +1,187+247.3% | Added |
| Umb Bank N A | 1,588 | $82.7K | 0.00% | −8−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,586 | $82.6K | 0.00% | −456−22.3% | Reduced |
| Quarry LP | 1,362 | $70.9K | 0.01% | +1,362 | New |
| NBC Securities, Inc. | 1,291 | $67.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,280 | $66.7K | 0.00% | −32−2.4% | Reduced |
| Employees Retirement System of Texas | 1,222 | $64.0K | 0.00% | +1,222 | New |
| Simplex Trading, LLC | 1,128 | $58.8K | 0.00% | +1,128 | New |
| Bruce G. Allen Investments, LLC | 952 | $49.6K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 869 | $45.3K | 0.01% | +708+439.8% | Added |
| Quent Capital, LLC | 793 | $41.3K | 0.00% | +144+22.2% | Added |
| Clearstead Advisors, LLC | 788 | $41.0K | 0.00% | +592+302.0% | Added |
| MCF Advisors LLC | 778 | $40.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 746 | $38.9K | 0.00% | +693+1,307.5% | Added |
| Bare Financial Services, Inc | 744 | $38.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 720 | $38.0K | 0.00% | +6+0.8% | Added |
| Signature Equity Partners, LLC | 724 | $37.7K | 0.02% | −131−15.3% | Reduced |
| Assetmark, Inc | 700 | $36.5K | 0.00% | +23+3.4% | Added |
| Nomura Asset Management Co Ltd | 670 | $34.9K | 0.00% | −700−51.1% | Reduced |
| Smartleaf Asset Management LLC | 609 | $31.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $31.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 594 | $30.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 572 | $29.8K | 0.00% | −3−0.5% | Reduced |
| Toth Financial Advisory Corp | 565 | $29.5K | 0.00% | +5+0.9% | Added |
| Fedenia Advisers LLC | 505 | $26.3K | 0.01% | +505 | New |
| SOA Wealth Advisors, LLC. | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 471 | $24.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 458 | $23.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 421 | $21.9K | 0.00% | −53−11.2% | Reduced |
| National Bank of Canada | 415 | $21.6K | 0.00% | −5,373−92.8% | Reduced |
| Key Financial Inc | 410 | $21.4K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 408 | $21.2K | 0.00% | +408 | New |
| Geneos Wealth Management Inc. | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 400 | $20.8K | 0.01% | +400 | New |
| ZRC Wealth Management, LLC | 391 | $20.4K | 0.01% | +391 | New |
| Steward Partners Investment Advisory, LLC | 381 | $19.8K | 0.00% | −175−31.5% | Reduced |
| Copeland Capital Management, LLC | 374 | $19.5K | 0.00% | −5−1.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 341 | $17.8K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 314 | $16.4K | 0.00% | −15,639−98.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 310 | $16.1K | 0.00% | +7+2.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 273 | $14.2K | 0.00% | +273 | New |
| Clark Wealth Partners | 261 | $13.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 246 | $12.8K | 0.01% | +36+17.1% | Added |
| CWM Advisors, LLC | 234 | $12.2K | 0.00% | +17+7.8% | Added |
| Farmers & Merchants Investments Inc | 228 | $11.9K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 228 | $11.9K | 0.00% | +228 | New |
| Ronald Blue Trust, Inc. | 227 | $11.8K | 0.00% | −110−32.6% | Reduced |
| CVA Family Office, LLC | 214 | $11.1K | 0.00% | +96+81.4% | Added |
| CoreCap Advisors, LLC | 211 | $11.0K | 0.00% | −58−21.6% | Reduced |
| Rossby Financial, LCC | 193 | $10.1K | 0.00% | −192−49.9% | Reduced |
| Delta Asset Management LLC | 186 | $9.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 185 | $9.64K | 0.00% | +88+90.7% | Added |
| Downshift Financial, LLC | 184 | $9.59K | 0.00% | +184 | New |
| Basecamp Wealth Advisors LLC | 180 | $9.38K | 0.00% | +65+56.5% | Added |
| Huntington National Bank | 171 | $8.91K | 0.00% | +38+28.6% | Added |
| Brown Brothers Harriman & Co | 168 | $8.75K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 142 | $7.40K | 0.00% | +142 | New |
| Cedar Mountain Advisors, LLC | 139 | $7.24K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $6.82K | 0.00% | +8+6.5% | Added |
| Massmutual Trust Co FSB | 130 | $6.77K | 0.00% | −47−26.6% | Reduced |
| Valued Wealth Advisors LLC | 121 | $6.30K | 0.00% | +121 | New |
| Wealth Enhancement Trust Services, Inc. | 116 | $6.04K | 0.00% | +116 | New |
| Ameriflex Group, Inc. | 113 | $5.89K | 0.00% | +113 | New |
| Carolina Wealth Advisors, LLC | 110 | $5.73K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 109 | $5.68K | 0.00% | +109 | New |
| Bogart Wealth, LLC | 102 | $5.31K | 0.00% | +76+292.3% | Added |
| Action Point Financial Planning, LLC | 104 | $5.31K | 0.00% | +104 | New |
| Danske Bank A/S | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 98 | $4.50K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 84 | $4.44K | 0.00% | −18,439−99.5% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $4.32K | 0.00% | +7+9.2% | Added |
| Lodestone Wealth Management LLC | 75 | $3.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $3.02K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $2.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $2.50K | 0.00% | +6+14.3% | Added |
| Harbor Investment Advisory, LLC | 48 | $2.50K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $2.19K | 0.00% | +3+7.5% | Added |
| Creative Capital Management Investments LLC | 42 | $2.19K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 41 | $2.14K | 0.00% | +2+5.1% | Added |
| Westside Investment Management, Inc. | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 36 | $1.88K | 0.00% | 00.0% | Unchanged |