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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.

Institutional holdersQ2 2026: 529 institutions
Q1 2021: 351 institutionsQ2 2021: 344 institutionsQ3 2021: 351 institutionsQ4 2021: 357 institutionsQ1 2022: 369 institutionsQ2 2022: 355 institutionsQ3 2022: 352 institutionsQ4 2022: 404 institutionsQ1 2023: 391 institutionsQ2 2023: 363 institutionsQ3 2023: 385 institutionsQ4 2023: 421 institutionsQ1 2024: 427 institutionsQ2 2024: 434 institutionsQ3 2024: 439 institutionsQ4 2024: 470 institutionsQ1 2025: 482 institutionsQ2 2025: 474 institutionsQ3 2025: 526 institutionsQ4 2025: 509 institutionsQ1 2026: 502 institutionsQ2 2026: 529 institutions
Value heldQ2 2026: $5.44B
Q1 2021: $4.33BQ2 2021: $4.46BQ3 2021: $4.42BQ4 2021: $4.67BQ1 2022: $4.26BQ2 2022: $3.72BQ3 2022: $3.83BQ4 2022: $3.96BQ1 2023: $3.59BQ2 2023: $4.31BQ3 2023: $3.77BQ4 2023: $4.85BQ1 2024: $4.54BQ2 2024: $4.10BQ3 2024: $4.53BQ4 2024: $4.68BQ1 2025: $4.63BQ2 2025: $5.00BQ3 2025: $5.36BQ4 2025: $4.82BQ1 2026: $4.73BQ2 2026: $5.44B
Institutions holding OZK and their total value by quarter
QuarterHoldersValue
Q2 2026529$5.44B
Q1 2026502$4.73B
Q4 2025509$4.82B
Q3 2025526$5.36B
Q2 2025474$5.00B
Q1 2025482$4.63B
Q4 2024470$4.68B
Q3 2024439$4.53B
Q2 2024434$4.10B
Q1 2024427$4.54B
Q4 2023421$4.85B
Q3 2023385$3.77B
Q2 2023363$4.31B
Q1 2023391$3.59B
Q4 2022404$3.96B
Q3 2022352$3.83B
Q2 2022355$3.72B
Q1 2022369$4.26B
Q4 2021357$4.67B
Q3 2021351$4.42B
Q2 2021344$4.46B
Q1 2021351$4.33B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q1 2026.

Institutions holding OZK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rialto Wealth Management, LLC35$1.82K0.00%+17+94.4%Added
Prestige Wealth Management Group LLC30$1.56K0.00%00.0%Unchanged
Whipplewood Advisors, LLC27$1.41K0.00%−146−84.4%Reduced
South State Corp.26$1.35K0.00%+11+73.3%Added
JPL Wealth Management, LLC26$1.35K0.00%+26New
DiNuzzo Private Wealth, Inc.24$1.25K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC22$1.15K0.00%+6+37.5%Added
HFM Investment Advisors, LLC19$9900.00%+8+72.7%Added
Westfuller Advisors, LLC18$9550.00%00.0%Unchanged
TD Private Client Wealth LLC16$8330.00%00.0%Unchanged
Cromwell Holdings LLC15$7810.00%00.0%Unchanged
Torren Management, LLC14$7290.00%00.0%Unchanged
Horizon Financial Services, LLC14$7290.00%+14New
Cornerstone Financial Management LLC11$5730.00%+11New
Spire Wealth Management10$5210.00%+10New
Silver Grove Financial Group, Inc.10$5210.00%+10New
Synergy Investment Management, LLC9$4640.00%+9New
Bokf, NA7$3650.00%+7New
Harbour Investments, Inc.6$3130.00%00.0%Unchanged
MV Capital Management, Inc.5$2610.00%00.0%Unchanged
DecisionPoint Financial, LLC4$2120.00%+4New
Activest Wealth Management4$2080.00%+4New
Caitlin John, LLC3$1560.00%00.0%Unchanged
Dunhill Financial, LLC2$1260.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1050.00%+2New
Principia Wealth Advisory, LLC2$1040.00%+1+100.0%Added
Planning Strategies Inc.2$1040.00%+2New
SBI Securities Co., Ltd.1$520.00%00.0%Unchanged
Navigoe, LLC9$00.00%+9New
Algebris (UK) Ltd0$00.00%−206,053−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−100,586−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−89,627−100.0%Sold out
Mangrove Partners0$00.00%−42,364−100.0%Sold out
De Lisle Partners LLP0$00.00%−42,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−33,868−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−34,140−100.0%Sold out
Verition Fund Management LLC0$00.00%−24,376−100.0%Sold out
Readystate Asset Management LP0$00.00%−16,450−100.0%Sold out
Marshall Wace, LLP0$00.00%−16,336−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−15,092−100.0%Sold out
Bank of Nova Scotia0$00.00%−13,144−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,435−100.0%Sold out
Intech Investment Management LLC0$00.00%−10,816−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−10,035−100.0%Sold out
nVerses Capital, LLC0$00.00%−10,244−100.0%Sold out
Jain Global LLC0$00.00%−10,030−100.0%Sold out
Twinbeech Capital LP0$00.00%−10,023−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−9,875−100.0%Sold out
GTS Securities LLC0$00.00%−8,952−100.0%Sold out
Vestcor Inc0$00.00%−7,742−100.0%Sold out
Bank of Nova Scotia Trust Co0$00.00%−5,569−100.0%Sold out
DnB Asset Management AS0$00.00%−5,497−100.0%Sold out
Calamos Advisors LLC0$00.00%−5,361−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−5,361−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−5,171−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−5,095−100.0%Sold out
Private Advisor Group, LLC0$00.00%−4,689−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,412−100.0%Sold out
Aaron Wealth Advisors0$00.00%−4,360−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,929−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−1,326−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,035−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−825−100.0%Sold out
Toronto Dominion Bank0$00.00%−779−100.0%Sold out
Root Financial Partners, LLC0$00.00%−742−100.0%Sold out
Ancora Advisors, LLC0$00.00%−675−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−548−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−438−100.0%Sold out
Team Financial Group, LLC0$00.00%−387−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−266−100.0%Sold out
RWM Asset Management, LLC0$00.00%−200−100.0%Sold out
Horizon Investments, LLC0$00.00%−134−100.0%Sold out
JNBA Financial Advisors0$00.00%−112−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−83−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−79−100.0%Sold out
Gilpin Wealth Management, LLC0$00.00%−40−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−25−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−3−100.0%Sold out
Curio Wealth, LLC0$00.00%−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