Bank OZK
OZK- 交易所
- Nasdaq
- SEC CIK
- 0001569650
近 90 天，Bank OZK 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 529 家機構在 13F 申報持有，市值合計 $54.4 億；大師中只有吉維尼資本持有。
其他股別OZKAP
2022 年第 2 季 13F 持有人
Bank OZK 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 355
- 較 2022 年第 1 季 −7 家
- 持有股數
- 9,919 萬
- 較 2022 年第 1 季 +21.3 萬 (+0.2%)
- 總市值
- $37.2 億
- 較 2022 年第 1 季 −$5.04 億 (−11.9%)
- 新進機構
- 36
- 另有 128 家加碼
- 清倉機構
- 43
- 另有 142 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OZK 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 529 | $54.4 億 |
| 2026 年第 1 季 | 502 | $47.3 億 |
| 2025 年第 4 季 | 509 | $48.2 億 |
| 2025 年第 3 季 | 526 | $53.6 億 |
| 2025 年第 2 季 | 474 | $50.0 億 |
| 2025 年第 1 季 | 482 | $46.3 億 |
| 2024 年第 4 季 | 470 | $46.8 億 |
| 2024 年第 3 季 | 439 | $45.3 億 |
| 2024 年第 2 季 | 434 | $41.0 億 |
| 2024 年第 1 季 | 427 | $45.4 億 |
| 2023 年第 4 季 | 421 | $48.5 億 |
| 2023 年第 3 季 | 385 | $37.7 億 |
| 2023 年第 2 季 | 363 | $43.1 億 |
| 2023 年第 1 季 | 391 | $35.9 億 |
| 2022 年第 4 季 | 404 | $39.6 億 |
| 2022 年第 3 季 | 352 | $38.3 億 |
| 2022 年第 2 季 | 355 | $37.2 億 |
| 2022 年第 1 季 | 369 | $42.6 億 |
| 2021 年第 4 季 | 357 | $46.7 億 |
| 2021 年第 3 季 | 351 | $44.2 億 |
| 2021 年第 2 季 | 344 | $44.6 億 |
| 2021 年第 1 季 | 351 | $43.3 億 |
2022 年第 2 季持有機構
每家機構持有 Bank OZK 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 23 | $0 | 0.00% | +23 | 新進 |
| Sutton Wealth Advisors Inc. | 7 | $263 | 0.00% | −14−66.7% | 減碼 |
| JFS Wealth Advisors, LLC | 18 | $1,000 | 0.00% | −55−75.3% | 減碼 |
| Massmutual Trust Co FSB | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 19 | $1,000 | 0.00% | +1+5.6% | 加碼 |
| Disciplined Investments, LLC | 29 | $1,000 | 0.00% | +3+11.5% | 加碼 |
| Raffa Wealth Management, LLC | 38 | $1,426 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 40 | $1,778 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 65 | $2,000 | 0.00% | −65−50.0% | 減碼 |
| Parkside Financial Bank & Trust | 52 | $2,000 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 44 | $2,000 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 59 | $2,000 | 0.00% | +21+55.3% | 加碼 |
| Harbor Investment Advisory, LLC | 48 | $2,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 52 | $2,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 43 | $2,000 | 0.00% | +23+115.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 54 | $2,000 | 0.00% | +54 | 新進 |
| West Paces Advisors Inc. | 69 | $2,590 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 71 | $3,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 93 | $3,000 | 0.00% | +23+32.9% | 加碼 |
| Morton Brown Family Wealth, LLC | 84 | $3,000 | 0.00% | +84 | 新進 |
| Umb Bank N A | 97 | $4,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 127 | $5,000 | 0.00% | −4−3.1% | 減碼 |
| TD Ameritrade Investment Management, LLC | 146 | $5,000 | 0.00% | +146 | 新進 |
| Global Retirement Partners, LLC | 181 | $7,000 | 0.00% | −3−1.6% | 減碼 |
| Concord Wealth Partners | 174 | $7,000 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 201 | $8,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 205 | $8,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 204 | $8,000 | 0.00% | +204 | 新進 |
| CoreCap Advisors, LLC | 200 | $8,000 | 0.00% | +200 | 新進 |
| TCI Wealth Advisors, Inc. | 243 | $9,000 | 0.00% | −270−52.6% | 減碼 |
| Key Financial Inc | 294 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 340 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 368 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 400 | $1.50 萬 | 0.00% | −376−48.5% | 減碼 |
| Parallel Advisors, LLC | 433 | $1.60 萬 | 0.00% | +103+31.2% | 加碼 |
| Retirement Group, LLC | 500 | $1.90 萬 | 0.01% | +500 | 新進 |
| Steward Partners Investment Advisory, LLC | 534 | $2.00 萬 | 0.00% | +48+9.9% | 加碼 |
| Dividend Assets Capital, LLC | 550 | $2.10 萬 | 0.00% | −400−42.1% | 減碼 |
| Crewe Advisors LLC | 578 | $2.20 萬 | 0.00% | +578 | 新進 |
| Investors Research Corp | 600 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 616 | $2.31 萬 | 0.00% | −21,771−97.2% | 減碼 |
| Toronto Dominion Bank | 635 | $2.40 萬 | 0.00% | −54,202−98.8% | 減碼 |
| Harbour Investments, Inc. | 665 | $2.50 萬 | 0.00% | +665 | 新進 |
| CX Institutional | 700 | $2.60 萬 | 0.00% | +700 | 新進 |
| Exchange Traded Concepts, LLC | 722 | $2.70 萬 | 0.00% | −290−28.7% | 減碼 |
| Venture Visionary Partners LLC | 860 | $3.23 萬 | 0.00% | +860 | 新進 |
| TD Private Client Wealth LLC | 880 | $3.30 萬 | 0.00% | −187−17.5% | 減碼 |
| Quent Capital, LLC | 933 | $3.50 萬 | 0.01% | +144+18.3% | 加碼 |
| Quadrant Capital Group LLC | 964 | $3.60 萬 | 0.00% | +165+20.7% | 加碼 |
| Ronald Blue Trust, Inc. | 868 | $3.70 萬 | 0.00% | +868 | 新進 |
| Nomura Asset Management Co Ltd | 1,000 | $3.75 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 1,117 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,158 | $4.30 萬 | 0.00% | +56+5.1% | 加碼 |
| Private Trust Co NA | 1,178 | $4.40 萬 | 0.01% | +1,178 | 新進 |
| 1832 Asset Management L.P. | 1,202 | $4.50 萬 | 0.00% | −292−19.5% | 減碼 |
| Cutler Group LP | 1,200 | $4.50 萬 | 0.01% | +1,200 | 新進 |
| Hantz Financial Services, Inc. | 1,260 | $4.70 萬 | 0.00% | −18,350−93.6% | 減碼 |
| Montag A & Associates Inc | 1,250 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,293 | $4.90 萬 | 0.00% | +480+59.0% | 加碼 |
| TCTC Holdings, LLC | 1,400 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,455 | $5.50 萬 | 0.05% | +559+62.4% | 加碼 |
| Gradient Investments LLC | 1,522 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 1,629 | $6.10 萬 | 0.02% | −110−6.3% | 減碼 |
| State of Wyoming | 1,759 | $6.60 萬 | 0.04% | −1,237−41.3% | 減碼 |
| AGF Investments LLC | 1,783 | $6.70 萬 | 0.01% | −21,565−92.4% | 減碼 |
| Proequities, Inc. | 1,811 | $6.80 萬 | 0.01% | −525−22.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,863 | $7.00 萬 | 0.00% | +194+11.6% | 加碼 |
| Group One Trading, L.P. | 1,934 | $7.30 萬 | 0.00% | +1,934 | 新進 |
| IFP Advisors, Inc | 1,560 | $7.80 萬 | 0.00% | −139−8.2% | 減碼 |
| Macquarie Group Ltd | 2,093 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Silvant Capital Management LLC | 2,499 | $9.40 萬 | 0.02% | +2,499 | 新進 |
| Van Eck Associates Corp | 3,038 | $11.4 萬 | 0.00% | +149+5.2% | 加碼 |
| First Horizon Advisors, Inc. | 3,098 | $11.5 萬 | 0.00% | +2,875+1,289.2% | 加碼 |
| Rockefeller Capital Management L.P. | 3,207 | $11.9 萬 | 0.00% | −161−4.8% | 減碼 |
| DuPont Capital Management Corp | 3,307 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 3,412 | $12.8 萬 | 0.00% | −427−11.1% | 減碼 |
| US Bancorp | 3,732 | $14.1 萬 | 0.00% | +491+15.1% | 加碼 |
| C M Bidwell & Associates Ltd | 3,885 | $14.6 萬 | 0.12% | +3,885 | 新進 |
| SeaCrest Wealth Management, LLC | 4,000 | $15.0 萬 | 0.02% | +4,000 | 新進 |
| Shell Asset Management Co | 4,155 | $15.6 萬 | 0.00% | +7+0.2% | 加碼 |
| HHM Wealth Advisors, LLC | 4,520 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,000 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Chicago Trust Co NA | 5,434 | $20.3 萬 | 0.05% | +428+8.5% | 加碼 |
| HB Wealth Management, LLC | 5,605 | $21.0 萬 | 0.00% | +13+0.2% | 加碼 |
| Mendel Capital Management LLC | 5,613 | $21.1 萬 | 0.24% | +10.0% | 加碼 |
| Profund Advisors LLC | 5,725 | $21.5 萬 | 0.01% | −2,518−30.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,809 | $21.7 萬 | 0.00% | −548−8.6% | 減碼 |
| Connacht Asset Management LP | 5,846 | $21.9 萬 | 0.31% | −2,376−28.9% | 減碼 |
| Naples Global Advisors, LLC | 5,917 | $22.2 萬 | 0.03% | +67+1.1% | 加碼 |
| Kestra Advisory Services, LLC | 6,080 | $22.8 萬 | 0.00% | +6,080 | 新進 |
| Janney Montgomery Scott LLC | 6,225 | $23.4 萬 | 0.00% | −1,966−24.0% | 減碼 |
| We Are One Seven, LLC | 6,324 | $23.7 萬 | 0.03% | −90−1.4% | 減碼 |
| Utah Retirement Systems | 6,342 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,390 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,457 | $24.2 萬 | 0.00% | −1,399−17.8% | 減碼 |
| Shelton Capital Management | 6,457 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 6,477 | $24.3 萬 | 0.00% | +1,272+24.4% | 加碼 |
| Oppenheimer & Co Inc | 6,549 | $24.6 萬 | 0.01% | −30.0% | 減碼 |