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 3 季 13F 持有人
Bank OZK 在 2022/9/30 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
- 352
- 較 2022 年第 2 季 −1 家
- 持有股數
- 9,679 萬
- 較 2022 年第 2 季 −236.3 萬 (−2.4%)
- 總市值
- $38.3 億
- 較 2022 年第 2 季 +$1.08 億 (+2.9%)
- 新進機構
- 40
- 另有 108 家加碼
- 清倉機構
- 41
- 另有 152 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 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 |
| PSI Advisors, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Massmutual Trust Co FSB | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 14 | $1,000 | 0.00% | −5−26.3% | 減碼 |
| Disciplined Investments, LLC | 28 | $1,000 | 0.00% | −1−3.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 19 | $1,000 | 0.00% | +19 | 新進 |
| Ellevest, Inc. | 36 | $1,000 | 0.00% | +36 | 新進 |
| Bell Investment Advisors, Inc | 13 | $1,000 | 0.00% | +13 | 新進 |
| EdgeRock Capital LLC | 14 | $1,000 | 0.00% | +14 | 新進 |
| Raffa Wealth Management, LLC | 38 | $1,503 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 37 | $1,832 | 0.00% | −3−7.5% | 減碼 |
| Parkside Financial Bank & Trust | 52 | $2,000 | 0.00% | 00.0% | 不變 |
| 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 |
| Mach-1 Financial Group, Inc. | 54 | $2,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 52 | $2,000 | 0.00% | +52 | 新進 |
| SJS Investment Consulting Inc. | 31 | $2,000 | 0.00% | +31 | 新進 |
| Umb Bank N A | 86 | $3,000 | 0.00% | −11−11.3% | 減碼 |
| Central Trust Co | 71 | $3,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 80 | $3,000 | 0.00% | −13−14.0% | 減碼 |
| Schubert & Co | 88 | $3,000 | 0.00% | +45+104.7% | 加碼 |
| Covington Capital Management | 65 | $3,000 | 0.00% | +65 | 新進 |
| Center for Financial Planning, Inc. | 81 | $3,000 | 0.00% | +81 | 新進 |
| Denali Advisors LLC | 90 | $4,000 | 0.00% | +31+52.5% | 加碼 |
| JFS Wealth Advisors, LLC | 100 | $4,000 | 0.00% | +82+455.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 129 | $5,000 | 0.00% | −17−11.6% | 減碼 |
| Versant Capital Management, Inc | 127 | $5,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 162 | $7,000 | 0.00% | −19−10.5% | 減碼 |
| SRS Capital Advisors, Inc. | 205 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 240 | $9,000 | 0.00% | +175+269.2% | 加碼 |
| Gladius Capital Management LP | 204 | $9,000 | 0.00% | +204 | 新進 |
| Covestor Ltd | 251 | $1.00 萬 | 0.01% | −1,204−82.7% | 減碼 |
| Macroview Investment Management LLC | 249 | $1.00 萬 | 0.02% | +249 | 新進 |
| Key Financial Inc | 294 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 340 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 335 | $1.30 萬 | 0.00% | +92+37.9% | 加碼 |
| Geneos Wealth Management Inc. | 400 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 368 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 487 | $1.90 萬 | 0.00% | −47−8.8% | 減碼 |
| Dividend Assets Capital, LLC | 550 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Investors Research Corp | 600 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 665 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 629 | $2.50 萬 | 0.00% | +196+45.3% | 加碼 |
| TD Private Client Wealth LLC | 680 | $2.69 萬 | 0.00% | −200−22.7% | 減碼 |
| Toronto Dominion Bank | 855 | $3.40 萬 | 0.00% | +220+34.6% | 加碼 |
| Crewe Advisors LLC | 909 | $3.60 萬 | 0.01% | +331+57.3% | 加碼 |
| Quent Capital, LLC | 951 | $3.80 萬 | 0.01% | +18+1.9% | 加碼 |
| Fifth Third Bancorp | 998 | $3.90 萬 | 0.00% | −160−13.8% | 減碼 |
| Nomura Asset Management Co Ltd | 1,000 | $3.96 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,151 | $4.30 萬 | 0.00% | +283+32.6% | 加碼 |
| Private Trust Co NA | 1,178 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,250 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 1,237 | $4.90 萬 | 0.00% | +35+2.9% | 加碼 |
| Hantz Financial Services, Inc. | 1,260 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,262 | $5.00 萬 | 0.00% | +1,058+518.6% | 加碼 |
| Proequities, Inc. | 1,283 | $5.10 萬 | 0.00% | −528−29.2% | 減碼 |
| TCTC Holdings, LLC | 1,400 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,437 | $5.68 萬 | 0.00% | +821+133.3% | 加碼 |
| Gradient Investments LLC | 1,522 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,575 | $6.20 萬 | 0.01% | +611+63.4% | 加碼 |
| First Horizon Advisors, Inc. | 1,690 | $6.60 萬 | 0.00% | −1,408−45.4% | 減碼 |
| State of Wyoming | 1,736 | $6.90 萬 | 0.03% | −23−1.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 1,824 | $7.20 萬 | 0.01% | +1,824 | 新進 |
| Signaturefd, LLC | 2,016 | $8.00 萬 | 0.00% | +153+8.2% | 加碼 |
| Macquarie Group Ltd | 1,516 | $8.30 萬 | 0.00% | −577−27.6% | 減碼 |
| Deutsche Bank AG | 2,173 | $8.60 萬 | 0.00% | −9,779−81.8% | 減碼 |
| IFP Advisors, Inc | 1,820 | $9.10 萬 | 0.00% | +260+16.7% | 加碼 |
| Meeder Asset Management Inc | 2,366 | $9.40 萬 | 0.01% | +1,073+83.0% | 加碼 |
| DuPont Capital Management Corp | 2,424 | $9.60 萬 | 0.01% | −883−26.7% | 減碼 |
| Silvant Capital Management LLC | 2,499 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 3,156 | $12.4 萬 | 0.00% | −51−1.6% | 減碼 |
| Shell Asset Management Co | 3,293 | $13.0 萬 | 0.01% | −862−20.7% | 減碼 |
| Van Eck Associates Corp | 3,338 | $13.2 萬 | 0.00% | +300+9.9% | 加碼 |
| US Bancorp | 3,566 | $14.1 萬 | 0.00% | −166−4.4% | 減碼 |
| C M Bidwell & Associates Ltd | 3,883 | $15.4 萬 | 0.13% | −2−0.1% | 減碼 |
| Walleye Trading LLC | 4,267 | $16.9 萬 | 0.01% | +4,267 | 新進 |
| National Bank of Canada | 4,447 | $17.5 萬 | 0.00% | −15,702−77.9% | 減碼 |
| HHM Wealth Advisors, LLC | 4,520 | $17.9 萬 | 0.05% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,000 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 5,066 | $20.0 萬 | 0.00% | +5,066 | 新進 |
| Prelude Capital Management, LLC | 5,085 | $20.1 萬 | 0.01% | +5,085 | 新進 |
| Palouse Capital Management, Inc. | 5,140 | $20.3 萬 | 0.12% | +5,140 | 新進 |
| Rock Point Advisors, LLC | 5,145 | $20.4 萬 | 0.08% | +5,145 | 新進 |
| Profund Advisors LLC | 5,237 | $20.7 萬 | 0.01% | −488−8.5% | 減碼 |
| Prudential PLC | 5,345 | $21.1 萬 | 0.00% | +5,345 | 新進 |
| Chicago Trust Co NA | 5,434 | $21.5 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 5,496 | $21.7 萬 | 0.00% | −313−5.4% | 減碼 |
| Bridgefront Capital, LLC | 5,519 | $21.8 萬 | 0.22% | +5,519 | 新進 |
| Mendel Capital Management LLC | 5,614 | $22.2 萬 | 0.26% | +10.0% | 加碼 |
| HB Wealth Management, LLC | 5,600 | $22.2 萬 | 0.00% | −5−0.1% | 減碼 |
| Pearl River Capital, LLC | 5,757 | $22.8 萬 | 0.04% | +5,757 | 新進 |
| Shelton Capital Management | 5,938 | $23.5 萬 | 0.01% | −519−8.0% | 減碼 |
| Utah Retirement Systems | 5,942 | $23.5 萬 | 0.00% | −400−6.3% | 減碼 |
| Kestra Advisory Services, LLC | 5,976 | $23.6 萬 | 0.00% | −104−1.7% | 減碼 |
| Versor Investments LP | 6,068 | $24.0 萬 | 0.01% | −1,666−21.5% | 減碼 |
| Mark Stevens | 6,080 | $24.1 萬 | 0.03% | −590−8.8% | 減碼 |
| Naples Global Advisors, LLC | 6,100 | $24.1 萬 | 0.03% | +183+3.1% | 加碼 |
| We Are One Seven, LLC | 6,366 | $25.1 萬 | 0.02% | +42+0.7% | 加碼 |
| Symmetry Partners, LLC | 6,390 | $25.3 萬 | 0.02% | 00.0% | 不變 |