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 4 季 13F 持有人
Bank OZK 在 2022/12/31 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
- 404
- 較 2022 年第 3 季 +57 家
- 持有股數
- 9,897 萬
- 較 2022 年第 3 季 +224.7 萬 (+2.3%)
- 總市值
- $39.6 億
- 較 2022 年第 3 季 +$1.38 億 (+3.6%)
- 新進機構
- 81
- 另有 141 家加碼
- 清倉機構
- 24
- 另有 128 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 5,434 | $21.8 萬 | 0.05% | 00.0% | 不變 |
| Profund Advisors LLC | 5,474 | $21.9 萬 | 0.01% | +237+4.5% | 加碼 |
| Phillips Wealth Planners LLC | 4,654 | $22.1 萬 | 0.39% | +4,654 | 新進 |
| Mendel Capital Management LLC | 5,615 | $22.5 萬 | 0.23% | +10.0% | 加碼 |
| Shelton Capital Management | 5,617 | $22.5 萬 | 0.02% | −321−5.4% | 減碼 |
| Man Group plc | 5,646 | $22.6 萬 | 0.00% | +5,646 | 新進 |
| Veritable, L.P. | 5,714 | $22.9 萬 | 0.00% | +648+12.8% | 加碼 |
| Petrus Trust Company, LTA | 5,727 | $22.9 萬 | 0.03% | +5,727 | 新進 |
| Boothbay Fund Management, LLC | 5,734 | $23.0 萬 | 0.01% | +5,734 | 新進 |
| Advisors Asset Management, Inc. | 5,739 | $23.0 萬 | 0.00% | −1,588−21.7% | 減碼 |
| Foster & Motley Inc | 5,852 | $23.4 萬 | 0.02% | +5,852 | 新進 |
| Utah Retirement Systems | 5,942 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Mark Stevens | 6,045 | $24.2 萬 | 0.03% | −35−0.6% | 減碼 |
| Susquehanna International Group, LLP | 6,071 | $24.3 萬 | 0.00% | −37,529−86.1% | 減碼 |
| Naples Global Advisors, LLC | 6,100 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| HB Wealth Management, LLC | 6,146 | $24.6 萬 | 0.00% | +546+9.8% | 加碼 |
| Hamilton Capital Partners Inc. | 6,200 | $24.8 萬 | 0.11% | +6,200 | 新進 |
| Nations Financial Group Inc, | 6,342 | $25.4 萬 | 0.03% | −655−9.4% | 減碼 |
| Hexagon Capital Partners LLC | 6,427 | $25.7 萬 | 0.07% | −579−8.3% | 減碼 |
| Symmetry Partners, LLC | 6,460 | $25.9 萬 | 0.02% | +70+1.1% | 加碼 |
| HighTower Advisors, LLC | 6,538 | $26.2 萬 | 0.00% | +6,538 | 新進 |
| Sabal Trust CO | 6,617 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| FORA Capital, LLC | 6,664 | $26.7 萬 | 0.04% | +6,664 | 新進 |
| Lathrop Investment Management Corp | 6,721 | $26.9 萬 | 0.06% | −426−6.0% | 減碼 |
| Engineers Gate Manager LP | 6,730 | $27.0 萬 | 0.02% | +6,730 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 6,782 | $27.2 萬 | 0.01% | −1,429−17.4% | 減碼 |
| Bridgefront Capital, LLC | 6,818 | $27.3 萬 | 0.19% | +1,299+23.5% | 加碼 |
| Baird Financial Group, Inc. | 6,853 | $27.4 萬 | 0.00% | +6,853 | 新進 |
| We Are One Seven, LLC | 6,921 | $27.7 萬 | 0.03% | +555+8.7% | 加碼 |
| Mariner, LLC | 7,094 | $28.4 萬 | 0.00% | +124+1.8% | 加碼 |
| MML Investors Services, LLC | 7,205 | $28.9 萬 | 0.00% | +197+2.8% | 加碼 |
| Kestra Advisory Services, LLC | 7,438 | $29.8 萬 | 0.00% | +1,462+24.5% | 加碼 |
| Maven Securities LTD | 7,481 | $30.0 萬 | 0.06% | −1,038−12.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,483 | $30.0 萬 | 0.07% | −1,710−18.6% | 減碼 |
| Private Wealth Group, LLC | 7,529 | $30.2 萬 | 0.43% | 00.0% | 不變 |
| Bank Ozk | 7,555 | $30.3 萬 | 0.15% | +7,555 | 新進 |
| Alps Advisors Inc | 7,633 | $30.6 萬 | 0.00% | −131−1.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 7,722 | $30.9 萬 | 0.00% | −265,479−97.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,933 | $31.8 萬 | 0.00% | −49−0.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 8,000 | $32.0 萬 | 0.05% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 8,254 | $33.1 萬 | 0.08% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 8,353 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 8,522 | $34.1 萬 | 0.34% | −290−3.3% | 減碼 |
| Lazard Asset Management LLC | 8,583 | $34.3 萬 | 0.00% | −11,322−56.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 8,591 | $34.4 萬 | 0.05% | +8,591 | 新進 |
| BKD Wealth Advisors, LLC | 8,690 | $34.8 萬 | 0.01% | +40.0% | 加碼 |
| Creative Planning | 8,690 | $34.8 萬 | 0.00% | +789+10.0% | 加碼 |
| Yorktown Management & Research Co Inc | 8,700 | $34.9 萬 | 0.43% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 8,907 | $35.7 萬 | 0.08% | +505+6.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 8,940 | $35.8 萬 | 0.08% | −2,854−24.2% | 減碼 |
| Amundi | 8,635 | $36.1 萬 | 0.00% | +8,635 | 新進 |
| Stephenson National Bank & Trust | 9,242 | $37.0 萬 | 0.23% | +578+6.7% | 加碼 |
| Janney Montgomery Scott LLC | 9,342 | $37.4 萬 | 0.00% | +2,473+36.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 9,352 | $37.5 萬 | 0.15% | +1,292+16.0% | 加碼 |
| Maryland State Retirement & Pension System | 9,355 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 9,500 | $38.1 萬 | 0.00% | +9,500 | 新進 |
| Crossmark Global Holdings, Inc. | 9,550 | $38.3 萬 | 0.01% | −660−6.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 9,871 | $39.5 萬 | 0.01% | +9,871 | 新進 |
| Miller Howard Investments Inc | 9,931 | $39.8 萬 | 0.01% | +10.0% | 加碼 |
| First Heartland Consultants, Inc. | 10,021 | $40.1 萬 | 0.06% | +10,021 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,347 | $40.7 萬 | 0.00% | +10,347 | 新進 |
| Securian Asset Management, Inc | 10,155 | $40.7 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 10,244 | $41.0 萬 | 0.01% | −5,817−36.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 10,333 | $41.4 萬 | 0.00% | +39+0.4% | 加碼 |
| Connacht Asset Management LP | 10,480 | $42.0 萬 | 0.85% | +2,855+37.4% | 加碼 |
| Citizens Financial Group Inc | 10,498 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 10,658 | $42.7 萬 | 0.00% | −519−4.6% | 減碼 |
| FourThought Financial Partners, LLC | 10,691 | $42.8 萬 | 0.06% | +10,691 | 新進 |
| Mackenzie Financial Corp | 10,881 | $43.6 萬 | 0.00% | +10,881 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $43.7 萬 | 0.11% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 10,996 | $44.0 萬 | 0.23% | +10,996 | 新進 |
| Naviter Wealth, LLC | 10,000 | $44.3 萬 | 0.12% | +10,000 | 新進 |
| Raymond James Trust N.A. | 11,298 | $45.3 萬 | 0.02% | −202−1.8% | 減碼 |
| FMR LLC | 11,310 | $45.3 萬 | 0.00% | −1,005,650−98.9% | 減碼 |
| Freedom Day Solutions, LLC | 11,603 | $46.5 萬 | 0.23% | +318+2.8% | 加碼 |
| BlackDiamond Wealth Management Inc. | 11,394 | $46.7 萬 | 0.53% | +731+6.9% | 加碼 |
| HM Payson & Co | 12,000 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Neo Ivy Capital Management | 12,000 | $48.1 萬 | 0.33% | +2,962+32.8% | 加碼 |
| Pearl River Capital, LLC | 12,016 | $48.1 萬 | 0.08% | +6,259+108.7% | 加碼 |
| Inceptionr LLC | 12,555 | $50.3 萬 | 0.26% | +12,555 | 新進 |
| Boston Private Wealth LLC | 12,664 | $50.7 萬 | 0.01% | −30.0% | 減碼 |
| Mach-1 Financial Group, Inc. | 12,993 | $52.1 萬 | 0.24% | +12,939+23,961.1% | 加碼 |
| Brainard Capital Management LLC | 13,000 | $52.1 萬 | 0.44% | +13,000 | 新進 |
| Capital Investment Advisors, LLC | 13,009 | $52.1 萬 | 0.02% | −23−0.2% | 減碼 |
| Ethic Inc. | 13,166 | $52.7 萬 | 0.03% | −5,567−29.7% | 減碼 |
| Versor Investments LP | 13,460 | $53.9 萬 | 0.05% | +7,392+121.8% | 加碼 |
| Ibex Wealth Advisors | 13,509 | $54.1 萬 | 0.12% | +13,509 | 新進 |
| Unison Advisors LLC | 13,656 | $54.7 萬 | 0.07% | +79+0.6% | 加碼 |
| Pictet Asset Management SA | 13,710 | $54.9 萬 | 0.00% | +5,230+61.7% | 加碼 |
| Verition Fund Management LLC | 13,737 | $55.0 萬 | 0.01% | +7,252+111.8% | 加碼 |
| Commerce Bank | 14,051 | $56.3 萬 | 0.00% | +182+1.3% | 加碼 |
| Xponance, Inc. | 14,679 | $58.8 萬 | 0.01% | +1,576+12.0% | 加碼 |
| AE Wealth Management LLC | 14,749 | $59.1 萬 | 0.00% | +1,485+11.2% | 加碼 |
| State of Wisconsin Investment Board | 14,761 | $59.1 萬 | 0.00% | −7,186−32.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,820 | $59.4 萬 | 0.06% | +14,820 | 新進 |
| State of Alaska, Department of Revenue | 15,424 | $61.7 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 15,531 | $62.2 萬 | 0.07% | −990−6.0% | 減碼 |
| BTC Capital Management, Inc. | 15,847 | $63.5 萬 | 0.08% | −1,797−10.2% | 減碼 |
| Sowell Financial Services LLC | 15,859 | $63.5 萬 | 0.04% | −838−5.0% | 減碼 |
| Davis Investment Partners, LLC | 13,392 | $63.5 萬 | 0.32% | +13,392 | 新進 |