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
2023 年第 4 季 13F 持有人
Bank OZK 在 2023/12/31 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
- 421
- 較 2023 年第 3 季 +44 家
- 持有股數
- 9,739 萬
- 較 2023 年第 3 季 −339.0 萬 (−3.4%)
- 總市值
- $48.5 億
- 較 2023 年第 3 季 +$11.1 億 (+29.8%)
- 新進機構
- 69
- 另有 141 家加碼
- 清倉機構
- 25
- 另有 155 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 4,308 | $21.5 萬 | 0.01% | +4,308 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 4,314 | $21.5 萬 | 0.03% | +4,314 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 4,400 | $21.9 萬 | 0.00% | +4,400 | 新進 |
| National Bank of Canada | 4,648 | $22.2 萬 | 0.00% | −142−3.0% | 減碼 |
| HHM Wealth Advisors, LLC | 4,520 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 4,532 | $22.6 萬 | 0.01% | +4,532 | 新進 |
| DFPG Investments, LLC | 4,785 | $23.1 萬 | 0.02% | +4,785 | 新進 |
| Impact Partnership Wealth, LLC | 4,650 | $23.2 萬 | 0.08% | +4,650 | 新進 |
| CBOE Vest Financial, LLC | 4,726 | $23.5 萬 | 0.01% | +4,726 | 新進 |
| Foster & Motley Inc | 4,780 | $23.8 萬 | 0.02% | +4,780 | 新進 |
| Ronald Blue Trust, Inc. | 6,461 | $23.9 萬 | 0.00% | +792+14.0% | 加碼 |
| Globeflex Capital L P | 4,867 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Duality Advisers, LP | 4,966 | $24.7 萬 | 0.03% | +4,966 | 新進 |
| Stevens Capital Management LP | 4,984 | $24.8 萬 | 0.06% | +4,984 | 新進 |
| TD Private Client Wealth LLC | 5,041 | $25.1 萬 | 0.01% | −146−2.8% | 減碼 |
| Vident Advisory, LLC | 5,175 | $25.8 萬 | 0.01% | +5,175 | 新進 |
| Toroso Investments, LLC | 5,281 | $26.3 萬 | 0.01% | −1,909−26.6% | 減碼 |
| Arcus Capital Partners, LLC | 5,399 | $26.9 萬 | 0.09% | +5,399 | 新進 |
| Callan Family Office, LLC | 5,428 | $27.0 萬 | 0.07% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 5,432 | $27.1 萬 | 0.02% | +5,432 | 新進 |
| Gotham Asset Management, LLC | 5,473 | $27.3 萬 | 0.01% | −3,520−39.1% | 減碼 |
| Hamilton Capital Partners Inc. | 5,620 | $28.0 萬 | 0.06% | −4,184−42.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 5,685 | $28.3 萬 | 0.09% | +5,685 | 新進 |
| Forum Financial Management, LP | 5,684 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Mendel Capital Management LLC | 5,690 | $28.4 萬 | 0.20% | +89+1.6% | 加碼 |
| Meridian Management Co | 6,700 | $28.5 萬 | 0.08% | +6,700 | 新進 |
| The PNC Financial Services Group, Inc. | 5,775 | $28.8 萬 | 0.00% | −163−2.7% | 減碼 |
| Utah Retirement Systems | 5,942 | $29.6 萬 | 0.00% | −100−1.7% | 減碼 |
| Cipher Capital LP | 5,943 | $29.6 萬 | 0.10% | +5,943 | 新進 |
| HTLF Bank | 6,116 | $30.5 萬 | 0.04% | +6,116 | 新進 |
| US Bancorp | 6,140 | $30.6 萬 | 0.00% | +60+1.0% | 加碼 |
| Massachusetts Financial Services Co | 6,155 | $30.7 萬 | 0.00% | −12,113−66.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,247 | $31.1 萬 | 0.00% | +247+4.1% | 加碼 |
| Park Avenue Securities LLC | 6,265 | $31.2 萬 | 0.00% | +6,265 | 新進 |
| HB Wealth Management, LLC | 6,358 | $31.7 萬 | 0.00% | +163+2.6% | 加碼 |
| Symmetry Partners, LLC | 6,390 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 6,562 | $32.7 萬 | 0.08% | +35+0.5% | 加碼 |
| Legacy Capital Group California, Inc. | 6,633 | $33.1 萬 | 0.13% | −13−0.2% | 減碼 |
| Lathrop Investment Management Corp | 6,721 | $33.5 萬 | 0.07% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 6,900 | $34.1 萬 | 0.14% | +1,200+21.1% | 加碼 |
| We Are One Seven, LLC | 6,848 | $34.1 萬 | 0.02% | −46−0.7% | 減碼 |
| Two Sigma Advisers, LP | 7,000 | $34.9 萬 | 0.00% | −44,800−86.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 7,000 | $34.9 萬 | 0.03% | −6,000−46.2% | 減碼 |
| Profund Advisors LLC | 7,105 | $35.4 萬 | 0.02% | +789+12.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,195 | $35.9 萬 | 0.01% | −190−2.6% | 減碼 |
| Jackson Creek Investment Advisors LLC | 7,201 | $35.9 萬 | 0.14% | −13−0.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 7,229 | $36.0 萬 | 0.00% | +1,079+17.5% | 加碼 |
| Eqis Capital Management, Inc. | 7,283 | $36.3 萬 | 0.03% | −2,755−27.4% | 減碼 |
| Private Wealth Group, LLC | 7,529 | $37.5 萬 | 0.21% | 00.0% | 不變 |
| Keebeck Alpha, LP | 7,985 | $39.8 萬 | 0.31% | −1,882−19.1% | 減碼 |
| XTX Topco Ltd | 8,129 | $40.5 萬 | 0.09% | −9,530−54.0% | 減碼 |
| Quadrature Capital Ltd | 8,193 | $40.8 萬 | 0.01% | +8,193 | 新進 |
| Brevan Howard Capital Management LP | 8,243 | $41.1 萬 | 0.04% | +8,243 | 新進 |
| Alps Advisors Inc | 8,273 | $41.2 萬 | 0.00% | −471−5.4% | 減碼 |
| Maryland State Retirement & Pension System | 8,408 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 8,465 | $42.2 萬 | 0.07% | +329+4.0% | 加碼 |
| BKD Wealth Advisors, LLC | 8,467 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 8,562 | $42.7 萬 | 0.33% | +14+0.2% | 加碼 |
| Vestcor Inc | 8,576 | $42.7 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 8,812 | $43.9 萬 | 0.01% | −100−1.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 9,078 | $45.2 萬 | 0.01% | +1,003+12.4% | 加碼 |
| Amundi | 9,369 | $45.5 萬 | 0.00% | +5,607+149.0% | 加碼 |
| AE Wealth Management LLC | 9,509 | $46.4 萬 | 0.00% | +9,509 | 新進 |
| Puzo Michael J | 9,435 | $47.0 萬 | 0.15% | −665−6.6% | 減碼 |
| 1832 Asset Management L.P. | 9,942 | $49.5 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 9,961 | $49.6 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 9,981 | $49.7 萬 | 0.00% | −614−5.8% | 減碼 |
| Eudaimonia Partners, LLC | 10,000 | $49.8 萬 | 0.13% | 00.0% | 不變 |
| Greenland Capital Management LP | 10,183 | $50.7 萬 | 0.08% | +10,183 | 新進 |
| Acorn Financial Advisory Services Inc | 10,189 | $50.8 萬 | 0.09% | +93+0.9% | 加碼 |
| State of Wisconsin Investment Board | 10,370 | $51.7 萬 | 0.00% | −2,078−16.7% | 減碼 |
| Winton Group Ltd | 10,373 | $51.7 萬 | 0.04% | −366−3.4% | 減碼 |
| Commonwealth Equity Services, LLC | 10,385 | $51.8 萬 | 0.00% | −301−2.8% | 減碼 |
| Jamison Private Wealth Management, Inc. | 10,523 | $52.4 萬 | 0.10% | 00.0% | 不變 |
| Sowell Financial Services LLC | 10,573 | $52.7 萬 | 0.03% | +236+2.3% | 加碼 |
| BlackDiamond Wealth Management Inc. | 12,808 | $53.8 萬 | 0.40% | +632+5.2% | 加碼 |
| Capstone Investment Advisors, LLC | 10,961 | $54.6 萬 | 0.01% | +10,961 | 新進 |
| FourThought Financial Partners, LLC | 11,076 | $55.2 萬 | 0.07% | −329−2.9% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $55.3 萬 | 0.11% | +168+1.5% | 加碼 |
| Shell Asset Management Co | 11,184 | $55.7 萬 | 0.03% | −3,365−23.1% | 減碼 |
| FMR LLC | 11,254 | $56.1 萬 | 0.00% | +324+3.0% | 加碼 |
| Raymond James Trust N.A. | 11,293 | $56.3 萬 | 0.01% | −42−0.4% | 減碼 |
| Snowden Capital Advisors LLC | 11,317 | $56.4 萬 | 0.02% | −1,900−14.4% | 減碼 |
| State of Alaska, Department of Revenue | 11,364 | $56.6 萬 | 0.01% | −1,230−9.8% | 減碼 |
| Los Angeles Capital Management LLC | 11,374 | $56.7 萬 | 0.00% | +246+2.2% | 加碼 |
| Fox Run Management, L.L.C. | 11,577 | $57.7 萬 | 0.15% | −1,393−10.7% | 減碼 |
| Verition Fund Management LLC | 11,702 | $58.3 萬 | 0.01% | +1,629+16.2% | 加碼 |
| Federated Hermes, Inc. | 11,771 | $58.7 萬 | 0.00% | −1,257−9.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 11,836 | $59.0 萬 | 0.00% | −830−6.6% | 減碼 |
| Mustard Seed Financial, LLC | 11,952 | $59.6 萬 | 0.67% | +11,952 | 新進 |
| HM Payson & Co | 12,000 | $59.8 萬 | 0.01% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 12,200 | $60.8 萬 | 0.04% | +12,200 | 新進 |
| Pictet Asset Management Holding SA | 12,458 | $62.1 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 12,616 | $62.9 萬 | 0.00% | +1,669+15.2% | 加碼 |
| Xponance, Inc. | 12,677 | $63.2 萬 | 0.01% | −139−1.1% | 減碼 |
| Davis Investment Partners, LLC | 13,392 | $65.2 萬 | 0.32% | 00.0% | 不變 |
| Point72 Middle East FZE | 13,118 | $65.4 萬 | 0.05% | −18,108−58.0% | 減碼 |
| Brinker Capital Investments, LLC | 13,386 | $65.7 萬 | 0.01% | −302−2.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 13,386 | $65.7 萬 | 0.01% | −302−2.2% | 減碼 |
| Jefferies Financial Group Inc. | 13,250 | $66.0 萬 | 0.01% | −49,750−79.0% | 減碼 |