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
2024 年第 1 季 13F 持有人
Bank OZK 在 2024/3/31 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
- 427
- 較 2023 年第 4 季 +8 家
- 持有股數
- 9,987 萬
- 較 2023 年第 4 季 +248.2 萬 (+2.5%)
- 總市值
- $45.4 億
- 較 2023 年第 4 季 −$3.10 億 (−6.4%)
- 新進機構
- 59
- 另有 151 家加碼
- 清倉機構
- 51
- 另有 147 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 4,691 | $21.3 萬 | 0.01% | +383+8.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,788 | $21.8 萬 | 0.03% | +4,788 | 新進 |
| Hamilton Capital Partners Inc. | 4,796 | $21.8 萬 | 0.03% | −824−14.7% | 減碼 |
| Private Advisor Group, LLC | 4,805 | $21.8 萬 | 0.00% | +4,805 | 新進 |
| South Dakota Investment Council | 4,818 | $21.9 萬 | 0.00% | −21,558−81.7% | 減碼 |
| Globeflex Capital L P | 4,867 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,945 | $22.5 萬 | 0.00% | −1,516−23.5% | 減碼 |
| Occudo Quantitative Strategies LP | 5,022 | $22.8 萬 | 0.04% | −32,789−86.7% | 減碼 |
| Evoke Wealth, LLC | 5,136 | $23.3 萬 | 0.01% | +5,136 | 新進 |
| HighTower Advisors, LLC | 5,064 | $23.4 萬 | 0.00% | −23,549−82.3% | 減碼 |
| Walleye Capital LLC | 5,258 | $23.9 萬 | 0.00% | +5,258 | 新進 |
| Hexagon Capital Partners LLC | 5,268 | $24.0 萬 | 0.05% | −1,294−19.7% | 減碼 |
| Vident Advisory, LLC | 5,395 | $24.5 萬 | 0.01% | +220+4.3% | 加碼 |
| XTX Topco Ltd | 5,398 | $24.5 萬 | 0.03% | −2,731−33.6% | 減碼 |
| Callan Family Office, LLC | 5,428 | $24.7 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 5,439 | $24.7 萬 | 0.00% | −808−12.9% | 減碼 |
| Toroso Investments, LLC | 5,491 | $25.0 萬 | 0.00% | +210+4.0% | 加碼 |
| Scientech Research LLC | 5,497 | $25.0 萬 | 0.13% | +5,497 | 新進 |
| Grey Street Capital, LLC | 5,554 | $25.2 萬 | 0.03% | +5,554 | 新進 |
| Convergence Investment Partners, LLC | 5,582 | $25.4 萬 | 0.10% | +5,582 | 新進 |
| The PNC Financial Services Group, Inc. | 5,603 | $25.5 萬 | 0.00% | −172−3.0% | 減碼 |
| Mendel Capital Management LLC | 5,605 | $25.5 萬 | 0.17% | −85−1.5% | 減碼 |
| Cerity Partners LLC | 5,610 | $25.5 萬 | 0.00% | +5,610 | 新進 |
| Fox Run Management, L.L.C. | 5,627 | $25.6 萬 | 0.06% | −5,950−51.4% | 減碼 |
| Forum Financial Management, LP | 5,684 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 5,790 | $26.3 萬 | 0.08% | +105+1.8% | 加碼 |
| Mackenzie Financial Corp | 5,815 | $26.4 萬 | 0.00% | +5,815 | 新進 |
| Utah Retirement Systems | 5,842 | $26.6 萬 | 0.00% | −100−1.7% | 減碼 |
| US Bancorp | 5,845 | $26.6 萬 | 0.00% | −295−4.8% | 減碼 |
| State of Wyoming | 5,977 | $27.2 萬 | 0.05% | +1,714+40.2% | 加碼 |
| Park Avenue Securities LLC | 6,051 | $27.5 萬 | 0.00% | −214−3.4% | 減碼 |
| Gotham Asset Management, LLC | 6,165 | $28.0 萬 | 0.00% | +692+12.6% | 加碼 |
| HTLF Bank | 6,168 | $28.0 萬 | 0.03% | +52+0.9% | 加碼 |
| Symmetry Partners, LLC | 6,390 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 6,455 | $29.3 萬 | 0.00% | −774−10.7% | 減碼 |
| Meridian Management Co | 6,500 | $29.5 萬 | 0.08% | −200−3.0% | 減碼 |
| Legacy Capital Group California, Inc. | 6,543 | $29.7 萬 | 0.11% | −90−1.4% | 減碼 |
| HB Wealth Management, LLC | 6,607 | $30.0 萬 | 0.00% | +249+3.9% | 加碼 |
| We Are One Seven, LLC | 6,608 | $30.0 萬 | 0.02% | −240−3.5% | 減碼 |
| Arcus Capital Partners, LLC | 6,641 | $30.2 萬 | 0.10% | +1,242+23.0% | 加碼 |
| Lathrop Investment Management Corp | 6,721 | $30.6 萬 | 0.06% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 6,885 | $31.3 萬 | 0.03% | −398−5.5% | 減碼 |
| Profund Advisors LLC | 6,976 | $31.7 萬 | 0.01% | −129−1.8% | 減碼 |
| Jackson Creek Investment Advisors LLC | 7,034 | $32.0 萬 | 0.11% | −167−2.3% | 減碼 |
| Keebeck Alpha, LP | 7,126 | $32.4 萬 | 0.21% | −859−10.8% | 減碼 |
| Cipher Capital LP | 7,443 | $33.8 萬 | 0.16% | +1,500+25.2% | 加碼 |
| Private Wealth Group, LLC | 7,529 | $34.2 萬 | 0.18% | 00.0% | 不變 |
| EMC Capital Management | 7,536 | $34.3 萬 | 0.21% | +4,842+179.7% | 加碼 |
| Maryland State Retirement & Pension System | 8,408 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 7,911 | $36.0 萬 | 0.02% | +7,911 | 新進 |
| Alps Advisors Inc | 7,991 | $36.3 萬 | 0.00% | −282−3.4% | 減碼 |
| Graham Capital Management, L.P. | 8,022 | $36.5 萬 | 0.01% | +8,022 | 新進 |
| Burns Matteson Capital Management, LLC | 8,062 | $36.6 萬 | 0.24% | +8,062 | 新進 |
| Millennium Capital Advisors, LLC | 8,071 | $36.7 萬 | 0.26% | −491−5.7% | 減碼 |
| New York Life Investment Management LLC | 8,141 | $37.0 萬 | 0.00% | +8,141 | 新進 |
| BKD Wealth Advisors, LLC | 8,467 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 8,503 | $38.7 萬 | 0.06% | +38+0.4% | 加碼 |
| Vestcor Inc | 8,576 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 8,612 | $39.2 萬 | 0.01% | −200−2.3% | 減碼 |
| HRT Financial LP | 8,662 | $39.3 萬 | 0.00% | −77,908−90.0% | 減碼 |
| Coldstream Capital Management Inc | 8,658 | $39.4 萬 | 0.01% | −31,802−78.6% | 減碼 |
| Stevens Capital Management LP | 8,658 | $39.4 萬 | 0.08% | +3,674+73.7% | 加碼 |
| Puzo Michael J | 8,675 | $39.4 萬 | 0.11% | −760−8.1% | 減碼 |
| State of Wisconsin Investment Board | 8,695 | $39.5 萬 | 0.00% | −1,675−16.2% | 減碼 |
| Bessemer Group Inc | 8,742 | $39.8 萬 | 0.00% | −28,473−76.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,833 | $40.2 萬 | 0.00% | −245−2.7% | 減碼 |
| Guggenheim Capital LLC | 8,992 | $40.9 萬 | 0.00% | +4,844+116.8% | 加碼 |
| Headlands Technologies LLC | 9,189 | $41.8 萬 | 0.10% | +9,189 | 新進 |
| Shell Asset Management Co | 10,258 | $42.1 萬 | 0.02% | −926−8.3% | 減碼 |
| Baird Financial Group, Inc. | 9,298 | $42.3 萬 | 0.00% | +9,298 | 新進 |
| Acorn Financial Advisory Services Inc | 9,345 | $42.5 萬 | 0.08% | −844−8.3% | 減碼 |
| Advisor Group Holdings, Inc. | 9,545 | $43.4 萬 | 0.00% | −23,499−71.1% | 減碼 |
| Nations Financial Group Inc, | 9,778 | $44.5 萬 | 0.04% | +9,778 | 新進 |
| Public Employees Retirement Association of Colorado | 9,839 | $44.7 萬 | 0.00% | −1,997−16.9% | 減碼 |
| 1832 Asset Management L.P. | 9,950 | $45.2 萬 | 0.00% | +8+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,964 | $45.3 萬 | 0.00% | +30.0% | 加碼 |
| Eudaimonia Partners, LLC | 10,000 | $45.5 萬 | 0.11% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 10,200 | $46.4 萬 | 0.00% | −4,312−29.7% | 減碼 |
| JustInvest LLC | 10,316 | $46.9 萬 | 0.01% | −3,431−25.0% | 減碼 |
| Commonwealth Equity Services, LLC | 10,324 | $46.9 萬 | 0.00% | −61−0.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 11,088 | $47.7 萬 | 0.09% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 10,523 | $47.8 萬 | 0.08% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,590 | $48.1 萬 | 0.02% | −727−6.4% | 減碼 |
| Los Angeles Capital Management LLC | 11,028 | $50.1 萬 | 0.00% | −346−3.0% | 減碼 |
| State of Alaska, Department of Revenue | 11,364 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 12,097 | $53.0 萬 | 0.00% | +2,728+29.1% | 加碼 |
| Ibex Wealth Advisors | 13,509 | $54.1 萬 | 0.15% | +13,509 | 新進 |
| Raymond James Trust N.A. | 11,901 | $54.1 萬 | 0.01% | +608+5.4% | 加碼 |
| HM Payson & Co | 12,000 | $54.6 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 12,114 | $55.1 萬 | 0.00% | +860+7.6% | 加碼 |
| Regions Financial Corp | 12,206 | $55.5 萬 | 0.00% | −2,723−18.2% | 減碼 |
| Janney Montgomery Scott LLC | 12,255 | $55.7 萬 | 0.00% | +2,274+22.8% | 加碼 |
| Brinker Capital Investments, LLC | 12,359 | $56.2 萬 | 0.01% | −1,027−7.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,359 | $56.2 萬 | 0.01% | −1,027−7.7% | 減碼 |
| Mustard Seed Financial, LLC | 12,417 | $56.4 萬 | 0.56% | +465+3.9% | 加碼 |
| Xponance, Inc. | 12,557 | $57.1 萬 | 0.01% | −120−0.9% | 減碼 |
| FourThought Financial Partners, LLC | 12,613 | $57.3 萬 | 0.07% | +1,537+13.9% | 加碼 |
| Davis Investment Partners, LLC | 13,392 | $57.7 萬 | 0.25% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 12,784 | $58.1 萬 | 0.41% | −24−0.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 12,865 | $58.5 萬 | 0.01% | +12,865 | 新進 |