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
2025 年第 2 季 13F 持有人
Bank OZK 在 2025/6/30 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
- 474
- 較 2025 年第 1 季 −4 家
- 持有股數
- 1.06 億
- 較 2025 年第 1 季 −16.2 萬 (−0.2%)
- 總市值
- $50.0 億
- 較 2025 年第 1 季 +$3.79 億 (+8.2%)
- 新進機構
- 49
- 另有 193 家加碼
- 清倉機構
- 53
- 另有 166 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 8,135 | $38.3 萬 | 0.26% | +22+0.3% | 加碼 |
| Semanteon Capital Management, LP | 8,110 | $38.2 萬 | 0.58% | +8,110 | 新進 |
| American National Bank | 8,067 | $38.0 萬 | 0.04% | −44−0.5% | 減碼 |
| Securian Asset Management, Inc | 7,976 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 7,881 | $37.1 萬 | 0.00% | +7,881 | 新進 |
| Private Advisor Group, LLC | 7,743 | $36.4 萬 | 0.00% | +1,963+34.0% | 加碼 |
| Vestcor Inc | 7,742 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| R Squared Ltd | 7,696 | $36.2 萬 | 0.20% | +2,785+56.7% | 加碼 |
| Acorn Financial Advisory Services Inc | 7,593 | $35.7 萬 | 0.06% | −96−1.2% | 減碼 |
| Mma Asset Management LLC | 7,541 | $35.5 萬 | 0.14% | −136−1.8% | 減碼 |
| Syon Capital LLC | 7,485 | $35.2 萬 | 0.02% | +7,485 | 新進 |
| Concurrent Investment Advisors, LLC | 7,422 | $34.9 萬 | 0.01% | +365+5.2% | 加碼 |
| Advisors Capital Management, LLC | 7,340 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 7,273 | $34.2 萬 | 0.00% | −4,525−38.4% | 減碼 |
| Inscription Capital, LLC | 7,251 | $34.1 萬 | 0.05% | +7,251 | 新進 |
| Kera Capital Partners, Inc. | 7,029 | $33.1 萬 | 0.07% | +1,224+21.1% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,780 | $31.9 萬 | 0.02% | +6,780 | 新進 |
| Caitlin John, LLC | 6,764 | $31.8 萬 | 0.29% | +57+0.8% | 加碼 |
| XTX Topco Ltd | 6,701 | $31.5 萬 | 0.01% | −13,710−67.2% | 減碼 |
| Lathrop Investment Management Corp | 6,654 | $31.3 萬 | 0.06% | −169−2.5% | 減碼 |
| Stevens Capital Management LP | 6,621 | $31.2 萬 | 0.08% | −380−5.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,609 | $31.1 萬 | 0.00% | −5−0.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 6,524 | $30.7 萬 | 0.00% | +6,524 | 新進 |
| Crossmark Global Holdings, Inc. | 6,459 | $30.4 萬 | 0.00% | +162+2.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,389 | $30.1 萬 | 0.00% | +1,494+30.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,376 | $30.0 萬 | 0.02% | +752+13.4% | 加碼 |
| Legacy Capital Group California, Inc. | 6,269 | $29.5 萬 | 0.08% | −39−0.6% | 減碼 |
| Versant Capital Management, Inc | 6,220 | $29.3 萬 | 0.04% | +3,978+177.4% | 加碼 |
| Capstone Investment Advisors, LLC | 6,162 | $29.0 萬 | 0.00% | +6,162 | 新進 |
| Evergreen Capital Management LLC | 6,142 | $28.9 萬 | 0.01% | +907+17.3% | 加碼 |
| Inceptionr LLC | 6,082 | $28.6 萬 | 0.07% | −8,202−57.4% | 減碼 |
| Eqis Capital Management, Inc. | 5,986 | $28.2 萬 | 0.02% | +5,986 | 新進 |
| Callan Family Office, LLC | 5,938 | $27.9 萬 | 0.01% | +59+1.0% | 加碼 |
| Panagora Asset Management Inc | 5,887 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,818 | $27.4 萬 | 0.00% | −1,224−17.4% | 減碼 |
| Integrated Advisors Network LLC | 5,775 | $27.2 萬 | 0.01% | −30,666−84.2% | 減碼 |
| Gotham Asset Management, LLC | 5,726 | $26.9 萬 | 0.00% | +99+1.8% | 加碼 |
| Warren Averett Asset Management, LLC | 5,689 | $26.8 萬 | 0.00% | −408−6.7% | 減碼 |
| Utah Retirement Systems | 5,641 | $26.5 萬 | 0.00% | −201−3.4% | 減碼 |
| EMC Capital Management | 5,555 | $26.1 萬 | 0.14% | −1,981−26.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 5,526 | $26.0 萬 | 0.01% | +837+17.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,460 | $25.7 萬 | 0.01% | −1,237−18.5% | 減碼 |
| Forum Financial Management, LP | 5,396 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Puzo Michael J | 5,390 | $25.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Quadrant Capital Group LLC | 5,312 | $25.0 萬 | 0.01% | −1,288−19.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 5,277 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 5,205 | $24.5 萬 | 0.08% | +5,205 | 新進 |
| Mendel Capital Management LLC | 5,183 | $24.4 萬 | 0.14% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,175 | $24.4 萬 | 0.01% | +133+2.6% | 加碼 |
| GAMMA Investing LLC | 5,158 | $24.3 萬 | 0.02% | −450−8.0% | 減碼 |
| Sigma Planning Corp | 5,142 | $24.2 萬 | 0.01% | +5,142 | 新進 |
| Aaron Wealth Advisors | 5,109 | $24.0 萬 | 0.02% | +5,109 | 新進 |
| D.A. Davidson & Co. | 5,062 | $23.8 萬 | 0.00% | −268−5.0% | 減碼 |
| Baker Avenue Asset Management, LP | 5,010 | $23.6 萬 | 0.01% | +5,010 | 新進 |
| Venturi Wealth Management, LLC | 5,009 | $23.6 萬 | 0.01% | −501−9.1% | 減碼 |
| BlackDiamond Wealth Management Inc. | 4,802 | $23.5 萬 | 0.14% | −56−1.2% | 減碼 |
| Paragon Capital Management Ltd | 4,982 | $23.4 萬 | 0.04% | +56+1.1% | 加碼 |
| Maryland State Retirement & Pension System | 4,967 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 4,942 | $23.3 萬 | 0.00% | −2,986−37.7% | 減碼 |
| Corton Capital Inc. | 4,826 | $22.7 萬 | 0.26% | +4,826 | 新進 |
| Hamilton Capital Partners Inc. | 4,813 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 4,783 | $22.5 萬 | 0.00% | −463−8.8% | 減碼 |
| Forefront Wealth Partners, LLC | 5,052 | $22.5 萬 | 0.15% | −18−0.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 4,700 | $22.1 萬 | 0.01% | +4,700 | 新進 |
| Profund Advisors LLC | 4,617 | $21.7 萬 | 0.01% | −384−7.7% | 減碼 |
| Kestra Advisory Services, LLC | 4,568 | $21.5 萬 | 0.00% | +4,568 | 新進 |
| Sym Financial Corp | 4,567 | $21.5 萬 | 0.02% | +4,567 | 新進 |
| Wedmont Private Capital | 4,146 | $21.4 萬 | 0.01% | −1,123−21.3% | 減碼 |
| HHM Wealth Advisors, LLC | 4,520 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 4,374 | $20.6 萬 | 0.02% | −404−8.5% | 減碼 |
| First Horizon Advisors, Inc. | 4,151 | $19.5 萬 | 0.01% | +4,115+11,430.6% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,059 | $19.1 萬 | 0.03% | +2,702+199.1% | 加碼 |
| Walleye Capital LLC | 3,800 | $17.9 萬 | 0.00% | +1,172+44.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,392 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 3,298 | $15.5 萬 | 0.00% | −1,586−32.5% | 減碼 |
| Principal Securities, Inc. | 3,291 | $15.5 萬 | 0.00% | +782+31.2% | 加碼 |
| Globeflex Capital L P | 3,027 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,899 | $13.6 萬 | 0.01% | +524+22.1% | 加碼 |
| Jones Financial Companies LLLP | 2,477 | $11.7 萬 | 0.00% | −95−3.7% | 減碼 |
| Quarry LP | 2,473 | $11.6 萬 | 0.03% | +648+35.5% | 加碼 |
| Signaturefd, LLC | 1,943 | $9.14 萬 | 0.00% | −196−9.2% | 減碼 |
| National Bank of Canada | 1,892 | $8.90 萬 | 0.00% | −68−3.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,789 | $8.42 萬 | 0.00% | +926+107.3% | 加碼 |
| Farther Finance Advisors, LLC | 1,535 | $7.22 萬 | 0.00% | +1,411+1,137.9% | 加碼 |
| Essential Partners LLC | 1,531 | $7.20 萬 | 0.03% | +1,531 | 新進 |
| Assetmark, Inc | 1,507 | $7.09 萬 | 0.00% | +259+20.8% | 加碼 |
| Copeland Capital Management, LLC | 1,413 | $6.65 萬 | 0.00% | −1,728−55.0% | 減碼 |
| TCTC Holdings, LLC | 1,400 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,396 | $6.57 萬 | 0.00% | +157+12.7% | 加碼 |
| Umb Bank N A | 1,286 | $6.05 萬 | 0.00% | −194−13.1% | 減碼 |
| Ronald Blue Trust, Inc. | 1,276 | $6.00 萬 | 0.00% | −870−40.5% | 減碼 |
| Group One Trading, L.P. | 1,224 | $5.76 萬 | 0.00% | −2,736−69.1% | 減碼 |
| Parallel Advisors, LLC | 1,124 | $5.29 萬 | 0.00% | +466+70.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,105 | $5.20 萬 | 0.00% | +1,105 | 新進 |
| Clearstead Advisors, LLC | 1,087 | $5.12 萬 | 0.00% | +919+547.0% | 加碼 |
| Geneos Wealth Management Inc. | 1,071 | $5.04 萬 | 0.00% | +94+9.6% | 加碼 |
| Reyes Financial Architecture, Inc. | 1,042 | $4.90 萬 | 0.04% | −1,275−55.0% | 減碼 |
| Bruce G. Allen Investments, LLC | 1,026 | $4.83 萬 | 0.04% | −9−0.9% | 減碼 |
| Nomura Asset Management Co Ltd | 1,000 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 945 | $4.45 萬 | 0.00% | +945 | 新進 |