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 3 季 13F 持有人
Bank OZK 在 2025/9/30 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
- 526
- 較 2025 年第 2 季 +57 家
- 持有股數
- 1.05 億
- 較 2025 年第 2 季 +28.8 萬 (+0.3%)
- 總市值
- $53.6 億
- 較 2025 年第 2 季 +$4.24 億 (+8.6%)
- 新進機構
- 82
- 另有 207 家加碼
- 清倉機構
- 25
- 另有 163 家減碼
另有 5 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,387 | $7.06 萬 | 0.02% | +1,387 | 新進 |
| TCTC Holdings, LLC | 1,400 | $7.14 萬 | 0.00% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 1,450 | $7.39 萬 | 0.05% | +408+39.2% | 加碼 |
| National Bank of Canada | 1,659 | $8.45 萬 | 0.00% | −233−12.3% | 減碼 |
| Covestor Ltd | 1,742 | $9.00 萬 | 0.05% | +1,211+228.1% | 加碼 |
| Essential Partners LLC | 1,801 | $9.18 萬 | 0.03% | +270+17.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,822 | $9.29 萬 | 0.00% | +33+1.8% | 加碼 |
| Signaturefd, LLC | 1,919 | $9.78 萬 | 0.00% | −24−1.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,268 | $11.6 萬 | 0.00% | −3,192−58.5% | 減碼 |
| Farther Finance Advisors, LLC | 2,280 | $11.6 萬 | 0.00% | +745+48.5% | 加碼 |
| Abich Financial Wealth Management LLC | 2,337 | $11.9 萬 | 0.04% | +2,337 | 新進 |
| State of Wyoming | 2,434 | $12.4 萬 | 0.01% | −8,588−77.9% | 減碼 |
| Rockefeller Capital Management L.P. | 2,439 | $12.4 萬 | 0.00% | +2,439 | 新進 |
| American Wealth Advisors, LLC | 2,483 | $12.7 萬 | 0.13% | +2,483 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,511 | $12.8 萬 | 0.02% | −1,548−38.1% | 減碼 |
| Quarry LP | 2,523 | $12.9 萬 | 0.03% | +50+2.0% | 加碼 |
| STRS Ohio | 2,552 | $13.0 萬 | 0.00% | −38,511−93.8% | 減碼 |
| Walleye Capital LLC | 2,598 | $13.2 萬 | 0.00% | −1,202−31.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,665 | $13.6 萬 | 0.00% | +2,109+379.3% | 加碼 |
| Jones Financial Companies LLLP | 2,651 | $13.8 萬 | 0.00% | +174+7.0% | 加碼 |
| Assetmark, Inc | 2,832 | $14.4 萬 | 0.00% | +1,325+87.9% | 加碼 |
| Globeflex Capital L P | 3,027 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 3,298 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,392 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 3,503 | $17.9 萬 | 0.00% | +3,503 | 新進 |
| Shell Asset Management Co | 3,561 | $18.2 萬 | 0.02% | −4,674−56.8% | 減碼 |
| Principal Securities, Inc. | 3,725 | $19.0 萬 | 0.00% | +434+13.2% | 加碼 |
| Keebeck Alpha, LP | 3,977 | $20.3 萬 | 0.28% | +3,977 | 新進 |
| Black Maple Capital Management LP | 4,000 | $20.4 萬 | 0.15% | +4,000 | 新進 |
| Aigen Investment Management, LP | 4,088 | $20.8 萬 | 0.03% | −5,925−59.2% | 減碼 |
| We Are One Seven, LLC | 4,140 | $21.1 萬 | 0.00% | +4,140 | 新進 |
| First Horizon Corp | 4,151 | $21.2 萬 | 0.01% | +4,151 | 新進 |
| Inceptionr LLC | 4,191 | $21.4 萬 | 0.05% | −1,891−31.1% | 減碼 |
| Longboard Asset Management, LP | 4,225 | $21.5 萬 | 0.35% | +4,225 | 新進 |
| Associated Banc-Corp | 4,234 | $21.6 萬 | 0.01% | +4,234 | 新進 |
| Wedmont Private Capital | 4,152 | $21.6 萬 | 0.01% | +6+0.1% | 加碼 |
| Quadrature Capital Ltd | 4,269 | $21.7 萬 | 0.00% | +4,269 | 新進 |
| Waterloo Capital, L.P. | 4,423 | $22.5 萬 | 0.02% | +49+1.1% | 加碼 |
| BlackDiamond Wealth Management Inc. | 4,443 | $22.7 萬 | 0.12% | −359−7.5% | 減碼 |
| Profund Advisors LLC | 4,470 | $22.8 萬 | 0.01% | −147−3.2% | 減碼 |
| Boothbay Fund Management, LLC | 4,475 | $22.8 萬 | 0.01% | +4,475 | 新進 |
| Freestone Grove Partners LP | 4,507 | $23.0 萬 | 0.00% | +4,507 | 新進 |
| HHM Wealth Advisors, LLC | 4,520 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Bank Ozk | 4,557 | $23.2 萬 | 0.08% | +4,557 | 新進 |
| Prelude Capital Management, LLC | 4,667 | $23.8 萬 | 0.02% | +4,667 | 新進 |
| Azimuth Capital Investment Management LLC | 4,700 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 4,724 | $24.1 萬 | 0.00% | +4,724 | 新進 |
| Ritholtz Wealth Management | 4,724 | $24.1 萬 | 0.00% | +4,724 | 新進 |
| Paragon Capital Management Ltd | 4,726 | $24.1 萬 | 0.05% | −256−5.1% | 減碼 |
| Brand Asset Management Group, Inc. | 4,745 | $24.2 萬 | 0.07% | +4,745 | 新進 |
| US Bancorp | 4,767 | $24.3 萬 | 0.00% | −16−0.3% | 減碼 |
| Vident Advisory, LLC | 4,812 | $24.5 萬 | 0.00% | −130−2.6% | 減碼 |
| Hamilton Capital Partners Inc. | 4,813 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Evoke Wealth, LLC | 4,910 | $25.0 萬 | 0.01% | −265−5.1% | 減碼 |
| Maryland State Retirement & Pension System | 4,967 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 5,048 | $25.7 萬 | 0.04% | −30,282−85.7% | 減碼 |
| Swiss Life Asset Management Ltd | 5,077 | $25.9 萬 | 0.00% | +5,077 | 新進 |
| Forefront Wealth Partners, LLC | 5,113 | $26.1 萬 | 0.07% | +61+1.2% | 加碼 |
| Mendel Capital Management LLC | 5,183 | $26.4 萬 | 0.14% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 5,205 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,228 | $26.7 萬 | 0.01% | −84−1.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 5,259 | $26.8 萬 | 0.07% | −18−0.3% | 減碼 |
| Puzo Michael J | 5,390 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 5,528 | $28.2 萬 | 0.00% | +960+21.0% | 加碼 |
| EMC Capital Management | 5,555 | $28.3 萬 | 0.13% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,554 | $28.3 萬 | 0.02% | +396+7.7% | 加碼 |
| Sigma Planning Corp | 5,578 | $28.4 萬 | 0.01% | +436+8.5% | 加碼 |
| Utah Retirement Systems | 5,641 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| Stevens Capital Management LP | 5,678 | $28.9 萬 | 0.04% | −943−14.2% | 減碼 |
| TCG Advisory Services, LLC | 5,766 | $29.4 萬 | 0.01% | +5,766 | 新進 |
| Private Advisor Group, LLC | 5,832 | $29.7 萬 | 0.00% | −1,911−24.7% | 減碼 |
| Gotham Asset Management, LLC | 5,852 | $29.8 萬 | 0.00% | +126+2.2% | 加碼 |
| Evergreen Capital Management LLC | 5,857 | $29.9 萬 | 0.01% | −285−4.6% | 減碼 |
| Panagora Asset Management Inc | 5,876 | $30.0 萬 | 0.00% | −11−0.2% | 減碼 |
| Sym Financial Corp | 5,880 | $30.0 萬 | 0.03% | +1,313+28.7% | 加碼 |
| Forum Financial Management, LP | 5,902 | $30.1 萬 | 0.00% | +506+9.4% | 加碼 |
| Farringdon Capital, Ltd. | 5,902 | $30.1 萬 | 0.08% | +5,902 | 新進 |
| Callan Family Office, LLC | 5,927 | $30.2 萬 | 0.01% | −11−0.2% | 減碼 |
| Venturi Wealth Management, LLC | 6,107 | $31.1 萬 | 0.01% | +1,098+21.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,125 | $31.2 萬 | 0.02% | −251−3.9% | 減碼 |
| Camden Capital, LLC | 6,169 | $31.4 萬 | 0.02% | +6,169 | 新進 |
| Ieq Capital, LLC | 6,170 | $31.5 萬 | 0.00% | −54,495−89.8% | 減碼 |
| Lathrop Investment Management Corp | 6,264 | $31.9 萬 | 0.06% | −390−5.9% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,261 | $31.9 萬 | 0.01% | +735+13.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,278 | $32.0 萬 | 0.00% | −111−1.7% | 減碼 |
| Legacy Capital Group California, Inc. | 6,368 | $32.5 萬 | 0.08% | +99+1.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 6,459 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 6,594 | $33.6 萬 | 0.05% | +374+6.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 6,689 | $34.1 萬 | 0.05% | −904−11.9% | 減碼 |
| Caitlin John, LLC | 6,791 | $34.6 萬 | 0.24% | +27+0.4% | 加碼 |
| D.A. Davidson & Co. | 6,948 | $35.4 萬 | 0.00% | +1,886+37.3% | 加碼 |
| DRW Securities, LLC | 7,025 | $35.8 萬 | 0.02% | −2,321−24.8% | 減碼 |
| Mma Asset Management LLC | 7,083 | $36.1 萬 | 0.12% | −458−6.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,087 | $36.1 萬 | 0.00% | +478+7.2% | 加碼 |
| Millennium Capital Advisors, LLC | 7,147 | $36.4 萬 | 0.22% | −988−12.1% | 減碼 |
| Advisors Capital Management, LLC | 7,355 | $37.5 萬 | 0.00% | +15+0.2% | 加碼 |
| 1832 Asset Management L.P. | 7,668 | $39.1 萬 | 0.00% | −1,467−16.1% | 減碼 |
| Vestcor Inc | 7,742 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 7,850 | $40.0 萬 | 0.19% | +7,850 | 新進 |
| HighTower Advisors, LLC | 7,854 | $40.0 萬 | 0.00% | +581+8.0% | 加碼 |