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
2026 年第 1 季 13F 持有人
Bank OZK 在 2026/3/31 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
- 502
- 較 2025 年第 4 季 +4 家
- 持有股數
- 1.03 億
- 較 2025 年第 4 季 +1,091 萬 (+11.9%)
- 總市值
- $47.3 億
- 較 2025 年第 4 季 +$4.96 億 (+11.7%)
- 新進機構
- 68
- 另有 187 家加碼
- 清倉機構
- 64
- 另有 179 家減碼
另有 11 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 9,084 | $41.7 萬 | 0.01% | −1,331−12.8% | 減碼 |
| Rockefeller Capital Management L.P. | 9,214 | $42.3 萬 | 0.00% | +3,522+61.9% | 加碼 |
| Syon Capital LLC | 9,361 | $43.0 萬 | 0.02% | −860−8.4% | 減碼 |
| EP Wealth Advisors, LLC | 9,555 | $43.8 萬 | 0.00% | −316−3.2% | 減碼 |
| Mustard Seed Financial, LLC | 9,612 | $44.1 萬 | 0.26% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 9,839 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 9,875 | $45.6 萬 | 0.03% | +9,875 | 新進 |
| Twinbeech Capital LP | 10,023 | $46.0 萬 | 0.05% | +281+2.9% | 加碼 |
| Jain Global LLC | 10,030 | $46.0 萬 | 0.01% | +10,030 | 新進 |
| Northwestern Mutual Wealth Management Co | 10,093 | $46.3 萬 | 0.00% | −986−8.9% | 減碼 |
| nVerses Capital, LLC | 10,244 | $47.0 萬 | 0.43% | +5,010+95.7% | 加碼 |
| State of Wisconsin Investment Board | 10,412 | $47.8 萬 | 0.00% | −16,854−61.8% | 減碼 |
| Voya Investment Management LLC | 10,468 | $48.0 萬 | 0.00% | −251−2.3% | 減碼 |
| Groesbeck Investment Management Corp | 10,483 | $48.1 萬 | 0.94% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 10,523 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 10,035 | $48.7 萬 | 0.02% | −13,255−56.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 10,634 | $48.8 萬 | 0.02% | +4,231+66.1% | 加碼 |
| Entropy Technologies, LP | 10,696 | $49.1 萬 | 0.02% | +20.0% | 加碼 |
| Merit Financial Group, LLC | 10,699 | $49.1 萬 | 0.00% | −381−3.4% | 減碼 |
| Intech Investment Management LLC | 10,816 | $49.6 萬 | 0.00% | −14,283−56.9% | 減碼 |
| Deutsche Bank AG | 10,881 | $49.9 萬 | 0.00% | +548+5.3% | 加碼 |
| Agp Franklin, LLC | 10,911 | $50.1 萬 | 0.25% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 10,920 | $50.1 萬 | 0.07% | 00.0% | 不變 |
| Park Avenue Securities LLC | 11,001 | $50.5 萬 | 0.00% | +225+2.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,338 | $52.0 萬 | 0.01% | +9,242+440.9% | 加碼 |
| Alps Advisors Inc | 11,407 | $52.3 萬 | 0.00% | +2,577+29.2% | 加碼 |
| Benjamin Edwards Inc | 11,568 | $53.1 萬 | 0.01% | +586+5.3% | 加碼 |
| Total Wealth Planning & Management, Inc. | 11,760 | $54.0 萬 | 0.43% | +11,760 | 新進 |
| Pacer Advisors, Inc. | 12,189 | $55.9 萬 | 0.00% | −472−3.7% | 減碼 |
| Chicago Partners Investment Group LLC | 11,959 | $56.8 萬 | 0.01% | +5,329+80.4% | 加碼 |
| Balyasny Asset Management LLC | 12,435 | $57.1 萬 | 0.00% | −5,476−30.6% | 減碼 |
| Evergreen Capital Management LLC | 12,568 | $57.7 萬 | 0.01% | −1,673−11.7% | 減碼 |
| Foster & Motley Inc | 12,648 | $58.0 萬 | 0.03% | +12,648 | 新進 |
| Gilliland Jeter Wealth Management LLC | 12,650 | $58.1 萬 | 0.17% | +43+0.3% | 加碼 |
| Verdence Capital Advisors LLC | 12,856 | $59.0 萬 | 0.03% | +12,856 | 新進 |
| Bank of Nova Scotia | 13,144 | $60.3 萬 | 0.00% | −13,132−50.0% | 減碼 |
| Capital Investment Advisors, LLC | 13,156 | $60.4 萬 | 0.01% | −395−2.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 13,332 | $61.2 萬 | 0.01% | −4,239−24.1% | 減碼 |
| Davis Investment Partners, LLC | 13,392 | $61.5 萬 | 0.22% | 00.0% | 不變 |
| Burney Co | 13,395 | $61.5 萬 | 0.02% | −7,146−34.8% | 減碼 |
| Kera Capital Partners, Inc. | 13,424 | $61.6 萬 | 0.08% | +2,088+18.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,599 | $62.4 萬 | 0.02% | +1,509+12.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 13,676 | $62.8 萬 | 0.00% | +3,561+35.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,733 | $63.0 萬 | 0.01% | −4,338−24.0% | 減碼 |
| Vident Advisory, LLC | 14,559 | $66.8 萬 | 0.01% | +14,559 | 新進 |
| DekaBank Deutsche Girozentrale | 14,738 | $68.0 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 14,862 | $68.2 萬 | 0.00% | +2,028+15.8% | 加碼 |
| Atria Investments LLC | 14,932 | $68.5 萬 | 0.01% | −2,565−14.7% | 減碼 |
| Jones Financial Companies LLLP | 15,433 | $68.7 萬 | 0.00% | +10,952+244.4% | 加碼 |
| State of Alaska, Department of Revenue | 15,050 | $69.0 萬 | 0.01% | −315−2.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 15,092 | $69.3 萬 | 0.03% | −6,645−30.6% | 減碼 |
| M&T Bank Corp | 15,342 | $70.4 萬 | 0.00% | −1,343−8.0% | 減碼 |
| Unison Advisors LLC | 15,382 | $70.6 萬 | 0.05% | +140+0.9% | 加碼 |
| FMR LLC | 15,539 | $71.3 萬 | 0.00% | +3,996+34.6% | 加碼 |
| Naples Global Advisors, LLC | 15,764 | $72.3 萬 | 0.05% | +994+6.7% | 加碼 |
| Aviso Financial Inc. | 15,953 | $73.2 萬 | 0.03% | −1,589−9.1% | 減碼 |
| Marshall Wace, LLP | 16,336 | $75.0 萬 | 0.00% | −66,238−80.2% | 減碼 |
| Readystate Asset Management LP | 16,450 | $75.5 萬 | 0.04% | +16,450 | 新進 |
| Toroso Investments, LLC | 16,490 | $75.7 萬 | 0.00% | −464−2.7% | 減碼 |
| Level Four Advisory Services, LLC | 16,741 | $76.8 萬 | 0.03% | +358+2.2% | 加碼 |
| Peninsula Asset Management Inc | 16,897 | $77.5 萬 | 0.40% | +16,897 | 新進 |
| Two Sigma Securities, LLC | 17,208 | $79.0 萬 | 0.09% | +17,208 | 新進 |
| JustInvest LLC | 17,246 | $79.1 萬 | 0.01% | +2,503+17.0% | 加碼 |
| Pictet Asset Management Holding SA | 18,229 | $83.7 萬 | 0.00% | +1,063+6.2% | 加碼 |
| TD Waterhouse Canada Inc. | 18,523 | $85.3 萬 | 0.00% | +18,452+25,988.7% | 加碼 |
| BTC Capital Management, Inc. | 19,458 | $89.3 萬 | 0.06% | +826+4.4% | 加碼 |
| Evolve Private Wealth, LLC | 19,537 | $89.7 萬 | 0.05% | +723+3.8% | 加碼 |
| Burford Brothers, Inc. | 19,688 | $90.3 萬 | 0.37% | +3,804+23.9% | 加碼 |
| Militia Capital Management LLC | 20,000 | $91.8 萬 | 0.21% | +20,000 | 新進 |
| First Manhattan Co | 20,421 | $93.7 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 20,549 | $94.3 萬 | 0.00% | +47+0.2% | 加碼 |
| denkapparat Operations GmbH | 20,776 | $95.3 萬 | 0.39% | +5,606+37.0% | 加碼 |
| Mercer Global Advisors Inc | 20,824 | $95.6 萬 | 0.00% | +8,057+63.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 20,925 | $96.0 萬 | 0.00% | −2,039−8.9% | 減碼 |
| Prudential Financial Inc | 20,943 | $96.1 萬 | 0.00% | −23,790−53.2% | 減碼 |
| Truist Financial Corp | 21,095 | $96.8 萬 | 0.00% | +1,288+6.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 21,344 | $97.9 萬 | 0.01% | +200+0.9% | 加碼 |
| Harbor Advisors LLC | 21,455 | $98.5 萬 | 0.14% | 00.0% | 不變 |
| Simmons Bank | 21,574 | $99.0 萬 | 0.07% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 21,949 | $100.7 萬 | 0.04% | +2,387+12.2% | 加碼 |
| Ridgewood Investments LLC | 22,374 | $102.7 萬 | 0.42% | +22,374 | 新進 |
| New Mexico Educational Retirement Board | 22,500 | $103.3 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 22,922 | $105.2 萬 | 0.00% | −929−3.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 22,940 | $105.3 萬 | 0.01% | −519−2.2% | 減碼 |
| Capstone Investment Advisors, LLC | 23,195 | $106.4 萬 | 0.01% | +23,195 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 23,246 | $106.7 萬 | 0.02% | −444−1.9% | 減碼 |
| Stifel Financial Corp | 23,590 | $108.3 萬 | 0.00% | +1,003+4.4% | 加碼 |
| Wincap Financial LLC | 23,710 | $108.8 萬 | 0.72% | +2,044+9.4% | 加碼 |
| Verition Fund Management LLC | 24,376 | $111.9 萬 | 0.01% | −103,816−81.0% | 減碼 |
| Vanguard Investments Australia, Ltd. | 24,879 | $114.2 萬 | 0.00% | +24,879 | 新進 |
| State of Michigan Retirement System | 25,012 | $114.8 萬 | 0.01% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,511 | $117.1 萬 | 0.00% | −5,985−19.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,998 | $119.3 萬 | 0.01% | −498−1.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 26,551 | $121.8 萬 | 0.00% | +345+1.3% | 加碼 |
| Commerce Bank | 26,557 | $121.9 萬 | 0.01% | +994+3.9% | 加碼 |
| Aviance Capital Partners, LLC | 26,728 | $122.7 萬 | 0.14% | −6,754−20.2% | 減碼 |
| Winton Group Ltd | 26,740 | $122.7 萬 | 0.04% | +18,037+207.3% | 加碼 |
| Lazard Asset Management LLC | 26,914 | $123.5 萬 | 0.00% | +3,510+15.0% | 加碼 |
| CWM, LLC | 27,061 | $124.2 萬 | 0.00% | −3,973−12.8% | 減碼 |
| Pathstone Holdings, LLC | 27,093 | $124.3 萬 | 0.00% | +272+1.0% | 加碼 |