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Bank OZK (OZK) Institutional Ownership

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$48.83 -2.52 (-4.91%)
Closing price 10/10/2025
Extended Trading
$48.78 -0.05 (-0.09%)
As of 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Bank OZK (NASDAQ:OZK)

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
321
Total
Institutional Inflows
(last 12 months)
$966.03M
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$574.03M
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OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Congress Asset Management Co.87,174$4.44M0.0%+1.7%0.077%
10/9/2025AdvisorNet Financial Inc665$34K0.0%+82.2%0.001%
10/9/2025Voya Investment Management LLC10,767$549K0.0%-22.5%0.009%
10/7/2025 Oak Thistle LLC12,281$626K0.1%-9.5%0.011%
10/3/2025 Aaron Wealth Advisors LLC23,185$1.18M0.1%+353.8%0.020%
10/2/2025 GAMMA Investing LLC5,554$283K0.0%+7.7%0.005%
9/26/2025Corient Private Wealth LLC30,679$1.44M0.0%+4.8%0.027%
9/24/2025Texas Permanent School Fund Corp92,564$4.36M0.0%+3.6%0.081%
9/4/2025Osaic Holdings Inc.21,451$1.01M0.0%+3.7%0.019%
8/25/2025Neuberger Berman Group LLC18,670$879K0.0%+16.6%0.016%
8/19/2025Ranger Investment Management L.P.282,940$13.32M0.9%+8.0%0.249%
8/19/2025State of Wyoming11,022$519K0.1%-35.1%0.010%
8/18/2025Nomura Holdings Inc.107,000$5.04M0.0%+160.6%0.094%
8/18/2025Caxton Associates LLP45,876$2.16M0.1%+1.7%0.040%
8/16/2025Public Sector Pension Investment Board196,765$9.26M0.0%+0.6%0.173%
8/16/2025Evergreen Capital Management LLC6,142$289K0.0%+17.3%0.005%
8/15/2025CANADA LIFE ASSURANCE Co94,191$4.44M0.0%+2.5%0.083%
8/15/2025Tower Research Capital LLC TRC 5,460$257K0.0%-18.5%0.005%
8/15/2025Corient Private Wealth LLC30,822$1.45M0.0%+5.3%0.027%
8/15/2025Captrust Financial Advisors1,081,770$50.91M0.1%-40.2%0.951%
8/15/2025Vident Advisory LLC4,942$233K0.0%-37.7%0.004%
8/15/2025Wasatch Advisors LP5,513,259$259.45M1.4%-23.7%4.848%
8/15/2025Teza Capital Management LLC26,829$1.26M0.9%-13.0%0.024%
8/15/2025Tidal Investments LLC16,902$795K0.0%-46.5%0.015%
8/15/2025Rafferty Asset Management LLC177,480$8.35M0.0%-5.6%0.156%
8/15/2025Palisade Capital Management LP63,905$3.01M0.1%+6.2%0.056%
8/15/2025MML Investors Services LLC59,976$2.82M0.0%+62.5%0.053%
8/15/2025Man Group plc181,151$8.53M0.0%+21.8%0.159%
8/15/2025Lazard Asset Management LLC24,917$1.17M0.0%+6.7%0.022%
8/15/2025HRT Financial LP127,579$6.00M0.0%+24.1%0.112%
8/15/2025EP Wealth Advisors LLC8,530$401K0.0%-6.2%0.008%
8/15/2025Engineers Gate Manager LP21,946$1.03M0.0%-75.1%0.019%
8/15/2025Cubist Systematic Strategies LLC217,979$10.26M0.0%+4.1%0.192%
8/15/2025Benjamin Edwards Inc.9,103$428K0.0%+14.0%0.008%
8/15/2025Berkley W R Corp703,000$33.08M1.7%+40.4%0.618%
8/15/2025BNP Paribas Financial Markets178,484$8.40M0.0%-33.5%0.157%
8/15/2025Balyasny Asset Management L.P.793,797$37.36M0.1%+36.7%0.698%
8/15/2025Bank of America Corp DE555,695$26.15M0.0%+10.5%0.489%
8/15/2025Ameriprise Financial Inc.133,717$6.29M0.0%+1.8%0.118%
8/15/2025AQR Capital Management LLC2,404,931$113.18M0.1%-14.3%2.115%
8/15/2025AWH Capital L.P.88,600$4.17M4.9%+65.6%0.078%
8/14/2025Fairholme Capital Management LLC916,752$43.14M3.5%+45.1%0.806%
8/14/2025Raymond James Financial Inc.312,722$14.72M0.0%-8.8%0.275%
8/14/2025Worldquant Millennium Advisors LLC6,524$307K0.0%N/A0.006%
8/14/2025Quantinno Capital Management LP556,841$26.21M0.1%+60.5%0.490%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.63,734$3.00M0.0%+36.5%0.056%
8/14/2025Alliancebernstein L.P.274,217$12.91M0.0%+80.1%0.241%
8/14/2025Ieq Capital LLC60,665$2.86M0.0%-47.1%0.053%
8/14/2025Treasurer of the State of North Carolina140,842$6.63M0.0%+74.7%0.124%
8/14/2025The Manufacturers Life Insurance Company 81,943$3.86M0.0%-5.3%0.072%
8/14/2025Sei Investments Co.461,633$21.72M0.0%-15.3%0.406%
8/14/2025Sapience Investments LLC32,988$1.55M1.0%-3.5%0.029%
8/14/2025AXA S.A.14,077$662K0.0%N/A0.012%
8/14/2025State Street Corp6,478,004$304.86M0.0%-1.7%5.696%
8/14/2025Villanova Investment Management Co LLC91,731$4.32M4.5%+191.1%0.081%
8/14/2025Bank of Nova Scotia34,152$1.61M0.0%-18.6%0.030%
8/14/2025Baker Avenue Asset Management LP5,010$236K0.0%N/A0.004%
8/14/2025California Public Employees Retirement System200,367$9.43M0.0%-1.3%0.176%
8/14/2025Cerity Partners LLC69,301$3.26M0.0%-17.0%0.061%
8/13/2025Jump Financial LLC46,338$2.18M0.0%N/A0.041%
8/13/2025Cresset Asset Management LLC4,945$233K0.0%N/A0.004%
8/13/2025Amundi335,052$17.07M0.0%-9.1%0.295%
8/13/2025Marshall Wace LLP386,677$18.20M0.0%-4.4%0.340%
8/13/2025QSV Equity Investors LLC50,644$2.38M2.5%-1.3%0.045%
8/13/2025First Trust Advisors LP2,790,739$131.33M0.1%+0.3%2.454%
8/13/2025Kennedy Capital Management LLC761,697$35.85M0.9%-2.4%0.670%
8/13/2025EverSource Wealth Advisors LLC1,789$84K0.0%+107.3%0.002%
8/13/2025Invesco Ltd.566,570$26.66M0.0%+1.4%0.498%
8/13/20251832 Asset Management L.P.9,135$430K0.0%-30.7%0.008%
8/13/2025Arrowstreet Capital Limited Partnership694,956$32.71M0.0%+57.2%0.611%
8/13/2025Quantbot Technologies LP150,026$7.06M0.2%-27.1%0.132%
8/13/2025M&T Bank Corp11,607$547K0.0%-3.5%0.010%
8/13/2025Ballast Asset Management LP51,620$2.43M1.3%N/A0.045%
8/13/2025Edgestream Partners L.P.192,086$9.04M0.3%-1.7%0.169%
8/13/2025Giverny Capital Inc.1,258,996$59.25M2.0%+4.1%1.107%
8/13/2025Schroder Investment Management Group39,220$1.85M0.0%N/A0.034%
8/13/2025Mackenzie Financial Corp566,662$26.67M0.0%+767.1%0.498%
8/13/2025Neuberger Berman Group LLC18,670$879K0.0%+16.6%0.016%
8/13/2025Norges Bank1,465,373$68.96M0.0%N/A1.288%
8/13/2025Hsbc Holdings PLC124,527$5.89M0.0%+214.6%0.109%
8/13/2025Level Four Advisory Services LLC16,585$781K0.0%-1.3%0.015%
8/13/2025State Board of Administration of Florida Retirement System111,009$5.22M0.0%+0.6%0.098%
8/13/2025Quadrant Capital Group LLC5,312$250K0.0%-19.5%0.005%
8/13/2025Choreo LLC10,214$481K0.0%+106.6%0.009%
8/13/2025Twin Lions Management LLC340,330$16.02M10.4%+23.1%0.299%
8/13/2025Russell Investments Group Ltd.120,627$5.68M0.0%+6.7%0.106%
8/12/2025Inceptionr LLC6,082$286K0.1%-57.4%0.005%
8/12/2025Elo Mutual Pension Insurance Co13,513$636K0.0%N/A0.012%
8/12/2025XTX Topco Ltd6,701$315K0.0%-67.2%0.006%
8/12/2025Aviso Financial Inc.18,281$860K0.0%-1.2%0.016%
8/12/2025Ameritas Investment Partners Inc.81,037$3.81M0.1%+3.4%0.071%
8/12/2025Waterloo Capital L.P.4,374$206K0.0%-8.5%0.004%
8/12/2025Prudential Financial Inc.94,804$4.46M0.0%-20.0%0.083%
8/12/2025Coldstream Capital Management Inc.45,894$2.16M0.0%-0.7%0.040%
8/12/2025Charles Schwab Investment Management Inc.4,406,933$207.39M0.0%+1.3%3.875%
8/12/2025American Century Companies Inc.2,631,607$123.84M0.1%+9.4%2.314%
8/12/2025Stevens Capital Management LP6,621$312K0.1%-5.4%0.006%
8/12/2025Rhumbline Advisers312,188$14.69M0.0%+1.4%0.274%
8/12/2025AXQ Capital LP18,769$883K0.3%N/A0.017%
8/12/2025Franklin Resources Inc.142,290$6.70M0.0%+94.7%0.125%
(Data available from 1/1/2016 forward)

OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

During the previous two years, 487 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($492.47M), State Street Corp ($304.86M), Dimensional Fund Advisors LP ($282.62M), Wasatch Advisors LP ($259.45M), Charles Schwab Investment Management Inc. ($207.39M), First Trust Advisors LP ($131.33M), and American Century Companies Inc. ($123.84M).Learn more on Bank OZK's institutional investors.

What percentage of Bank OZK's stock is owned by institutional investors?

86.18% of Bank OZK's stock is owned by institutional investors. Learn more on OZK's institutional investor holdings.

Which institutional investors have been buying Bank OZK's stock?

Of the 422 institutional investors that purchased Bank OZK's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.79M), AQR Capital Management LLC ($2.08M), Wellington Management Group LLP ($1.34M), Victory Capital Management Inc. ($1.30M), American Century Companies Inc. ($1.17M), Wasatch Advisors LP ($1.15M), and Captrust Financial Advisors ($1.06M).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 21,621,938 shares in the last 24 months. This purchase volume represents approximately $966.03M in transactions.

Which of Bank OZK's major shareholders have been selling company stock?

Of the 215 institutional investors that sold Bank OZK's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($2.03M), Wellington Management Group LLP ($2.02M), Captrust Financial Advisors ($726.77K), Arrowstreet Capital Limited Partnership ($604.58K), Diamond Hill Capital Management Inc. ($451.47K), AQR Capital Management LLC ($406.42K), and Cubist Systematic Strategies LLC ($379.46K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 12,769,035 shares in the last 24 months. This volume of shares sold represents approximately $574.03M in transactions.



This page (NASDAQ:OZK) was last updated on 10/10/2025 by MarketBeat.com Staff
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