Bank OZK (OZK) Institutional Ownership

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Current Institutional Ownership Percentage: 86.18%
Number of Institutional Buyers (last 12 months): 323
Total Institutional Inflows (last 12 months): $850.72M

Number of Institutional Sellers (last 12 months): 222
Total Institutional Outflows (last 12 months): $692.64M

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OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/26/2026	Glenmede Trust Co. NA	7,915	$363K	0.0%	-2.8%	0.007%
5/19/2026	Bank of America Corp DE	774,253	$35.53M	0.0%	+33.0%	0.692%
5/19/2026	Edgestream Partners L.P.	203,186	$9.32M	0.3%	-23.9%	0.182%
5/18/2026	Amundi	36,087	$1.66M	0.0%	-88.9%	0.032%
5/18/2026	EverSource Wealth Advisors LLC	2,300	$106K	0.0%	+65.8%	0.002%
5/18/2026	California State Teachers Retirement System	133,186	$6.11M	0.0%	+31.4%	0.119%
5/18/2026	Readystate Asset Management LP	16,450	$755K	0.0%	N/A	0.015%
5/18/2026	Royal Bank of Canada	43,748	$2.01M	0.0%	+49.1%	0.039%
5/18/2026	Ranger Investment Management L.P.	271,587	$12.46M	0.9%	-0.8%	0.243%
5/18/2026	Empowered Funds LLC	59,677	$2.74M	0.0%	+14.9%	0.053%
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5/16/2026	The Manufacturers Life Insurance Company	74,451	$3.42M	0.0%	-3.9%	0.067%
5/16/2026	Quantinno Capital Management LP	929,888	$42.67M	0.1%	+41.7%	0.831%
5/16/2026	SummitTX Capital L.P.	60,870	$2.79M	0.1%	N/A	0.054%
5/16/2026	Lazard Asset Management LLC	26,914	$1.24M	0.0%	+15.0%	0.024%
5/15/2026	Rice Hall James & Associates LLC	259,593	$11.91M	0.7%	+1.9%	0.232%
5/14/2026	Renaissance Technologies LLC	918,897	$42.17M	0.1%	+5.5%	0.821%
5/14/2026	Public Employees Retirement System of Ohio	35,664	$1.64M	0.0%	+4.9%	0.032%
5/14/2026	Arrowstreet Capital Limited Partnership	588,185	$26.99M	0.0%	-10.7%	0.526%
5/14/2026	Caxton Associates LLP	33,816	$1.55M	0.0%	+57.2%	0.030%
5/14/2026	Bank of Nova Scotia	13,144	$603K	0.0%	-50.0%	0.012%
5/14/2026	Sei Investments Co.	609,694	$27.98M	0.0%	+0.8%	0.545%
5/13/2026	Cetera Investment Advisers	42,775	$1.96M	0.0%	+3.2%	0.038%
5/13/2026	Militia Capital Management LLC	20,000	$918K	0.2%	N/A	0.018%
5/13/2026	CI Investments Inc.	178,282	$8.18M	0.0%	-6.6%	0.159%
5/13/2026	First Trust Advisors LP	3,036,101	$139.33M	0.1%	+4.6%	2.714%
5/8/2026	PNC Financial Services Group Inc.	5,451	$250K	0.0%	-16.2%	0.005%
5/7/2026	Van Berkom & Associates Inc.	1,724,400	$79.13M	2.6%	-7.8%	1.541%
5/7/2026	Dimensional Fund Advisors LP	6,625,660	$304.05M	0.1%	+0.6%	5.922%
5/7/2026	Swiss National Bank	212,733	$9.76M	0.0%	+0.4%	0.190%
5/6/2026	Aviance Capital Partners LLC	26,728	$1.23M	0.1%	-20.2%	0.024%
5/6/2026	California Public Employees Retirement System	231,654	$10.63M	0.0%	+11.8%	0.207%
5/6/2026	Kera Capital Partners Inc.	13,424	$616K	0.1%	+18.4%	0.012%
5/6/2026	Allspring Global Investments Holdings LLC	385,709	$17.81M	0.0%	+35.7%	0.345%
5/5/2026	Bank of New York Mellon Corp	1,138,158	$52.23M	0.0%	-3.0%	1.017%
5/5/2026	Illinois Municipal Retirement Fund	33,829	$1.55M	0.0%	-11.6%	0.030%
5/5/2026	Peninsula Asset Management Inc.	16,897	$775K	0.4%	N/A	0.015%
5/5/2026	Livforsakringsbolaget Skandia Omsesidigt	63,200	$2.90M	0.1%	+9.9%	0.056%
5/5/2026	Sigma Planning Corp	7,199	$330K	0.0%	+14.4%	0.006%
5/4/2026	Calamos Wealth Management LLC	5,361	$246K	0.0%	N/A	0.005%
5/4/2026	Calamos Advisors LLC	5,361	$246K	0.0%	N/A	0.005%
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5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	8,745	$401K	0.0%	N/A	0.008%
5/4/2026	Principal Financial Group Inc.	232,331	$10.66M	0.0%	+1.5%	0.208%
5/4/2026	Chicago Partners Investment Group LLC	11,959	$568K	0.0%	+80.4%	0.011%
5/2/2026	International Assets Investment Management LLC	9,875	$456K	0.0%	N/A	0.009%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	25,998	$1.19M	0.0%	-1.9%	0.023%
5/1/2026	Fifth Third Bancorp	33,627	$1.54M	0.0%	+2,971.0%	0.030%
4/30/2026	Hsbc Holdings PLC	38,614	$1.77M	0.0%	-57.8%	0.035%
4/30/2026	Horrell Capital Management Inc.	89,598	$4.11M	1.9%	-8.2%	0.080%
4/30/2026	Money Concepts Capital Corp	49,134	$2.26M	0.1%	+1.7%	0.044%
4/29/2026	Burney Co.	13,395	$615K	0.0%	-34.8%	0.012%
4/29/2026	Integrated Advisors Network LLC	8,290	$380K	0.0%	+10.9%	0.007%
4/28/2026	Hodges Capital Management Inc.	251,576	$11.55M	1.0%	-25.1%	0.225%
4/28/2026	Abel Hall LLC	6,038	$277K	0.1%	N/A	0.005%
4/28/2026	Stephens Inc. AR	37,256	$1.71M	0.0%	+3.0%	0.033%
4/28/2026	Parrish Capital LLC	27,496	$1.26M	1.1%	+3.8%	0.025%
4/27/2026	Burford Brothers Inc.	19,688	$903K	0.4%	+23.9%	0.018%
4/27/2026	HB Wealth Management LLC	5,350	$246K	0.0%	N/A	0.005%
4/27/2026	New York State Teachers Retirement System	119,423	$5.48M	0.0%	-5.6%	0.107%
4/27/2026	Y Intercept Hong Kong Ltd	69,561	$3.19M	0.1%	+61.3%	0.062%
4/27/2026	Fideuram Intesa Sanpaolo Private Banking S.P.A.	34,140	$1.57M	0.1%	N/A	0.031%
4/22/2026	Pictet Asset Management Holding SA	18,229	$837K	0.0%	+6.2%	0.016%
4/22/2026	Sterling Capital Management LLC	3,581	$164K	0.0%	-43.3%	0.003%
4/21/2026	Wasatch Advisors LP	6,126,398	$281.14M	1.9%	-11.8%	5.476%
4/21/2026	Aaron Wealth Advisors LLC	4,360	$200K	0.0%	-24.1%	0.004%
4/21/2026	Foster & Motley Inc.	12,648	$580K	0.0%	N/A	0.011%
4/21/2026	Louisiana State Employees Retirement System	30,100	$1.38M	0.0%	N/A	0.027%
4/20/2026	BTC Capital Management Inc.	19,458	$893K	0.1%	+4.4%	0.017%
4/17/2026	Weybosset Research & Management LLC	239,387	$10.99M	3.2%	+0.5%	0.214%
4/16/2026	Evolve Private Wealth LLC	19,537	$897K	0.0%	+3.8%	0.017%
3/20/2026	Hsbc Holdings PLC	91,598	$4.25M	0.0%	+234.3%	0.082%
3/17/2026	Rockefeller Capital Management L.P.	5,692	$262K	0.0%	+133.4%	0.005%
3/9/2026	Corient Private Wealth LLC	35,896	$1.65M	0.0%	+14.5%	0.032%
3/9/2026	EMC Capital Management	4,722	$217K	0.1%	-15.0%	0.004%
3/6/2026	Hsbc Holdings PLC	91,598	$4.25M	0.0%	+234.3%	0.082%
3/3/2026	Caitong International Asset Management Co. Ltd	1,365	$63K	0.0%	+218.9%	0.001%
2/24/2026	Villanova Investment Management Co LLC	126,297	$5.81M	4.1%	+0.4%	0.113%
2/24/2026	Pacer Advisors Inc.	12,661	$583K	0.0%	-37.8%	0.011%
2/23/2026	Kera Capital Partners Inc.	11,336	$539K	0.1%	+2.1%	0.010%
2/23/2026	Virtu Financial LLC	21,395	$985K	0.0%	N/A	0.019%
2/19/2026	TMB Capital Partners LLC	32,901	$1.51M	0.5%	N/A	0.029%
2/19/2026	Invesco Ltd.	651,085	$29.96M	0.0%	+17.0%	0.582%
2/19/2026	Corient Private Wealth LLC	39,749	$1.68M	0.0%	+26.8%	0.036%
2/18/2026	Mercer Global Advisors Inc. ADV	12,767	$588K	0.0%	-23.8%	0.011%
2/18/2026	State of Tennessee Department of Treasury	40,233	$1.91M	0.0%	-4.1%	0.036%
2/18/2026	EP Wealth Advisors LLC	9,871	$454K	0.0%	N/A	0.009%
2/18/2026	Mackenzie Financial Corp	925,953	$43.01M	0.1%	+17.4%	0.828%
2/18/2026	Fuller & Thaler Asset Management Inc.	483,778	$22.26M	0.1%	-0.4%	0.432%
2/18/2026	Empowered Funds LLC	51,946	$2.39M	0.0%	-45.1%	0.046%
2/18/2026	XTX Topco Ltd	81,654	$3.76M	0.1%	+470.2%	0.073%
2/18/2026	nVerses Capital LLC	5,234	$241K	0.5%	N/A	0.005%
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2/18/2026	Voloridge Investment Management LLC	651,691	$29.99M	0.1%	+27.7%	0.583%
2/18/2026	Wellington Management Group LLP	1,248,030	$57.43M	0.0%	-42.9%	1.116%
2/18/2026	Susquehanna Fundamental Investments LLC	21,737	$1M	0.0%	-78.5%	0.019%
2/18/2026	Numerai GP LLC	165,334	$7.61M	0.9%	+318.7%	0.148%
2/18/2026	Occudo Quantitative Strategies LP	21,791	$1.00M	0.1%	+94.0%	0.019%
2/18/2026	Oxford Asset Management LLP	7,039	$324K	0.1%	N/A	0.006%
2/18/2026	Palisade Capital Management LP	61,099	$2.81M	0.1%	-8.0%	0.055%
2/18/2026	Millennium Management LLC	1,079,074	$49.66M	0.0%	+20.1%	0.964%
2/18/2026	Man Group plc	276,233	$12.71M	0.0%	+19.6%	0.247%
2/18/2026	Inspire Investing LLC	3,207	$148K	0.0%	N/A	0.003%

OZK Institutional Ownership - Frequently Asked Questions

During the previous two years, 541 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($510.02M), Dimensional Fund Advisors LP ($304.05M), State Street Corp ($301.71M), Wasatch Advisors LP ($281.14M), Charles Schwab Investment Management Inc. ($209.58M), American Century Companies Inc. ($139.87M), and First Trust Advisors LP ($139.33M).Learn more on Bank OZK's institutional investors.

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

Of the 464 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 ($3.96M), Wasatch Advisors LP ($3.07M), AQR Capital Management LLC ($2.08M), Victory Capital Management Inc. ($1.32M), American Century Companies Inc. ($1.10M), Millennium Management LLC ($1.09M), and Wellington Management Group LLP ($1.04M).

Institutional investors have bought a total of 17,840,955 shares in the last 24 months. This purchase volume represents approximately $850.72M in transactions.

Of the 222 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 ($3.03M), Wellington Management Group LLP ($1.83M), AQR Capital Management LLC ($1.22M), Balyasny Asset Management L.P. ($775.89K), Captrust Financial Advisors ($753.73K), Twin Tree Management LP ($536.46K), and Amundi ($477.12K).

Institutional investors have sold a total of 14,493,805 shares in the last 24 months. This volume of shares sold represents approximately $692.64M in transactions.

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This page (NASDAQ:OZK) was last updated on 5/28/2026 by MarketBeat.com Staff.

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Bank OZK (OZK) Institutional Ownership

OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

OZK Institutional Ownership - Frequently Asked Questions

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Bank OZK (OZK) Institutional Ownership

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

OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

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

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

How much institutional buying is happening at Bank OZK?

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

How much institutional selling is happening at Bank OZK?

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