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Bank OZK (OZK) Institutional Ownership

Bank OZK logo
$46.00 -0.20 (-0.43%)
As of 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bank OZK (NASDAQ:OZK)

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
289
Total
Institutional Inflows
(last 12 months)
$693.71M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$613.29M
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OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC4,233$220K0.0%N/A0.004%
9/9/2026Tidal Investments LLC17,315$902K0.0%+5.0%0.015%
9/9/2026WINTON GROUP Ltd18,679$973K0.0%-30.1%0.017%
9/9/2026Engineers Gate Manager LP17,540$914K0.0%-79.9%0.016%
9/9/2026Integrated Wealth Concepts LLC82,416$4.29M0.0%N/A0.074%
9/9/2026NewEdge Advisors LLC5,304$276K0.0%+724.9%0.005%
9/9/2026IFP Advisors Inc746$39K0.0%+1,307.5%0.001%
9/9/2026Squarepoint Ops LLC110,354$5.75M0.0%+18.4%0.099%
9/9/2026Baird Financial Group Inc.54,025$2.81M0.0%+16.1%0.048%
9/8/2026Allworth Financial LP3,494$182K0.0%+493.2%0.003%
9/8/2026Arizona State Retirement System28,937$1.51M0.0%-2.0%0.026%
9/8/2026West Family Investments Inc.9,176$478K0.1%N/A0.008%
9/8/2026Waverly Advisors LLC5,017$261K0.0%N/A0.004%
9/8/2026Bank OZK5,818$303K0.1%-7.2%0.005%
9/8/2026Nykredit A S1,854$97K0.0%N/A0.002%
9/1/2026Parrish Capital LLC23,916$1.25M1.0%-13.0%0.021%
8/27/2026Corient Private Wealth LP182,738$9.52M0.0%+12.0%0.163%
8/26/2026Giverny Capital Inc.1,198,116$62.41M2.1%-2.7%1.071%
8/26/2026Amundi18,905$985K0.0%-47.6%0.017%
8/26/2026HighTower Advisors LLC24,836$1.29M0.0%-21.4%0.022%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al190,934$9.95M0.1%N/A0.171%
8/23/2026Wedmont Private Capital4,997$253K0.0%+13.8%0.004%
8/23/2026HB Wealth Management LLC10,635$554K0.0%+98.8%0.010%
8/22/2026Syon Capital LLC11,416$595K0.0%+22.0%0.010%
8/22/2026Concurrent Investment Advisors LLC14,183$739K0.0%+3.3%0.013%
8/21/2026AXQ Capital LP18,539$966K0.1%-59.3%0.017%
8/21/2026Nykredit A S1,854$97K0.0%N/A0.002%
8/21/2026B. Metzler seel. Sohn & Co. AG79,862$4.16M0.0%-18.0%0.071%
8/20/2026QV Investors Inc.142,060$7.40M0.6%-2.3%0.127%
8/20/2026Sigma Planning Corp7,671$400K0.0%+6.6%0.007%
8/20/2026Two Sigma Securities LLC7,822$407K0.0%-54.5%0.007%
8/20/2026Cookson Peirce & Co. Inc.23,110$1.20M0.0%+5.3%0.021%
8/20/2026Northwestern Mutual Wealth Management Co.10,305$537K0.0%+2.1%0.009%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC297,669$15.51M0.0%-4.0%0.266%
8/19/2026Hsbc Holdings PLC44,702$2.33M0.0%+15.8%0.040%
8/19/2026Wellington Management Group LLP470,333$24.50M0.0%-34.8%0.420%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt63,200$3.29M0.1%N/A0.056%
8/18/2026Public Employees Retirement System of Ohio31,489$1.64M0.0%N/A0.028%
8/13/2026Ranger Investment Management L.P.254,180$13.24M0.8%N/A0.227%
8/10/2026Great Lakes Advisors LLC63,497$3.31M0.0%N/A0.057%
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8/8/2026Foster & Motley Inc.20,262$1.06M0.0%N/A0.018%
8/7/2026Citizens Financial Group Inc. RI4,401$229K0.0%N/A0.004%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor269,495$14.04M0.1%N/A0.241%
8/6/2026Bank of New York Mellon Corp1,217,324$63.41M0.0%N/A1.088%
7/10/2026Wasatch Advisors LP4,695,376$244.58M1.6%-23.4%4.197%
7/7/2026GAMMA Investing LLC6,150$320K0.0%+17.0%0.005%
6/18/2026Pacer Advisors Inc.12,189$559K0.0%-3.7%0.011%
5/26/2026Glenmede Trust Co. NA7,915$363K0.0%-2.8%0.007%
5/19/2026Bank of America Corp DE774,253$35.53M0.0%+33.0%0.692%
5/19/2026Edgestream Partners L.P.203,186$9.32M0.3%-23.9%0.182%
5/18/2026Amundi36,087$1.66M0.0%-88.9%0.032%
5/18/2026EverSource Wealth Advisors LLC2,300$106K0.0%+65.8%0.002%
5/18/2026California State Teachers Retirement System133,186$6.11M0.0%+31.4%0.119%
5/18/2026Readystate Asset Management LP16,450$755K0.0%N/A0.015%
5/18/2026Royal Bank of Canada43,748$2.01M0.0%+49.1%0.039%
5/18/2026Ranger Investment Management L.P.271,587$12.46M0.9%-0.8%0.243%
5/18/2026Empowered Funds LLC59,677$2.74M0.0%+14.9%0.053%
5/16/2026The Manufacturers Life Insurance Company74,451$3.42M0.0%-3.9%0.067%
5/16/2026Quantinno Capital Management LP929,888$42.67M0.1%+41.7%0.831%
5/16/2026SummitTX Capital L.P.60,870$2.79M0.1%N/A0.054%
5/16/2026Lazard Asset Management LLC26,914$1.24M0.0%+15.0%0.024%
5/15/2026Rice Hall James & Associates LLC259,593$11.91M0.7%+1.9%0.232%
5/14/2026Renaissance Technologies LLC918,897$42.17M0.1%+5.5%0.821%
5/14/2026Public Employees Retirement System of Ohio35,664$1.64M0.0%+4.9%0.032%
5/14/2026Arrowstreet Capital Limited Partnership588,185$26.99M0.0%-10.7%0.526%
5/14/2026Caxton Associates LLP33,816$1.55M0.0%+57.2%0.030%
5/14/2026Bank of Nova Scotia13,144$603K0.0%-50.0%0.012%
5/14/2026Sei Investments Co.609,694$27.98M0.0%+0.8%0.545%
5/13/2026Cetera Investment Advisers42,775$1.96M0.0%+3.2%0.038%
5/13/2026Militia Capital Management LLC20,000$918K0.2%N/A0.018%
5/13/2026CI Investments Inc.178,282$8.18M0.0%-6.6%0.159%
5/13/2026First Trust Advisors LP3,036,101$139.33M0.1%+4.6%2.714%
5/8/2026PNC Financial Services Group Inc.5,451$250K0.0%-16.2%0.005%
5/7/2026Van Berkom & Associates Inc.1,724,400$79.13M2.6%-7.8%1.541%
5/7/2026Dimensional Fund Advisors LP6,625,660$304.05M0.1%+0.6%5.922%
5/7/2026Swiss National Bank212,733$9.76M0.0%+0.4%0.190%
5/6/2026Aviance Capital Partners LLC26,728$1.23M0.1%-20.2%0.024%
5/6/2026California Public Employees Retirement System231,654$10.63M0.0%+11.8%0.207%
5/6/2026Kera Capital Partners Inc.13,424$616K0.1%+18.4%0.012%
5/6/2026Allspring Global Investments Holdings LLC385,709$17.81M0.0%+35.7%0.345%
5/5/2026Bank of New York Mellon Corp1,138,158$52.23M0.0%-3.0%1.017%
5/5/2026Illinois Municipal Retirement Fund33,829$1.55M0.0%-11.6%0.030%
5/5/2026Peninsula Asset Management Inc.16,897$775K0.4%N/A0.015%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt63,200$2.90M0.1%+9.9%0.056%
5/5/2026Sigma Planning Corp7,199$330K0.0%+14.4%0.006%
5/4/2026Calamos Wealth Management LLC5,361$246K0.0%N/A0.005%
5/4/2026Calamos Advisors LLC5,361$246K0.0%N/A0.005%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,745$401K0.0%N/A0.008%
5/4/2026Principal Financial Group Inc.232,331$10.66M0.0%+1.5%0.208%
5/4/2026Chicago Partners Investment Group LLC11,959$568K0.0%+80.4%0.011%
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5/2/2026International Assets Investment Management LLC9,875$456K0.0%N/A0.009%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS25,998$1.19M0.0%-1.9%0.023%
5/1/2026Fifth Third Bancorp33,627$1.54M0.0%+2,971.0%0.030%
4/30/2026Hsbc Holdings PLC38,614$1.77M0.0%-57.8%0.035%
4/30/2026Horrell Capital Management Inc.89,598$4.11M1.9%-8.2%0.080%
4/30/2026Money Concepts Capital Corp49,134$2.26M0.1%+1.7%0.044%
4/29/2026Burney Co.13,395$615K0.0%-34.8%0.012%
4/29/2026Integrated Advisors Network LLC8,290$380K0.0%+10.9%0.007%
4/28/2026Hodges Capital Management Inc.251,576$11.55M1.0%-25.1%0.225%
4/28/2026Abel Hall LLC6,038$277K0.1%N/A0.005%


OZK Institutional Ownership - Frequently Asked Questions

During the previous two years, 535 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 ($244.58M), 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 460 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), Bank of New York Mellon Corp ($1.36M), Wellington Management Group LLP ($1.04M), State Street Corp ($1.03M), Captrust Financial Advisors ($1.03M), and Senvest Management LLC ($960.77K).

Institutional investors have bought a total of 14,257,909 shares in the last 24 months. This purchase volume represents approximately $693.71M in transactions.

Of the 191 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 ($2.74M), Wellington Management Group LLP ($2.08M), AQR Capital Management LLC ($822.04K), Balyasny Asset Management L.P. ($775.89K), Twin Tree Management LP ($536.46K), Amundi ($460.89K), and Royal Bank of Canada ($364.99K).

Institutional investors have sold a total of 12,602,502 shares in the last 24 months. This volume of shares sold represents approximately $613.29M in transactions.


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Institutional ownership data for NASDAQ:OZK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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