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Bank OZK (OZK) Institutional Ownership

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$50.76 +0.31 (+0.61%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$50.75 -0.01 (-0.02%)
As of 11/13/2026 07:30 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 Massive. Learn more.
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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)
239
Total
Institutional Inflows
(last 12 months)
$617.06M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$732.22M
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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
11/13/2026Empowered Funds LLC11,882$546K0.0%-81.1%0.011%
11/13/2026State Board of Administration of Florida Retirement System107,117$4.92M0.0%+0.4%0.096%
11/13/2026Bleakley Financial Group LLC16,192$744K0.0%-5.4%0.014%
11/12/2026 First Trust Advisors LP3,020,513$138.82M0.1%-0.5%2.700%
11/12/2026 State Street Corp5,745,822$264.08M0.0%-52.7%5.136%
11/11/2026 Focus Advisor Solutions LLC42,634$1.96M0.0%+2.9%0.038%
11/11/2026 Independent Advisor Alliance8,966$452K0.0%N/A0.008%
11/10/2026 Voya Investment Management LLC10,611$488K0.0%+4.7%0.009%
11/10/2026 Public Sector Pension Investment Board251,814$11.35M0.0%-6.1%0.225%
11/10/2026 Rothschild Investment LLC8,735$401K0.0%-33.5%0.008%
11/10/2026 Edgestream Partners L.P.252,720$11.62M0.3%N/A0.226%
11/10/2026 HighTower Advisors LLC24,249$1.11M0.0%-2.4%0.022%
11/9/2026 West Family Investments Inc.5,673$261K0.1%-38.2%0.005%
11/9/2026 Hantz Financial Services Inc.3,049$140K0.0%-33.8%0.003%
11/9/2026 Optas LLC5,848$269K0.0%+35.1%0.005%
11/6/2026 Money Concepts Capital Corp52,240$2.40M0.1%+2.7%0.047%
11/6/2026 Russell Investments Group Ltd.142,492$6.55M0.0%+3.4%0.127%
11/6/2026 Fifth Third Bancorp29,368$1.35M0.0%-4.3%0.026%
11/5/2026 Maryland State Retirement & Pension System7,302$336K0.0%+47.0%0.007%
11/5/2026 Cabot Wealth Management Inc.274,835$12.63M1.2%-5.0%0.246%
11/5/2026 Machina Capital S.A.S.6,866$316K0.0%+15.1%0.006%
11/5/2026 Illinois Municipal Retirement Fund21,517$989K0.0%-34.6%0.019%
11/5/2026 Lido Advisors LLC6,472$297K0.0%-5.1%0.006%
11/5/2026 Keybank National Association OH5,888$271K0.0%+15.5%0.005%
11/4/2026 Van Berkom & Associates Inc.1,420,315$65.28M2.3%-11.5%1.269%
11/4/2026 AlphaCore Capital LLC5,737$264K0.0%+12.9%0.005%
11/4/2026 Retirement Systems of Alabama104,594$4.81M0.0%-1.5%0.093%
11/4/2026 Fulcrum Asset Management LLP18,403$850K0.0%+305.8%0.016%
11/4/2026 Allspring Global Investments Holdings LLC684,555$31.72M0.0%+31.2%0.612%
11/4/2026 Brighton Jones LLC5,000$230K0.0%-29.8%0.004%
11/3/2026 Pictet Asset Management Holding SA15,524$713K0.0%-14.8%0.014%
11/2/2026 Kestra Advisory Services LLC8,955$412K0.0%N/A0.008%
11/2/2026 Inscription Capital LLC5,534$254K0.0%-4.0%0.005%
11/2/2026 Commonwealth Equity Services LLC7,401$340K0.0%-14.2%0.007%
10/31/2026 Pathway Financial Advisers LLC1,439$66K0.0%N/A0.001%
10/31/2026 Chicago Partners Investment Group LLC20,512$1.04M0.0%-3.6%0.018%
10/31/2026 Covestor Ltd3,785$175K0.1%+21.7%0.003%
10/30/2026 Oregon Public Employees Retirement Fund21,044$967K0.0%-0.9%0.019%
10/30/2026 Greenfield Seitz Capital Management LLC28,756$1.32M0.4%-3.6%0.026%
10/29/2026 Mirae Asset Global Investments Co. Ltd.96,641$4.44M0.0%N/A0.086%
The warning signs most investors see too late (Ad)

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10/29/2026 Aviance Capital Partners LLC26,697$1.23M0.1%+3.2%0.024%
10/29/2026 ProShare Advisors LLC534,796$24.58M0.0%-1.9%0.478%
10/29/2026 MGO One Seven LLC5,993$275K0.0%+11.3%0.005%
10/29/2026 State of Wyoming1,334$61K0.0%-54.3%0.001%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al176,534$8.11M0.0%-7.5%0.158%
10/28/2026 Choreo LLC10,438$480K0.0%+12.5%0.009%
10/28/2026 D.A. Davidson & CO.6,989$321K0.0%+12.7%0.000%
10/26/2026 Park Avenue Securities LLC12,181$560K0.0%+3.0%0.011%
10/26/2026 Groesbeck Investment Management Corp NJ10,607$487K0.8%+4.1%0.009%
10/24/2026 Total Wealth Planning & Management Inc.12,794$588K0.4%-6.4%0.011%
10/23/2026 Sowell Financial Services LLC43,554$2.00M0.1%+4.3%0.039%
10/23/2026 Evergreen Capital Management LLC7,919$364K0.0%+4.2%0.007%
10/23/2026 Tectonic Advisors LLC39,438$1.81M0.1%+5.5%0.035%
10/23/2026 Capital Investment Advisors LLC12,349$568K0.0%-3.3%0.011%
10/22/2026 Yousif Capital Management LLC26,213$1.21M0.0%-7.4%0.023%
10/22/2026 Root Financial Partners LLC1,276$59K0.0%N/A0.001%
10/22/2026 Cardinal Capital Management53,890$2.48M0.3%+5.0%0.048%
10/22/2026 Vest Financial LLC162,100$7.45M0.1%+7.3%0.145%
10/21/2026 Crossmark Global Holdings Inc.5,934$273K0.0%-4.0%0.005%
10/21/2026 Sowell Financial Services LLC43,554$2.00M0.1%+4.3%0.039%
10/21/2026 Nisa Investment Advisors LLC48,590$2.23M0.0%-9.7%0.043%
10/20/2026 QV Investors Inc.140,010$6.44M0.5%-1.4%0.125%
10/19/2026 Weybosset Research & Management LLC240,034$11.03M3.2%-0.9%0.215%
10/16/2026 TD Waterhouse Canada Inc.1,818$84K0.0%+2,064.3%0.002%
10/15/2026 State of Alaska Department of Revenue9,606$441K0.0%-35.2%0.009%
10/14/2026 Krilogy Financial LLC5,661$257K0.0%-15.3%0.005%
10/13/2026 NorthCrest Asset Manangement LLC10,253$460K0.0%+16.6%0.009%
10/9/2026 Wedmont Private Capital9,681$434K0.0%+93.7%0.009%
10/9/2026 GAMMA Investing LLC6,837$314K0.0%+11.2%0.006%
10/9/2026 Allen Mooney & Barnes Investment Advisors LLC9,045$416K0.1%-17.2%0.008%
10/8/2026 Horrell Capital Management Inc.77,402$3.56M1.9%-4.3%0.069%
10/8/2026 Farther Finance Advisors LLC8,244$379K0.0%+18.1%0.007%
10/7/2026 Elevation Wealth Partners LLC660$30K0.0%+68.8%0.001%
10/7/2026 American National Bank & Trust2,434$112K0.0%-16.7%0.002%
10/6/2026 Congress Asset Management Co.212,023$9.75M0.1%+21.4%0.190%
10/5/2026 Ridgewood Investments LLC21,374$982K0.3%-4.5%0.019%
10/2/2026 Miller Global Investments LLC1,446$66K0.0%N/A0.001%
10/2/2026 Versant Capital Management Inc8,065$371K0.0%+10.8%0.007%
10/1/2026 Parrish Capital LLC24,730$1.14M0.9%+3.4%0.022%
9/9/2026Sequoia Financial Advisors LLC4,233$220K0.0%N/A0.004%
9/9/2026Tidal Investments LLC17,315$902K0.0%+5.0%0.015%
9/9/2026 WINTON 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%
9/9/2026 IFP Advisors Inc746$39K0.0%+1,307.5%0.001%
9/9/2026 Squarepoint 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%
9/8/2026 Allworth Financial LP3,494$182K0.0%+493.2%0.003%
9/8/2026 Arizona State Retirement System28,937$1.51M0.0%-2.0%0.026%
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9/8/2026 West 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%
9/8/2026 Nykredit A S1,854$97K0.0%N/A0.002%
9/1/2026 Parrish Capital LLC23,916$1.25M1.0%-13.0%0.021%
8/27/2026Corient Private Wealth LP182,738$9.52M0.0%+12.0%0.163%
8/26/2026 Giverny Capital Inc.1,198,116$62.41M2.1%-2.7%1.071%
8/26/2026 Amundi18,905$985K0.0%-47.6%0.017%
8/26/2026 HighTower Advisors LLC24,836$1.29M0.0%-21.4%0.022%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al190,934$9.95M0.1%N/A0.171%


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 ($264.08M), Wasatch Advisors LP ($244.58M), Charles Schwab Investment Management Inc. ($209.58M), American Century Companies Inc. ($139.87M), and First Trust Advisors LP ($138.82M).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 459 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 First Trust Advisors LP ($941.68K).

Institutional investors have bought a total of 12,816,949 shares in the last 24 months. This purchase volume represents approximately $617.06M in transactions.

Of the 166 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: State Street Corp ($6.41M), Wasatch Advisors LP ($2.74M), Wellington Management Group LLP ($1.19M), Balyasny Asset Management L.P. ($571.24K), AQR Capital Management LLC ($395.07K), Royal Bank of Canada ($364.99K), and Van Berkom & Associates Inc. ($329.28K).

Institutional investors have sold a total of 15,602,654 shares in the last 24 months. This volume of shares sold represents approximately $732.22M in transactions.


Related Companies

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 11/13/2026. New 13F filings are added each quarter as they're published.
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