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Bank OZK (OZK) Institutional Ownership

Bank OZK logo
$51.30 +0.31 (+0.61%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$51.26 -0.04 (-0.08%)
As of 07/31/2026 07:34 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)
311
Total
Institutional Inflows
(last 12 months)
$822.63M
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$760.72M
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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
7/10/2026 Wasatch Advisors LP4,695,376$244.58M1.6%-23.4%4.197%
7/7/2026 GAMMA 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%
5/18/2026 EverSource 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 Company 74,451$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%
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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%
5/4/2026 Empirical 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%
5/4/2026 Chicago Partners Investment Group LLC11,959$568K0.0%+80.4%0.011%
5/2/2026 International Assets Investment Management LLC9,875$456K0.0%N/A0.009%
5/1/2026 Commonwealth 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%
4/30/2026 Horrell 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%
4/29/2026 Burney 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%
4/28/2026 Abel Hall LLC6,038$277K0.1%N/A0.005%
4/28/2026 Stephens Inc. AR37,256$1.71M0.0%+3.0%0.033%
4/28/2026Parrish Capital LLC27,496$1.26M1.1%+3.8%0.025%
4/27/2026 Burford Brothers Inc.19,688$903K0.4%+23.9%0.018%
4/27/2026 HB Wealth Management LLC5,350$246K0.0%N/A0.005%
4/27/2026 New York State Teachers Retirement System119,423$5.48M0.0%-5.6%0.107%
4/27/2026 Y Intercept Hong Kong Ltd69,561$3.19M0.1%+61.3%0.062%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.34,140$1.57M0.1%N/A0.031%
4/22/2026 Pictet Asset Management Holding SA18,229$837K0.0%+6.2%0.016%
4/22/2026 Sterling Capital Management LLC3,581$164K0.0%-43.3%0.003%
4/21/2026 Wasatch Advisors LP6,126,398$281.14M1.9%-11.8%5.476%
4/21/2026 Aaron Wealth Advisors LLC4,360$200K0.0%-24.1%0.004%
4/21/2026Foster & Motley Inc.12,648$580K0.0%N/A0.011%
4/21/2026 Louisiana State Employees Retirement System30,100$1.38M0.0%N/A0.027%
4/20/2026 BTC Capital Management Inc.19,458$893K0.1%+4.4%0.017%
4/17/2026 Weybosset Research & Management LLC239,387$10.99M3.2%+0.5%0.214%
4/16/2026Evolve Private Wealth LLC19,537$897K0.0%+3.8%0.017%
3/20/2026Hsbc Holdings PLC91,598$4.25M0.0%+234.3%0.082%
3/17/2026Rockefeller Capital Management L.P.5,692$262K0.0%+133.4%0.005%
3/9/2026Corient Private Wealth LLC35,896$1.65M0.0%+14.5%0.032%
3/9/2026 EMC Capital Management4,722$217K0.1%-15.0%0.004%
3/6/2026Hsbc Holdings PLC91,598$4.25M0.0%+234.3%0.082%
3/3/2026Caitong International Asset Management Co. Ltd1,365$63K0.0%+218.9%0.001%
2/24/2026 Villanova Investment Management Co LLC126,297$5.81M4.1%+0.4%0.113%
2/24/2026Pacer Advisors Inc.12,661$583K0.0%-37.8%0.011%
2/23/2026Kera Capital Partners Inc.11,336$539K0.1%+2.1%0.010%
2/23/2026Virtu Financial LLC21,395$985K0.0%N/A0.019%
2/19/2026 TMB Capital Partners LLC32,901$1.51M0.5%N/A0.029%
2/19/2026Invesco Ltd.651,085$29.96M0.0%+17.0%0.582%
2/19/2026Corient Private Wealth LLC39,749$1.68M0.0%+26.8%0.036%
2/18/2026Mercer Global Advisors Inc. ADV12,767$588K0.0%-23.8%0.011%
2/18/2026State of Tennessee Department of Treasury40,233$1.91M0.0%-4.1%0.036%
2/18/2026EP Wealth Advisors LLC9,871$454K0.0%N/A0.009%
2/18/2026Mackenzie Financial Corp925,953$43.01M0.1%+17.4%0.828%
2/18/2026Fuller & Thaler Asset Management Inc.483,778$22.26M0.1%-0.4%0.432%
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2/18/2026Empowered Funds LLC51,946$2.39M0.0%-45.1%0.046%
2/18/2026XTX Topco Ltd81,654$3.76M0.1%+470.2%0.073%
2/18/2026nVerses Capital LLC5,234$241K0.5%N/A0.005%
2/18/2026Voloridge Investment Management LLC651,691$29.99M0.1%+27.7%0.583%
2/18/2026Wellington Management Group LLP1,248,030$57.43M0.0%-42.9%1.116%
2/18/2026Susquehanna Fundamental Investments LLC21,737$1M0.0%-78.5%0.019%
2/18/2026Numerai GP LLC165,334$7.61M0.9%+318.7%0.148%
2/18/2026Occudo Quantitative Strategies LP21,791$1.00M0.1%+94.0%0.019%
2/18/2026Oxford Asset Management LLP7,039$324K0.1%N/A0.006%
2/18/2026Palisade Capital Management LP61,099$2.81M0.1%-8.0%0.055%


OZK Institutional Ownership - Frequently Asked Questions

During the previous two years, 536 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 458 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 17,242,010 shares in the last 24 months. This purchase volume represents approximately $822.63M in transactions.

Of the 212 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 ($4.46M), 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 15,784,545 shares in the last 24 months. This volume of shares sold represents approximately $760.72M in transactions.


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This page (NASDAQ:OZK) was last updated on 8/1/2026 by MarketBeat.com Staff.
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