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Bank OZK (OZK) Institutional Ownership

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$48.33 -0.80 (-1.63%)
Closing price 05/7/2026 04:00 PM Eastern
Extended Trading
$48.60 +0.27 (+0.56%)
As of 06:32 AM 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.

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

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
343
Total
Institutional Inflows
(last 12 months)
$934.78M
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$741.37M
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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
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%
5/6/2026 Aviance Capital Partners LLC26,728$1.23M0.1%-20.2%0.024%
5/6/2026 California Public Employees Retirement System231,654$10.63M0.0%+11.8%0.207%
5/6/2026 Kera Capital Partners Inc.13,424$616K0.1%+18.4%0.012%
5/6/2026 Allspring Global Investments Holdings LLC385,709$17.81M0.0%+35.7%0.345%
5/5/2026 Bank of New York Mellon Corp1,138,158$52.23M0.0%-3.0%1.017%
5/5/2026 Illinois Municipal Retirement Fund33,829$1.55M0.0%-11.6%0.030%
5/5/2026 Peninsula Asset Management Inc.16,897$775K0.4%N/A0.015%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt63,200$2.90M0.1%+9.9%0.056%
5/5/2026 Sigma Planning Corp7,199$330K0.0%+14.4%0.006%
5/4/2026 Calamos Wealth Management LLC5,361$246K0.0%N/A0.005%
5/4/2026 Calamos 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%
5/4/2026 Principal 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%
5/1/2026 Fifth Third Bancorp33,627$1.54M0.0%+2,971.0%0.030%
4/30/2026 Hsbc 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%
4/30/2026 Money Concepts Capital Corp49,134$2.26M0.1%+1.7%0.044%
4/29/2026 Burney Co.13,395$615K0.0%-34.8%0.012%
4/29/2026 Integrated Advisors Network LLC8,290$380K0.0%+10.9%0.007%
4/28/2026 Hodges 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%
4/28/2026 Parrish 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%
4/21/2026 Foster & 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%
4/16/2026 Evolve Private Wealth LLC19,537$897K0.0%+3.8%0.017%
3/20/2026 Hsbc 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%
3/9/2026EMC Capital Management4,722$217K0.1%-15.0%0.004%
3/6/2026 Hsbc 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%
2/24/2026Villanova Investment Management Co LLC126,297$5.81M4.1%+0.4%0.113%
2/24/2026 Pacer Advisors Inc.12,661$583K0.0%-37.8%0.011%
2/23/2026 Kera Capital Partners Inc.11,336$539K0.1%+2.1%0.010%
2/23/2026Virtu Financial LLC21,395$985K0.0%N/A0.019%
2/19/2026TMB 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%
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%
2/18/2026Millennium Management LLC1,079,074$49.66M0.0%+20.1%0.964%
2/18/2026Man Group plc276,233$12.71M0.0%+19.6%0.247%
2/18/2026 Inspire Investing LLC3,207$148K0.0%N/A0.003%
2/18/2026 Evolve Private Wealth LLC18,814$866K0.1%N/A0.017%
2/18/2026Engineers Gate Manager LP47,437$2.18M0.0%+39.5%0.042%
2/18/2026Fairholme Capital Management LLC913,652$42.05M2.9%-0.2%0.817%
2/18/2026Balyasny Asset Management L.P.17,911$824K0.0%-97.0%0.016%
2/17/2026Freestone Grove Partners LP20,365$937K0.0%+351.9%0.018%
2/17/2026Guggenheim Capital LLC7,700$354K0.0%-2.9%0.007%
2/17/2026Schonfeld Strategic Advisors LLC164,608$7.58M0.0%-12.0%0.147%
2/17/2026 Integrated Advisors Network LLC7,474$344K0.0%-84.6%0.007%
2/17/2026AQR Capital Management LLC1,582,895$72.85M0.0%-20.0%1.415%
2/17/2026Cetera Investment Advisers41,430$1.91M0.0%-2.4%0.037%
2/17/2026Lazard Asset Management LLC23,404$1.08M0.0%+5.7%0.021%
2/17/2026Nitor Capital Management LLC42,125$1.94M1.7%N/A0.038%
2/17/2026Trexquant Investment LP103,164$4.75M0.0%-37.1%0.092%
2/17/2026Amundi325,014$14.96M0.0%+80.3%0.291%
2/17/2026Jump Financial LLC104,013$4.79M0.1%N/A0.093%
2/17/2026Price T Rowe Associates Inc. MD89,064$4.10M0.0%+4.8%0.080%
2/17/2026Weiss Asset Management LP31,824$1.47M0.0%N/A0.028%
2/17/2026Osaic Holdings Inc.23,851$1.10M0.0%-19.0%0.021%
2/17/2026Public Employees Retirement System of Ohio33,994$1.56M0.0%-9.8%0.030%
2/17/2026Twin Lions Management LLC398,660$18.35M12.4%+34.7%0.356%
2/17/2026California State Teachers Retirement System101,355$4.66M0.0%+1.7%0.091%
2/17/2026Russell Investments Group Ltd.124,077$5.71M0.0%-11.6%0.111%
2/17/2026State of Wisconsin Investment Board27,266$1.26M0.0%-5.5%0.024%
2/17/2026Captrust Financial Advisors1,054,944$48.55M0.1%-2.5%0.943%
2/17/2026&PARTNERS6,787$312K0.0%+8.1%0.006%
2/17/2026Royal Bank of Canada29,344$1.35M0.0%-92.6%0.026%


OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

During the previous two years, 544 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 ($133.53M).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 468 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 Captrust Financial Advisors ($1.06M).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 19,822,280 shares in the last 24 months. This purchase volume represents approximately $934.78M in transactions.

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

Of the 233 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 ($2.62M), AQR Capital Management LLC ($1.23M), Balyasny Asset Management L.P. ($775.89K), Captrust Financial Advisors ($753.73K), Twin Tree Management LP ($536.46K), and Vanguard Group Inc. ($405.49K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 15,640,879 shares in the last 24 months. This volume of shares sold represents approximately $741.37M in transactions.



This page (NASDAQ:OZK) was last updated on 5/8/2026 by MarketBeat.com Staff.
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