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Bank OZK (OZK) Institutional Ownership

Bank OZK logo
$48.46 -0.23 (-0.48%)
As of 03:04 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)
290
Total
Institutional Inflows
(last 12 months)
$1.02B
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
9/9/2026 Sequoia Financial Advisors LLC4,233$220K0.0%N/A0.004%
9/9/2026 Tidal Investments LLC17,315$902K0.0%+5.0%0.015%
9/9/2026 WINTON GROUP Ltd18,679$973K0.0%-30.1%0.017%
9/9/2026 Engineers Gate Manager LP17,540$914K0.0%-79.9%0.016%
9/9/2026 Integrated Wealth Concepts LLC82,416$4.29M0.0%N/A0.074%
9/9/2026 NewEdge 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%
9/9/2026 Baird 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%
9/8/2026 West Family Investments Inc.9,176$478K0.1%N/A0.008%
9/8/2026 Waverly Advisors LLC5,017$261K0.0%N/A0.004%
9/8/2026 Bank 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%
8/27/2026 Corient 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%
8/24/2026 California State Teachers Retirement System6,348,885$330.71M0.0%+4,666.9%5.675%
8/23/2026 Wedmont Private Capital4,997$253K0.0%+13.8%0.004%
8/23/2026 HB Wealth Management LLC10,635$554K0.0%+98.8%0.010%
8/22/2026 Syon Capital LLC11,416$595K0.0%+22.0%0.010%
8/22/2026 Concurrent Investment Advisors LLC14,183$739K0.0%+3.3%0.013%
8/21/2026 AXQ Capital LP18,539$966K0.1%-59.3%0.017%
8/21/2026 Nykredit A S1,854$97K0.0%N/A0.002%
8/21/2026 B. Metzler seel. Sohn & Co. AG79,862$4.16M0.0%-18.0%0.071%
8/20/2026 QV Investors Inc.142,060$7.40M0.6%-2.3%0.127%
8/20/2026 Sigma Planning Corp7,671$400K0.0%+6.6%0.007%
8/20/2026 Two Sigma Securities LLC7,822$407K0.0%-54.5%0.007%
8/20/2026 Cookson Peirce & Co. Inc.23,110$1.20M0.0%+5.3%0.021%
8/20/2026 Northwestern Mutual Wealth Management Co.10,305$537K0.0%+2.1%0.009%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC297,669$15.51M0.0%-4.0%0.266%
8/19/2026 Hsbc Holdings PLC44,702$2.33M0.0%+15.8%0.040%
8/19/2026 Wellington Management Group LLP470,333$24.50M0.0%-34.8%0.420%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt63,200$3.29M0.1%N/A0.056%
8/18/2026 Public Employees Retirement System of Ohio31,489$1.64M0.0%N/A0.028%
8/13/2026 Ranger Investment Management L.P.254,180$13.24M0.8%N/A0.227%
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8/10/2026 Great Lakes Advisors LLC63,497$3.31M0.0%N/A0.057%
8/8/2026 Foster & Motley Inc.20,262$1.06M0.0%N/A0.018%
8/7/2026 Citizens Financial Group Inc. RI4,401$229K0.0%N/A0.004%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor269,495$14.04M0.1%N/A0.241%
8/6/2026 Bank of New York Mellon Corp1,217,324$63.41M0.0%N/A1.088%
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%
6/18/2026 Pacer Advisors Inc.12,189$559K0.0%-3.7%0.011%
5/26/2026 Glenmede Trust Co. NA7,915$363K0.0%-2.8%0.007%
5/19/2026 Bank of America Corp DE774,253$35.53M0.0%+33.0%0.692%
5/19/2026 Edgestream Partners L.P.203,186$9.32M0.3%-23.9%0.182%
5/18/2026 Amundi36,087$1.66M0.0%-88.9%0.032%
5/18/2026 EverSource Wealth Advisors LLC2,300$106K0.0%+65.8%0.002%
5/18/2026 California State Teachers Retirement System133,186$6.11M0.0%+31.4%0.119%
5/18/2026 Readystate Asset Management LP16,450$755K0.0%N/A0.015%
5/18/2026 Royal Bank of Canada43,748$2.01M0.0%+49.1%0.039%
5/18/2026 Ranger Investment Management L.P.271,587$12.46M0.9%-0.8%0.243%
5/18/2026 Empowered Funds LLC59,677$2.74M0.0%+14.9%0.053%
5/16/2026 The Manufacturers Life Insurance Company74,451$3.42M0.0%-3.9%0.067%
5/16/2026 Quantinno Capital Management LP929,888$42.67M0.1%+41.7%0.831%
5/16/2026 SummitTX Capital L.P.60,870$2.79M0.1%N/A0.054%
5/16/2026 Lazard Asset Management LLC26,914$1.24M0.0%+15.0%0.024%
5/15/2026 Rice Hall James & Associates LLC259,593$11.91M0.7%+1.9%0.232%
5/14/2026 Renaissance Technologies LLC918,897$42.17M0.1%+5.5%0.821%
5/14/2026 Public Employees Retirement System of Ohio35,664$1.64M0.0%+4.9%0.032%
5/14/2026 Arrowstreet Capital Limited Partnership588,185$26.99M0.0%-10.7%0.526%
5/14/2026 Caxton Associates LLP33,816$1.55M0.0%+57.2%0.030%
5/14/2026 Bank of Nova Scotia13,144$603K0.0%-50.0%0.012%
5/14/2026 Sei Investments Co.609,694$27.98M0.0%+0.8%0.545%
5/13/2026 Cetera Investment Advisers42,775$1.96M0.0%+3.2%0.038%
5/13/2026 Militia Capital Management LLC20,000$918K0.2%N/A0.018%
5/13/2026 CI Investments Inc.178,282$8.18M0.0%-6.6%0.159%
5/13/2026 First Trust Advisors LP3,036,101$139.33M0.1%+4.6%2.714%
5/8/2026 PNC Financial Services Group Inc.5,451$250K0.0%-16.2%0.005%
5/7/2026 Van Berkom & Associates Inc.1,724,400$79.13M2.6%-7.8%1.541%
5/7/2026 Dimensional Fund Advisors LP6,625,660$304.05M0.1%+0.6%5.922%
5/7/2026 Swiss 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%
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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%


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), California State Teachers Retirement System ($330.71M), Dimensional Fund Advisors LP ($304.05M), State Street Corp ($301.71M), Wasatch Advisors LP ($244.58M), Charles Schwab Investment Management Inc. ($209.58M), and American Century Companies Inc. ($139.87M).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: California State Teachers Retirement System ($6.25M), 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), and Captrust Financial Advisors ($1.03M).

Institutional investors have bought a total of 20,478,215 shares in the last 24 months. This purchase volume represents approximately $1.02B 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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