Bank OZK (OZK) Institutional Ownership

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$49.26 0.00 (0.00%)
Closing price 06/18/2026 04:00 PM Eastern
Extended Trading
$49.27 +0.01 (+0.03%)
As of 06/18/2026 07:18 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.

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

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
322
Total
Institutional Inflows
(last 12 months)
$849.62M
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$692.66M
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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
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 Company 74,451$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%
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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%
3/17/2026 Rockefeller Capital Management L.P.5,692$262K0.0%+133.4%0.005%
3/9/2026 Corient 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%
3/3/2026 Caitong 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%
2/24/2026 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%
2/23/2026 Virtu Financial LLC21,395$985K0.0%N/A0.019%
2/19/2026 TMB Capital Partners LLC32,901$1.51M0.5%N/A0.029%
2/19/2026 Invesco Ltd.651,085$29.96M0.0%+17.0%0.582%
2/19/2026 Corient Private Wealth LLC39,749$1.68M0.0%+26.8%0.036%
2/18/2026 Mercer Global Advisors Inc. ADV12,767$588K0.0%-23.8%0.011%
2/18/2026 State of Tennessee Department of Treasury40,233$1.91M0.0%-4.1%0.036%
2/18/2026 EP Wealth Advisors LLC9,871$454K0.0%N/A0.009%
2/18/2026 Mackenzie Financial Corp925,953$43.01M0.1%+17.4%0.828%
2/18/2026 Fuller & Thaler Asset Management Inc.483,778$22.26M0.1%-0.4%0.432%
2/18/2026 Empowered Funds LLC51,946$2.39M0.0%-45.1%0.046%
2/18/2026 XTX Topco Ltd81,654$3.76M0.1%+470.2%0.073%
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2/18/2026 nVerses Capital LLC5,234$241K0.5%N/A0.005%
2/18/2026 Voloridge Investment Management LLC651,691$29.99M0.1%+27.7%0.583%
2/18/2026 Wellington Management Group LLP1,248,030$57.43M0.0%-42.9%1.116%
2/18/2026 Susquehanna Fundamental Investments LLC21,737$1M0.0%-78.5%0.019%
2/18/2026 Numerai GP LLC165,334$7.61M0.9%+318.7%0.148%
2/18/2026 Occudo Quantitative Strategies LP21,791$1.00M0.1%+94.0%0.019%
2/18/2026 Oxford Asset Management LLP7,039$324K0.1%N/A0.006%
2/18/2026 Palisade Capital Management LP61,099$2.81M0.1%-8.0%0.055%
2/18/2026 Millennium Management LLC1,079,074$49.66M0.0%+20.1%0.964%
2/18/2026 Man Group plc276,233$12.71M0.0%+19.6%0.247%


OZK Institutional Ownership - Frequently Asked Questions

During the previous two years, 541 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 ($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 464 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 17,815,681 shares in the last 24 months. This purchase volume represents approximately $849.62M in transactions.

Of the 222 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 ($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 14,494,277 shares in the last 24 months. This volume of shares sold represents approximately $692.66M in transactions.



This page (NASDAQ:OZK) was last updated on 6/19/2026 by MarketBeat.com Staff.
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