BANK OZK OZK
$49.84
-5.7% 52w: $41.82 – $52.85
Latest 13F among current holders filed 2 days ago (Jul 2, 2026)
Price — last 12 months
research preview data41.8247.3352.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
501
-9 QoQ
13F value
$4.80B
-1.0% QoQ
Smart-money holders
18
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.6×
$15.3M calls / $27.5M puts
Institutional value by quarter
Number of holders
Who owns OZK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 10.9M | $501.9M | 0.0% | +8.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 6.6M | $304.0M | 0.1% | +0.6% |
| STATE STREET CORP | Index provider | 6.1M | $281.7M | 0.0% | -6.4% |
| WASATCH ADVISORS LP | Other | 6.1M | $281.1M | 1.9% | -11.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 5.4M | $245.7M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 4.7M | $215.0M | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.8M | $176.4M | 0.0% | -15.6% |
| Van Berkom & Associates Inc. | Other | 3.4M | $158.3M | 2.6% | +84.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 3.2M | $154.6M | 0.0% | +47.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 3.4M | $154.2M | 0.1% | +10.2% |
| FIRST TRUST ADVISORS LP | Index provider | 3.0M | $139.3M | 0.1% | +4.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.3M | $106.5M | 0.2% | +120.0% |
| 1832 Asset Management L.P. | Other | 1.6M | $75.4M | 0.1% | +0.8% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.6M | $73.3M | 0.0% | +1.7% |
| MORGAN STANLEY | Bank broker | 1.4M | $63.0M | 0.0% | -6.5% |
| Giverny Capital Inc. ★3 | Fundamental concentrated | 1.2M | $56.5M | 2.1% | -2.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.2M | $53.0M | 0.0% | -8.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.1M | $52.2M | 0.0% | -3.0% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.0M | $47.3M | 0.0% | -25.2% |
| Invesco Ltd. | Index provider | 983.1K | $45.1M | 0.0% | +51.0% |
| NORTHERN TRUST CORP | Index provider | 955.9K | $43.9M | 0.0% | +1.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 935.6K | $42.9M | 0.0% | +115.8% |
| Quantinno Capital Management LP | Diversified mechanical | 929.9K | $42.7M | 0.1% | +41.7% |
| FAIRHOLME CAPITAL MANAGEMENT LLC ★3 | Fundamental concentrated | 921.3K | $42.3M | 2.8% | +0.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 918.9K | $42.2M | 0.1% | +5.5% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 909.6K | $41.7M | 0.0% | -15.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 882.8K | $40.5M | 0.0% | +143.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 774.3K | $35.5M | 0.0% | +33.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 721.5K | $33.1M | 0.0% | -42.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 696.6K | $32.0M | 0.1% | +6.9% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 677.3K | $31.1M | 0.7% | -8.5% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 666.7K | $30.6M | 0.2% | +55.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 646.7K | $29.7M | 0.0% | — |
| Newport Trust Company, LLC ★2 | Fundamental diversified | 611.4K | $28.1M | 0.1% | -2.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 609.7K | $28.0M | 0.0% | +0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 588.2K | $27.0M | 0.0% | -10.7% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 568.8K | $26.1M | 0.0% | -38.6% |
| ProShare Advisors LLC | Index provider | 537.8K | $24.7M | 0.0% | -25.6% |
| LSV ASSET MANAGEMENT | Other | 503.8K | $23.1M | 0.0% | +7.4% |
| Twin Lions Management LLC ★3 | Fundamental concentrated | 485.2K | $22.3M | 13.5% | +21.7% |
| UBS Group AG | Bank broker | 456.1K | $20.9M | 0.0% | -14.2% |
| LPL Financial LLC | Bank broker | 447.3K | $20.5M | 0.0% | +8.9% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 397.1K | $18.2M | 0.0% | +7.9% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 385.7K | $17.8M | 0.0% | +35.7% |
| ALGERT GLOBAL LLC | Diversified mechanical | 359.9K | $16.5M | 0.2% | +31.3% |
| Treasurer of the State of North Carolina | Diversified mechanical | 335.4K | $15.4M | 0.0% | +9.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 332.3K | $15.2M | 0.0% | -5.8% |
| RHUMBLINE ADVISERS | Diversified mechanical | 325.5K | $14.9M | 0.0% | +0.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 309.9K | $14.2M | 0.0% | +3.6% |
| FRANKLIN RESOURCES INC | Long only active | 299.3K | $13.7M | 0.0% | +138.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.