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Bank OZK (OZK) Institutional Ownership

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$39.45 +1.07 (+2.79%)
As of 02:16 PM Eastern

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

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$859.77M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$507.36M
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OZK Institutional Buying and Selling by Quarter

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Bank OZK Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC36,132$1.57M0.0%-2.4%0.032%
4/14/2025Bruce G. Allen Investments LLC1,035$45K0.0%+4,828.6%0.001%
4/14/2025Pallas Capital Advisors LLC16,942$736K0.0%+60.5%0.015%
4/14/2025Capital Investment Advisors LLC15,763$685K0.0%-1.7%0.014%
4/14/2025UMB Bank n.a.1,480$64K0.0%+2,014.3%0.001%
4/14/2025Wedmont Private Capital5,269$229K0.0%+8.5%0.005%
4/11/2025 Congress Asset Management Co.62,352$2.71M0.0%-0.5%0.055%
4/11/2025 Vest Financial LLC71,990$3.13M0.0%+29.6%0.063%
4/10/2025 Naples Global Advisors LLC14,933$649K0.1%-2.6%0.013%
4/10/2025 Hennion & Walsh Asset Management Inc.13,464$585K0.0%+21.8%0.012%
4/10/2025 Whipplewood Advisors LLC1,993$87K0.0%+1,052.0%0.002%
4/9/2025 Merit Financial Group LLC9,232$401K0.0%+33.7%0.008%
4/9/2025 Weybosset Research & Management LLC242,792$10.55M3.7%-0.9%0.214%
4/9/2025 QV Investors Inc.185,650$8.07M0.8%+13.5%0.164%
4/9/2025 American National Bank & Trust8,111$352K0.0%+830.2%0.007%
4/8/2025 Rhumbline Advisers307,910$13.38M0.0%-10.1%0.271%
4/8/2025 Dumont & Blake Investment Advisors LLC5,277$229K0.1%-6.9%0.005%
4/8/2025 BTC Capital Management Inc.16,527$718K0.1%+55.2%0.015%
4/7/2025 GAMMA Investing LLC243,668$10.59M0.0%+5,021.2%0.215%
4/3/2025 Versant Capital Management Inc2,242$97K0.0%+176.8%0.002%
4/2/2025 Kera Capital Partners Inc.5,805$252K0.1%N/A0.005%
3/18/2025California State Teachers Retirement System100,757$4.49M0.0%-0.9%0.089%
3/17/2025Wealth Enhancement Advisory Services LLC62,636$2.79M0.0%+12.0%0.055%
2/27/2025Jefferies Financial Group Inc.19,163$853K0.0%N/A0.017%
2/20/2025Mackenzie Financial Corp78,318$3.49M0.0%+143.9%0.069%
2/19/2025Public Employees Retirement System of Ohio40,733$1.81M0.0%-6.0%0.036%
2/18/2025Neo Ivy Capital Management17,946$799K0.2%-68.1%0.016%
2/18/2025GTS Securities LLC7,633$340K0.0%N/A0.007%
2/18/2025Focus Partners Advisor Solutions LLC38,327$1.71M0.0%+0.9%0.034%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC323,073$14.39M0.0%+8.3%0.285%
2/17/2025Voloridge Investment Management LLC961,967$42.84M0.2%-4.8%0.848%
2/17/2025Waverly Advisors LLC12,578$560K0.0%+3.5%0.011%
2/17/2025Twinbeech Capital LP8,846$394K0.0%N/A0.008%
2/17/2025Two Sigma Advisers LP309,000$13.76M0.0%-14.2%0.272%
2/17/2025Two Sigma Investments LP666,594$29.68M0.1%-30.8%0.588%
2/17/2025Tidal Investments LLC21,575$961K0.0%+1.0%0.019%
2/17/2025Teza Capital Management LLC33,498$1.49M0.2%-43.6%0.030%
2/17/2025State of Wyoming12,124$540K0.1%+66.2%0.011%
2/17/2025Sapience Investments LLC40,398$1.80M1.1%-14.1%0.036%
2/17/2025Rafferty Asset Management LLC242,543$10.80M0.0%-30.5%0.214%
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2/17/2025Point72 Asia Singapore Pte. Ltd.4,211$187K0.0%-9.0%0.004%
2/17/2025Point72 Asset Management L.P.45,363$2.02M0.0%+587.3%0.040%
2/17/2025ProShare Advisors LLC753,854$33.57M0.1%+6.9%0.664%
2/17/2025Quantinno Capital Management LP169,409$7.54M0.1%+24.3%0.149%
2/17/2025Man Group plc21,200$944K0.0%-68.3%0.019%
2/17/2025Nuveen Asset Management LLC503,367$22.42M0.0%+1.2%0.444%
2/17/2025Millennium Management LLC735,780$32.76M0.0%-26.8%0.649%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.40,973$1.83M0.0%+23.8%0.036%
2/17/2025Lazard Asset Management LLC45,576$2.03M0.0%-36.2%0.040%
2/17/2025Janus Henderson Group PLC48,087$2.14M0.0%+5.7%0.042%
2/17/2025JARISLOWSKY FRASER Ltd1,854,885$81.28M0.5%-6.9%1.635%
2/17/2025Jefferies Financial Group Inc.19,163$853K0.0%N/A0.017%
2/17/2025Gotham Asset Management LLC5,842$260K0.0%+8.1%0.005%
2/17/2025Focus Partners Wealth15,955$710K0.0%+17.3%0.014%
2/17/2025Ensign Peak Advisors Inc50,291$2.24M0.0%-19.5%0.044%
2/17/2025Fairholme Capital Management LLC643,402$28.65M2.4%-1.5%0.567%
2/17/2025First Manhattan CO. LLC.20,446$910K0.0%+16.8%0.018%
2/17/2025Deutsche Bank AG34,815$1.55M0.0%+1.3%0.031%
2/17/2025D. E. Shaw & Co. Inc.1,104,808$49.20M0.0%-7.3%0.974%
2/17/2025EP Wealth Advisors LLC9,168$408K0.0%N/A0.008%
2/17/2025Corton Capital Inc.7,062$314K0.2%+14.8%0.006%
2/17/2025Cubist Systematic Strategies LLC42,347$1.89M0.0%-90.0%0.037%
2/17/2025Cetera Investment Advisers38,712$1.72M0.0%+19.4%0.034%
2/17/2025Bridgefront Capital LLC7,956$354K0.1%N/A0.007%
2/17/2025Captrust Financial Advisors1,786,155$79.54M0.2%+5.1%1.574%
2/17/2025Baird Financial Group Inc.21,013$936K0.0%+22.9%0.019%
2/17/2025Balyasny Asset Management L.P.729,362$32.48M0.0%-27.6%0.643%
2/17/2025Bayesian Capital Management LP7,283$324K0.0%+28.8%0.006%
2/17/2025Black Maple Capital Management LP144,396$6.43M3.4%+315.5%0.127%
2/17/2025Bank of America Corp DE175,032$7.79M0.0%-67.4%0.154%
2/17/2025BNP Paribas Financial Markets321,758$14.33M0.0%+3.2%0.284%
2/17/2025Ameriprise Financial Inc.127,361$5.67M0.0%-2.4%0.112%
2/17/2025Algert Global LLC309,388$13.78M0.3%+8.7%0.273%
2/17/2025AXA S.A.20,264$902K0.0%-84.0%0.018%
2/14/2025Mercer Global Advisors Inc. ADV7,629$340K0.0%N/A0.007%
2/14/2025Freestone Grove Partners LP4,788$213K0.0%N/A0.004%
2/14/2025Comerica Bank37,806$1.68M0.0%-9.6%0.033%
2/14/2025Schonfeld Strategic Advisors LLC84,723$3.77M0.0%-15.9%0.075%
2/14/2025Berkley W R Corp500,800$22.30M0.9%-16.6%0.441%
2/14/2025AQR Capital Management LLC2,811,354$125.19M0.2%+12.6%2.478%
2/14/2025Northern Trust Corp1,015,853$45.24M0.0%+35.1%0.895%
2/14/2025The Manufacturers Life Insurance Company 87,278$3.89M0.0%-1.8%0.077%
2/14/2025Aquatic Capital Management LLC46,290$2.06M0.1%-42.5%0.041%
2/14/2025Voya Investment Management LLC12,908$575K0.0%-20.5%0.011%
2/14/2025Integrated Wealth Concepts LLC74,143$3.30M0.0%N/A0.065%
2/14/2025Fuller & Thaler Asset Management Inc.486,428$21.66M0.1%-0.1%0.429%
2/14/2025Price T Rowe Associates Inc. MD70,182$3.13M0.0%+8.0%0.062%
2/14/2025Pinebridge Investments L.P.36,744$1.64M0.0%-4.0%0.032%
2/14/2025Dark Forest Capital Management LP23,524$1.05M0.2%+139.3%0.021%
2/14/2025Twin Lions Management LLC258,612$11.52M11.2%N/A0.228%
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2/14/2025Hsbc Holdings PLC54,934$2.46M0.0%-28.1%0.048%
2/14/2025Stifel Financial Corp18,489$823K0.0%-28.3%0.016%
2/14/2025State of Tennessee Department of Treasury41,956$1.87M0.0%-2.7%0.037%
2/14/2025Tower Research Capital LLC TRC 13,203$588K0.0%+156.9%0.012%
2/14/2025Teachers Retirement System of The State of Kentucky35,008$1.56M0.0%-4.4%0.031%
2/14/2025MML Investors Services LLC25,449$1.13M0.0%+18.6%0.022%
2/14/2025MetLife Investment Management LLC59,488$2.65M0.0%+9.1%0.052%
2/14/2025Dimensional Fund Advisors LP6,611,620$294.42M0.1%-1.6%5.828%
2/14/2025First Trust Advisors LP2,945,480$131.16M0.1%+30.4%2.596%
2/14/2025Freedom Investment Management Inc.6,708$299K0.0%+12.7%0.006%
(Data available from 1/1/2016 forward)

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OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

During the previous two years, 465 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($512.18M), Wasatch Advisors LP ($316.28M), State Street Corp ($305.53M), Dimensional Fund Advisors LP ($294.42M), Charles Schwab Investment Management Inc. ($183.91M), Wellington Management Group LLP ($133.29M), and First Trust Advisors LP ($131.16M).Learn more on OZK's institutional investors.

What percentage of Bank OZK stock is owned by institutional investors?

86.18% of Bank OZK stock is owned by institutional investors. Learn more on OZK's institutional investor holdings.

Which institutional investors have been buying Bank OZK stock?

Of the 384 institutional investors that purchased Bank OZK stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.32M), AQR Capital Management LLC ($2.08M), Wellington Management Group LLP ($1.34M), Victory Capital Management Inc. ($1.30M), Wasatch Advisors LP ($1.15M), Jupiter Asset Management Ltd. ($1.09M), and Captrust Financial Advisors ($1.06M).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 30,854,240 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

Which Bank OZK major shareholders have been selling company stock?

Of the 253 institutional investors that sold Bank OZK stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($2.05M), Wasatch Advisors LP ($1.68M), Wellington Management Group LLP ($1.33M), Diamond Hill Capital Management Inc. ($1.31M), Arrowstreet Capital Limited Partnership ($604.58K), JARISLOWSKY FRASER Ltd ($498.21K), and Raymond James & Associates ($427.98K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 18,360,403 shares in the last 24 months. This volume of shares sold represents approximately $777.92M in transactions.



This page (NASDAQ:OZK) was last updated on 4/15/2025 by MarketBeat.com Staff
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