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Bank OZK (OZK) Institutional Ownership

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$49.74 +4.40 (+9.70%)
As of 01/17/2025 04:00 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)
201
Total
Institutional Inflows
(last 12 months)
$702.04M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$307.58M
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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
1/17/2025 Arkansas Financial Group Inc.11,404$508K0.1%-14.3%0.010%
1/17/2025 Mustard Seed Financial LLC10,461$466K0.4%-15.8%0.009%
1/16/2025 Crossmark Global Holdings Inc.6,209$276K0.0%-3.9%0.005%
1/16/2025 Artemis Investment Management LLP84,173$3.75M0.1%-2.5%0.074%
1/15/2025 Merit Financial Group LLC6,903$307K0.0%N/A0.006%
1/15/2025 Hennion & Walsh Asset Management Inc.11,054$492K0.0%-17.1%0.010%
1/14/2025 Burney Co.15,753$701K0.0%-21.2%0.014%
1/14/2025 Park Avenue Securities LLC5,096$227K0.0%N/A0.004%
1/13/2025 Pallas Capital Advisors LLC10,555$470K0.0%+3.7%0.009%
1/13/2025 Wedmont Private Capital4,855$203K0.0%N/A0.004%
1/13/2025 QV Investors Inc.163,590$7.29M0.8%-4.4%0.144%
1/13/2025 Capital Investment Advisors LLC16,035$714K0.0%+49.4%0.014%
1/13/2025 City Center Advisors LLC6,055$270K0.3%-9.2%0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC56,592$2.43M0.0%+1.2%0.050%
1/10/2025 Weybosset Research & Management LLC245,069$10.91M3.7%-0.8%0.216%
1/6/2025 CWA Asset Management Group LLC20,709$922K0.0%+23.8%0.018%
1/3/2025 GAMMA Investing LLC4,758$212K0.0%+14.6%0.004%
1/3/2025 Versant Capital Management Inc810$36K0.0%-26.9%0.001%
12/26/2024JPMorgan Chase & Co.245,471$10.55M0.0%-5.9%0.216%
12/19/2024Principal Financial Group Inc.248,390$10.68M0.0%-30.3%0.219%
12/6/2024Retirement Systems of Alabama128,184$5.51M0.0%-1.6%0.113%
11/27/2024Franklin Resources Inc.65,697$2.89M0.0%-20.0%0.058%
11/25/2024Sanctuary Advisors LLC23,558$1.01M0.0%-25.2%0.021%
11/22/2024Rule One Partners LLC40,001$1.72M0.7%N/A0.035%
11/18/2024TD Private Client Wealth LLC723$31K0.0%-52.4%0.001%
11/18/2024Neo Ivy Capital Management56,234$2.42M0.8%-37.7%0.050%
11/18/2024Coldstream Capital Management Inc.5,177$223K0.0%-7.3%0.005%
11/16/2024Geode Capital Management LLC2,022,979$86.99M0.0%+6.7%1.783%
11/15/2024Greenwood Gearhart Inc.30,036$1.29M0.1%+4.7%0.026%
11/15/2024M&T Bank Corp13,432$578K0.0%+1.9%0.012%
11/15/2024Barclays PLC254,874$10.96M0.0%+30.7%0.225%
11/15/2024Public Employees Retirement System of Ohio43,318$1.86M0.0%-8.2%0.038%
11/15/2024Y Intercept Hong Kong Ltd10,648$458K0.0%+83.2%0.009%
11/15/2024MML Investors Services LLC21,452$922K0.0%+5.4%0.019%
11/15/2024XTX Topco Ltd9,399$404K0.0%-28.8%0.008%
11/15/2024Kovitz Investment Group Partners LLC104,104$4.44M0.0%-1.8%0.092%
11/15/2024Villanova Investment Management Co LLC75,684$3.25M3.5%+3.1%0.067%
11/15/2024Wellington Management Group LLP4,223,452$181.57M0.0%+32.7%3.723%
11/15/2024Two Sigma Advisers LP360,200$15.49M0.0%+66.8%0.317%
11/15/2024State Street Corp7,106,907$305.53M0.0%+7.3%6.264%
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11/15/2024Stevens Capital Management LP10,862$467K0.1%-37.9%0.010%
11/15/2024Stifel Financial Corp25,801$1.11M0.0%+13.3%0.023%
11/15/2024QSV Equity Investors LLC51,419$2.21M2.1%+11.3%0.045%
11/15/2024Quadrature Capital Ltd12,557$540K0.0%-22.3%0.011%
11/15/2024Quantinno Capital Management LP136,247$5.86M0.1%+23.2%0.120%
11/15/2024Point72 DIFC Ltd25,236$1.09M0.0%N/A0.022%
11/15/2024Point72 Asset Management L.P.6,600$284K0.0%-97.3%0.006%
11/15/2024Janus Henderson Group PLC45,487$1.96M0.0%-14.8%0.040%
11/15/2024HighTower Advisors LLC9,129$392K0.0%N/A0.008%
11/15/2024Benjamin Edwards Inc.7,372$317K0.0%+50.5%0.006%
11/15/2024Point72 Asia Singapore Pte. Ltd.4,627$199K0.0%N/A0.004%
11/15/2024Berkley W R Corp600,800$25.83M1.5%+0.1%0.530%
11/15/2024Point72 Hong Kong Ltd41,204$1.77M0.1%N/A0.036%
11/14/2024Wasatch Advisors LP5,952,777$255.91M1.3%-5.1%5.247%
11/14/2024Edgestream Partners L.P.161,291$6.93M0.3%+129.4%0.142%
11/14/2024Verition Fund Management LLC34,869$1.50M0.0%+68.6%0.031%
11/14/2024Captrust Financial Advisors1,698,856$73.03M0.2%+124.6%1.497%
11/14/2024Capstone Investment Advisors LLC4,685$201K0.0%-56.5%0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC298,222$12.82M0.0%+2.0%0.263%
11/14/2024De Lisle Partners LLP44,000$1.89M0.3%+37.5%0.039%
11/14/2024MetLife Investment Management LLC54,551$2.35M0.0%-1.8%0.048%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund43,800$1.88M0.0%N/A0.039%
11/13/2024Freedom Investment Management Inc.5,952$256K0.0%-17.2%0.005%
11/13/2024BNP Paribas Financial Markets311,866$13.41M0.0%+395.2%0.275%
11/13/2024FMR LLC9,216$396K0.0%-2.7%0.008%
11/13/2024Quantbot Technologies LP270,132$11.61M0.5%+43.0%0.238%
11/13/2024The Manufacturers Life Insurance Company88,859$3.82M0.0%-3.6%0.078%
11/13/2024Bank of Montreal Can46,591$1.96M0.0%-23.8%0.041%
11/12/2024Senvest Management LLC518,859$22.31M0.8%N/A0.457%
11/12/2024Alpha DNA Investment Management LLC12,314$529K0.2%N/A0.011%
11/12/2024Algert Global LLC284,551$12.23M0.3%+43.3%0.251%
11/12/2024Cerity Partners LLC51,717$2.22M0.0%+112.8%0.046%
11/12/2024Citigroup Inc.290,787$12.50M0.0%+5.5%0.256%
11/12/2024Raymond James Trust N.A.7,184$309K0.0%+6.0%0.006%
11/12/2024Charles Schwab Investment Management Inc.3,941,431$169.44M0.0%+2.9%3.474%
11/12/2024Massachusetts Financial Services Co. MA49,932$2.15M0.0%-2.4%0.044%
11/9/2024Intech Investment Management LLC8,386$361K0.0%-64.3%0.007%
11/8/2024Ontario Teachers Pension Plan Board13,108$564K0.0%-17.6%0.012%
11/8/2024Connor Clark & Lunn Investment Management Ltd.7,598$327K0.0%-36.9%0.007%
11/8/2024Commerce Bank23,124$994K0.0%-1.8%0.020%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG85,865$3.69M0.0%N/A0.076%
11/7/2024Caprock Group LLC6,805$293K0.0%+10.5%0.006%
11/7/2024Mendel Capital Management LLC5,194$223K0.1%-8.9%0.005%
11/7/2024Quest Partners LLC58,815$2.53M0.2%+4,174.3%0.052%
11/7/2024MAI Capital Management82,823$3.56M0.0%-4.8%0.073%
11/7/2024Swiss National Bank209,933$9.03M0.0%-0.7%0.185%
11/7/2024Thrivent Financial for Lutherans187,020$8.04M0.0%-5.1%0.165%
11/6/2024Mutual of America Capital Management LLC57,031$2.45M0.0%-5.6%0.050%
11/6/2024Natixis Advisors LLC19,228$827K0.0%+20.7%0.017%
11/6/2024Cornercap Investment Counsel Inc.12,324$530K0.2%-54.7%0.011%
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11/6/2024Oppenheimer & Co. Inc.6,968$300K0.0%-23.8%0.006%
11/6/2024Oppenheimer Asset Management Inc.44,066$1.89M0.0%-10.3%0.039%
11/5/2024Simmons Bank21,574$927K0.1%-39.7%0.019%
11/5/2024Victory Capital Management Inc.1,321,436$56.81M0.1%+34.8%1.165%
11/5/2024GSA Capital Partners LLP44,312$1.91M0.1%+44.1%0.039%
11/5/2024Entropy Technologies LP14,245$612K0.1%-16.4%0.013%
11/4/2024Versor Investments LP20,184$868K0.1%-3.9%0.018%
11/4/2024Venturi Wealth Management LLC1,590$68K0.0%+424.8%0.001%
11/4/2024Wolverine Asset Management LLC22,987$988K0.0%N/A0.020%
11/4/2024Diamond Hill Capital Management Inc.1,015,079$43.64M0.2%-3.5%0.895%
(Data available from 1/1/2016 forward)

OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

During the previous two years, 402 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($541.58M), State Street Corp ($305.53M), Dimensional Fund Advisors LP ($273.47M), Wasatch Advisors LP ($255.91M), Fuller & Thaler Asset Management Inc. ($211.61M), Wellington Management Group LLP ($181.57M), and Charles Schwab Investment Management Inc. ($169.44M).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 335 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: AQR Capital Management LLC ($1.77M), Wellington Management Group LLP ($1.34M), Victory Capital Management Inc. ($1.16M), Norges Bank ($1.13M), Jupiter Asset Management Ltd. ($1.09M), Captrust Financial Advisors ($975.12K), and Millennium Management LLC ($904.78K).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 25,560,220 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

Which Bank OZK major shareholders have been selling company stock?

Of the 226 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. ($2.11M), Wasatch Advisors LP ($1.68M), Diamond Hill Capital Management Inc. ($1.50M), Epoch Investment Partners Inc. ($500.02K), JARISLOWSKY FRASER Ltd ($468.98K), Raymond James & Associates ($428.88K), and Vanguard Group Inc. ($419.99K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 14,180,165 shares in the last 24 months. This volume of shares sold represents approximately $584.16M in transactions.



This page (NASDAQ:OZK) was last updated on 1/20/2025 by MarketBeat.com Staff
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