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Bank OZK (OZK) Institutional Ownership

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$48.69 +0.72 (+1.50%)
Closing price 08/5/2025 04:00 PM Eastern
Extended Trading
$52.37 +3.68 (+7.56%)
As of 04:05 AM 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 Polygon.io. 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)
301
Total
Institutional Inflows
(last 12 months)
$930.10M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$443.62M
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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
8/5/2025Bank of New York Mellon Corp1,076,778$50.67M0.0%-4.5%0.947%
8/5/2025Corton Capital Inc.4,826$227K0.3%N/A0.004%
8/5/2025Bank of Montreal Can44,921$2.11M0.0%-2.5%0.039%
8/5/2025South Dakota Investment Council51,914$2.44M0.0%+1,666.4%0.046%
8/5/2025Aviance Capital Partners LLC35,638$1.68M0.2%+6.2%0.031%
8/4/2025 Simon Quick Advisors LLC10,603$499K0.0%N/A0.009%
8/4/2025 Strs Ohio41,063$1.93M0.0%+25.4%0.036%
8/4/2025 Amalgamated Bank48,299$2.27M0.0%-1.3%0.042%
8/4/2025 Atria Investments Inc11,752$553K0.0%+48.6%0.010%
8/4/2025 Retirement Systems of Alabama129,131$6.08M0.0%+0.6%0.114%
8/4/2025 Assetmark Inc.1,507$71K0.0%+20.8%0.001%
8/4/2025 Hantz Financial Services Inc.590$28K0.0%+58.2%0.001%
8/1/2025 Wincap Financial LLC20,156$949K0.8%+17.9%0.018%
8/1/2025 SYM FINANCIAL Corp4,567$215K0.0%N/A0.004%
8/1/2025 Teacher Retirement System of Texas28,777$1.35M0.0%-5.5%0.025%
8/1/2025 Y Intercept Hong Kong Ltd12,074$568K0.0%-53.0%0.011%
8/1/2025 Envestnet Asset Management Inc.217,524$10.24M0.0%+51.7%0.191%
7/31/2025 Nisa Investment Advisors LLC52,788$2.48M0.0%+10.3%0.046%
7/31/2025 Oppenheimer Asset Management Inc.60,288$2.84M0.0%-26.9%0.053%
7/31/2025 QV Investors Inc.219,080$10.31M1.0%+18.0%0.193%
7/31/2025 Cabot Wealth Management Inc.295,653$13.91M1.7%+0.4%0.260%
7/31/2025 Focus Partners Advisor Solutions LLC42,157$1.98M0.0%+5.1%0.037%
7/31/2025 State of New Jersey Common Pension Fund D42,107$1.98M0.0%+2.7%0.037%
7/31/2025 AlphaQuest LLC47,843$2.25M0.2%+112.7%0.042%
7/31/2025 R Squared Ltd7,696$362K0.2%+56.7%0.007%
7/30/2025 Freedom Investment Management Inc.5,986$282K0.0%N/A0.005%
7/30/2025 Cookson Peirce & Co. Inc.14,685$691K0.0%+28.8%0.013%
7/30/2025 D.A. Davidson & CO.5,062$238K0.0%-5.0%0.004%
7/29/2025 Stephens Inc. AR39,567$1.86M0.0%-42.4%0.035%
7/29/2025 Chicago Partners Investment Group LLC7,602$358K0.0%+53.3%0.007%
7/29/2025 Burford Brothers Inc.12,761$601K0.3%N/A0.011%
7/29/2025 Mutual of America Capital Management LLC52,541$2.47M0.0%-3.2%0.046%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al179,334$8.44M0.1%N/A0.158%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV35,330$1.66M0.3%+2.9%0.031%
7/28/2025 Sagespring Wealth Partners LLC5,526$260K0.0%+17.9%0.005%
7/25/2025 Vest Financial LLC92,080$4.33M0.1%+27.9%0.081%
7/25/2025 Yousif Capital Management LLC35,384$1.67M0.0%-2.1%0.031%
7/25/2025 Allspring Global Investments Holdings LLC185,720$9.09M0.0%+42.9%0.163%
7/25/2025 CWM LLC35,746$1.68M0.0%-21.2%0.031%
7/25/2025 Vanguard Personalized Indexing Management LLC14,765$695K0.0%-9.1%0.013%
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7/25/2025 Concurrent Investment Advisors LLC7,422$349K0.0%+5.2%0.007%
7/24/2025 Greenwood Gearhart Inc.30,472$1.43M0.1%+5.8%0.027%
7/24/2025 Blue Trust Inc.1,276$60K0.0%-40.5%0.001%
7/23/2025 Venturi Wealth Management LLC5,009$236K0.0%-9.1%0.004%
7/23/2025 KLP Kapitalforvaltning AS29,600$1.39M0.0%+4.2%0.026%
7/21/2025 Copeland Capital Management LLC1,413$67K0.0%-55.0%0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.96,138$4.52M0.0%+11.8%0.085%
7/18/2025 Truist Financial Corp16,494$776K0.0%+7.1%0.015%
7/17/2025 Capital Investment Advisors LLC15,417$726K0.0%-2.2%0.014%
7/17/2025 Janney Montgomery Scott LLC19,896$936K0.0%N/A0.017%
7/17/2025 KG&L Capital Management LLC26,013$1.22M0.4%-1.8%0.023%
7/16/2025 Signaturefd LLC1,943$91K0.0%-9.2%0.002%
7/16/2025 State of Alaska Department of Revenue11,874$558K0.0%-3.9%0.010%
7/16/2025 Congress Asset Management Co.85,702$4.03M0.0%+37.4%0.075%
7/15/2025 Public Employees Retirement System of Ohio37,483$1.76M0.0%+1.1%0.033%
7/15/2025 Cardinal Capital Management48,169$2.27M0.3%-0.9%0.042%
7/14/2025 GAMMA Investing LLC5,158$243K0.0%-8.0%0.005%
7/14/2025 Ridgewood Investments LLC12,106$570K0.2%+258.7%0.011%
7/14/2025 Park Avenue Securities LLC8,959$422K0.0%N/A0.008%
7/14/2025 Sowell Financial Services LLC40,682$1.92M0.1%+395.7%0.036%
7/11/2025 BTC Capital Management Inc.16,838$791K0.1%+1.9%0.015%
7/11/2025 Farther Finance Advisors LLC1,535$72K0.0%+1,137.9%0.001%
7/11/2025 UMB Bank n.a.1,286$61K0.0%-13.1%0.001%
7/11/2025 Weybosset Research & Management LLC241,467$11.36M3.9%-0.5%0.212%
7/10/2025 Worth Asset Management LLC11,539$543K0.3%N/A0.010%
7/10/2025 Wealth Enhancement Advisory Services LLC65,293$3.33M0.0%-10.4%0.057%
7/10/2025 Wedmont Private Capital4,146$214K0.0%-21.3%0.004%
7/9/2025 Sivia Capital Partners LLC5,205$245K0.1%N/A0.005%
7/9/2025 Pallas Capital Advisors LLC12,253$577K0.0%-27.7%0.011%
7/9/2025 Aaron Wealth Advisors LLC5,109$240K0.0%N/A0.004%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.6,780$319K0.0%N/A0.006%
7/9/2025 Reyes Financial Architecture Inc.1,042$49K0.0%-55.0%0.001%
7/8/2025 Parallel Advisors LLC1,124$53K0.0%+70.8%0.001%
7/1/2025 Kera Capital Partners Inc.7,029$331K0.1%+21.1%0.006%
6/27/2025Goldman Sachs Group Inc.133,722$5.81M0.0%-22.4%0.118%
6/18/2025Voya Investment Management LLC13,282$577K0.0%+2.9%0.012%
6/6/2025Militia Capital Partners LP24,900$1.08M0.9%N/A0.022%
5/28/2025 Strs Ohio32,734$1.42M0.0%N/A0.029%
5/27/2025Villanova Investment Management Co LLC31,508$1.37M3.8%-65.4%0.028%
5/27/2025Advisors Capital Management LLC7,340$319K0.0%N/A0.006%
5/20/2025Intech Investment Management LLC30,436$1.32M0.0%+29.8%0.027%
5/20/2025Focus Partners Wealth17,711$770K0.0%+11.0%0.016%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC349,749$15.20M0.0%+8.3%0.308%
5/16/2025Empowered Funds LLC60,037$2.61M0.0%+1.8%0.053%
5/16/2025United Services Automobile Association6,780$296K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC134,044$5.82M0.1%-8.6%0.118%
5/16/2025Caxton Associates LLP45,096$1.96M0.1%N/A0.040%
5/16/2025Sciencast Management LP5,700$248K0.1%N/A0.005%
5/16/2025Goldman Sachs Group Inc.133,722$5.81M0.0%-22.4%0.118%
5/16/2025Dynamic Technology Lab Private Ltd13,425$583K0.1%N/A0.012%
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5/16/2025Teza Capital Management LLC30,824$1.34M0.6%-8.0%0.027%
5/16/2025Scientech Research LLC23,521$1.02M0.3%+263.9%0.021%
5/16/2025Mountain Lake Investment Management LLC35,430$1.54M1.4%N/A0.031%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.46,690$2.03M0.0%+14.0%0.041%
5/16/2025Integrated Wealth Concepts LLC73,161$3.18M0.0%-1.3%0.064%
5/16/2025AQR Capital Management LLC2,805,163$120.90M0.1%-0.2%2.473%
5/16/2025Amundi368,459$16.01M0.0%+134.9%0.325%
5/15/2025Federation des caisses Desjardins du Quebec35,481$1.54M0.0%-2.8%0.031%
5/15/2025AWH Capital L.P.53,500$2.33M3.4%N/A0.047%
5/15/2025 Focus Partners Advisor Solutions LLC40,110$1.74M0.0%+4.7%0.035%
(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, 482 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($492.47M), Wasatch Advisors LP ($316.28M), State Street Corp ($305.53M), Dimensional Fund Advisors LP ($282.62M), Charles Schwab Investment Management Inc. ($189.02M), First Trust Advisors LP ($131.16M), and AQR Capital Management LLC ($120.90M).Learn more on Bank OZK's institutional investors.

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

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

Which institutional investors have been buying Bank OZK's stock?

Of the 407 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 ($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), Captrust Financial Advisors ($1.06M), and Jupiter Asset Management Ltd. ($1.02M).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 21,516,706 shares in the last 24 months. This purchase volume represents approximately $930.10M in transactions.

Which of Bank OZK's major shareholders have been selling company stock?

Of the 201 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: Wellington Management Group LLP ($2.02M), Arrowstreet Capital Limited Partnership ($604.58K), Diamond Hill Capital Management Inc. ($462.67K), Cubist Systematic Strategies LLC ($379.46K), Bank of America Corp DE ($361.86K), Dimensional Fund Advisors LP ($318.47K), and Wasatch Advisors LP ($318.21K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 10,118,836 shares in the last 24 months. This volume of shares sold represents approximately $443.62M in transactions.



This page (NASDAQ:OZK) was last updated on 8/6/2025 by MarketBeat.com Staff
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