Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 542 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
11,320,278
shares
|
$589 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,991,181
shares
|
$519 Million
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,478,004
shares
|
$337 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,448,161
shares
|
$335 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,513,259
shares
|
$287 Million
1.41% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,406,933
shares
|
$229 Million
0.04% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,078,648
shares
|
$160 Million
0.03% of portfolio
|
Q2 2025
Added 39.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,790,739
shares
|
$145 Million
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
2,631,607
shares
|
$137 Million
0.07% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,404,931
shares
|
$125 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,044,292
shares
|
$106 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Van Berkom & Associates Inc.
|
May 07, 2025 Q1 2025 |
1,828,701
shares
|
$95.1 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
1,802,199
shares
|
$93.7 Million
0.54% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,671,168
shares
|
$86.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Senvest Management, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,581,582
shares
|
$82.2 Million
2.61% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
1,465,373
shares
|
$76.2 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Aug 13, 2025 Q2 2025 |
1,258,996
shares
|
$65.5 Million
2.26% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,149,864
shares
|
$59.8 Million
0.03% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,098,376
shares
|
$57.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,081,770
shares
|
$56.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
988,557
shares
|
$51.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Aug 14, 2025 Q2 2025 |
916,752
shares
|
$47.7 Million
3.52% of portfolio
|
Q2 2025
Added 45.15%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
793,797
shares
|
$41.3 Million
0.06% of portfolio
|
Q2 2025
Added 36.7%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
784,392
shares
|
$40.8 Million
0.08% of portfolio
|
Q2 2025
Added 30.64%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
776,336
shares
|
$40.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.21%
|