Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
16,804
shares
|
$885,234
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
16,550
shares
|
$871,854
0.01% of portfolio
|
Q1 2025
Added 35.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,494
shares
|
$868,903
0.0% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
16,295
shares
|
$858,420
0.03% of portfolio
|
Q1 2025
Reduced 47.74%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
16,248
shares
|
$855,944
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
16,101
shares
|
$848,200
0.02% of portfolio
|
Q1 2025
Added 235.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
16,011
shares
|
$843,459
0.0% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
15,753
shares
|
$829,868
0.03% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,417
shares
|
$812,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
15,298
shares
|
$805,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
14,937
shares
|
$786,881
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
14,811
shares
|
$780,243
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
14,738
shares
|
$776,397
0.0% of portfolio
|
Q3 2024
Added 92.38%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
14,640
shares
|
$771,235
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
14,346
shares
|
$755,747
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
14,284
shares
|
$752,481
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
14,013
shares
|
$738,204
0.01% of portfolio
|
Q1 2025
Reduced 61.86%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
13,900
shares
|
$732,252
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
13,710
shares
|
$722,242
0.0% of portfolio
|
Q4 2022
Added 61.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
13,464
shares
|
$709,283
0.03% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
13,425
shares
|
$707,229
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
13,392
shares
|
$705,490
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
13,282
shares
|
$699,695
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,191
shares
|
$694,901
0.0% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
13,132
shares
|
$691,793
0.06% of portfolio
|
Q1 2025
Added 3.69%
|