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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
13,000
shares
|
$684,840
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,512
shares
|
$659,132
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
12,510
shares
|
$659,026
0.19% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,468
shares
|
$656,814
0.01% of portfolio
|
Q2 2025
Added 35.05%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,367
shares
|
$651,493
0.06% of portfolio
|
Q1 2025
Added 91.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,253
shares
|
$645,488
0.02% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
12,106
shares
|
$637,744
0.25% of portfolio
|
Q2 2025
Added 258.7%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
12,033
shares
|
$633,898
0.0% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
11,874
shares
|
$625,522
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
11,832
shares
|
$623,309
0.72% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
11,800
shares
|
$621,624
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,798
shares
|
$621,518
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,547
shares
|
$608,295
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,539
shares
|
$607,874
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,528
shares
|
$607,295
0.02% of portfolio
|
Q1 2025
Added 51.03%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
11,405
shares
|
$600,815
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
11,404
shares
|
$600,762
0.08% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
11,088
shares
|
$584,115
0.09% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
10,911
shares
|
$574,791
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
10,742
shares
|
$565,888
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
10,523
shares
|
$554,351
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
10,509
shares
|
$553,614
0.36% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
10,261
shares
|
$540,549
0.01% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,256
shares
|
$540,286
0.0% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10,111
shares
|
$532,647
0.06% of portfolio
|
Q3 2022
Added 9.91%
|