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 $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
12,074
shares
|
$627,365
0.02% of portfolio
|
Q2 2025
Reduced 53.04%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
12,036
shares
|
$625,390
0.12% of portfolio
|
Q2 2025
Added 111.16%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
11,886
shares
|
$617,596
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
11,874
shares
|
$616,973
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
11,832
shares
|
$614,790
0.72% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
11,800
shares
|
$613,128
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,752
shares
|
$610,633
0.01% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
11,607
shares
|
$603,099
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,539
shares
|
$599,566
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
11,404
shares
|
$592,551
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
|
$576,132
0.09% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
11,022
shares
|
$572,703
0.07% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,947
shares
|
$568,806
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
10,911
shares
|
$566,935
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,603
shares
|
$550,931
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
10,523
shares
|
$546,775
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
10,509
shares
|
$546,047
0.36% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
10,464
shares
|
$543,709
0.09% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,414
shares
|
$541,111
0.0% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,231
shares
|
$531,602
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,214
shares
|
$530,719
0.01% of portfolio
|
Q2 2025
Added 106.59%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10,111
shares
|
$525,367
0.06% of portfolio
|
Q3 2022
Added 9.91%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
10,072
shares
|
$523,341
0.0% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$519,600
0.11% of portfolio
|
Q1 2023
Reduced 65.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,933
shares
|
$516,118
0.0% of portfolio
|
Q2 2025
Added 0.67%
|