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 |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
10,093
shares
|
$531,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
10,049
shares
|
$529,381
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$526,800
0.11% of portfolio
|
Q1 2023
Reduced 65.34%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
9,990
shares
|
$526,273
0.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,970
shares
|
$525,219
0.0% of portfolio
|
Q1 2025
Added 59.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,867
shares
|
$519,793
0.0% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
9,839
shares
|
$518,318
0.0% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,799
shares
|
$516,211
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,616
shares
|
$506,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
9,545
shares
|
$502,830
0.82% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,097
shares
|
$479,229
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,959
shares
|
$471,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,921
shares
|
$469,958
0.0% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,748
shares
|
$460,844
0.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
8,606
shares
|
$453,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
8,304
shares
|
$437,454
0.0% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
8,235
shares
|
$433,819
0.01% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
8,114
shares
|
$427,445
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
8,067
shares
|
$424,969
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
7,984
shares
|
$420,597
0.01% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
7,976
shares
|
$420,175
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
7,928
shares
|
$417,647
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,908
shares
|
$416,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
7,808
shares
|
$411,325
0.36% of portfolio
|
Q1 2025
Added 65.92%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
7,742
shares
|
$407,848
0.01% of portfolio
|
Q4 2024
New holding
|