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 |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
9,863
shares
|
$512,481
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
9,839
shares
|
$511,234
0.0% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,799
shares
|
$509,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
9,545
shares
|
$495,958
0.82% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,346
shares
|
$485,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
9,135
shares
|
$474,654
0.0% of portfolio
|
Q2 2025
Reduced 30.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,103
shares
|
$472,991
0.01% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
8,967
shares
|
$465,925
0.01% of portfolio
|
Q2 2025
Reduced 86.22%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,959
shares
|
$465,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,748
shares
|
$454,546
0.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,530
shares
|
$443,218
0.0% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
8,304
shares
|
$431,475
0.0% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
8,235
shares
|
$427,890
0.01% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,216
shares
|
$426,903
0.0% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
8,213
shares
|
$426,747
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Aug 11, 2025 Q2 2025 |
8,110
shares
|
$421,395
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
8,067
shares
|
$419,161
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
7,976
shares
|
$414,432
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,881
shares
|
$409,496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,743
shares
|
$402,326
0.0% of portfolio
|
Q2 2025
Added 33.96%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
7,742
shares
|
$402,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
7,696
shares
|
$399,884
0.2% of portfolio
|
Q2 2025
Added 56.71%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,602
shares
|
$394,999
0.01% of portfolio
|
Q2 2025
Added 53.27%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
7,593
shares
|
$394,532
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,541
shares
|
$391,830
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|