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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,485
shares
|
$388,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,443
shares
|
$386,738
0.16% of portfolio
|
Q1 2024
Added 25.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,422
shares
|
$385,647
0.01% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
7,340
shares
|
$381,386
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,273
shares
|
$377,905
0.0% of portfolio
|
Q2 2025
Reduced 38.35%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
7,251
shares
|
$376,761
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,184
shares
|
$373,280
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
7,029
shares
|
$365,226
0.07% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
6,780
shares
|
$352,288
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
6,764
shares
|
$351,457
0.29% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
6,701
shares
|
$348,183
0.01% of portfolio
|
Q2 2025
Reduced 67.17%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
6,654
shares
|
$345,741
0.06% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
6,621
shares
|
$344,027
0.08% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,609
shares
|
$343,403
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,524
shares
|
$338,987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
6,459
shares
|
$335,609
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,389
shares
|
$331,972
0.0% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,376
shares
|
$331,296
0.02% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
6,269
shares
|
$325,737
0.08% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
6,220
shares
|
$323,191
0.05% of portfolio
|
Q2 2025
Added 177.43%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,162
shares
|
$320,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,142
shares
|
$319,138
0.01% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
6,082
shares
|
$316,020
0.07% of portfolio
|
Q2 2025
Reduced 57.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,986
shares
|
$311,032
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
5,938
shares
|
$308,538
0.01% of portfolio
|
Q2 2025
Added 1.0%
|