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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
5,887
shares
|
$310,127
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
5,879
shares
|
$309,705
0.02% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
5,842
shares
|
$307,756
0.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,780
shares
|
$304,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,770
shares
|
$303,963
0.03% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
5,700
shares
|
$300,276
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,627
shares
|
$296,430
0.0% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,624
shares
|
$296,272
0.02% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,554
shares
|
$292,584
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
5,431
shares
|
$286,105
0.03% of portfolio
|
Q1 2025
Added 61.16%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,396
shares
|
$284,261
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
5,390
shares
|
$283,945
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,330
shares
|
$280,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,311
shares
|
$279,783
0.04% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,277
shares
|
$277,992
0.07% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,246
shares
|
$276,359
0.0% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,235
shares
|
$275,779
0.01% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
5,205
shares
|
$274,199
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
5,183
shares
|
$273,040
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,158
shares
|
$271,723
0.02% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,109
shares
|
$269,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,070
shares
|
$267,087
0.15% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,042
shares
|
$265,612
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,009
shares
|
$263,874
0.01% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
5,001
shares
|
$263,452
0.01% of portfolio
|
Q1 2025
Reduced 49.36%
|