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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,887
shares
|
$305,888
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,818
shares
|
$302,303
0.0% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,775
shares
|
$300,069
0.01% of portfolio
|
Q2 2025
Reduced 84.15%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,770
shares
|
$299,809
0.03% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,726
shares
|
$297,522
0.0% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,689
shares
|
$295,600
0.0% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,641
shares
|
$293,106
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,555
shares
|
$288,637
0.14% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,554
shares
|
$288,585
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,526
shares
|
$287,130
0.01% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,460
shares
|
$283,701
0.01% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,396
shares
|
$280,376
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
5,390
shares
|
$280,064
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
5,312
shares
|
$276,011
0.01% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,277
shares
|
$274,192
0.07% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
5,205
shares
|
$270,451
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
5,183
shares
|
$269,308
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,175
shares
|
$268,893
0.01% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,158
shares
|
$268,009
0.02% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,142
shares
|
$267,178
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,109
shares
|
$265,463
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,062
shares
|
$263,021
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
5,052
shares
|
$262,501
0.15% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
5,010
shares
|
$260,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,009
shares
|
$260,267
0.01% of portfolio
|
Q2 2025
Reduced 9.09%
|