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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,473
shares
|
$128,497
0.02% of portfolio
|
Q2 2025
Added 35.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,943
shares
|
$100,958
0.0% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,892
shares
|
$98,308
0.0% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,824
shares
|
$94,775
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,789
shares
|
$92,956
0.0% of portfolio
|
Q2 2025
Added 107.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,629
shares
|
$84,642
0.02% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,535
shares
|
$79,758
0.0% of portfolio
|
Q2 2025
Added 1137.9%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,507
shares
|
$78,303
0.0% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$74,666
0.0% of portfolio
|
Q2 2020
Added 126.9%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,413
shares
|
$73,419
0.0% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,400
shares
|
$72,744
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,396
shares
|
$72,536
0.0% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,286
shares
|
$66,820
0.0% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,276
shares
|
$66,300
0.0% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,264
shares
|
$65,677
0.0% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,224
shares
|
$63,599
0.0% of portfolio
|
Q2 2025
Reduced 69.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,124
shares
|
$58,403
0.0% of portfolio
|
Q2 2025
Added 70.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,105
shares
|
$57,415
0.01% of portfolio
|
Q2 2025
Reduced 40.45%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,105
shares
|
$57,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,087
shares
|
$56,480
0.0% of portfolio
|
Q2 2025
Added 547.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,071
shares
|
$55,649
0.0% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,042
shares
|
$54,142
0.04% of portfolio
|
Q2 2025
Reduced 55.03%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,026
shares
|
$53,310
0.04% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$51,960
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
945
shares
|
$49,102
0.0% of portfolio
|
Q2 2025
New holding
|