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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,238
shares
|
$117,897
0.0% of portfolio
|
Q1 2025
Reduced 63.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,146
shares
|
$113,051
0.0% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,993
shares
|
$104,991
0.0% of portfolio
|
Q1 2025
Added 1052.02%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,960
shares
|
$103,252
0.0% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,943
shares
|
$102,357
0.0% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,825
shares
|
$96,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,824
shares
|
$96,088
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,629
shares
|
$85,815
0.02% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,535
shares
|
$80,863
0.0% of portfolio
|
Q2 2025
Added 1137.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$75,701
0.0% of portfolio
|
Q2 2020
Added 126.9%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,413
shares
|
$74,436
0.0% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,400
shares
|
$73,752
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,396
shares
|
$73,541
0.0% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,357
shares
|
$71,486
0.02% of portfolio
|
Q1 2025
Reduced 67.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,286
shares
|
$67,746
0.0% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,264
shares
|
$66,587
0.0% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,250
shares
|
$65,850
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,248
shares
|
$65,744
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,124
shares
|
$59,212
0.0% of portfolio
|
Q2 2025
Added 70.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,105
shares
|
$58,211
0.01% of portfolio
|
Q1 2025
Added 1114.29%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,042
shares
|
$54,892
0.04% of portfolio
|
Q2 2025
Reduced 55.03%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,026
shares
|
$54,049
0.04% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,000
shares
|
$52,680
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
977
shares
|
$51,468
0.0% of portfolio
|
Q1 2025
Added 144.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
930
shares
|
$48,992
0.0% of portfolio
|
Q2 2023
Reduced 48.96%
|