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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
917
shares
|
$48,307
0.09% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
863
shares
|
$45,462
0.0% of portfolio
|
Q1 2025
Added 119.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
802
shares
|
$42,249
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
798
shares
|
$42,038
0.0% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
786
shares
|
$41,406
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
778
shares
|
$40,985
0.0% of portfolio
|
Q2 2024
Reduced 30.54%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
768
shares
|
$40,458
0.0% of portfolio
|
Q1 2025
Added 170.42%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
744
shares
|
$39,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
742
shares
|
$39,088
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
735
shares
|
$38,719
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
700
shares
|
$36,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
681
shares
|
$35,875
0.0% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
658
shares
|
$34,663
0.0% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
648
shares
|
$34,136
0.0% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
637
shares
|
$33,557
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
621
shares
|
$32,714
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$31,608
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
581
shares
|
$30,607
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
541
shares
|
$28,499
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
500
shares
|
$26,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
489
shares
|
$25,760
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
485
shares
|
$25,549
0.01% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
466
shares
|
$24,548
0.0% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
453
shares
|
$23,864
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
410
shares
|
$21,598
0.0% of portfolio
|
Q2 2023
Added 39.46%
|