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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
930
shares
|
$48,322
0.0% of portfolio
|
Q2 2023
Reduced 48.96%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
917
shares
|
$47,647
0.09% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
802
shares
|
$41,671
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
798
shares
|
$41,464
0.0% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
786
shares
|
$40,840
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
778
shares
|
$40,424
0.0% of portfolio
|
Q2 2024
Reduced 30.54%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
768
shares
|
$39,905
0.0% of portfolio
|
Q1 2025
Added 170.42%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
744
shares
|
$38,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
742
shares
|
$38,554
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
716
shares
|
$37,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
700
shares
|
$36,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
681
shares
|
$35,384
0.0% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
648
shares
|
$33,670
0.0% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
626
shares
|
$32,526
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$31,176
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
590
shares
|
$30,656
0.0% of portfolio
|
Q2 2025
Added 58.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
565
shares
|
$29,357
0.0% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
562
shares
|
$29,201
0.0% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
556
shares
|
$28,889
0.0% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
541
shares
|
$28,110
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
531
shares
|
$27,590
0.01% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
500
shares
|
$25,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
489
shares
|
$25,408
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
453
shares
|
$23,537
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
410
shares
|
$21,303
0.0% of portfolio
|
Q2 2023
Added 39.46%
|