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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$21,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
376
shares
|
$19,807
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
373
shares
|
$19,649
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
365
shares
|
$19,228
0.0% of portfolio
|
Q4 2024
Added 102.78%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
341
shares
|
$17,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
305
shares
|
$16,067
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
299
shares
|
$15,751
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
280
shares
|
$14,750
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
274
shares
|
$14,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
255
shares
|
$13,433
0.0% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
254
shares
|
$13,380
0.01% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
228
shares
|
$12,011
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
203
shares
|
$10,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
196
shares
|
$10,325
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
195
shares
|
$10,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
190
shares
|
$10,009
0.0% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
186
shares
|
$9,798
0.0% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
168
shares
|
$8,850
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
163
shares
|
$8,586
0.0% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
159
shares
|
$8,376
0.0% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
136
shares
|
$7,164
0.0% of portfolio
|
Q3 2024
Added 91.55%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
136
shares
|
$7,164
0.0% of portfolio
|
Q2 2024
Added 338.71%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120
shares
|
$6,321
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
114
shares
|
$6,005
0.0% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
110
shares
|
$5,794
0.0% of portfolio
|
Q1 2025
Added 2.8%
|