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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$20,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
390
shares
|
$20,264
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
376
shares
|
$19,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
365
shares
|
$18,965
0.0% of portfolio
|
Q4 2024
Added 102.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
359
shares
|
$18,653
0.0% of portfolio
|
Q2 2025
Added 88.95%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
341
shares
|
$17,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
321
shares
|
$16,679
0.0% of portfolio
|
Q2 2025
Added 453.45%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
305
shares
|
$15,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
302
shares
|
$15,691
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
297
shares
|
$15,432
0.01% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
287
shares
|
$14,912
0.0% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
274
shares
|
$14,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
269
shares
|
$13,977
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
256
shares
|
$13,301
0.0% of portfolio
|
Q2 2025
Added 139.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
230
shares
|
$11,950
0.0% of portfolio
|
Q2 2025
Reduced 63.89%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
228
shares
|
$11,846
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
203
shares
|
$10,547
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
196
shares
|
$10,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
186
shares
|
$9,664
0.0% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
173
shares
|
$8,989
0.0% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
163
shares
|
$8,469
0.0% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
159
shares
|
$8,261
0.0% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
133
shares
|
$6,910
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
125
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120
shares
|
$6,235
0.0% of portfolio
|
Q2 2024
New holding
|