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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
119
shares
|
$6,183
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
93
shares
|
$4,832
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
88
shares
|
$4,572
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
75
shares
|
$3,897
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
71
shares
|
$3,689
0.0% of portfolio
|
Q2 2025
Reduced 47.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
70
shares
|
$3,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
65
shares
|
$3,377
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
64
shares
|
$3,325
0.0% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
55
shares
|
$2,857
0.0% of portfolio
|
Q2 2025
Added 205.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
52
shares
|
$2,701
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
51
shares
|
$2,649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
48
shares
|
$2,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
48
shares
|
$2,494
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
40
shares
|
$2,078
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$2,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
39
shares
|
$2,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
38
shares
|
$1,974
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
Reduced 69.09%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$1,558
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
27
shares
|
$1,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$1,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
25
shares
|
$1,299
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
24
shares
|
$1,247
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
17
shares
|
$883
0.0% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
15
shares
|
$779
0.0% of portfolio
|
Q2 2025
Added 150.0%
|