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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
107
shares
|
$5,636
0.0% of portfolio
|
Q4 2024
Reduced 35.54%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
97
shares
|
$5,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
95
shares
|
$5,004
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
93
shares
|
$4,899
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
88
shares
|
$4,635
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
85
shares
|
$4,477
0.0% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
75
shares
|
$3,951
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
65
shares
|
$3,424
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
64
shares
|
$3,371
0.0% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
59
shares
|
$3,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
58
shares
|
$3,055
0.0% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
52
shares
|
$2,739
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
51
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$2,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
49
shares
|
$2,581
0.0% of portfolio
|
Q4 2024
Added 28.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
48
shares
|
$2,528
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
40
shares
|
$2,107
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
38
shares
|
$2,001
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
36
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
30
shares
|
$1,580
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
30
shares
|
$1,580
0.0% of portfolio
|
Q1 2025
Reduced 91.18%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
28
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
27
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$1,317
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
25
shares
|
$1,317
0.0% of portfolio
|
Q1 2025
Added 8.7%
|