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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$779
0.0% of portfolio
|
Q2 2025
Reduced 74.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
12
shares
|
$623
0.0% of portfolio
|
Q1 2025
Reduced 94.34%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$519
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
8
shares
|
$415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
5
shares
|
$259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$155
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$155
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|