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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
24
shares
|
$1,264
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
18
shares
|
$948
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
17
shares
|
$895
0.0% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
16
shares
|
$842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
15
shares
|
$790
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
13
shares
|
$684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
12
shares
|
$632
0.0% of portfolio
|
Q1 2025
Reduced 94.34%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$579
0.0% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$526
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
5
shares
|
$263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$210
0.0% of portfolio
|
Q1 2025
Reduced 97.42%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3
shares
|
$158
0.0% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q1 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
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|