Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 588 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 $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
11,234,679
shares
|
$495 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,991,181
shares
|
$441 Million
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
7,437,646
shares
|
$328 Million
2.12% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,462,377
shares
|
$285 Million
0.07% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,009,320
shares
|
$265 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,480,094
shares
|
$198 Million
0.04% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,808,166
shares
|
$124 Million
0.11% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,743,655
shares
|
$121 Million
0.07% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,185,334
shares
|
$96.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,117,704
shares
|
$93.4 Million
0.01% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,977,960
shares
|
$87.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,861,304
shares
|
$82.1 Million
0.06% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2025 Q3 2025 |
1,818,447
shares
|
$80.2 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,719,170
shares
|
$75.8 Million
0.01% of portfolio
|
Q3 2025
Added 56.52%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
1,658,271
shares
|
$73.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
1,261,960
shares
|
$55.7 Million
2.4% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,081,907
shares
|
$47.7 Million
0.12% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
982,368
shares
|
$43.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
947,209
shares
|
$41.8 Million
0.14% of portfolio
|
Q3 2025
Added 70.1%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Nov 14, 2025 Q3 2025 |
915,652
shares
|
$40.4 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
898,784
shares
|
$39.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
788,819
shares
|
$34.8 Million
0.05% of portfolio
|
Q3 2025
Added 39.2%
|
|
|
Berkley W R Corp
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
703,000
shares
|
$31 Million
3.49% of portfolio
|
Q2 2025
Added 40.38%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
697,939
shares
|
$30.8 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
684,876
shares
|
$30.2 Million
0.0% of portfolio
|
Q3 2025
Added 23.25%
|
|