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 |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
9,089
shares
|
$400,824
0.2% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
8,998
shares
|
$396,811
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
8,992
shares
|
$396,547
0.03% of portfolio
|
Q3 2025
Added 32.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,941
shares
|
$394,298
0.0% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
8,733
shares
|
$385,125
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
8,619
shares
|
$380,097
0.07% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
8,541
shares
|
$376,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,530
shares
|
$376,173
0.0% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,478
shares
|
$373,879
0.01% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,467
shares
|
$373,394
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
8,365
shares
|
$368,896
0.01% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
8,304
shares
|
$366,206
0.0% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
8,194
shares
|
$361,355
0.04% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,928
shares
|
$349,624
0.0% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
7,928
shares
|
$349,624
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,881
shares
|
$347,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,854
shares
|
$346,361
0.0% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
7,850
shares
|
$346,185
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
7,742
shares
|
$341,422
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,668
shares
|
$338,158
0.0% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,443
shares
|
$328,236
0.16% of portfolio
|
Q1 2024
Added 25.24%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
7,355
shares
|
$324,355
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,184
shares
|
$316,814
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,087
shares
|
$312,536
0.0% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,083
shares
|
$312,360
0.12% of portfolio
|
Q3 2025
Reduced 6.07%
|
|