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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,025
shares
|
$309,802
0.01% of portfolio
|
Q3 2025
Reduced 24.83%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,948
shares
|
$306,406
0.0% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
6,791
shares
|
$299,483
0.24% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
6,689
shares
|
$294,984
0.06% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
6,594
shares
|
$290,795
0.05% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
6,459
shares
|
$284,841
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
6,368
shares
|
$280,828
0.08% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,278
shares
|
$276,859
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
6,264
shares
|
$276,242
0.06% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,261
shares
|
$276,110
0.01% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,170
shares
|
$272,097
0.0% of portfolio
|
Q3 2025
Reduced 89.83%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
6,169
shares
|
$272,052
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,125
shares
|
$270,112
0.02% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
6,107
shares
|
$269,318
0.02% of portfolio
|
Q3 2025
Added 21.92%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,927
shares
|
$261,380
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
5,902
shares
|
$260,278
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,902
shares
|
$260,278
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,880
shares
|
$259,308
0.03% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,876
shares
|
$259,131
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,857
shares
|
$258,293
0.01% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,852
shares
|
$258,073
0.0% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,832
shares
|
$257,191
0.0% of portfolio
|
Q3 2025
Reduced 24.68%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,770
shares
|
$254,457
0.03% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,766
shares
|
$254,280
0.01% of portfolio
|
Q3 2025
New holding
|
|