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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
630
shares
|
$27,783
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
600
shares
|
$26,460
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
589
shares
|
$25,974
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
568
shares
|
$25,048
0.01% of portfolio
|
Q3 2025
Added 146.96%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
549
shares
|
$24,210
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
541
shares
|
$23,858
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
537
shares
|
$23,681
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
537
shares
|
$23,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
537
shares
|
$23,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$22,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
461
shares
|
$20,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
453
shares
|
$19,977
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
428
shares
|
$18,874
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
410
shares
|
$18,081
0.0% of portfolio
|
Q2 2023
Added 39.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$17,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$17,640
0.0% of portfolio
|
Q3 2025
Reduced 62.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
393
shares
|
$17,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
382
shares
|
$16,846
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
379
shares
|
$16,713
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
348
shares
|
$15,346
0.0% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
341
shares
|
$15,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
340
shares
|
$14,994
0.0% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
309
shares
|
$13,626
0.0% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
305
shares
|
$13,450
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
304
shares
|
$13,406
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|