Institutional Ownership Bank Ozk (OZK)
This table provides information about the institutional ownership of Bank Ozk (OZK). We have compiled data on the 584 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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
276
shares
|
$12,171
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
228
shares
|
$10,054
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
213
shares
|
$9,393
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
203
shares
|
$8,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
196
shares
|
$8,643
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
190
shares
|
$8,379
0.0% of portfolio
|
Q4 2025
Reduced 66.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
186
shares
|
$8,202
0.0% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
177
shares
|
$7,805
0.0% of portfolio
|
Q4 2025
Added 8.59%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
173
shares
|
$7,629
0.0% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
168
shares
|
$7,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
159
shares
|
$7,011
0.0% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
155
shares
|
$6,835
0.0% of portfolio
|
Q3 2025
Reduced 68.3%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
133
shares
|
$5,865
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120
shares
|
$5,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
119
shares
|
$5,247
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
104
shares
|
$4,586
0.0% of portfolio
|
Q3 2025
Added 89.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
98
shares
|
$4,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
93
shares
|
$4,101
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
88
shares
|
$3,880
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
77
shares
|
$3,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
75
shares
|
$3,307
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
71
shares
|
$3,131
0.0% of portfolio
|
Q2 2025
Reduced 47.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
70
shares
|
$3,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
70
shares
|
$3,087
0.0% of portfolio
|
Q4 2025
Added 105.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
65
shares
|
$2,866
0.0% of portfolio
|
Q3 2022
New holding
|
|