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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
65
shares
|
$2,866
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
58
shares
|
$2,557
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
58
shares
|
$2,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
56
shares
|
$2,469
0.0% of portfolio
|
Q3 2025
Reduced 55.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
55
shares
|
$2,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
52
shares
|
$2,293
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
51
shares
|
$2,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$2,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
48
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
40
shares
|
$1,764
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
39
shares
|
$1,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
38
shares
|
$1,675
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
34
shares
|
$1,499
0.0% of portfolio
|
Q2 2025
Reduced 69.09%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$1,323
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
30
shares
|
$1,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
29
shares
|
$1,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
29
shares
|
$1,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
27
shares
|
$1,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$1,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
25
shares
|
$1,102
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
24
shares
|
$1,058
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
16
shares
|
$705
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$661
0.0% of portfolio
|
Q2 2025
Reduced 74.58%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
15
shares
|
$661
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
12
shares
|
$529
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|