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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,297
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
54,424
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 13, 2025 Q3 2025 |
54,000
shares
|
$2.38 Million
0.34% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
53,339
shares
|
$2.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,266
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 59.31%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
52,781
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
51,800
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,040
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
49,498
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
48,902
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
48,891
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
48,845
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
48,702
shares
|
$2.15 Million
0.35% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
48,431
shares
|
$2.14 Million
0.11% of portfolio
|
Q3 2025
Added 738.63%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
48,373
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
48,087
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
47,660
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
46,641
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Added 98.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
46,462
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2025 Q3 2025 |
45,964
shares
|
$2.03 Million
2.39% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
45,890
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
43,515
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
42,618
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
42,447
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
42,000
shares
|
$1.85 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|