WASATCH ADVISORS LP

Position in OZK — Bank OZK

CIK 814133 SALT LAKE CITY, UT

Back to OZK Full portfolio

Position in OZK

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$281,140,404

-$38,484,372 QoQ

Shares Held

6,126,398

-11.8% QoQ

Ownership

5.61%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66.74435777760439.ToString("F0")% Shared 0.ToString("F0")% None 33.25564222239561.ToString("F0")%

Common Shares in OZK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

WASATCH ADVISORS LP holds $731,092,720 across 11 Banks - Regional names. OZK ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK This page	6,126,398	$281,140,404
2	NU	Nu Holdings Ltd.	10,051,556	$144,440,859
3	INTR	Inter & Co, Inc.	15,168,620	$120,742,215
4	AX	Axos Financial, Inc.	616,381	$52,447,859
5	SFBS	ServisFirst Bancshares, Inc.	552,153	$40,213,302
6	ESQ	Esquire Financial Holdings, Inc.	344,046	$36,984,945
7	HWC	Hancock Whitney Corp	519,015	$33,004,163
8	FINW	Finwise Bancorp	602,116	$9,549,559

All Filings in OZK

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$281,140,404	6,126,398	-11.8%	Shares	Sole	2026-04-21
2025-12-31	$319,624,776	6,945,345	-6.6%	Shares	Sole	2026-02-12
2025-09-30	$379,171,193	7,437,646	+34.9%	Shares	Sole	2025-11-14
2025-06-30	$259,453,968	5,513,259	-23.7%	Shares	Sole	2025-08-14
2025-03-31	$314,071,025	7,228,332	+1.8%	Shares	Sole	2025-05-15
2024-12-31	$316,281,316	7,102,657	+19.3%	Shares	Sole	2025-02-13
2024-09-30	$255,909,883	5,952,777	-5.1%	Shares	Sole	2024-11-14
2024-06-30	$257,110,385	6,270,985	-3.3%	Shares	Sole	2024-08-14
2024-03-31	$294,718,498	6,483,029	-6.9%	Shares	Sole	2024-04-18
2023-12-31	$346,989,261	6,963,461	-3.9%	Shares	Sole	2024-02-14
2023-09-30	$268,654,445	7,247,220	-6.9%	Shares	Sole	2023-11-14
2023-06-30	$312,642,065	7,784,912	-5.8%	Shares	Sole	2023-08-08
2023-03-31	$282,543,881	8,261,517	-1.4%	Shares	Sole	2023-05-12
2022-12-31	$335,727,396	8,380,614	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$341,002,927	8,619,892	-10.2%	Shares	Sole	2022-11-14
2022-06-30	$360,260,603	9,599,270	-1.8%	Shares	Sole	2022-08-12
2022-03-31	$417,231,350	9,771,226	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$454,620,434	9,770,480	-0.3%	Shares	Sole	2022-02-15
2021-09-30	$421,094,100	9,797,443	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$390,616,278	9,265,092	+13.1%	Shares	Sole	2021-08-12
2021-03-31	$334,614,931	8,191,308	+22.5%	Shares	Sole	2021-05-10
2020-12-31	$209,146,486	6,688,407	+54.0%	Shares	Sole	2021-02-12
2020-09-30	$92,618,066	4,344,187	+23.3%	Shares	Sole	2020-11-10
2020-06-30	$82,670,540	3,522,392	+109.0%	Shares	Sole	2020-08-12
2020-03-31	$28,143,374	1,685,232	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.