MORGAN STANLEY

Position in OZK — Bank OZK

CIK 895421 NEW YORK, NY

Back to OZK Full portfolio

Position in OZK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$58,363,453

-$4,618,592 QoQ

Shares Held

1,120,435

-18.4% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#21

of 523 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in OZK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. OZK ranks #53 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in OZK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,363,453	1,120,435	-18.4%	Shares	Defined	2026-08-13
2026-03-31	$62,982,045	1,372,457	-6.5%	Shares	Defined	2026-05-15
2025-12-31	$67,558,920	1,468,034	-14.6%	Shares	Defined	2026-05-27
2025-09-30	$87,643,281	1,719,170	+56.5%	Shares	Defined	2026-05-27
2025-06-30	$51,689,570	1,098,376	-0.6%	Shares	Defined	2025-08-15
2025-03-31	$48,013,027	1,105,018	-23.7%	Shares	Defined	2025-05-15
2024-12-31	$64,497,692	1,448,410	+27.2%	Shares	Defined	2025-05-15
2024-09-30	$48,946,904	1,138,565	-7.0%	Shares	Defined	2025-05-14
2024-06-30	$50,174,816	1,223,776	+0.4%	Shares	Defined	2025-05-14
2024-03-31	$55,426,463	1,219,236	+22.8%	Shares	Defined	2024-10-17
2023-12-31	$49,490,352	993,184	+8.8%	Shares	Defined	2024-08-16
2023-09-30	$33,852,207	913,197	-33.3%	Shares	Defined	2023-11-15
2023-06-30	$54,969,115	1,368,753	-1.0%	Shares	Defined	2023-08-14
2023-03-31	$47,278,076	1,382,400	+25.4%	Shares	Defined	2023-05-15
2022-12-31	$44,164,542	1,102,460	+14.6%	Shares	Defined	2023-02-14
2022-09-30	$38,043,938	961,677	+0.8%	Shares	Defined	2022-11-14
2022-06-30	$35,790,368	953,647	+215.3%	Shares	Defined	2022-10-27
2022-03-31	$12,913,588	302,426	+56.4%	Shares	Defined	2022-10-27
2021-12-31	$8,995,875	193,335	-11.2%	Shares	Defined	2022-02-14
2021-09-30	$9,352,701	217,606	+8.5%	Shares	Defined	2021-11-15
2021-06-30	$8,456,028	200,570	-39.7%	Shares	Defined	2021-08-23
2021-03-31	$13,578,455	332,398	+26.8%	Shares	Defined	2021-05-17
2020-12-31	$8,198,115	262,172	+113.9%	Shares	Defined	2021-02-16
2020-09-30	$2,613,681	122,593	-38.1%	Shares	Defined	2020-11-13
2020-06-30	$4,648,796	198,074	-43.5%	Shares	Defined	2020-08-14
2020-03-31	$5,850,275	350,316	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.