MORGAN STANLEY

Position in OZK — Bank OZK

CIK 895421 NEW YORK, NY

Back to OZK Full portfolio

Position in OZK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$62,982,045

-$4,576,875 QoQ

Shares Held

1,372,457

-6.5% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79.34274079260771.ToString("F0")% Shared 0.ToString("F0")% None 20.65725920739229.ToString("F0")%

Common Shares in OZK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. OZK ranks #46 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	141,628,383	$2,035,199,856
2	USB	US Bancorp De	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

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	$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.