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Equibles

OZK

Bank OZK

Company with tickers: OZK, OZKAP

CIK
1569650
CUSIP
06417N103
Shares Outstanding
109,165,875
13F Activity (30d)
161 filings 158 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 478
Total Value: $3,338,521,009
Total Shares: 72,750,519
Showing 1–100 of 491 holdings by value · page 1 of 5

Institutional Ownership Trend

25 quarters

Superinvestors Holding OZK

All superinvestors →
Francois Rochon $56,493,297 Bruce Berkowitz $42,276,254 Ray Dalio $12,996,965 Joel Greenblatt $267,722

Holder Concentration

Across 478 13F filers · Δ vs Dec 31, 2025
Top Holder
8.4%
Jun 2023 → Mar 2026 · range 8.4% – 12.9%
−4.4 pts
Top 5
32.1%
Jun 2023 → Mar 2026 · range 32.1% – 41.3%
−0.3 pts
Top 10
48.5%
Jun 2023 → Mar 2026 · range 44.9% – 56.3%
+3.6 pts
HHI
309
Jun 2023 → Mar 2026 · range 309 – 442
Broadly held−26

Quarterly Activity

vs Dec 31, 2025
New
89
Increased
167
Decreased
156
Sold Out
77
Unchanged
66
Holder count: +12
Institutional value: +42.4%
Shares held: +42.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large CAPTRUST FINANCIAL ADVISORS +1,265,952 2,320,896
Mega GEODE CAPITAL MANAGEMENT, LLC +1,027,062 3,173,790
Mega TWO SIGMA INVESTMENTS, LP +520,107 882,827
Mega AMERICAN CENTURY COMPANIES INC +309,835 3,360,951
Large Quantinno Capital Management LP +273,543 929,888

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega CITIGROUP INC −732,757 250,845
Mega STATE STREET CORP −417,959 6,138,146
Mega D. E. Shaw & Co., Inc. −346,567 1,043,265
Large Allianz Asset Management GmbH −325,343 226,064
Large ProShare Advisors LLC −185,257 537,823

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 5,354,952 $245,738,747
Mega VANGUARD CAPITAL MANAGEMENT LLC 4,685,406 $215,013,281
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,844,037 $176,402,857
Mega CITADEL ADVISORS LLC 1,267,505 $58,165,804
Mega Bank of New York Mellon Corp 1,138,158 $52,230,062

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large PEAK6 LLC 496,604 $22,853,716
Large Brandywine Global Investment Management, LLC 230,916 $10,626,754
Small Philadelphia Financial Management of San Francisco, LLC 189,226 $8,708,180
Large VIRGINIA RETIREMENT SYSTEMS ET Al 178,034 $8,193,124
Large Jefferies Financial Group Inc. 164,803 $7,584,234
Filter: New 89 Increased 167 Reduced 156 Sold out 77 Unchanged 66
Showing 100 of 491
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega STATE STREET CORP $281,679,519 8.44% 6,138,146
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $245,738,747 7.36% 5,354,952
Mega VANGUARD CAPITAL MANAGEMENT LLC $215,013,281 6.44% 4,685,406
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $176,402,857 5.28% 3,844,037
Mega AMERICAN CENTURY COMPANIES INC $154,234,041 4.62% 3,360,951
Mega GEODE CAPITAL MANAGEMENT, LLC $145,645,222 4.36% 3,173,790
Mega FIRST TRUST ADVISORS LP $139,326,674 4.17% 3,036,101
Large CAPTRUST FINANCIAL ADVISORS $106,505,917 3.19% 2,320,896
Mid Van Berkom & Associates Inc. $79,132,716 2.37% 1,724,400
Large 1832 Asset Management L.P. $75,412,184 2.26% 1,643,325
Mid Giverny Capital Inc. $56,493,297 1.69% 1,231,059
Mega CITADEL ADVISORS LLC $52,952,700 1.59% 1,153,905
Mega Bank of New York Mellon Corp Bank $52,230,062 1.56% 1,138,158
Mega D. E. Shaw & Co., Inc. $47,251,326 1.42% 1,029,665
Mega NORTHERN TRUST CORP Bank $43,866,156 1.31% 955,898
Mega GOLDMAN SACHS GROUP INC $42,934,362 1.29% 935,593
Large Quantinno Capital Management LP $42,672,560 1.28% 929,888
Mid FAIRHOLME CAPITAL MANAGEMENT LLC $42,276,254 1.27% 921,252
Large RENAISSANCE TECHNOLOGIES LLC $42,168,183 1.26% 918,897
Mega TWO SIGMA INVESTMENTS, LP $40,512,931 1.21% 882,827
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $31,968,717 0.96% 696,638
Mid KENNEDY CAPITAL MANAGEMENT LLC $31,083,362 0.93% 677,345
Large TUDOR INVESTMENT CORP ET AL $30,595,872 0.92% 666,722
Mega VANGUARD FIDUCIARY TRUST CO Bank $29,676,879 0.89% 646,696
Large Newport Trust Company, LLC Bank $28,056,962 0.84% 611,396
Large SEI INVESTMENTS CO $27,978,856 0.84% 609,694
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,991,809 0.81% 588,185
Large MACKENZIE FINANCIAL CORP $26,101,818 0.78% 568,791
Large ProShare Advisors LLC $24,680,697 0.74% 537,823
Large LSV ASSET MANAGEMENT $23,119,382 0.69% 503,800
Small Twin Lions Management LLC $22,263,991 0.67% 485,160
Mega UBS Group AG $20,929,509 0.63% 456,080
Mega LPL Financial LLC $20,525,816 0.61% 447,283
Mega VICTORY CAPITAL MANAGEMENT INC $18,221,909 0.55% 397,078
Mid ALGERT GLOBAL LLC $16,518,105 0.49% 359,950
Large Treasurer of the State of North Carolina $15,392,974 0.46% 335,432
Mega RAYMOND JAMES FINANCIAL INC $15,247,180 0.46% 332,255
Mega RHUMBLINE ADVISERS $14,935,313 0.45% 325,459
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $14,222,638 0.43% 309,929
Mega JPMORGAN CHASE & CO $13,960,058 0.42% 304,207
Mega FRANKLIN RESOURCES INC $13,735,104 0.41% 299,305
Small CABOT WEALTH MANAGEMENT INC $13,530,345 0.41% 294,843
Large EARNEST PARTNERS LLC $13,218,981 0.40% 288,058
Large Bridgewater Associates, LP $12,996,965 0.39% 283,220
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,931,802 0.39% 281,800
Large Public Sector Pension Investment Board Pension $12,651,368 0.38% 275,689
Mid Quantbot Technologies LP $12,538,295 0.38% 273,225
Mid Ranger Investment Management, L.P. $12,463,127 0.37% 271,587
Mid RICE HALL JAMES & ASSOCIATES, LLC $11,912,722 0.36% 259,593
Mega ENVESTNET ASSET MANAGEMENT INC $11,890,787 0.36% 259,115
Large DIAMOND HILL CAPITAL MANAGEMENT INC $11,887,942 0.36% 259,053
Mid Hodges Capital Management Inc. $11,544,822 0.35% 251,576
Mega CITIGROUP INC $11,511,275 0.34% 250,845
Mega BARCLAYS PLC $11,308,166 0.34% 246,419
Small WEYBOSSET RESEARCH & MANAGEMENT LLC $10,985,469 0.33% 239,387
Mega Clearbridge Investments, LLC $10,966,103 0.33% 238,965
Mega PRINCIPAL FINANCIAL GROUP INC $10,661,668 0.32% 232,331
Mega California Public Employees Retirement System Pension $10,630,602 0.32% 231,654
Large Allianz Asset Management GmbH $10,374,074 0.31% 226,064
Large Point72 Asset Management, L.P. $10,167,113 0.30% 221,554
Mega Swiss National Bank Bank $9,762,317 0.29% 212,733
Large Man Group plc $9,695,179 0.29% 211,270
Mid ALGEBRIS (UK) LTD $9,455,772 0.28% 206,053
Mid Edgestream Partners, L.P. $9,324,205 0.28% 203,186
Mega JANE STREET GROUP, LLC $8,509,841 0.25% 185,440
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,184,940 0.25% 178,360
Large CI INVESTMENTS INC. $8,181,360 0.25% 178,282
Large HRT FINANCIAL LP $7,575,199 0.23% 165,073
Large Corient Private Wealth LLC $7,486,632 0.22% 163,143
Small Numerai GP LLC $7,439,411 0.22% 162,114
Large Focus Partners Wealth $7,371,815 0.22% 160,641
Mega Nuveen, LLC $6,790,801 0.20% 147,980
Mid Vest Financial, LLC $6,721,141 0.20% 146,462
Mid QV Investors Inc. $6,671,029 0.20% 145,370
Mega BNP PARIBAS ARBITRAGE, SA $6,522,621 0.20% 142,136
Large Russell Investments Group, Ltd. $6,514,493 0.20% 141,959
Large Hudson Bay Capital Management LP $6,452,776 0.19% 140,614
Mega BARCLAYS PLC $6,424,600 0.19% 140,000
Mega Legal & General Group Plc $6,403,902 0.19% 139,549
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,259,396 0.19% 136,400
Mid GSA CAPITAL PARTNERS LLP $6,215,433 0.19% 135,442
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $6,111,905 0.18% 133,186
Mega ALLIANCEBERNSTEIN L.P. $5,929,033 0.18% 129,201
Large Retirement Systems of Alabama Pension $5,837,391 0.17% 127,204
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $5,480,321 0.16% 119,423
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $5,030,140 0.15% 109,613
Mid South Dakota Investment Council $5,025,413 0.15% 109,510
Large CONGRESS ASSET MANAGEMENT CO $4,983,745 0.15% 108,602
Large Rafferty Asset Management, LLC $4,841,899 0.15% 105,511
Mid Jump Financial, LLC $4,708,314 0.14% 102,600
Mega WELLS FARGO & COMPANY/MN $4,695,234 0.14% 102,315
Mid Brevan Howard Capital Management LP $4,693,169 0.14% 102,270
Large Caisse de depot et placement du Quebec $4,615,891 0.14% 100,586
Large GREAT LAKES ADVISORS, LLC $4,562,612 0.14% 99,425
Large B. Metzler seel. Sohn & Co. AG $4,471,429 0.13% 97,438
Large Squarepoint Ops LLC $4,277,819 0.13% 93,219
Mega VANGUARD ASSET MANAGEMENT, Ltd $4,265,704 0.13% 92,955
Large Connor, Clark & Lunn Investment Management Ltd. $4,237,712 0.13% 92,345
Micro Villanova Investment Management Co LLC $4,233,627 0.13% 92,256
Large Schonfeld Strategic Advisors LLC $4,217,841 0.13% 91,912

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