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OZK

Bank OZK
$49.65 -0.19 (-0.38%) At close · Jul 6
Market Cap
$5.42B
Shares
109,165,875

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 500
Total Value: $4,513,378,230
Total Shares: 98,326,531
Showing 1–100 of 513 holdings by value · page 1 of 6

Institutional Ownership Trend

26 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 500 13F filers
Top Holder
11.1%
Jun 2023 → Mar 2026 · range 10.3% – 11.7%
of institutional value
Top 5
35.1%
Jun 2023 → Mar 2026 · range 35.1% – 41.3%
of institutional value
Top 10
51.1%
Jun 2023 → Mar 2026 · range 50.8% – 56.3%
of institutional value
HHI
356
Jun 2023 → Mar 2026 · range 356 – 442
Broadly held
Showing 100 of 513
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $501,869,506 11.12% 10,936,359
Mega DIMENSIONAL FUND ADVISORS LP $304,051,535 6.74% 6,625,660
Mega STATE STREET CORP $281,679,519 6.24% 6,138,146
Large WASATCH ADVISORS LP $281,140,404 6.23% 6,126,398
Mega VANGUARD CAPITAL MANAGEMENT LLC $215,013,281 4.76% 4,685,406
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $176,402,857 3.91% 3,844,037
Mega AMERICAN CENTURY COMPANIES INC $154,234,041 3.42% 3,360,951
Mega GEODE CAPITAL MANAGEMENT, LLC $145,645,222 3.23% 3,173,790
Mega FIRST TRUST ADVISORS LP $139,326,674 3.09% 3,036,101
Large CAPTRUST FINANCIAL ADVISORS $106,505,917 2.36% 2,320,896
Mid Van Berkom & Associates Inc. $79,132,716 1.75% 1,724,400
Large 1832 Asset Management L.P. $75,412,184 1.67% 1,643,325
Mega AQR CAPITAL MANAGEMENT LLC $73,863,758 1.64% 1,609,583
Mega MORGAN STANLEY $62,982,045 1.40% 1,372,457
Mid Giverny Capital Inc. $56,493,297 1.25% 1,231,059
Mega CITADEL ADVISORS LLC $52,952,700 1.17% 1,153,905
Mega Bank of New York Mellon Corp Bank $52,230,062 1.16% 1,138,158
Mega D. E. Shaw & Co., Inc. $47,251,326 1.05% 1,029,665
Mega Invesco Ltd. $45,115,144 1.00% 983,115
Mega NORTHERN TRUST CORP Bank $43,866,156 0.97% 955,898
Mega GOLDMAN SACHS GROUP INC $42,934,362 0.95% 935,593
Large Quantinno Capital Management LP $42,672,560 0.95% 929,888
Mid FAIRHOLME CAPITAL MANAGEMENT LLC $42,276,254 0.94% 921,252
Large RENAISSANCE TECHNOLOGIES LLC $42,168,183 0.93% 918,897
Mega MILLENNIUM MANAGEMENT LLC $41,740,993 0.92% 909,588
Mega TWO SIGMA INVESTMENTS, LP $40,512,931 0.90% 882,827
Mega BANK OF AMERICA CORP /DE/ Bank $35,530,467 0.79% 774,253
Mega WELLINGTON MANAGEMENT GROUP LLP $33,109,037 0.73% 721,487
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $31,968,717 0.71% 696,638
Mid KENNEDY CAPITAL MANAGEMENT LLC $31,083,362 0.69% 677,345
Large TUDOR INVESTMENT CORP ET AL $30,595,872 0.68% 666,722
Mega VANGUARD FIDUCIARY TRUST CO Bank $29,676,879 0.66% 646,696
Large Newport Trust Company, LLC Bank $28,056,962 0.62% 611,396
Large SEI INVESTMENTS CO $27,978,856 0.62% 609,694
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,991,809 0.60% 588,185
Large MACKENZIE FINANCIAL CORP $26,101,818 0.58% 568,791
Large ProShare Advisors LLC $24,680,697 0.55% 537,823
Large LSV ASSET MANAGEMENT $23,119,382 0.51% 503,800
Small Twin Lions Management LLC $22,263,991 0.49% 485,160
Mega UBS Group AG $20,929,509 0.46% 456,080
Mega LPL Financial LLC $20,525,816 0.45% 447,283
Mega VICTORY CAPITAL MANAGEMENT INC $18,221,909 0.40% 397,078
Large Allspring Global Investments Holdings, LLC $17,700,185 0.39% 385,709
Mid ALGERT GLOBAL LLC $16,518,105 0.37% 359,950
Large Treasurer of the State of North Carolina $15,392,974 0.34% 335,432
Mega RAYMOND JAMES FINANCIAL INC $15,247,180 0.34% 332,255
Mega RHUMBLINE ADVISERS $14,935,313 0.33% 325,459
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $14,222,638 0.32% 309,929
Mega JPMORGAN CHASE & CO $13,960,058 0.31% 304,207
Mega FRANKLIN RESOURCES INC $13,735,104 0.30% 299,305
Small CABOT WEALTH MANAGEMENT INC $13,530,345 0.30% 294,843
Large EARNEST PARTNERS LLC $13,218,981 0.29% 288,058
Large Bridgewater Associates, LP $12,996,965 0.29% 283,220
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,931,802 0.29% 281,800
Large Public Sector Pension Investment Board Pension $12,651,368 0.28% 275,689
Mid Quantbot Technologies LP $12,538,295 0.28% 273,225
Mid Ranger Investment Management, L.P. $12,463,127 0.28% 271,587
Mid RICE HALL JAMES & ASSOCIATES, LLC $11,912,722 0.26% 259,593
Mega ENVESTNET ASSET MANAGEMENT INC $11,890,787 0.26% 259,115
Large DIAMOND HILL CAPITAL MANAGEMENT INC $11,887,942 0.26% 259,053
Mid Hodges Capital Management Inc. $11,544,822 0.26% 251,576
Mega CITIGROUP INC $11,511,275 0.26% 250,845
Mega BARCLAYS PLC $11,308,166 0.25% 246,419
Small WEYBOSSET RESEARCH & MANAGEMENT LLC $10,985,469 0.24% 239,387
Mega Clearbridge Investments, LLC $10,966,103 0.24% 238,965
Mega PRINCIPAL FINANCIAL GROUP INC $10,661,668 0.24% 232,331
Mega California Public Employees Retirement System Pension $10,630,602 0.24% 231,654
Large Allianz Asset Management GmbH $10,374,074 0.23% 226,064
Large Point72 Asset Management, L.P. $10,167,113 0.23% 221,554
Mega Swiss National Bank Bank $9,762,317 0.22% 212,733
Large Man Group plc $9,695,179 0.21% 211,270
Mid ALGEBRIS (UK) LTD $9,455,772 0.21% 206,053
Mid Edgestream Partners, L.P. $9,324,205 0.21% 203,186
Large CONGRESS ASSET MANAGEMENT CO $9,099,602 0.20% 174,690
Mega JANE STREET GROUP, LLC $8,509,841 0.19% 185,440
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,184,940 0.18% 178,360
Large CI INVESTMENTS INC. $8,181,360 0.18% 178,282
Large HRT FINANCIAL LP $7,575,199 0.17% 165,073
Large Corient Private Wealth LLC $7,486,632 0.17% 163,143
Small Numerai GP LLC $7,439,411 0.16% 162,114
Large Focus Partners Wealth $7,371,815 0.16% 160,641
Mega Nuveen, LLC $6,790,801 0.15% 147,980
Mid Vest Financial, LLC $6,721,141 0.15% 146,462
Mid QV Investors Inc. $6,671,029 0.15% 145,370
Mega BNP PARIBAS ARBITRAGE, SA $6,522,621 0.14% 142,136
Large Russell Investments Group, Ltd. $6,514,493 0.14% 141,959
Large Hudson Bay Capital Management LP $6,452,776 0.14% 140,614
Mega BARCLAYS PLC $6,424,600 0.14% 140,000
Mega Legal & General Group Plc $6,403,902 0.14% 139,549
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,259,396 0.14% 136,400
Mid GSA CAPITAL PARTNERS LLP $6,215,433 0.14% 135,442
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $6,111,905 0.14% 133,186
Mega ALLIANCEBERNSTEIN L.P. $5,929,033 0.13% 129,201
Large Retirement Systems of Alabama Pension $5,837,391 0.13% 127,204
Mega AMERIPRISE FINANCIAL INC $5,702,061 0.13% 124,255
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $5,480,321 0.12% 119,423
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $5,030,140 0.11% 109,613
Mid South Dakota Investment Council $5,025,413 0.11% 109,510
Large Rafferty Asset Management, LLC $4,841,899 0.11% 105,511
Mid Jump Financial, LLC $4,708,314 0.10% 102,600
Key facts CIK 1569650 CUSIP 06417N103 13F (30d) 13 filings 11 filers Visit website Investor relations

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