Who owns Bank OZK (OZK)
Which tracked institutional funds hold OZK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OZK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
150 tracked funds added or opened OZK while 82 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OZK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OZK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OZK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 489 tracked filers holding OZK, 265 increased or opened the position and 252 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OZK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Trexquant Investment LP$12M
- Fideuram Asset Management (Ireland) dac$12M
- Integrated Wealth Concepts LLC$8M
- Jefferies Financial Group Inc.$4M
- HUSSMAN STRATEGIC ADVISORS, INC.$3M
- CAPITAL FUND MANAGEMENT S.A.$3M
Full exits 41
- Van Berkom & Associates Inc.$79M
- LSV ASSET MANAGEMENT$23M
- Treasurer of the State of North Carolina$15M
- ALGEBRIS (UK) LTD$9M
- HRT FINANCIAL LP$8M
- QV Investors Inc.$7M
Largest adds
- BlackRock, Inc.$106M
- AQR CAPITAL MANAGEMENT LLC$97M
- DIMENSIONAL FUND ADVISORS LP$44M
- GOLDMAN SACHS GROUP INC$39M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37M
- AMERICAN CENTURY COMPANIES INC$37M
Largest trims
- 1832 Asset Management L.P.$74M
- WASATCH ADVISORS LP$37M
- CITADEL ADVISORS LLC$30M
- MACKENZIE FINANCIAL CORP$9M
- JANE STREET GROUP, LLC$8M
- Edgestream Partners, L.P.$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,739,401 | $559M | 11.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,681,155 | $348M | 7.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,076,462 | $317M | 6.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,199,115 | $271M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,733,512 | $247M | 5.0% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 4,695,376 | $245M | 5.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,103,828 | $214M | 4.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,674,397 | $191M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,282,071 | $184M | 3.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,274,181 | $170M | 3.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 3,037,125 | $158M | 3.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 2,570,708 | $134M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,575,317 | $82M | 1.7% | 2026-Q2 |
| NORGES BANK added | 1,570,873 | $82M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,330,867 | $69M | 1.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,327,775 | $69M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,217,324 | $63M | 1.3% | 2026-Q2 |
| Giverny Capital Inc. trimmed | 1,198,116 | $62M | 1.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,165,435 | $61M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,120,435 | $58M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 1,005,215 | $52M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 955,993 | $50M | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 932,160 | $49M | 1.0% | 2026-Q2 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 921,252 | $48M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 860,817 | $45M | 0.9% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 810,073 | $42M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 781,897 | $41M | 0.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 660,025 | $34M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 656,898 | $34M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 652,319 | $34M | 0.7% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 609,347 | $32M | 0.6% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 592,739 | $31M | 0.6% | 2026-Q2 |
| UBS Group AG added | 545,546 | $28M | 0.6% | 2026-Q2 |
| ProShare Advisors LLC added | 545,129 | $28M | 0.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 521,909 | $28M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 518,824 | $27M | 0.5% | 2026-Q2 |
| Twin Lions Management LLC | 485,160 | $25M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 470,333 | $24M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 458,513 | $24M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 451,390 | $24M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 440,728 | $23M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 341,754 | $18M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 327,434 | $17M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 323,129 | $17M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 319,312 | $17M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 303,917 | $16M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 297,669 | $16M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 289,468 | $15M | 0.3% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 289,305 | $15M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 287,790 | $15M | 0.3% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 287,583 | $15M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 281,488 | $15M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 278,961 | $15M | 0.3% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 269,495 | $14M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 268,064 | $14M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 266,877 | $14M | 0.3% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 259,433 | $14M | 0.3% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 254,180 | $13M | 0.3% | 2026-Q2 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC added | 242,266 | $13M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 241,930 | $13M | 0.3% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 240,786 | $12M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 239,299 | $12M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 237,875 | $12M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 233,693 | $12M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 231,583 | $12M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 226,299 | $12M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 225,892 | $10M | 0.2% | 2026-Q2 |
| Hodges Capital Management Inc. trimmed | 222,823 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 210,433 | $11M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 210,162 | $11M | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 203,437 | $11M | 0.2% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 190,934 | $10M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 186,858 | $10M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 184,930 | $10M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 174,690 | $9M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 169,505 | $9M | 0.2% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 163,780 | $9M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 160,379 | $8M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 159,249 | $7M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 158,506 | $8M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 151,117 | $8M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP | 140,614 | $7M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 138,823 | $7M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 137,863 | $7M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 135,322 | $7M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 131,906 | $7M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 123,981 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 121,883 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 114,604 | $6M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 110,354 | $6M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 106,894 | $6M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 106,743 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 106,645 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 106,571 | $6M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 106,134 | $6M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 102,567 | $5M | 0.1% | 2026-Q2 |
| TCW GROUP INC added | 101,277 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 98,539 | $5M | 0.1% | 2026-Q2 |
| FIL Ltd added | 89,169 | $5M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 89,047 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.