Who owns 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-Q1 13F filings. 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
101 tracked funds added or opened OZK while 113 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 500 tracked filers holding OZK, 252 increased or opened the position and 256 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 2025-Q4 and 2026-Q1 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 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$246M
- VANGUARD CAPITAL MANAGEMENT LLC$215M
- VANGUARD FIDUCIARY TRUST CO$30M
- ALGEBRIS (UK) LTD$9M
- Caisse de depot et placement du Quebec$5M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
Full exits 34
- VANGUARD GROUP INC$502M
- FULLER & THALER ASSET MANAGEMENT, INC.$22M
- Brandywine Global Investment Management, LLC$11M
- Philadelphia Financial Management of San Francisco, LLC$9M
- VIRGINIA RETIREMENT SYSTEMS ET Al$8M
- TWO SIGMA ADVISERS, LP$6M
Largest adds
- CAPTRUST FINANCIAL ADVISORS$58M
- GEODE CAPITAL MANAGEMENT, LLC$56M
- TWO SIGMA INVESTMENTS, LP$24M
- GOLDMAN SACHS GROUP INC$23M
- AMERICAN CENTURY COMPANIES INC$14M
- Quantinno Capital Management LP$12M
Largest trims
- WASATCH ADVISORS LP$38M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33M
- WELLINGTON MANAGEMENT GROUP LLP$27M
- CITIGROUP INC$24M
- STATE STREET CORP$20M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,871,579 | $453M | 9.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 6,625,660 | $304M | 6.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 6,138,146 | $282M | 5.6% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 6,126,398 | $281M | 5.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,354,952 | $246M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,685,406 | $215M | 4.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,844,037 | $176M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,173,790 | $155M | 3.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,360,951 | $154M | 3.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,036,101 | $139M | 2.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 2,320,896 | $106M | 2.1% | 2026-Q1 |
| Van Berkom & Associates Inc. trimmed | 1,724,400 | $79M | 1.6% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,643,325 | $75M | 1.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,597,755 | $73M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,372,457 | $63M | 1.3% | 2026-Q1 |
| NORGES BANK added | 1,348,810 | $59M | 1.2% | 2026-Q1 |
| Giverny Capital Inc. trimmed | 1,231,059 | $56M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,153,905 | $53M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,138,158 | $52M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,029,665 | $47M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 955,898 | $44M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 935,593 | $43M | 0.9% | 2026-Q1 |
| Quantinno Capital Management LP added | 929,888 | $43M | 0.8% | 2026-Q1 |
| FAIRHOLME CAPITAL MANAGEMENT LLC added | 921,252 | $42M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 918,897 | $42M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 909,588 | $42M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 882,827 | $41M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 864,098 | $40M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 774,253 | $36M | 0.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 696,638 | $32M | 0.6% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 677,345 | $31M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 669,114 | $31M | 0.6% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 666,722 | $31M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 646,696 | $30M | 0.6% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 611,396 | $28M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 609,694 | $28M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 588,185 | $27M | 0.5% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 568,791 | $26M | 0.5% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 537,823 | $25M | 0.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 503,800 | $23M | 0.5% | 2026-Q1 |
| Twin Lions Management LLC added | 485,160 | $22M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 456,080 | $21M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 447,283 | $21M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 397,078 | $18M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 385,709 | $18M | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 359,950 | $17M | 0.3% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 335,432 | $15M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 332,255 | $15M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 325,459 | $15M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 309,929 | $14M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 299,305 | $14M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 304,207 | $14M | 0.3% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 294,843 | $14M | 0.3% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 288,058 | $13M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP added | 283,220 | $13M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 275,689 | $13M | 0.3% | 2026-Q1 |
| Quantbot Technologies LP added | 273,225 | $13M | 0.2% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 271,587 | $12M | 0.2% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 259,593 | $12M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 259,115 | $12M | 0.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 259,053 | $12M | 0.2% | 2026-Q1 |
| Hodges Capital Management Inc. trimmed | 251,576 | $12M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 250,845 | $12M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 246,419 | $11M | 0.2% | 2026-Q1 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC added | 239,387 | $11M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 238,965 | $11M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 232,331 | $11M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 231,654 | $11M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 226,064 | $10M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 221,554 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 212,733 | $10M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 211,270 | $10M | 0.2% | 2026-Q1 |
| ALGEBRIS (UK) LTD new | 206,053 | $9M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 203,186 | $9M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 185,440 | $9M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 178,360 | $8M | 0.2% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 178,282 | $8M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 165,073 | $8M | 0.2% | 2026-Q1 |
| Numerai GP LLC trimmed | 162,114 | $7M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 163,143 | $7M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 160,641 | $7M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 147,980 | $7M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 146,462 | $7M | 0.1% | 2026-Q1 |
| QV Investors Inc. trimmed | 145,370 | $7M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 142,136 | $7M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 141,959 | $7M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP | 140,614 | $6M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 139,549 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,900,991 | $502M | 10.0% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 1,658,271 | $85M | 1.7% | 2025-Q3 stale |
| BERKLEY W R CORP | 703,000 | $36M | 0.7% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 483,778 | $22M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 233,419 | $12M | 0.2% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC added | 260,000 | $11M | 0.2% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 230,916 | $11M | 0.2% | 2025-Q4 stale |
| Philadelphia Financial Management of San Francisco, LLC new | 189,226 | $9M | 0.2% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 178,034 | $8M | 0.2% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 150,040 | $8M | 0.2% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 137,240 | $7M | 0.1% | 2025-Q3 stale |
| Artemis Investment Management LLP trimmed | 133,732 | $7M | 0.1% | 2025-Q3 stale |
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.