Bank OZK - COM (OZK)

Historical Holders from Q1 2016 to Q4 2025

Type / Class
Equity / COM
Symbol
OZK on Nasdaq
Shares outstanding
112,691,606
Price per share
$46.02
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
105,120,894
Total reported value
$5,359,216,941
% of total 13F portfolios
0.01%
Share change
-1,461,147
Value change
-$61,237,164
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
519
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Bank OZK - COM (OZK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WASATCH ADVISORS LP 6.6% +34% $379,171,193 +$98,105,249 7,437,646 +35% Wasatch Advisors LP 30 Sep 2025
As of 30 Sep 2025, Bank OZK - COM (OZK) has 519 institutional shareholders filing 13F forms. They hold 105,120,894 shares. of 112,691,606 outstanding shares (93%) .

Top 25 institutional shareholders own 66% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 11,234,679 -0.76% 0.01% $572,743,936
BlackRock, Inc. 8.9% 9,993,762 -0.55% 0.01% $509,481,984
WASATCH ADVISORS LP 6.6% 7,437,646 +35% 2% $379,171,193
DIMENSIONAL FUND ADVISORS LP 5.7% 6,462,377 +0.22% 0.07% $329,453,111
STATE STREET CORP 5.3% 6,009,320 -7.2% 0.01% $306,355,134
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4% 4,480,094 +1.7% 0.04% $228,395,192
FIRST TRUST ADVISORS LP 2.5% 2,808,166 +0.62% 0.11% $143,160,287
AMERICAN CENTURY COMPANIES INC 2.4% 2,743,655 +4.3% 0.07% $139,871,563
WELLINGTON MANAGEMENT GROUP LLP 1.9% 2,185,334 -29% 0.02% $111,408,328
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,117,704 +3.6% 0.01% $107,978,546
AQR CAPITAL MANAGEMENT LLC 1.8% 1,977,960 -18% 0.06% $100,836,404
D. E. Shaw & Co., Inc. 1.7% 1,861,304 +11% 0.08% $94,889,277
Van Berkom & Associates Inc. 1.6% 1,818,447 +0.71% 2.7% $92,704,000
MORGAN STANLEY 1.5% 1,719,170 +57% 0.01% $87,643,407
JARISLOWSKY, FRASER Ltd 1.5% 1,658,271 -8% 0.46% $84,538,655
Giverny Capital Inc. 1.1% 1,261,960 +0.24% 2.2% $64,334,721
CAPTRUST FINANCIAL ADVISORS 0.96% 1,081,907 +0.01% 0.11% $55,155,600
Bank of New York Mellon Corp 0.94% 1,054,425 -2.1% 0.01% $53,754,598
NORTHERN TRUST CORP 0.87% 982,368 -0.63% 0.01% $50,081,120
Quantinno Capital Management LP 0.84% 947,209 +70% 0.13% $48,288,744
FAIRHOLME CAPITAL MANAGEMENT LLC 0.81% 915,652 -0.12% 3.8% $46,679,949
MILLENNIUM MANAGEMENT LLC 0.8% 898,784 -22% 0.04% $45,820,008
MACKENZIE FINANCIAL CORP 0.7% 788,819 +39% 0.05% $40,213,993
BERKLEY W R CORP 0.62% 703,000 0% 2.3% $35,838,940
KENNEDY CAPITAL MANAGEMENT LLC 0.62% 697,939 -8.4% 0.79% $35,580,935

Institutional Holders of Bank OZK - COM (OZK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 551,344 $25,490,999 +$1,792,721 4,602.08% 15
2025 Q3 105,120,894 $5,359,216,941 -$61,237,164 5,098% 519
2025 Q2 106,405,343 $5,009,756,126 +$63,981,811 4,706% 472
2025 Q1 105,068,977 $4,562,519,985 +$9,441,650 4,345% 475
2024 Q4 104,806,100 $4,665,685,843 +$20,691,078 4,453% 463
2024 Q3 104,099,202 $4,473,280,311 +$137,454,083 4,299% 436
2024 Q2 100,155,614 $4,105,527,534 +$51,953,429 4,100% 431
2024 Q1 98,476,190 $4,476,422,512 +$33,254,952 4,546% 424
2023 Q4 1,722,253 $85,819,867 -$6,741,434 4,983% 3
2023 Q3 100,566,860 $3,728,055,779 -$213,724,626 3,707% 376
2023 Q2 104,785,066 $4,205,528,020 +$76,292,041 4,016% 349
2023 Q1 103,251,608 $3,530,835,805 +$204,342,941 3,420% 376
2022 Q4 98,789,428 $3,958,037,197 +$86,298,746 4,006% 388
2022 Q3 94,918,751 $3,755,092,230 -$91,536,733 3,956% 327
2022 Q2 97,083,270 $3,643,948,297 -$14,329,531 3,753.01% 336
2022 Q1 99,038,164 $4,229,852,711 -$40,321,332 4,270% 353
2021 Q4 100,286,761 $4,665,182,956 -$115,073,120 4,653.01% 346
2021 Q3 102,673,345 $4,412,997,835 -$127,644,339 4,297.99% 338
2021 Q2 105,308,911 $4,439,224,563 -$7,623,933 4,215.97% 333
2021 Q1 105,889,830 $4,324,483,526 -$169,710,315 4,084.92% 341
2020 Q4 108,934,254 $3,406,466,384 -$11,491,063 3,127% 296
2020 Q3 111,077,778 $2,368,719,952 -$15,662,285 2,132% 275
2020 Q2 111,923,457 $2,626,379,930 +$184,042,906 2,346.99% 276
2020 Q1 107,669,194 $1,798,207,324 -$27,977,422 1,670% 267
2019 Q4 107,998,191 $3,294,857,765 +$70,376,367 3,050.46% 322
2019 Q3 104,008,468 $2,836,001,460 -$46,405,268 2,726.99% 295
2019 Q2 105,086,933 $3,159,850,873 +$52,861,884 3,009% 316
2019 Q1 107,109,521 $3,103,006,946 -$117,568,513 2,898% 319
2018 Q4 111,965,804 $2,555,248,627 -$86,837,456 2,282.98% 289
2018 Q3 109,439,801 $4,154,415,302 +$4,051,648,406 3,795.96% 310
2018 Q2 2,643,688 $119,069,000 +$119,068,964 4,504.17% 15
2016 Q1 400 $12,000 $0 3,000% 1