Oakworth Cap Inc - cs (OAKC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / cs
Symbol
OAKC
Price per share
$38.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
398,584
Total reported value
$12,901,145
% of total 13F portfolios
0%
Share change
+200,885
Value change
+$6,502,145
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding 398,584 shares of Oakworth Cap Inc - cs (OAKC).

Institutional Holders of Oakworth Cap Inc - cs (OAKC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 197,699 $7,611,000 $38.50 1
2025 Q3 398,584 $12,901,145 +$6,502,145 $32.37 2
2025 Q2 197,699 $6,192,000 $31.32 1
2025 Q1 197,699 $6,287,000 $31.80 1
2024 Q4 197,699 $6,247,000 $31.60 1
2024 Q3 197,699 $5,783,000 $0 $29.25 1
2024 Q2 197,699 $5,288,000 $0 $26.75 1
2024 Q1 197,699 $5,585,000 $0 $28.25 1
2023 Q4 197,699 $5,832,000 +$250,568 $29.50 1
2023 Q3 189,205 $5,771,000 $0 $30.50 1
2023 Q2 189,205 $6,244,000 $0 $33.00 1
2023 Q1 189,205 $7,568,000 +$7,567,992 $40.00 1