BANK OZK (OZK) Institutional Ownership Changes & 13F Activity
BANK OZK (OZK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Charles Schwab Investment Management Inc, Aqr Capital Management Llc, Goldman Sachs Group Inc, and Two Sigma Investments, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parrish Capital Llc | Buy | +814 | +3.4% | 24,730 | $1.14M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -266,877 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -6,076,462 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Integrated Wealth Concepts Llc | Sell | -82,416 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -74,759 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Sell | -27,546 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -572 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -440,728 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -135,929 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -11 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -182,738 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Giverny Capital | Sell | -1,198,116 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| California State Teachers Retirement System | Sell | -121,883 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Forefront Wealth Partners, Llc | Sell | -5,180 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -68,233 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -63,200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Sell | -4,535 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -79,200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -62,902 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -31,489 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Sell | -19,620 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -7,817 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Ozk | Sell | -5,818 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -2,255 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -3 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Sell | -4,103,828 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -3,274,181 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,575,317 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -1,330,867 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -1,165,435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about OZK activity
Which institutional owners are buying OZK?
Institutional owners buying OZK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OZK activity?
"Buy" means an investor increased their reported position in OZK compared to the prior reporting period. This reflects growing exposure to BANK OZK (OZK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OZK increasing?
Institutional interest in OZK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related OZK Institutional Insights
- OZK Overview
- OZK 13F Institutional Holders
- OZK Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- OZK Insider Trading & SEC Form 4 Activity
- OZK Articles
- Top Institutional Investor Stock Rankings