OZK Institutional Ownership & Shareholders
BANK OZK (OZK) is currently held by 514 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.27B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of OZK tracked by InsiderSet, reporting ownership valued at approximately $559.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $558.02M, representing an estimated loss of -0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed OZK value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, State Street Corp, and several other long-term asset managers with concentrated positions in BANK OZK (OZK).
This page ranks the largest institutional OZK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
514
Total Reported Value
$5.27B
Largest Holder
Blackrock, Inc.
Largest Position
$559.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 10,739,401 | $559,415,376 | $558,019,276 | -$1,396,100 | -0.25% | |
| Dimensional Fund Advisors Lp | 0.06% | 6,681,155 | $348,018,992 | $347,152,814 | -$866,178 | -0.25% | |
| State Street Corp | 0.01% | 6,076,462 | $316,513,239 | $315,732,966 | -$780,273 | -0.25% | |
| Vanguard Portfolio Management Llc | 0.01% | 5,199,115 | $270,821,900 | $270,146,015 | -$675,885 | -0.25% | |
| Vanguard Capital Management Llc | 0.01% | 4,733,512 | $246,568,640 | $245,953,284 | -$615,356 | -0.25% | |
| Charles Schwab Investment Management Inc | 0.03% | 4,103,828 | $213,768,401 | $213,234,903 | -$533,498 | -0.25% | |
| American Century Companies Inc | 0.08% | 3,674,397 | $191,399,392 | $190,921,668 | -$477,724 | -0.25% | |
| Geode Capital Management, Llc | 0.01% | 3,282,071 | $183,977,594 | $170,536,409 | -$13,441,185 | -7.31% | |
| Aqr Capital Management Llc | 0.06% | 3,274,181 | $169,569,835 | $170,126,445 | +$556,610 | +0.33% | |
| First Trust Advisors Lp | 0.09% | 3,037,125 | $158,203,853 | $157,809,015 | -$394,838 | -0.25% | |
| Wasatch Advisors Lp | 1.14% | 3,345,235 | $153,747,001 | $173,818,411 | +$20,071,410 | +13.05% | |
| Captrust Financial Advisors | 0.21% | 2,570,708 | $133,908,162 | $133,573,988 | -$334,174 | -0.25% | |
| Van Berkom & Associates Inc. | 2.69% | 1,604,567 | $83,582,000 | $83,373,301 | -$208,699 | -0.25% | |
| Goldman Sachs Group Inc | 0.01% | 1,575,317 | $82,058,274 | $81,853,471 | -$204,803 | -0.25% | |
| Norges Bank | 0.01% | 1,570,873 | $81,826,775 | $81,622,561 | -$204,214 | -0.25% | |
| Two Sigma Investments, Lp | 0.05% | 1,330,867 | $69,324,862 | $69,151,849 | -$173,013 | -0.25% | |
| Quantinno Capital Management Lp | 0.08% | 1,327,775 | $69,163,833 | $68,991,189 | -$172,644 | -0.25% | |
| Bank Of New York Mellon Corp | 0.01% | 1,217,324 | $63,410,394 | $63,252,155 | -$158,239 | -0.25% | |
| Giverny Capital | Francois Rochon | 2.10% | 1,198,116 | $62,409,862 | $62,254,107 | -$155,755 | -0.25% |
| D. E. Shaw & Co., Inc. | 0.04% | 1,165,435 | $60,707,510 | $60,556,003 | -$151,507 | -0.25% | |
| Morgan Stanley | 0.00% | 1,120,435 | $58,363,543 | $58,217,803 | -$145,740 | -0.25% | |
| Invesco Ltd. | 0.00% | 1,005,215 | $52,361,649 | $52,230,971 | -$130,678 | -0.25% | |
| Northern Trust Corp | 0.01% | 955,993 | $49,797,675 | $49,673,396 | -$124,279 | -0.25% | |
| Millennium Management Llc | 0.03% | 932,160 | $48,556,214 | $48,435,034 | -$121,180 | -0.25% | |
| Fairholme Capital Management | Bruce Berkowitz | 3.22% | 921,252 | $47,988,026 | $47,868,254 | -$119,772 | -0.25% |
| Arrowstreet Capital, Limited Partnership | 0.02% | 860,817 | $44,839,958 | $44,728,051 | -$111,907 | -0.25% | |
| Tudor Investment Corp Et Al | 0.17% | 810,073 | $42,196,703 | $42,091,393 | -$105,310 | -0.25% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 781,897 | $40,729,015 | $40,627,368 | -$101,647 | -0.25% |
| Kennedy Capital Management Llc | 0.61% | 660,025 | $34,380,724 | $34,294,899 | -$85,825 | -0.25% | |
| Bank Of America Corp | 0.00% | 656,898 | $34,217,804 | $34,132,420 | -$85,384 | -0.25% | |
| Vanguard Fiduciary Trust Co | 0.01% | 652,319 | $33,979,297 | $33,894,495 | -$84,802 | -0.25% | |
| Voloridge Investment Management, Llc | 0.14% | 609,347 | $31,740,885 | $31,661,670 | -$79,215 | -0.25% | |
| Newport Trust Company, Llc | 0.07% | 592,739 | $30,875,794 | $30,798,718 | -$77,076 | -0.25% | |
| Ubs Group Ag | 0.00% | 545,546 | $28,417,492 | $28,346,570 | -$70,922 | -0.25% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 521,909 | $27,582,891 | $27,118,392 | -$464,499 | -1.68% | |
| Sei Investments Co | 0.02% | 518,824 | $27,025,583 | $26,958,095 | -$67,488 | -0.25% | |
| Lsv Asset Management | 0.05% | 499,100 | $25,998,000 | $25,933,236 | -$64,764 | -0.25% | |
| Twin Lions Management Llc | 19.82% | 485,160 | $25,271,984 | $25,208,914 | -$63,070 | -0.25% | |
| Proshare Advisors Llc | 0.04% | 534,796 | $24,579,224 | $27,788,000 | +$3,208,776 | +13.05% | |
| Wellington Management Group Llp | 0.00% | 470,333 | $24,499,646 | $24,438,503 | -$61,143 | -0.25% | |
| Citigroup Inc | 0.01% | 458,513 | $23,883,941 | $23,824,335 | -$59,606 | -0.25% | |
| Lpl Financial Llc | 0.01% | 451,390 | $23,512,898 | $23,454,224 | -$58,674 | -0.25% | |
| Citadel Advisors Llc | 0.01% | 440,728 | $22,957,522 | $22,900,227 | -$57,295 | -0.25% | |
| Hrt Financial Lp | 0.04% | 435,761 | $22,698,000 | $22,642,142 | -$55,858 | -0.25% | |
| Raymond James Financial Inc | 0.00% | 341,754 | $17,802,000 | $17,757,538 | -$44,462 | -0.25% | |
| Treasurer Of The State Of North Carolina | 0.05% | 335,972 | $17,501,000 | $17,457,105 | -$43,895 | -0.25% | |
| Algert Global Llc | 0.20% | 319,312 | $16,632,962 | $16,591,452 | -$41,510 | -0.25% | |
| Rhumbline Advisers | 0.01% | 303,917 | $15,830,983 | $15,791,527 | -$39,456 | -0.25% | |
| Jpmorgan Chase & Co | 0.00% | 289,468 | $15,180,149 | $15,040,757 | -$139,392 | -0.92% | |
| Cabot Wealth Management Inc | 1.53% | 289,305 | $15,069,891 | $15,032,288 | -$37,603 | -0.25% |
Frequently asked questions about OZK
Who are the largest institutional holders of OZK?
The largest institutional holders of OZK reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, State Street Corp, Vanguard Portfolio Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported OZK position.
What is OZK institutional ownership?
This page tracks OZK positions reported by institutional investment managers through SEC Form 13F. BANK OZK (OZK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OZK?
InsiderSet currently tracks 514 institutional managers reporting OZK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OZK shareholders.
How much OZK stock do institutions own?
Institutional investment managers disclosed approximately $5.27B in OZK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OZK institutional ownership last updated?
The latest OZK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OZK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OZK position after the reporting date.
Are institutions buying or selling OZK?
Institutional buying and selling can be analyzed by comparing OZK positions across consecutive 13F reporting periods. InsiderSet's OZK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OZK ownership changes.
How has OZK institutional ownership changed over time?
InsiderSet tracks OZK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.