BANK OZK (OZK) Top Institutional Shareholders
BANK OZK (OZK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.51B in OZK holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of OZK tracked by InsiderSet, reporting ownership valued at approximately $501.87M in its March 31, 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 $535.88M, representing an estimated gain of +6.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
489
Total Reported Value
$4.51B
Largest Holder
Blackrock, Inc.
Largest Position
$501.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
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% | 10,936,359 | $501,869,525 | $535,881,591 | +$34,012,066 | +6.78% | |
| Dimensional Fund Advisors Lp | 0.06% | 6,625,660 | $304,045,134 | $324,657,340 | +$20,612,206 | +6.78% | |
| State Street Corp | 0.01% | 6,138,146 | $281,679,520 | $300,769,154 | +$19,089,634 | +6.78% | |
| Wasatch Advisors Lp | 1.87% | 6,126,398 | $281,140,381 | $300,193,502 | +$19,053,121 | +6.78% | |
| Vanguard Portfolio Management Llc | 0.01% | 5,354,952 | $245,738,747 | $262,392,648 | +$16,653,901 | +6.78% | |
| Vanguard Capital Management Llc | 0.01% | 4,685,406 | $215,013,281 | $229,584,894 | +$14,571,613 | +6.78% | |
| Charles Schwab Investment Management Inc | 0.03% | 3,844,037 | $176,402,858 | $188,357,813 | +$11,954,955 | +6.78% | |
| Geode Capital Management, Llc | 0.01% | 3,173,790 | $154,581,295 | $155,515,710 | +$934,415 | +0.60% | |
| American Century Companies Inc | 0.08% | 3,360,951 | $154,234,081 | $164,686,599 | +$10,452,518 | +6.78% | |
| First Trust Advisors Lp | 0.10% | 3,036,101 | $139,326,677 | $148,768,949 | +$9,442,272 | +6.78% | |
| Captrust Financial Advisors | 0.19% | 2,320,896 | $106,498,524 | $113,723,904 | +$7,225,380 | +6.78% | |
| 1832 Asset Management L.P. | 0.10% | 1,643,325 | $75,412,184 | $80,522,925 | +$5,110,741 | +6.78% | |
| Aqr Capital Management Llc | 0.03% | 1,609,583 | $73,300,405 | $78,869,567 | +$5,569,162 | +7.60% | |
| Morgan Stanley | 0.00% | 1,372,457 | $62,982,070 | $67,250,393 | +$4,268,323 | +6.78% | |
| Giverny Capital | Francois Rochon | 2.07% | 1,231,059 | $56,493,298 | $60,321,891 | +$3,828,593 | +6.78% |
| Citadel Advisors Llc | 0.04% | 1,153,905 | $52,952,700 | $56,541,345 | +$3,588,645 | +6.78% | |
| Bank Of New York Mellon Corp | 0.01% | 1,138,158 | $52,230,069 | $55,769,742 | +$3,539,673 | +6.78% | |
| D. E. Shaw & Co., Inc. | 0.04% | 1,029,665 | $47,251,327 | $50,453,585 | +$3,202,258 | +6.78% | |
| Invesco Ltd. | 0.01% | 983,115 | $45,115,147 | $48,172,635 | +$3,057,488 | +6.78% | |
| Northern Trust Corp | 0.01% | 955,898 | $43,866,159 | $46,839,002 | +$2,972,843 | +6.78% | |
| Goldman Sachs Group Inc | 0.01% | 935,593 | $42,934,371 | $45,844,057 | +$2,909,686 | +6.78% | |
| Quantinno Capital Management Lp | 0.07% | 929,888 | $42,672,596 | $45,564,512 | +$2,891,916 | +6.78% | |
| Fairholme Capital Management | Bruce Berkowitz | 2.79% | 921,252 | $42,276,263 | $45,141,348 | +$2,865,085 | +6.78% |
| Renaissance Technologies LLC | Jim Simons | 0.07% | 918,897 | $42,168,183 | $45,025,953 | +$2,857,770 | +6.78% |
| Millennium Management Llc | 0.03% | 909,588 | $41,740,993 | $44,569,812 | +$2,828,819 | +6.78% | |
| Two Sigma Investments, Lp | 0.03% | 882,827 | $40,512,931 | $43,258,523 | +$2,745,592 | +6.78% | |
| Bank Of America Corp | 0.00% | 774,253 | $35,530,485 | $37,938,397 | +$2,407,912 | +6.78% | |
| Wellington Management Group Llp | 0.01% | 721,487 | $33,109,038 | $35,352,863 | +$2,243,825 | +6.78% | |
| Voloridge Investment Management, Llc | 0.13% | 696,638 | $31,968,718 | $34,135,262 | +$2,166,544 | +6.78% | |
| Kennedy Capital Management Llc | 0.66% | 677,345 | $31,083,341 | $33,189,905 | +$2,106,564 | +6.78% | |
| Tudor Investment Corp Et Al | 0.16% | 666,722 | $30,595,873 | $32,669,378 | +$2,073,505 | +6.78% | |
| Vanguard Fiduciary Trust Co | 0.01% | 646,696 | $29,676,879 | $31,688,104 | +$2,011,225 | +6.78% | |
| Newport Trust Company, Llc | 0.07% | 611,396 | $28,056,990 | $29,958,404 | +$1,901,414 | +6.78% | |
| Sei Investments Co | 0.03% | 609,694 | $27,978,788 | $29,875,006 | +$1,896,218 | +6.78% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 588,185 | $26,991,810 | $28,821,065 | +$1,829,255 | +6.78% | |
| Mackenzie Financial Corp | 0.03% | 568,791 | $26,101,819 | $27,870,759 | +$1,768,940 | +6.78% | |
| Proshare Advisors Llc | 0.04% | 537,823 | $24,680,697 | $26,353,327 | +$1,672,630 | +6.78% | |
| Twin Lions Management Llc | 13.45% | 485,160 | $22,263,992 | $23,772,840 | +$1,508,848 | +6.78% | |
| Ubs Group Ag | 0.00% | 456,080 | $20,929,511 | $22,347,920 | +$1,418,409 | +6.78% | |
| Lpl Financial Llc | 0.01% | 447,283 | $20,525,810 | $21,916,867 | +$1,391,057 | +6.78% | |
| Victory Capital Management Inc | 0.01% | 397,078 | $18,221,909 | $19,456,822 | +$1,234,913 | +6.78% | |
| Allspring Global Investments Holdings, Llc | 0.03% | 385,709 | $17,808,184 | $18,899,741 | +$1,091,557 | +6.13% | |
| Raymond James Financial Inc | 0.00% | 332,255 | $15,247,175 | $16,280,495 | +$1,033,320 | +6.78% | |
| Rhumbline Advisers | 0.01% | 325,459 | $14,935,257 | $15,947,491 | +$1,012,234 | +6.78% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 309,929 | $14,222,642 | $15,186,521 | +$963,879 | +6.78% | |
| Franklin Resources Inc | 0.00% | 299,305 | $13,735,106 | $14,665,945 | +$930,839 | +6.78% | |
| Cabot Wealth Management Inc | 1.56% | 294,843 | $13,530,353 | $14,447,307 | +$916,954 | +6.78% | |
| Earnest Partners Llc | 0.05% | 288,058 | $13,218,982 | $14,114,842 | +$895,860 | +6.78% | |
| Bridgewater Associates, Lp | 0.06% | 283,220 | $12,996,966 | $13,877,780 | +$880,814 | +6.78% | |
| Public Sector Pension Investment Board | 0.04% | 275,689 | $12,651,368 | $13,508,761 | +$857,393 | +6.78% |
Frequently asked questions about OZK
Who owns the most OZK stock?
The largest holders of OZK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BANK OZK (OZK).
Is OZK widely held by superinvestors?
Many widely followed stocks like OZK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OZK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.