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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Invesco Ltd., Citadel Advisors Llc, Goldman Sachs Group Inc, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+4,606+15.8%33,719$1.76MQ2 2026Oct 27, 2026
Envestnet Asset Management IncBuy+7,762+3.0%266,877$13.90MQ2 2026Sep 23, 2026
State Street CorpSell-61,684-1.0%6,076,462$316.51MQ2 2026Sep 22, 2026
Integrated Wealth Concepts LlcBuy+82,416—82,416$4.29MQ2 2026Sep 09, 2026
Palogic Value Management, L.P.Sell-9,954-26.5%27,546$1.43MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+308+0.4%74,759$3.89MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-3-0.5%572$29.80KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-713,177-61.8%440,728$22.96MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-90,135-39.9%135,929$7.08MQ2 2026Sep 02, 2026
Parrish Capital LlcSell-3,580-13.0%23,916$1.25MQ2 2026Sep 01, 2026
Cornerstone Financial Management LlcBuy+11—11$573.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+19,595+12.0%182,738$9.52MQ2 2026Aug 27, 2026
Giverny CapitalSell-32,943-2.7%1,198,116$62.41MQ2 2026Aug 26, 2026
California State Teachers Retirement SystemSell-11,303-8.5%121,883$6.35MQ2 2026Aug 24, 2026
Forefront Wealth Partners, LlcBuy+22+0.4%5,180$269.84KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+47,409+227.7%68,233$3.55MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+4,535—4,535$234.14KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+79,200—79,200$4.13MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-4,175-11.7%31,489$1.64MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcSell-3,575-15.4%19,620$1.02MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+3,225+5.4%62,902$3.28MQ2 2026Aug 17, 2026
Bank OzkSell-454-7.2%5,818$303.06KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-315-3.9%7,817$407.19KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+235+11.6%2,255$117.48KQ2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+1,664,598+103.4%3,274,181$169.57MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+1,005,215—1,005,215$52.36MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+639,724+68.4%1,575,317$82.06MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+448,040+50.8%1,330,867$69.32MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+270,688+164.0%435,761$22.70MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+259,791+6.8%4,103,828$213.77MQ2 2026Aug 14, 2026
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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.