Bank OZK Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 10.74 M | $559.42 M | -1.80% | 9.79% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 6.68 M | $348.02 M | 0.84% | 6.09% |
| STATE STREET CORP | 08/07/2026 | 6.08 M | $316.51 M | -1.00% | 5.54% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 5.20 M | $270.82 M | -2.91% | 4.74% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.73 M | $246.57 M | 1.03% | 4.31% |
| WASATCH ADVISORS LP | 07/10/2026 | 4.70 M | $244.58 M | -23.36% | 4.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 4.10 M | $213.77 M | 6.76% | 3.74% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 4.10 M | $213.77 M | 100.00% | 3.74% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 3.67 M | $191.40 M | 9.33% | 3.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.28 M | $183.98 M | 3.41% | 2.99% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 3.27 M | $169.57 M | 103.42% | 2.98% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 3.04 M | $158.20 M | 0.03% | 2.77% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 2.57 M | $133.91 M | 10.76% | 2.34% |
| VAN BERKOM & ASSOCIATES INC. | 08/05/2026 | 1.60 M | $83.58 M | -6.95% | 1.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.58 M | $82.06 M | 68.38% | 1.44% |
| NORGES BANK | 08/12/2026 | 1.57 M | $81.83 M | 100.00% | 1.43% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.33 M | $69.32 M | 50.75% | 1.21% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 1.33 M | $69.16 M | 42.79% | 1.21% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.22 M | $63.41 M | 6.96% | 1.11% |
| GIVERNY CAPITAL INC. | 08/26/2026 | 1.20 M | $62.41 M | -2.68% | 1.09% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.17 M | $60.71 M | 13.19% | 1.06% |
| MORGAN STANLEY | 08/13/2026 | 1.12 M | $58.36 M | -18.36% | 1.02% |
| INVESCO LTD. | 08/14/2026 | 1.01 M | $52.36 M | 2.25% | 0.92% |
| NORTHERN TRUST CORP | 08/13/2026 | 955.99 K | $49.80 M | 0.01% | 0.87% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 932.16 K | $48.56 M | 2.48% | 0.85% |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 08/14/2026 | 921.25 K | $47.99 M | 0.00% | 0.84% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 860.82 K | $44.84 M | 46.35% | 0.78% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 810.07 K | $42.20 M | 21.50% | 0.74% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 781.90 K | $40.73 M | -14.91% | 0.71% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 660.03 K | $34.38 M | -2.56% | 0.60% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 656.90 K | $34.22 M | -15.16% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 652.32 K | $33.98 M | 0.87% | 0.59% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 609.35 K | $31.74 M | -12.53% | 0.56% |
| NEWPORT TRUST CO | 08/13/2026 | 592.74 K | $30.88 M | -3.05% | 0.54% |
| UBS GROUP AG | 08/13/2026 | 545.55 K | $28.42 M | 19.62% | 0.50% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 545.13 K | $28.40 M | 1.36% | 0.50% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 521.91 K | $27.58 M | 35.31% | 0.48% |
| SEI INVESTMENTS CO | 08/14/2026 | 518.82 K | $27.03 M | -14.90% | 0.47% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 499.10 K | $26.00 M | -0.93% | 0.46% |
| TWIN LIONS MANAGEMENT LLC | 08/14/2026 | 485.16 K | $25.27 M | 0.00% | 0.44% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 470.33 K | $24.50 M | -34.81% | 0.43% |
| CITIGROUP INC | 08/03/2026 | 458.51 K | $23.88 M | 82.79% | 0.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 451.39 K | $23.51 M | 0.92% | 0.41% |
| CITADEL ADVISORS LLC | 09/02/2026 | 440.73 K | $22.96 M | -61.81% | 0.40% |
| HRT FINANCIAL LP | 08/14/2026 | 435.76 K | $22.70 M | 163.98% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 341.75 K | $17.80 M | 2.86% | 0.31% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 08/14/2026 | 335.97 K | $17.50 M | 0.16% | 0.31% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 327.43 K | $17.06 M | 9.40% | 0.30% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 323.13 K | $16.83 M | -43.19% | 0.29% |
| ALGERT GLOBAL LLC | 08/13/2026 | 319.31 K | $16.63 M | -11.29% | 0.29% |
Bank OZK institutional Ownership - FAQ's
During the previous two years, 706 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were:
BlackRock, Inc.: 10.74 M
DIMENSIONAL FUND ADVISORS LP: 6.68 M
STATE STREET CORP: 6.08 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 5.2 M
VANGUARD CAPITAL MANAGEMENT LLC: 4.73 M
WASATCH ADVISORS LP: 4.7 M
98.80% of Bank OZK stock is owned by institutional investors.
Institutional investors have bought a total of 135.85 M shares in the last 24 months. This purchase volume represents approximately $6.08 B in transactions.