Bank OZK Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 10.94 M | $501.87 M | 8.21% | 9.91% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 6.63 M | $304.05 M | 0.59% | 6.00% |
| STATE STREET CORP | 05/15/2026 | 6.14 M | $281.68 M | -6.38% | 5.56% |
| WASATCH ADVISORS LP | 04/21/2026 | 6.13 M | $281.14 M | -11.79% | 5.55% |
| 05/08/2026 | 5.35 M | $245.74 M | 100.00% | 4.85% | |
| 05/15/2026 | 4.69 M | $215.01 M | 100.00% | 4.24% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 3.84 M | $176.40 M | -15.59% | 3.48% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 3.36 M | $154.23 M | 10.15% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.17 M | $154.58 M | 47.84% | 2.88% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 3.04 M | $139.33 M | 4.64% | 2.75% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 2.32 M | $106.50 M | 120.00% | 2.10% |
| VAN BERKOM & ASSOCIATES INC. | 05/14/2026 | 1.72 M | $79.13 M | -7.76% | 1.56% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 1.64 M | $75.41 M | 0.78% | 1.49% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.61 M | $73.30 M | 1.69% | 1.46% |
| MORGAN STANLEY | 05/15/2026 | 1.37 M | $62.98 M | -6.51% | 1.24% |
| GIVERNY CAPITAL INC. | 05/15/2026 | 1.23 M | $56.49 M | -2.61% | 1.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.15 M | $52.95 M | -8.90% | 1.05% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.14 M | $52.23 M | -3.01% | 1.03% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.03 M | $47.25 M | -25.18% | 0.93% |
| INVESCO LTD. | 05/12/2026 | 983.12 K | $45.12 M | 51.00% | 0.89% |
| NORTHERN TRUST CORP | 05/14/2026 | 955.90 K | $43.87 M | 1.80% | 0.87% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 935.59 K | $42.93 M | 115.78% | 0.85% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 929.89 K | $42.67 M | 41.68% | 0.84% |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 05/15/2026 | 921.25 K | $42.28 M | 0.83% | 0.83% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 918.90 K | $42.17 M | 5.55% | 0.83% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 909.59 K | $41.74 M | -15.71% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 882.83 K | $40.51 M | 143.39% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 774.25 K | $35.53 M | 33.03% | 0.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 721.49 K | $33.11 M | -42.19% | 0.65% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 696.64 K | $31.97 M | 6.90% | 0.63% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 677.35 K | $31.08 M | -8.53% | 0.61% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 666.72 K | $30.60 M | 55.06% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 646.70 K | $29.68 M | 100.00% | 0.59% |
| NEWPORT TRUST CO | 05/14/2026 | 611.40 K | $28.06 M | -2.24% | 0.55% |
| SEI INVESTMENTS CO | 05/13/2026 | 609.69 K | $27.98 M | 0.77% | 0.55% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 588.19 K | $26.99 M | -10.69% | 0.53% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 568.79 K | $26.10 M | -38.57% | 0.52% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 537.82 K | $24.68 M | -25.62% | 0.49% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 503.80 K | $23.12 M | 7.42% | 0.46% |
| TWIN LIONS MANAGEMENT LLC | 05/15/2026 | 485.16 K | $22.26 M | 21.70% | 0.44% |
| UBS GROUP AG | 05/05/2026 | 456.08 K | $20.93 M | -14.25% | 0.41% |
| LPL FINANCIAL LLC | 05/06/2026 | 447.28 K | $20.53 M | 8.87% | 0.41% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 397.08 K | $18.22 M | 7.94% | 0.36% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 385.71 K | $17.81 M | 35.69% | 0.35% |
| ALGERT GLOBAL LLC | 05/14/2026 | 359.95 K | $16.52 M | 31.29% | 0.33% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 05/14/2026 | 335.43 K | $15.39 M | 9.53% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 332.26 K | $15.25 M | -5.76% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 325.46 K | $14.94 M | 0.52% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 309.93 K | $14.22 M | 3.57% | 0.28% |
| JPMORGAN CHASE & CO | 05/13/2026 | 304.21 K | $13.62 M | -13.60% | 0.28% |
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Bank OZK institutional Ownership - FAQ's
During the previous two years, 658 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were:
BlackRock, Inc.: 10.94 M
DIMENSIONAL FUND ADVISORS LP: 6.63 M
STATE STREET CORP: 6.14 M
WASATCH ADVISORS LP: 6.13 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3.84 M
AMERICAN CENTURY COMPANIES INC: 3.36 M
93.02% of Bank OZK stock is owned by institutional investors.
Institutional investors have bought a total of 121.28 M shares in the last 24 months. This purchase volume represents approximately $5.43 B in transactions.