Bank OZK Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 11.50 M | $512.18 M | 0.19% | 10.12% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 10.36 M | $461.13 M | -0.58% | 9.11% |
WASATCH ADVISORS LP | 02/13/2025 | 7.10 M | $316.28 M | 19.32% | 6.25% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 6.61 M | $294.42 M | -1.56% | 5.82% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 4.13 M | $183.91 M | 4.78% | 3.63% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 2.99 M | $133.29 M | -29.13% | 2.63% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 2.95 M | $131.16 M | 30.41% | 2.59% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 2.81 M | $125.19 M | 12.60% | 2.47% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 2.18 M | $96.94 M | 12.32% | 1.92% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.04 M | $90.80 M | 0.77% | 1.79% |
JARISLOWSKY, FRASER LTD | 02/14/2025 | 1.85 M | $81.28 M | -6.91% | 1.63% |
VAN BERKOM & ASSOCIATES INC. | 02/03/2025 | 1.84 M | $82.05 M | -10.23% | 1.62% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 1.79 M | $79.54 M | 5.14% | 1.57% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.46 M | $65.19 M | 10.79% | 1.29% |
GIVERNY CAPITAL INC. | 02/13/2025 | 1.21 M | $53.99 M | 1.26% | 1.07% |
NORGES BANK | 02/12/2025 | 1.19 M | $53.11 M | 100.00% | 1.05% |
D. E. SHAW & CO., INC. | 02/14/2025 | 1.10 M | $49.20 M | -7.32% | 0.97% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.10 M | $49.16 M | 0.14% | 0.97% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 961,967 | $42.84 M | -4.78% | 0.85% |
PROSHARE ADVISORS LLC | 02/14/2025 | 753,854 | $33.57 M | 6.92% | 0.66% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 735,780 | $32.76 M | -28.91% | 0.65% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 729,362 | $32.48 M | -14.93% | 0.64% |
DIAMOND HILL CAPITAL MANAGEMENT INC | 02/10/2025 | 669,074 | $29.79 M | -34.09% | 0.59% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 666,594 | $29.68 M | -30.81% | 0.59% |
NEWPORT TRUST CO | 02/13/2025 | 652,841 | $29.07 M | -0.24% | 0.57% |
FAIRHOLME CAPITAL MANAGEMENT LLC | 02/14/2025 | 643,402 | $28.65 M | -1.49% | 0.57% |
SENVEST MANAGEMENT, LLC | 02/13/2025 | 639,059 | $28.46 M | 23.17% | 0.56% |
INVESCO LTD. | 02/13/2025 | 573,572 | $25.54 M | 6.35% | 0.50% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 543,097 | $24.18 M | 0.56% | 0.48% |
SEI INVESTMENTS CO | 02/11/2025 | 533,166 | $23.74 M | 24.10% | 0.47% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 518,112 | $23.07 M | -0.09% | 0.46% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 509,888 | $22.71 M | -54.25% | 0.45% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 507,974 | $22.62 M | -2.25% | 0.45% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 503,367 | $22.41 M | 1.22% | 0.44% |
BERKLEY W R CORP | 02/14/2025 | 500,800 | $22.30 M | -16.64% | 0.44% |
LSV ASSET MANAGEMENT | 02/13/2025 | 500,640 | $22.29 M | 0.76% | 0.44% |
FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 486,428 | $21.66 M | -0.14% | 0.43% |
CITIGROUP INC | 02/12/2025 | 416,721 | $18.56 M | 43.31% | 0.37% |
UBS GROUP AG | 02/14/2025 | 352,880 | $15.71 M | 39.54% | 0.31% |
RHUMBLINE ADVISERS | 01/30/2025 | 342,417 | $15.25 M | 1.64% | 0.30% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 325,300 | $14.49 M | -29.04% | 0.29% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 323,073 | $14.39 M | 8.33% | 0.28% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 321,758 | $14.33 M | 3.17% | 0.28% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 316,120 | $14.08 M | 100.00% | 0.28% |
JANE STREET GROUP, LLC | 02/14/2025 | 313,226 | $13.95 M | 180.36% | 0.28% |
ALGERT GLOBAL LLC | 02/14/2025 | 309,388 | $13.78 M | 8.73% | 0.27% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 309,000 | $13.76 M | -14.21% | 0.27% |
CABOT WEALTH MANAGEMENT INC | 02/04/2025 | 295,300 | $13.15 M | 1.12% | 0.26% |
RICE HALL JAMES & ASSOCIATES, LLC | 01/31/2025 | 287,016 | $12.78 M | -7.22% | 0.25% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 268,156 | $11.94 M | -4.39% | 0.24% |
Bank OZK institutional Ownership - FAQ's
During the previous two years, 567 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were:
VANGUARD GROUP INC: 11.5 M
BlackRock Funding, Inc. /DE: 10.36 M
WASATCH ADVISORS LP: 7.1 M
DIMENSIONAL FUND ADVISORS LP: 6.61 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4.13 M
WELLINGTON MANAGEMENT GROUP LLP: 2.99 M
92.18% of Bank OZK stock is owned by institutional investors.
Institutional investors have bought a total of 109.71 M shares in the last 24 months. This purchase volume represents approximately $4.84 B in transactions.