Bank OZK Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 11.08 M | $510.02 M | -1.35% | 10.04% |
| BLACKROCK, INC. | 02/12/2026 | 10.11 M | $465.13 M | 1.13% | 9.16% |
| WASATCH ADVISORS LP | 02/12/2026 | 6.95 M | $319.62 M | -6.62% | 6.29% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 6.59 M | $303.14 M | 1.93% | 5.97% |
| STATE STREET CORP | 02/13/2026 | 6.56 M | $301.71 M | 9.10% | 5.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 4.55 M | $209.58 M | 1.65% | 4.13% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 3.05 M | $140.41 M | 11.21% | 2.76% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 2.90 M | $133.53 M | 3.33% | 2.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.15 M | $98.81 M | 1.37% | 1.94% |
| VAN BERKOM & ASSOCIATES INC. | 02/02/2026 | 1.87 M | $86.03 M | 2.80% | 1.69% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 1.63 M | $75.04 M | 21,165.58% | 1.48% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.58 M | $72.84 M | -19.97% | 1.43% |
| MORGAN STANLEY | 02/13/2026 | 1.47 M | $67.56 M | -14.61% | 1.33% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.38 M | $63.33 M | -26.06% | 1.25% |
| NORGES BANK | 02/10/2026 | 1.30 M | $59.81 M | 100.00% | 1.18% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.27 M | $58.29 M | 259.52% | 1.15% |
| GIVERNY CAPITAL INC. | 02/13/2026 | 1.26 M | $58.17 M | 0.17% | 1.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.25 M | $57.43 M | -42.89% | 1.13% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.17 M | $54.00 M | 11.29% | 1.06% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.08 M | $49.66 M | 20.06% | 0.98% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.05 M | $48.55 M | -2.49% | 0.96% |
| NORTHERN TRUST CORP | 02/17/2026 | 938.96 K | $43.21 M | -4.42% | 0.85% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 925.95 K | $43.01 M | 17.38% | 0.84% |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 02/17/2026 | 913.65 K | $42.05 M | -0.22% | 0.83% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 870.60 K | $40.06 M | 35.71% | 0.79% |
| CITIGROUP INC | 02/13/2026 | 768.60 K | $35.37 M | 64.01% | 0.70% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 740.53 K | $34.08 M | 6.10% | 0.67% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 723.08 K | $33.28 M | 8.00% | 0.66% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 658.57 K | $30.31 M | 2.30% | 0.60% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 656.35 K | $30.21 M | -30.71% | 0.59% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 651.69 K | $29.99 M | 27.73% | 0.59% |
| INVESCO LTD. | 02/19/2026 | 651.09 K | $29.96 M | 17.00% | 0.59% |
| NEWPORT TRUST CO | 02/06/2026 | 625.41 K | $28.78 M | 5.51% | 0.57% |
| SEI INVESTMENTS CO | 02/13/2026 | 605.05 K | $27.84 M | 2.44% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 582.02 K | $26.78 M | -15.02% | 0.53% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 551.41 K | $25.38 M | 1,287.50% | 0.50% |
| UBS GROUP AG | 01/29/2026 | 531.84 K | $24.48 M | 13.45% | 0.48% |
| NOMURA HOLDINGS INC | 02/17/2026 | 500.00 K | $23.01 M | 0.00% | 0.45% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 483.78 K | $22.26 M | -0.35% | 0.44% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 469.00 K | $21.58 M | -0.24% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 440.30 K | $20.26 M | 44.84% | 0.40% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 433.58 K | $19.95 M | -11.99% | 0.39% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 429.99 K | $19.79 M | -21.73% | 0.39% |
| LPL FINANCIAL LLC | 02/11/2026 | 410.83 K | $18.91 M | 2.63% | 0.37% |
| TWIN LIONS MANAGEMENT LLC | 02/17/2026 | 398.66 K | $18.35 M | 34.68% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 367.88 K | $16.93 M | 5.00% | 0.33% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 362.72 K | $16.69 M | -33.55% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 352.58 K | $16.23 M | -3.53% | 0.32% |
| JPMORGAN CHASE & CO | 02/11/2026 | 352.10 K | $16.20 M | 23.17% | 0.32% |
| HODGES CAPITAL MANAGEMENT INC. | 02/11/2026 | 335.85 K | $15.46 M | 211.83% | 0.30% |
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Bank OZK institutional Ownership - FAQ's
During the previous two years, 692 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 6.13 M
Bank of New York Mellon Corp: 1.14 M
ProShare Advisors LLC: 537,823
UBS Group AG: 456,080
Allspring Global Investments Holdings, LLC: 385,709
CABOT WEALTH MANAGEMENT INC: 294,843
94.82% of Bank OZK stock is owned by institutional investors.
Institutional investors have bought a total of 121.04 M shares in the last 24 months. This purchase volume represents approximately $5.42 B in transactions.