Bank OZK Ownership | Who Owns Bank OZK?
Bank OZK Ownership Summary
Bank OZK is owned by 97.79% institutional investors, 6.83% insiders. Vanguard group is the largest institutional shareholder, holding 10.04% of OZK shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Bank OZK shares.
OZK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank OZK | 97.79% | 6.83% | -4.62% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.08M | 10.04% | $510.02M |
| Blackrock funding, inc. /de | 10.74M | 9.71% | $559.42M |
| Blackrock | 9.99M | 8.80% | $409.64M |
| Dimensional fund advisors lp | 6.68M | 6.04% | $348.02M |
| State street | 6.08M | 5.49% | $316.51M |
| Vanguard capital management | 4.73M | 4.28% | $246.57M |
| Wasatch advisors lp | 4.70M | 4.24% | $244.58M |
| Sixth street partners management company | 4.10M | 3.71% | $213.77M |
| Charles schwab investment management | 4.10M | 3.71% | $213.77M |
| American century companies | 3.67M | 3.32% | $191.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Twin lions management | 485.16K | 19.82% | $25.27M |
| Villanova investment management | 81.61K | 4.03% | $4.25M |
| Weybosset research & management | 242.27K | 3.31% | $12.62M |
| Fairholme capital management | 921.25K | 3.22% | $47.99M |
| Van berkom & associates | 1.60M | 2.69% | $83.58M |
| Nitor capital management | 72.09K | 2.54% | $3.76M |
| Qsv equity investors | 32.83K | 2.23% | $1.51M |
| Giverny capital | 1.20M | 2.10% | $62.41M |
| Horrell capital management | 80.87K | 1.93% | $4.21M |
| Wasatch advisors lp | 4.70M | 1.60% | $244.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 4.10M | 0.03% | 4.10M |
| Aqr capital management | 3.27M | 0.06% | 1.66M |
| Norges bank | 1.57M | 0.01% | 1.57M |
| Goldman sachs group | 1.58M | 0.01% | 639.72K |
| Two sigma investments, lp | 1.33M | 0.05% | 448.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 1832 asset management | 26.47K | 0.00% | -1.62M |
| Wasatch advisors lp | 4.70M | 1.60% | -1.43M |
| Citadel advisors | 440.73K | 0.00% | -713.18K |
| Berkley w r | - | - | -703.00K |
| Fuller & thaler asset management | - | - | -483.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 4.10M | 0.03% | 4.10M | $213.77M |
| Norges bank | 1.57M | 0.01% | 1.57M | $81.83M |
| Integrated wealth concepts | 158.51K | 0.04% | 158.51K | $8.26M |
| Axa investment managers | 150.04K | 0.02% | 150.04K | $7.65M |
| Nomura | 87.74K | 0.01% | 87.74K | $3.91M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Retirement wealth solutions | -1.00 |
| Mendota financial group | -1.00 |
| Stephens consulting | -1.00 |
| Curio wealth | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 537 | 4.68% | 108,191,744 | 5.36% | 97 | 1.13% | 278 | 9.88% | 168 | -5.62% |
| Mar 31, 2026 | 337 | -36.29% | 56,864,674 | -45.67% | 51 | 0.57% | 157 | -35.92% | 119 | -38.34% |
| Dec 31, 2025 | 366 | -32.60% | 74,302,123 | -29.32% | 67 | 0.78% | 161 | -44.29% | 137 | -16.97% |
| Sep 30, 2025 | 519 | 4.85% | 103,662,210 | -2.61% | 91 | 1.03% | 279 | 13.41% | 156 | -7.14% |
| Jun 30, 2025 | 485 | -3.58% | 105,997,083 | 0.87% | 93 | 1.10% | 241 | -6.59% | 165 | 5.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.51M | 3.22% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.38M | 3.10% | 6.99K |
| Vanguard Total Stock Mkt Idx Inv | 3.38M | 3.09% | 24.85K |
| Vanguard Morn Total Stk Mkt Idx Investor | 3.38M | 3.09% | 24.85K |
| Vanguard US Total Market Shares ETF | 3.39M | 2.98% | -189.43K |
| Avantis US Small Cap Value ETF | 3.25M | 2.98% | -1.56K |
| Schwab US Dividend Equity ETF™ | 2.70M | 2.48% | 6.88K |
| Vanguard Small Cap Index | 2.44M | 2.24% | 4.09K |
| First Trust SMID Cp Rising Div Achv ETF | 1.93M | 1.77% | - |
| Van Berkom Sm-Cap Eq | 1.57M | 1.44% | -119.83K |
OZK Ownership FAQ
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