Bank OZK Ownership | Who Owns Bank OZK?
Bank OZK Ownership Summary
Bank OZK is owned by 67.31% institutional investors, 6.57% insiders, and 26.12% retail investors. 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 3.21% of its assets in Bank OZK shares.
OZK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank OZK | 67.31% | 6.57% | 26.12% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.08M | 10.04% | $510.02M |
| Blackrock funding, inc. /de | 10.94M | 9.91% | $501.87M |
| Blackrock | 9.99M | 8.80% | $409.64M |
| Dimensional fund advisors lp | 6.63M | 6.00% | $304.05M |
| State street | 6.56M | 5.94% | $301.71B |
| Wasatch advisors lp | 6.13M | 5.55% | $281.14M |
| Charles schwab investment management | 3.84M | 3.48% | $176.40M |
| First trust advisors lp | 3.04M | 2.75% | $139.33M |
| Aqr capital management | 2.81M | 2.47% | $125.19M |
| American century companies | 2.74M | 2.43% | $139.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Twin lions management | 485.16K | 13.45% | $22.26M |
| Awh capital | 88.60K | 4.71% | $4.52M |
| Villanova investment management | 92.26K | 4.34% | $4.23M |
| Fairholme capital management | 915.65K | 3.77% | $46.68M |
| Weybosset research & management | 239.39K | 3.17% | $10.99M |
| Van berkom & associates | 1.72M | 2.61% | $79.13M |
| Nitor capital management | 70.77K | 2.50% | $3.25M |
| Qsv equity investors | 32.83K | 2.23% | $1.51M |
| Giverny capital | 1.26M | 2.05% | $64.33M |
| Horrell capital management | 89.60K | 1.87% | $4.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.30M | 0.01% | 1.30M |
| Captrust financial advisors | 2.32M | 0.19% | 1.27M |
| Blackrock funding, inc. /de | 10.94M | 0.01% | 829.32K |
| Vanguard fiduciary trust | 646.70K | 0.01% | 646.70K |
| State street | 6.56M | 0.01% | 546.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.19M | 0.02% | -893.31K |
| Wasatch advisors lp | 6.13M | 1.87% | -818.95K |
| Charles schwab investment management | 3.84M | 0.03% | -709.98K |
| Berkley w r | - | - | -703.00K |
| Citigroup | 250.84K | 0.00% | -517.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.30M | 0.01% | 1.30M | $59.81M |
| Vanguard fiduciary trust | 646.70K | 0.01% | 646.70K | $29.68M |
| Algebris (uk) | 206.05K | 0.68% | 206.05K | $9.44M |
| Axa investment managers | 150.04K | 0.02% | 150.04K | $7.65M |
| Bridgewater associates, lp | 105.53K | 0.02% | 105.53K | $5.38M |
Sold Out
| Holder | Change |
|---|---|
| Retirement wealth solutions | -1.00 |
| Tortoise investment management | -1.00 |
| Stephens consulting | -1.00 |
| Mendota financial group | -1.00 |
| Psi advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 498 | 0.40% | 104,799,600 | 0.00% | 92 | 1.08% | 254 | -2.31% | 156 | 1.96% |
| Dec 31, 2024 | 218 | -52.71% | 39,896,611 | -61.70% | 35 | 0.42% | 107 | -51.14% | 68 | -58.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.50M | 3.21% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.34M | 3.03% | 30.41K |
| Vanguard US Total Market Shares ETF | 3.39M | 2.98% | -189.43K |
| Avantis US Small Cap Value ETF | 2.92M | 2.68% | - |
| Vanguard Small Cap Index | 2.45M | 2.22% | 39.38K |
| Schwab US Dividend Equity ETF™ | 2.40M | 2.19% | 2.06K |
| First Trust SMID Cp Rising Div Achv ETF | 1.86M | 1.70% | 2.51K |
| Van Berkom Sm-Cap Eq | 1.69M | 1.53% | -144.46K |
| Wasatch Core Growth | 1.56M | 1.43% | -426.25K |
| Vanguard Small Cap Value Index Inv | 1.56M | 1.41% | 11.43K |
OZK Ownership FAQ
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