Bank OZK Ownership | Who Owns Bank OZK?

Bank OZK Ownership Summary

Bank OZK is owned by 93.88% institutional investors, 6.58% insiders. Vanguard group is the largest institutional shareholder, holding 9.95% of OZK shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.05% of its assets in Bank OZK shares.

OZK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank OZK	93.88%	6.58%	-0.45%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	54.07%	12.53%	33.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.23M	9.95%	$572.74M
Blackrock funding, inc. /de	9.99M	8.85%	$509.48M
Blackrock	9.99M	8.80%	$409.64M
State street	6.62M	5.83%	$271.49M
Dimensional fund advisors lp	6.46M	5.72%	$329.45M
Wasatch advisors lp	5.51M	4.88%	$259.45M
Charles schwab investment management	4.48M	3.97%	$228.40M
Wellington management group llp	2.99M	2.63%	$133.29M
First trust advisors lp	2.81M	2.49%	$143.16M
Aqr capital management	2.81M	2.47%	$125.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Awh capital	88.60K	4.86%	$4.17M
Villanova investment management	125.78K	4.44%	$6.41M
Weybosset research & management	240.50K	3.96%	$12.26M
Fairholme capital management	916.75K	3.52%	$43.14M
Van berkom & associates	1.82M	2.68%	$92.70M
Senvest management	1.58M	2.49%	$74.43M
Qsv equity investors	50.64K	2.48%	$2.38M
Horrell capital management	100.93K	2.17%	$5.15M
Giverny capital	1.26M	2.03%	$59.25M
Berkley w r	703.00K	1.74%	$33.08M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.19M	0.01%	1.19M
Aqr capital management	2.81M	0.16%	314.49K
Senvest management	1.58M	2.49%	310.71K
Fairholme capital management	916.75K	3.52%	285.15K
Mackenzie financial	788.82K	0.05%	222.16K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	5.51M	1.36%	-1.72M
Wellington management group llp	2.99M	0.02%	-1.23M
Captrust financial advisors	1.08M	0.11%	-726.77K
Cubist systematic strategies	42.35K	0.01%	-379.46K
Raymond james & associates	236.85K	0.01%	-378.63K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.19M	0.01%	1.19M	$53.11M
Hodges capital management	107.70K	0.47%	107.70K	$5.49M
Bridgewater associates, lp	105.53K	0.02%	105.53K	$5.38M
Graham capital management	90.78K	0.06%	90.78K	$4.27M
Nomura	87.74K	0.01%	87.74K	$3.91M

Sold Out

Holder	Change
Stephens consulting	-1.00
Mendota financial group	-1.00
Psi advisors	-3.00
New millennium group	-4.00
Tfo-tdc	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	459	1.32%	104,017,023	3.84%	91	1.18%	219	-1.79%	163	3.16%
Jun 30, 2024	451	1.35%	100,155,878	1.30%	88	1.16%	221	4.25%	158	8.97%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.44M	3.05%	-
Vanguard Total Stock Mkt Idx Inv	3.38M	3.00%	-101.18K
Vanguard US Total Market Shares ETF	3.39M	2.98%	-189.43K
Schwab US Dividend Equity ETF™	3.01M	2.67%	627.00
Vanguard Small Cap Index	2.62M	2.32%	-18.30K
Avantis US Small Cap Value ETF	2.23M	1.98%	-
Van Berkom Sm-Cap Eq	1.97M	1.74%	1.97M
Vanguard Small Cap Value Index Inv	1.68M	1.50%	4.70K
Wasatch Core Growth	1.59M	1.41%	-763.52K
DFA US Small Cap Value I	1.56M	1.39%	-

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 93.88%, followed by 6.58% insiders and -0.46% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 54.07%, which Bank OZK exceeds.

Who owns the most shares of Bank OZK?

Bank OZK’s largest shareholders are Vanguard group (11.23M shares, 9.95%), Blackrock funding, inc. /de (9.99M shares, 8.85%), and Blackrock (9.99M shares, 8.80%). Together, they hold 27.60% of Bank OZK’s total shares outstanding.

Does Blackrock own Bank OZK?

Yes, BlackRock owns 8.80% of Bank OZK, totaling 9.99M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 409.64M$. In the last quarter, BlackRock increased its holdings by 21.71K shares, a 0.22% change.

Who is Bank OZK’s biggest shareholder by percentage of total assets invested?

Awh capital is Bank OZK’s biggest shareholder by percentage of total assets invested, with 4.86% of its assets in 88.6K Bank OZK shares, valued at 4.17M$.

Who is the top mutual fund holder of Bank OZK shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Bank OZK shares, with 3.05% of its total shares outstanding invested in 3.44M Bank OZK shares.

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