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 3.36% 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	56.95%	12.58%	30.47%

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	6.73M	6.13%	$309.15M
State street	6.08M	5.49%	$316.51M
Vanguard capital management	4.73M	4.28%	$246.57M
Charles schwab investment management	4.10M	3.71%	$213.77M
Sixth street partners management company	4.10M	3.71%	$213.77M
American century companies	3.67M	3.32%	$191.40M
Geode capital management	3.52M	3.20%	$177.81M

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	3.74%	$3.75M
Fairholme capital management	921.25K	3.22%	$47.99M
Weybosset research & management	240.03K	3.18%	$11.03M
Nitor capital management	101.52K	3.13%	$4.67M
Van berkom & associates	1.42M	2.33%	$65.28M
Qsv equity investors	32.83K	2.23%	$1.51M
Giverny capital	1.20M	2.10%	$62.41M
Horrell capital management	77.40K	1.88%	$3.56M
Belleair asset management	35.80K	1.39%	$1.65M

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
Jupiter asset management	897.71K	0.19%	897.71K
Goldman sachs group	1.58M	0.01%	639.72K

Top Sellers

Holder	Shares	% Assets	Change
1832 asset management	26.47K	0.00%	-1.62M
Wasatch advisors lp	3.35M	1.14%	-1.35M
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	3.64M	3.36%	-
Avantis US Small Cap Value ETF	3.45M	3.19%	7.22K
Vanguard Morn Total Stk Mkt Idx Investor	3.38M	3.09%	24.85K
Vanguard Total Stock Mkt Idx Inv	3.38M	3.09%	24.85K
Vanguard MStar Total Stk Mkt Idx Invest	3.28M	3.01%	-95.15K
Vanguard US Total Market Shares ETF	3.39M	2.98%	-189.43K
Schwab US Dividend Equity ETF™	2.89M	2.67%	2.56K
Vanguard Small Cap Index	2.36M	2.16%	-89.39K
DFA U.S. Small Cap Value I	2.17M	2.00%	627.38K
First Trust SMID Cp Rising Div Achv ETF	2.01M	1.85%	-

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 97.79%, followed by 6.83% insiders and -4.62% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 56.95%, which Bank OZK exceeds.

Who owns the most shares of Bank OZK?

Bank OZK’s largest shareholders are Vanguard group (11.08M shares, 10.04%), Blackrock funding, inc. /de (10.74M shares, 9.71%), and Blackrock (9.99M shares, 8.80%). Together, they hold 28.55% 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?

Twin lions management is Bank OZK’s biggest shareholder by percentage of total assets invested, with 19.82% of its assets in 485.16K Bank OZK shares, valued at 25.27M$.

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 3.36% of its total shares outstanding invested in 3.64M Bank OZK shares.

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