Bank OZK Ownership 2024 | Who Owns Bank OZK Now?
Institutional Ownership
88.03%
Insider Ownership
0.01%
Retail Ownership
11.97%
Institutional Holders
444.00
Bank OZK Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.42% | 0.01% | 11,830,298 | -83,101 | -0.70% | 485,042,218 | Jun 30, 2024 |
| BLACKROCK INC. | 8.80% | 0.01% | 9,991,181 | 21,714 | 0.22% | 409,638,427 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.87% | 0.07% | 6,670,219 | -106,603 | -1.57% | 273,473,148 | Jun 30, 2024 |
| STATE STREET CORP | 5.83% | 0.01% | 6,621,735 | -358,764 | -5.14% | 271,491,135,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.52% | 1.38% | 6,270,985 | -212,044 | -3.27% | 257,110,385 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.37% | 0.03% | 3,828,783 | 52,508 | 1.39% | 156,980,103 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.80% | 0.02% | 3,182,254 | 926,131 | 41.05% | 130,472,414 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 2.09% | 0.15% | 2,371,892 | 1,765,974 | 291.45% | 95,848,155 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.78% | 2.48% | 2,024,130 | 40,356 | 2.03% | 82,989,000 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 1.74% | 0.49% | 1,971,037 | 483,943 | 32.54% | 80,812,517 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.72% | 0.08% | 1,957,421 | 405,665 | 26.14% | 80,254,261 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.67% | 0.01% | 1,896,627 | 53,041 | 2.88% | 77,780,463 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.45% | 0.04% | 1,642,293 | 295,298 | 21.92% | 67,334,013 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.20% | 0.03% | 1,365,393 | 905,182 | 196.69% | 55,981,113 | Jun 30, 2024 |
| MORGAN STANLEY | 1.08% | 0.00% | 1,223,776 | 4,540 | 0.37% | 50,174,925 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.01% | 1,204,316 | -21,806 | -1.78% | 49,376,944 | Jun 30, 2024 |
| GIVERNY CAPITAL INC. | 1.05% | 2.07% | 1,194,539 | 29,429 | 2.53% | 48,976,099 | Jun 30, 2024 |
| NEWPORT TRUST CO | 1.01% | 0.12% | 1,147,350 | 22,819 | 2.03% | 47,041,373 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.94% | 0.41% | 1,064,278 | -39,060 | -3.54% | 43,635,398 | Jun 30, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0.93% | 0.18% | 1,052,337 | -11,194 | -1.05% | 43,145,817 | Jun 30, 2024 |
Bank OZK's largest institutional shareholder is VANGUARD GROUP INC, holding 10.42% of the company's total share outstanding, currently valued at $485.04M. The top 10 institutional shareholders own together 48.22% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 0.22% | 3.81% | 247,640 | -1,741 | -0.70% | 10,153,000 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.78% | 2.48% | 2,024,130 | 40,356 | 2.03% | 82,989,000 | Jun 30, 2024 |
| GIVERNY CAPITAL INC. | 1.05% | 2.07% | 1,194,539 | 29,429 | 2.53% | 48,976,099 | Jun 30, 2024 |
| QSV EQUITY INVESTORS LLC | 0.04% | 1.98% | 46,204 | 4,113 | 9.77% | 1,894,364 | Jun 30, 2024 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.48% | 1.62% | 548,550 | 224,050 | 69.04% | 22,490,550 | Jun 30, 2024 |
| CABOT WEALTH MANAGEMENT INC | 0.26% | 1.56% | 289,576 | -2,435 | -0.83% | 11,872,606 | Jun 30, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | 0.10% | 1.41% | 118,494 | 760 | 0.65% | 4,858,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.52% | 1.38% | 6,270,985 | -212,044 | -3.27% | 257,110,385 | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 0.02% | 1.12% | 19,762 | -1,526 | -7.17% | 810,000 | Jun 30, 2024 |
| BERKLEY W R CORP | 0.53% | 1.04% | 600,000 | 600,000 | 100.00% | 24,600,000 | Jun 30, 2024 |
| SAPIENCE INVESTMENTS, LLC | 0.04% | 0.99% | 47,190 | -13,864 | -22.71% | 1,934,790 | Jun 30, 2024 |
| REDMONT WEALTH ADVISORS LLC | 0.01% | 0.88% | 13,650 | -4,109 | -23.14% | 559,650 | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.03% | 0.84% | 29,011 | 29,011 | 100.00% | 1,189,451 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.28% | 0.79% | 322,889 | -22,536 | -6.52% | 13,238,449 | Jun 30, 2024 |
| QV INVESTORS INC. | 0.18% | 0.79% | 206,100 | -8,030 | -3.75% | 8,450,000 | Jun 30, 2024 |
| WATCHMAN GROUP, INC. | 0.05% | 0.76% | 57,876 | 57,876 | 100.00% | 2,372,916 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.08% | 0.73% | 90,328 | 90,328 | 100.00% | 3,703,000 | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.05% | 0.64% | 61,750 | 61,750 | 100.00% | 2,531,737 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.50% | 0.50% | 570,296 | 90,971 | 18.98% | 23,382,131 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 1.74% | 0.49% | 1,971,037 | 483,943 | 32.54% | 80,812,517 | Jun 30, 2024 |
The largest Bank OZK shareholder by % of total assets is WEYBOSSET RESEARCH & MANAGEMENT LLC. The company owns 247.64K shares of Bank OZK (OZK), representing 3.81% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 2.09% | 0.15% | 2,371,892 | 1,765,974 | 291.45% | 95,848,155 | Jun 30, 2024 |
| NORGES BANK | 0.86% | 0.01% | 977,991 | 977,991 | 100.00% | 40,097,631 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.80% | 0.02% | 3,182,254 | 926,131 | 41.05% | 130,472,414 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.20% | 0.03% | 1,365,393 | 905,182 | 196.69% | 55,981,113 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.86% | 0.04% | 980,358 | 812,464 | 483.91% | 40,194,678 | Jun 30, 2024 |
| BERKLEY W R CORP | 0.53% | 1.04% | 600,000 | 600,000 | 100.00% | 24,600,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.48% | 0.04% | 549,520 | 549,520 | 100.00% | 22,530,320 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 1.74% | 0.49% | 1,971,037 | 483,943 | 32.54% | 80,812,517 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.72% | 0.08% | 1,957,421 | 405,665 | 26.14% | 80,254,261 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.63% | 0.03% | 715,844 | 382,896 | 115.00% | 29,349,604 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.54% | 0.06% | 612,804 | 343,919 | 127.91% | 25,124,964 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.45% | 0.04% | 1,642,293 | 295,298 | 21.92% | 67,334,013 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.38% | 0.07% | 432,087 | 272,615 | 170.95% | 17,715,567 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.22% | 0.03% | 244,603 | 244,603 | 100.00% | 10,028,721 | Jun 30, 2024 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.48% | 1.62% | 548,550 | 224,050 | 69.04% | 22,490,550 | Jun 30, 2024 |
| INVESCO LTD. | 0.70% | 0.01% | 792,899 | 209,502 | 35.91% | 32,508,859 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.18% | 0.29% | 199,138 | 199,138 | 100.00% | 8,164,918 | Jun 30, 2024 |
| UBS GROUP AG | 0.24% | 0.00% | 273,173 | 177,701 | 186.13% | 11,200,093 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.25% | 0.03% | 283,200 | 156,400 | 123.34% | 11,611,200 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.14% | 0.01% | 161,732 | 140,754 | 670.96% | 6,629,000 | Jun 30, 2024 |
As of Jun 30 2024, Bank OZK's largest institutional buyer is AQR CAPITAL MANAGEMENT LLC. The company purchased 1.77M stocks of OZK, valued at $95.85M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.84% | 0.17% | 957,515 | -2,553,541 | -72.73% | 39,258,131 | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 0.01% | 0.01% | 8,666 | -1,688,090 | -99.49% | 355,303 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.31% | 0.01% | 356,293 | -1,615,272 | -81.93% | 14,608,016,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.26% | 0.00% | 298,670 | -1,212,176 | -80.23% | 12,245,470 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -466,905 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.81% | 0.03% | 922,646 | -403,137 | -30.41% | 37,828,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.21% | 0.01% | 236,849 | -378,632 | -61.52% | 9,710,797 | Jun 30, 2024 |
| STATE STREET CORP | 5.83% | 0.01% | 6,621,735 | -358,764 | -5.14% | 271,491,135,000 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.10% | 0.00% | 111,586 | -248,188 | -68.98% | 4,575,044 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | - | - | - | -234,200 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.06% | 0.00% | 71,589 | -217,363 | -75.22% | 2,935,147 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.52% | 1.38% | 6,270,985 | -212,044 | -3.27% | 257,110,385 | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.05% | 0.01% | 51,498 | -163,492 | -76.05% | 2,111,418 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.19% | 0.01% | 211,297 | -159,000 | -42.94% | 8,663,177 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -139,286 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.23% | 0.00% | 260,842 | -123,382 | -32.11% | 10,694,522 | Jun 30, 2024 |
| BANK OZK | - | - | - | -119,418 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.17% | 0.00% | 194,967 | -118,037 | -37.71% | 7,992,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 0.00% | 552,870 | -112,570 | -16.92% | 22,667,674 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.87% | 0.07% | 6,670,219 | -106,603 | -1.57% | 273,473,148 | Jun 30, 2024 |
As of Jun 30 2024, Bank OZK's biggest institutional seller is FULLER & THALER ASSET MANAGEMENT, INC.. The company sold -2.55M shares of OZK, valued at $39.26M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.86% | 0.01% | 977,991 | 977,991 | 100.00% | 40,097,631 | Jun 30, 2024 |
| BERKLEY W R CORP | 0.53% | 1.04% | 600,000 | 600,000 | 100.00% | 24,600,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.48% | 0.04% | 549,520 | 549,520 | 100.00% | 22,530,320 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.18% | 0.29% | 199,138 | 199,138 | 100.00% | 8,164,918 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.03% | 133,443 | 133,443 | 100.00% | 5,471,163 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.08% | 0.73% | 90,328 | 90,328 | 100.00% | 3,703,000 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.08% | 0.05% | 88,364 | 88,364 | 100.00% | 3,622,924 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.06% | 0.06% | 69,206 | 69,206 | 100.00% | 2,837,446 | Jun 30, 2024 |
| WATCHMAN GROUP, INC. | 0.05% | 0.76% | 57,876 | 57,876 | 100.00% | 2,372,916 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.04% | 0.02% | 42,061 | 42,061 | 100.00% | 1,724,501 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 31,140 | 31,140 | 100.00% | 1,276,740 | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.03% | 0.84% | 29,011 | 29,011 | 100.00% | 1,189,451 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.02% | 0.00% | 23,811 | 23,811 | 100.00% | 976,285 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 23,479 | 23,479 | 100.00% | 962,639 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.16% | 22,891 | 22,891 | 100.00% | 938,531 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.02% | 0.00% | 22,719 | 22,719 | 100.00% | 931,479 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.02% | 20,000 | 20,000 | 100.00% | 820,000 | Jun 30, 2024 |
| 0.02% | 0.05% | 19,848 | 19,848 | 100.00% | 813,768 | Jun 30, 2024 | |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.02% | 0.01% | 17,972 | 17,972 | 100.00% | 736,852 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.01% | 0.00% | 15,847 | 15,847 | 100.00% | 649,727 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.01% | 0.03% | 14,411 | 14,411 | 100.00% | 590,884 | Jun 30, 2024 |
| FOURTHSTONE LLC | 0.01% | 0.17% | 13,339 | 13,339 | 100.00% | 546,899 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 12,947 | 12,947 | 100.00% | 275,000 | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.01% | 0.00% | 9,799 | 9,799 | 100.00% | 401,769 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 9,600 | 9,600 | 100.00% | 393,600 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.03% | 9,541 | 9,541 | 100.00% | 391,000 | Jun 30, 2024 |
| OPPENHEIMER & CO INC | 0.01% | 0.01% | 9,142 | 9,142 | 100.00% | 374,822 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 8,964 | 8,964 | 100.00% | 367,501 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.00% | 8,698 | 8,698 | 100.00% | 356,618 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.01% | 7,071 | 7,071 | 100.00% | 289,911 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.01% | 0.00% | 6,386 | 6,386 | 100.00% | 261,826 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.01% | 0.01% | 6,160 | 6,160 | 100.00% | 252,560 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.01% | 0.01% | 6,157 | 6,157 | 100.00% | 277,373 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | 0.01% | 0.04% | 5,847 | 5,847 | 100.00% | 239,727 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.01% | 5,811 | 5,811 | 100.00% | 238,251 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 5,400 | 5,400 | 100.00% | 221,400 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.00% | 0.11% | 5,307 | 5,307 | 100.00% | 217,587 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.01% | 5,115 | 5,115 | 100.00% | 209,715 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.15% | 2,564 | 2,564 | 100.00% | 105,124 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 1,134 | 1,134 | 100.00% | 46,494 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.00% | 0.17% | 1,000 | 1,000 | 100.00% | 1,827,166 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | 0.00% | 0.01% | 802 | 802 | 100.00% | 32,882 | Jun 30, 2024 |
| ASSET MANAGEMENT ONE CO., LTD. | 0.00% | 0.00% | 554 | 554 | 100.00% | 22,714 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 421 | 421 | 100.00% | 17,261 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 320 | 320 | 100.00% | 13,111 | Jun 30, 2024 |
| SANDY SPRING BANK | 0.00% | 0.00% | 120 | 120 | 100.00% | 4,920 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 72 | 72 | 100.00% | 2,952 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 49 | 49 | 100.00% | 2,307 | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | 27 | 27 | 100.00% | 1,107 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | - | - | 25 | 25 | 100.00% | 1,025 | Jun 30, 2024 |
| JANICZEK WEALTH MANAGEMENT, LLC | - | 0.00% | 25 | 25 | 100.00% | 1,025 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 16 | 16 | 100.00% | 656 | Jun 30, 2024 |
Bank OZK's largest new institutional shareholder by number of shares is NORGES BANK, purchased 977.99K shares, valued at $40.10M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -466,905 | -100.00% | - | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | - | - | - | -234,200 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -139,286 | -100.00% | - | Jun 30, 2024 |
| BANK OZK | - | - | - | -119,418 | -100.00% | - | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | - | - | - | -94,452 | -100.00% | - | Jun 30, 2024 |
| ANSON FUNDS MANAGEMENT LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -28,690 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -20,419 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -19,100 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -18,985 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -17,193 | -100.00% | - | Jun 30, 2024 |
| WELCH & FORBES LLC | - | - | - | -15,400 | -100.00% | - | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | - | - | - | -13,509 | -100.00% | - | Jun 30, 2024 |
| DRW SECURITIES, LLC | - | - | - | -13,062 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -12,865 | -100.00% | - | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -12,359 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -10,590 | -100.00% | - | Jun 30, 2024 |
| BELVEDERE TRADING LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | - | - | - | -9,778 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | - | - | - | -8,576 | -100.00% | - | Jun 30, 2024 |
| PERSONAL CFO SOLUTIONS, LLC | - | - | - | -8,503 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -8,141 | -100.00% | - | Jun 30, 2024 |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC | - | - | - | -8,062 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -7,300 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -7,034 | -100.00% | - | Jun 30, 2024 |
| HB WEALTH MANAGEMENT, LLC | - | - | - | -6,607 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | - | - | -6,455 | -100.00% | - | Jun 30, 2024 |
| PARK AVENUE SECURITIES LLC | - | - | - | -6,051 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -5,627 | -100.00% | - | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | - | - | - | -5,582 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -5,497 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -5,439 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -5,136 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -5,022 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -4,949 | -100.00% | - | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -4,805 | -100.00% | - | Jun 30, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | - | - | - | -4,788 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -4,600 | -100.00% | - | Jun 30, 2024 |
| SHELTON CAPITAL MANAGEMENT | - | - | - | -4,532 | -100.00% | - | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | - | - | - | -625 | -100.00% | - | Jun 30, 2024 |
| CENTERPOINT ADVISORS, LLC | - | - | - | -443 | -100.00% | - | Jun 30, 2024 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | - | - | - | -396 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -367 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -269 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -240 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -129 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Bank OZK's largest sold out institutional shareholder by shares sold is QUBE RESEARCH & TECHNOLOGIES LTD, sold -0.47M shares, valued at -, as of undefined.
Bank OZK Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| WISCONSIN CAPITAL FUNDS INC | 10.92% | 2,985,000 | - | - | Mar 31, 2024 |
| Aspiration Funds | 1.78% | 65,633 | - | - | Mar 31, 2024 |
| THOMPSON IM FUNDS INC | 1.30% | 20,479,000 | - | - | Feb 29, 2024 |
| AGF Investments Trust | 1.26% | -23,901 | 3,066 | -11.37% | Mar 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 1.03% | 51,010 | 27,360 | 115.69% | Feb 29, 2024 |
| World Funds Trust | 0.74% | 416,269 | - | - | Jan 31, 2024 |
| Copeland Trust | 0.71% | 39,856 | 12,859 | 47.63% | Feb 29, 2024 |
| WASATCH FUNDS TRUST | 0.35% | 3,276,566 | -239,284 | -6.81% | Mar 31, 2024 |
| Capitol Series Trust | 0.33% | 3,312,537 | -1,302,790 | -28.23% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.27% | 63,885 | - | - | Mar 31, 2024 |
| AB RELATIVE VALUE FUND, INC. | 0.25% | 310,944 | 127,300 | 69.32% | Jan 31, 2024 |
| SEI Exchange Traded Funds | 0.22% | 3,122 | - | - | Dec 31, 2023 |
| Voya Global Advantage & Premium Opportunity Fund | 0.22% | 13,718 | - | - | Feb 29, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.22% | 860,242 | 7,261 | 0.85% | Mar 28, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.20% | 41,301 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.18% | 16,329 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.17% | 921,257 | 394,440 | 74.87% | Mar 31, 2024 |
| VELA Funds | 0.15% | 50,731 | - | - | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.15% | 65,062 | -4,539 | -6.52% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.14% | 75,093 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.09% | 11,689 | 1,763 | 17.76% | Dec 31, 2020 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.09% | 6,771 | 6,771 | - | Sep 30, 2022 |
| MERIDIAN FUND INC | 0.08% | 194,495 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.08% | 312,048 | -135,538 | -30.28% | Jan 31, 2024 |
| FAIRHOLME FUNDS INC | 0.07% | 200,400 | -81,300 | -28.86% | Feb 29, 2024 |
| Monteagle Funds | 0.06% | 2,600 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.06% | 47,209 | -13,511 | -22.25% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 444,200 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,569 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.05% | 10,156 | - | - | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.05% | 11,771 | -398 | -3.27% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 214,201 | -7,827 | -3.53% | Feb 29, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.04% | 204,498 | 140,890 | 221.50% | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.04% | 86,338 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 22,248 | -9,265 | -29.40% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.04% | 454,598 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES, INC. | 0.04% | 55,897 | - | - | Apr 30, 2021 |
| Absolute Shares Trust | 0.03% | 11,659 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.03% | 4,428 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 39,838 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 9,976,669 | -1,569,418 | -13.59% | Mar 31, 2024 |
| Tactical Investment Series Trust | 0.02% | 5,540 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.02% | 399,000 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.02% | 7,401 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.02% | 210,600 | - | - | Jan 31, 2024 |
| UBS INVESTMENT TRUST | 0.02% | 19,455 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 175,929 | 8,795 | 5.26% | Mar 31, 2024 |
| BlackRock ETF Trust | 0.02% | 14,861 | 1,062 | 7.70% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.02% | 186,689 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 40,500 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 3,400 | -7,200 | -67.92% | Jan 31, 2024 |
| DIAMOND HILL FUNDS | 0.01% | 674,453 | -109,785 | -14.00% | Dec 31, 2023 |
| ROYCE FUND | 0.01% | 88,719 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 19,249 | 2,908 | 17.80% | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 277 | -13 | -4.48% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,750 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 101,830 | - | - | Jan 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 56,695 | -14,585 | -20.46% | Mar 28, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 607,102 | 450 | 0.07% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 1,147,049 | 251,798 | 28.13% | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 30,949 | 496 | 1.63% | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 8,073 | - | - | Mar 31, 2022 |
| GPS Funds II | 0.01% | 87,460 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.01% | 19,310 | - | - | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 529 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 23,232 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 55,732 | - | - | Aug 31, 2023 |
| CENTAUR MUTUAL FUNDS TRUST | 0.01% | 1,000 | - | - | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 37,423 | -3,802 | -9.22% | Mar 31, 2020 |
| MFS SERIES TRUST I | 0.01% | 127,402 | - | - | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.01% | 103,644 | -964 | -0.92% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 33,129 | -36 | -0.11% | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 474,002 | -14,338 | -2.94% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 2,851,090 | -11,479 | -0.40% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.00% | 153 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 996,690 | 32,804 | 3.40% | Feb 29, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 2,486 | 748 | 43.04% | Sep 30, 2020 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 4,553,807 | 283,632 | 6.64% | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 134,026 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,783,639 | 63,815 | 3.71% | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 28,573 | -934 | -3.17% | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 8,595 | -42,619 | -83.22% | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 239,800 | - | - | Feb 29, 2024 |
| SEI Catholic Values Trust | 0.00% | 9,680 | - | - | Feb 29, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 154,583 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 3,638 | 9 | 0.25% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 141,544 | 5,485 | 4.03% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,590 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 4,976 | - | - | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,146 | -137 | -6.00% | Sep 30, 2023 |
| PFM Multi-Manager Series Trust | 0.00% | 2,400 | - | - | Dec 31, 2023 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 853 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 11,118 | - | - | Mar 28, 2024 |
| ETF Series Solutions | 0.00% | 58,702 | - | - | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 4,532 | - | - | Feb 29, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 51,144 | 19,114 | 59.68% | Mar 31, 2024 |
| UBS FUNDS | 0.00% | 11,998 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 616,721 | -218,409 | -26.15% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 122,281 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 69,863 | -4,938 | -6.60% | Mar 31, 2024 |
Bank OZK's largest mutual fund holder by % of total assets is "WISCONSIN CAPITAL FUNDS INC", owning 2.98M shares, compromising 10.92% of its total assets.
Bank OZK Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 444 | -0.22% |
| 31 Mar, 24 | 445 | 0.91% |
| 31 Dec, 23 | 441 | 8.35% |
| 30 Sep, 23 | 407 | 5.99% |
| 30 Jun, 23 | 384 | -7.69% |
| 31 Mar, 23 | 416 | 1.96% |
| 31 Dec, 22 | 408 | 15.25% |
| 30 Sep, 22 | 354 | -2.48% |
| 30 Jun, 22 | 363 | -2.68% |
| 31 Mar, 22 | 373 | 3.90% |
| 31 Dec, 21 | 359 | 0.56% |
| 30 Sep, 21 | 357 | 1.13% |
| 30 Jun, 21 | 353 | -1.94% |
| 31 Mar, 21 | 360 | 12.85% |
| 31 Dec, 20 | 319 | 7.41% |
| 30 Sep, 20 | 297 | -1.00% |
| 30 Jun, 20 | 300 | 0.67% |
| 31 Mar, 20 | 298 | -11.57% |
| 31 Dec, 19 | 337 | 6.98% |
| 30 Sep, 19 | 315 | -5.69% |
| 30 Jun, 19 | 334 | -0.60% |
| 31 Mar, 19 | 336 | 7.35% |
| 31 Dec, 18 | 313 | -7.12% |
| 30 Sep, 18 | 337 | 2006.25% |
| 30 Jun, 18 | 16 | - |
| 31 Mar, 16 | 1 | - |
As of 30 Jun 24, 444 institutions are holding Bank OZK's shares, representing a decrease of -0.22% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 99,964,136 | 1.10% |
| 31 Mar, 24 | 98,873,293 | 1.44% |
| 31 Dec, 23 | 97,472,296 | -3.11% |
| 30 Sep, 23 | 100,596,613 | -6.40% |
| 30 Jun, 23 | 107,478,934 | 2.51% |
| 31 Mar, 23 | 104,850,015 | 6.00% |
| 31 Dec, 22 | 98,916,052 | 2.25% |
| 30 Sep, 22 | 96,738,899 | -2.42% |
| 30 Jun, 22 | 99,134,026 | -0.47% |
| 31 Mar, 22 | 99,602,054 | -0.80% |
| 31 Dec, 21 | 100,403,613 | -2.24% |
| 30 Sep, 21 | 102,703,018 | -2.68% |
| 30 Jun, 21 | 105,530,605 | -0.39% |
| 31 Mar, 21 | 105,946,442 | -4.00% |
| 31 Dec, 20 | 110,366,183 | -0.58% |
| 30 Sep, 20 | 111,014,323 | -0.94% |
| 30 Jun, 20 | 112,065,353 | 3.52% |
| 31 Mar, 20 | 108,252,830 | 0.02% |
| 31 Dec, 19 | 108,228,810 | 2.18% |
| 30 Sep, 19 | 105,917,429 | -1.14% |
| 30 Jun, 19 | 107,138,374 | -0.06% |
| 31 Mar, 19 | 107,199,740 | -4.50% |
| 31 Dec, 18 | 112,250,057 | 2.43% |
| 30 Sep, 18 | 109,588,579 | 4045.23% |
| 30 Jun, 18 | 2,643,728 | - |
| 31 Mar, 16 | 400 | - |
Bank OZK (OZK) has 99.96M shares outstanding as of 30 Jun 24, up 1.10% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.03% | 1.16% |
| 31 Mar, 24 | 87.07% | 1.18% |
| 31 Dec, 23 | 86.03% | 1.09% |
| 30 Sep, 23 | 88.73% | 1.00% |
| 30 Jun, 23 | 94.24% | 1.18% |
| 31 Mar, 23 | 89.56% | 1.32% |
| 31 Dec, 22 | 82.24% | 1.23% |
| 30 Sep, 22 | 81.65% | 1.21% |
| 30 Jun, 22 | 82.31% | 1.29% |
| 31 Mar, 22 | 80.01% | 1.33% |
| 31 Dec, 21 | 77.59% | 1.23% |
| 30 Sep, 21 | 79.37% | 1.20% |
| 30 Jun, 21 | 81.35% | 1.22% |
| 31 Mar, 21 | 81.82% | 1.12% |
| 31 Dec, 20 | 85.34% | 1.16% |
| 30 Sep, 20 | 85.83% | 1.14% |
| 30 Jun, 20 | 86.64% | 1.23% |
| 31 Mar, 20 | 83.76% | 1.19% |
| 31 Dec, 19 | 83.95% | 1.24% |
| 30 Sep, 19 | 82.14% | 1.19% |
| 30 Jun, 19 | 83.08% | 1.20% |
| 31 Mar, 19 | 83.20% | 1.09% |
| 31 Dec, 18 | 87.28% | 1.20% |
| 30 Sep, 18 | 85.21% | 2016.98% |
| 30 Jun, 18 | 2.06% | - |
| 31 Mar, 16 | 0.00% | - |
As of 30 Jun 24, Bank OZK is held by 88.03% institutional shareholders, representing a 1.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 217 | 2.36% |
| 31 Mar, 24 | 212 | 0.47% |
| 31 Dec, 23 | 211 | 15.30% |
| 30 Sep, 23 | 183 | 5.78% |
| 30 Jun, 23 | 173 | -7.98% |
| 31 Mar, 23 | 188 | -15.70% |
| 31 Dec, 22 | 223 | 49.66% |
| 30 Sep, 22 | 149 | -8.02% |
| 30 Jun, 22 | 162 | -10.99% |
| 31 Mar, 22 | 182 | 18.18% |
| 31 Dec, 21 | 154 | -1.91% |
| 30 Sep, 21 | 157 | 1.29% |
| 30 Jun, 21 | 155 | -0.64% |
| 31 Mar, 21 | 156 | 2.63% |
| 31 Dec, 20 | 152 | 16.92% |
| 30 Sep, 20 | 130 | -14.47% |
| 30 Jun, 20 | 152 | 21.60% |
| 31 Mar, 20 | 125 | -26.90% |
| 31 Dec, 19 | 171 | 16.33% |
| 30 Sep, 19 | 147 | -10.91% |
| 30 Jun, 19 | 165 | -13.16% |
| 31 Mar, 19 | 190 | 7.95% |
| 31 Dec, 18 | 176 | -44.30% |
| 30 Sep, 18 | 316 | 1875.00% |
| 30 Jun, 18 | 16 | - |
| 31 Mar, 16 | 1 | - |
217 institutional shareholders have increased their position in OZK stock as of 30 Jun 24 compared to 212 in the previous quarter (a 2.36% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 156 | 7.59% |
| 31 Mar, 24 | 145 | -8.23% |
| 31 Dec, 23 | 158 | 11.27% |
| 30 Sep, 23 | 142 | -0.70% |
| 30 Jun, 23 | 143 | -9.49% |
| 31 Mar, 23 | 158 | 26.40% |
| 31 Dec, 22 | 125 | -16.11% |
| 30 Sep, 22 | 149 | 3.47% |
| 30 Jun, 22 | 144 | 15.20% |
| 31 Mar, 22 | 125 | -16.11% |
| 31 Dec, 21 | 149 | 19.20% |
| 30 Sep, 21 | 125 | -3.10% |
| 30 Jun, 21 | 129 | -7.86% |
| 31 Mar, 21 | 140 | 20.69% |
| 31 Dec, 20 | 116 | 9.43% |
| 30 Sep, 20 | 106 | 0.95% |
| 30 Jun, 20 | 105 | -3.67% |
| 31 Mar, 20 | 109 | -1.80% |
| 31 Dec, 19 | 111 | 2.78% |
| 30 Sep, 19 | 108 | -5.26% |
| 30 Jun, 19 | 114 | 15.15% |
| 31 Mar, 19 | 99 | 11.24% |
| 31 Dec, 18 | 89 | 1383.33% |
| 30 Sep, 18 | 6 | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 16 | - | - |
156 institutional shareholders have reduced their position in OZK stock as of 30 Jun 24 compared to 145 in the previous quarter (a 7.59% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 444 | -0.22% | 99,964,136 | 1.10% | 88.03% | 1.16% | 217 | 2.36% | 156 | 7.59% |
| 31 Mar, 24 | 445 | 0.91% | 98,873,293 | 1.44% | 87.07% | 1.18% | 212 | 0.47% | 145 | -8.23% |
| 31 Dec, 23 | 441 | 8.35% | 97,472,296 | -3.11% | 86.03% | 1.09% | 211 | 15.30% | 158 | 11.27% |
| 30 Sep, 23 | 407 | 5.99% | 100,596,613 | -6.40% | 88.73% | 1.00% | 183 | 5.78% | 142 | -0.70% |
| 30 Jun, 23 | 384 | -7.69% | 107,478,934 | 2.51% | 94.24% | 1.18% | 173 | -7.98% | 143 | -9.49% |
| 31 Mar, 23 | 416 | 1.96% | 104,850,015 | 6.00% | 89.56% | 1.32% | 188 | -15.70% | 158 | 26.40% |
| 31 Dec, 22 | 408 | 15.25% | 98,916,052 | 2.25% | 82.24% | 1.23% | 223 | 49.66% | 125 | -16.11% |
| 30 Sep, 22 | 354 | -2.48% | 96,738,899 | -2.42% | 81.65% | 1.21% | 149 | -8.02% | 149 | 3.47% |
| 30 Jun, 22 | 363 | -2.68% | 99,134,026 | -0.47% | 82.31% | 1.29% | 162 | -10.99% | 144 | 15.20% |
| 31 Mar, 22 | 373 | 3.90% | 99,602,054 | -0.80% | 80.01% | 1.33% | 182 | 18.18% | 125 | -16.11% |
| 31 Dec, 21 | 359 | 0.56% | 100,403,613 | -2.24% | 77.59% | 1.23% | 154 | -1.91% | 149 | 19.20% |
| 30 Sep, 21 | 357 | 1.13% | 102,703,018 | -2.68% | 79.37% | 1.20% | 157 | 1.29% | 125 | -3.10% |
| 30 Jun, 21 | 353 | -1.94% | 105,530,605 | -0.39% | 81.35% | 1.22% | 155 | -0.64% | 129 | -7.86% |
| 31 Mar, 21 | 360 | 12.85% | 105,946,442 | -4.00% | 81.82% | 1.12% | 156 | 2.63% | 140 | 20.69% |
| 31 Dec, 20 | 319 | 7.41% | 110,366,183 | -0.58% | 85.34% | 1.16% | 152 | 16.92% | 116 | 9.43% |
| 30 Sep, 20 | 297 | -1.00% | 111,014,323 | -0.94% | 85.83% | 1.14% | 130 | -14.47% | 106 | 0.95% |
| 30 Jun, 20 | 300 | 0.67% | 112,065,353 | 3.52% | 86.64% | 1.23% | 152 | 21.60% | 105 | -3.67% |
| 31 Mar, 20 | 298 | -11.57% | 108,252,830 | 0.02% | 83.76% | 1.19% | 125 | -26.90% | 109 | -1.80% |
| 31 Dec, 19 | 337 | 6.98% | 108,228,810 | 2.18% | 83.95% | 1.24% | 171 | 16.33% | 111 | 2.78% |
| 30 Sep, 19 | 315 | -5.69% | 105,917,429 | -1.14% | 82.14% | 1.19% | 147 | -10.91% | 108 | -5.26% |
| 30 Jun, 19 | 334 | -0.60% | 107,138,374 | -0.06% | 83.08% | 1.20% | 165 | -13.16% | 114 | 15.15% |
| 31 Mar, 19 | 336 | 7.35% | 107,199,740 | -4.50% | 83.20% | 1.09% | 190 | 7.95% | 99 | 11.24% |
| 31 Dec, 18 | 313 | -7.12% | 112,250,057 | 2.43% | 87.28% | 1.20% | 176 | -44.30% | 89 | 1383.33% |
| 30 Sep, 18 | 337 | 2006.25% | 109,588,579 | 4045.23% | 85.21% | 2016.98% | 316 | 1875.00% | 6 | - |
| 30 Jun, 18 | 16 | - | 2,643,728 | - | 2.06% | - | 16 | - | - | - |
| 31 Mar, 16 | 1 | - | 400 | - | 0.00% | - | 1 | - | - | - |
Bank OZK Peer Ownership
| Ticker | Company |
|---|---|
| PB | Prosperity Bancshares, Inc. |
| SFBS | ServisFirst Bancshares, Inc. |
| PNFP | Pinnacle Financial Partners, Inc. |
| BOKF | BOK Financial Corporation |
| HWC | Hancock Whitney Corporation |
| HTH | Hilltop Holdings Inc. |
| CBSH | Commerce Bancshares, Inc. |
| IBOC | International Bancshares Corporation |
| RF | Regions Financial Corporation |
| RRBI | Red River Bancshares, Inc. |
| FFIN | First Financial Bankshares, Inc. |
| FBK | FB Financial Corporation |
| NBHC | National Bank Holdings Corporation |
OZK Ownership FAQ
Who Owns Bank OZK?
Bank OZK is owned by institutional shareholders (88.03%), insiders (0.01%), and public (11.97%). The largest institutional shareholder of Bank OZK is VANGUARD GROUP INC (10.42% of total shares) and the top mutual fund owner is WISCONSIN CAPITAL FUNDS INC (10.92% of total shares).
Who are the major institutional shareholders of Bank OZK?
Bank OZK's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and WASATCH ADVISORS LP. The top five shareholders own together 36.44% of the company's share outstanding.
How many Bank OZK shareholders are there?
As of Jun 2024, there are 444 institutional shareholders of Bank OZK.
What percentage of Bank OZK is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 11.83M shares of Bank OZK, representing 10.42% of the company's total shares outstanding, valued at $485.04M (as of Jun 2024).
What percentage of Bank OZK is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 9.99M shares of Bank OZK (OZK), compromising 8.80% of the company, valued at $409.64M.
What percentage of Bank OZK is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Bank OZK. The company owns 6.67M of the company's shares outstanding (worth $273.47M).