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 3.09% 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	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.08M	10.04%	$510.02M
Blackrock funding, inc. /de	10.11M	9.16%	$465.13M
Blackrock	9.99M	8.80%	$409.64M
Wasatch advisors lp	6.95M	6.29%	$319.62M
Dimensional fund advisors lp	6.59M	5.97%	$303.14M
State street	6.56M	5.94%	$301.71B
Charles schwab investment management	4.48M	3.97%	$228.40M
First trust advisors lp	2.81M	2.49%	$143.16M
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	296.01K	9.93%	$15.09M
Awh capital	88.60K	4.71%	$4.52M
Villanova investment management	125.78K	4.44%	$6.41M
Fairholme capital management	915.65K	3.77%	$46.68M
Weybosset research & management	238.13K	3.38%	$10.96M
Van berkom & associates	1.87M	2.48%	$86.03M
Qsv equity investors	32.83K	2.23%	$1.51M
Giverny capital	1.26M	2.05%	$64.33M
Horrell capital management	97.57K	1.96%	$4.49M
Wasatch advisors lp	6.95M	1.90%	$319.62M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.30M	0.01%	1.30M
State street	6.56M	0.01%	546.78K
Allianz asset management gmbh	551.41K	0.03%	511.67K
Quantinno capital management lp	947.21K	0.13%	390.37K
Aqr capital management	2.81M	0.16%	314.49K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	2.19M	0.02%	-893.31K
Captrust financial advisors	1.08M	0.11%	-726.77K
Berkley w r	-	-	-703.00K
Wasatch advisors lp	6.95M	1.90%	-492.30K
Raymond james & associates	236.85K	0.01%	-378.63K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.30M	0.01%	1.30M	$59.81M
Axa investment managers	150.04K	0.02%	150.04K	$7.65M
Bridgewater associates, lp	105.53K	0.02%	105.53K	$5.38M
Nomura	87.74K	0.01%	87.74K	$3.91M
Moody aldrich partners	83.90K	0.72%	83.90K	$3.86M

Sold Out

Holder	Change
Retirement wealth solutions	-1.00
Tortoise investment management	-1.00
Stephens consulting	-1.00
Mendota financial group	-1.00
Annis gardner whiting capital advisors	-2.00

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	3.42M	3.09%	71.13K
Vanguard US Total Market Shares ETF	3.39M	2.98%	-189.43K
Vanguard Total Stock Mkt Idx Inv	3.29M	2.98%	4.91K
Schwab US Dividend Equity ETF™	3.26M	2.95%	7.14K
Avantis US Small Cap Value ETF	2.72M	2.47%	8.22K
Vanguard Small Cap Index	2.41M	2.18%	-175.00
Wasatch Core Growth	1.99M	1.80%	-434.66K
Van Berkom Sm-Cap Eq	1.76M	1.59%	-209.48K
First Trust SMID Cp Rising Div Achv ETF	1.70M	1.54%	999.00
State Street® SPDR® S&PRgnllBkgETF	1.64M	1.49%	89.58K

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 67.31%, followed by 6.57% insiders and 26.12% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 31.54%, 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 (10.11M shares, 9.16%), and Blackrock (9.99M shares, 8.80%). Together, they hold 27.99% 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 9.93% of its assets in 296.02K Bank OZK shares, valued at 15.09M$.

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 3.09% of its total shares outstanding invested in 3.42M Bank OZK shares.

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