Bank OZK Ownership | Who Owns Bank OZK?

Bank OZK Ownership Summary

Bank OZK is owned by 51.52% institutional investors, 6.79% insiders, and 41.70% 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	51.52%	6.79%	41.70%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

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	6.14M	5.56%	$281.68M
Wasatch advisors lp	6.13M	5.55%	$281.14M
Charles schwab investment management	3.84M	3.48%	$176.40M
American century companies	3.36M	3.04%	$154.23M
Geode capital management	3.17M	2.88%	$154.58M
First trust advisors lp	3.04M	2.75%	$139.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Twin lions management	485.16K	13.45%	$22.26M
Villanova investment management	92.26K	4.34%	$4.23M
Weybosset research & management	239.39K	3.17%	$10.99M
Fairholme capital management	921.25K	2.79%	$42.28M
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	1.23M	2.07%	$56.49M
Horrell capital management	89.60K	1.87%	$4.11M
Wasatch advisors lp	6.13M	1.87%	$281.14M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.30M	0.01%	1.30M
Captrust financial advisors	2.32M	0.19%	1.27M
Geode capital management	3.17M	0.01%	1.03M
Blackrock funding, inc. /de	10.94M	0.01%	829.32K
Vanguard fiduciary trust	646.70K	0.01%	646.70K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	6.13M	1.87%	-818.95K
Charles schwab investment management	3.84M	0.03%	-709.98K
Berkley w r	-	-	-703.00K
Wellington management group llp	721.49K	0.01%	-526.54K
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
Caisse de depot et placement du quebec	100.59K	0.01%	100.59K	$4.62M

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 %
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%
Mar 31, 2025	498	0.40%	104,799,600	0.00%	92	1.08%	254	-2.31%	156	1.96%

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	3.35M	3.07%	5.17K
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	2.24%	-4.61K
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
Vanguard Small Cap Value Index Inv	1.57M	1.44%	12.49K
Wasatch Core Growth	1.56M	1.43%	-426.25K

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 51.52%, followed by 6.79% insiders and 41.69% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 38.44%, 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 (10.94M shares, 9.91%), and Blackrock (9.99M shares, 8.80%). Together, they hold 28.75% 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 13.45% of its assets in 485.16K Bank OZK shares, valued at 22.26M$.

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 3.21% of its total shares outstanding invested in 3.5M Bank OZK shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools