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 3.22% 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	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.12%	12.89%	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	10.74M	9.71%	$559.42M
Blackrock	9.99M	8.80%	$409.64M
Dimensional fund advisors lp	6.68M	6.04%	$348.02M
State street	6.08M	5.49%	$316.51M
Wasatch advisors lp	4.70M	4.24%	$244.58M
Charles schwab investment management	3.84M	3.48%	$176.40M
American century companies	3.67M	3.32%	$191.40M
Geode capital management	3.28M	2.97%	$183.98M
First trust advisors lp	3.04M	2.75%	$158.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Twin lions management	485.16K	13.45%	$22.26M
Villanova investment management	81.61K	4.03%	$4.25M
Weybosset research & management	242.27K	3.31%	$12.62M
Fairholme capital management	921.25K	2.79%	$42.28M
Van berkom & associates	1.60M	2.69%	$83.58M
Nitor capital management	72.09K	2.54%	$3.76M
Qsv equity investors	32.83K	2.23%	$1.51M
Giverny capital	1.23M	2.07%	$56.49M
Horrell capital management	80.87K	1.93%	$4.21M
Wasatch advisors lp	4.70M	1.60%	$244.58M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.57M	0.01%	1.57M
Captrust financial advisors	2.32M	0.19%	1.27M
Vanguard fiduciary trust	646.70K	0.01%	646.70K
Two sigma investments, lp	882.83K	0.03%	520.11K
Goldman sachs group	935.59K	0.00%	502.01K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	4.70M	1.60%	-1.43M
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
Fuller & thaler asset management	-	-	-483.78K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.57M	0.01%	1.57M	$81.83M
Vanguard fiduciary trust	646.70K	0.01%	646.70K	$29.68M
Integrated wealth concepts	158.51K	0.04%	158.51K	$8.26M
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
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 %
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	3.51M	3.22%	-
Vanguard Total Stock Mkt Idx Inv	3.38M	3.09%	24.85K
Vanguard Morn Total Stk Mkt Idx Investor	3.38M	3.09%	24.85K
Vanguard US Total Market Shares ETF	3.39M	2.98%	-189.43K
Avantis US Small Cap Value ETF	3.25M	2.98%	-1.56K
Schwab US Dividend Equity ETF™	2.70M	2.48%	6.88K
Vanguard Small Cap Index	2.44M	2.23%	-5.70K
First Trust SMID Cp Rising Div Achv ETF	1.93M	1.77%	-
Van Berkom Sm-Cap Eq	1.57M	1.44%	-119.83K
Vanguard Small Cap Value Index Inv	1.55M	1.42%	-27.77K

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 38.12%, 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 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 3.22% of its total shares outstanding invested in 3.51M Bank OZK shares.

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