Bank OZK Ownership | Who Owns Bank OZK?
Bank OZK Ownership Summary
Bank OZK is owned by 93.88% institutional investors, 6.58% insiders. Vanguard group is the largest institutional shareholder, holding 10.12% of OZK shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.06% of its assets in Bank OZK shares.
OZK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank OZK | 93.88% | 6.58% | -0.45% |
| Sector | Financial Services Stocks | 48.97% | 15.42% | 35.61% |
| Industry | Regional Banks Stocks | 51.42% | 12.33% | 36.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.50M | 10.12% | $512.18M |
| Blackrock funding, inc. /de | 10.05M | 8.90% | $472.89M |
| Blackrock | 9.99M | 8.80% | $409.64M |
| State street | 6.62M | 5.83% | $271.49M |
| Dimensional fund advisors lp | 6.61M | 5.82% | $294.42M |
| Wasatch advisors lp | 5.51M | 4.88% | $259.45M |
| Charles schwab investment management | 4.13M | 3.63% | $183.91M |
| Wellington management group llp | 2.99M | 2.63% | $133.29M |
| First trust advisors lp | 2.95M | 2.59% | $131.16M |
| Aqr capital management | 2.81M | 2.47% | $125.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 88.60K | 4.86% | $4.17M |
| Weybosset research & management | 241.47K | 3.91% | $11.36M |
| Fairholme capital management | 916.75K | 3.52% | $43.14M |
| Senvest management | 1.58M | 2.49% | $74.43M |
| Qsv equity investors | 50.64K | 2.48% | $2.38M |
| Van berkom & associates | 1.84M | 2.44% | $82.05M |
| Horrell capital management | 109.96K | 2.10% | $5.17M |
| Giverny capital | 1.26M | 2.03% | $59.25M |
| Berkley w r | 703.00K | 1.74% | $33.08M |
| Cabot wealth management | 295.30K | 1.67% | $13.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.19M | 0.01% | 1.19M |
| First trust advisors lp | 2.95M | 0.12% | 686.77K |
| Mackenzie financial | 566.66K | 0.03% | 501.31K |
| Aqr capital management | 2.81M | 0.16% | 314.49K |
| Senvest management | 1.58M | 2.49% | 310.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 5.51M | 1.36% | -1.72M |
| Wellington management group llp | 2.99M | 0.02% | -1.23M |
| Captrust financial advisors | 1.08M | 0.11% | -726.77K |
| Cubist systematic strategies | 42.35K | 0.01% | -379.46K |
| Raymond james & associates | 236.85K | 0.01% | -378.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.19M | 0.01% | 1.19M | $53.11M |
| Graham capital management | 90.78K | 0.06% | 90.78K | $4.27M |
| Nomura | 87.74K | 0.01% | 87.74K | $3.91M |
| Integrated wealth concepts | 74.14K | 0.04% | 74.14K | $3.30M |
| Ballast asset management, lp | 51.62K | 1.26% | 51.62K | $2.43M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Psi advisors | -3.00 |
| New millennium group | -4.00 |
| Tfo-tdc | -5.00 |
| Financial gravity asset management | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 459 | 1.32% | 104,017,023 | 3.84% | 91 | 1.18% | 219 | -1.79% | 163 | 3.16% |
| Jun 30, 2024 | 451 | 1.35% | 100,155,878 | 1.30% | 88 | 1.16% | 221 | 4.25% | 158 | 8.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.44M | 3.06% | -6.21K |
| Vanguard Total Stock Mkt Idx Inv | 3.38M | 3.00% | -101.18K |
| Vanguard US Total Market Shares ETF | 3.39M | 2.98% | -189.43K |
| Schwab US Dividend Equity ETF™ | 3.00M | 2.66% | -513.00 |
| Vanguard Small Cap Index | 2.62M | 2.32% | -18.30K |
| Avantis US Small Cap Value ETF | 2.23M | 1.98% | - |
| Van Berkom Sm-Cap Eq | 1.97M | 1.74% | 1.97M |
| Vanguard Small Cap Value Index Inv | 1.68M | 1.50% | 4.70K |
| Wasatch Core Growth | 1.59M | 1.41% | -763.52K |
| DFA US Small Cap Value I | 1.56M | 1.39% | - |
OZK Ownership FAQ
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