Bank OZK Ownership 2024 | Who Owns Bank OZK Now?
Institutional Ownership
85.80%
Insider Ownership
0.01%
Retail Ownership
14.19%
Institutional Holders
421.00
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 | 10.52% | 0.01% | 11,913,399 | -115,380 | -0.96% | 541,583,118 | Mar 31, 2024 |
| BLACKROCK INC. | 8.80% | 0.01% | 9,969,467 | 96,684 | 0.98% | 453,211,949 | Mar 31, 2024 |
| STATE STREET CORP | 6.16% | 0.01% | 6,980,499 | 195,863 | 2.89% | 317,333,485 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.98% | 0.08% | 6,776,822 | 87,689 | 1.31% | 308,074,335 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 5.72% | 1.54% | 6,483,029 | -480,432 | -6.90% | 294,718,498 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.33% | 0.04% | 3,776,275 | 792,564 | 26.56% | 171,669,461 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.10% | 0.70% | 3,511,056 | -1,372,504 | -28.10% | 159,612,625,000 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.99% | 0.02% | 2,256,123 | 358,427 | 18.89% | 102,563,351 | Mar 31, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.75% | 2.57% | 1,983,774 | 106,319 | 5.66% | 90,182,000 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.74% | 0.05% | 1,971,565 | -83,588 | -4.07% | 89,627,362 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.63% | 0.01% | 1,843,586 | 85,062 | 4.84% | 83,824,457 | Mar 31, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 1.50% | 1.40% | 1,696,756 | 39,403 | 2.38% | 77,134,530 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 1.37% | 0.07% | 1,551,756 | 271,880 | 21.24% | 70,542,827 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.33% | 0.02% | 1,510,846 | 827,440 | 121.08% | 68,683,059 | Mar 31, 2024 |
| JARISLOWSKY, FRASER LTD | 1.31% | 0.39% | 1,487,094 | -120,351 | -7.49% | 67,603,000 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.19% | 0.04% | 1,346,995 | 437,463 | 48.10% | 61,234,392 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.17% | 0.06% | 1,325,783 | -172,519 | -11.51% | 60,270,000 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.08% | 0.01% | 1,226,122 | -134,240 | -9.87% | 55,739,486 | Mar 31, 2024 |
| MORGAN STANLEY | 1.08% | 0.00% | 1,219,236 | 226,052 | 22.76% | 55,426,567 | Mar 31, 2024 |
| GIVERNY CAPITAL INC. | 1.03% | 2.15% | 1,165,110 | 926,339 | 387.96% | 52,965,901 | Mar 31, 2024 |
Bank OZK's largest institutional shareholder is VANGUARD GROUP INC, holding 10.52% of the company's total share outstanding, currently valued at $541.58M. The top 10 institutional shareholders own together 49.09% 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% | 5.54% | 249,381 | -7,625 | -2.97% | 15,935,000 | Mar 31, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 1.75% | 2.57% | 1,983,774 | 106,319 | 5.66% | 90,182,000 | Mar 31, 2024 |
| BANK OZK | 0.11% | 2.43% | 119,418 | -555 | -0.46% | 5,428,742 | Mar 31, 2024 |
| GIVERNY CAPITAL INC. | 1.03% | 2.15% | 1,165,110 | 926,339 | 387.96% | 52,965,901 | Mar 31, 2024 |
| QSV EQUITY INVESTORS LLC | 0.04% | 1.84% | 42,091 | 50 | 0.12% | 1,913,457 | Mar 31, 2024 |
| CABOT WEALTH MANAGEMENT INC | 0.26% | 1.74% | 292,011 | -91,627 | -23.88% | 13,274,826 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 5.72% | 1.54% | 6,483,029 | -480,432 | -6.90% | 294,718,498 | Mar 31, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | 0.10% | 1.48% | 117,734 | 588 | 0.50% | 5,352,000 | Mar 31, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 1.50% | 1.40% | 1,696,756 | 39,403 | 2.38% | 77,134,530 | Mar 31, 2024 |
| REDMONT WEALTH ADVISORS LLC | 0.02% | 1.12% | 17,759 | 1,217 | 7.36% | 807,314,000 | Mar 31, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 0.02% | 1.03% | 21,288 | 21,288 | 100.00% | 968,000 | Mar 31, 2024 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.29% | 0.98% | 324,500 | 273,300 | 533.79% | 14,751,770 | Mar 31, 2024 |
| SAPIENCE INVESTMENTS, LLC | 0.05% | 0.92% | 61,054 | -32,520 | -34.75% | 2,775,515 | Mar 31, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.30% | 0.90% | 345,425 | -14,211 | -3.95% | 15,703,021 | Mar 31, 2024 |
| QV INVESTORS INC. | 0.19% | 0.84% | 214,130 | - | - | 9,734,000 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.10% | 0.70% | 3,511,056 | -1,372,504 | -28.10% | 159,612,625,000 | Mar 31, 2024 |
| MUSTARD SEED FINANCIAL, LLC | 0.01% | 0.56% | 12,417 | 465 | 3.89% | 564,472 | Mar 31, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.97% | 0.48% | 1,103,338 | -15,562 | -1.39% | 50,157,746 | Mar 31, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.42% | 0.45% | 479,325 | -12,206 | -2.48% | 21,790,137 | Mar 31, 2024 |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 0.01% | 0.41% | 12,784 | -24 | -0.19% | 581,172 | Mar 31, 2024 |
The largest Bank OZK shareholder by % of total assets is WEYBOSSET RESEARCH & MANAGEMENT LLC. The company owns 249.38K shares of Bank OZK (OZK), representing 5.54% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GIVERNY CAPITAL INC. | 1.03% | 2.15% | 1,165,110 | 926,339 | 387.96% | 52,965,901 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.33% | 0.02% | 1,510,846 | 827,440 | 121.08% | 68,683,059 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.33% | 0.04% | 3,776,275 | 792,564 | 26.56% | 171,669,461 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.53% | 0.05% | 605,918 | 507,787 | 517.46% | 27,545,032 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.19% | 0.04% | 1,346,995 | 437,463 | 48.10% | 61,234,392 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.41% | 0.03% | 466,905 | 395,834 | 556.96% | 21,225,501 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.99% | 0.02% | 2,256,123 | 358,427 | 18.89% | 102,563,351 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.30% | 0.00% | 344,900 | 344,900 | 100.00% | 15,679,154 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.27% | 0.03% | 311,300 | 311,300 | 100.00% | 14,151,698 | Mar 31, 2024 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.29% | 0.98% | 324,500 | 273,300 | 533.79% | 14,751,770 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 1.37% | 0.07% | 1,551,756 | 271,880 | 21.24% | 70,542,827 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.33% | 0.03% | 370,297 | 253,100 | 215.96% | 16,834,000 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.41% | 0.01% | 460,211 | 236,230 | 105.47% | 20,921,192 | Mar 31, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.21% | 0.24% | 234,200 | 234,200 | 100.00% | 10,647,000 | Mar 31, 2024 |
| MORGAN STANLEY | 1.08% | 0.00% | 1,219,236 | 226,052 | 22.76% | 55,426,567 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | 0.29% | 0.01% | 332,948 | 224,149 | 206.02% | 15,135,817 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.24% | 0.03% | 268,885 | 217,306 | 421.31% | 12,223,512 | Mar 31, 2024 |
| STATE STREET CORP | 6.16% | 0.01% | 6,980,499 | 195,863 | 2.89% | 317,333,485 | Mar 31, 2024 |
| 0.17% | 0.03% | 187,492 | 187,492 | 100.00% | 8,437,140 | Mar 31, 2024 | |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.18% | 0.01% | 198,917 | 169,420 | 574.36% | 9,042,767 | Mar 31, 2024 |
As of Mar 31 2024, Bank OZK's largest institutional buyer is GIVERNY CAPITAL INC.. The company purchased 926.34K stocks of OZK, valued at $52.97M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | - | - | - | -2,234,600 | -100.00% | - | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.10% | 0.70% | 3,511,056 | -1,372,504 | -28.10% | 159,612,625,000 | Mar 31, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -885,068 | -100.00% | - | Mar 31, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -602,900 | -100.00% | - | Mar 31, 2024 |
| WASATCH ADVISORS LP | 5.72% | 1.54% | 6,483,029 | -480,432 | -6.90% | 294,718,498 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.24% | 0.00% | 268,730 | -440,625 | -62.12% | 12,216,466 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.46% | 0.00% | 521,400 | -416,800 | -44.43% | 23,702,844 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.16% | 0.05% | 181,296 | -214,322 | -54.17% | 8,241,713 | Mar 31, 2024 |
| PROSHARE ADVISORS LLC | 0.54% | 0.07% | 611,593 | -212,885 | -25.82% | 27,803,018 | Mar 31, 2024 |
| RETIREMENT SYSTEMS OF ALABAMA | 0.12% | 0.02% | 132,125 | -212,854 | -61.70% | 6,006,402 | Mar 31, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -188,600 | -100.00% | - | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.17% | 0.06% | 1,325,783 | -172,519 | -11.51% | 60,270,000 | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.07% | 0.02% | 80,323 | -152,693 | -65.53% | 3,651,484 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.71% | 0.01% | 801,822 | -144,196 | -15.24% | 36,450,829 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.08% | 0.01% | 94,810 | -134,900 | -58.73% | 4,310,063 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.08% | 0.01% | 1,226,122 | -134,240 | -9.87% | 55,739,486 | Mar 31, 2024 |
| JARISLOWSKY, FRASER LTD | 1.31% | 0.39% | 1,487,094 | -120,351 | -7.49% | 67,603,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 10.52% | 0.01% | 11,913,399 | -115,380 | -0.96% | 541,583,118 | Mar 31, 2024 |
| CABOT WEALTH MANAGEMENT INC | 0.26% | 1.74% | 292,011 | -91,627 | -23.88% | 13,274,826 | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -89,678 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, Bank OZK's biggest institutional seller is UBS GROUP AG. The company sold -2.23M shares of OZK, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.30% | 0.00% | 344,900 | 344,900 | 100.00% | 15,679,154 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.27% | 0.03% | 311,300 | 311,300 | 100.00% | 14,151,698 | Mar 31, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.21% | 0.24% | 234,200 | 234,200 | 100.00% | 10,647,000 | Mar 31, 2024 |
| 0.17% | 0.03% | 187,492 | 187,492 | 100.00% | 8,437,140 | Mar 31, 2024 | |
| DRW SECURITIES, LLC | 0.13% | 0.17% | 143,400 | 143,400 | 100.00% | 6,518,964 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 0.00% | 136,700 | 136,700 | 100.00% | 6,214,382 | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.12% | 0.01% | 135,880 | 135,880 | 100.00% | 6,177,105 | Mar 31, 2024 |
| FOUNDRY PARTNERS, LLC | 0.08% | 0.23% | 94,452 | 94,452 | 100.00% | 4,293,788 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 59,727 | 59,727 | 100.00% | 2,715,189 | Mar 31, 2024 |
| DE LISLE PARTNERS LLP | 0.03% | 0.34% | 32,000 | 32,000 | 100.00% | 1,453,760 | Mar 31, 2024 |
| HOLOCENE ADVISORS, LP | 0.03% | 0.00% | 29,637 | 29,637 | 100.00% | 1,347,298 | Mar 31, 2024 |
| LIDO ADVISORS, LLC | 0.03% | 0.01% | 28,690 | 28,690 | 100.00% | 1,304,239 | Mar 31, 2024 |
| 0.03% | 0.01% | 28,592 | 28,592 | 100.00% | 1,299,792 | Mar 31, 2024 | |
| GREENWOOD GEARHART INC | 0.02% | 0.12% | 26,336 | 26,336 | 100.00% | 1,197,235 | Mar 31, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | 0.02% | 0.09% | 21,945 | 21,945 | 100.00% | 997,620 | Mar 31, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 0.02% | 1.03% | 21,288 | 21,288 | 100.00% | 968,000 | Mar 31, 2024 |
| NATIXIS | 0.02% | 0.00% | 19,100 | 19,100 | 100.00% | 868,286 | Mar 31, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.02% | 0.09% | 18,985 | 18,985 | 100.00% | 863,058 | Mar 31, 2024 |
| AXA S.A. | 0.01% | 0.00% | 15,558 | 15,558 | 100.00% | 707,267 | Mar 31, 2024 |
| IBEX WEALTH ADVISORS | 0.01% | 0.15% | 13,509 | 13,509 | 100.00% | 541,000 | Mar 31, 2024 |
| ARKANSAS FINANCIAL GROUP, INC. | 0.01% | 0.11% | 13,304 | 13,304 | 100.00% | 604,800 | Mar 31, 2024 |
| DRW SECURITIES, LLC | 0.01% | 0.02% | 13,062 | 13,062 | 100.00% | 593,798 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.01% | 0.01% | 12,865 | 12,865 | 100.00% | 584,843 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.00% | 10,324 | 10,324 | 100.00% | 469,000 | Mar 31, 2024 |
| BELVEDERE TRADING LLC | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 454,600 | Mar 31, 2024 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.01% | 0.04% | 9,778 | 9,778 | 100.00% | 444,508 | Mar 31, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 9,298 | 9,298 | 100.00% | 422,687 | Mar 31, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.01% | 0.10% | 9,189 | 9,189 | 100.00% | 417,732 | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 8,141 | 8,141 | 100.00% | 370,090 | Mar 31, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.02% | 7,911 | 7,911 | 100.00% | 359,634 | Mar 31, 2024 |
| MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 5,815 | 5,815 | 100.00% | 264,350 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 0.01% | 0.00% | 5,610 | 5,610 | 100.00% | 255,047 | Mar 31, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.00% | 0.10% | 5,582 | 5,582 | 100.00% | 254,000 | Mar 31, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.13% | 5,497 | 5,497 | 100.00% | 249,894 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.00% | 0.02% | 4,949 | 4,949 | 100.00% | 225,099 | Mar 31, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.00% | 0.03% | 4,788 | 4,788 | 100.00% | 218,000 | Mar 31, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.05% | 4,600 | 4,600 | 100.00% | 209,116 | Mar 31, 2024 |
| PALOUSE CAPITAL MANAGEMENT, INC. | 0.00% | 0.12% | 4,062 | 4,062 | 100.00% | 184,659 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 3,503 | 3,503 | 100.00% | 174,554,000 | Mar 31, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.04% | 3,461 | 3,461 | 100.00% | 175,292,000 | Mar 31, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | - | 2,000 | 2,000 | 100.00% | 8,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 1,338 | 1,338 | 100.00% | 60,825 | Mar 31, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.02% | 948 | 948 | 100.00% | 43,097 | Mar 31, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.00% | 930 | 930 | 100.00% | 42,018 | Mar 31, 2024 |
| BROWN BROTHERS HARRIMAN & CO | 0.00% | 0.00% | 905 | 905 | 100.00% | 41,141,000 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 784 | 784 | 100.00% | 35,186,000 | Mar 31, 2024 |
| PINNACLE HOLDINGS, LLC | 0.00% | 0.01% | 625 | 625 | 100.00% | 28,413 | Mar 31, 2024 |
| 0.00% | 0.00% | 604 | 604 | 100.00% | 29,130 | Mar 31, 2024 | |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 461 | 461 | 100.00% | 20,957 | Mar 31, 2024 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.00% | 396 | 396 | 100.00% | 18,002 | Mar 31, 2024 |
| BELVEDERE TRADING LLC | 0.00% | - | 390 | 390 | 100.00% | 17,729 | Mar 31, 2024 |
| ASSETMARK, INC | 0.00% | 0.00% | 363 | 363 | 100.00% | 16,502,000 | Mar 31, 2024 |
| EAGLE BAY ADVISORS LLC | 0.00% | 0.01% | 292 | 292 | 100.00% | 13,274 | Mar 31, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 269 | 269 | 100.00% | 12,229,000 | Mar 31, 2024 |
| ATLAS CAPITAL ADVISORS LLC | 0.00% | 0.00% | 240 | 240 | 100.00% | 10,910 | Mar 31, 2024 |
| TRUVESTMENTS CAPITAL LLC | 0.00% | 0.00% | 129 | 129 | 100.00% | 5,864,000 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 32 | 32 | 100.00% | 1,520,000 | Mar 31, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 6 | 6 | 100.00% | 273 | Mar 31, 2024 |
Bank OZK's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 344.90K shares, valued at $15.68M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | - | - | - | -2,234,600 | -100.00% | - | Mar 31, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -885,068 | -100.00% | - | Mar 31, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -602,900 | -100.00% | - | Mar 31, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -188,600 | -100.00% | - | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -89,678 | -100.00% | - | Mar 31, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -78,800 | -100.00% | - | Mar 31, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -65,600 | -100.00% | - | Mar 31, 2024 |
| MAN GROUP PLC | - | - | - | -50,153 | -100.00% | - | Mar 31, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -36,480 | -100.00% | - | Mar 31, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | - | - | - | -30,278 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -30,000 | -100.00% | - | Mar 31, 2024 |
| IFRAH FINANCIAL SERVICES, INC. | - | - | - | -22,520 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -17,500 | -100.00% | - | Mar 31, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -16,399 | -100.00% | - | Mar 31, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -12,200 | -100.00% | - | Mar 31, 2024 |
| SIMPLIFY ASSET MANAGEMENT INC. | - | - | - | -12,000 | -100.00% | - | Mar 31, 2024 |
| SOWELL FINANCIAL SERVICES LLC | - | - | - | -10,573 | -100.00% | - | Mar 31, 2024 |
| WINTON GROUP LTD | - | - | - | -10,373 | -100.00% | - | Mar 31, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -10,183 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -9,509 | -100.00% | - | Mar 31, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -8,243 | -100.00% | - | Mar 31, 2024 |
| KOSS-OLINGER CONSULTING, LLC | - | - | - | -7,000 | -100.00% | - | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -6,155 | -100.00% | - | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -5,500 | -100.00% | - | Mar 31, 2024 |
| MOODY LYNN & LIEBERSON, LLC | - | - | - | -5,432 | -100.00% | - | Mar 31, 2024 |
| DUALITY ADVISERS, LP | - | - | - | -4,966 | -100.00% | - | Mar 31, 2024 |
| FOSTER & MOTLEY INC | - | - | - | -4,780 | -100.00% | - | Mar 31, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -4,650 | -100.00% | - | Mar 31, 2024 |
| PHILLIPS WEALTH PLANNERS LLC | - | - | - | -4,390 | -100.00% | - | Mar 31, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | - | - | - | -4,314 | -100.00% | - | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -4,243 | -100.00% | - | Mar 31, 2024 |
| ASSOCIATED BANC-CORP | - | - | - | -4,133 | -100.00% | - | Mar 31, 2024 |
| INCEPTIONR LLC | - | - | - | -4,030 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -4,000 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,545 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -1,607 | -100.00% | - | Mar 31, 2024 |
| PENSERRA CAPITAL MANAGEMENT LLC | - | - | - | -1,384 | -100.00% | - | Mar 31, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -1,324 | -100.00% | - | Mar 31, 2024 |
| CUTLER GROUP LLC / CA | - | - | - | -900 | -100.00% | - | Mar 31, 2024 |
| DIVIDEND ASSETS CAPITAL, LLC | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -392 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -366 | -100.00% | - | Mar 31, 2024 |
| TEAM FINANCIAL GROUP, LLC | - | - | - | -357 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -329 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -113 | -100.00% | - | Mar 31, 2024 |
| PSAGOT VALUE HOLDINGS LTD. / (ISRAEL) | - | - | - | -111 | -100.00% | - | Mar 31, 2024 |
| CENTRAL TRUST CO | - | - | - | -71 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -52 | -100.00% | - | Mar 31, 2024 |
| BOK FINANCIAL PRIVATE WEALTH, INC. | - | - | - | -48 | -100.00% | - | Mar 31, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -38 | -100.00% | - | Mar 31, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -34 | -100.00% | - | Mar 31, 2024 |
| EDGEROCK CAPITAL LLC | - | - | - | -14 | -100.00% | - | Mar 31, 2024 |
| HORIZON INVESTMENTS, LLC | - | - | - | -8 | -100.00% | - | Mar 31, 2024 |
Bank OZK's largest sold out institutional shareholder by shares sold is UBS GROUP AG, sold -2.23M shares, valued at -, as of undefined.
Bank OZK Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| WISCONSIN CAPITAL FUNDS INC | 12.95% | 2,985,000 | - | - | Dec 31, 2023 |
| Aspiration Funds | 2.37% | 65,633 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 1.59% | 63,885 | - | - | Dec 31, 2023 |
| THOMPSON IM FUNDS INC | 1.30% | 20,479,000 | - | - | Feb 29, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 1.03% | 51,010 | 27,360 | 115.69% | Feb 29, 2024 |
| AGF Investments Trust | 0.76% | -26,967 | -39,085 | -322.54% | Dec 31, 2023 |
| 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 |
| AB RELATIVE VALUE FUND, INC. | 0.25% | 310,944 | 127,300 | 69.32% | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.22% | 852,981 | -9,250 | -1.07% | Dec 29, 2023 |
| SEI Exchange Traded Funds | 0.22% | 3,122 | - | - | Dec 31, 2023 |
| Voya Global Advantage & Premium Opportunity Fund | 0.22% | 13,718 | - | - | Feb 29, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.20% | 41,301 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.15% | 16,329 | 800 | 5.15% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.15% | 75,093 | - | - | Dec 31, 2023 |
| 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 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.12% | 526,817 | 136,038 | 34.81% | Dec 31, 2023 |
| 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 |
| 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 |
| STATE STREET INSTITUTIONAL FUNDS | 0.07% | 60,720 | 268 | 0.44% | Dec 31, 2023 |
| Monteagle Funds | 0.06% | 2,600 | - | - | Feb 29, 2024 |
| MERIDIAN FUND INC | 0.05% | 194,495 | - | - | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.05% | 10,156 | - | - | Dec 29, 2023 |
| Federated Hermes Index Trust | 0.05% | 11,771 | -398 | -3.27% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 444,200 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 214,201 | -7,827 | -3.53% | Feb 29, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.05% | 63,515 | - | - | Jan 31, 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 |
| Absolute Shares Trust | 0.04% | 11,659 | - | - | Dec 31, 2023 |
| 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 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 1,569 | - | - | Dec 31, 2023 |
| Collaborative Investment Series Trust | 0.03% | 4,428 | - | - | Dec 31, 2023 |
| Tactical Investment Series Trust | 0.03% | 5,540 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 11,546,087 | 2,057,341 | 21.68% | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.02% | 39,838 | -11,854 | -22.93% | Dec 31, 2023 |
| FIDELITY FINANCIAL TRUST | 0.02% | 399,000 | - | - | Feb 29, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.02% | 210,600 | - | - | Jan 31, 2024 |
| UBS INVESTMENT TRUST | 0.02% | 19,455 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.02% | 7,401 | - | - | Dec 31, 2023 |
| BlackRock ETF Trust | 0.02% | 14,861 | 1,062 | 7.70% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 167,134 | -872 | -0.52% | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 40,500 | - | - | Dec 31, 2023 |
| Principal Exchange-Traded Funds | 0.02% | 186,689 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.02% | 2,851,090 | -11,479 | -0.40% | Feb 29, 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 | - | - | Dec 31, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 71,280 | 618 | 0.87% | Dec 29, 2023 |
| 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 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 101,830 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,750 | -778 | -22.05% | Dec 31, 2023 |
| 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 |
| Calvert Variable Products, Inc. | 0.01% | 23,232 | -367 | -1.56% | Dec 31, 2023 |
| GPS Funds II | 0.01% | 87,460 | - | - | Dec 31, 2023 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 8,073 | - | - | Mar 31, 2022 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 529 | - | - | Feb 29, 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% | 104,608 | -1,912 | -1.79% | Dec 31, 2023 |
| 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 |
| SYNTAX ETF TRUST | 0.00% | 153 | -25 | -14.04% | Dec 31, 2023 |
| 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 | - | - | Dec 31, 2023 |
| 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 |
| AdvisorShares Trust | 0.00% | 11,118 | - | - | Dec 29, 2023 |
| 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 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 46,400 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 3,638 | 9 | 0.25% | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,590 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 42,377 | 10,348 | 32.31% | Feb 29, 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 | - | - | Dec 31, 2023 |
| SHELTON FUNDS | 0.00% | 4,532 | - | - | Feb 29, 2024 |
| Lattice Strategies Trust | 0.00% | 4,976 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 74,801 | 2,398 | 3.31% | Dec 31, 2023 |
| UBS FUNDS | 0.00% | 11,998 | - | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 616,721 | -218,409 | -26.15% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 122,281 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 65,958 | -1,297 | -1.93% | Dec 31, 2023 |
| STONE RIDGE TRUST | 0.00% | 47,702 | - | - | Jan 31, 2024 |
Bank OZK's largest mutual fund holder by % of total assets is "WISCONSIN CAPITAL FUNDS INC", owning 2.98M shares, compromising 12.95% of its total assets.
Bank OZK Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 421 | -2.55% |
| 31 Dec, 23 | 432 | 8.27% |
| 30 Sep, 23 | 399 | 6.68% |
| 30 Jun, 23 | 374 | -7.88% |
| 31 Mar, 23 | 406 | 1.75% |
| 31 Dec, 22 | 399 | 15.99% |
| 30 Sep, 22 | 344 | -3.10% |
| 30 Jun, 22 | 355 | -2.47% |
| 31 Mar, 22 | 364 | 3.41% |
| 31 Dec, 21 | 352 | 0.86% |
| 30 Sep, 21 | 349 | 0.87% |
| 30 Jun, 21 | 346 | -1.98% |
| 31 Mar, 21 | 353 | 12.78% |
| 31 Dec, 20 | 313 | 7.93% |
| 30 Sep, 20 | 290 | -1.36% |
| 30 Jun, 20 | 294 | 0.68% |
| 31 Mar, 20 | 292 | -12.05% |
| 31 Dec, 19 | 332 | 6.75% |
| 30 Sep, 19 | 311 | -5.47% |
| 30 Jun, 19 | 329 | -0.90% |
| 31 Mar, 19 | 332 | 7.10% |
| 31 Dec, 18 | 310 | -6.63% |
| 30 Sep, 18 | 332 | 1975.00% |
| 30 Jun, 18 | 16 | - |
As of 31 Mar 24, 421 institutions are holding Bank OZK's shares, representing a decrease of -2.55% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 97,212,333 | -0.11% |
| 31 Dec, 23 | 97,316,989 | -3.13% |
| 30 Sep, 23 | 100,459,040 | -5.48% |
| 30 Jun, 23 | 106,280,873 | 1.53% |
| 31 Mar, 23 | 104,680,928 | 5.92% |
| 31 Dec, 22 | 98,831,590 | 2.29% |
| 30 Sep, 22 | 96,619,775 | -2.39% |
| 30 Jun, 22 | 98,987,599 | -0.51% |
| 31 Mar, 22 | 99,493,246 | -0.80% |
| 31 Dec, 21 | 100,296,903 | -2.24% |
| 30 Sep, 21 | 102,595,743 | -2.66% |
| 30 Jun, 21 | 105,401,229 | -0.37% |
| 31 Mar, 21 | 105,788,813 | -3.90% |
| 31 Dec, 20 | 110,085,496 | -0.68% |
| 30 Sep, 20 | 110,837,678 | -0.92% |
| 30 Jun, 20 | 111,861,854 | 3.55% |
| 31 Mar, 20 | 108,029,243 | -0.07% |
| 31 Dec, 19 | 108,109,753 | 2.13% |
| 30 Sep, 19 | 105,858,465 | -1.15% |
| 30 Jun, 19 | 107,086,704 | -0.05% |
| 31 Mar, 19 | 107,141,218 | -4.55% |
| 31 Dec, 18 | 112,245,165 | 2.51% |
| 30 Sep, 18 | 109,493,153 | 4041.62% |
| 30 Jun, 18 | 2,643,728 | - |
Bank OZK (OZK) has 97.21M shares outstanding as of 31 Mar 24, down -0.11% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 85.80% | 1.17% |
| 31 Dec, 23 | 85.54% | 1.10% |
| 30 Sep, 23 | 88.08% | 1.13% |
| 30 Jun, 23 | 88.36% | 1.13% |
| 31 Mar, 23 | 88.35% | 1.27% |
| 31 Dec, 22 | 83.42% | 1.25% |
| 30 Sep, 22 | 81.55% | 1.21% |
| 30 Jun, 22 | 82.18% | 1.29% |
| 31 Mar, 22 | 79.92% | 1.33% |
| 31 Dec, 21 | 77.51% | 1.23% |
| 30 Sep, 21 | 79.29% | 1.20% |
| 30 Jun, 21 | 81.25% | 1.22% |
| 31 Mar, 21 | 81.70% | 1.13% |
| 31 Dec, 20 | 85.11% | 1.16% |
| 30 Sep, 20 | 85.69% | 1.15% |
| 30 Jun, 20 | 86.48% | 1.24% |
| 31 Mar, 20 | 83.59% | 1.19% |
| 31 Dec, 19 | 83.65% | 1.24% |
| 30 Sep, 19 | 82.10% | 1.19% |
| 30 Jun, 19 | 83.04% | 1.20% |
| 31 Mar, 19 | 83.15% | 1.09% |
| 31 Dec, 18 | 87.29% | 1.20% |
| 30 Sep, 18 | 85.14% | 2015.23% |
| 30 Jun, 18 | 2.06% | - |
As of 31 Mar 24, Bank OZK is held by 85.80% institutional shareholders, representing a 1.17% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 203 | -4.25% |
| 31 Dec, 23 | 212 | 16.48% |
| 30 Sep, 23 | 182 | 7.06% |
| 30 Jun, 23 | 170 | -9.09% |
| 31 Mar, 23 | 187 | -15.38% |
| 31 Dec, 22 | 221 | 50.34% |
| 30 Sep, 22 | 147 | -8.70% |
| 30 Jun, 22 | 161 | -10.06% |
| 31 Mar, 22 | 179 | 17.76% |
| 31 Dec, 21 | 152 | -2.56% |
| 30 Sep, 21 | 156 | 3.31% |
| 30 Jun, 21 | 151 | -2.58% |
| 31 Mar, 21 | 155 | 1.97% |
| 31 Dec, 20 | 152 | 18.75% |
| 30 Sep, 20 | 128 | -15.23% |
| 30 Jun, 20 | 151 | 25.83% |
| 31 Mar, 20 | 120 | -28.57% |
| 31 Dec, 19 | 168 | 15.86% |
| 30 Sep, 19 | 145 | -11.04% |
| 30 Jun, 19 | 163 | -14.66% |
| 31 Mar, 19 | 191 | 8.52% |
| 31 Dec, 18 | 176 | -43.77% |
| 30 Sep, 18 | 313 | 1856.25% |
| 30 Jun, 18 | 16 | - |
203 institutional shareholders have increased their position in OZK stock as of 31 Mar 24 compared to 212 in the previous quarter (a -4.25% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 137 | -9.27% |
| 31 Dec, 23 | 151 | 7.09% |
| 30 Sep, 23 | 141 | 1.44% |
| 30 Jun, 23 | 139 | -9.15% |
| 31 Mar, 23 | 153 | 24.39% |
| 31 Dec, 22 | 123 | -16.33% |
| 30 Sep, 22 | 147 | 4.26% |
| 30 Jun, 22 | 141 | 14.63% |
| 31 Mar, 22 | 123 | -16.89% |
| 31 Dec, 21 | 148 | 21.31% |
| 30 Sep, 21 | 122 | -4.69% |
| 30 Jun, 21 | 128 | -6.57% |
| 31 Mar, 21 | 137 | 21.24% |
| 31 Dec, 20 | 113 | 9.71% |
| 30 Sep, 20 | 103 | 1.98% |
| 30 Jun, 20 | 101 | -8.18% |
| 31 Mar, 20 | 110 | -0.90% |
| 31 Dec, 19 | 111 | 2.78% |
| 30 Sep, 19 | 108 | -4.42% |
| 30 Jun, 19 | 113 | 17.71% |
| 31 Mar, 19 | 96 | 11.63% |
| 31 Dec, 18 | 86 | 1333.33% |
| 30 Sep, 18 | 6 | - |
| 30 Jun, 18 | - | - |
137 institutional shareholders have reduced their position in OZK stock as of 31 Mar 24 compared to 151 in the previous quarter (a -9.27% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 421 | -2.55% | 97,212,333 | -0.11% | 85.80% | 1.17% | 203 | -4.25% | 137 | -9.27% |
| 31 Dec, 23 | 432 | 8.27% | 97,316,989 | -3.13% | 85.54% | 1.10% | 212 | 16.48% | 151 | 7.09% |
| 30 Sep, 23 | 399 | 6.68% | 100,459,040 | -5.48% | 88.08% | 1.13% | 182 | 7.06% | 141 | 1.44% |
| 30 Jun, 23 | 374 | -7.88% | 106,280,873 | 1.53% | 88.36% | 1.13% | 170 | -9.09% | 139 | -9.15% |
| 31 Mar, 23 | 406 | 1.75% | 104,680,928 | 5.92% | 88.35% | 1.27% | 187 | -15.38% | 153 | 24.39% |
| 31 Dec, 22 | 399 | 15.99% | 98,831,590 | 2.29% | 83.42% | 1.25% | 221 | 50.34% | 123 | -16.33% |
| 30 Sep, 22 | 344 | -3.10% | 96,619,775 | -2.39% | 81.55% | 1.21% | 147 | -8.70% | 147 | 4.26% |
| 30 Jun, 22 | 355 | -2.47% | 98,987,599 | -0.51% | 82.18% | 1.29% | 161 | -10.06% | 141 | 14.63% |
| 31 Mar, 22 | 364 | 3.41% | 99,493,246 | -0.80% | 79.92% | 1.33% | 179 | 17.76% | 123 | -16.89% |
| 31 Dec, 21 | 352 | 0.86% | 100,296,903 | -2.24% | 77.51% | 1.23% | 152 | -2.56% | 148 | 21.31% |
| 30 Sep, 21 | 349 | 0.87% | 102,595,743 | -2.66% | 79.29% | 1.20% | 156 | 3.31% | 122 | -4.69% |
| 30 Jun, 21 | 346 | -1.98% | 105,401,229 | -0.37% | 81.25% | 1.22% | 151 | -2.58% | 128 | -6.57% |
| 31 Mar, 21 | 353 | 12.78% | 105,788,813 | -3.90% | 81.70% | 1.13% | 155 | 1.97% | 137 | 21.24% |
| 31 Dec, 20 | 313 | 7.93% | 110,085,496 | -0.68% | 85.11% | 1.16% | 152 | 18.75% | 113 | 9.71% |
| 30 Sep, 20 | 290 | -1.36% | 110,837,678 | -0.92% | 85.69% | 1.15% | 128 | -15.23% | 103 | 1.98% |
| 30 Jun, 20 | 294 | 0.68% | 111,861,854 | 3.55% | 86.48% | 1.24% | 151 | 25.83% | 101 | -8.18% |
| 31 Mar, 20 | 292 | -12.05% | 108,029,243 | -0.07% | 83.59% | 1.19% | 120 | -28.57% | 110 | -0.90% |
| 31 Dec, 19 | 332 | 6.75% | 108,109,753 | 2.13% | 83.65% | 1.24% | 168 | 15.86% | 111 | 2.78% |
| 30 Sep, 19 | 311 | -5.47% | 105,858,465 | -1.15% | 82.10% | 1.19% | 145 | -11.04% | 108 | -4.42% |
| 30 Jun, 19 | 329 | -0.90% | 107,086,704 | -0.05% | 83.04% | 1.20% | 163 | -14.66% | 113 | 17.71% |
| 31 Mar, 19 | 332 | 7.10% | 107,141,218 | -4.55% | 83.15% | 1.09% | 191 | 8.52% | 96 | 11.63% |
| 31 Dec, 18 | 310 | -6.63% | 112,245,165 | 2.51% | 87.29% | 1.20% | 176 | -43.77% | 86 | 1333.33% |
| 30 Sep, 18 | 332 | 1975.00% | 109,493,153 | 4041.62% | 85.14% | 2015.23% | 313 | 1856.25% | 6 | - |
| 30 Jun, 18 | 16 | - | 2,643,728 | - | 2.06% | - | 16 | - | - | - |
Bank OZK Peer Ownership
| Ticker | Company |
|---|---|
| PNFP | Pinnacle Financial Partners, Inc. |
| BOKF | BOK Financial Corporation |
| PB | Prosperity Bancshares, Inc. |
| SFBS | ServisFirst Bancshares, Inc. |
| HTH | Hilltop Holdings Inc. |
| HWC | Hancock Whitney Corporation |
| CBSH | Commerce Bancshares, Inc. |
| IBOC | International Bancshares Corporation |
| RF | Regions Financial Corporation |
| RRBI | Red River Bancshares, Inc. |
| FFIN | First Financial Bankshares, Inc. |
| NBHC | National Bank Holdings Corporation |
| FBK | FB Financial Corporation |
OZK Ownership FAQ
Who Owns Bank OZK?
Bank OZK is owned by institutional shareholders (85.80%), insiders (0.01%), and public (14.19%). The largest institutional shareholder of Bank OZK is VANGUARD GROUP INC (10.52% of total shares) and the top mutual fund owner is WISCONSIN CAPITAL FUNDS INC (12.95% of total shares).
Who are the major institutional shareholders of Bank OZK?
Bank OZK's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and WASATCH ADVISORS LP. The top five shareholders own together 37.18% of the company's share outstanding.
How many Bank OZK shareholders are there?
As of Mar 2024, there are 421 institutional shareholders of Bank OZK.
What percentage of Bank OZK is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 11.91M shares of Bank OZK, representing 10.52% of the company's total shares outstanding, valued at $541.58M (as of Mar 2024).
What percentage of Bank OZK is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 9.97M shares of Bank OZK (OZK), compromising 8.80% of the company, valued at $453.21M.
What percentage of Bank OZK is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Bank OZK. The company owns 6.98M of the company's shares outstanding (worth $317.33M).