Latest Period
Q2 2026
Security Snapshot
Bank OZK - COM (OZK) Institutional Ownership
CUSIP: 06417N103
13F Institutional Holders and Ownership History from Q1 2016 to Q2 2026
Institutions Reporting
526
Shares (Excl. Options)
104,420,165
Price
$52.09
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- Security type / class
- Equity / COM
- Symbol
- OZK on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 104,420,165
- Total 13F value
- $5,447,726,093
- Portfolio coverage rank
- 0.01%
- Share change
- +1,651,365
- Value change
- +$89,271,800
- Number of holders
- 526
- Shares outstanding
- 111,794,667
- SEC-reported price per share
- $50.97
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OZK - Bank OZK - COM is tracked under CUSIP 06417N103.
- 526 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 502 to 526 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,730,378,331 to $5,447,726,093.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 526 institutions filings for Q2 2026.
Security key
06417N103
Latest holder period
Q2 2026
13F holders
526
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 06417N103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
OZK
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 4.2% | -22% | $244,582,605 | -$74,542,079 | 4,695,376 | -23% | Wasatch Advisors LP | 30 Jun 2026 |
As of 30 Jun 2026, 526 institutional investors reported holding 104,420,165 shares of Bank OZK - COM (OZK). This represents 93% of the company’s total 111,794,667 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.6% | 10,739,401 | -1.8% | 0.01% | $559,415,376 |
| DIMENSIONAL FUND ADVISORS LP | 6% | 6,681,155 | +0.84% | 0.06% | $348,018,992 |
| STATE STREET CORP | 5.4% | 6,076,462 | -1% | 0.01% | $316,513,239 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7% | 5,199,115 | -2.9% | 0.01% | $270,821,900 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 4,733,512 | +1% | 0.01% | $246,568,640 |
| WASATCH ADVISORS LP | 4.2% | 4,695,376 | -23% | 1.6% | $244,582,136 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7% | 4,103,828 | +6.8% | 0.03% | $213,768,401 |
| AMERICAN CENTURY COMPANIES INC | 3.3% | 3,674,397 | +9.3% | 0.08% | $191,399,392 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 3,282,071 | +3.4% | 0.01% | $183,977,594 |
| AQR CAPITAL MANAGEMENT LLC | 2.9% | 3,274,181 | +103% | 0.06% | $169,569,835 |
| FIRST TRUST ADVISORS LP | 2.7% | 3,037,125 | +0.03% | 0.09% | $158,203,853 |
| CAPTRUST FINANCIAL ADVISORS | 2.3% | 2,570,708 | +11% | 0.21% | $133,908,162 |
| Van Berkom & Associates Inc. | 1.4% | 1,604,567 | -6.9% | 2.7% | $83,582,000 |
| GOLDMAN SACHS GROUP INC | 1.4% | 1,575,317 | +68% | 0.01% | $82,058,274 |
| NORGES BANK | 1.4% | 1,570,873 | 0.01% | $81,826,775 | |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 1,330,867 | +51% | 0.05% | $69,324,862 |
| Quantinno Capital Management LP | 1.2% | 1,327,775 | +43% | 0.08% | $69,163,833 |
| Bank of New York Mellon Corp | 1.1% | 1,217,324 | +7% | 0.01% | $63,410,394 |
| Giverny Capital Inc. | 1.1% | 1,198,116 | -2.7% | 2.1% | $62,409,862 |
| D. E. Shaw & Co., Inc. | 1% | 1,165,435 | +13% | 0.04% | $60,707,510 |
| MORGAN STANLEY | 1% | 1,120,435 | -18% | 0% | $58,363,543 |
| Invesco Ltd. | 0.9% | 1,005,215 | +2.2% | 0% | $52,361,649 |
| NORTHERN TRUST CORP | 0.86% | 955,993 | +0.01% | 0.01% | $49,797,675 |
| MILLENNIUM MANAGEMENT LLC | 0.83% | 932,160 | +2.5% | 0.03% | $48,556,214 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.82% | 921,252 | 0% | 3.2% | $47,988,026 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q2 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 104,420,165 | $5,447,726,093 | +$89,271,800 | $52.09 | 526 |
| 2026 Q1 | 102,900,056 | $4,730,378,331 | -$54,712,266 | $45.89 | 502 |
| 2025 Q4 | 104,685,248 | $4,818,710,903 | +$60,407,437 | $46.02 | 507 |
| 2025 Q3 | 105,066,058 | $5,356,414,884 | -$57,155,028 | $50.98 | 522 |
| 2025 Q2 | 106,404,953 | $5,009,514,855 | +$63,740,569 | $47.06 | 471 |
| 2025 Q1 | 105,178,951 | $4,567,298,532 | +$9,431,195 | $43.45 | 477 |
| 2024 Q4 | 104,978,837 | $4,673,387,593 | -$31,260,480 | $44.53 | 465 |
| 2024 Q3 | 105,334,557 | $4,526,387,911 | +$191,057,825 | $42.99 | 433 |
| 2024 Q2 | 100,093,264 | $4,102,971,350 | +$9,597,705 | $41.00 | 428 |
| 2024 Q1 | 99,436,114 | $4,520,060,955 | +$89,592,120 | $45.46 | 420 |
| 2023 Q4 | 97,371,702 | $4,851,854,571 | -$167,016,494 | $49.83 | 416 |
| 2023 Q3 | 101,751,993 | $3,771,989,674 | -$214,535,489 | $37.07 | 382 |
| 2023 Q2 | 107,410,509 | $4,310,966,010 | +$111,840,107 | $40.16 | 356 |
| 2023 Q1 | 104,841,078 | $3,585,197,096 | +$204,040,475 | $34.20 | 382 |
| 2022 Q4 | 99,149,495 | $3,972,462,151 | +$84,910,266 | $40.06 | 396 |
| 2022 Q3 | 96,998,412 | $3,837,362,519 | -$96,140,658 | $39.56 | 338 |
| 2022 Q2 | 99,157,247 | $3,721,781,458 | -$14,285,111 | $37.53 | 345 |
| 2022 Q1 | 99,639,649 | $4,255,536,750 | -$35,832,528 | $42.70 | 361 |
| 2021 Q4 | 100,475,987 | $4,673,986,299 | -$118,600,875 | $46.53 | 352 |
| 2021 Q3 | 102,800,889 | $4,418,478,640 | -$115,603,453 | $42.98 | 342 |
| 2021 Q2 | 105,561,767 | $4,449,885,498 | -$19,018,649 | $42.16 | 339 |
| 2021 Q1 | 105,997,863 | $4,329,602,778 | -$175,805,249 | $40.85 | 344 |
| 2020 Q4 | 110,589,947 | $3,458,224,568 | -$18,041,159 | $31.27 | 304 |
| 2020 Q3 | 111,277,001 | $2,372,967,708 | -$17,225,899 | $21.32 | 279 |
| 2020 Q2 | 112,235,821 | $2,633,711,443 | +$102,329,598 | $23.47 | 283 |