| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 6.6% | +34% | $379,171,193 | +$98,105,249 | 7,437,646 | +35% | Wasatch Advisors LP | 30 Sep 2025 |
As of 31 Dec 2025, 385 institutional investors reported holding 85,730,474 shares of Bank OZK - COM (OZK). This represents 76% of the company’s total 112,691,606 outstanding shares.
The largest institutional shareholders of Bank OZK - COM (OZK) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.8% | 11,082,496 | -1.4% | 0.01% | $510,016,467 |
| BlackRock, Inc. | 9% | 10,107,042 | +1.1% | 0.01% | $465,126,070 |
| WASATCH ADVISORS LP | 6.2% | 6,945,345 | -6.6% | 1.9% | $319,624,777 |
| DIMENSIONAL FUND ADVISORS LP | 5.8% | 6,587,068 | +1.9% | 0.06% | $303,140,699 |
| STATE STREET CORP | 5.8% | 6,556,105 | +9.1% | 0.01% | $301,711,952 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4% | 4,554,014 | +1.6% | 0.03% | $209,575,724 |
| AMERICAN CENTURY COMPANIES INC | 2.7% | 3,051,116 | +11% | 0.07% | $140,412,392 |
| FIRST TRUST ADVISORS LP | 2.6% | 2,901,611 | +3.3% | 0.1% | $133,532,132 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 2,146,728 | +1.4% | 0.01% | $98,812,229 |
| Van Berkom & Associates Inc. | 1.7% | 1,869,432 | +2.8% | 2.5% | $86,031,000 |
| 1832 Asset Management L.P. | 1.4% | 1,630,645 | +21166% | 0.1% | $75,042,283 |
| AQR CAPITAL MANAGEMENT LLC | 1.4% | 1,582,895 | -20% | 0.04% | $72,844,833 |
| MORGAN STANLEY | 1.3% | 1,468,034 | -15% | 0% | $67,558,992 |
| D. E. Shaw & Co., Inc. | 1.2% | 1,376,232 | -26% | 0.05% | $63,334,197 |
| NORGES BANK | 1.2% | 1,299,638 | 0.01% | $59,809,341 | |
| CITADEL ADVISORS LLC | 1.1% | 1,266,664 | +260% | 0.04% | $58,291,878 |
| Giverny Capital Inc. | 1.1% | 1,264,042 | +0.16% | 1.9% | $58,171,213 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.1% | 1,248,030 | -43% | 0.01% | $57,434,340 |
| Bank of New York Mellon Corp | 1% | 1,173,500 | +11% | 0.01% | $54,004,471 |
| MILLENNIUM MANAGEMENT LLC | 0.96% | 1,079,074 | +20% | 0.04% | $49,658,985 |
| CAPTRUST FINANCIAL ADVISORS | 0.94% | 1,054,944 | -2.5% | 0.09% | $48,548,514 |
| NORTHERN TRUST CORP | 0.83% | 938,955 | -4.4% | 0.01% | $43,210,709 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.81% | 913,652 | -0.22% | 2.9% | $42,046,274 |
| RENAISSANCE TECHNOLOGIES LLC | 0.77% | 870,597 | +36% | 0.06% | $40,064,874 |
| CITIGROUP INC | 0.68% | 768,602 | +64% | 0.02% | $35,371,065 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 85,730,474 | $3,945,897,741 | +$156,942,489 | $46.02 | 385 |
| 2025 Q3 | 105,105,984 | $5,358,450,292 | -$57,329,020 | $50.98 | 520 |
| 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 |
| 2020 Q1 | 108,058,373 | $1,804,706,074 | -$28,095,583 | $16.70 | 275 |
| 2019 Q4 | 108,114,741 | $3,298,410,206 | +$74,222,432 | $30.50 | 327 |
| 2019 Q3 | 105,715,067 | $2,882,535,908 | -$45,319,585 | $27.27 | 300 |
| 2019 Q2 | 107,139,980 | $3,221,621,788 | +$19,488,582 | $30.09 | 322 |
| 2019 Q1 | 107,223,373 | $3,106,389,527 | -$114,220,304 | $28.98 | 323 |
| 2018 Q4 | 112,031,155 | $2,556,745,611 | -$88,432,377 | $22.83 | 292 |
| 2018 Q3 | 109,460,753 | $4,155,210,170 | +$4,053,969,172 | $37.96 | 313 |
| 2018 Q2 | 2,643,688 | $119,069,000 | +$119,069,000 | $45.04 | 15 |
| 2016 Q2 | 0 | $0 | -$12,000 | $47.98 | 0 |
| 2016 Q1 | 400 | $12,000 | $30.00 | 1 |