Latest Period
Q1 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
498
Shares (Excl. Options)
102,684,489
Price
$45.89
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- Security type / class
- Equity / COM
- Symbol
- OZK on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 102,684,489
- Total 13F value
- $4,720,485,856
- Portfolio coverage rank
- 0.01%
- Share change
- -1,279,927
- Value change
- -$56,224,901
- Number of holders
- 498
- Shares outstanding
- 111,794,667
- SEC-reported price per share
- $52.09
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.
- 498 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 498 to 18 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,720,485,856 to $258,058,270.
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 498 institutions filings for Q1 2026.
Security key
06417N103
Latest holder period
Q1 2026
13F holders
498
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 31 Mar 2026, 498 institutional investors reported holding 102,684,489 shares of Bank OZK - COM (OZK). This represents 92% 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
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.8% | 10,936,359 | +8.2% | 0.01% | $501,869,525 |
| DIMENSIONAL FUND ADVISORS LP | 5.9% | 6,625,660 | +0.59% | 0.06% | $304,045,134 |
| STATE STREET CORP | 5.5% | 6,138,146 | -6.4% | 0.01% | $281,679,520 |
| WASATCH ADVISORS LP | 5.5% | 6,126,398 | -12% | 1.9% | $281,140,381 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8% | 5,354,952 | 0% | 0.01% | $245,738,747 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 4,685,406 | 0% | 0.01% | $215,013,281 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.4% | 3,844,037 | -16% | 0.03% | $176,402,858 |
| AMERICAN CENTURY COMPANIES INC | 3% | 3,360,951 | +10% | 0.08% | $154,234,081 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 3,173,790 | +48% | 0.01% | $154,581,295 |
| FIRST TRUST ADVISORS LP | 2.7% | 3,036,101 | +4.6% | 0.1% | $139,326,677 |
| CAPTRUST FINANCIAL ADVISORS | 2.1% | 2,320,896 | +120% | 0.19% | $106,498,524 |
| Van Berkom & Associates Inc. | 1.5% | 1,724,400 | -7.8% | 2.6% | $79,133,000 |
| 1832 Asset Management L.P. | 1.5% | 1,643,325 | +0.78% | 0.1% | $75,412,184 |
| AQR CAPITAL MANAGEMENT LLC | 1.4% | 1,609,583 | +1.7% | 0.03% | $73,300,405 |
| MORGAN STANLEY | 1.2% | 1,372,457 | -6.5% | 0% | $62,982,070 |
| Giverny Capital Inc. | 1.1% | 1,231,059 | -2.6% | 2.1% | $56,493,298 |
| CITADEL ADVISORS LLC | 1% | 1,153,905 | -8.9% | 0.04% | $52,952,700 |
| Bank of New York Mellon Corp | 1% | 1,138,158 | -3% | 0.01% | $52,230,069 |
| D. E. Shaw & Co., Inc. | 0.92% | 1,029,665 | -25% | 0.04% | $47,251,327 |
| Invesco Ltd. | 0.88% | 983,115 | +51% | 0.01% | $45,115,147 |
| NORTHERN TRUST CORP | 0.86% | 955,898 | +1.8% | 0.01% | $43,866,159 |
| GOLDMAN SACHS GROUP INC | 0.84% | 935,593 | +116% | 0.01% | $42,934,371 |
| Quantinno Capital Management LP | 0.83% | 929,888 | +42% | 0.07% | $42,672,596 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.82% | 921,252 | +0.83% | 2.8% | $42,276,263 |
| RENAISSANCE TECHNOLOGIES LLC | 0.82% | 918,897 | +5.5% | 0.07% | $42,168,183 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q1 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,954,080 | $258,058,270 | -$70,933,441 | $52.09 | 18 |
| 2026 Q1 | 102,684,489 | $4,720,485,856 | -$56,224,901 | $45.89 | 498 |
| 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 |