Latest Period
Q4 2025
Security Snapshot
Bank OZK - COM (OZK) Institutional Ownership
CUSIP: 06417N103
13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026
Institutions Reporting
502
Shares (Excl. Options)
104,662,763
Price
$46.02
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- Type / Class
- Equity / COM
- Symbol
- OZK on Nasdaq
- Shares outstanding
- 111,389,045
- Price per share
- $47.94
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 104,662,763
- Total reported value
- $4,817,676,165
- % of total 13F portfolios
- 0.01%
- Share change
- +1,518,246
- Value change
- +$60,199,242
- Number of holders
- 502
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- OZK - Bank OZK - COM is tracked under CUSIP 06417N103.
- 502 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 502 to 147 between Q4 2025 and Q1 2026.
- Reported value moved from $4,817,676,165 to $464,017,673.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 502 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 06417N103?
CUSIP 06417N103 identifies OZK - Bank OZK - COM in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 06417N103:
Significant Owners of Bank OZK - COM (OZK) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 5.5% | -16% | $281,140,381 | -$60,173,217 | 6,126,398 | -18% | Wasatch Advisors LP | 31 Mar 2026 |
As of 31 Dec 2025, 502 institutional investors reported holding 104,662,763 shares of Bank OZK - COM (OZK). This represents 94% of the company’s total 111,389,045 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Bank OZK - COM (OZK) together control 66% 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 | 9.9% | 11,082,496 | -1.4% | 0.01% | $510,016,467 |
| BlackRock, Inc. | 9.1% | 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 | 5.9% | 6,587,068 | +1.9% | 0.06% | $303,140,699 |
| STATE STREET CORP | 5.9% | 6,556,105 | +9.1% | 0.01% | $301,711,952 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.1% | 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. | 1.5% | 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% | 1,173,500 | +11% | 0.01% | $54,004,471 |
| MILLENNIUM MANAGEMENT LLC | 0.97% | 1,079,074 | +20% | 0.04% | $49,658,985 |
| CAPTRUST FINANCIAL ADVISORS | 0.95% | 1,054,944 | -2.5% | 0.09% | $48,548,514 |
| NORTHERN TRUST CORP | 0.84% | 938,955 | -4.4% | 0.01% | $43,210,709 |
| MACKENZIE FINANCIAL CORP | 0.83% | 925,953 | +17% | 0.05% | $43,009,072 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.82% | 913,652 | -0.22% | 2.9% | $42,046,274 |
| RENAISSANCE TECHNOLOGIES LLC | 0.78% | 870,597 | +36% | 0.06% | $40,064,874 |
Institutional Holders of Bank OZK - COM (OZK) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 10,109,365 | $464,017,673 | -$55,106,236 | $45.89 | 147 |
| 2025 Q4 | 104,662,763 | $4,817,676,165 | +$60,199,242 | $46.02 | 502 |
| 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 |
| 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 | $47.94 | 0 |
| 2016 Q1 | 400 | $12,000 | $30.00 | 1 |