| 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 30 Sep 2025, 519 institutional investors reported holding 105,105,700 shares of Bank OZK - COM (OZK). This represents 93% of the company’s total 112,691,606 outstanding shares.
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 | 10% | 11,234,679 | -0.76% | 0.01% | $572,743,936 |
| BlackRock, Inc. | 8.9% | 9,993,762 | -0.55% | 0.01% | $509,481,984 |
| WASATCH ADVISORS LP | 6.6% | 7,437,646 | +35% | 2% | $379,171,193 |
| DIMENSIONAL FUND ADVISORS LP | 5.7% | 6,462,377 | +0.22% | 0.07% | $329,453,111 |
| STATE STREET CORP | 5.3% | 6,009,320 | -7.2% | 0.01% | $306,355,134 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4% | 4,480,094 | +1.7% | 0.04% | $228,395,192 |
| FIRST TRUST ADVISORS LP | 2.5% | 2,808,166 | +0.62% | 0.11% | $143,160,287 |
| AMERICAN CENTURY COMPANIES INC | 2.4% | 2,743,655 | +4.3% | 0.07% | $139,871,563 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.9% | 2,185,334 | -29% | 0.02% | $111,408,328 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 2,117,704 | +3.6% | 0.01% | $107,978,546 |
| AQR CAPITAL MANAGEMENT LLC | 1.8% | 1,977,960 | -18% | 0.06% | $100,836,404 |
| D. E. Shaw & Co., Inc. | 1.7% | 1,861,304 | +11% | 0.08% | $94,889,277 |
| Van Berkom & Associates Inc. | 1.6% | 1,818,447 | +0.71% | 2.7% | $92,704,000 |
| MORGAN STANLEY | 1.5% | 1,719,170 | +57% | 0.01% | $87,643,407 |
| JARISLOWSKY, FRASER Ltd | 1.5% | 1,658,271 | -8% | 0.46% | $84,538,655 |
| Giverny Capital Inc. | 1.1% | 1,261,960 | +0.24% | 2.2% | $64,334,721 |
| CAPTRUST FINANCIAL ADVISORS | 0.96% | 1,081,907 | +0.01% | 0.11% | $55,155,600 |
| Bank of New York Mellon Corp | 0.94% | 1,054,425 | -2.1% | 0.01% | $53,754,598 |
| NORTHERN TRUST CORP | 0.87% | 982,368 | -0.63% | 0.01% | $50,081,120 |
| Quantinno Capital Management LP | 0.84% | 947,209 | +70% | 0.13% | $48,288,744 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 0.81% | 915,652 | -0.12% | 3.8% | $46,679,949 |
| MILLENNIUM MANAGEMENT LLC | 0.8% | 898,784 | -22% | 0.04% | $45,820,008 |
| MACKENZIE FINANCIAL CORP | 0.7% | 788,819 | +39% | 0.05% | $40,213,993 |
| BERKLEY W R CORP | 0.62% | 703,000 | 0% | 2.3% | $35,838,940 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.62% | 697,939 | -8.4% | 0.79% | $35,580,935 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,539,998 | $71,336,645 | +$843,846 | $46.02 | 59 |
| 2025 Q3 | 105,105,700 | $5,358,442,219 | -$61,686,539 | $50.98 | 519 |
| 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 | $46.02 | 0 |
| 2016 Q1 | 400 | $12,000 | $30.00 | 1 |