13F reference period
Q2 2026
Security Snapshot
Bank OZK - COM (OZK) Institutional Ownership
CUSIP: 06417N103
13F Institutional Holders and Ownership History from Q1 2016 to Q3 2026
Institutions Reporting
529
Shares (Excl. Options)
104.28M
Full value: 104,278,628 · shares · 30 Jun 2026Price
$52.09
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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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
- 104,278,628
- Total 13F value
- $5,441,752,809
- Portfolio coverage rank
- 0.01%
- Share change
- +1,481,729
- Value change
- +$80,434,390
- Number of holders
- 529
- Shares outstanding
- 111,794,667
- SEC-reported price per share
- $45.08
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
Filing notes and source
Key facts
- OZK - Bank OZK - COM is tracked under CUSIP 06417N103.
- 529 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 502 to 529 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$4.73B
Full value: $4,730,378,331 · USD · 31 Mar 2026.$5.44B
Full value: $5,441,752,809 · USD · 30 Jun 2026
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 529 institutions filings for Q2 2026.
Security key
06417N103
13F reference period
Q2 2026
13F holders
529
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,
529
institutional investors reported holding
shares of
Bank OZK - COM (OZK).
This represents
93%
of the company’s total
outstanding shares.
104.28M
Full value: 104,278,628 · shares · 30 Jun 2026111.79M
Full value: 111,794,667 · shares · Stored outstanding share count13F 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
36
Headline period
Q2 2026
Rows shown
1-25 of 36
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 7,473,403 | $343,843,135 | -$61,104,990 | $45.96 | 159 |
| 2026 Q2 | 104,278,628 | $5,441,752,809 | +$80,434,390 | $52.09 | 529 |
| 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 |