Bank OZK - COM (OZK)

CUSIP: 06417N103

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COM
Shares outstanding
111,389,045
Total 13F shares
107,410,509
Share change
+2,463,840
Total reported value
$4,310,966,010
Put/Call ratio
428%
Price per share
$40.16
Number of holders
356
Value change
+$111,840,107
Number of buys
166
Number of sells
208

Quarterly Holders Quick Answers

What is CUSIP 06417N103?
CUSIP 06417N103 identifies OZK - Bank OZK - COM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of OZK - Bank OZK - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
STATE STREET CORP
13F
Company
11%
12,791,703
$437,476,243 31 Mar 2023
13F
VANGUARD GROUP INC
13F
Company
11%
12,089,968
$413,476,905 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
9.5%
10,557,856
$361,078,661 31 Mar 2023
13F
WASATCH ADVISORS LP
13F
Company
7.4%
8,261,517
$282,543,881 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
6.3%
7,024,513
$240,235,810 31 Mar 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
4.4%
4,928,980
$168,571,116 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
2.6%
2,870,690
$98,177,598 31 Mar 2023
13F
DIAMOND HILL CAPITAL MANAGEMENT INC
13F
Company
2%
2,183,449
$74,673,956 31 Mar 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
2%
2,182,928
$74,655,592 31 Mar 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.8%
2,003,851
$68,532,000 31 Mar 2023
13F
JARISLOWSKY, FRASER Ltd
13F
Company
1.6%
1,790,084
$61,220,872 31 Mar 2023
13F
Copeland Capital Management, LLC
13F
Company
1.6%
1,782,031
$60,945,000 31 Mar 2023
13F
Van Berkom & Associates Inc.
13F
Company
1.6%
1,741,603
$59,563,000 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.5%
1,658,356
$56,715,799 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
1.4%
1,506,623
$51,526,524 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
1.2%
1,382,400
$47,278,117 31 Mar 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
1.2%
1,294,280
$44,264,376 31 Mar 2023
13F
Newport Trust Company, LLC
13F
Company
1.1%
1,187,459
$40,611,108 31 Mar 2023
13F
NORGES BANK
13F
Company
1%
1,145,885
$39,189,267 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
0.97%
1,079,615
$36,922,834 31 Mar 2023
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.83%
919,568
$31,449,000 31 Mar 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
0.82%
916,059
$31,329,213 31 Mar 2023
13F
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
0.71%
790,296
$27,028,123 31 Mar 2023
13F
ProShare Advisors LLC
13F
Company
0.7%
782,359
$26,756,678 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.52%
583,228
$19,945,000 31 Mar 2023
13F
CAPTRUST FINANCIAL ADVISORS
13F
Company
0.49%
545,576
$18,658,692 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.48%
536,994
$18,365,000 31 Mar 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.48%
536,732
$18,356,200 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.45%
500,878
$17,130,041 31 Mar 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.44%
486,731
$16,646,200 31 Mar 2023
13F
Clearbridge Investments, LLC
13F
Company
0.39%
439,147
$15,018,829 31 Mar 2023
13F
SEI INVESTMENTS CO
13F
Company
0.39%
438,554
$14,998,636 31 Mar 2023
13F
CI INVESTMENTS INC.
13F
Company
0.39%
432,855
$14,804,000 31 Mar 2023
13F
CABOT WEALTH MANAGEMENT INC
13F
Company
0.39%
428,896
$14,668,000 31 Mar 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.38%
426,070
$14,571,594 31 Mar 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.34%
380,506
$13,006,233 31 Mar 2023
13F
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
0.34%
379,135
$12,966,417 31 Mar 2023
13F
Retirement Systems of Alabama
13F
Company
0.34%
378,919
$12,959,030 31 Mar 2023
13F
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
0.34%
378,184
$12,933,883 31 Mar 2023
13F
Cubist Systematic Strategies, LLC
13F
Company
0.33%
363,151
$12,419,775 31 Mar 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.32%
361,371
$12,358,922 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.31%
348,690
$11,925,198 31 Mar 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.31%
347,269
$11,877,000 31 Mar 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.31%
346,526
$11,851,189 31 Mar 2023
13F
LSV ASSET MANAGEMENT
13F
Company
0.31%
340,340
$11,640,000 31 Mar 2023
13F
TCW GROUP INC
13F
Company
0.28%
316,755
$10,833,021 31 Mar 2023
13F
LPL Financial LLC
13F
Company
0.27%
303,053
$10,364,401 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.25%
278,435
$9,522,483 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.24%
268,204
$9,172,567 31 Mar 2023
13F
WEYBOSSET RESEARCH & MANAGEMENT LLC
13F
Company
0.23%
258,501
$8,841,000 31 Mar 2023
13F

Institutional Holders of Bank OZK - COM (OZK) as of Q2 2023

As of 30 Jun 2023, Bank OZK - COM (OZK) was held by 356 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 107,410,509 shares. The largest 10 holders included VANGUARD GROUP INC, STATE STREET CORP, BlackRock Inc., WASATCH ADVISORS LP, DIMENSIONAL FUND ADVISORS LP, FULLER & THALER ASSET MANAGEMENT, INC., GOLDMAN SACHS GROUP INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, PRINCIPAL FINANCIAL GROUP INC, and Copeland Capital Management, LLC. This page lists 357 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
382
Q2 2023 holders
356
Holder diff
-26
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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