OZK · Company research
Bank OZK (OZK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1083190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24567 | 1279695 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 323129 | 16831790 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16502 | 859589 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1330867 | 69324862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39522 | 2058701 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10523 | 548144 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 310 | 16148 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10135 | 527932 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19126 | 996 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 458 | 23857 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110354 | 5748340 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21906 | 1141108 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138823 | 7231290 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 729 | 37974 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 2084 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4520 | 235447 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Greenfield Seitz Capital Management, LLC | 2097528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29827 | 1553688 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4997 | 253198 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37800 | 1969002 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 8751 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319312 | 16632962 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18905 | 984761 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66480 | 3478537 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8398 | 437452 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GREENWOOD GEARHART LLC | 1084683 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31408 | 1636043 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| WINCAP FINANCIAL LLC | 2064588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25777 | 1342740 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2570708 | 133908162 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25600 | 1333504 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214 | 11147 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21265 | 1107694 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 1355 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ridgewood Investments LLC | 1703556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22374 | 1165462 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47859 | 2492975 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16411 | 855 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391 | 20368 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89169 | 4644813 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ballast Asset Management, LP | 1998389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71665 | 3733030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IAT REINSURANCE CO LTD. | 1633625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 320400 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38096 | 1984421 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12523 | 652323 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53704 | 2797441 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 2500 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Caitlin John, LLC | 2010947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 156 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3494 | 182003 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266877 | 13901609 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241930 | 12602155 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Simmons Bank | 1674486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20574 | 1071699 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5385 | 280527 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545129 | 28395769 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12094 | 629976 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25901 | 1349183 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55929 | 2913341 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 3021 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69100 | 3599419 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PALISADE CAPITAL MANAGEMENT, LP | 1009006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29408 | 1531863 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17703 | 922149 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Diametric Capital, LP | 1719087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4121 | 214662 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244743 | 12748663 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5199115 | 270821900 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30011 | 1563273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Capital Wealth Partners, LLC | 1766228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61874 | 3223004 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40448 | 2106936 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24724 | 1287873 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5848 | 305 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32412 | 1688341 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3037125 | 158203853 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14663 | 763796 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 7241 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79322 | 4131876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7122 | 370993 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3378 | 175960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9476 | 493605 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4081 | 212579 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43759 | 2279406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17540 | 913659 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106894 | 5564301 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 382100 | 19903589 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5304 | 276288 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 625 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 5678 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.