OZKBank OZK

$49.49

Who owns OZK

485 institutions reported holding OZK for 2026Q1, together 94% of the company, fewer than the 503 a quarter earlier.

485

Institutions reporting a position · as of 2026Q1 · down from 503 the quarter before

Shares held by institutions
102.6M

Shares held by institutions · 94% of the company · long US equity positions only, as reported on Form 13F

Reported value
$4.72B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
37%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
32
New positions
57
Positions exited
81
Added to
166
Reduced
163
Top 10 holdersof the company
52%
Institutional ownership by quarter, 2018Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1485102.6M$4.72B
2025Q4503104.7M$4.82B
2025Q3518104.8M$5.34B
2025Q2466106.3M$5.00B
2025Q1474106.4M$4.62B
2024Q4466105.0M$4.67B
2024Q3434105.4M$4.52B
2024Q2430100.0M$4.10B
2024Q142199.8M$4.54B
2023Q441797.3M$4.85B
2023Q3380101.7M$3.77B
2023Q2357107.4M$4.31B
2023Q1385104.9M$3.59B
2022Q439998.9M$3.96B
2022Q334896.7M$3.83B
2022Q235199.1M$3.72B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.10.9M10%$502M
VANGUARD GROUP INC10.9M10.0%$501M
DIMENSIONAL FUND ADVISORS LP6.6M6.1%$304M
STATE STREET CORP6.1M5.6%$282M
WASATCH ADVISORS LP6.1M5.6%$281M
Charles Schwab Trust Co3.8M3.5%$176M
AMERICAN CENTURY COMPANIES INC3.4M3.1%$154M
GEODE CAPITAL MANAGEMENT LLC3.2M2.9%$155M
FIRST TRUST ADVISORS LP3.0M2.8%$139M
CAPTRUST FINANCIAL ADVISORS2.3M2.1%$106M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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