$OZK

$50.77 +$0.41 (0.81%) Close

$OZK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 108.4M shares outstanding

Who owns OZK?

By type of holder

Institutions 96.2% Everyone else 3.8%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 48.4%

BlackRock, Inc. 9.9% · Dimensional Fund Advisors LP 6.2%

Institutional ownership

96.2%

+1.2 pts vs last qtr

Institutional holders

526

+26 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

83 / 57

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +1.7M
Norges Bank NEW +1.6M

Biggest sellers in Q2 2026

1832 Asset Management L.P. −1.6M
Wasatch Advisors LP −1.4M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Bank Ozk in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Bank Ozk.

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years7% 1–3 years9% Under 1 year5%

Quarterly turnover

9.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OZK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.7M	9.91%	−197.0K (−1.8%)	≤2021	0.0%
Shares held by quarter Peak holding10.9M (Q1'26) Change over 8 quarters+324.0K Share of the company9.910% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	6.7M	6.16%	+55.5K (+0.8%)	≤2021	0.1%
Shares held by quarter Peak holding6.7M (Q3'24) Change over 8 quarters−35.3K Share of the company6.160% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

10.7M

% of company

9.91%

Change vs last qtr

−197.0K (−1.8%)

Held since

≤2021

Dimensional Fund Advisors LP

6.7M

% of company

6.16%

Change vs last qtr

+55.5K (+0.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Bank Ozk, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OZK on Form N-PORT; together they hold 43.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$179M	3.4M	3.14%	0.14%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$176M	3.4M	3.10%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$179M

% of company

3.14%

% of the fund

0.14%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$176M

% of company

3.10%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Bank Ozk and how much of the fund the position is.

Comments