Bank OZK (OZK) — Institutional Holders, Q2 2026

532 institutional investment managers reported a OZK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← OZK stock profile

OZK in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

192

Trimmed

174

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +1,664,598 sh+$86.7M
GOLDMAN SACHS GROUPAdded · +639,724 sh+$33.3M
TWO SIGMA INVESTMENTSAdded · +448,040 sh+$23.3M
Quantinno Capital ManagementAdded · +397,887 sh+$20.7M
AMERICAN CENTURY COMPANIESAdded · +313,446 sh+$16.3M

Biggest sellers

1832 Asset Management L.P.Trimmed · -1,616,854 sh-$84.2M
WASATCH ADVISORSTrimmed · -1,431,022 sh-$74.5M
CITADEL ADVISORSTrimmed · -713,177 sh-$37.1M
MORGAN STANLEYTrimmed · -252,022 sh-$13.1M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -251,154 sh-$13.1M

OZK 13F holders ranked 1–100 of 532

Institutional investors reporting a position in Bank OZK on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 10,739,401 sh	10,739,401	$559.4M	<0.01%	-1.8%
2	DIMENSIONAL FUND ADVISORS#2 · 6,681,155 sh	6,681,155	$348.0M	0.06%	+0.8%
3	STATE STREET#3 · 6,076,462 sh	6,076,462	$316.5M	<0.01%	-1.0%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 5,199,115 sh	5,199,115	$270.8M	0.01%	-2.9%
5	VANGUARD CAPITAL MANAGEMENT#5 · 4,733,512 sh	4,733,512	$246.6M	<0.01%	+1.0%
6	WASATCH ADVISORS#6 · 4,695,376 sh	4,695,376	$244.6M	—	-23.4%
7	CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 4,103,828 sh	4,103,828	$213.8M	0.03%	+6.8%
8	AMERICAN CENTURY COMPANIES#8 · 3,674,397 sh	3,674,397	$191.4M	0.08%	+9.3%
9	GEODE CAPITAL MANAGEMENT#9 · 3,282,071 sh	3,282,071	$184.0M	<0.01%	+3.4%
10	AQR CAPITAL MANAGEMENT#10 · 3,274,181 sh	3,274,181	$169.6M	0.06%	+103.4%
11	FIRST ADVISORS#11 · 3,037,125 sh	3,037,125	$158.2M	0.09%	0.0%
12	CAPTRUST FINANCIAL ADVISORS#12 · 2,570,708 sh	2,570,708	$133.9M	0.20%	+10.8%
13	Van Berkom & Associates#13 · 1,604,567 sh	1,604,567	$83.6M	2.69%	-6.9%
14	GOLDMAN SACHS GROUP#14 · 1,575,317 sh	1,575,317	$82.1M	<0.01%	+68.4%
15	NORGES BANK#15 · 1,570,873 sh	1,570,873	$81.8M	<0.01%	—
16	TWO SIGMA INVESTMENTS#16 · 1,330,867 sh	1,330,867	$69.3M	0.05%	+50.8%
17	Quantinno Capital Management#17 · 1,327,775 sh	1,327,775	$69.2M	0.08%	+42.8%
18	Bank of New York Mellon#18 · 1,217,324 sh	1,217,324	$63.4M	0.01%	+7.0%
19	Giverny Capital#19 · 1,198,116 sh	1,198,116	$62.4M	2.10%	-2.7%
20	D. E. Shaw#20 · 1,165,435 sh	1,165,435	$60.7M	0.03%	+13.2%
21	MORGAN STANLEY#21 · 1,120,435 sh	1,120,435	$58.4M	<0.01%	-18.4%
22	Invesco Ltd.#22 · 1,005,215 sh	1,005,215	$52.4M	<0.01%	+2.2%
23	NORTHERN#23 · 955,993 sh	955,993	$49.8M	<0.01%	0.0%
24	MILLENNIUM MANAGEMENT#24 · 932,160 sh	932,160	$48.6M	0.02%	+2.5%
25	FAIRHOLME CAPITAL MANAGEMENT#25 · 921,252 sh	921,252	$48.0M	3.22%	0.0%
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#26 · 860,817 sh	860,817	$44.8M	0.02%	+46.4%
27	TUDOR INVESTMENT ET AL#27 · 810,073 sh	810,073	$42.2M	0.06%	+21.5%
28	RENAISSANCE TECHNOLOGIES#28 · 781,897 sh	781,897	$40.7M	0.06%	-14.9%
29	KENNEDY CAPITAL MANAGEMENT#29 · 660,025 sh	660,025	$34.4M	0.61%	-2.6%
30	BANK OF AMERICA#30 · 656,898 sh	656,898	$34.2M	<0.01%	-15.2%
31	VANGUARD FIDUCIARY#31 · 652,319 sh	652,319	$34.0M	<0.01%	+0.9%
32	VOLORIDGE INVESTMENT MANAGEMENT#32 · 609,347 sh	609,347	$31.7M	0.14%	-12.5%
33	Newport Company#33 · 592,739 sh	592,739	$30.9M	0.07%	-3.1%
34	UBS Group AG#34 · 545,546 sh	545,546	$28.4M	<0.01%	+19.6%
35	ProShare Advisors#35 · 545,129 sh	545,129	$28.4M	0.04%	+1.4%
36	Allspring Global Investments#36 · 521,909 sh	521,909	$27.6M	0.04%	+35.3%
37	SEI INVESTMENTS#37 · 518,824 sh	518,824	$27.0M	0.02%	-14.9%
38	LSV ASSET MANAGEMENT#38 · 499,100 sh	499,100	$26.0M	0.05%	-0.9%
39	Twin Lions Management#39 · 485,160 sh	485,160	$25.3M	19.82%	0.0%
40	WELLINGTON MANAGEMENT GROUP LLP#40 · 470,333 sh	470,333	$24.5M	<0.01%	-34.8%
41	CITIGROUP#41 · 458,513 sh	458,513	$23.9M	<0.01%	+82.8%
42	LPL Financial#42 · 451,390 sh	451,390	$23.5M	<0.01%	+0.9%
43	CITADEL ADVISORS#43 · 440,728 sh	440,728	$23.0M	<0.01%	-61.8%
44	HRT FINANCIAL#44 · 435,761 sh	435,761	$22.7M	0.06%	+164.0%
45	VIRGINIA RETIREMENT SYSTEMS ET Al#45 · 381,868 sh	381,868	$19.9M	0.07%	+82.9%
46	RAYMOND JAMES FINANCIAL#46 · 341,754 sh	341,754	$17.8M	<0.01%	+2.9%
47	Treasurer of the State of North Carolina#47 · 335,972 sh	335,972	$17.5M	0.05%	+0.2%
48	FRANKLIN RESOURCES#48 · 327,434 sh	327,434	$17.1M	<0.01%	+9.4%
49	MACKENZIE FINANCIAL#49 · 323,129 sh	323,129	$16.8M	0.02%	-43.2%
50	ALGERT GLOBAL#50 · 319,312 sh	319,312	$16.6M	0.20%	-11.3%
51	RHUMBLINE ADVISERS#51 · 303,917 sh	303,917	$15.8M	0.01%	-6.6%
52	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#52 · 297,669 sh	297,669	$15.5M	<0.01%	-4.0%
53	JPMORGAN CHASE#53 · 289,468 sh	289,468	$15.2M	<0.01%	-4.8%
54	CABOT WEALTH MANAGEMENT#54 · 289,305 sh	289,305	$15.1M	1.53%	-1.9%
55	Bridgewater Associates#55 · 287,790 sh	287,790	$15.0M	0.06%	+1.6%
56	EARNEST PARTNERS#56 · 287,583 sh	287,583	$15.0M	0.05%	-0.2%
57	Jump Financial#57 · 281,488 sh	281,488	$14.7M	0.12%	+174.4%
58	VICTORY CAPITAL MANAGEMENT#58 · 278,961 sh	278,961	$14.5M	<0.01%	-29.7%
59	DIAMOND HILL CAPITAL MANAGEMENT#59 · 269,495 sh	269,495	$14.0M	0.11%	+4.0%
60	PUBLIC SECTOR PENSION INVESTMENT BOARD#60 · 268,064 sh	268,064	$14.0M	0.04%	-2.8%
61	ENVESTNET ASSET MANAGEMENT#61 · 266,877 sh	266,877	$13.9M	<0.01%	+3.0%
62	RICE HALL JAMES & ASSOCIATES#62 · 259,433 sh	259,433	$13.5M	0.66%	-0.1%
63	Ranger Investment Management, L.P.#63 · 254,180 sh	254,180	$13.2M	0.84%	-6.4%
64	WEYBOSSET RESEARCH & MANAGEMENT#64 · 242,266 sh	242,266	$12.6M	—	+1.2%
65	Clearbridge Investments#65 · 241,930 sh	241,930	$12.6M	0.01%	+1.2%
66	Point72 Asset Management, L.P.#66 · 239,299 sh	239,299	$12.5M	0.01%	+8.0%
67	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#67 · 237,875 sh	237,875	$12.4M	<0.01%	+2.7%
68	PRINCIPAL FINANCIAL GROUP#68 · 233,693 sh	233,693	$12.2M	<0.01%	+0.6%
69	BARCLAYS PLC#69 · 231,583 sh	231,583	$12.1M	<0.01%	-6.0%
70	Trexquant Investment#70 · 226,299 sh	226,299	$11.8M	0.07%	New
71	Hodges Capital Management#71 · 222,823 sh	222,823	$11.6M	0.77%	-11.4%
72	Fideuram Asset Management (Ireland) dac#72 · 240,786 sh	240,786	$11.6M	0.22%	New
73	Swiss National Bank#73 · 210,433 sh	210,433	$11.0M	<0.01%	-1.1%
74	Quantbot Technologies#74 · 210,162 sh	210,162	$10.9M	0.43%	-23.1%
75	Numerai GP#75 · 203,437 sh	203,437	$10.6M	0.87%	+25.5%
76	Allianz Asset Management GmbH#76 · 225,892 sh	225,892	$10.4M	<0.01%	-0.1%
77	Mariner#77 · 184,930 sh	184,930	$9.6M	0.01%	+535.5%
78	Corient Private Wealth#78 · 182,738 sh	182,738	$9.5M	0.01%	+12.0%
79	CONGRESS ASSET MANAGEMENT#79 · 174,690 sh	174,690	$9.1M	—	+60.9%
80	Schonfeld Strategic Advisors#80 · 169,505 sh	169,505	$8.8M	0.03%	+84.4%
81	CI INVESTMENTS#81 · 163,780 sh	163,780	$8.5M	0.03%	-8.1%
82	Nuveen#82 · 160,379 sh	160,379	$8.4M	<0.01%	+8.4%
83	Integrated Wealth Concepts#83 · 158,506 sh	158,506	$8.3M	0.04%	New
84	Vest Financial#84 · 151,117 sh	151,117	$7.9M	—	+3.2%
85	QV Investors#85 · 142,060 sh	142,060	$7.4M	—	-2.3%
86	Hudson Bay Capital Management#86 · 140,614 sh	140,614	$7.3M	0.02%	0.0%
87	ALLIANCEBERNSTEIN L.P.#87 · 159,249 sh	159,249	$7.3M	<0.01%	+23.3%
88	ExodusPoint Capital Management#88 · 138,823 sh	138,823	$7.2M	0.05%	+174.5%
89	Russell Investments Group, Ltd.#89 · 137,863 sh	137,863	$7.2M	<0.01%	-2.9%
90	Legal & General Group Plc#90 · 135,322 sh	135,322	$7.0M	<0.01%	-3.0%
91	MAI Capital Management#91 · 131,906 sh	131,906	$6.9M	0.03%	+55.6%
92	GSA CAPITAL PARTNERS LLP#92 · 129,863 sh	129,863	$6.8M	0.43%	-4.1%
93	Man Group plc#93 · 123,981 sh	123,981	$6.5M	0.01%	-41.3%
94	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#94 · 118,329 sh	118,329	$6.2M	—	-0.9%
95	Cerity Partners#95 · 114,604 sh	114,604	$6.0M	<0.01%	+187.0%
96	Squarepoint Ops#96 · 110,354 sh	110,354	$5.7M	<0.01%	+18.4%
97	South Dakota Investment Council#97 · 109,510 sh	109,510	$5.7M	0.10%	0.0%
98	Focus Partners Wealth#98 · 106,894 sh	106,894	$5.6M	<0.01%	-33.5%
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#99 · 106,743 sh	106,743	$5.6M	<0.01%	-2.6%
100	AMERIPRISE FINANCIAL#100 · 106,645 sh	106,645	$5.6M	<0.01%	-14.2%

Funds that sold out of OZK in Q2 2026 (51)

Held OZK at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held OZK in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Algebris (UK) Ltd206,053 sh	206,053	$9.4M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC100,586 sh	100,586	$4.6M
JUPITER ASSET MANAGEMENT LTD89,627 sh	89,627	$4.1M
MANGROVE PARTNERS IM42,364 sh	42,364	$1.9M
De Lisle Partners LLP42,000 sh	42,000	$1.9M
OCCUDO QUANTITATIVE STRATEGIES33,868 sh	33,868	$1.6M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.34,140 sh	34,140	$1.6M
Verition Fund Management24,376 sh	24,376	$1.1M
READYSTATE ASSET MANAGEMENT16,450 sh	16,450	$754.9K
MARSHALL WACE, LLP16,336 sh	16,336	$749.7K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS15,092 sh	15,092	$692.6K
BANK OF NOVA SCOTIA13,144 sh	13,144	$603.2K
BALYASNY ASSET MANAGEMENT L.P.12,435 sh	12,435	$570.6K
INTECH INVESTMENT MANAGEMENT10,816 sh	10,816	$496.3K
Parallax Volatility Advisers, L.P.10,035 sh	10,035	$486.9K
nVerses Capital10,244 sh	10,244	$470.1K
Jain Global10,030 sh	10,030	$460.3K
TWINBEECH CAPITAL10,023 sh	10,023	$460.0K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT9,875 sh	9,875	$455.9K
GTS SECURITIES8,952 sh	8,952	$410.8K
Vestcor7,742 sh	7,742	$355.0K
BANK OF NOVA SCOTIA5,569 sh	5,569	$255.6K
DnB Asset Management AS5,497 sh	5,497	$252.3K
Calamos Advisors5,361 sh	5,361	$246.0K
Calamos Wealth Management5,361 sh	5,361	$246.0K
SAGESPRING WEALTH PARTNERS5,171 sh	5,171	$237.3K
BTG Pactual Asset Management US5,095 sh	5,095	$233.8K
Private Advisor Group4,689 sh	4,689	$215.2K
Bridgefront Capital4,412 sh	4,412	$202.5K
Aaron Wealth Advisors4,360 sh	4,360	$200.1K
Advisory Services Network1,929 sh	1,929	$88.5K
Innovative Asset Advisors Group1,326 sh	1,326	$60.9K
Bayforest Capital Ltd1,035 sh	1,035	$47.5K
Union Bankshares825 sh	825	$37.9K
TORONTO DOMINION BANK779 sh	779	$36.0K
Root Financial Partners742 sh	742	$34.0K
Ancora Advisors675 sh	675	$31.0K
LOS ANGELES CAPITAL MANAGEMENT548 sh	548	$25.1K
Aster Capital Management (DIFC) Ltd438 sh	438	$19.0K
Team Financial Group387 sh	387	$17.7K
Aquatic Capital Management266 sh	266	$12.2K
Destiny Wealth Partners200 sh	200	$9.2K
Horizon Investments134 sh	134	$6.1K
JNBA Financial Advisors112 sh	112	$5.1K
Wall Street Financial Group83 sh	83	$3.8K
TWIN PEAKS WEALTH ADVISORS79 sh	79	$3.6K
GILPIN WEALTH MANAGEMENT40 sh	40	$1.8K
Annis Gardner Whiting Capital Advisors25 sh	25	$1.1K
Vermillion Wealth Management10 sh	10	$459.00
BARTLETT & WEALTH MANAGEMENT3 sh	3	$144.00
CURIO WEALTH2 sh	2	$92.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.