Bank OZK (OZK) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OZK 13F holders ranked 301–400 of 532
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Mustard Seed Financial#301 · 9,612 sh | 9,612 | $500.7K | 0.26% | 0.0% |
| 302 | CERTUITY#302 · 9,369 sh | 9,369 | $488.0K | 0.02% | +48.4% |
| 303 | CHOREO#303 · 9,276 sh | 9,276 | $483.2K | <0.01% | +2.1% |
| 304 | West Family Investments#304 · 9,176 sh | 9,176 | $478.0K | 0.14% | New |
| 305 | WILEY BROS.-AINTREE CAPITAL#305 · 8,861 sh | 8,861 | $461.6K | <0.01% | +14.1% |
| 306 | Baker Avenue Asset Management#306 · 8,749 sh | 8,749 | $455.7K | <0.01% | +78.2% |
| 307 | M&T BANK#307 · 8,725 sh | 8,725 | $454.5K | <0.01% | -43.1% |
| 308 | COMMONWEALTH EQUITY SERVICES#308 · 8,624 sh | 8,624 | $449.2K | <0.01% | +22.7% |
| 309 | NorthCrest Asset Manangement#309 · 8,795 sh | 8,795 | $441.2K | — | New |
| 310 | Forvis Mazars Wealth Advisors#310 · 8,467 sh | 8,467 | $441.0K | — | 0.0% |
| 311 | ARKANSAS FINANCIAL GROUP#311 · 8,410 sh | 8,410 | $438.1K | — | 0.0% |
| 312 | Pallas Capital Advisors#312 · 8,398 sh | 8,398 | $437.5K | 0.01% | +53.5% |
| 313 | Federation des caisses Desjardins du Quebec#313 · 8,365 sh | 8,365 | $435.7K | <0.01% | -77.6% |
| 314 | O'SHAUGHNESSY ASSET MANAGEMENT#314 · 8,169 sh | 8,169 | $425.5K | <0.01% | -40.3% |
| 315 | Financial Management#315 · 8,029 sh | 8,029 | $418.3K | 0.34% | 0.0% |
| 316 | AIGEN INVESTMENT MANAGEMENT#316 · 7,985 sh | 7,985 | $415.9K | 0.11% | +53.6% |
| 317 | GLENMEDE NA#317 · 7,915 sh | 7,915 | $412.3K | <0.01% | 0.0% |
| 318 | IEQ CAPITAL#318 · 7,871 sh | 7,871 | $410.0K | <0.01% | New |
| 319 | TWO SIGMA SECURITIES#319 · 7,822 sh | 7,822 | $407.4K | 0.04% | -54.5% |
| 320 | UNITED CAPITAL FINANCIAL ADVISORS#320 · 7,817 sh | 7,817 | $407.2K | <0.01% | -3.9% |
| 321 | ACORN FINANCIAL ADVISORY SERVICES#321 · 7,775 sh | 7,775 | $405.0K | 0.05% | +0.9% |
| 322 | PRINCIPAL SECURITIES#322 · 7,768 sh | 7,768 | $404.6K | <0.01% | +48.4% |
| 323 | Sigma Planning#323 · 7,671 sh | 7,671 | $399.6K | — | +6.6% |
| 324 | ATLAS CAPITAL ADVISORS#324 · 7,659 sh | 7,659 | $399.0K | 0.04% | +697.0% |
| 325 | EVERGREEN CAPITAL MANAGEMENT#325 · 7,600 sh | 7,600 | $395.9K | — | -39.5% |
| 326 | SECURIAN ASSET MANAGEMENT#326 · 7,523 sh | 7,523 | $391.3K | 0.01% | -0.9% |
| 327 | Sciencast Management#327 · 7,448 sh | 7,448 | $388.0K | 0.08% | New |
| 328 | JANE STREET GROUP#328 · 7,382 sh | 7,382 | $384.5K | 0.00% | -96.0% |
| 329 | Advisors Capital Management#329 · 7,340 sh | 7,340 | $382.3K | <0.01% | 0.0% |
| 330 | Swiss Life Asset Management Ltd#330 · 7,334 sh | 7,334 | $382.0K | <0.01% | +7.6% |
| 331 | Versant Capital Management#331 · 7,278 sh | 7,278 | $379.1K | — | -1.2% |
| 332 | BRIGHTON JONES#332 · 7,122 sh | 7,122 | $371.0K | <0.01% | New |
| 333 | Farther Finance Advisors#333 · 6,983 sh | 6,983 | $363.7K | — | +41.5% |
| 334 | Lido Advisors#334 · 6,823 sh | 6,823 | $355.4K | <0.01% | New |
| 335 | REGIONS FINANCIAL#335 · 6,708 sh | 6,708 | $349.4K | <0.01% | -0.7% |
| 336 | Krilogy Financial#336 · 6,685 sh | 6,685 | $348.2K | — | New |
| 337 | BOOTHBAY FUND MANAGEMENT#337 · 6,581 sh | 6,581 | $342.8K | <0.01% | New |
| 338 | Integrated Advisors Network#338 · 6,516 sh | 6,516 | $339.4K | — | -21.4% |
| 339 | LATHROP INVESTMENT MANAGEMENT#339 · 6,397 sh | 6,397 | $333.0K | 0.06% | -6.5% |
| 340 | Walleye Trading#340 · 6,391 sh | 6,391 | $332.9K | <0.01% | -26.4% |
| 341 | Abel Hall#341 · 6,350 sh | 6,350 | $330.8K | — | +5.2% |
| 342 | Hexagon Capital Partners#342 · 6,305 sh | 6,305 | $328.4K | 0.05% | +1.8% |
| 343 | SG Americas Securities#343 · 6,283 sh | 6,283 | $327.0K | <0.01% | -83.7% |
| 344 | D.A. DAVIDSON#344 · 6,203 sh | 6,203 | $323.2K | <0.01% | -4.1% |
| 345 | Crestwood Advisors Group#345 · 6,202 sh | 6,202 | $323.1K | <0.01% | New |
| 346 | Hunter Perkins Capital Management#346 · 6,204 sh | 6,204 | $323.0K | 0.07% | -4.0% |
| 347 | Crossmark Global#347 · 6,180 sh | 6,180 | $321.9K | — | -1.0% |
| 348 | IAT REINSURANCE LTD.#348 · 60,000 sh | 60,000 | $320.4K | 0.19% | 0.0% |
| 349 | GAMMA Investing#349 · 6,150 sh | 6,150 | $320.4K | — | +17.0% |
| 350 | Callan Family Office#350 · 6,101 sh | 6,101 | $317.8K | <0.01% | +0.4% |
| 351 | US BANCORP \DE\#351 · 6,012 sh | 6,012 | $313.2K | <0.01% | +59.1% |
| 352 | Machina Capital S.A.S.#352 · 5,966 sh | 5,966 | $310.8K | 0.05% | New |
| 353 | Ensign Peak Advisors#353 · 5,877 sh | 5,877 | $306.1K | <0.01% | -85.4% |
| 354 | Virtu Financial#354 · 5,848 sh | 5,848 | $305.0K | <0.01% | New |
| 355 | Sanctuary Advisors#355 · 5,853 sh | 5,853 | $304.9K | <0.01% | New |
| 356 | Bank OZK#356 · 5,818 sh | 5,818 | $303.1K | 0.09% | -7.2% |
| 357 | Inscription Capital#357 · 5,766 sh | 5,766 | $300.4K | 0.03% | -23.8% |
| 358 | Gotham Asset Management#358 · 5,754 sh | 5,754 | $299.7K | <0.01% | -1.4% |
| 359 | Bull Harbor Capital#359 · 5,730 sh | 5,730 | $298.5K | 0.06% | New |
| 360 | Millennium Capital Advisors#360 · 5,693 sh | 5,693 | $296.6K | — | +0.2% |
| 361 | PNC FINANCIAL SERVICES GROUP#361 · 5,464 sh | 5,464 | $284.6K | <0.01% | +0.2% |
| 362 | Koss-Olinger Consulting#362 · 5,400 sh | 5,400 | $281.3K | 0.02% | New |
| 363 | MGO ONE SEVEN#363 · 5,385 sh | 5,385 | $280.5K | <0.01% | +9.0% |
| 364 | MEEDER ASSET MANAGEMENT#364 · 5,368 sh | 5,368 | $279.6K | 0.01% | New |
| 365 | Utah Retirement Systems#365 · 5,361 sh | 5,361 | $279.3K | <0.01% | -5.0% |
| 366 | Azimuth Capital Investment Management#366 · 5,350 sh | 5,350 | $278.7K | <0.01% | 0.0% |
| 367 | QUADRANT CAPITAL GROUP#367 · 5,348 sh | 5,348 | $278.6K | — | -50.1% |
| 368 | NewEdge Advisors#368 · 5,304 sh | 5,304 | $276.3K | <0.01% | New |
| 369 | Snowden Capital Advisors#369 · 5,201 sh | 5,201 | $270.9K | <0.01% | New |
| 370 | Mendel Capital Management#370 · 5,185 sh | 5,185 | $270.1K | 0.12% | 0.0% |
| 371 | Forefront Wealth Partners#371 · 5,180 sh | 5,180 | $269.8K | 0.08% | +0.4% |
| 372 | KEYBANK NATIONAL ASSOCIATION#372 · 5,098 sh | 5,098 | $265.6K | <0.01% | New |
| 373 | AlphaCore Capital#373 · 5,080 sh | 5,080 | $264.6K | <0.01% | New |
| 374 | Waverly Advisors#374 · 5,017 sh | 5,017 | $261.3K | <0.01% | New |
| 375 | Maryland State Retirement & Pension System#375 · 4,967 sh | 4,967 | $258.7K | <0.01% | 0.0% |
| 376 | SYM FINANCIAL#376 · 4,942 sh | 4,942 | $257.4K | — | New |
| 377 | Wedmont Private Capital#377 · 4,997 sh | 4,997 | $253.2K | — | +13.8% |
| 378 | R Squared Ltd#378 · 4,625 sh | 4,625 | $240.9K | 0.13% | New |
| 379 | Impact Partnership Wealth#379 · 4,617 sh | 4,617 | $240.5K | 0.02% | New |
| 380 | HANTZ FINANCIAL SERVICES#380 · 4,608 sh | 4,608 | $240.0K | <0.01% | +76.1% |
| 381 | DUMONT & BLAKE INVESTMENT ADVISORS#381 · 4,575 sh | 4,575 | $238.3K | 0.05% | -3.8% |
| 382 | Paragon Capital Management Ltd#382 · 4,530 sh | 4,530 | $236.0K | — | -0.9% |
| 383 | HHM Wealth Advisors#383 · 4,520 sh | 4,520 | $235.4K | 0.02% | 0.0% |
| 384 | Hamilton Capital Partners#384 · 4,519 sh | 4,519 | $235.4K | <0.01% | -32.5% |
| 385 | Waterloo Capital, L.P.#385 · 4,501 sh | 4,501 | $234.5K | 0.01% | New |
| 386 | Fulcrum Asset Management LLP#386 · 4,535 sh | 4,535 | $234.1K | 0.02% | New |
| 387 | Semanteon Capital Management#387 · 4,480 sh | 4,480 | $233.4K | 1.05% | New |
| 388 | CITIZENS FINANCIAL GROUP#388 · 4,401 sh | 4,401 | $229.3K | — | New |
| 389 | Optas#389 · 4,330 sh | 4,330 | $225.6K | 0.03% | New |
| 390 | BlackDiamond Wealth Management#390 · 4,351 sh | 4,351 | $224.5K | 0.09% | -2.3% |
| 391 | Sequoia Financial Advisors#391 · 4,233 sh | 4,233 | $220.5K | <0.01% | New |
| 392 | FIRST HORIZON NATIONAL#392 · 4,151 sh | 4,151 | $216.2K | — | -0.3% |
| 393 | Parcion Private Wealth#393 · 4,148 sh | 4,148 | $216.1K | 0.01% | New |
| 394 | Diametric Capital#394 · 4,121 sh | 4,121 | $214.7K | 0.02% | New |
| 395 | PANAGORA ASSET MANAGEMENT#395 · 4,081 sh | 4,081 | $212.6K | <0.01% | -30.6% |
| 396 | PROFUND ADVISORS#396 · 3,880 sh | 3,880 | $202.1K | <0.01% | New |
| 397 | TITLEIST ASSET MANAGEMENT#397 · 3,875 sh | 3,875 | $201.9K | — | New |
| 398 | Pinnacle Wealth Planning Services#398 · 3,786 sh | 3,786 | $197.2K | 0.02% | +0.1% |
| 399 | MATHER GROUP#399 · 3,503 sh | 3,503 | $182.5K | — | 0.0% |
| 400 | Allworth Financial#400 · 3,494 sh | 3,494 | $182.0K | <0.01% | +493.2% |
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.