Bank OZK (OZK) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 532
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Larson Financial Group#401 · 3,378 sh | 3,378 | $176.0K | <0.01% | +57.9% |
| 402 | CULLEN/FROST BANKERS#402 · 3,356 sh | 3,356 | $174.8K | <0.01% | -61.6% |
| 403 | KBC Group NV#403 · 3,298 sh | 3,298 | $172.0K | — | 0.0% |
| 404 | Caitong International Asset Management , Ltd#404 · 3,214 sh | 3,214 | $167.4K | 0.02% | New |
| 405 | Sterling Capital Management#405 · 3,091 sh | 3,091 | $161.0K | — | -13.7% |
| 406 | Covestor Ltd#406 · 3,109 sh | 3,109 | $161.0K | 0.09% | -29.0% |
| 407 | Global Retirement Partners#407 · 2,971 sh | 2,971 | $154.8K | <0.01% | — |
| 408 | AMERICAN NATIONAL BANK#408 · 2,922 sh | 2,922 | $152.2K | — | -17.0% |
| 409 | State of Wyoming#409 · 2,918 sh | 2,918 | $152.0K | 0.02% | -35.9% |
| 410 | EverSource Wealth Advisors#410 · 2,505 sh | 2,505 | $130.5K | <0.01% | -80.0% |
| 411 | Transamerica Financial Advisors#411 · 2,255 sh | 2,255 | $117.5K | <0.01% | +11.6% |
| 412 | STRS OHIO#412 · 2,166 sh | 2,166 | $112.8K | <0.01% | -15.2% |
| 413 | Nykredit A/S#413 · 1,854 sh | 1,854 | $96.6K | <0.01% | — |
| 414 | SIGNATUREFD#414 · 1,767 sh | 1,767 | $92.0K | — | -0.6% |
| 415 | IFG Advisory#415 · 1,718 sh | 1,718 | $89.5K | <0.01% | New |
| 416 | Essential Partners#416 · 1,674 sh | 1,674 | $87.2K | — | +541.4% |
| 417 | SJS Investment Consulting#417 · 1,667 sh | 1,667 | $86.8K | — | +247.3% |
| 418 | UMB Bank, n.a.#418 · 1,588 sh | 1,588 | $82.7K | <0.01% | -0.5% |
| 419 | BNP Paribas Asset Management Holding S.A.#419 · 1,586 sh | 1,586 | $82.6K | <0.01% | -22.3% |
| 420 | Quarry#420 · 1,362 sh | 1,362 | $70.9K | <0.01% | New |
| 421 | NBC SECURITIES#421 · 1,291 sh | 1,291 | $67.2K | — | 0.0% |
| 422 | Parallel Advisors#422 · 1,280 sh | 1,280 | $66.7K | <0.01% | -2.4% |
| 423 | Employees Retirement System of Texas#423 · 1,222 sh | 1,222 | $64.0K | <0.01% | New |
| 424 | Parkside Financial Bank#424 · 1,144 sh | 1,144 | $59.6K | — | +99.0% |
| 425 | SIMPLEX TRADING#425 · 1,128 sh | 1,128 | $58.8K | 0.00% | New |
| 426 | Bruce G. Allen Investments#426 · 952 sh | 952 | $49.6K | 0.03% | 0.0% |
| 427 | True Wealth Design#427 · 869 sh | 869 | $45.3K | — | +439.8% |
| 428 | Quent Capital#428 · 793 sh | 793 | $41.3K | <0.01% | +22.2% |
| 429 | Clearstead Advisors#429 · 788 sh | 788 | $41.0K | <0.01% | +302.0% |
| 430 | MCF Advisors#430 · 778 sh | 778 | $40.5K | <0.01% | 0.0% |
| 431 | IFP Advisors#431 · 746 sh | 746 | $38.9K | — | +1307.5% |
| 432 | Bare Financial Services#432 · 744 sh | 744 | $38.8K | <0.01% | 0.0% |
| 433 | CX Institutional#433 · 720 sh | 720 | $38.0K | — | +0.8% |
| 434 | Signature Equity Partners#434 · 724 sh | 724 | $37.7K | 0.02% | -15.3% |
| 435 | ASSETMARK#435 · 700 sh | 700 | $36.5K | — | +3.4% |
| 436 | NOMURA ASSET MANAGEMENT LTD#436 · 670 sh | 670 | $34.9K | <0.01% | -51.1% |
| 437 | Smartleaf Asset Management#437 · 609 sh | 609 | $31.4K | <0.01% | 0.0% |
| 438 | Investors Research#438 · 600 sh | 600 | $31.3K | — | 0.0% |
| 439 | V-Square Quantitative Management#439 · 594 sh | 594 | $30.9K | — | 0.0% |
| 440 | TOTH FINANCIAL ADVISORY#440 · 565 sh | 565 | $29.5K | — | +0.9% |
| 441 | Fedenia Advisers#441 · 505 sh | 505 | $26.3K | — | New |
| 442 | SOA Wealth Advisors#442 · 500 sh | 500 | $26.0K | <0.01% | 0.0% |
| 443 | BESSEMER GROUP#443 · 471 sh | 471 | $24.0K | 0.00% | 0.0% |
| 444 | HIGHLINE WEALTH PARTNERS#444 · 458 sh | 458 | $23.9K | — | 0.0% |
| 445 | PRIVATE NA#445 · 421 sh | 421 | $21.9K | — | -11.2% |
| 446 | NATIONAL BANK OF CANADA#446 · 415 sh | 415 | $21.6K | 0.00% | -92.8% |
| 447 | Key FInancial#447 · 410 sh | 410 | $21.4K | <0.01% | 0.0% |
| 448 | Institute for Wealth Management#448 · 408 sh | 408 | $21.2K | <0.01% | New |
| 449 | Axiom Investment Management#449 · 400 sh | 400 | $20.8K | 0.01% | New |
| 450 | Geneos Wealth Management#450 · 400 sh | 400 | $20.8K | <0.01% | 0.0% |
| 451 | ZRC WEALTH MANAGEMENT#451 · 391 sh | 391 | $20.4K | — | New |
| 452 | Steward Partners Investment Advisory#452 · 381 sh | 381 | $19.8K | <0.01% | -31.5% |
| 453 | Copeland Capital Management#453 · 374 sh | 374 | $19.5K | — | -1.3% |
| 454 | FOSTER DYKEMA CABOT & PARTNERS#454 · 341 sh | 341 | $17.8K | <0.01% | 0.0% |
| 455 | Aviso Financial#455 · 314 sh | 314 | $16.4K | <0.01% | -98.0% |
| 456 | Keating Financial Advisory Services#456 · 310 sh | 310 | $16.1K | <0.01% | +2.3% |
| 457 | Mitsubishi UFJ Asset Management , Ltd.#457 · 273 sh | 273 | $14.2K | 0.00% | New |
| 458 | Clark Wealth Partners#458 · 261 sh | 261 | $13.6K | — | 0.0% |
| 459 | WPG Advisers#459 · 246 sh | 246 | $12.8K | <0.01% | +17.1% |
| 460 | Inspire Investing#460 · 234 sh | 234 | $12.2K | — | +7.8% |
| 461 | FARMERS & MERCHANTS INVESTMENTS#461 · 228 sh | 228 | $11.9K | — | 0.0% |
| 462 | Persistent Asset Partners Ltd#462 · 228 sh | 228 | $11.9K | <0.01% | New |
| 463 | Ronald Blue#463 · 227 sh | 227 | $11.8K | — | -32.6% |
| 464 | CVA Family Office#464 · 214 sh | 214 | $11.1K | <0.01% | +81.4% |
| 465 | CoreCap Advisors#465 · 211 sh | 211 | $11.0K | — | -21.6% |
| 466 | Rossby Financial, LCC#466 · 193 sh | 193 | $10.1K | <0.01% | -49.9% |
| 467 | DELTA ASSET MANAGEMENT#467 · 186 sh | 186 | $9.7K | <0.01% | 0.0% |
| 468 | Fortitude Family Office#468 · 185 sh | 185 | $9.6K | — | +90.7% |
| 469 | Downshift Financial#469 · 184 sh | 184 | $9.6K | — | New |
| 470 | Basecamp Wealth Advisors#470 · 180 sh | 180 | $9.4K | <0.01% | +56.5% |
| 471 | HUNTINGTON NATIONAL BANK#471 · 171 sh | 171 | $8.9K | 0.00% | +28.6% |
| 472 | BROWN BROTHERS HARRIMAN#472 · 168 sh | 168 | $8.8K | 0.00% | 0.0% |
| 473 | Kemnay Advisory Services#473 · 142 sh | 142 | $7.4K | <0.01% | New |
| 474 | Cedar Mountain Advisors#474 · 139 sh | 139 | $7.2K | — | 0.0% |
| 475 | LRI Investments#475 · 131 sh | 131 | $6.8K | <0.01% | +6.5% |
| 476 | MassMutual Private Wealth & , FSB#476 · 130 sh | 130 | $6.8K | — | -26.6% |
| 477 | Valued Wealth Advisors#477 · 121 sh | 121 | $6.3K | <0.01% | New |
| 478 | Wealth Enhancement Services#478 · 116 sh | 116 | $6.0K | — | New |
| 479 | AMERIFLEX GROUP#479 · 113 sh | 113 | $5.9K | <0.01% | New |
| 480 | Carolina Wealth Advisors#480 · 110 sh | 110 | $5.7K | — | 0.0% |
| 481 | Optiver Holding B.V.#481 · 109 sh | 109 | $5.7K | 0.00% | New |
| 482 | Bogart Wealth#482 · 102 sh | 102 | $5.3K | <0.01% | +292.3% |
| 483 | ACTION POINT FINANCIAL PLANNING#483 · 104 sh | 104 | $5.3K | <0.01% | New |
| 484 | DANSKE BANK A/S#484 · 100 sh | 100 | $5.2K | 0.00% | 0.0% |
| 485 | CBIZ Investment Advisory Services#485 · 98 sh | 98 | $4.5K | <0.01% | 0.0% |
| 486 | TD Waterhouse Canada#486 · 84 sh | 84 | $4.4K | — | -99.5% |
| 487 | JFS WEALTH ADVISORS#487 · 83 sh | 83 | $4.3K | <0.01% | +9.2% |
| 488 | Lodestone Wealth Management#488 · 75 sh | 75 | $3.9K | — | 0.0% |
| 489 | Colonial / SC#489 · 58 sh | 58 | $3.0K | <0.01% | 0.0% |
| 490 | Millstone Evans Group#490 · 58 sh | 58 | $3.0K | <0.01% | 0.0% |
| 491 | Bell Investment Advisors#491 · 56 sh | 56 | $2.9K | <0.01% | 0.0% |
| 492 | Kilter Group#492 · 48 sh | 48 | $2.5K | <0.01% | +14.3% |
| 493 | HARBOR INVESTMENT ADVISORY#493 · 48 sh | 48 | $2.5K | — | 0.0% |
| 494 | Physician Wealth Advisors#494 · 47 sh | 47 | $2.4K | — | 0.0% |
| 495 | Cornerstone Planning Group#495 · 43 sh | 43 | $2.2K | — | +7.5% |
| 496 | Creative Capital Management Investments#496 · 42 sh | 42 | $2.2K | <0.01% | New |
| 497 | RAFFA WEALTH MANAGEMENT#497 · 41 sh | 41 | $2.1K | <0.01% | +5.1% |
| 498 | Westside Investment Management#498 · 40 sh | 40 | $2.1K | <0.01% | 0.0% |
| 499 | Avion Wealth#499 · 39 sh | 39 | $2.0K | <0.01% | 0.0% |
| 500 | Owl Creek Wealth Partners#500 · 36 sh | 36 | $1.9K | — | 0.0% |
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.