Bank OZK (OZK) — Institutional Holders, Q2 2026 (page 6)
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 501 to 532. 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 501–532 of 532
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Rialto Wealth Management#501 · 35 sh | 35 | $1.8K | <0.01% | +94.4% |
| 502 | Prestige Wealth Management Group#502 · 30 sh | 30 | $1.6K | <0.01% | 0.0% |
| 503 | James T. Borello RIA#503 · 28 sh | 28 | $1.5K | — | 0.0% |
| 504 | Whipplewood Advisors#504 · 27 sh | 27 | $1.4K | — | -84.4% |
| 505 | JPL Wealth Management#505 · 26 sh | 26 | $1.4K | <0.01% | New |
| 506 | SouthState Bank#506 · 26 sh | 26 | $1.4K | <0.01% | +73.3% |
| 507 | DiNuzzo Private Wealth#507 · 24 sh | 24 | $1.3K | — | 0.0% |
| 508 | Bay Harbor Wealth Management#508 · 22 sh | 22 | $1.1K | <0.01% | +37.5% |
| 509 | HFM Investment Advisors#509 · 19 sh | 19 | $990.00 | <0.01% | +72.7% |
| 510 | Westfuller Advisors#510 · 18 sh | 18 | $955.00 | <0.01% | 0.0% |
| 511 | TD PRIVATE CLIENT WEALTH#511 · 16 sh | 16 | $833.00 | 0.00% | 0.0% |
| 512 | Cromwell#512 · 15 sh | 15 | $781.00 | <0.01% | 0.0% |
| 513 | HORIZON FINANCIAL SERVICES#513 · 14 sh | 14 | $729.00 | <0.01% | New |
| 514 | Torren Management#514 · 14 sh | 14 | $729.00 | <0.01% | 0.0% |
| 515 | Cornerstone Financial Management#515 · 11 sh | 11 | $573.00 | <0.01% | New |
| 516 | Spire Wealth Management#516 · 10 sh | 10 | $521.00 | 0.00% | New |
| 517 | Silver Grove Financial Group#517 · 10 sh | 10 | $521.00 | <0.01% | New |
| 518 | Synergy Investment Management#518 · 9 sh | 9 | $464.00 | <0.01% | New |
| 519 | BOKF, NA#519 · 7 sh | 7 | $365.00 | 0.00% | New |
| 520 | HARBOUR INVESTMENTS#520 · 6 sh | 6 | $313.00 | 0.00% | 0.0% |
| 521 | MV CAPITAL MANAGEMENT#521 · 5 sh | 5 | $261.00 | 0.00% | 0.0% |
| 522 | DecisionPoint Financial#522 · 4 sh | 4 | $212.00 | 0.00% | New |
| 523 | Activest Wealth Management#523 · 4 sh | 4 | $208.00 | — | New |
| 524 | Caitlin John#524 · 3 sh | 3 | $156.00 | <0.01% | 0.0% |
| 525 | Dunhill Financial#525 · 2 sh | 2 | $126.00 | 0.00% | 0.0% |
| 526 | MARYLAND CAPITAL ADVISORS#526 · 2 sh | 2 | $105.00 | — | — |
| 527 | Principia Wealth Advisory#527 · 2 sh | 2 | $104.00 | <0.01% | +100.0% |
| 528 | Planning Strategies#528 · 2 sh | 2 | $104.00 | — | — |
| 529 | SBI Securities , Ltd.#529 · 1 sh | 1 | $52.00 | — | 0.0% |
| 530 | Global Frontier Investments#530 · 0 sh | 0 | $0.00 | 0.00% | New |
| 531 | Navigoe#531 · 9 sh | 9 | $0.00 | 0.00% | New |
| 532 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#532 · 121,883 sh | 121,883 | — | — | -8.5% |
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.