Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OZK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.9M | $501.9M | +8.2% | 9.907% | 0.01% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 6.6M | $304.0M | +0.6% | 6.002% | 0.06% |
| 3 | STATE STREET CORP | 6.1M | $281.7M | -6.4% | 5.560% | 0.01% |
| 4 | WASATCH ADVISORS INC | 6.1M | $281.1M | -11.8% | 5.550% | 1.87% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | $245.7M | β | 4.851% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $215.0M | β | 4.244% | 0.01% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $176.4M | -15.6% | 3.482% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $154.6M | +47.8% | 2.875% | 0.01% |
| 9 | AMERICAN CENTURY COMPANIES INC | 3.4M | $154.2M | +10.2% | 3.045% | 0.08% |
| 10 | FIRST TRUST ADVISORS LP | 3.0M | $139.3M | +4.6% | 2.750% | 0.10% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 2.3M | $106.5M | +120.0% | 2.102% | 0.19% |
| 12 | 1832 Asset Management L.P. | 1.6M | $75.4M | +0.8% | 1.489% | 0.10% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $73.3M | +1.7% | 1.458% | 0.03% |
| 14 | MORGAN STANLEY | 1.4M | $63.0M | -6.5% | 1.243% | 0.00% |
| 15 | CITADEL ADVISORS LLC | 1.3M | $58.2M | -18.3% | 1.148% | 0.03% |
| 16 | Giverny Capital Inc. | 1.2M | $56.5M | -2.6% | 1.115% | 2.07% |
| 17 | Bank of New York Mellon Corp | 1.1M | $52.2M | -3.0% | 1.031% | 0.01% |
| 18 | D. E. Shaw & Co., Inc. | 1.0M | $47.9M | -24.9% | 0.945% | 0.05% |
| 19 | Invesco Ltd. | 983K | $45.1M | +51.0% | 0.891% | 0.01% |
| 20 | NORTHERN TRUST CORP | 956K | $43.9M | +1.8% | 0.866% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 936K | $42.9M | +115.8% | 0.848% | 0.00% |
| 22 | Quantinno Capital Management LP | 930K | $42.7M | +41.7% | 0.842% | 0.07% |
| 23 | FAIRHOLME CAPITAL MANAGEMENT LLC | 921K | $42.3M | +0.8% | 0.835% | 2.79% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 919K | $42.2M | +5.5% | 0.832% | 0.07% |
| 25 | MILLENNIUM MANAGEMENT LLC | 910K | $41.7M | -15.7% | 0.824% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OZK β a direct measure of their conviction.
Filings activity in OZK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OZK position in Q1 2026
Institutions that fully closed their OZK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 487 | 1.0% | 78.96% | 2.89 pp | $4.54B | 3.5% |
| Q4 2025 | 492 | 3.9% | 81.85% | 8.75 pp | $4.71B | 9.7% |
| Q3 2025 | 512 | +9.4% | 90.60% | +6.15 pp | $5.21B | +7.3% |
| Q2 2025 | 468 | 0.2% | 84.45% | +9.54 pp | $4.86B | +13% |
| Q1 2025 | 469 | +2.9% | 74.91% | 2.16 pp | $4.31B | 2.8% |
| Q4 2024 | 456 | +6.8% | 77.07% | +4.31 pp | $4.43B | +5.9% |
| Q3 2024 | 427 | +1.2% | 72.76% | 20.86 pp | $4.18B | 22% |
| Q2 2024 | 422 | β | 93.62% | β | $5.38B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OZK stock.
Based on Q1 2026 13F filings, institutional ownership of Bank OZK stands at 79.0%, held across 487 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OZK, with approximately 10,936,359 shares worth $0.50B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of OZK, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for OZK is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
72 institutions opened new positions in OZK during Q1 2026, while 77 fully exited. 176 added to existing positions and 235 trimmed.
OZK institutional ownership fell by 2.89 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 54.0% of all reported 13F value in OZK, and the top 25 account for 72.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Bank OZK (OZK) Institutional Ownership