OZK

Bank Ozk

-$180.5M

Net Activity

Institutions Holding

495

Popularity Rank

#1119

Avg Weight

0.13%

Total Value

$4.8B

Ownership Trend

495 institutions currently hold OZK, with 238 net buyers and 244 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

244

Net Buying Institutions

238

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$501.9M
DF
Dimensional Fund Advisors LP
$304.0M
SS
State Street CORP
$281.7M
WA
Wasatch Advisors LP
$281.1M
VP
Vanguard Portfolio Management LLC
$245.7M

Top 5 by Conviction

TL
Twin Lions Management LLC
13.45%
FC
Fairholme Capital Management LLC
2.79%
VB
Van Berkom & Associates Inc.
2.57%
GC
Giverny Capital Inc.
2.07%
WA
Wasatch Advisors LP
1.87%
View all 495 holding institutions

Quarterly Activity

Recent Activity

+$2.5B

Total Buy Value

$2.3B

Total Sell Value

New buy56
Trim178
Add182
Sold out66

238

Net Buyers

244

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

0

Active 5%+ Holders

Data as of 2026-07-08
Reporting PersonTypeFiling Date% of Class
Wasatch Advisors LP13G/A2026-07-084.2%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BANK OZK (OZK)?
Major stakeholders currently include BlackRock, Inc. ($501.9M), Dimensional Fund Advisors LP ($304.0M), State Street CORP ($281.7M). Based on the latest 13F filings, there are a total of 495 tracked investment funds and institutions maintaining positions in OZK.
What is the overall institutional sentiment toward OZK recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $180.5M, driven by 238 managers accumulating shares while 244 reduced their exposure.
Which institutions have been selling or reducing their OZK positions?
In the latest period, 178 funds trimmed their holdings, and 66 managers completely exited their positions. The aggregate reported sell value was $2.3B.
Are there any notable investors adding OZK to their portfolios?
Yes, buying activity remains notable. 56 institutions opened new positions in {ticker}, and 182 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.5B.

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