Across its top 20 institutional holders, OZK's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 25/100).

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

Smart Money Convergence

OZK does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/OZK

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-07-08

Reporting Person	Type	Filing Date	Shares	% of Class
Wasatch Advisors LP	13G/A	2026-07-08	4.70M	4.2%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

06417N103

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 Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $50.1M, 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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Developer Access

Access OZK's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/OZK

CLI

npx alphasmo stocks get OZK

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