Bank OZK
OZKNASDAQ
USReal-Time Price
USReal-Time Price$46.27USD
+1.08 (+2.38%)Today
BTI Score
Near Future
58
Long Term
64
BTI Fair Market Cap
$8.64B
-41.55% vs fair
Financials
Strong Buy
Bank OZK (OZK) Holders & Ownership
Who owns Bank OZK (OZK)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
3.87%
Institutional Holders
57
Total Shares Held
4,248,617
Total Holdings Value
$194.7M
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 3,345,235 | $153.7M | 3.05% | -28.75% | 2026-09-30 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 240,034 | $11.0M | 0.22% | -0.92% | 2026-09-30 |
| CONGRESS ASSET MANAGEMENT CO | 212,023 | $9.7M | 0.19% | +21.37% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81,213 | $3.2M | 0.07% | +1.89% | 2026-09-30 |
| HORRELL CAPITAL MANAGEMENT, INC. | 77,402 | $3.6M | 0.07% | -4.28% | 2026-09-30 |
| Y-INTERCEPT (HONG KONG) LTD | 66,226 | $3.0M | 0.06% | +39.07% | 2026-09-30 |
| PARRISH CAPITAL LLC | 24,730 | $1.1M | 0.02% | +3.40% | 2026-09-30 |
| RIDGEWOOD INVESTMENTS LLC | 21,374 | $982,349 | 0.02% | -4.47% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 15,647 | $719,136 | 0.01% | +10.32% | 2026-09-30 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 14,694 | $675,336 | 0.01% | +7.93% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 14,498 | $666,350 | 0.01% | -8.14% | 2026-09-30 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,523 | $483,638 | 0.01% | 0.00% | 2026-09-30 |
| NORTHCREST ASSET MANANGEMENT, LLC | 10,253 | $459,950 | 0.01% | +16.58% | 2026-09-30 |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 9,606 | $441,000 | 0.01% | -35.16% | 2026-09-30 |
| WEDMONT PRIVATE CAPITAL | 9,681 | $434,290 | 0.01% | +93.74% | 2026-09-30 |
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 9,045 | $415,708 | 0.01% | -17.17% | 2026-09-30 |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 8,467 | $389,144 | 0.01% | 0.00% | 2026-09-30 |
| BURNEY CO/ | 8,376 | $384,941 | 0.01% | -37.82% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 8,244 | $378,909 | 0.01% | +18.06% | 2026-09-30 |
| VERSANT CAPITAL MANAGEMENT, INC | 8,065 | $370,667 | 0.01% | +10.81% | 2026-09-30 |
| GAMMA INVESTING LLC | 6,837 | $314,229 | 0.01% | +11.17% | 2026-09-30 |
| ABEL HALL, LLC | 6,344 | $291,593 | 0.01% | -0.09% | 2026-09-30 |
| MILLENNIUM CAPITAL ADVISORS, LLC | 5,708 | $262,336 | 0.01% | +0.26% | 2026-09-30 |
| KRILOGY FINANCIAL LLC | 5,661 | $256,557 | 0.01% | -15.32% | 2026-09-30 |
| AARON WEALTH ADVISORS LLC | 5,560 | $255,538 | 0.01% | +100.00% | 2026-09-30 |
| PARAGON CAPITAL MANAGEMENT LTD | 4,573 | $210,171 | 0.00% | +0.95% | 2026-09-30 |
| MATHER GROUP, LLC. | 3,569 | $164,031 | 0.00% | +1.88% | 2026-09-30 |
| AMERICAN NATIONAL BANK & TRUST | 2,434 | $111,866 | 0.00% | -16.70% | 2026-09-30 |
| TD WATERHOUSE CANADA INC. | 1,818 | $84,271 | 0.00% | +2064.29% | 2026-09-30 |
| MILLER GLOBAL INVESTMENTS, LLC | 1,446 | $66,458 | 0.00% | +100.00% | 2026-09-30 |
| ESSENTIAL PARTNERS LLC | 1,102 | $50,648 | 0.00% | -34.17% | 2026-09-30 |
| TRUE WEALTH DESIGN, LLC | 797 | $36,631 | 0.00% | -8.29% | 2026-09-30 |
| CX INSTITUTIONAL | 727 | $33,000 | 0.00% | +0.97% | 2026-09-30 |
| ELEVATION WEALTH PARTNERS, LLC | 660 | $30,334 | 0.00% | +68.80% | 2026-09-30 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | 610 | $28,036 | 0.00% | +2.69% | 2026-09-30 |
| INVESTORS RESEARCH CORP | 600 | $27,576 | 0.00% | 0.00% | 2026-09-30 |
| IFP ADVISORS, INC | 600 | $27,576 | 0.00% | -19.57% | 2026-09-30 |
| TOTH FINANCIAL ADVISORY CORP | 571 | $26,230 | 0.00% | +1.06% | 2026-09-30 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 535 | $24,589 | 0.00% | +100.00% | 2026-09-30 |
| HIGHLINE WEALTH PARTNERS LLC | 458 | $21,050 | 0.00% | 0.00% | 2026-09-30 |
| PRIVATE TRUST CO NA | 455 | $20,912 | 0.00% | +8.08% | 2026-09-30 |
| COPELAND CAPITAL MANAGEMENT, LLC | 369 | $16,961 | 0.00% | -1.34% | 2026-09-30 |
| DOWNSHIFT FINANCIAL, LLC | 342 | $15,718 | 0.00% | +85.87% | 2026-09-30 |
| FORTITUDE FAMILY OFFICE, LLC | 330 | $15,167 | 0.00% | +78.38% | 2026-09-30 |
| BLUE TRUST, INC. | 298 | $13,696 | 0.00% | +31.28% | 2026-09-30 |
| CLARK WEALTH PARTNERS | 261 | $11,978 | 0.00% | 0.00% | 2026-09-30 |
| GOALVEST ADVISORY LLC | 220 | $10,111 | 0.00% | +100.00% | 2026-09-30 |
| CORECAP ADVISORS, LLC | 211 | $9,698 | 0.00% | 0.00% | 2026-09-30 |
| CEDAR MOUNTAIN ADVISORS, LLC | 139 | $6,388 | 0.00% | 0.00% | 2026-09-30 |
| MASSMUTUAL PRIVATE WEALTH & TRUST, FSB | 130 | $5,975 | 0.00% | 0.00% | 2026-09-30 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 97 | $4,458 | 0.00% | +100.00% | 2026-09-30 |
| GK WEALTH MANAGEMENT LLC | 95 | $4,386 | 0.00% | +100.00% | 2026-09-30 |
| LODESTONE WEALTH MANAGEMENT LLC | 75 | $3,447 | 0.00% | 0.00% | 2026-09-30 |
| HARBOR INVESTMENT ADVISORY, LLC | 48 | $2,206 | 0.00% | 0.00% | 2026-09-30 |
| OWL CREEK WEALTH PARTNERS LLC | 36 | $1,655 | 0.00% | 0.00% | 2026-09-30 |
| JAMES T. BORELLO RIA | 28 | $1,287 | 0.00% | 0.00% | 2026-09-30 |
| DINUZZO PRIVATE WEALTH, INC. | 24 | $1,104 | 0.00% | 0.00% | 2026-09-30 |
| PLANNING STRATEGIES INC. | 2 | $92 | 0.00% | 0.00% | 2026-09-30 |
| MARYLAND CAPITAL ADVISORS INC. | 2 | $92 | 0.00% | 0.00% | 2026-09-30 |
| TITLEIST ASSET MANAGEMENT, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| ACTIVEST WEALTH MANAGEMENT | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| WEALTH ENHANCEMENT TRUST SERVICES, INC. | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| CURATED WEALTH PARTNERS LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| WHIPPLEWOOD ADVISORS, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| CORNERSTONE PLANNING GROUP LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.