Oakworth CapitalOAKC

13F holders, Q3 2025 (September 30)
2holders +1
1new positions
0sold out
$32.37avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Oakworth Capital Inc. (OAKC) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Oakworth Capital, Inc. ($6.5M) and Chickasaw Capital Management LLC ($6.4M).

Company
Oakworth Capital Inc.
CUSIP
67418C108
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$6.5M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 200,885 shares bought, net +200,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Oakworth Capital, Inc. 0.38% New 200,885 $6.5M
Chickasaw Capital Management LLC 0.26% No change 197,699 $6.4M

"% of holder's portfolio" is OAKC's weight in each manager's 13F, not the share of Oakworth Capital Inc. the manager owns.