Bank OzkOZK

13F holders, Q4 2024 (December 31)
470holders +31
53new positions
38sold out
10famous investors
$44.52avg. 13F price*

At the end of Q4 2024, 470 institutions reported holding Bank Ozk (OZK) in their 13F filings, up 31 from Q3 2024. 53 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($512.2M), BlackRock, Inc. ($461.1M) and State Street Corp. ($333.6M). 10 famous investors held it, including Bruce Berkowitz (2.4% of Fairholme Capital Management's portfolio), Francois Rochon (2.0% of Giverny Capital's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Bank Ozk
CUSIP
06417N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 427Q1 2024Q2 2024: 434Q2 2024Q3 2024: 439Q3 2024Q4 2024: 470Q4 2024Q1 2025: 482Q1 2025Q2 2025: 473Q2 2025Q3 2025: 526Q3 2025Q4 2025: 509Q4 2025Q1 2026: 502Q1 2026Q2 2026: 529Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions53$28.9M
Exits38$50.3M

All 13F filers, Q3 2024 → Q4 2024: 7,073,314 shares bought and 7,721,704 shares sold, net −648,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 470 holders

Vanguard Group Inc. 0.01% Add +0.2% 11,501,856 $512.2M
BlackRock, Inc. 0.01% Reduce -0.6% 10,355,407 $461.1M
State Street Corp. 0.01% Add +5.4% 7,490,739 $333.6M
Wasatch Advisors LP 1.57% Add +19.3% 7,102,657 $316.3M
Dimensional Fund Advisors LP 0.07% Reduce -1.6% 6,611,620 $294.4M
Charles Schwab Investment Management Inc. 0.03% Add +4.8% 4,130,006 $183.9M
Wellington Management Group LLP 0.02% Reduce -29.1% 2,993,288 $133.3M
First Trust Advisors LP 0.12% Add +30.4% 2,945,480 $131.2M
AQR Capital Management 0.16% Add +12.6% 2,811,354 $125.2M
American Century Companies Inc. 0.06% Add +12.3% 2,176,997 $96.9M
Geode Capital Management, LLC 0.01% Add +0.8% 2,038,463 $90.8M
Van Berkom & Associates Inc. 2.44% Reduce -10.2% 1,842,486 $82.0M
JARISLOWSKY, FRASER Ltd 0.48% Reduce -6.9% 1,854,885 $81.3M
Captrust Financial Advisors 0.23% Add +5.1% 1,786,155 $79.5M
Victory Capital Management Inc. 0.07% Add +10.8% 1,464,023 $65.2M
Morgan Stanley 0.00% Add +27.2% 1,448,410 $64.5M
Giverny Capital 1.97% Add +1.3% 1,212,438 $54.0M
Norges Bank 0.01% Add +2.3% 1,192,760 $53.1M
D. E. Shaw & Co. 0.06% Reduce -7.3% 1,104,808 $49.2M
Bank of New York Mellon Corp 0.01% Add +0.1% 1,104,084 $49.2M
Northern Trust Corp. 0.01% Add +35.1% 1,015,853 $45.2M
Citadel Advisors 0.04% Add +103.6% 1,000,712 $44.6M
Voloridge Investment Management, LLC 0.15% Reduce -4.8% 961,967 $42.8M
ProShare Advisors LLC 0.08% Add +6.9% 753,854 $33.6M
Millennium Management 0.03% Reduce -28.9% 735,780 $32.8M
Balyasny Asset Management L.P. 0.08% Reduce -14.9% 729,362 $32.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.13% Reduce -34.1% 669,074 $29.8M
Two Sigma Investments, LP 0.07% Reduce -30.8% 666,594 $29.7M
Newport Trust Company, LLC 0.07% Reduce -0.2% 652,841 $29.1M
Fairholme Capital Management 2.42% Reduce -1.5% 643,402 $28.7M
Senvest Management, LLC 0.87% Add +23.2% 639,059 $28.5M
Invesco Ltd. 0.00% Add +6.3% 573,572 $25.5M
Renaissance Technologies 0.04% Add +0.6% 543,097 $24.2M
Sei Investments Co. 0.03% Add +24.1% 533,166 $23.7M
Clearbridge Investments, LLC 0.02% Reduce -0.1% 518,112 $23.1M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -54.3% 509,888 $22.7M
Kennedy Capital Management LLC 0.50% Reduce -2.3% 507,974 $22.6M
Nuveen Asset Management, LLC 0.01% Add +1.2% 503,367 $22.4M
Berkley W R Corp. 1.26% Reduce -16.6% 500,800 $22.3M
LSV Asset Management 0.05% Add +0.8% 500,640 $22.3M
Fuller & Thaler Asset Management, Inc. 0.08% Reduce -0.1% 486,428 $21.7M
Citigroup Inc. 0.02% Add +43.3% 416,721 $18.6M
LPL Financial LLC 0.01% Add +4.8% 362,195 $16.1M
UBS Group AG 0.00% Add +39.5% 352,880 $15.7M
Rhumbline Advisers 0.01% Add +1.6% 342,417 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.3% 323,073 $14.4M
BNP Paribas Financial Markets 0.01% Add +3.2% 321,758 $14.3M
Raymond James Financial Inc. 0.01% — 316,120 $14.1M
Jane Street Group, LLC 0.02% Add +180.4% 313,226 $13.9M
Algert Global LLC 0.32% Add +8.7% 309,388 $13.8M
Two Sigma Advisers, LP 0.03% Reduce -14.2% 309,000 $13.8M
Cabot Wealth Management Inc. 1.67% Add +1.1% 295,300 $13.1M
Rice Hall James & Associates, LLC 0.70% Reduce -7.2% 287,016 $12.8M
Brandywine Global Investment Management, LLC 0.09% Reduce -4.4% 268,156 $11.9M
Twin Lions Management LLC 11.18% — 258,612 $11.5M
Principal Financial Group Inc. 0.01% Reduce -1.3% 245,112 $10.9M
Weybosset Research & Management LLC 3.71% Reduce -0.8% 245,069 $10.9M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 244,939 $10.9M
Rafferty Asset Management, LLC 0.04% Reduce -30.5% 242,543 $10.8M
CI Investments Inc. 0.04% Reduce -7.5% 230,133 $10.2M
Quantbot Technologies LP 0.36% Reduce -18.6% 219,943 $9.8M
Qube Research & Technologies Ltd 0.02% Add +37.2% 214,632 $9.6M
Swiss National Bank 0.01% Add +1.0% 212,033 $9.4M
California Public Employees Retirement System 0.01% Reduce -6.3% 204,555 $9.1M
Barclays PLC 0.00% Reduce -20.7% 202,020 $9.0M
Tudor Investment Corporation 0.09% Reduce -48.0% 183,777 $8.2M
Hudson Bay Capital Management LP 0.06% No change 180,614 $8.0M
Bank of America Corp. 0.00% Reduce -67.4% 175,032 $7.8M
Goldman Sachs Group Inc. 0.00% Reduce -51.4% 172,250 $7.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +6.7% 171,662 $7.6M
Quantinno Capital Management LP 0.07% Add +24.3% 169,409 $7.5M
Legal & General Group Plc 0.00% Reduce -1.6% 164,701 $7.3M
QV Investors Inc. 0.75% Reduce -4.4% 163,590 $7.3M
Trexquant Investment LP 0.08% Add +0.8% 156,962 $7.0M
Amundi 0.00% Reduce -31.9% 156,884 $6.8M
Great Lakes Advisors, LLC 0.06% Reduce -63.6% 146,661 $6.5M
Squarepoint Ops LLC 0.02% Add +4.2% 145,547 $6.5M
Black Maple Capital Management LP 4.90% Add +315.5% 144,396 $6.4M
TCW Group Inc. 0.05% Reduce -10.9% 140,077 $6.2M
Alliancebernstein L.P. 0.00% Reduce -8.0% 138,901 $6.2M
HRT Financial LP 0.03% Reduce -34.0% 138,558 $6.2M
Edgestream Partners, L.P. 0.26% Reduce -16.0% 135,483 $6.0M
Envestnet Asset Management Inc. 0.00% Add +10.3% 135,139 $6.0M
Thrivent Financial for Lutherans 0.01% Reduce -27.9% 134,793 $6.0M
New York State Teachers Retirement System 0.01% Reduce -7.2% 131,412 $5.9M
Jump Financial, LLC 0.12% Add +119.6% 129,231 $5.8M
Retirement Systems of Alabama 0.02% Add +0.1% 128,287 $5.7M
Ameriprise Financial Inc. 0.00% Reduce -2.4% 127,361 $5.7M
Bank of Nova Scotia 0.01% Reduce -17.7% 124,034 $5.5M
Corebridge Financial, Inc. 0.03% Reduce -4.3% 119,388 $5.3M
Verition Fund Management LLC 0.03% Add +239.9% 118,511 $5.3M
Capital Fund Management S.A. 0.05% Add +19.7% 117,905 $5.3M
State Board of Administration of Florida Retirement System 0.01% No change 110,399 $4.9M
Treasurer of the State of North Carolina 0.02% Add +2.5% 109,862 $4.9M
Horrell Capital Management, Inc. 1.39% Add +0.3% 106,878 $4.8M
MAI Capital Management 0.03% Add +26.1% 104,483 $4.7M
NorthCoast Asset Management LLC 0.02% Reduce -1.6% 102,449 $4.6M
California State Teachers Retirement System 0.01% Reduce -0.9% 100,757 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Add +5.3% 100,755 $4.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +113.0% 93,300 $4.2M
Mariner, LLC 0.01% Add +0.7% 93,229 $4.2M
Villanova Investment Management Co LLC 3.61% Add +20.3% 91,027 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Add +2.4% 87,937 $3.9M
Nomura Holdings Inc. 0.02% New 87,741 $3.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.8% 87,278 $3.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -15.9% 84,723 $3.8M
Prudential Financial Inc. 0.01% Add +394.0% 84,533 $3.8M
Artemis Investment Management LLP 0.05% Reduce -2.5% 84,173 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +76.6% 83,631 $3.7M
Van Eck Associates Corp. 0.00% Add +31.9% 82,829 $3.7M
Ameritas Investment Partners, Inc. 0.12% Reduce -0.5% 81,074 $3.6M
Mackenzie Financial Corp. 0.00% Add +143.9% 78,318 $3.5M
Wells Fargo & Company 0.00% Add +11.3% 78,014 $3.5M
Canada Pension Plan Investment Board 0.00% New 76,700 $3.4M
Ieq Capital, LLC 0.03% Add +786.1% 76,470 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.7% 76,375 $3.4M
Russell Investments Group, Ltd. 0.00% Reduce -3.8% 76,327 $3.4M
Stephens Inc. 0.05% Reduce -3.8% 75,186 $3.3M
Integrated Wealth Concepts LLC 0.04% New 74,143 $3.3M
Money Concepts Capital Corp. 0.23% Add +1.4% 70,586 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +8.0% 70,182 $3.1M
Greenfield Seitz Capital Management, LLC 1.17% Add +0.1% 68,900 $3.1M
Franklin Resources Inc. 0.00% Reduce -4.2% 62,955 $2.8M
Congress Asset Management Co. 0.02% Add +5.0% 62,640 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.0% 62,636 $2.8M
Legacy Capital Wealth Partners, LLC 0.68% Reduce -0.1% 61,793 $2.8M
Alaska Permanent Fund Corp 0.04% No change 61,123 $2.7M
Cerity Partners LLC 0.01% Add +17.2% 60,590 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +691.8% 60,160 $2.7M
Watchman Group, Inc. 0.70% Reduce -5.0% 60,070 $2.7M
MetLife Investment Management, LLC 0.01% Add +9.1% 59,488 $2.6M
Oppenheimer Asset Management Inc. 0.03% Add +33.9% 59,012 $2.6M
Empowered Funds, LLC 0.04% New 58,979 $2.6M
Engineers Gate Manager LP 0.05% Add +309.1% 58,693 $2.6M
Palisade Capital Management, LP 0.08% Add +41.1% 57,980 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -46.9% 56,909 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.3% 55,732 $2.5M
Vest Financial, LLC 0.04% Add +59.6% 55,533 $2.5M
HSBC Holdings PLC 0.00% Reduce -28.1% 54,934 $2.5M
De Lisle Partners LLP 0.35% Add +22.7% 54,000 $2.4M
Holocene Advisors, LP 0.01% New 52,865 $2.4M
QSV Equity Investors LLC 2.20% Add +0.1% 51,447 $2.3M
Amalgamated Bank 0.02% No change 50,380 $2.2M
Ensign Peak Advisors, Inc 0.00% Reduce -19.5% 50,291 $2.2M
New York State Common Retirement Fund 0.00% Reduce -7.6% 49,306 $2.2M
Massachusetts Financial Services Co. 0.00% Reduce -2.9% 48,486 $2.2M
Janus Henderson Group PLC 0.00% Add +5.7% 48,087 $2.1M
Cardinal Capital Management 0.33% Add +2.8% 46,999 $2.1M
Bank of Montreal 0.00% Add +0.5% 46,832 $2.1M
Savant Capital, LLC 0.02% Add +0.7% 46,784 $2.1M
Parallax Volatility Advisers, L.P. 0.05% Add +6.9% 46,359 $2.1M
Aquatic Capital Management LLC 0.06% Reduce -42.5% 46,290 $2.1M
Lazard Asset Management LLC 0.00% Reduce -36.2% 45,576 $2.0M
Point72 Asset Management 0.01% Add +587.3% 45,363 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.1% 43,778 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +0.1% 42,391 $1.9M
Cubist Systematic Strategies, LLC 0.03% Reduce -90.0% 42,347 $1.9M
Danske Bank A/S 0.01% Add +254.6% 42,333 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 41,956 $1.9M
Naviter Wealth, LLC 0.22% Reduce -19.4% 41,457 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +23.8% 40,973 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -6.0% 40,733 $1.8M
Sapience Investments, LLC 1.05% Reduce -14.1% 40,398 $1.8M
STRS Ohio 0.01% Add +3.8% 38,963 $1.7M
Cetera Investment Advisers 0.00% Add +19.4% 38,712 $1.7M
Teacher Retirement System of Texas 0.01% Add +63.4% 38,530 $1.7M
Focus Partners Advisor Solutions, LLC 0.03% Add +0.9% 38,327 $1.7M
Comerica Bank 0.01% Reduce -9.6% 37,806 $1.7M
Police & Firemen's Retirement System of New Jersey 0.02% — 37,737 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -4.3% 37,017 $1.6M
Pinebridge Investments, L.P. 0.01% Reduce -4.0% 36,744 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +3.0% 36,491 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.5% 35,008 $1.6M
Deutsche Bank AG 0.00% Add +1.3% 34,815 $1.6M
Pathstone Holdings, LLC 0.01% Add +43.9% 33,411 $1.5M
Teza Capital Management LLC 0.23% Reduce -43.6% 33,498 $1.5M
AlphaQuest LLC 0.19% Reduce -44.8% 32,465 $1.4M
Arizona State Retirement System 0.01% Add +1.0% 31,253 $1.4M
Point72 (DIFC) Ltd 0.13% Add +23.6% 31,182 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.4% 30,532 $1.4M
Royal Bank of Canada 0.00% Reduce -5.0% 29,947 $1.3M
Greenwood Gearhart LLC 0.09% Reduce -1.9% 29,477 $1.3M
Sanctuary Advisors, LLC 0.01% Add +9.3% 25,741 $1.3M
Louisiana State Employees Retirement System 0.02% Add +0.3% 29,300 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +62.4% 29,181 $1.3M
KLP Kapitalforvaltning As 0.01% — 28,400 $1.3M
Cwm, LLC 0.01% Add +27.4% 27,957 $1.2M
Stevens Capital Management LP 0.47% Add +142.9% 26,388 $1.2M
MML Investors Services, LLC 0.00% Add +18.6% 25,449 $1.1M
State of Michigan Retirement System 0.01% No change 25,012 $1.1M
Corient Private Wealth LP 0.00% Add +4.1% 24,893 $1.1M
KG Capital Management 0.35% Add +3.5% 24,523 $1.1M
Dark Forest Capital Management LP 0.15% Add +139.3% 23,524 $1.0M
Intech Investment Management LLC 0.01% Add +179.6% 23,451 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 23,448 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 23,301 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.6% 22,607 $1.0M
Osaic Holdings, Inc. 0.00% Add +41.8% 22,577 $1.0M
New Mexico Educational Retirement Board 0.03% No change 22,500 $1.0M
Commerce Bank 0.01% Reduce -4.5% 22,074 $983K
Natixis Advisors, LLC 0.00% Add +13.9% 21,902 $975K
Tidal Investments LLC 0.01% Add +1.0% 21,575 $961K
Simmons Bank 0.07% No change 21,574 $961K
Handelsbanken Fonder AB 0.00% Add +3.4% 21,525 $959K
Harbor Advisors LLC 0.15% No change 21,455 $955K
Oregon Public Employees Retirement Fund 0.02% No change 21,444 $955K
Man Group plc 0.00% Reduce -68.3% 21,200 $944K
Baird Financial Group, Inc. 0.00% Add +22.9% 21,013 $936K
CWA Asset Management Group, LLC 0.05% Add +23.8% 20,709 $922K
First Manhattan Co. Llc. 0.00% Add +16.8% 20,446 $910K
AXA S.A. 0.00% Reduce -84.0% 20,264 $902K
Creative Planning 0.00% Add +6.0% 20,036 $892K
Gsa Capital Partners LLP 0.07% Reduce -55.5% 19,715 $878K
Jefferies Financial Group Inc. 0.01% New 19,163 $853K
Aviso Financial Inc. 0.04% Reduce -0.8% 19,074 $849K
Stifel Financial Corp. 0.00% Reduce -28.3% 18,489 $823K
Neo Ivy Capital Management 0.16% Reduce -68.1% 17,946 $799K
Pictet Asset Management Holding SA 0.00% Add +6.7% 17,568 $782K
Marshall Wace, LLP 0.00% New 17,101 $762K
Walleye Trading LLC 0.01% New 16,913 $753K
Level Four Advisory Services, LLC 0.03% Add +5.6% 16,884 $752K
1832 Asset Management L.P. 0.00% No change 16,461 $733K
Landscape Capital Management, L.L.C. 0.08% New 16,381 $729K
Two Sigma Securities, LLC 0.13% New 16,190 $721K
Vanguard Personalized Indexing Management, LLC 0.01% Add +4.8% 16,037 $714K
Capital Investment Advisors, LLC 0.01% Add +49.4% 16,035 $714K
Focus Partners Wealth 0.00% Add +17.3% 15,955 $710K
Wolverine Asset Management LLC 0.05% Reduce -30.9% 15,891 $708K
Burney Co./ 0.02% Reduce -21.2% 15,753 $701K
Pacer Advisors, Inc. 0.00% Add +2.1% 15,733 $701K
Aviance Capital Partners, LLC 0.09% New 15,341 $683K
Naples Global Advisors, LLC 0.06% Reduce -1.9% 15,329 $683K
Y-Intercept (Hong Kong) Ltd 0.05% Add +43.9% 15,321 $682K
DekaBank Deutsche Girozentrale 0.00% No change 14,738 $657K
Unison Advisors LLC 0.08% Add +0.9% 14,692 $654K
Robeco Institutional Asset Management B.V. 0.00% No change 14,016 $624K
Neuberger Berman Group LLC 0.00% Reduce -7.9% 13,952 $621K
Truist Financial Corp. 0.00% Add +15.2% 13,869 $618K
Sterling Capital Management LLC 0.01% Add +20.0% 13,476 $600K
Wincap Financial LLC 0.60% — 13,305 $592K
Tower Research Capital LLC (TRC) 0.01% Add +156.9% 13,203 $588K
Alpha DNA Investment Management LLC 0.32% Add +7.2% 13,195 $588K
Groesbeck Investment Management Corp. 0.76% Reduce -22.4% 13,153 $586K
Voya Investment Management LLC 0.00% Reduce -20.5% 12,908 $575K
FourThought Financial Partners, LLC 0.06% Reduce -1.8% 12,665 $564K
M&T Bank Corp 0.00% Reduce -5.8% 12,647 $563K
Waverly Advisors, LLC 0.01% Add +3.5% 12,578 $560K
Davis Investment Partners, LLC 0.24% No change 13,392 $559K
Redmont Wealth Advisors LLC 0.96% Reduce -1.1% 12,497 $556K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.3% 12,471 $555K
Cornercap Investment Counsel Inc. 0.18% No change 12,324 $549K
Xponance LLC 0.01% Add +7.5% 12,250 $545K
State of Wyoming 0.07% Add +66.2% 12,124 $540K
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 12,029 $535K
Fourthstone LLC 0.10% New 11,500 $512K
Arkansas Financial Group, Inc. 0.08% Reduce -14.3% 11,404 $508K
Ontario Teachers Pension Plan Board 0.01% Reduce -14.2% 11,241 $501K
O'shaughnessy Asset Management, LLC 0.00% Add +1.8% 11,184 $498K
Allen Mooney & Barnes Investment Advisors LLC 0.08% No change 11,088 $494K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -17.1% 11,054 $492K
Federated Hermes, Inc. 0.00% Add +47.6% 10,927 $487K
Agp Franklin, LLC 0.30% — 10,911 $486K
Readystate Asset Management LP 0.04% New 10,756 $479K
Oppenheimer & Co. Inc. 0.01% Add +54.2% 10,742 $478K
BTC Capital Management, Inc. 0.04% Reduce -46.0% 10,647 $474K
HighTower Advisors, LLC 0.00% Add +16.6% 10,647 $474K
Pallas Capital Advisors LLC 0.02% Add +3.7% 10,555 $470K
Campbell & CO Investment Adviser LLC 0.04% Reduce -58.7% 10,529 $469K
Jamison Private Wealth Management, Inc. 0.07% No change 10,523 $469K
Versor Investments LP 0.08% Reduce -48.1% 10,473 $466K
Mustard Seed Financial, LLC 0.38% Reduce -15.8% 10,461 $466K
State of Wisconsin Investment Board 0.00% Add +17.7% 10,312 $459K
Shell Asset Management Co. 0.02% Reduce -0.1% 10,243 $456K
XTX Topco Ltd 0.04% Add +8.5% 10,195 $454K
FMR LLC 0.00% Add +10.6% 10,191 $454K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 10,121 $451K
Profund Advisors LLC 0.02% Add +30.8% 9,875 $440K
Public Employees Retirement Association of Colorado 0.00% No change 9,839 $438K
Commonwealth Equity Services, LLC 0.00% Add +6.8% 9,580 $427K
BlackDiamond Wealth Management, LLC 0.25% Reduce -16.5% 9,550 $425K
Acorn Financial Advisory Services Inc. 0.07% Reduce -1.3% 9,334 $416K
EP Wealth Advisors, LLC 0.00% New 9,168 $408K
Twinbeech Capital LP 0.01% New 8,846 $394K
Wolverine Trading, LLC 0.01% Reduce -55.4% 8,833 $393K
Alps Advisors Inc. 0.00% No change 8,515 $379K
Caitlin John, LLC 0.26% Reduce -8.3% 8,511 $379K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.5% 8,467 $377K
Regions Financial Corp. 0.00% Reduce -13.0% 8,304 $370K
Millennium Capital Advisors, LLC 0.25% Add +0.0% 8,101 $361K
Securian Asset Management, Inc. 0.01% Reduce -2.8% 7,976 $355K
Bridgefront Capital, LLC 0.12% New 7,956 $354K
Vestcor Inc 0.01% New 7,742 $345K
Mma Asset Management LLC 0.15% New 7,677 $342K
GTS Securities LLC 0.02% New 7,633 $340K
Mercer Global Advisors Inc. 0.00% New 7,629 $340K
EMC Capital Management 0.19% Reduce -58.6% 7,536 $336K
Aigen Investment Management, LP 0.06% New 7,540 $336K
Bayesian Capital Management, LP 0.04% Add +28.8% 7,283 $324K
Benjamin Edwards Inc. 0.00% Reduce -1.4% 7,266 $324K
Corton Capital Inc. 0.18% Add +14.8% 7,062 $314K
Entropy Technologies, LP 0.03% Reduce -51.2% 6,957 $310K
Merit Financial Group, LLC 0.01% New 6,903 $307K
Caprock Group, LLC 0.01% Add +1.3% 6,890 $307K
Lathrop Investment Management Co. 0.06% Reduce -0.0% 6,823 $304K
Arcus Capital Partners, LLC 0.10% New 6,641 $302K
Farringdon Capital, Ltd. 0.12% — 6,739 $300K
Freedom Investment Management, Inc. 0.02% Add +12.7% 6,708 $299K
&partners 0.00% New 6,705 $298K
Meridian Management Co. 0.08% Add +0.7% 6,582 $293K
Impact Partnership Wealth, LLC 0.06% Reduce -0.6% 6,535 $291K
Janney Montgomery Scott LLC 0.00% Add +1.5% 6,520 $290K
CSS LLC 0.05% New 6,473 $288K
Scientech Research LLC 0.08% New 6,464 $288K
Virtu Financial LLC 0.02% New 6,455 $287K
New Age Alpha Advisors, LLC 0.01% New 6,392 $285K
Legacy Capital Group California, Inc. 0.09% Reduce -0.1% 6,348 $283K
Guggenheim Capital LLC 0.00% New 6,238 $278K
Choreo, LLC 0.00% New 6,220 $277K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.9% 6,209 $276K
Wilmington Savings Fund Society, FSB 0.00% New 6,173 $275K
Puzo Michael J 0.08% Reduce -9.0% 6,145 $274K
Atom Investors LP 0.03% New 6,097 $271K
Maryland State Retirement & Pension System 0.01% No change 6,071 $270K
City Center Advisors, LLC 0.30% Reduce -9.2% 6,055 $270K
Panagora Asset Management Inc. 0.00% Add +1.8% 5,887 $262K
Callan Family Office, LLC 0.02% Add +8.1% 5,879 $262K
Utah Retirement Systems 0.00% No change 5,842 $260K
Gotham Asset Management 0.00% Add +8.1% 5,842 $260K
PNC Financial Services Group, Inc. 0.00% Add +8.3% 5,832 $260K
Dumont & Blake Investment Advisors LLC 0.07% Reduce -0.5% 5,666 $252K
US Bancorp \de 0.00% No change 5,661 $252K
Forum Financial Management, LP 0.00% No change 5,401 $241K
Acadian Asset Management LLC 0.00% Reduce -97.5% 5,376 $239K
Hexagon Capital Partners LLC 0.04% Reduce -0.3% 5,276 $235K
Mendel Capital Management LLC 0.14% Reduce -0.3% 5,179 $231K
Park Avenue Securities LLC 0.00% New 5,096 $227K
Sagespring Wealth Partners, LLC 0.01% — 5,062 $225K
Forefront Wealth Partners, LLC 0.17% — 5,052 $225K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.2% 5,029 $224K
Hamilton Capital Partners Inc. 0.02% Add +3.2% 4,951 $220K
Evergreen Capital Management LLC 0.01% Reduce -4.9% 4,925 $219K
Paragon Capital Management Ltd 0.04% Reduce -1.9% 4,887 $218K
HTLF Bank 0.02% Reduce -8.2% 4,854 $216K
Summit Trail Advisors, LLC 0.01% New 4,803 $214K
Freestone Grove Partners LP 0.00% — 4,788 $213K
GAMMA Investing LLC 0.02% Add +14.6% 4,758 $212K
Waterloo Capital, L.P. 0.02% New 4,756 $212K
KBC Group NV 0.00% Add +60.8% 4,727 $210K
denkapparat Operations GmbH 0.31% — 4,706 $210K
Weiss Asset Management LP 0.01% New 4,661 $208K
Axq Capital, LP 0.09% New 4,591 $204K
Wedmont Private Capital 0.01% New 4,855 $203K
Envestnet Portfolio Solutions, Inc. 0.00% New 4,540 $202K
HHM Wealth Advisors, LLC 0.03% No change 4,520 $201K
Copeland Capital Management, LLC 0.00% Reduce -33.9% 4,428 $197K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -9.0% 4,211 $187K
Mather Group, Llc. 0.00% No change 3,503 $156K
Cullen/Frost Bankers, Inc. 0.00% Add +0.8% 3,392 $151K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.09% — 3,370 $150K
R Squared Ltd 0.14% — 3,340 $149K
South Dakota Investment Council 0.00% No change 2,939 $131K
Principal Securities, Inc. 0.00% Add +12.7% 2,509 $112K
Venturi Wealth Management, LLC 0.00% Add +37.4% 2,185 $97K
Signaturefd, LLC 0.00% No change 2,139 $95K
Jones Financial Companies LLLP 0.00% Add +44.3% 2,095 $93K
New Wave Wealth Advisors LLC 0.04% New 2,082 $93K
Blue Trust, Inc. 0.00% Reduce -48.9% 2,026 $90K
Quadrant Capital Group LLC 0.01% No change 1,847 $82K
Reyes Financial Architecture, Inc. 0.06% — 1,793 $80K
National Bank of Canada 0.00% Reduce -28.4% 1,737 $77K
TCTC Holdings, LLC 0.00% No change 1,400 $62K
Pathway Financial Advisers, LLC 0.02% Reduce -97.7% 1,349 $60K
Montag A & Associates Inc. 0.00% No change 1,250 $56K
Aster Capital Management (DIFC) Ltd 0.02% New 1,203 $54K
Assetmark, Inc. 0.00% Add +18.6% 1,148 $51K
Fifth Third Bancorp 0.00% Reduce -8.5% 1,128 $50K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 930 $48K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $45K
Caitong International Asset Management Co., Ltd 0.04% — 970 $43K
V-Square Quantitative Management LLC 0.01% Add +81.3% 948 $42K
Geneos Wealth Management Inc. 0.00% Add +15.5% 874 $39K
American National Bank & Trust 0.00% Reduce -15.2% 872 $39K
Versant Capital Management, Inc 0.01% Reduce -26.9% 810 $36K
Toronto Dominion Bank 0.00% Reduce -8.4% 798 $36K
MCF Advisors LLC 0.00% No change 778 $35K
TD Private Client Wealth LLC 0.00% Add +6.5% 770 $34K
Smartleaf Asset Management LLC 0.00% Add +176.7% 761 $34K
Credit Agricole S A 0.00% New 741 $33K
Quent Capital, LLC 0.00% Reduce -11.9% 730 $33K
Bare Financial Services, Inc 0.01% No change 729 $32K
Concourse Financial Group Securities, Inc. 0.00% Add +6.0% 570 $29K
NewEdge Advisors, LLC 0.00% Add +0.8% 648 $29K
Parallel Advisors, LLC 0.00% Add +6.3% 621 $28K
True Wealth Design, LLC 0.01% Add +30.7% 609 $27K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 611 $27K
Investors Research Corp 0.01% No change 600 $27K
Kestra Investment Management, LLC 0.00% New 598 $27K
Private Trust Co. NA 0.00% No change 592 $26K
Steward Partners Investment Advisory, LLC 0.00% No change 581 $26K
Toth Financial Advisory Corp. 0.00% Add +0.9% 531 $24K
Atlatl Advisers LLC 0.01% — 505 $22K
Centiva Capital, LP 0.00% Reduce -96.2% 499 $22K
LRI Investments, LLC 0.00% Reduce -15.0% 489 $22K
Lindbrook Capital, LLC 0.00% No change 453 $20K
Aspetuck Financial Management LLC 0.02% — 452 $20K
Covestor Ltd 0.01% Add +0.9% 444 $20K
Arax Advisory Partners 0.00% Reduce -8.3% 444 $20K
Key Financial Inc 0.00% No change 410 $18K
Rise Advisors, LLC 0.01% Reduce -23.9% 407 $18K
WPG Advisers, LLC 0.02% — 394 $18K
Colonial Trust Co / SC 0.00% Add +589.5% 393 $18K
EverSource Wealth Advisors, LLC 0.00% Add +128.5% 393 $18K
Headlands Technologies LLC 0.00% New 376 $17K
Parkside Financial Bank & Trust 0.00% Add +29.8% 375 $17K
AdvisorNet Financial, Inc 0.00% Add +102.8% 365 $16K
Hantz Financial Services, Inc. 0.00% No change 368 $16K
GeoWealth Management, LLC 0.00% New 347 $15K
Spire Wealth Management 0.00% Add +4.3% 340 $15K
Truvestments Capital LLC 0.00% Reduce -29.4% 309 $14K
Crews Bank & Trust 0.00% — 300 $13K
Creative Financial Designs Inc. 0.00% New 296 $13K
CIBC Private Wealth Group LLC 0.00% Reduce -62.3% 284 $12K
CoreCap Advisors, LLC 0.00% No change 275 $12K
Bessemer Group Inc. 0.00% Add +107.9% 262 $12K
Clark Wealth Partners 0.01% — 256 $11K
Hemington Wealth Management 0.00% Add +17.0% 227 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 221 $10K
SBI Securities Co., Ltd. 0.00% — 212 $9K
Private Wealth Management Group, LLC 0.00% Reduce -1.0% 193 $9K
Coppell Advisory Solutions LLC 0.00% New 189 $8K
Delta Asset Management LLC 0.00% Reduce -21.2% 186 $8K
Whipplewood Advisors, LLC 0.00% — 173 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.8% 171 $8K
Clearstead Advisors, LLC 0.00% No change 166 $7K
Parkworth Wealth Management, Inc. 0.01% — 155 $7K
Farther Finance Advisors, LLC 0.00% Reduce -23.9% 143 $6K
Huntington National Bank 0.00% No change 136 $6K
TD Waterhouse Canada Inc. 0.00% No change 136 $6K
Allworth Financial LP 0.00% Reduce -35.5% 107 $5K
Sandy Spring Bank 0.00% No change 120 $5K
Global Retirement Partners, LLC 0.00% Add +17.5% 114 $5K
JFS Wealth Advisors, LLC 0.00% No change 107 $5K
Bell Investment Advisors, Inc 0.00% Add +255.6% 96 $4K
Brooklyn Investment Group 0.00% No change 91 $4K
Horizon Investments, LLC 0.00% Add +3.5% 88 $4K
UMB Bank, n.a. 0.00% Add +12.9% 70 $3K
Harbor Investment Advisory, LLC 0.00% No change 48 $2K
IFP Advisors, Inc 0.00% New 48 $2K
Cornerstone Planning Group LLC 0.00% No change 40 $2K
Avion Wealth 0.00% Add +28.9% 49 $2K
Farmers & Merchants Investments Inc. 0.00% No change 43 $2K
Eagle Bay Advisors LLC 0.00% No change 40 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 38 $2K
Raffa Wealth Management, LLC 0.00% No change 38 $2K
First Horizon Advisors, Inc. 0.00% Reduce -40.0% 36 $2K
Bogart Wealth, LLC 0.00% New 31 $1K
Prestige Wealth Management Group LLC 0.00% No change 30 $1K
SJS Investment Consulting Inc. 0.00% Reduce -14.7% 29 $1K
Sierra Ocean, LLC 0.00% — 28 $1K
NFSG Corp 0.00% New 27 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $1K
Bruce G. Allen Investments, LLC 0.00% No change 21 $935
Concord Wealth Partners 0.00% No change 19 $846
CVA Family Office, LLC 0.00% No change 16 $712
Continuum Advisory, LLC 0.00% No change 9 $401
Global Financial Private Client, LLC 0.00% New 8 $356
New Millennium Group LLC 0.00% New 4 $178
Larson Financial Group LLC 0.00% No change 3 $134
PSI Advisors, LLC 0.00% Reduce -99.5% 3 $134
Retirement Wealth Solutions LLC 0.00% — 1 $45

"% of holder's portfolio" is OZK's weight in each manager's 13F, not the share of Bank Ozk the manager owns.