Bank OzkOZK

13F holders, Q1 2025 (March 31)
482holders +12
63new positions
53sold out
10famous investors
$43.45avg. 13F price*

At the end of Q1 2025, 482 institutions reported holding Bank Ozk (OZK) in their 13F filings, up 12 from Q4 2024. 63 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($492.5M), BlackRock, Inc. ($436.9M) and Wasatch Advisors LP ($314.1M). 10 famous investors held it, including Bruce Berkowitz (2.3% of Fairholme Capital Management's portfolio), Francois Rochon (1.9% of Giverny Capital's portfolio) and Cliff Asness (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions63$87.3M
Exits53$38.7M

All 13F filers, Q4 2024 → Q1 2025: 7,830,400 shares bought and 6,475,129 shares sold, net +1,355,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 482 holders

Vanguard Group Inc. 0.01% Reduce -1.5% 11,334,145 $492.5M
BlackRock, Inc. 0.01% Reduce -2.9% 10,055,143 $436.9M
Wasatch Advisors LP 1.75% Add +1.8% 7,228,332 $314.1M
State Street Corp. 0.01% Reduce -12.0% 6,589,945 $286.3M
Dimensional Fund Advisors LP 0.07% Reduce -1.6% 6,504,568 $282.6M
Charles Schwab Investment Management Inc. 0.04% Add +5.3% 4,350,220 $189.0M
AQR Capital Management 0.12% Reduce -0.2% 2,805,163 $120.9M
First Trust Advisors LP 0.11% Reduce -5.6% 2,781,199 $120.8M
American Century Companies Inc. 0.06% Add +10.5% 2,405,292 $104.5M
Wellington Management Group LLP 0.02% Reduce -26.3% 2,205,406 $95.8M
Geode Capital Management, LLC 0.01% Add +0.7% 2,052,562 $89.2M
Van Berkom & Associates Inc. 2.55% Reduce -0.8% 1,828,701 $79.5M
Captrust Financial Advisors 0.20% Add +1.3% 1,808,541 $78.6M
JARISLOWSKY, FRASER Ltd 0.49% Reduce -3.0% 1,799,390 $78.2M
D. E. Shaw & Co. 0.09% Add +51.6% 1,674,924 $72.8M
Norges Bank 0.01% Add +13.1% 1,348,810 $58.6M
Victory Capital Management Inc. 0.06% Reduce -8.5% 1,339,049 $58.2M
Senvest Management, LLC 2.31% Add +98.9% 1,270,875 $55.2M
Giverny Capital 1.94% Reduce -0.2% 1,209,513 $52.6M
Bank of New York Mellon Corp 0.01% Add +2.1% 1,127,576 $49.0M
Morgan Stanley 0.00% Reduce -23.7% 1,105,018 $48.0M
Northern Trust Corp. 0.01% Reduce -2.2% 993,660 $43.2M
Voloridge Investment Management, LLC 0.15% Reduce -4.8% 915,603 $39.8M
Kennedy Capital Management LLC 0.81% Add +53.7% 780,673 $33.9M
Millennium Management 0.03% Add +1.1% 743,995 $32.3M
Two Sigma Investments, LP 0.07% Add +0.3% 668,843 $29.1M
Newport Trust Company, LLC 0.07% Add +0.6% 656,987 $28.5M
Renaissance Technologies 0.04% Add +18.6% 644,397 $28.0M
Citadel Advisors 0.03% Reduce -36.1% 639,532 $27.8M
Fairholme Capital Management 2.26% Reduce -1.8% 631,602 $27.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% Reduce -10.2% 600,864 $26.1M
ProShare Advisors LLC 0.06% Reduce -20.4% 600,428 $26.1M
Balyasny Asset Management L.P. 0.06% Reduce -20.4% 580,696 $25.2M
Sei Investments Co. 0.03% Add +7.3% 572,208 $24.9M
Invesco Ltd. 0.00% Reduce -2.6% 558,915 $24.3M
Bank of America Corp. 0.00% Add +187.3% 502,779 $21.8M
Berkley W R Corp. 1.59% No change 500,800 $21.8M
Fuller & Thaler Asset Management, Inc. 0.08% Add +0.3% 487,991 $21.2M
LSV Asset Management 0.05% Reduce -5.2% 474,446 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -13.3% 441,955 $19.2M
Clearbridge Investments, LLC 0.02% Reduce -18.0% 425,046 $18.5M
Jane Street Group, LLC 0.03% Add +31.0% 410,405 $17.8M
Marshall Wace, LLP 0.02% Add +2265.3% 404,493 $17.6M
LPL Financial LLC 0.01% Add +7.0% 387,492 $16.8M
UBS Group AG 0.00% Add +7.1% 378,039 $16.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.3% 349,749 $15.2M
Quantinno Capital Management LP 0.10% Add +104.8% 346,871 $15.1M
Raymond James Financial Inc. 0.01% Add +8.5% 343,066 $14.9M
Amundi 0.01% Add +134.9% 368,459 $14.3M
Nuveen, LLC 0.00% — 326,744 $14.2M
Point72 Asset Management 0.04% Add +611.2% 322,638 $14.0M
Tudor Investment Corporation 0.12% Add +70.5% 313,268 $13.6M
Rhumbline Advisers 0.01% Reduce -10.1% 307,910 $13.4M
Cabot Wealth Management Inc. 1.63% Reduce -0.3% 294,550 $12.8M
Two Sigma Advisers, LP 0.03% Reduce -5.4% 292,200 $12.7M
Earnest Partners LLC 0.06% New 292,197 $12.7M
Rice Hall James & Associates, LLC 0.72% Reduce -1.2% 283,520 $12.3M
Twin Lions Management LLC 11.56% Add +6.9% 276,530 $12.0M
BNP Paribas Financial Markets 0.01% Reduce -16.6% 268,325 $11.7M
Ranger Investment Management, L.P. 0.81% New 261,955 $11.4M
Algert Global LLC 0.28% Reduce -15.6% 261,032 $11.3M
Lord, Abbett & Co. LLC 0.04% New 260,000 $11.3M
Brandywine Global Investment Management, LLC 0.08% Reduce -3.8% 258,032 $11.2M
Principal Financial Group Inc. 0.01% Reduce -0.0% 245,049 $10.6M
Weybosset Research & Management LLC 3.69% Reduce -0.9% 242,792 $10.5M
Qube Research & Technologies Ltd 0.02% Add +8.7% 233,218 $10.1M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 229,342 $10.0M
CI Investments Inc. 0.04% Reduce -6.7% 214,789 $9.3M
Cubist Systematic Strategies, LLC 0.12% Add +394.7% 209,485 $9.1M
Swiss National Bank 0.01% Reduce -1.8% 208,233 $9.0M
Quantbot Technologies LP 0.28% Reduce -6.4% 205,926 $8.9M
California Public Employees Retirement System 0.01% Reduce -0.8% 202,942 $8.8M
Public Sector Pension Investment Board 0.04% New 195,632 $8.5M
Edgestream Partners, L.P. 0.29% Add +44.2% 195,320 $8.5M
Rafferty Asset Management, LLC 0.03% Reduce -22.5% 187,950 $8.2M
QV Investors Inc. 0.81% Add +13.5% 185,650 $8.1M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +207.4% 184,924 $8.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% — 179,334 $7.8M
Susquehanna Fundamental Investments, LLC 0.13% New 174,553 $7.6M
Legal & General Group Plc 0.00% Add +1.6% 167,277 $7.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -7.6% 158,570 $6.9M
Susquehanna International Group, LLP 0.01% Add +171.7% 154,615 $6.7M
Alliancebernstein L.P. 0.00% Add +9.6% 152,236 $6.6M
Wells Fargo & Company 0.00% Add +93.6% 151,063 $6.6M
Man Group plc 0.02% Add +601.7% 148,761 $6.5M
Envestnet Asset Management Inc. 0.00% Add +6.1% 143,400 $6.2M
Verition Fund Management LLC 0.04% Add +20.3% 142,575 $6.2M
Hudson Bay Capital Management LP 0.04% Reduce -22.1% 140,754 $6.1M
TCW Group Inc. 0.05% No change 140,077 $6.1M
Great Lakes Advisors, LLC 0.05% Reduce -8.6% 134,044 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -22.4% 133,722 $5.8M
Citigroup Inc. 0.00% Reduce -68.0% 133,357 $5.8M
Ameriprise Financial Inc. 0.00% Add +3.1% 131,365 $5.7M
Allspring Global Investments Holdings, LLC 0.01% Add +55.4% 129,980 $5.6M
New York State Teachers Retirement System 0.01% Reduce -1.3% 129,712 $5.6M
Retirement Systems of Alabama 0.02% Add +0.1% 128,415 $5.6M
Barclays PLC 0.00% Reduce -37.9% 125,463 $5.5M
Governors Lane LP 1.21% New 125,195 $5.4M
NorthCoast Asset Management LLC 0.03% Add +20.5% 123,441 $5.4M
Prudential Financial Inc. 0.01% Add +40.2% 118,528 $5.2M
Corebridge Financial, Inc. 0.03% Reduce -2.4% 116,540 $5.1M
Ieq Capital, LLC 0.04% Add +50.0% 114,700 $5.0M
Russell Investments Group, Ltd. 0.01% Add +48.1% 113,082 $4.9M
State Board of Administration of Florida Retirement System 0.01% No change 110,399 $4.8M
Horrell Capital Management, Inc. 1.95% Add +0.7% 107,570 $4.7M
HRT Financial LP 0.03% Reduce -25.8% 102,793 $4.5M
California State Teachers Retirement System 0.01% Reduce -1.1% 99,638 $4.3M
Artemis Investment Management LLP 0.06% Add +15.6% 97,260 $4.2M
Mariner, LLC 0.01% Add +1.1% 94,244 $4.1M
Van Eck Associates Corp. 0.01% Add +11.2% 92,143 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.8% 91,879 $4.0M
Villanova Investment Management Co LLC 3.96% Reduce -65.4% 31,508 $4.0M
MAI Capital Management 0.03% Reduce -13.6% 90,323 $3.9M
B. Metzler seel. Sohn & Co. AG 0.04% Add +1.0% 88,804 $3.9M
Engineers Gate Manager LP 0.06% Add +50.3% 88,223 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 86,554 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +12.6% 85,979 $3.8M
Cerity Partners LLC 0.01% Add +37.7% 83,458 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +39.8% 82,513 $3.6M
Treasurer of the State of North Carolina 0.01% Reduce -26.6% 80,626 $3.5M
Ameritas Investment Partners, Inc. 0.12% Reduce -3.4% 78,347 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +10.6% 77,592 $3.4M
Trexquant Investment LP 0.04% Reduce -51.2% 76,644 $3.3M
Integrated Wealth Concepts LLC 0.04% Reduce -1.3% 73,161 $3.2M
Franklin Resources Inc. 0.00% Add +16.1% 73,073 $3.2M
Janus Henderson Group PLC 0.00% Add +50.7% 72,482 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.3% 72,865 $3.2M
Vest Financial, LLC 0.05% Add +29.6% 71,990 $3.1M
Money Concepts Capital Corp. 0.23% Add +0.5% 70,962 $3.1M
Canada Pension Plan Investment Board 0.00% Reduce -8.9% 69,900 $3.0M
Stephens Inc. 0.04% Reduce -8.7% 68,664 $3.0M
Greenfield Seitz Capital Management, LLC 1.14% Reduce -0.3% 68,660 $3.0M
Mackenzie Financial Corp. 0.00% Reduce -16.6% 65,354 $2.8M
Twinbeech Capital LP 0.05% Add +635.7% 65,080 $2.8M
Aquatic Capital Management LLC 0.07% Add +38.6% 64,139 $2.8M
Congress Asset Management Co. 0.02% Reduce -0.5% 62,352 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -27.1% 61,749 $2.7M
Legacy Capital Wealth Partners, LLC 0.66% Reduce -0.1% 61,727 $2.7M
Palisade Capital Management, LP 0.09% Add +3.8% 60,176 $2.6M
Element Capital Management LLC 0.65% New 60,072 $2.6M
Empowered Funds, LLC 0.04% Add +1.8% 60,037 $2.6M
Alaska Permanent Fund Corp 0.04% No change 61,123 $2.6M
Watchman Group, Inc. 0.73% Reduce -0.4% 59,833 $2.6M
Fieldview Capital Management, LLC 0.36% New 59,295 $2.6M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 58,600 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -37.5% 58,300 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +14.2% 57,422 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.6% 54,302 $2.4M
De Lisle Partners LLP 0.39% No change 54,000 $2.3M
AWH Capital, L.P. 3.37% New 53,500 $2.3M
QSV Equity Investors LLC 2.31% Reduce -0.3% 51,312 $2.2M
New York State Common Retirement Fund 0.00% Add +2.8% 50,706 $2.2M
Amalgamated Bank 0.02% Reduce -2.8% 48,959 $2.1M
Cardinal Capital Management 0.33% Add +3.5% 48,626 $2.1M
Aster Capital Management (DIFC) Ltd 0.39% Add +3515.5% 43,495 $2.1M
Nisa Investment Advisors, LLC 0.01% Add +12.9% 47,869 $2.1M
Massachusetts Financial Services Co. 0.00% Reduce -2.2% 47,407 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.9% 46,690 $2.0M
Coldstream Capital Management Inc. 0.04% New 46,203 $2.0M
Bank of Montreal 0.00% Reduce -1.6% 46,090 $2.0M
Baird Financial Group, Inc. 0.00% Add +119.3% 46,080 $2.0M
Cwm, LLC 0.01% Add +62.3% 45,369 $2.0M
Caxton Associates LLP 0.07% — 45,096 $2.0M
Dark Forest Capital Management LP 0.09% Add +83.3% 43,124 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -68.3% 42,731 $1.9M
Jupiter Asset Management Ltd. 0.02% New 41,994 $1.8M
Bank of Nova Scotia 0.00% Reduce -66.2% 41,979 $1.8M
State of Tennessee, Department of Treasury 0.01% No change 41,956 $1.8M
Danske Bank A/S 0.01% Reduce -2.4% 41,314 $1.8M
Royal Bank of Canada 0.00% Add +37.8% 41,257 $1.8M
Nomura Holdings Inc. 0.01% Reduce -53.2% 41,054 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.4% 40,985 $1.8M
Stifel Financial Corp. 0.00% Add +119.1% 40,510 $1.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +4.7% 40,110 $1.7M
HSBC Holdings PLC 0.00% Reduce -27.9% 39,586 $1.7M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.0% 39,243 $1.7M
Cetera Investment Advisers 0.00% Add +0.2% 38,798 $1.7M
Comerica Bank 0.01% Reduce -1.9% 37,100 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -9.0% 37,058 $1.6M
MML Investors Services, LLC 0.01% Add +45.0% 36,910 $1.6M
Natixis Advisors, LLC 0.00% Add +66.7% 36,503 $1.6M
Integrated Advisors Network LLC 0.08% New 36,441 $1.6M
Pathstone Holdings, LLC 0.01% Add +8.1% 36,131 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 36,132 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.8% 35,481 $1.5M
State of Wisconsin Investment Board 0.00% Add +243.9% 35,464 $1.5M
Mountain Lake Investment Management LLC 1.45% New 35,430 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 35,008 $1.5M
Deutsche Bank AG 0.00% Reduce -0.5% 34,659 $1.5M
Woodard & Co. Asset Management Group Inc. 0.31% New 34,320 $1.5M
Sapience Investments, LLC 1.06% Reduce -15.4% 34,179 $1.5M
Aviance Capital Partners, LLC 0.21% Add +118.8% 33,559 $1.5M
Handelsbanken Fonder AB 0.01% Add +54.8% 33,325 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.8% 32,900 $1.4M
STRS Ohio 0.01% Reduce -16.0% 32,734 $1.4M
Naviter Wealth, LLC 0.17% Reduce -24.1% 31,457 $1.4M
Tidal Investments LLC 0.01% Add +46.3% 31,572 $1.4M
Squarepoint Ops LLC 0.00% Reduce -78.6% 31,175 $1.4M
Teza Capital Management LLC 0.61% Reduce -8.0% 30,824 $1.3M
Arizona State Retirement System 0.01% Reduce -1.4% 30,811 $1.3M
Teacher Retirement System of Texas 0.01% Reduce -20.9% 30,464 $1.3M
Intech Investment Management LLC 0.01% Add +29.8% 30,436 $1.3M
Gsa Capital Partners LLP 0.12% Add +52.2% 30,001 $1.3M
Louisiana State Employees Retirement System 0.03% Add +1.0% 29,600 $1.3M
Corient Private Wealth LP 0.00% Add +17.6% 29,261 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 29,181 $1.3M
Greenwood Gearhart LLC 0.09% Reduce -2.3% 28,789 $1.3M
KLP Kapitalforvaltning As 0.01% No change 28,400 $1.2M
SG Americas Securities, LLC 0.00% New 28,028 $1.2M
Virtu Financial LLC 0.07% Add +332.2% 27,896 $1.2M
Commerce Bank 0.01% Add +22.2% 26,982 $1.2M
KG Capital Management 0.37% Add +8.1% 26,498 $1.1M
CWA Asset Management Group, LLC 0.05% Add +24.8% 25,835 $1.1M
Y-Intercept (Hong Kong) Ltd 0.08% Add +67.8% 25,712 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 25,220 $1.1M
State of Michigan Retirement System 0.01% Add +0.8% 25,212 $1.1M
Militia Capital Partners, LP 0.88% New 24,900 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.8% 23,693 $1.0M
Caprock Group, LLC 0.03% Add +241.7% 23,545 $1.0M
Scientech Research LLC 0.27% Add +263.9% 23,521 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 23,459 $1.0M
Lazard Asset Management LLC 0.00% Reduce -48.7% 23,362 $1.0M
New Mexico Educational Retirement Board 0.04% No change 22,500 $978K
AlphaQuest LLC 0.11% Reduce -30.7% 22,495 $977K
Simmons Bank 0.07% No change 21,574 $937K
Harbor Advisors LLC 0.16% No change 21,455 $932K
Oregon Public Employees Retirement Fund 0.02% No change 21,444 $932K
Osaic Holdings, Inc. 0.00% Reduce -8.4% 20,677 $899K
Creative Planning 0.00% Add +2.8% 20,588 $895K
First Manhattan Co. Llc. 0.00% No change 20,446 $888K
XTX Topco Ltd 0.05% Add +100.2% 20,411 $887K
Wolverine Asset Management LLC 0.06% Add +23.6% 19,637 $853K
Landscape Capital Management, L.L.C. 0.07% Add +16.5% 19,083 $829K
Aviso Financial Inc. 0.04% Reduce -3.0% 18,503 $804K
Pictet Asset Management Holding SA 0.00% Add +2.4% 17,996 $782K
FMR LLC 0.00% Add +74.0% 17,735 $771K
Focus Partners Wealth 0.00% Add +11.0% 17,711 $770K
Wincap Financial LLC 0.70% Add +28.5% 17,091 $743K
Mach-1 Financial Group, LLC 0.22% New 16,998 $739K
State of Wyoming 0.10% Add +40.1% 16,991 $738K
Pallas Capital Advisors LLC 0.03% Add +60.5% 16,942 $736K
Level Four Advisory Services, LLC 0.03% Reduce -0.5% 16,804 $730K
Xponance LLC 0.01% Add +35.1% 16,550 $719K
BTC Capital Management, Inc. 0.07% Add +55.2% 16,527 $718K
Point72 (DIFC) Ltd 0.07% Reduce -47.7% 16,295 $708K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.3% 16,248 $706K
Summit Trail Advisors, LLC 0.02% Add +235.2% 16,101 $700K
Neuberger Berman Group LLC 0.00% Add +14.8% 16,011 $696K
Capital Investment Advisors, LLC 0.01% Reduce -1.7% 15,763 $685K
Burney Co./ 0.02% No change 15,753 $684K
Truist Financial Corp. 0.00% Add +11.1% 15,406 $669K
Simplex Trading, LLC 0.02% New 15,298 $664K
Naples Global Advisors, LLC 0.06% Reduce -2.6% 14,933 $649K
Unison Advisors LLC 0.08% Add +0.8% 14,811 $644K
Inspire Advisors, LLC 0.07% New 14,640 $636K
DekaBank Deutsche Girozentrale 0.00% No change 14,738 $634K
Fox Run Management, L.L.C. 0.10% New 14,346 $623K
Inceptionr LLC 0.19% New 14,284 $621K
Pinebridge Investments, L.P. 0.00% Reduce -61.9% 14,013 $609K
Hennion & Walsh Asset Management, Inc. 0.03% Add +21.8% 13,464 $585K
Dynamic Technology Lab Private Ltd 0.08% New 13,425 $583K
Voya Investment Management LLC 0.00% Add +2.9% 13,282 $577K
1832 Asset Management L.P. 0.00% Reduce -19.9% 13,191 $573K
FourThought Financial Partners, LLC 0.06% Add +3.7% 13,132 $571K
Sterling Capital Management LLC 0.01% Reduce -7.2% 12,512 $544K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.3% 12,510 $544K
CSS LLC 0.11% Add +91.1% 12,367 $537K
State of Alaska, Department of Revenue 0.01% Add +2.7% 12,359 $536K
M&T Bank Corp 0.00% Reduce -4.8% 12,033 $523K
Groesbeck Investment Management Corp. 0.72% Reduce -10.0% 11,832 $514K
Davis Investment Partners, LLC 0.23% No change 13,392 $514K
Koss-Olinger Consulting, LLC 0.04% New 11,800 $513K
HighTower Advisors, LLC 0.00% Add +10.8% 11,798 $513K
O'shaughnessy Asset Management, LLC 0.00% Add +3.3% 11,547 $502K
GTS Securities LLC 0.02% Add +51.0% 11,528 $501K
Cookson Peirce & Co. Inc. 0.02% New 11,405 $496K
Allen Mooney & Barnes Investment Advisors LLC 0.08% No change 11,088 $482K
iSAM Funds (UK) Ltd 0.23% New 10,742 $467K
Jamison Private Wealth Management, Inc. 0.07% No change 10,523 $457K
Mustard Seed Financial, LLC 0.37% Add +0.0% 10,465 $455K
Wolverine Trading, LLC 0.01% Add +16.1% 10,256 $448K
Ontario Teachers Pension Plan Board 0.01% Reduce -8.7% 10,261 $446K
Los Angeles Capital Management LLC 0.00% New 10,093 $439K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.7% 10,049 $437K
Federated Hermes, Inc. 0.00% Reduce -8.6% 9,990 $434K
Guggenheim Capital LLC 0.00% Add +59.8% 9,970 $433K
Arkansas Financial Group, Inc. 0.07% No change 11,404 $429K
Commonwealth Equity Services, LLC 0.00% Add +3.0% 9,867 $429K
Agp Franklin, LLC 0.26% No change 10,911 $428K
Public Employees Retirement Association of Colorado 0.00% No change 9,839 $428K
Shell Asset Management Co. 0.02% Reduce -5.8% 9,651 $419K
PEAK6 LLC 0.02% New 9,616 $418K
Redmont Wealth Advisors LLC 0.81% Reduce -23.6% 9,545 $415K
Merit Financial Group, LLC 0.01% Add +33.7% 9,232 $401K
Lecap Asset Management Ltd. 0.09% New 9,143 $397K
EP Wealth Advisors, LLC 0.00% Reduce -0.8% 9,097 $395K
Mercer Global Advisors Inc. 0.00% Add +16.9% 8,921 $388K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.3% 8,748 $380K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 8,606 $374K
Regions Financial Corp. 0.00% No change 8,304 $361K
Sowell Financial Services LLC 0.02% New 8,207 $357K
Alps Advisors Inc. 0.00% Reduce -4.7% 8,114 $353K
Millennium Capital Advisors, LLC 0.26% Add +0.1% 8,113 $353K
American National Bank & Trust 0.04% Add +830.2% 8,111 $352K
Benjamin Edwards Inc. 0.00% Add +9.9% 7,984 $347K
Securian Asset Management, Inc. 0.01% No change 7,976 $347K
Vident Advisory, LLC 0.01% New 7,928 $344K
Atria Investments, Inc 0.00% New 7,908 $344K
denkapparat Operations GmbH 0.36% Add +65.9% 7,808 $339K
Vestcor Inc 0.01% No change 7,742 $336K
Garda Capital Partners LP 0.19% New 7,720 $335K
Acorn Financial Advisory Services Inc. 0.06% Reduce -17.6% 7,689 $334K
Mma Asset Management LLC 0.14% No change 7,677 $334K
EMC Capital Management 0.20% No change 7,536 $327K
Advisors Capital Management, LLC 0.00% New 7,340 $319K
Concurrent Investment Advisors, LLC 0.01% New 7,057 $307K
Oppenheimer & Co. Inc. 0.00% Reduce -34.4% 7,042 $306K
Stevens Capital Management LP 0.08% Reduce -73.5% 7,001 $304K
United Services Automobile Association 0.01% New 6,780 $296K
Lathrop Investment Management Co. 0.06% No change 6,823 $296K
Point72 Hong Kong Ltd 0.02% New 6,720 $292K
Caitlin John, LLC 0.29% Reduce -21.2% 6,707 $291K
Tower Research Capital LLC (TRC) 0.01% Reduce -49.3% 6,697 $291K
PNC Financial Services Group, Inc. 0.00% Add +13.4% 6,614 $287K
Quadrant Capital Group LLC 0.01% Add +257.3% 6,600 $287K
Legacy Capital Group California, Inc. 0.10% Reduce -0.6% 6,308 $274K
Crossmark Global Holdings, Inc. 0.00% Add +1.4% 6,297 $274K
Waverly Advisors, LLC 0.00% Reduce -51.5% 6,097 $265K
Diametric Capital, LP 0.31% New 5,901 $256K
Campbell & CO Investment Adviser LLC 0.02% Reduce -44.0% 5,892 $256K
Panagora Asset Management Inc. 0.00% No change 5,887 $256K
Callan Family Office, LLC 0.02% No change 5,879 $255K
Utah Retirement Systems 0.00% No change 5,842 $254K
Kera Capital Partners, Inc. 0.07% New 5,805 $252K
Private Advisor Group, LLC 0.00% New 5,780 $251K
Sciencast Management LP 0.06% New 5,700 $248K
Gotham Asset Management 0.00% Reduce -3.7% 5,627 $244K
Cornerstone Wealth Management, LLC 0.02% Add +11.8% 5,624 $244K
GAMMA Investing LLC 0.02% Add +17.9% 5,608 $244K
Venturi Wealth Management, LLC 0.01% Add +152.2% 5,510 $239K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.11% Add +61.2% 5,431 $236K
Forum Financial Management, LP 0.00% Reduce -0.1% 5,396 $234K
Puzo Michael J 0.07% Reduce -12.2% 5,395 $234K
D.A. Davidson & Co. 0.00% New 5,330 $232K
Hexagon Capital Partners LLC 0.04% Add +0.7% 5,311 $231K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -6.9% 5,277 $229K
US Bancorp \de 0.00% Reduce -7.3% 5,246 $228K
Evergreen Capital Management LLC 0.01% Add +6.3% 5,235 $227K
Mendel Capital Management LLC 0.14% Add +0.1% 5,183 $225K
Forefront Wealth Partners, LLC 0.15% Add +0.4% 5,070 $220K
Evoke Wealth, LLC 0.01% New 5,042 $219K
&partners 0.00% Reduce -27.0% 4,895 $218K
Profund Advisors LLC 0.01% Reduce -49.4% 5,001 $217K
Chicago Partners Investment Group LLC 0.01% New 4,960 $217K
BlackDiamond Wealth Management, LLC 0.15% Reduce -49.1% 4,858 $217K
Maryland State Retirement & Pension System 0.01% Reduce -18.2% 4,967 $216K
Choreo, LLC 0.00% Reduce -20.5% 4,944 $215K
Impact Partnership Wealth, LLC 0.05% Reduce -24.5% 4,936 $214K
Paragon Capital Management Ltd 0.04% Add +0.8% 4,926 $214K
R Squared Ltd 0.23% Add +47.0% 4,911 $213K
KBC Group NV 0.00% Add +3.3% 4,884 $212K
Hamilton Capital Partners Inc. 0.01% Reduce -2.8% 4,813 $209K
Waterloo Capital, L.P. 0.02% Add +0.5% 4,778 $208K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.4% 4,689 $204K
Wedmont Private Capital 0.01% Add +8.5% 5,269 $200K
HHM Wealth Advisors, LLC 0.03% No change 4,520 $196K
Group One Trading LLC 0.01% New 3,960 $172K
Caitong International Asset Management Co., Ltd 0.11% Add +266.3% 3,553 $154K
Mather Group, Llc. 0.00% No change 3,503 $152K
Cullen/Frost Bankers, Inc. 0.00% No change 3,392 $147K
Ridgewood Investments LLC 0.07% New 3,375 $147K
Atlas Capital Advisors Inc. 0.02% New 3,227 $140K
Copeland Capital Management, LLC 0.00% Reduce -29.1% 3,141 $136K
Globeflex Capital L P 0.01% New 3,027 $132K
South Dakota Investment Council 0.00% No change 2,939 $128K
Walleye Capital LLC 0.00% New 2,628 $114K
Jones Financial Companies LLLP 0.00% Add +22.8% 2,572 $112K
Principal Securities, Inc. 0.00% No change 2,509 $112K
Arax Advisory Partners 0.01% Add +434.9% 2,375 $103K
Reyes Financial Architecture, Inc. 0.07% Add +29.2% 2,317 $101K
Versant Capital Management, Inc 0.02% Add +176.8% 2,242 $97K
Wilmington Savings Fund Society, FSB 0.00% Reduce -63.8% 2,238 $97K
Blue Trust, Inc. 0.00% Add +5.9% 2,146 $93K
Signaturefd, LLC 0.00% No change 2,139 $93K
National Bank of Canada 0.00% Add +12.8% 1,960 $85K
Quarry LP 0.02% New 1,825 $79K
UMB Bank, n.a. 0.00% Add +2014.3% 1,480 $64K
TCTC Holdings, LLC 0.00% No change 1,400 $61K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -67.8% 1,357 $59K
Montag A & Associates Inc. 0.00% No change 1,250 $54K
Assetmark, Inc. 0.00% Add +8.7% 1,248 $54K
Fifth Third Bancorp 0.00% Add +9.8% 1,239 $54K
Brooklyn Investment Group 0.01% Add +1114.3% 1,105 $48K
Bruce G. Allen Investments, LLC 0.04% Add +4828.6% 1,035 $45K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $43K
Geneos Wealth Management Inc. 0.00% Add +11.8% 977 $42K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 930 $39K
EverSource Wealth Advisors, LLC 0.00% Add +119.6% 863 $37K
V-Square Quantitative Management LLC 0.01% Reduce -10.2% 851 $37K
Toronto Dominion Bank 0.00% No change 798 $35K
MCF Advisors LLC 0.00% No change 778 $34K
TD Private Client Wealth LLC 0.00% No change 770 $33K
Bare Financial Services, Inc 0.01% Add +1.8% 742 $32K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 744 $32K
Summit Securities Group LLC 0.02% New 735 $32K
Quent Capital, LLC 0.00% Reduce -3.7% 703 $31K
CX Institutional 0.00% New 700 $30K
Private Trust Co. NA 0.00% Add +15.0% 681 $30K
CIBC Private Wealth Group LLC 0.00% Add +170.4% 768 $29K
Smartleaf Asset Management LLC 0.00% Reduce -13.5% 658 $29K
Parallel Advisors, LLC 0.00% Add +6.0% 658 $29K
Credit Agricole S A 0.00% Reduce -12.6% 648 $28K
True Wealth Design, LLC 0.01% Add +4.6% 637 $28K
NewEdge Advisors, LLC 0.00% Reduce -4.2% 621 $27K
Investors Research Corp 0.01% No change 600 $26K
Steward Partners Investment Advisory, LLC 0.00% No change 581 $25K
Toth Financial Advisory Corp. 0.00% Add +0.8% 535 $23K
LRI Investments, LLC 0.00% No change 489 $21K
Covestor Ltd 0.01% Add +9.2% 485 $21K
Parkside Financial Bank & Trust 0.00% Add +24.3% 466 $20K
Lindbrook Capital, LLC 0.00% No change 453 $20K
Key Financial Inc 0.00% No change 410 $18K
Lanark Financial, Inc. 0.00% — 400 $17K
Hantz Financial Services, Inc. 0.00% Add +1.4% 373 $16K
AdvisorNet Financial, Inc 0.00% No change 365 $16K
Foster Dykema Cabot & Partners, LLC 0.00% New 341 $15K
Crews Bank & Trust 0.00% No change 300 $13K
Creative Financial Designs Inc. 0.00% Add +1.0% 299 $13K
CoreCap Advisors, LLC 0.00% Add +1.8% 280 $12K
Clark Wealth Partners 0.01% Add +0.8% 258 $11K
WPG Advisers, LLC 0.01% Reduce -35.5% 254 $11K
Hemington Wealth Management 0.00% Add +12.3% 255 $11K
Binnacle Investments Inc 0.01% — 203 $9K
Clearstead Trust, LLC 0.00% New 195 $8K
Delta Asset Management LLC 0.00% No change 186 $8K
Bessemer Group Inc. 0.00% Reduce -27.5% 190 $8K
Whipplewood Advisors, LLC 0.00% Add +1052.0% 1,993 $8K
Clearstead Advisors, LLC 0.00% Add +1.2% 168 $7K
Private Wealth Management Group, LLC 0.00% Reduce -17.6% 159 $7K
Huntington National Bank 0.00% No change 136 $6K
TD Waterhouse Canada Inc. 0.00% No change 136 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -22.2% 133 $6K
Farther Finance Advisors, LLC 0.00% Reduce -13.3% 124 $5K
Sandy Spring Bank 0.00% No change 120 $5K
JFS Wealth Advisors, LLC 0.00% Add +2.8% 110 $5K
Allworth Financial LP 0.00% No change 107 $5K
SVB Wealth LLC 0.00% New 97 $4K
Bell Investment Advisors, Inc 0.00% Reduce -1.0% 95 $4K
Horizon Investments, LLC 0.00% Reduce -3.4% 85 $4K
Farmers & Merchants Investments Inc. 0.00% Add +83.7% 79 $3K
Colonial Trust Co / SC 0.00% Reduce -83.7% 64 $3K
SouthState Bank Corp 0.00% New 59 $3K
IFP Advisors, Inc 0.00% Add +20.8% 58 $3K
Activest Wealth Management 0.00% New 50 $2K
Harbor Investment Advisory, LLC 0.00% No change 48 $2K
Kestra Investment Management, LLC 0.00% Reduce -92.0% 48 $2K
Avion Wealth 0.00% No change 49 $2K
Cornerstone Planning Group 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% No change 36 $2K
Prestige Wealth Management Group LLC 0.00% No change 30 $1K
Spire Wealth Management 0.00% Reduce -91.2% 30 $1K
SJS Investment Consulting Inc. 0.00% No change 29 $1K
Sierra Ocean, LLC 0.00% No change 28 $1K
NFSG Corp 0.00% No change 27 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.7% 25 $1K
Global Financial Private Client, LLC 0.00% Add +187.5% 23 $999
Rise Advisors, LLC 0.00% Reduce -94.6% 22 $967
Larson Financial Group LLC 0.00% Add +500.0% 18 $782
CVA Family Office, LLC 0.00% No change 16 $695
Hughes Financial Services, LLC 0.00% New 13 $564
SBI Securities Co., Ltd. 0.00% Reduce -94.3% 12 $521
Bogart Wealth, LLC 0.00% Reduce -64.5% 11 $478
Cromwell Holdings LLC 0.00% New 6 $261
Bay Harbor Wealth Management, LLC 0.00% New 5 $217
Rakuten Securities, Inc. 0.00% New 5 $217
Parkworth Wealth Management, Inc. 0.00% Reduce -97.4% 4 $174
HFM Investment Advisors, LLC 0.00% — 3 $131
PSI Advisors, LLC 0.00% No change 3 $130
Retirement Wealth Solutions LLC 0.00% No change 1 $47
MV Capital Management, Inc. 0.00% New 1 $44

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