OZK Bank OZK
Bank OZK (OZK) Institutional Ownership
What the institutions did with OZK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 6.7M | 27.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.5M | 14.2% |
| WASATCH ADVISORS LP | 3.3M | 13.5% |
| Van Berkom & Associates Inc. | 1.4M | 5.7% |
| Bank of New York Mellon Corp | 1.3M | 5.4% |
| Allspring Global Investments Holdings, LLC | 684.6K | 2.8% |
| ProShare Advisors LLC | 534.8K | 2.2% |
| LSV ASSET MANAGEMENT | 493.5K | 2.0% |
| LPL Financial LLC | 457.5K | 1.8% |
| Squarepoint Ops LLC | 411.5K | 1.7% |
| MACKENZIE FINANCIAL CORP | 319.2K | 1.3% |
| BARCLAYS PLC | 288.1K | 1.2% |
| CABOT WEALTH MANAGEMENT INC | 274.8K | 1.1% |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 240.0K | 1.0% |
| PRINCIPAL FINANCIAL GROUP INC | 233.6K | 0.9% |
| Fideuram Asset Management (Ireland) dac | 216.1K | 0.9% |
| CONGRESS ASSET MANAGEMENT CO | 212.0K | 0.9% |
| CITIGROUP INC | 198.6K | 0.8% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 176.5K | 0.7% |
| Vest Financial, LLC | 162.1K | 0.7% |
| Russell Investments Group, Ltd. | 142.5K | 0.6% |
| QV Investors Inc. | 140.0K | 0.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 116.9K | 0.5% |
| Retirement Systems of Alabama | 104.6K | 0.4% |
| Nitor Capital Management, LLC | 101.5K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WASATCH ADVISORS LP | Reduced | 4.7M | 3.3M | -1.4M |
| Squarepoint Ops LLC | Increased | 110.4K | 411.5K | +301.2K |
| CITIGROUP INC | Reduced | 458.5K | 198.6K | -259.9K |
| Ranger Investment Management, L.P. | Sold Out | 254.2K | 0 | -254.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 3.3M | 3.5M | +233.7K |
| Van Berkom & Associates Inc. | Reduced | 1.6M | 1.4M | -184.3K |
| Allspring Global Investments Holdings, LLC | Increased | 521.9K | 684.6K | +162.6K |
| Bank of New York Mellon Corp | Increased | 1.2M | 1.3M | +127.5K |
| Jefferies Financial Group Inc. | Sold Out | 79.2K | 0 | -79.2K |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | New | 0 | 79.0K | +79.0K |
| Ballast Asset Management, LP | Sold Out | 71.7K | 0 | -71.7K |
| Moody Aldrich Partners LLC | Sold Out | 69.6K | 0 | -69.6K |
| Achmea Investment Management B.V. | New | 0 | 65.1K | +65.1K |
| BARCLAYS PLC | Increased | 231.6K | 288.1K | +56.5K |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | 49.4K | 125 | -49.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 6.7M | 6.7M | +45.3K |
| Savant Capital, LLC | Increased | 11.3K | 52.0K | +40.8K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 174.7K | 212.0K | +37.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 59.2K | 28.8K | -30.4K |
| Nitor Capital Management, LLC | Increased | 72.1K | 101.5K | +29.4K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 29.2K | +29.2K |
| GREAT LAKES ADVISORS, LLC | Reduced | 63.5K | 35.1K | -28.4K |
| Fideuram Asset Management (Ireland) dac | Reduced | 240.8K | 216.1K | -24.6K |
| Oak Thistle LLC | Increased | 38.6K | 63.2K | +24.6K |
| HUSSMAN STRATEGIC ADVISORS, INC. | Reduced | 63.0K | 42.0K | -21.0K |
| B. Metzler seel. Sohn & Co. AG | Reduced | 79.9K | 59.5K | -20.3K |
| Burford Brothers, Inc. | Sold Out | 19.6K | 0 | -19.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 55.5K | 36.6K | -18.9K |
| Y-Intercept (Hong Kong) Ltd | Increased | 47.6K | 66.2K | +18.6K |
| CABOT WEALTH MANAGEMENT INC | Reduced | 289.3K | 274.8K | -14.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 190.9K | 176.5K | -14.4K |
| Fulcrum Asset Management LLP | Increased | 4.5K | 18.4K | +13.9K |
| Davis Investment Partners, LLC | Sold Out | 13.4K | 0 | -13.4K |
| Verdence Capital Advisors LLC | Sold Out | 12.4K | 0 | -12.4K |
| MQS Management LLC | New | 0 | 12.2K | +12.2K |
| ALPS ADVISORS INC | Sold Out | 11.5K | 0 | -11.5K |
| Illinois Municipal Retirement Fund | Reduced | 32.9K | 21.5K | -11.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 12.7K | 24.0K | +11.4K |
| Vest Financial, LLC | Increased | 151.1K | 162.1K | +11.0K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 85.8K | 96.6K | +10.9K |
| ProShare Advisors LLC | Reduced | 545.1K | 534.8K | -10.3K |
| BANK OF MONTREAL /CAN/ | Increased | 13.6K | 22.8K | +9.1K |
| Kestra Advisory Services, LLC | New | 0 | 9.0K | +9.0K |
| State of New Jersey Common Pension Fund D | Reduced | 41.7K | 34.3K | -7.4K |
| Integrated Advisors Network LLC | Sold Out | 6.5K | 0 | -6.5K |
| Creative Planning | Reduced | 70.6K | 64.3K | -6.3K |
| LPL Financial LLC | Increased | 451.4K | 457.5K | +6.1K |
| Crestwood Advisors Group, LLC | Increased | 6.2K | 12.1K | +5.9K |
| LSV ASSET MANAGEMENT | Reduced | 499.1K | 493.5K | -5.6K |
| Aaron Wealth Advisors LLC | New | 0 | 5.6K | +5.6K |
| State of Alaska, Department of Revenue | Reduced | 14.8K | 9.6K | -5.2K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 53.8K | 48.6K | -5.2K |
| BURNEY CO/ | Reduced | 13.5K | 8.4K | -5.1K |
| SYM FINANCIAL Corp | Sold Out | 4.9K | 0 | -4.9K |
| Larson Financial Group LLC | Increased | 3.4K | 8.2K | +4.8K |
| Wedmont Private Capital | Increased | 5.0K | 9.7K | +4.7K |
| DEUTSCHE BANK AG\ | Increased | 10.7K | 15.4K | +4.7K |
| Russell Investments Group, Ltd. | Increased | 137.9K | 142.5K | +4.6K |
| R Squared Ltd | Sold Out | 4.6K | 0 | -4.6K |
| CITIZENS FINANCIAL GROUP INC/RI | Sold Out | 4.4K | 0 | -4.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.