Bank OZK Ownership | Who Owns Bank OZK?

Overview Forecast RevenueFinancials Chart Transcripts

Bank OZK Ownership Summary

Bank OZK is owned by 35.10% institutional investors, 0.29% insiders, and 64.61% retail investors. Vanguard group is the largest institutional shareholder, holding 10.12% of OZK shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.03% of its assets in Bank OZK shares.

OZK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank OZK	35.10%	0.29%	64.61%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.50M	10.12%	$512.18M
Blackrock funding, inc. /de	10.36M	9.11%	$461.13M
Blackrock	9.99M	8.80%	$409.64M
Wasatch advisors lp	7.10M	6.25%	$316.28M
State street	6.62M	5.83%	$271.49M
Dimensional fund advisors lp	6.61M	5.82%	$294.42M
Charles schwab investment management	4.13M	3.63%	$183.91M
Wellington management group llp	2.99M	2.63%	$133.29M
First trust advisors lp	2.95M	2.59%	$131.16M
Aqr capital management	2.81M	2.47%	$125.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Weybosset research & management	245.07K	3.71%	$10.91M
Black maple capital management lp	144.40K	3.38%	$6.43M
Van berkom & associates	1.84M	2.44%	$82.05M
Fairholme capital management	643.40K	2.42%	$28.65M
Qsv equity investors	51.45K	2.20%	$2.29M
Giverny capital	1.21M	1.97%	$53.99M
Cabot wealth management	295.30K	1.67%	$13.15M
Wasatch advisors lp	7.10M	1.57%	$316.28M
Horrell capital management	106.88K	1.39%	$4.76M
Groesbeck investment management corp /nj/	19.76K	1.12%	$810.00K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.19M	0.01%	1.19M
Wasatch advisors lp	7.10M	1.57%	1.15M
First trust advisors lp	2.95M	0.12%	686.77K
Raymond james financial	316.12K	0.01%	316.12K
Aqr capital management	2.81M	0.16%	314.49K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	2.99M	0.02%	-1.23M
Arrowstreet capital, limited partnership	509.89K	0.02%	-604.58K
Cubist systematic strategies	42.35K	0.01%	-379.46K
Raymond james & associates	236.85K	0.01%	-378.63K
State street	6.62M	0.01%	-358.76K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.19M	0.01%	1.19M	$53.11M
Raymond james financial	316.12K	0.01%	316.12K	$14.08M
Neo ivy capital management	90.33K	0.73%	90.33K	$3.70M
Nomura	87.74K	0.01%	87.74K	$3.91M
Canada pension plan investment board	76.70K	0.00%	76.70K	$3.42M

Sold Out

Holder	Change
Mendota financial group	-1.00
Tfo-tdc	-5.00
Financial gravity asset management	-7.00
Claris advisors, llc / mo /	-8.00
Sachetta	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	218	-52.71%	39,896,611	-61.70%	35	0.42%	107	-51.14%	68	-58.79%
Sep 30, 2024	459	1.32%	104,017,023	3.84%	91	1.18%	219	-1.79%	163	3.16%
Jun 30, 2024	451	1.35%	100,155,878	1.30%	88	1.16%	221	4.25%	158	8.97%
Mar 31, 2024	445	0.91%	98,873,293	1.44%	87	1.18%	212	0.47%	145	-8.23%
Dec 31, 2023	441	8.35%	97,472,296	-3.11%	86	1.09%	211	15.30%	158	11.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.44M	3.03%	1.12K
Vanguard US Total Market Shares ETF	3.39M	2.98%	-189.43K
Vanguard Total Stock Mkt Idx Inv	3.38M	2.98%	1.61K
Schwab US Dividend Equity ETF™	2.91M	2.57%	2.28K
Vanguard Small Cap Index	2.75M	2.42%	2.25K
Wasatch Core Growth	2.17M	1.92%	553.61K
Avantis US Small Cap Value ETF	2.03M	1.78%	3.21K
Van Berkom Sm-Cap Eq	1.97M	1.74%	1.97M
Vanguard Small Cap Value Index Inv	1.81M	1.59%	-6.91K
Vanguard Institutional Extnd Mkt Idx Tr	1.60M	1.41%	6.92K

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 35.10%, followed by 0.29% insiders and 64.61% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 42.21%, which Bank OZK falls below.

Who owns the most shares of Bank OZK?

Bank OZK’s largest shareholders are Vanguard group (11.5M shares, 10.12%), Blackrock funding, inc. /de (10.36M shares, 9.11%), and Blackrock (9.99M shares, 8.80%). Together, they hold 28.03% of Bank OZK’s total shares outstanding.

Does Blackrock own Bank OZK?

Yes, BlackRock owns 8.80% of Bank OZK, totaling 9.99M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 409.64M$. In the last quarter, BlackRock increased its holdings by 21.71K shares, a 0.22% change.

Who is Bank OZK’s biggest shareholder by percentage of total assets invested?

Weybosset research & management is Bank OZK’s biggest shareholder by percentage of total assets invested, with 3.71% of its assets in 245.07K Bank OZK shares, valued at 10.91M$.

Who is the top mutual fund holder of Bank OZK shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Bank OZK shares, with 3.03% of its total shares outstanding invested in 3.44M Bank OZK shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools