Bank OZK Ownership | Who Owns Bank OZK?

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Bank OZK Ownership Summary

Bank OZK is owned by 88.20% institutional investors, 0.01% insiders, and 11.80% retail investors. Vanguard group is the largest institutional shareholder, holding 10.42% of OZK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in Bank OZK shares.

OZK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank OZK	88.20%	0.01%	11.80%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Regional Banks Stocks	49.28%	11.59%	39.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.83M	10.42%	$485.04M
Blackrock	9.99M	8.80%	$409.64M
Dimensional fund advisors lp	6.67M	5.87%	$273.47M
State street	6.62M	5.83%	$271.49M
Wasatch advisors lp	6.27M	5.52%	$257.11M
Charles schwab investment management	3.83M	3.37%	$156.98M
Wellington management group llp	3.18M	2.80%	$130.47M
Aqr capital management	2.37M	2.09%	$95.85M
Van berkom & associates	2.02M	1.78%	$82.99M
Jarislowsky, fraser	1.97M	1.74%	$80.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Weybosset research & management	247.64K	3.81%	$10.15M
Van berkom & associates	2.02M	2.48%	$82.99M
Giverny capital	1.19M	2.07%	$48.98M
Qsv equity investors	46.20K	1.98%	$1.89M
Fairholme capital management	548.55K	1.62%	$22.49M
Cabot wealth management	289.58K	1.56%	$11.87M
Horrell capital management	118.49K	1.41%	$4.86M
Wasatch advisors lp	6.27M	1.38%	$257.11M
Groesbeck investment management corp /nj/	19.76K	1.12%	$810.00K
Berkley w r	600.00K	1.04%	$24.60M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	2.37M	0.15%	1.77M
Norges bank	977.99K	0.01%	977.99K
Wellington management group llp	3.18M	0.02%	926.13K
Victory capital management	980.36K	0.04%	812.46K
Berkley w r	600.00K	1.04%	600.00K

Top Sellers

Holder	Shares	% Assets	Change
Fuller & thaler asset management	957.51K	0.17%	-2.55M
Copeland capital management	8.67K	0.01%	-1.69M
Principal financial group	356.29K	0.01%	-1.62M
Alliancebernstein	298.67K	0.00%	-1.21M
Qube research	-	-	-466.90K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	977.99K	0.01%	977.99K	$40.10M
Berkley w r	600.00K	1.04%	600.00K	$24.60M
Balyasny asset management	549.52K	0.04%	549.52K	$22.53M
F/m investments	199.14K	0.29%	199.14K	$8.16M
Corebridge financial	133.44K	0.03%	133.44K	$5.47M

Sold Out

Holder	Change
Advisornet financial	-4.00
Tfo-tdc	-5.00
Financial gravity asset management	-7.00
Truvestments capital	-129.00
Atlas capital advisors	-240.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	407	5.99%	100,596,613	-6.40%	88	1.00%	183	5.78%	142	-0.70%
Jun 30, 2023	384	-7.69%	107,478,934	2.51%	94	1.18%	173	-7.98%	143	-9.49%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.39M	2.99%	-189.43K
iShares Core S&P Mid-Cap ETF	3.32M	2.93%	1.79K
Vanguard Small Cap Index	2.70M	2.38%	-171.63K
Schwab US Dividend Equity ETF™	2.60M	2.29%	2.28K
Van Berkom Sm-Cap Eq	1.97M	1.74%	1.97M
SPDR® S&P Regional Banking ETF	1.91M	1.68%	9.31K
Vanguard Small Cap Value Index Inv	1.83M	1.61%	-98.73K
Avantis US Small Cap Value ETF	1.69M	1.49%	-
DFA US Small Cap Value I	1.64M	1.45%	50.34K
Wasatch Core Growth	1.62M	1.43%	-147.22K

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 88.20%, followed by 0.01% insiders and 11.79% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 49.28%, which Bank OZK exceeds.

Who owns the most shares of Bank OZK?

Bank OZK’s largest shareholders are Vanguard group (11.83M shares, 10.42%), Blackrock (9.99M shares, 8.80%), and Dimensional fund advisors lp (6.67M shares, 5.87%). Together, they hold 25.09% 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 3.81% of its assets in 247.64K Bank OZK shares, valued at 10.15M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Bank OZK shares, with 2.99% of its total shares outstanding invested in 3.39M Bank OZK shares.

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