Bank OZK Ownership | Who Owns Bank OZK?
Bank OZK Ownership Summary
Bank OZK is owned by 91.52% institutional investors, 0.01% insiders, and 8.47% retail investors. Vanguard group is the largest institutional shareholder, holding 10.42% of OZK shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.02% of its assets in Bank OZK shares.
OZK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank OZK | 91.52% | 0.01% | 8.47% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
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 | 245.07K | 3.71% | $10.91M |
| 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 |
| Principal financial group | 356.29K | 0.01% | -1.62M |
| Alliancebernstein | 298.67K | 0.00% | -1.21M |
| Qube research | - | - | -466.90K |
| Arrowstreet capital, limited partnership | 922.65K | 0.03% | -403.14K |
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 |
|---|---|
| Mendota financial group | -1.00 |
| Tfo-tdc | -5.00 |
| Financial gravity asset management | -7.00 |
| Sachetta | -13.00 |
| Ancora advisors | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 407 | 5.99% | 100,596,613 | -6.40% | 88 | 1.00% | 183 | 5.78% | 142 | -0.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.43M | 3.02% | 11.31K |
| Vanguard Total Stock Mkt Idx Inv | 3.37M | 2.97% | 2.50K |
| Vanguard Small Cap Index | 2.74M | 2.42% | 25.39K |
| Schwab US Dividend Equity ETF™ | 2.68M | 2.36% | 2.81K |
| SPDR® S&P Regional Banking ETF | 2.03M | 1.79% | 12.02K |
| Van Berkom Sm-Cap Eq | 1.97M | 1.74% | 1.97M |
| Avantis US Small Cap Value ETF | 1.84M | 1.62% | 1.04K |
| Vanguard Small Cap Value Index Inv | 1.82M | 1.61% | -16.68K |
| First Trust SMID Cp Rising Div Achv ETF | 1.81M | 1.60% | 3.84K |
| Wasatch Core Growth | 1.62M | 1.43% | -147.22K |
OZK Ownership FAQ
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