Bank OZK Ownership | Who Owns Bank OZK?

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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. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% 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	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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
Ancora advisors	-25.00
Signature resources capital management	-64.00

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
Vanguard Total Stock Mkt Idx Inv	3.38M	2.98%	-9.56K
iShares Core S&P Mid-Cap ETF	3.32M	2.93%	1.79K
Vanguard Small Cap Index	2.70M	2.38%	5.30K
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%	-626.00
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

OZK Ownership FAQ

Who Owns Bank OZK?

Bank OZK shareholders are primarily institutional investors at 91.52%, followed by 0.01% insiders and 8.47% retail investors. The average institutional ownership in Bank OZK's industry, Regional Banks Stocks, is 51.67%, 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 2.98% of its total shares outstanding invested in 3.38M Bank OZK shares.

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