Bank OZK (OZK) Institutional Ownership

$47.30
+0.03 (+0.06%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Bank OZK (NASDAQ:OZK)

Current
Institutional Ownership
Percentage
86.18%
Number of
Institutional Buyers
(last 12 months)
215
Total
Institutional Inflows
(last 12 months)
$460.24M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$306.72M
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OZK Institutional Buying and Selling by Quarter

Bank OZK Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024ProShare Advisors LLC611,593$27.80M0.1%-25.8%0.541%
5/8/2024Russell Investments Group Ltd.135,154$6.14M0.0%-0.6%0.119%
5/8/2024Headlands Technologies LLC9,189$418K0.1%N/A0.008%
5/7/2024Sei Investments Co.305,221$13.88M0.0%-6.8%0.270%
5/7/2024Oppenheimer Asset Management Inc.33,209$1.51M0.0%-41.4%0.029%
5/6/2024 Quantbot Technologies LP121,576$5.53M0.3%+98.4%0.107%
5/6/2024 LSV Asset Management472,140$21.46M0.0%+0.1%0.417%
5/6/2024 Envestnet Portfolio Solutions Inc.6,455$293K0.0%-10.7%0.006%
5/6/2024 Texas Permanent School Fund Corp92,084$4.19M0.0%+1.3%0.081%
5/3/2024 GSA Capital Partners LLP24,935$1.13M0.1%-5.2%0.022%
5/2/2024 Mutual of America Capital Management LLC62,691$2.85M0.0%-3.7%0.055%
5/1/2024 Capstone Investment Advisors LLC13,679$622K0.0%+24.8%0.012%
5/1/2024 Janney Montgomery Scott LLC12,255$557K0.0%+22.8%0.011%
5/1/2024 BNP Paribas Financial Markets61,181$2.78M0.0%+211.3%0.054%
5/1/2024 Mirae Asset Global Investments Co. Ltd.37,380$1.70M0.0%-2.6%0.033%
4/30/2024 Retirement Systems of Alabama132,125$6.01M0.0%-61.7%0.117%
4/30/2024 Norden Group LLC4,949$225K0.0%N/A0.004%
4/30/2024 Van ECK Associates Corp39,460$1.79M0.0%+36.5%0.035%
4/30/2024 HB Wealth Management LLC6,607$300K0.0%+3.9%0.006%
4/30/2024 Vest Financial LLC19,358$880K0.0%+309.6%0.017%
4/30/2024 Naples Global Advisors LLC16,150$734K0.1%+6.1%0.014%
4/29/2024 Principal Financial Group Inc.1,971,565$89.63M0.1%-4.1%1.742%
4/29/2024 Benjamin Edwards Inc.4,190$190K0.0%+40.5%0.004%
4/29/2024 Groesbeck Investment Management Corp NJ21,288$968K1.0%N/A0.019%
4/26/2024 Yousif Capital Management LLC47,751$2.17M0.0%-2.2%0.042%
4/26/2024 KG&L Capital Management LLC13,223$600K0.2%+91.6%0.012%
4/25/2024 New York State Teachers Retirement System138,018$6.27M0.0%+5.2%0.122%
4/25/2024 Horrell Capital Management Inc.117,734$5.35M1.5%+0.5%0.104%
4/23/2024 Rice Hall James & Associates LLC345,425$15.70M0.9%-4.0%0.305%
4/23/2024 Louisiana State Employees Retirement System30,300$1.38M0.0%+2.4%0.027%
4/23/2024 Amalgamated Bank72,539$3.30M0.0%-1.4%0.064%
4/23/2024 Nations Financial Group Inc. IA ADV9,778$445K0.0%N/A0.009%
4/23/2024 Gradient Investments LLC1,389$63K0.0%-25.1%0.001%
4/22/2024 Weybosset Research & Management LLC249,381$11.34M4.3%-3.0%0.220%
4/22/2024 Raymond James & Associates615,481$27.98M0.0%+26.3%0.544%
4/19/2024 Arcus Capital Partners LLC6,641$302K0.1%+23.0%0.006%
4/19/2024 Norden Group LLC4,949$225K0.0%N/A0.004%
4/19/2024 Redmont Wealth Advisors LLC17,759$807K1.1%+7.4%0.016%
4/18/2024 Wasatch Advisors LP6,483,029$294.72M1.5%-6.9%5.730%
4/18/2024 Naviter Wealth LLC51,457$2.34M0.4%+50.2%0.045%
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4/18/2024 State of Michigan Retirement System25,812$1.17M0.0%+2.4%0.023%
4/18/2024 Allspring Global Investments Holdings LLC198,917$9.04M0.0%+574.4%0.176%
4/18/2024 Hexagon Capital Partners LLC5,268$240K0.1%-19.7%0.005%
4/18/2024 Financial Partners Group LLC18,803$855K0.3%-5.2%0.017%
4/17/2024 Hennion & Walsh Asset Management Inc.14,693$668K0.0%+9.3%0.013%
4/16/2024 MCF Advisors LLC1,120$51K0.0%-23.5%0.001%
4/16/2024 Cardinal Capital Management39,392$1.79M0.3%+28.3%0.035%
4/16/2024 Arkansas Financial Group Inc.13,304$605K0.1%N/A0.012%
4/11/2024 Congress Asset Management Co. MA61,952$2.82M0.0%+1.2%0.055%
4/11/2024 BTC Capital Management Inc.21,945$998K0.1%N/A0.019%
4/9/2024 Alaska Permanent Fund Corp58,204$2.65M0.0%+1.4%0.051%
4/9/2024 Mather Group LLC.3,503$175K0.0%N/A0.003%
4/5/2024 GAMMA Investing LLC3,840$175K0.0%-13.2%0.003%
4/5/2024 Los Angeles Capital Management LLC11,028$501K0.0%-3.0%0.010%
3/25/2024Quadrature Capital Ltd8,193$408K0.0%N/A0.007%
3/11/2024Vanguard Group Inc.12,028,779$599.39M0.0%+4.4%10.631%
3/5/2024Wellington Management Group LLP1,897,696$94.56M0.0%+18.8%1.677%
3/1/2024Goldman Sachs Group Inc.359,814$17.93M0.0%+136.0%0.318%
2/28/2024American International Group Inc.142,134$7.08M0.0%-4.1%0.126%
2/26/2024 Integrated Advisors Network LLC78,800$3.93M0.2%N/A0.070%
2/26/2024Teachers Retirement System of The State of Kentucky36,638$1.83M0.0%-4.4%0.032%
2/26/2024Neo Ivy Capital Management4,272$213K0.5%-88.0%0.004%
2/14/2024Caxton Associates LP33,409$1.67M0.1%+32.1%0.030%
2/14/2024 Wasatch Advisors LP6,963,461$346.99M1.9%-3.9%6.154%
2/14/2024Neuberger Berman Group LLC30,152$1.50M0.0%-18.8%0.027%
2/14/2024Capital Fund Management S.A.133,776$6.67M0.0%+94.3%0.118%
2/14/2024Personal CFO Solutions LLC8,465$422K0.1%+4.0%0.007%
2/14/2024Prudential PLC52,644$2.62M0.0%-52.6%0.047%
2/13/2024Epoch Investment Partners Inc.213,205$10.62M0.0%N/A0.188%
2/13/2024Stephens Inc. AR83,756$4.17M0.1%-2.3%0.074%
2/13/2024Pinebridge Investments L.P.188,600$9.40M0.1%+77.3%0.167%
2/13/2024American International Group Inc.142,134$7.08M0.0%-4.1%0.126%
2/13/2024First Trust Advisors LP1,279,876$63.78M0.1%+4.2%1.131%
2/13/2024Rafferty Asset Management LLC197,850$9.86M0.0%-2.3%0.175%
2/13/2024Campbell & CO Investment Adviser LLC20,707$1.03M0.1%+43.3%0.018%
2/13/2024California State Teachers Retirement System115,356$5.75M0.0%-4.2%0.102%
2/12/2024 Financial Partners Group LLC19,824$988K0.4%+2.0%0.018%
2/12/2024Bank of Nova Scotia50,904$2.53M0.0%-8.6%0.045%
2/12/2024Evoke Wealth LLC89,955$4.48M0.1%+1,554.5%0.080%
2/12/2024 Capstone Investment Advisors LLC10,961$546K0.0%N/A0.010%
2/12/2024TFO Wealth Partners LLC4,474$223K0.0%+89,380.0%0.004%
2/12/2024Treasurer of the State of North Carolina48,757$2.43M0.0%-38.0%0.043%
2/12/2024Olympiad Research LP7,985$398K0.3%-19.1%0.007%
2/12/2024 Meridian Management Co.6,700$334K0.1%N/A0.006%
2/12/2024 Phillips Wealth Planners LLC4,390$201K0.2%N/A0.004%
2/12/2024JARISLOWSKY FRASER Ltd1,607,445$80.10M0.5%-6.8%1.421%
2/12/2024Hsbc Holdings PLC32,997$1.66M0.0%-0.8%0.029%
2/9/2024Neuberger Berman Group LLC30,152$1.50M0.0%-18.8%0.027%
2/9/2024Orion Portfolio Solutions LLC13,386$657K0.0%-2.2%0.012%
2/9/2024TCW Group Inc.257,777$12.85M0.1%-15.1%0.228%
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2/9/2024 Commerce Bank21,852$1.09M0.0%+70.9%0.019%
2/9/2024BlackDiamond Wealth Management LLC12,808$638K0.5%+5.2%0.011%
2/9/2024Ontario Teachers Pension Plan Board19,991$996K0.0%-27.7%0.018%
2/9/2024Giverny Capital Inc.238,771$11.90M0.6%+1.2%0.211%
2/9/2024Franklin Resources Inc.73,041$3.64M0.0%-37.1%0.065%
2/9/2024Newport Trust Company LLC1,151,528$57.38M0.2%-4.8%1.018%
2/9/2024Quest Partners LLC30,175$1.50M0.3%N/A0.027%
2/9/2024Trexquant Investment LP36,480$1.82M0.0%N/A0.032%
2/9/2024Clearbridge Investments LLC509,581$25.39M0.0%+0.6%0.450%
2/9/2024Wells Fargo & Company MN306,082$15.25M0.0%-3.8%0.271%
(Data available from 1/1/2016 forward)

OZK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OZK shares?

During the previous two years, 389 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were Vanguard Group Inc. ($599.39M), State Street Corp ($459.82M), BlackRock Inc. ($405.07M), Dimensional Fund Advisors LP ($333.33M), Wasatch Advisors LP ($294.72M), Fuller & Thaler Asset Management Inc. ($211.61M), and Charles Schwab Investment Management Inc. ($148.68M).Learn more on OZK's institutional investors.

What percentage of Bank OZK stock is owned by institutional investors?

86.18% of Bank OZK stock is owned by institutional investors. Learn more on OZK's institutional investor holdings.

Which institutional investors have been buying Bank OZK stock?

Of the 320 institutional investors that purchased Bank OZK stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($1.54M), Norges Bank ($1.13M), Jupiter Asset Management Ltd. ($1.09M), Wedge Capital Management L L P NC ($928.57K), Dimensional Fund Advisors LP ($544.17K), Vanguard Group Inc. ($502.01K), and Great Lakes Advisors LLC ($467.92K).

How much institutional buying is happening at Bank OZK?

Institutional investors have bought a total of 19,234,683 shares in the last 24 months. This purchase volume represents approximately $782.13M in transactions.

Which Bank OZK major shareholders have been selling company stock?

Of the 218 institutional investors that sold Bank OZK stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diamond Hill Capital Management Inc. ($1.85M), Wasatch Advisors LP ($1.36M), FMR LLC ($761.88K), JARISLOWSKY FRASER Ltd ($607.17K), Epoch Investment Partners Inc. ($575.61K), Van Berkom & Associates Inc. ($404.63K), and Bank of Nova Scotia ($315.09K).

How much institutional selling is happening at Bank OZK?

Institutional investors have sold a total of 14,183,895 shares in the last 24 months. This volume of shares sold represents approximately $572.54M in transactions.


This page (NASDAQ:OZK) was last updated on 5/9/2024 by MarketBeat.com Staff

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