OZK Institutional Ownership
Who owns Bank OZK and what the big funds did with it last quarter, from every SEC 13F filing. 530 funds reported holding OZK at Jun 30, 2026.
- ▲266 buying vs 223 selling
- ●Shares held by funds -0.2%
- ▲Funds holding +25
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 530 | 505 | +5.0% |
| In funds' top 10 | 6 | 5 | +20.0% |
| 13F shares | 104M | 105M | −0.2% |
| Held by funds | – | – | – |
| New positions | 78 | 57 | +36.8% |
| Increased | 188 | 188 | 0.0% |
| Reduced | 172 | 177 | −2.8% |
| Sold out | 51 | 66 | −22.7% |
| Calls (shares) | 148K | 86K | +71.8% |
| Puts (shares) | 58K | 90K | −36.1% |
| Put/call ratio | 0.39 | 1.08 | −64.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in OZK
All superinvestors →
Who owns OZK
share of fund held shares- Index and passive funds45.4%
- Active managers and hedge funds43.2%
- Banks and brokers7.9%
- Pensions, insurers and other3.6%
The top 10 holders own 50.2% of all OZK shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
148 funds changed their position- Wasatch Advisors LPTrimmed−1.4M sh
- Fideuram - Intesa Sanpaolo Private Banking S.p.a.New+79K sh
- Moody Aldrich Partners LLCSold out−70K sh
- Achmea Investment Management B.V.New+65K sh
- Congress Asset Management CoAdded+37K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 10.7M | $559M | −197K |
| 2 | Dimensional Fund Advisors LP | – | 6.7M | $348M | +55K |
| 3 | State Street Corp | – | 6.1M | $317M | −62K |
| 4 | Vanguard Portfolio Management LLC | – | 5.2M | $271M | −156K |
| 5 | Vanguard Capital Management LLC | – | 4.7M | $247M | +48K |
| 6 | Wasatch Advisors LP | – | 4.7M | $245M | −1.4M |
| 7 | Charles Schwab Investment Management Inc | – | 4.1M | $214M | +260K |
| 8 | American Century Companies Inc | – | 3.7M | $191M | +313K |
| 9 | Geode Capital Management, LLC | – | 3.3M | $184M | +108K |
| 10 | AQR Capital Management LLC | – | 3.3M | $170M | +1.7M |
- AQR Capital Management LLC+1.7M sh+$86.2M
- Norges Bank+1.6M sh+$81.8M
- Goldman Sachs Group Inc+640K sh+$33.3M
- Two Sigma Investments, LP+448K sh+$23.3M
- Quantinno Capital Management LP+398K sh+$20.7M
- American Century Companies Inc+313K sh+$16.3M
- Arrowstreet Capital, Limited Partnership+273K sh+$14.2M
- Hrt Financial LP+271K sh+$14.1M
- Van Berkom & Associates Inc.−1.8M sh−$96.1M
- 1832 Asset Management L.P.−1.6M sh−$84.2M
- Wasatch Advisors LP−1.4M sh−$74.5M
- Citadel Advisors LLC−713K sh−$37.1M
- Morgan Stanley−252K sh−$13.1M
- Wellington Management Group LLP−251K sh−$13.1M
- Mackenzie Financial Corp−246K sh−$12.8M
- BlackRock, Inc.−197K sh−$10.3M
OZK institutional ownership FAQ
Who owns the most OZK stock?
In Q2 2026 13F filings the largest holder of OZK was BlackRock, Inc., followed by Dimensional Fund Advisors LP and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of OZK is owned by institutions?
530 funds reported holding 104M OZK shares at Jun 30, 2026.
Are hedge funds buying OZK?
In Q2 2026, 266 funds bought OZK (78 of them new positions) and 223 sold (51 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for OZK is bullish.
What is OZK's institutional put/call ratio?
Funds reported $3M of OZK puts against $7.7M of calls, a put/call ratio of 0.39 (1.08 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this OZK ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.