13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
OZK

Bank Ozk

523 institutions still hold Bank Ozk as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06417n103·523 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.3%
vs prior quarter
13F value held
$3.1B
74.0% inst. owned
of float
Holders
523
+109 QoQ
filers reporting
Activity
+46 / −49
+827 added · −806 reduced
this quarter
Concentration
15.95%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

523 institutions reported OZK in Q1 2026. BlackRock, Inc. leads at 16.0% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$502M10.9M0.01%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$304M6.6M0.06%Q1 202603
STATE STREET CORP
CIK 0000093751
$282M6.1M0.01%Q1 202604
WASATCH ADVISORS LP
CIK 0000814133
$281M6.1M1.87%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$246M5.4M0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$215M4.7M0.01%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$176M3.8M0.03%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$155M3.2M0.01%Q1 202609
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$154M3.4M0.08%Q1 202610
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$139M3.0M0.10%Q1 202611
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$106M2.3M0.19%Q1 202612
JARISLOWSKY, FRASER Ltd
CIK 0001123778
$85M1.7M0.46%Q3 202513
1832 Asset Management L.P.
CIK 0000944388
$75M1.6M0.07%Q1 202614
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$73M1.6M0.03%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$71M1.6M0.01%Q4 202516
D. E. Shaw & Co., Inc.
CIK 0001009207
$64M1.4M0.04%Q4 202517
MORGAN STANLEY
CIK 0000895421
$63M1.4M0.00%Q1 202618
Giverny Capital Inc.
CIK 0001641864
$56M1.2M2.07%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$52M1.1M0.01%Q1 202620
Invesco Ltd.
CIK 0000914208
$45M983K0.01%Q1 2026
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