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OZK in the 13F filings

Bank Ozk Little Rock ARK · CUSIP 06417N103

Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
14 Aug 2024
latest of these filings; the earliest 9 Aug 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 5 listed it in both
Shares listed
7,964,287
combined, among listed positions
Reported value
$325m
combined, at the quarter end

Among the 94 comparable managers: 6 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing OZK in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Wellington Management Group LLP3,182,254$130munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC2,371,892$96m0.15%Added+1,765,97414 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP922,646$38munder 0.1%Trimmed-403,13714 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP612,804$25m0.06%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC432,087$18m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP188,867$7.7m0.37%Added+67,2919 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC153,980$6.3munder 0.1%Trimmed-27,31614 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP58,787$2.4munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Caxton Associates LLP40,970$1.7m0.06%Trimmed-3,72014 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

05101520192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OZK by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20185$315mn.a.n.a.
Q4 20186$234mn.a.n.a.
Q1 20193$275mn.a.n.a.
Q2 20194$140mn.a.n.a.
Q3 20195$119mn.a.n.a.
Q4 20194$130mn.a.n.a.
Q1 20201$59mn.a.n.a.
Q2 20202$1.3mn.a.n.a.
Q3 20202$2.8mn.a.n.a.
Q4 20202$7.7mn.a.n.a.
Q1 20214$12mn.a.n.a.
Q2 20212$31mn.a.n.a.
Q3 20214$34mn.a.n.a.
Q4 20213$21mn.a.n.a.
Q1 20222$7.5mn.a.n.a.
Q2 20224$56mn.a.n.a.
Q3 20224$59mn.a.n.a.
Q4 20225$27mn.a.n.a.
Q1 20234$34mn.a.n.a.
Q2 20233$80mn.a.n.a.
Q3 20236$95mn.a.n.a.
Q4 20237$115m43
Q1 20247$110m52
Q2 20249$325m64
Q3 202413$570m130
Q4 20249$403m18
Q1 20259$302m54
Q2 202512$504m58
Q3 202510$293m64
Q4 20259$126m1817
Q1 202610$147m1914
Q2 202612$407m1715

Compare with…

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own OZK, latest filings →Back to the 13F Explorer →