Who Owns Bank OZK Stock?
NASDAQ: OZKFinanceMajor BanksUSD
Market open · Delayed 15 min · as of Oct 9, 2:13 PM ET
Ownership breakdown
- Held by institutions
- 99.15%
- Institutions (% of float)
- 106.41%
- Held by insiders
- 6.83%
- Institutional holders
- 673
- Institutions 93.2%
- Insiders 6.8%
- Public and other 0.0%
Who owns Bank OZK stock?
Institutional investors own about 99.1% of Bank OZK's shares, spread across 673 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 6.83% of OZK.
The largest institutional holders are Blackrock Inc. (9.47%), Dimensional Fund Advisors LP (5.89%) and State Street Corporation (5.36%). Together, the top 10 institutions control 46.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their OZK positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OZK
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 10.74M | 9.47% | -1.8% |
| Dimensional Fund Advisors LP | 6.68M | 5.89% | +0.8% |
| State Street Corporation | 6.08M | 5.36% | -1.0% |
| Vanguard Portfolio Management LLC | 5.20M | 4.58% | -2.9% |
| Vanguard Capital Management LLC | 4.73M | 4.17% | +1.0% |
| Wasatch Advisors LP | 4.70M | 4.14% | -23.4% |
| Charles Schwab Investment Management, Inc. | 4.10M | 3.62% | +6.8% |
| American Century Companies Inc | 3.67M | 3.24% | +9.3% |
| Geode Capital Management, LLC | 3.28M | 2.89% | +3.4% |
| AQR Capital Management, LLC | 3.27M | 2.89% | +103.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OZK
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.43M | 3.02% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.38M | 2.98% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 3.30M | 2.91% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 2.48M | 2.18% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.44M | 2.15% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | 1.95M | 1.72% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.54M | 1.36% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.54M | 1.36% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.18M | 1.04% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | 1.06M | 0.94% |
Frequently asked questions
Who is the largest shareholder of Bank OZK?
Blackrock Inc. is the largest institutional shareholder of OZK, owning 9.47% of shares outstanding (10.74M shares) as of its latest 13F filing.
What percentage of Bank OZK is owned by institutions?
Institutions own about 99.1% of OZK shares and 106.4% of the public float.
How much of Bank OZK do insiders own?
Insiders, such as officers and directors, own about 6.83% of OZK shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.