Bank OZK Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 11.33 M | $492.47 M | -1.46% | 9.96% |
BLACKROCK, INC. | 05/02/2025 | 10.06 M | $436.90 M | -2.90% | 8.84% |
WASATCH ADVISORS LP | 05/15/2025 | 7.23 M | $314.07 M | 1.77% | 6.35% |
STATE STREET CORP | 05/15/2025 | 6.59 M | $286.33 M | -12.03% | 5.79% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 6.50 M | $282.62 M | -1.62% | 5.72% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 4.35 M | $189.02 M | 5.33% | 3.82% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 2.81 M | $120.90 M | -0.22% | 2.46% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 2.78 M | $120.84 M | -5.58% | 2.44% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 2.41 M | $104.51 M | 10.49% | 2.11% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 2.21 M | $95.82 M | -26.32% | 1.94% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 2.05 M | $89.21 M | 0.69% | 1.80% |
VAN BERKOM & ASSOCIATES INC. | 05/07/2025 | 1.83 M | $79.46 M | -0.75% | 1.61% |
CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 1.81 M | $78.58 M | 1.25% | 1.59% |
JARISLOWSKY, FRASER LTD | 05/12/2025 | 1.80 M | $78.18 M | -2.99% | 1.58% |
D. E. SHAW & CO., INC. | 05/15/2025 | 1.67 M | $72.78 M | 51.60% | 1.47% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.34 M | $58.18 M | -8.54% | 1.18% |
SENVEST MANAGEMENT, LLC | 05/14/2025 | 1.27 M | $55.22 M | 98.87% | 1.12% |
GIVERNY CAPITAL INC. | 05/13/2025 | 1.21 M | $52.55 M | -0.24% | 1.06% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.13 M | $48.99 M | 2.13% | 0.99% |
MORGAN STANLEY | 05/15/2025 | 1.11 M | $48.01 M | -23.71% | 0.97% |
NORTHERN TRUST CORP | 05/13/2025 | 993.66 K | $43.17 M | -2.18% | 0.87% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 915.60 K | $39.78 M | -4.82% | 0.80% |
KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 780.67 K | $33.92 M | 53.68% | 0.69% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 744.00 K | $32.33 M | 1.12% | 0.65% |
CITADEL ADVISORS LLC | 05/15/2025 | 738.90 K | $32.11 M | 20.50% | 0.65% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 668.84 K | $29.06 M | 0.34% | 0.59% |
NEWPORT TRUST CO | 05/14/2025 | 656.99 K | $28.55 M | 0.64% | 0.58% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 644.40 K | $28.00 M | 18.65% | 0.57% |
CITADEL ADVISORS LLC | 05/15/2025 | 639.53 K | $27.79 M | -36.09% | 0.56% |
FAIRHOLME CAPITAL MANAGEMENT LLC | 05/15/2025 | 631.60 K | $27.44 M | -1.83% | 0.56% |
TWIN TREE MANAGEMENT, LP | 05/15/2025 | 607.20 K | $26.38 M | 143.95% | 0.53% |
DIAMOND HILL CAPITAL MANAGEMENT INC | 05/06/2025 | 600.86 K | $26.11 M | -10.19% | 0.53% |
PROSHARE ADVISORS LLC | 05/08/2025 | 600.43 K | $26.09 M | -20.35% | 0.53% |
BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 580.70 K | $25.23 M | -20.38% | 0.51% |
SEI INVESTMENTS CO | 05/14/2025 | 572.21 K | $24.86 M | 7.32% | 0.50% |
INVESCO LTD. | 05/12/2025 | 558.92 K | $24.28 M | -2.56% | 0.49% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 502.78 K | $21.85 M | 187.25% | 0.44% |
BERKLEY W R CORP | 05/15/2025 | 500.80 K | $21.76 M | 0.00% | 0.44% |
FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 487.99 K | $21.20 M | 0.32% | 0.43% |
LSV ASSET MANAGEMENT | 05/09/2025 | 474.45 K | $20.62 M | -5.23% | 0.42% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 441.96 K | $19.20 M | -13.32% | 0.39% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 425.05 K | $18.47 M | -17.96% | 0.37% |
JANE STREET GROUP, LLC | 05/19/2025 | 410.41 K | $17.83 M | 31.03% | 0.36% |
MARSHALL WACE, LLP | 05/15/2025 | 404.49 K | $17.58 M | 2,265.32% | 0.36% |
LPL FINANCIAL LLC | 05/07/2025 | 387.49 K | $16.84 M | 6.98% | 0.34% |
UBS GROUP AG | 05/13/2025 | 378.04 K | $16.43 M | 7.13% | 0.33% |
AMUNDI | 05/15/2025 | 368.46 K | $14.33 M | 134.86% | 0.32% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 349.75 K | $15.20 M | 8.26% | 0.31% |
QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 346.87 K | $15.07 M | 104.75% | 0.30% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 343.07 K | $14.91 M | 8.52% | 0.30% |
Bank OZK institutional Ownership - FAQ's
During the previous two years, 553 institutional investors and hedge funds held shares of Bank OZK. The most heavily invested institutionals were:
MATHER GROUP, LLC.: 0
Global Financial Private Client, LLC: 0
VANGUARD GROUP INC: 11.33 M
BlackRock, Inc.: 10.06 M
WASATCH ADVISORS LP: 7.23 M
STATE STREET CORP: 6.59 M
92.17% of Bank OZK stock is owned by institutional investors.
Institutional investors have bought a total of 116.60 M shares in the last 24 months. This purchase volume represents approximately $6.07 B in transactions.