Security record · archived quarter
OZK
Bank OZK · Financial Services · Banks - Regional
129Tracked holders
0Δ holders
73.55MShares held
$3.38BReported value
+4New positions
−5Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.3% · net new positions -0.8% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 83.03K | $3.27M | n/a | −1 |
| Q2 2026 | 124 | -1 | 76.20M | $3.98B | +6 | −8 |
| Q1 2026 | 129 | 0 | 73.55M | $3.38B | +4 | −5 |
| Q4 2025 | 130 | 0 | 79.62M | $3.66B | +1 | n/a |
| Q3 2025 | 21 | +1 | 41.74M | $2.13B | +1 | −1 |
| Q2 2025 | 18 | 0 | 43.12M | $2.03B | n/a | n/a |
| Q1 2025 | 15 | 0 | 20.63M | $895.24M | n/a | n/a |
| Q4 2024 | 15 | +1 | 21.23M | $945.22M | +1 | n/a |
| Q3 2024 | 13 | 0 | 15.32M | $656.73M | n/a | n/a |
| Q2 2024 | 13 | n/a | 13.13M | $536.81M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 6.63M | +0.6% | $304.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (passive) | 6.14M | -6.4% | $281.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | American Century Companies Inc | 3.36M | +10.2% | $154.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Northern Trust Corp | 955.90K | +1.8% | $43.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Bank Of America Corp /De/ | 774.25K | +33.0% | $35.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Sei Investments Co | 609.69K | +0.8% | $27.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 332.25K | -5.8% | $15.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | UBS AM, a distinct business unit of… | 309.93K | +3.6% | $14.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 9 | Franklin Resources Inc | 299.31K | +138.1% | $13.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | JPMorgan Chase ✦ | 304.21K | -13.6% | $13.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Citigroup Inc | 250.84K | -67.4% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Barclays Plc | 246.42K | -8.5% | $11.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Legal & General Group Plc | 139.55K | -9.6% | $6.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 124.25K | -4.0% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Wells Fargo & Company/Mn | 102.31K | -6.9% | $4.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | T. Rowe Price ✦ | 95.09K | +6.8% | $4.36M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | FIL Ltd | 69.98K | New | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 64.50K | -9.2% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | New York State Common Retirement… | 48.71K | 0.0% | $2.24M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 33.63K | +2971.0% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 23.59K | +4.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 21.09K | +6.5% | $968,028 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Mercer Global Advisors Inc /Adv | 20.82K | +63.1% | $955,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | First Manhattan Co. Llc. | 20.42K | 0.0% | $937,120 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 15.54K | +34.6% | $713,082 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 26 | Jones Financial Companies Lllp | 15.43K | +244.4% | $687,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Nova Scotia | 13.14K | -50.0% | $603,220 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | State Of Wisconsin Investment Board | 10.41K | -61.8% | $477,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 7.03K | -17.3% | $322,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 5.45K | -16.2% | $250,125 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 31 | Us Bancorp \De\ | 3.78K | -20.9% | $173,417 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Danske Bank A/S | 100 | -85.7% | $4,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| FIL Ltd | $3.21M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 495 holders, 102.37M shares, $4.52B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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