Industry n/a · SIC —

Bank OZK

OZK

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Latest net income

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Net margin

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Price · 5Y

+6.9% / yr 12.8 pts / yr vs S&P 500 30.4% total
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ActaClear Score

Not enough peer data in this industry to rank yet. The score will appear once we have at least a handful of comparable companies on the same page.

5-year trend

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About OZK

Business description and risk factors will appear here once OZK's latest filing is fully ingested.

Earnings tracker

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Industry trend

Industry · SIC

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Insider activity

No insider transactions on file for OZK in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns OZK

Institutional value

$2.47B

Total shares held

56.9M

Distinct holders

328

-11 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.10.9M$501.9M+829.3K (+8.2%)Added
2DIMENSIONAL FUND ADVISORS LP6.6M$304.0M+38.6K (+0.6%)Added
3WASATCH ADVISORS LP6.1M$281.1M-818.9K (-11.8%)Trimmed
4VANGUARD PORTFOLIO MANAGEMENT LLC5.4M$245.7MNew
5VANGUARD CAPITAL MANAGEMENT LLC4.7M$215.0MNew
6FIRST TRUST ADVISORS LP3.0M$139.3M+134.5K (+4.6%)Added
7Bank of New York Mellon Corp1.1M$52.2M-35.3K (-3.0%)Trimmed
8Invesco Ltd.983.1K$45.1M+332.0K (+51.0%)Added
9KENNEDY CAPITAL MANAGEMENT LLC677.3K$31.1M-63.2K (-8.5%)Trimmed
10VANGUARD FIDUCIARY TRUST CO646.7K$29.7MNew
11SEI INVESTMENTS CO609.7K$28.0M+4.6K (+0.8%)Added
12MACKENZIE FINANCIAL CORP568.8K$26.1M-357.2K (-38.6%)Trimmed
13ProShare Advisors LLC537.8K$24.7M-185.3K (-25.6%)Trimmed
14UBS Group AG456.1K$20.9MNew
15LPL Financial LLC447.3K$20.5M+36.5K (+8.9%)Added
16Allspring Global Investments Holdings, LLC385.7K$17.8MNew
17RHUMBLINE ADVISERS325.5K$14.9M+1.7K (+0.5%)Added
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC309.9K$14.2M+10.7K (+3.6%)Added
19FRANKLIN RESOURCES INC299.3K$13.7M+173.6K (+138.1%)Added
20JPMORGAN CHASE & CO304.2K$13.6M-47.9K (-13.6%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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