462 tracked 13F filers disclose a position in OZK as of the latest SEC 13F filings, a combined $4.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $501.9M | 10.9M | ▲+8.2% Added · +829K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $304.0M | 6.6M | ▲+0.6% Added · +39K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $316.5M | 6.1M | ▼−1.0% Reduced · −62K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $245.7M | 5.4M | →First observed position No prior filed position | Q1 2026 | |
| 5 | WASATCH ADVISORS LP | $244.6M | 4.7M | ▼−23% Reduced · −1.4M sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $215.0M | 4.7M | →First observed position No prior filed position | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $176.4M | 3.8M | ▼−16% Reduced · −710K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $154.2M | 3.4M | ▲+10% Added · +310K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $184.0M | 3.3M | ▲+3.4% Added · +108K sh | Q2 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $139.3M | 3.0M | ▲+4.6% Added · +134K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $73.3M | 1.6M | ▲+1.7% Added · +27K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $63.0M | 1.4M | ▼−6.5% Reduced · −96K sh | Q1 2026 | |
| 13 | NORGES BANK | $59.8M | 1.3M | ▼−11% Reduced · −166K sh | Q4 2025 | |
| 14 | Giverny Capital Inc. | $62.4M | 1.2M | —Held | Q3 2026 | |
| 15 | CITADEL ADVISORS LLC | $53.0M | 1.2M | ▼−8.9% Reduced · −113K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $52.2M | 1.1M | ▼−3.0% Reduced · −35K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | $47.3M | 1.0M | ▼−25% Reduced · −347K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $43.9M | 956K | ▲+1.8% Added · +17K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $42.9M | 936K | ▲+116% Added · +502K sh | Q1 2026 | |
| 20 | Quantinno Capital Management LP | $42.7M | 930K | ▲+42% Added · +274K sh | Q1 2026 | |
| 21 | FAIRHOLME CAPITAL MANAGEMENT LLC | $42.3M | 921K | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $42.2M | 919K | ▲+5.5% Added · +48K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $41.7M | 910K | ▼−16% Reduced · −169K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $40.5M | 883K | ▲+143% Added · +520K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $35.5M | 774K | ▲+33% Added · +192K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in OZK and 26 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 273 funds | $241.0B |
| NVIDIA CORPNVDA | 269 funds | $346.9B |
| AMAZON.COM INCAMZN | 267 funds | $182.2B |
| APPLE INCAAPL | 262 funds | $263.3B |
| META PLATFORMS INC-CLASS AMETA | 261 funds | $99.5B |
| ELI LILLY & COLLY | 261 funds | $68.1B |
| JPMORGAN CHASE & COJPM | 259 funds | $54.2B |
| ALPHABET INC-CL AGOOGL | 257 funds | $144.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 253 funds | $33.9B |
| CHEVRON CORPCVX | 253 funds | $27.5B |
| BROADCOM INCAVGO | 250 funds | $141.4B |
| JOHNSON & JOHNSONJNJ | 250 funds | $40.3B |
Ranked by how many of OZK's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| OZKthis pagecs | 462 funds | $4.4B |
| 06417N202Pref | 1 funds | $320K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OZK
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OZK/capital-change-brief"
Use Arkolith's capital_change_brief for OZK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OZK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.