Institutional Ownership
Vanguard Group Inc is the biggest individual institutional holder of Bank Ozk (OZK), owning a total of 12 million shares. Combined, the top 30 institutional holders of OZK own 73.65% of the company with a total of 83.4 million shares.
In the latest ownership report on December 31st 2023, the top 30 institutional holders decreased their combined ownership of OZK by 1.9 million shares. 5 institutions bought 939,265 total additional shares and increased their ownership by an average of 6.69%. However 15 institutions sold 2,875,385 total shares and decreased their ownership by an average of 6.57%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Bank Ozk decreased by a net total of -1,936,120 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10.640% | 4.355% | 12,028,779 | 502,005 | 2023-12-31 |
| BlackRock Inc | 8.733% | -0.096% | 9,872,783 | -9,511 | 2023-12-31 |
| Wasatch Advisors Inc. | 6.160% | -3.915% | 6,963,461 | -283,759 | 2023-12-31 |
| State Street Corporation | 6.002% | -5.480% | 6,784,636 | -393,376 | 2023-12-31 |
| Dimensional Fund Advisors, Inc. | 5.917% | -2.115% | 6,689,133 | -144,528 | 2023-12-31 |
| Fuller & Thaler Asset Management Inc | 4.320% | -14.449% | 4,883,560 | -824,770 | 2023-12-31 |
| Charles Schwab Investment Management Inc | 2.639% | -0.371% | 2,983,711 | -11,110 | 2023-12-31 |
| Principal Financial Group Inc | 1.818% | -2.284% | 2,055,153 | -48,040 | 2023-12-31 |
| Wellington Management Company LLP | 1.679% | 18.779% | 1,897,696 | 300,025 | 2023-12-31 |
| Van Berkom and Associates Inc | 1.661% | -7.584% | 1,877,455 | -154,063 | 2023-12-31 |
| Geode Capital Management, LLC | 1.556% | 3.067% | 1,758,524 | 52,324 | 2023-12-31 |
| Copeland Capital Management, LLC | 1.466% | -10.822% | 1,657,353 | -201,115 | 2023-12-31 |
| Jarislowsky Fraser Ltd | 1.422% | -6.843% | 1,607,445 | -118,071 | 2023-12-31 |
| Arrowstreet Capital Limited Partnership | 1.325% | -19.541% | 1,498,302 | -363,899 | 2023-12-31 |
| Bank of New York Mellon Corp | 1.203% | -4.776% | 1,360,362 | -68,223 | 2023-12-31 |
| First Trust Advisors L.P. | 1.132% | 4.182% | 1,279,876 | 51,379 | 2023-12-31 |
| Newport Trust Co. | 1.019% | -4.840% | 1,151,528 | -58,574 | 2023-12-31 |
| Diamond Hill Capital Management Inc | 1.008% | -12.028% | 1,139,774 | -155,839 | 2023-12-31 |
| NORGES BANK | 0.999% | -3.462% | 1,129,694 | -40,507 | 2023-12-31 |
| Jupiter Asset Management Limited | 0.990% | 3.090% | 1,118,900 | 33,532 | 2023-12-31 |
Top Institutions
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10.640% | 4.355% | 12,028,779 | 502,005 | 2023-12-31 |
| BlackRock Inc | 8.733% | -0.096% | 9,872,783 | -9,511 | 2023-12-31 |
| Wasatch Advisors Inc. | 6.160% | -3.915% | 6,963,461 | -283,759 | 2023-12-31 |
| State Street Corporation | 6.002% | -5.480% | 6,784,636 | -393,376 | 2023-12-31 |
| Dimensional Fund Advisors, Inc. | 5.917% | -2.115% | 6,689,133 | -144,528 | 2023-12-31 |
| Fuller & Thaler Asset Management Inc | 4.320% | -14.449% | 4,883,560 | -824,770 | 2023-12-31 |
| Goldman Sachs Group Inc | 3.813% | 1,508.360% | 4,313,676 | 4,045,472 | 2023-06-30 |
| Charles Schwab Investment Management Inc | 2.639% | -0.371% | 2,983,711 | -11,110 | 2023-12-31 |
| Principal Financial Group Inc | 1.818% | -2.284% | 2,055,153 | -48,040 | 2023-12-31 |
| Wellington Management Company LLP | 1.679% | 18.779% | 1,897,696 | 300,025 | 2023-12-31 |
| Van Berkom and Associates Inc | 1.661% | -7.584% | 1,877,455 | -154,063 | 2023-12-31 |
| Geode Capital Management, LLC | 1.556% | 3.067% | 1,758,524 | 52,324 | 2023-12-31 |
| Copeland Capital Management, LLC | 1.466% | -10.822% | 1,657,353 | -201,115 | 2023-12-31 |
| Jarislowsky Fraser Ltd | 1.422% | -6.843% | 1,607,445 | -118,071 | 2023-12-31 |
| Arrowstreet Capital Limited Partnership | 1.325% | -19.541% | 1,498,302 | -363,899 | 2023-12-31 |
| Morgan Stanley - Brokerage Accounts | 1.210% | -0.987% | 1,368,753 | -13,647 | 2023-06-30 |
| Bank of New York Mellon Corp | 1.203% | -4.776% | 1,360,362 | -68,223 | 2023-12-31 |
| JANE STREET GROUP, LLC | 1.181% | 447.762% | 1,336,506 | 1,092,512 | 2023-06-30 |
| AllianceBernstein L.P. | 1.144% | 40.178% | 1,294,280 | 370,965 | 2023-03-31 |
| First Trust Advisors L.P. | 1.132% | 4.182% | 1,279,876 | 51,379 | 2023-12-31 |
| Millennium Management LLC | 1.077% | -4.352% | 1,217,080 | -55,374 | 2023-09-30 |
| Newport Trust Co. | 1.019% | -4.840% | 1,151,528 | -58,574 | 2023-12-31 |
| Diamond Hill Capital Management Inc | 1.008% | -12.028% | 1,139,774 | -155,839 | 2023-12-31 |
| NORGES BANK | 0.999% | -3.462% | 1,129,694 | -40,507 | 2023-12-31 |
| Jupiter Asset Management Limited | 0.990% | 3.090% | 1,118,900 | 33,532 | 2023-12-31 |
| FMR Inc | 0.869% | 8.812% | 1,016,960 | 82,353 | 2022-09-30 |
| Northern Trust Corp | 0.853% | -10.651% | 964,628 | -114,987 | 2023-06-30 |
| ProShare Advisors LLC | 0.676% | 15.619% | 790,798 | 106,828 | 2022-12-31 |
| WEDGE Capital Management, LLP | 0.664% | 0.000% | 780,711 | 780,711 | 2022-12-31 |
| CI Investments Inc | 0.480% | -9.453% | 565,713 | -59,059 | 2022-06-30 |
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