Skip to content
Disclosery

OZK BANK OZK LITTLE ROCK ARK

Follow

Stock (common), issuer CIK 1569650

471 managers (483 13F filers) reported a position in OZK shares at 2025-03-31, 106,433,062 shares in all. 64 filers opened a position and 53 filers sold out during the quarter.

Managers
471
13F filers
483
New
64
Added
191
Reduced
154
Sold out
53
Shares held by filers
106,433,062

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
True Wealth Design, LLC637$27.7K0.01%+2813F-HRTimeline
NewEdge Advisors, LLC621$27K<0.01%-2713F-HRTimeline
Investors Research Corp600$26.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…581$25.2K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP535$23.3K<0.01%+413F-HRTimeline
LRI Investments, LLC489$21.2K<0.01%013F-HRTimeline
Covestor Ltd485$21K0.01%+4113F-HRTimeline
Parkside Financial Bank & Trust466$20.2K<0.01%+9113F-HRTimeline
Lindbrook Capital, LLC453$19.7K<0.01%013F-HRTimeline
Key Financial Inc410$17.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$17K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.373$16K<0.01%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc365$15.9K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC341$14.8K<0.01%new13F-HRTimeline
Crews Bank & Trust300$13K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV299$13K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC280$12.2K<0.01%+513F-HRTimeline
Clark Wealth Partners258$11.2K0.01%+213F-HRTimeline
WPG Advisers, LLC254$11K0.01%-14013F-HRTimeline
Hemington Wealth Management255$11K<0.01%+2813F-HRTimeline
Binnacle Investments Inc203$8.82K0.01%13F-HRTimeline
Clearstead Trust, LLC195$8.47K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN186$8.08K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC190$8K<0.01%-7213F-HRTimelineGroup
Whipplewood Advisors, LLC1,993$7.52K0.01%+1,82013F-HRTimeline
Clearstead Advisors, LLC168$7.3K<0.01%+213F-HRTimeline
Private Wealth Management Group, LLC159$6.91K<0.01%-3413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK136$5.91K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.136$5.88K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB133$5.78K<0.01%-3813F-HRTimeline
Farther Finance Advisors, LLC124$5.38K<0.01%-1913F-HRTimeline
Sandy Spring Bank120$5.21K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC110$4.78K<0.01%+313F-HRTimeline
Allworth Financial LP107$4.56K<0.01%013F-HRTimeline
SVB WEALTH LLC97$4.21K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc95$4.13K<0.01%-113F-HRTimeline
Horizon Investments, LLC85$3.65K<0.01%-313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…79$3.43K<0.01%+3613F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors64$2.8K<0.01%-32913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp59$2.56K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc58$2.52K<0.01%+1013F-HRTimeline
Activest Wealth Management50$2.17K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC48$2.09K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC48$2.09K<0.01%-55013F-HR/ATimelineGroup
Avion Wealth49$2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC40$1.68K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC38$1.65K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC38$1.65K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.36$1.56K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC30$1.3K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management30$1.3K<0.01%-31013F-HRTimelineGroup
SJS Investment Consulting Inc.29$1.26K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC28$1.22K<0.01%013F-HRTimeline
NFSG Corp27$1.17K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.25$1.09K<0.01%+213F-HRTimeline
Global Financial Private Client, LLC23$999<0.01%+1513F-HRTimeline
Rise Advisors, LLC22$967<0.01%-38513F-HRTimeline
Larson Financial Group LLC18$782<0.01%+1513F-HRTimeline
CVA Family Office, LLC16$695<0.01%013F-HRTimeline
Hughes Financial Services, LLC13$564<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.12$521<0.01%-20013F-HRTimeline
Bogart Wealth, LLC11$478<0.01%-2013F-HRTimeline
Cromwell Holdings LLC6$261<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC5$217<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.5$217<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.4$174<0.01%-15113F-HRTimeline
HFM Investment Advisors, LLC3$131<0.01%13F-HRTimeline
PSI Advisors, LLC3$130<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$47<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$44<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-57013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.