Bank OZK· OZK

🇺🇸 US · MidSP400NASDAQ

Financial Services Banks - Regional Website

Price: $47.88
Day: +0.08%
Mkt Cap: $5.23B
52W Range: $42.37 – $53.39
Volume: 2.27M
Beta: 0.87

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.3 / 5 (Bullish), from 2 of 3 components
Institutions Q2 2026: 544 institutions hold; 283 added, 172 reduced

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Bank OZK

OZK|Financial Services|Banks - Regional

Current price: $48

Smart Money

Dimension 5 of 5

Insider selling pace · N/A

N/A

insufficient history to compare

Seller breadth · N/A

0 sellers

in N/A

Institutional net breadth · Q2 2026

+140

368 adding vs 228 reducing

Institutional ownership · Q2 2026

98.8%

544 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

10.7M

-1.0%

DIMENSIONAL FUND ADVISORS LP

6.7M

+1.7%

STATE STREET CORP

6.1M

-0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

-2.1%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

+1.9%

WASATCH ADVISORS LP

4.7M

-22.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

166

58 buying166 unchanged72 selling

296 funds held OZK in Q2 2026, holding 50.6M shares between them, down 2.0% on the quarter.

Largest fund holders

SPDR SERIES TRUST3.2M sh

T. Rowe Price Index Trust, Inc.30.2K sh

THRIVENT SERIES FUND INC26.7K sh

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore OZK on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

OZK Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.3/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+82

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 4.3/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

No insider trading data available for OZK.

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for OZK

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

98.8% institutional ownership

Moderate accumulation: 368 adding vs 228 reducing

13F shares increased by 5.1%, a significant shift

Momentum improving from prior quarter

+140

Net breadth

368 adding vs 228 reducing

Accumulating

1.61

Add / reduce ratio

in Q2 2026

+29

New − closed

85 initiated, 56 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+368 growing-228 shrinkingNet: +140

283

172

New (85)

Increased (283)

Reduced (172)

Closed (56)

Top Institutional Holders, OZK

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

10.7M

$559.4M

Ownership

9.79%

-1.0%

DIMENSIONAL FUND ADVISORS LP

6.7M

$348.0M

Ownership

6.09%

+1.7%

STATE STREET CORP

6.1M

$316.5M

Ownership

5.54%

-0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

$270.8M

Ownership

4.74%

-2.1%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

$246.6M

Ownership

4.31%

+1.9%

WASATCH ADVISORS LP

4.7M

$244.6M

Ownership

4.28%

-22.7%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

4.1M

$213.8M

Ownership

3.74%

+7.7%

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.

4.1M

$213.8M

Ownership

3.74%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 296 ETFs and mutual funds reporting

58 buying72 sellingNet: -14

166

Buying (58)

Unchanged (166)

Selling (72)

In total, funds bought 1.5M shares and sold 2.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

296 ETFs and mutual funds reporting

72 funds selling vs 58 buying

Top Fund Holders, OZK

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

3.2M

Weight

15.75%

Jul 31, 2026No change

T. Rowe Price Index Trust, Inc.

30.2K

Weight

0.09%

Jun 30, 2026Increased

THRIVENT SERIES FUND INC

26.7K

Weight

0.03%

Jun 30, 2026Decreased

Franklin Templeton ETF Trust

25.4K

Weight

0.00%

Jun 30, 2026Increased

Investment Managers Series Trust II

25.0K

Weight

0.11%

Jun 30, 2026Increased

BNY Mellon Investment Funds III

22.9K

Weight

0.01%

Jun 30, 2026No change

New Age Alpha Funds Trust

21.4K

Weight

1.85%

Jun 30, 2026Decreased

Columbia ETF Trust I

20.5K

Weight

0.04%

Jun 30, 2026No change

Bank OZK· OZK

Holdings Analysis

Insider Trading Activity

Institutional Ownership Analysis

2.4Detailed Holdings144Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

Institutional Ownership Analysis

2.4Detailed Holdings144Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights