Who Owns Bank Ozk
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Bank Ozk.
Who crossed 5% of OZK →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| CONGRESS ASSET MANAGEMENT COCOM212K shadded | $9.7M |
| Horrell Capital Management, Inc.COM77.4K shtrimmed | $3.6M |
| Ridgewood Investments LLCCOM21.4K shtrimmed | $982.3K |
| Wedmont Private CapitalCOM9.7K shadded | $434.3K |
| Allen Mooney & Barnes Investment Advisors LLCStock9K shtrimmed | $415.7K |
| Farther Finance Advisors, LLCStock8.2K shadded | $378.9K |
| GAMMA Investing LLCCommon Stock6.8K shadded | $314.2K |
| Paragon Capital Management LtdCOM4.6K shadded | $210.2K |
| AMERICAN NATIONAL BANK & TRUSTCOM2.4K shtrimmed | $111.9K |
| ELEVATION WEALTH PARTNERS, LLCCOM660 shadded | $30.3K |
| Investors Research CorpCOM600 shheld | $27.6K |
| TOTH FINANCIAL ADVISORY CORPCOM571 shadded | $26.2K |
| CoreCap Advisors, LLCStock211 shheld | $9.7K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock130 shheld | $6K |
| GK Wealth Management LLCCOM95 sh— | $4.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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