13F institutional ownership facts

Institutions tracked

50

Reported value

$338,346,959.00

Reported shares

6,495,430

Latest filing period

Q2 2026

Top institutional holders

  1. Renaissance Technologies · $40,729,015 · 0.06%
  2. Cliff Asness - AQR Capital Management · $169,569,835 · 0.06%
  3. Two Sigma Investments · $69,324,862 · 0.05%
  4. Josef Lakonishok - Lsv Asset Management · $25,998,000 · 0.05%
  5. PSP Investments · $13,963,454 · 0.04%
  6. David E. Shaw - D.E. Shaw & Co. · $60,707,510 · 0.03%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$OZK

Institutional Holdings

50

Top Institutions

Top Institutions

1

Renaissance Technologies

781,897 shares

0.06%

% of Portfolio

2

Cliff Asness - AQR Capital Management

3,274,181 shares

0.06%

% of Portfolio

3

Two Sigma Investments

1,330,867 shares

0.05%

% of Portfolio

4

Josef Lakonishok - Lsv Asset Management

499,100 shares

0.05%

% of Portfolio

5

PSP Investments

268,064 shares

0.04%

% of Portfolio

6

David E. Shaw - D.E. Shaw & Co.

1,165,435 shares

0.03%

% of Portfolio

7

Charles Schwab

4,103,828 shares

0.03%

% of Portfolio

8

Israel Englander - Millennium Management

932,160 shares

0.02%

% of Portfolio

9

Ken Griffin - Citadel Advisors

440,728 shares

0.00%

% of Portfolio

10

David Solomon - Goldman Sachs

1,575,317 shares

0.01%

% of Portfolio

11

Geode Capital Management

3,282,071 shares

0.01%

% of Portfolio

12

Larry Fink - BlackRock

10,739,401 shares

0.01%

% of Portfolio

13

State Street Corp

6,076,462 shares

0.01%

% of Portfolio

14

Steve Cohen - Point72 Asset Management

239,299 shares

0.01%

% of Portfolio

15

CalPERS

237,875 shares

0.01%

% of Portfolio

16

New York State Teachers Retirement System - New York State Teachers Retirement System

118,329 shares

0.01%

% of Portfolio

17

Northern Trust Corp

955,993 shares

0.01%

% of Portfolio

18

UBS Group

545,546 shares

NaN%

% of Portfolio

19

Wellington Management

470,333 shares

NaN%

% of Portfolio

20

Invesco

1,005,215 shares

NaN%

% of Portfolio

21

Franklin Resources

327,434 shares

NaN%

% of Portfolio

22

Fidelity International (FIL)

89,169 shares

NaN%

% of Portfolio

23

Morgan Stanley

1,120,435 shares

NaN%

% of Portfolio

24

Lazard Asset Management

30,011 shares

NaN%

% of Portfolio

25

Nuveen

160,379 shares

NaN%

% of Portfolio

26

BNP Paribas

64,154 shares

NaN%

% of Portfolio

27

Legal & General

135,322 shares

NaN%

% of Portfolio

28

Neuberger Berman

33,719 shares

NaN%

% of Portfolio

29

Jamie Dimon - JPMorgan Chase

289,468 shares

NaN%

% of Portfolio

30

Joel Greenblatt - Gotham Asset Management

5,754 shares

NaN%

% of Portfolio

31

T. Rowe Price

98,539 shares

NaN%

% of Portfolio

32

Voya Investment Mgmt

10,135 shares

NaN%

% of Portfolio

33

Ensign Peak Advisors

5,877 shares

NaN%

% of Portfolio

34

Amundi

18,905 shares

NaN%

% of Portfolio

35

Jane Street Group

7,382 shares

NaN%

% of Portfolio

36

SG Americas Securities

6,283 shares

NaN%

% of Portfolio

37

PNC Financial Services

5,464 shares

NaN%

% of Portfolio

38

Mitsubishi Ufj Asset Management Co., Ltd.

273 shares

NaN%

% of Portfolio

39

Wasatch Advisors Inc

4,695,376 shares

1.60%

% of Portfolio

40

Paul Tudor Jones - Tudor Investment Corp

810,073 shares

0.06%

% of Portfolio

41

Exoduspoint Capital Management, Lp

138,823 shares

0.05%

% of Portfolio

42

Ray Dalio - Bridgewater Associates

287,790 shares

0.06%

% of Portfolio

43

Jefferies Group

79,200 shares

0.03%

% of Portfolio

44

Diamond Hill Capital Management

269,495 shares

0.11%

% of Portfolio

45

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

46

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

47

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

48

John Hussman - Hussman Strategic Advisors

63,000 shares

0.76%

% of Portfolio

49

Francois Rochon - Giverny Capital

1,198,116 shares

2.10%

% of Portfolio

50

Bruce Berkowitz - Fairholme Capital

921,252 shares

3.22%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

38%

MEDIUM

27%

SMALL

6%

Geographic Distribution

North America
59%
Europe
18%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

54

Sellers

33

Holders

72

New

14

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

33

Purchase Value

$31.4M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

74

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
79
Recent Activity
78
Concentration
62
Momentum
71
Stability
64

Recent Actions

New

9

Increased

23

Decreased

20

Exited

2

Total

30

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