Vault-13

BANK OZK LITTLE ROCK ARK OZK

COM · Common Stock · CUSIP 06417N103

Bank headquartered in Little Rock, Arkansas

483 institutional holders +12 vs Q4 2024
106,064,611106.1m shares reported held*
$4.6bnreported value*
64 new 190 added 154 reduced 52 sold out net bought ≈ $56.6m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.45. Options: 16 managers hold calls ($63.2m notional), 19 hold puts ($72.8m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 352Q4 22: 406Q1 23: 392Q2 23: 365Q3 23: 388Q4 23: 422Q1 24: 428Q2 24: 435Q3 24: 439Q4 24: 471Q1 25: 483483Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022352
Q4 2022406
Q1 2023392
Q2 2023365
Q3 2023388
Q4 2023422
Q1 2024428
Q2 2024435
Q3 2024439
Q4 2024471
Q1 2025483

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 169 bought or addedQ2 23: 214 cut or sold outQ3 23: 178 bought or addedQ3 23: 174 cut or sold outQ3 23Q4 23: 193 bought or addedQ4 23: 182 cut or sold outQ1 24: 204 bought or addedQ1 24: 198 cut or sold outQ1 24Q2 24: 215 bought or addedQ2 24: 209 cut or sold outQ3 24: 213 bought or addedQ3 24: 208 cut or sold outQ3 24Q4 24: 233 bought or addedQ4 24: 190 cut or sold outQ1 25: 254 bought or addedQ1 25: 206 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023169214
Q3 2023178174
Q4 2023193182
Q1 2024204198
Q2 2024215209
Q3 2024213208
Q4 2024233190
Q1 2025254206

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25m$50m$75m$100mQ2 24 calls: $70.6mQ2 24 puts: $86.0mQ2 24P/C 1.22Q3 24 calls: $84.4mQ3 24 puts: $71.3mQ3 24P/C 0.85Q4 24 calls: $59.3mQ4 24 puts: $95.2mQ4 24P/C 1.60Q1 25 calls: $63.2mQ1 25 puts: $72.8mQ1 25P/C 1.15
Numbers
QuarterCallsPutsP/C
Q2 2024$70.6m$86.0m1.22
Q3 2024$84.4m$71.3m0.85
Q4 2024$59.3m$95.2m1.60
Q1 2025$63.2m$72.8m1.15

Biggest buyers

Senvest Management, LLC Added +631,816+631.8k
D. E. Shaw & Co., Inc. Added +570,116+570.1k
MARSHALL WACE, LLP Added +387,392+387.4k
BANK OF AMERICA CORP /DE/ Added +327,747+327.7k
EARNEST PARTNERS LLC New +292,197+292.2k
Point72 Asset Management, L.P. Added +277,275+277.3k
KENNEDY CAPITAL MANAGEMENT LLC Added +272,699+272.7k
Ranger Investment Management, L.P. New +261,955+262.0k
LORD, ABBETT & CO. LLC New +260,000+260.0k
AMERICAN CENTURY COMPANIES INC Added +228,295+228.3k

Biggest sellers

STATE STREET CORP Reduced -900,794-900.8k
WELLINGTON MANAGEMENT GROUP LLP Reduced -787,882-787.9k
CITADEL ADVISORS LLC Reduced -361,180-361.2k
MORGAN STANLEY Reduced -343,392-343.4k
BlackRock, Inc. Reduced -300,264-300.3k
CITIGROUP INC Reduced -283,364-283.4k
MACKENZIE FINANCIAL CORP Reduced -169,600-169.6k
VANGUARD GROUP INC Reduced -167,711-167.7k
FIRST TRUST ADVISORS LP Reduced -164,281-164.3k
ProShare Advisors LLC Reduced -153,426-153.4k

Biggest calls

Twin Tree Management, LP Added $26.4m607.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.8m317.6k shares
Walleye Trading LLC Added $4.3m98.6k shares
IMC-Chicago, LLC Added $3.5m81.0k shares
Walleye Capital LLC Added $3.4m77.5k shares
SIMPLEX TRADING, LLC Reduced $3.1m72.3k shares
GROUP ONE TRADING LLC Reduced $2.0m45.7k shares
CITADEL ADVISORS LLC Reduced $1.6m37.8k shares
WOLVERINE TRADING, LLC Added $1.4m32.4k shares
GARDA CAPITAL PARTNERS LP New $1.3m30.0k shares

Biggest puts

CITADEL ADVISORS LLC Added $32.1m738.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $9.1m209.3k shares
GROUP ONE TRADING LLC Reduced $7.3m167.9k shares
SIMPLEX TRADING, LLC Reduced $6.3m146.1k shares
Anson Funds Management LP Reduced $3.3m75.0k shares
IMC-Chicago, LLC Unchanged $2.5m58.4k shares
WOLVERINE TRADING, LLC Added $1.9m44.3k shares
Game Creek Capital, LP Reduced $1.7m40.0k shares
Walleye Capital LLC Reduced $1.6m35.9k shares
Walleye Trading LLC Reduced $1.4m32.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: WASATCH ADVISORS LP (4.2%, 2026-07-08), VANGUARD GROUP INC (0.0%, 2026-03-30)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 11,334,14511.3m $492.5m $492.5m 0.01% Reduced -167.7k -167,711
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 10,055,14310.1m $436.9m $436.9m 0.01% Reduced -300.3k -300,264
3 WASATCH ADVISORS LP 1.75% of their portfolio SALT LAKE CITY, UT 7,228,3327.2m $314.1m $314.1m 1.75% Added +125.7k +125,675
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,589,9456.6m $286.3m $286.3m 0.01% Reduced -900.8k -900,794
5 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 6,504,5686.5m $282.6m $282.6m 0.07% Reduced -107.1k -107,052
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 4,350,2204.4m $189.0m $189.0m 0.04% Added +220.2k +220,214
7 AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio Greenwich, CT 2,805,1632.8m $120.9m $120.9m 0.12% Reduced -6.2k -6,191
8 FIRST TRUST ADVISORS LP 0.11% of their portfolio Wheaton, IL 2,781,1992.8m $120.8m $120.8m 0.11% Reduced -164.3k -164,281
9 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 2,405,2922.4m $104.5m $104.5m 0.06% Added +228.3k +228,295
10 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 2,205,4062.2m $95.8m $95.8m 0.02% Reduced -787.9k -787,882
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,052,5622.1m $89.2m $89.2m 0.01% Added +14.1k +14,099
12 Van Berkom & Associates Inc. 2.55% of their portfolio MONTREAL, A8 1,828,7011.8m $79.5m $79.5m 2.55% Reduced -13.8k -13,785
13 CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio RALEIGH, NC 1,808,5411.8m $78.6m $78.6m 0.20% Added +22.4k +22,386
14 JARISLOWSKY, FRASER Ltd 0.49% of their portfolio MONTREAL, A8 1,799,3901.8m $78.2m $78.2m 0.49% Reduced -55.5k -55,495
15 D. E. Shaw & Co., Inc. 0.09% of their portfolio New York, NY 1,674,9241.7m $72.8m $72.8m 0.09% Added +570.1k +570,116
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,348,8101.3m $58.6m $58.6m 0.01% Added +156.1k +156,050
17 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 1,339,0491.3m $58.2m $58.2m 0.06% Reduced -125.0k -124,974
18 Senvest Management, LLC 2.31% of their portfolio New York, NY 1,270,8751.3m $55.2m $55.2m 2.31% Added +631.8k +631,816
19 Giverny Capital Inc. 1.94% of their portfolio MONTREAL, A8 1,209,5131.2m $52.6m $52.6m 1.94% Reduced -2.9k -2,925
20 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,127,5761.1m $49.0m $49.0m 0.01% Added +23.5k +23,492
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,105,0181.1m $48.0m $48.0m 0.00% Reduced -343.4k -343,392
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 993,660993.7k $43.2m $43.2m 0.01% Reduced -22.2k -22,193
23 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio JUPITER, FL 915,603915.6k $39.8m $39.8m 0.15% Reduced -46.4k -46,364
24 KENNEDY CAPITAL MANAGEMENT LLC 0.81% of their portfolio ST LOUIS, MO 780,673780.7k $33.9m $33.9m 0.81% Added +272.7k +272,699
25 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 743,995744.0k $32.3m $32.3m 0.03% Added +8.2k +8,215
26 TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio NEW YORK, NY 668,843668.8k $29.1m $29.1m 0.06% Added +2.2k +2,249
27 Newport Trust Company, LLC 0.07% of their portfolio Washington, DC 656,987657.0k $28.5m $28.5m 0.07% Added +4.1k +4,146
28 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 644,397644.4k $28.0m $28.0m 0.04% Added +101.3k +101,300
29 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 639,532639.5k $27.8m $27.8m 0.03% Reduced -361.2k -361,180
30 FAIRHOLME CAPITAL MANAGEMENT LLC 2.26% of their portfolio South Miami, FL 631,602631.6k $27.4m $27.4m 2.26% Reduced -11.8k -11,800
31 Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% of their portfolio COLUMBUS, OH 600,864600.9k $26.1m $26.1m 0.12% Reduced -68.2k -68,210
32 ProShare Advisors LLC 0.06% of their portfolio BETHESDA, MD 600,428600.4k $26.1m $26.1m 0.06% Reduced -153.4k -153,426
33 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 580,696580.7k $25.2m $25.2m 0.06% Reduced -148.7k -148,666
34 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 572,208572.2k $24.9m $24.9m 0.03% Added +39.0k +39,042
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 558,915558.9k $24.3m $24.3m 0.00% Reduced -14.7k -14,657
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 502,779502.8k $21.8m $21.8m 0.00% Added +327.7k +327,747
37 BERKLEY W R CORP 1.59% of their portfolio Greenwich, CT 500,800500.8k $21.8m $21.8m 1.59% Unchanged
38 FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio SAN MATEO, CA 487,991488.0k $21.2m $21.2m 0.08% Added +1.6k +1,563
39 LSV ASSET MANAGEMENT 0.05% of their portfolio CHICAGO, IL 474,446474.4k $20.6m $20.6m 0.05% Reduced -26.2k -26,194
40 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 441,955442.0k $19.2m $19.2m 0.02% Reduced -67.9k -67,933
41 Clearbridge Investments, LLC 0.02% of their portfolio NEW YORK, NY 425,046425.0k $18.5m $18.5m 0.02% Reduced -93.1k -93,066
42 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 410,405410.4k $17.8m $17.8m 0.03% Added +97.2k +97,179
43 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 404,493404.5k $17.6m $17.6m 0.02% Added +387.4k +387,392
44 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 387,492387.5k $16.8m $16.8m 0.01% Added +25.3k +25,297
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 378,039378.0k $16.4m $16.4m 0.00% Added +25.2k +25,159
46 Amundi 0.01% of their portfolio Paris, I0 368,459368.5k $14.3m $14.3m 0.01% Added +211.6k +211,575
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 349,749349.7k $15.2m $15.2m 0.00% Added +26.7k +26,676
48 Quantinno Capital Management LP 0.10% of their portfolio NEW YORK, NY 346,871346.9k $15.1m $15.1m 0.10% Added +177.5k +177,462
49 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 343,066343.1k $14.9m $14.9m 0.01% Added +26.9k +26,946
50 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 326,744326.7k $14.2m $14.2m 0.00% First filing
51 Point72 Asset Management, L.P. 0.04% of their portfolio STAMFORD, CT 322,638322.6k $14.0m $14.0m 0.04% Added +277.3k +277,275
52 TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio STAMFORD, CT 313,268313.3k $13.6m $13.6m 0.12% Added +129.5k +129,491
53 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 307,910307.9k $13.4m $13.4m 0.01% Reduced -34.5k -34,507
54 CABOT WEALTH MANAGEMENT INC 1.63% of their portfolio BEVERLY, MA 294,550294.6k $12.8m $12.8m 1.63% Reduced -750 -750
55 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 292,200292.2k $12.7m $12.7m 0.03% Reduced -16.8k -16,800
56 EARNEST PARTNERS LLC 0.06% of their portfolio ATLANTA, GA 292,197292.2k $12.7m $12.7m 0.06% New
57 RICE HALL JAMES & ASSOCIATES, LLC 0.72% of their portfolio San Diego, CA 283,520283.5k $12.3m $12.3m 0.72% Reduced -3.5k -3,496
58 Twin Lions Management LLC 11.56% of their portfolio Stamford, CT 276,530276.5k $12.0m $12.0m 11.56% Added +17.9k +17,918
59 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 268,325268.3k $11.7m $11.7m 0.01% First filing
60 Ranger Investment Management, L.P. 0.81% of their portfolio DALLAS, TX 261,955262.0k $11.4m $11.4m 0.81% New
61 ALGERT GLOBAL LLC 0.28% of their portfolio SAN FRANCISCO, CA 261,032261.0k $11.3m $11.3m 0.28% Reduced -48.4k -48,356
62 LORD, ABBETT & CO. LLC 0.04% of their portfolio JERSEY CITY, NJ 260,000260.0k $11.3m $11.3m 0.04% New
63 Brandywine Global Investment Management, LLC 0.08% of their portfolio PHILADELPHIA, PA 258,032258.0k $11.2m $11.2m 0.08% Reduced -10.1k -10,124
64 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 245,049245.0k $10.6m $10.6m 0.01% Reduced -63 -63
65 WEYBOSSET RESEARCH & MANAGEMENT LLC 3.69% of their portfolio PROVIDENCE, RI 242,792242.8k $10.5m $10.5m 3.69% Reduced -2.3k -2,277
66 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 233,218233.2k $10.1m $10.1m 0.02% Added +18.6k +18,586
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 229,342229.3k $10.0m $10.0m 0.00% Reduced -15.6k -15,597
68 CI INVESTMENTS INC. 0.04% of their portfolio TORONTO, Z4 214,789214.8k $9.3m $9.3m 0.04% Reduced -15.3k -15,344
69 Cubist Systematic Strategies, LLC 0.12% of their portfolio STAMFORD, CT 209,485209.5k $9.1m $9.1m 0.12% Added +167.1k +167,138
70 Swiss National Bank 0.01% of their portfolio ZURICH, V8 208,233208.2k $9.0m $9.0m 0.01% Reduced -3.8k -3,800
71 Quantbot Technologies LP 0.28% of their portfolio NEW YORK, NY 205,926205.9k $8.9m $8.9m 0.28% Reduced -14.0k -14,017
72 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 202,942202.9k $8.8m $8.8m 0.01% Reduced -1.6k -1,613
73 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 195,632195.6k $8.5m $8.5m 0.04% New
74 Edgestream Partners, L.P. 0.29% of their portfolio Princeton, NJ 195,320195.3k $8.5m $8.5m 0.29% Added +59.8k +59,837
75 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 187,950187.9k $8.2m $8.2m 0.03% Reduced -54.6k -54,593
76 QV Investors Inc. 0.81% of their portfolio CALGARY, A0 185,650185.7k $8.1m $8.1m 0.81% Added +22.1k +22,060
77 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 184,924184.9k $8.0m $8.0m 0.04% Added +124.8k +124,764
78 VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% of their portfolio RICHMOND, VA 179,334179.3k $7.8m $7.8m 0.06% First filing
79 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.13% of their portfolio BALA CYNWYD, PA 174,553174.6k $7.6m $7.6m 0.13% New
80 Legal & General Group Plc 0.00% of their portfolio London, X0 167,277167.3k $7.3m $7.3m 0.00% Added +2.6k +2,576
81 Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio TOKYO, M0 158,570158.6k $6.9m $6.9m 0.02% Reduced -13.1k -13,092
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 154,615154.6k $6.7m $6.7m 0.01% Added +97.7k +97,706
83 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 152,236152.2k $6.6m $6.6m 0.00% Added +13.3k +13,335
84 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 151,063151.1k $6.6m $6.6m 0.00% Added +73.0k +73,049
85 Man Group plc 0.02% of their portfolio LONDON, X0 148,761148.8k $6.5m $6.5m 0.02% Added +127.6k +127,561
86 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 143,400143.4k $6.2m $6.2m 0.00% Added +8.3k +8,261
87 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 142,575142.6k $6.2m $6.2m 0.04% Added +24.1k +24,064
88 Hudson Bay Capital Management LP 0.04% of their portfolio STAMFORD, CT 140,754140.8k $6.1m $6.1m 0.04% Reduced -39.9k -39,860
89 TCW GROUP INC 0.05% of their portfolio LOS ANGELES, CA 140,077140.1k $6.1m $6.1m 0.05% Unchanged
90 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 134,044134.0k $5.8m $5.8m 0.05% Reduced -12.6k -12,617
91 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 133,722133.7k $5.8m $5.8m 0.00% Reduced -38.5k -38,528
92 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 133,357133.4k $5.8m $5.8m 0.00% Reduced -283.4k -283,364
93 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 131,365131.4k $5.7m $5.7m 0.00% Added +4.0k +4,004
94 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 129,980130.0k $5.6m $5.6m 0.01% Added +46.3k +46,349
95 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 129,712129.7k $5.6m $5.6m 0.01% Reduced -1.7k -1,700
96 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 128,415128.4k $5.6m $5.6m 0.02% Added +128 +128
97 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 125,463125.5k $5.5m $5.5m 0.00% Reduced -76.6k -76,557
98 Governors Lane LP 1.18% of their portfolio NEW YORK, NY 125,195125.2k $5.4m $5.4m 1.18% New
99 NorthCoast Asset Management LLC 0.03% of their portfolio STAMFORD, CT 123,441123.4k $5.4m $5.4m 0.03% Added +21.0k +20,992
100 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 118,528118.5k $5.2m $5.2m 0.01% Added +34.0k +33,995