BANK OZK LITTLE ROCK ARK OZK
COM · Common Stock · CUSIP 06417N103
Bank headquartered in Little Rock, Arkansas
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 352 |
| Q4 2022 | 406 |
| Q1 2023 | 392 |
| Q2 2023 | 365 |
| Q3 2023 | 388 |
| Q4 2023 | 422 |
| Q1 2024 | 428 |
| Q2 2024 | 435 |
| Q3 2024 | 439 |
| Q4 2024 | 471 |
| Q1 2025 | 483 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 169 | 214 |
| Q3 2023 | 178 | 174 |
| Q4 2023 | 193 | 182 |
| Q1 2024 | 204 | 198 |
| Q2 2024 | 215 | 209 |
| Q3 2024 | 213 | 208 |
| Q4 2024 | 233 | 190 |
| Q1 2025 | 254 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $70.6m | $86.0m | 1.22 |
| Q3 2024 | $84.4m | $71.3m | 0.85 |
| Q4 2024 | $59.3m | $95.2m | 1.60 |
| Q1 2025 | $63.2m | $72.8m | 1.15 |
Biggest buyers
| Senvest Management, LLC | Added | +631.8k |
| D. E. Shaw & Co., Inc. | Added | +570.1k |
| MARSHALL WACE, LLP | Added | +387.4k |
| BANK OF AMERICA CORP /DE/ | Added | +327.7k |
| EARNEST PARTNERS LLC | New | +292.2k |
| Point72 Asset Management, L.P. | Added | +277.3k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +272.7k |
| Ranger Investment Management, L.P. | New | +262.0k |
| LORD, ABBETT & CO. LLC | New | +260.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +228.3k |
Biggest sellers
| STATE STREET CORP | Reduced | -900.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -787.9k |
| CITADEL ADVISORS LLC | Reduced | -361.2k |
| MORGAN STANLEY | Reduced | -343.4k |
| BlackRock, Inc. | Reduced | -300.3k |
| CITIGROUP INC | Reduced | -283.4k |
| MACKENZIE FINANCIAL CORP | Reduced | -169.6k |
| VANGUARD GROUP INC | Reduced | -167.7k |
| FIRST TRUST ADVISORS LP | Reduced | -164.3k |
| ProShare Advisors LLC | Reduced | -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
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 11.3m $492.5m | Reduced -167.7k |
| BlackRock, Inc. 0.01% of their portfolio | 10.1m $436.9m | Reduced -300.3k |
| WASATCH ADVISORS LP 1.75% of their portfolio | 7.2m $314.1m | Added +125.7k |
| STATE STREET CORP 0.01% of their portfolio | 6.6m $286.3m | Reduced -900.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 6.5m $282.6m | Reduced -107.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 4.4m $189.0m | Added +220.2k |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 2.8m $120.9m | Reduced -6.2k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 2.8m $120.8m | Reduced -164.3k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 2.4m $104.5m | Added +228.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.2m $95.8m | Reduced -787.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $89.2m | Added +14.1k |
| Van Berkom & Associates Inc. 2.55% of their portfolio | 1.8m $79.5m | Reduced -13.8k |
| CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio | 1.8m $78.6m | Added +22.4k |
| JARISLOWSKY, FRASER Ltd 0.49% of their portfolio | 1.8m $78.2m | Reduced -55.5k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 1.7m $72.8m | Added +570.1k |
| NORGES BANK 0.01% of their portfolio | 1.3m $58.6m | Added +156.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 1.3m $58.2m | Reduced -125.0k |
| Senvest Management, LLC 2.31% of their portfolio | 1.3m $55.2m | Added +631.8k |
| Giverny Capital Inc. 1.94% of their portfolio | 1.2m $52.6m | Reduced -2.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $49.0m | Added +23.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $48.0m | Reduced -343.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 993.7k $43.2m | Reduced -22.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 915.6k $39.8m | Reduced -46.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.81% of their portfolio | 780.7k $33.9m | Added +272.7k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 744.0k $32.3m | Added +8.2k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 668.8k $29.1m | Added +2.2k |
| Newport Trust Company, LLC 0.07% of their portfolio | 657.0k $28.5m | Added +4.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 644.4k $28.0m | Added +101.3k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 639.5k $27.8m | Reduced -361.2k |
| FAIRHOLME CAPITAL MANAGEMENT LLC 2.26% of their portfolio | 631.6k $27.4m | Reduced -11.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% of their portfolio | 600.9k $26.1m | Reduced -68.2k |
| ProShare Advisors LLC 0.06% of their portfolio | 600.4k $26.1m | Reduced -153.4k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 580.7k $25.2m | Reduced -148.7k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 572.2k $24.9m | Added +39.0k |
| Invesco Ltd. 0.00% of their portfolio | 558.9k $24.3m | Reduced -14.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 502.8k $21.8m | Added +327.7k |
| BERKLEY W R CORP 1.59% of their portfolio | 500.8k $21.8m | Unchanged |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio | 488.0k $21.2m | Added +1.6k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 474.4k $20.6m | Reduced -26.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 442.0k $19.2m | Reduced -67.9k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 425.0k $18.5m | Reduced -93.1k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 410.4k $17.8m | Added +97.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 404.5k $17.6m | Added +387.4k |
| LPL Financial LLC 0.01% of their portfolio | 387.5k $16.8m | Added +25.3k |
| UBS Group AG 0.00% of their portfolio | 378.0k $16.4m | Added +25.2k |
| Amundi 0.01% of their portfolio | 368.5k $14.3m | Added +211.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 349.7k $15.2m | Added +26.7k |
| Quantinno Capital Management LP 0.10% of their portfolio | 346.9k $15.1m | Added +177.5k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 343.1k $14.9m | Added +26.9k |
| Nuveen, LLC 0.00% of their portfolio | 326.7k $14.2m | First filing |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 322.6k $14.0m | Added +277.3k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 313.3k $13.6m | Added +129.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 307.9k $13.4m | Reduced -34.5k |
| CABOT WEALTH MANAGEMENT INC 1.63% of their portfolio | 294.6k $12.8m | Reduced -750 |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 292.2k $12.7m | Reduced -16.8k |
| EARNEST PARTNERS LLC 0.06% of their portfolio | 292.2k $12.7m | New |
| RICE HALL JAMES & ASSOCIATES, LLC 0.72% of their portfolio | 283.5k $12.3m | Reduced -3.5k |
| Twin Lions Management LLC 11.56% of their portfolio | 276.5k $12.0m | Added +17.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 268.3k $11.7m | First filing |
| Ranger Investment Management, L.P. 0.81% of their portfolio | 262.0k $11.4m | New |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 261.0k $11.3m | Reduced -48.4k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 260.0k $11.3m | New |
| Brandywine Global Investment Management, LLC 0.08% of their portfolio | 258.0k $11.2m | Reduced -10.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 245.0k $10.6m | Reduced -63 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 3.69% of their portfolio | 242.8k $10.5m | Reduced -2.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 233.2k $10.1m | Added +18.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 229.3k $10.0m | Reduced -15.6k |
| CI INVESTMENTS INC. 0.04% of their portfolio | 214.8k $9.3m | Reduced -15.3k |
| Cubist Systematic Strategies, LLC 0.12% of their portfolio | 209.5k $9.1m | Added +167.1k |
| Swiss National Bank 0.01% of their portfolio | 208.2k $9.0m | Reduced -3.8k |
| Quantbot Technologies LP 0.28% of their portfolio | 205.9k $8.9m | Reduced -14.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 202.9k $8.8m | Reduced -1.6k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 195.6k $8.5m | New |
| Edgestream Partners, L.P. 0.29% of their portfolio | 195.3k $8.5m | Added +59.8k |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 187.9k $8.2m | Reduced -54.6k |
| QV Investors Inc. 0.81% of their portfolio | 185.7k $8.1m | Added +22.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 184.9k $8.0m | Added +124.8k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% of their portfolio | 179.3k $7.8m | First filing |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.13% of their portfolio | 174.6k $7.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 167.3k $7.3m | Added +2.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 158.6k $6.9m | Reduced -13.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 154.6k $6.7m | Added +97.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 152.2k $6.6m | Added +13.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 151.1k $6.6m | Added +73.0k |
| Man Group plc 0.02% of their portfolio | 148.8k $6.5m | Added +127.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 143.4k $6.2m | Added +8.3k |
| Verition Fund Management LLC 0.04% of their portfolio | 142.6k $6.2m | Added +24.1k |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 140.8k $6.1m | Reduced -39.9k |
| TCW GROUP INC 0.05% of their portfolio | 140.1k $6.1m | Unchanged |
| GREAT LAKES ADVISORS, LLC 0.05% of their portfolio | 134.0k $5.8m | Reduced -12.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 133.7k $5.8m | Reduced -38.5k |
| CITIGROUP INC 0.00% of their portfolio | 133.4k $5.8m | Reduced -283.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 131.4k $5.7m | Added +4.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 130.0k $5.6m | Added +46.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 129.7k $5.6m | Reduced -1.7k |
| Retirement Systems of Alabama 0.02% of their portfolio | 128.4k $5.6m | Added +128 |
| BARCLAYS PLC 0.00% of their portfolio | 125.5k $5.5m | Reduced -76.6k |
| Governors Lane LP 1.18% of their portfolio | 125.2k $5.4m | New |
| NorthCoast Asset Management LLC 0.03% of their portfolio | 123.4k $5.4m | Added +21.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 118.5k $5.2m | Added +34.0k |