Oakworth Cap Inc OAKC
CS · Common Stock · CUSIP 67418C108
2
institutional holders
+0 vs Q1 2026
425.6k
shares reported held*
$16.3mreported value*
0 new
1 added
1 reduced
0 sold out
net bought ≈ $922.8k (+24.0k 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. Holder counts are more reliable. Implied quarter-end price ≈ $38.40.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 1 |
| Q4 2023 | 1 |
| Q1 2024 | 1 |
| Q2 2024 | 1 |
| Q3 2024 | 1 |
| Q4 2024 | 1 |
| Q1 2025 | 1 |
| Q2 2025 | 1 |
| Q3 2025 | 2 |
| Q4 2025 | 2 |
| Q1 2026 | 2 |
| Q2 2026 | 2 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 0 | 0 |
| Q4 2024 | 0 | 0 |
| Q1 2025 | 0 | 0 |
| Q2 2025 | 0 | 0 |
| Q3 2025 | 1 | 0 |
| Q4 2025 | 0 | 1 |
| Q1 2026 | 1 | 0 |
| Q2 2026 | 1 | 1 |
Biggest buyers
| CHICKASAW CAPITAL MANAGEMENT LLC | Added | +25.0k |
Biggest sellers
| OAKWORTH CAPITAL, INC. | Reduced | -970 |
Insider purchases and sales since 1 Apr 2026
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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 222.7k $8.6m | Added +25.0k |
| OAKWORTH CAPITAL, INC. 0.37% of their portfolio | 202.9k $7.8m | Reduced -970 |