OZKOZKAP

Bank OZK

Other · Other · LITTLE ROCK, AR · CIK 0001569650

Ownership

Who holds Bank OZK — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

377

funds hold it

2 of 36

superinvestors hold it

$2.29B

fund-held value

bond issues held by funds

Top fund holders

Fund	% of fund	Value
iShares Core S&P Mid-Cap ETF IJH · iShares Trust	0.15%	$157.29M
VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS	0.01%	$153.37M
Schwab U.S. Dividend Equity ETF SCHD · SCHWAB STRATEGIC TRUST	0.18%	$152.35M
Avantis U.S. Small Cap Value ETF AVUV · American Century ETF Trust	0.54%	$127.05M
VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS	0.07%	$112.46M

Superinvestors in Bank OZK

Francois RochonDECREASED -2.6%

Giverny Capital

2.1%

Bruce BerkowitzINCREASED +0.8%

Fairholme Capital Management

2.8%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of Bank OZK's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.