Ray Dalio's OZK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 218,318 shares of Bank OZK (OZK) worth $10.05 M, representing 0.04% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 112,784 shares. Largest reduction occurred in Q1 2023, reducing 42,540 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Bank OZK (OZK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank OZK (OZK) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +112,784 | Add 106.87% | 218,318 | $46.02 |
| Q3 2025 | +105,534 | New Buy | 105,534 | $50.98 |
| Q1 2023 | -42,540 | Sold Out | 0 | $0.00 |
| Q4 2022 | +13,667 | Add 47.33% | 42,540 | $40.06 |
| Q3 2022 | +19,230 | Add 199.42% | 28,873 | $39.55 |
| Q2 2022 | -4,033 | Reduce 29.49% | 9,643 | $37.54 |
| Q1 2022 | -9,420 | Reduce 40.79% | 13,676 | $42.70 |
| Q4 2021 | -27,505 | Reduce 54.36% | 23,096 | $46.54 |
| Q3 2021 | +11,636 | Add 29.86% | 50,601 | $42.98 |
| Q2 2021 | +182 | Add 0.47% | 38,965 | $42.17 |
| Q1 2021 | +20,103 | Add 107.62% | 38,783 | $40.84 |
| Q4 2020 | +18,680 | New Buy | 18,680 | $31.26 |
| Q1 2020 | -26,656 | Sold Out | 0 | $0.00 |
| Q4 2019 | +26,656 | New Buy | 26,656 | $30.50 |
Ray Dalio's Bank OZK Investment FAQs
Ray Dalio first purchased Bank OZK (OZK) in Q4 2019, acquiring 26,656 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Bank OZK (OZK) for 14 quarters since Q4 2019.
Ray Dalio's largest addition to Bank OZK (OZK) was in Q4 2025, adding 218,318 shares worth $10.05 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 218,318 shares of Bank OZK (OZK), valued at approximately $10.05 M.
As of the Q4 2025 filing, Bank OZK (OZK) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Bank OZK (OZK) was 218,318 shares, as reported at the end of Q4 2025.