Ray Dalio's OZK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 105,534 shares of Bank OZK (OZK) worth $5.38 M, representing 0.02% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 62,994 shares. Largest reduction occurred in Q4 2021, reducing 27,505 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +26,656 | New Buy | 26,656 | $30.50 |
| Q1 2020 | -26,656 | Sold Out | 26,656 | $0.00 |
| Q4 2020 | +18,680 | New Buy | 18,680 | $31.26 |
| Q1 2021 | +20,103 | Add 107.62% | 38,783 | $40.84 |
| Q2 2021 | +182 | Add 0.47% | 38,965 | $42.17 |
| Q3 2021 | +11,636 | Add 29.86% | 50,601 | $42.98 |
| Q4 2021 | -27,505 | Reduce 54.36% | 23,096 | $46.54 |
| Q1 2022 | -9,420 | Reduce 40.79% | 13,676 | $42.70 |
| Q2 2022 | -4,033 | Reduce 29.49% | 9,643 | $37.54 |
| Q3 2022 | +19,230 | Add 199.42% | 28,873 | $39.55 |
| Q4 2022 | +13,667 | Add 47.33% | 42,540 | $40.06 |
| Q1 2023 | -42,540 | Sold Out | 42,540 | $0.00 |
| Q3 2025 | +105,534 | New Buy | 105,534 | $50.98 |
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 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Bank OZK (OZK) was in Q3 2025, adding 105,534 shares worth $5.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 105,534 shares of Bank OZK (OZK), valued at approximately $5.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bank OZK (OZK) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Bank OZK (OZK) was 105,534 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.