Guru Ownership Trend
Guru Analysis for Bank OZK (OZK)
Bank OZK (OZK), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $280.43 M.
Top institutional holders include Cliff Asness and Francois Rochon.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.2 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 63.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.06% | Reduce -17.8% | 1,977,960 | $100.84 M | Q3 2025 | |
| 1.97% | Add 0.2% | 1,261,960 | $64.33 M | Q3 2025 | |
| 3.77% | Reduce -0.1% | 915,652 | $46.68 M | Q3 2025 | |
| 3.77% | Reduce -0.1% | 915,652 | $46.68 M | Q3 2025 | |
| 0.04% | Add 6.8% | 641,497 | $32.7 M | Q3 2025 | |
| 0.05% | Add 31.3% | 549,362 | $28.01 M | Q3 2025 | |
| 0.02% | Reduce -55.5% | 199,200 | $10.16 M | Q3 2025 | |
| 0.05% | Reduce -63.1% | 196,718 | $10.03 M | Q3 2025 | |
| 0.02% | New Buy | 105,534 | $5.38 M | Q3 2025 | |
| 0.46% | New Buy | 42,000 | $2.14 M | Q3 2025 | |
| 0.01% | New Buy | 39,250 | $2 M | Q3 2025 | |
| 0.00% | Add 2.2% | 5,852 | $298,335 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Bank OZK (OZK)
Major holders include Cliff Asness ($100.84 M), Francois Rochon ($64.33 M), Fairholme Focused Income Fund ($46.68 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.93 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.2 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited OZK. The total reported sell value was $51.63 M.
Yes, 3 managers opened new positions in OZK, and 4 increased their existing holdings. The total reported buy value was $18.43 M.