Who owns Bank Ozk (OZK)?
178 US mutual funds and ETFs from 82 fund families reported a position in OZK for the quarter ending 2026-06-30. Against their own report a quarter earlier, 46 raised shares, 5 opened a new position, 77 cut and 10 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 34.0% |
| Ishares Trust | 12 | 20.7% |
| Spdr Series Trust | 12 | 12.7% |
| First Trust Exchange-Traded Fund Vi | 3 | 8.0% |
| Wasatch Funds Trust | 5 | 7.8% |
| Wisdomtree Trust | 5 | 1.5% |
Tracked managers holding OZK
| Investor | Book weight |
|---|---|
| Bruce Berkowitz · Fairholme | 3.2% |
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about OZK. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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