Bank Ozk
OZKHeld by 3 superinvestors.
SEC 13F · holders
Superinvestors Holding This Security
3 holders · $125.4M combined · this quarter +0 opened / -0 exited
- Value$62.4MWeight (prev→now)2.1% → 2.1% ▲
- Value$48.0MWeight (prev→now)2.8% → 3.2% ▲
- Value$15.0MWeight (prev→now)0.1% → 0.1% ▲
SEC 13F · notes
Written summary
Written summary
Bank Ozk (OZK) is held by 3 of the superinvestors tracked on Compounder, with a combined $125.4M in reported 13F value. The largest position belongs to François Rochon, where it makes up 2.1% of the portfolio.
Other notable holders by value include Bruce Berkowitz (3.2% of its book) and Ray Dalio (0.1% of its book).
Over the latest quarter, 0 of the tracked filers opened a new position in OZK, 1 added to existing ones, 1 trimmed, and 0 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
SEC 13F · co-ownership
Also held by these investors
Investors holding Bank Ozk (OZK) also commonly hold →
- Apple IncAAPL3 holders
- Ss Spdr S&P 500 Etf Trust-UsSPY2 holders
- St Joe Co/TheJOE2 holders
- Alphabet Inc-Cl AGOOGL2 holders
- Microsoft CorpMSFT2 holders
- Alphabet Inc-Cl CGOOG2 holders
See which stocks look cheap against a conservative value band. Browse all valued stocks
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
Stay Updated
New-quarter 13F moves and valuation updates, to your inbox.