10 institutions reported holding $10.6M of BANK OZK (OZK) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($9.1M), Hennion & Walsh Asset Management, Inc. ($709,153), Versant Capital Management, Inc ($379,111), GAMMA Investing LLC ($320,354), CX Institutional ($38,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $9.1M | 174,690 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $709,153 | 13,614 | Added |
| 3 | Versant Capital Management, Inc | $379,111 | 7,278 | Trimmed |
| 4 | GAMMA Investing LLC | $320,354 | 6,150 | Added |
| 5 | CX Institutional | $38,000 | 720 | Added |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $20,368 | 391 | New |
| 7 | CoreCap Advisors, LLC | $10,991 | 211 | Trimmed |
| 8 | Cedar Mountain Advisors, LLC | $7,241 | 139 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $6,772 | 130 | Trimmed |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $2,500 | 48 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30