Bank OZK (NASDAQ: OZK) reports 263 holdings valued $283.5M
Filing Impact
Filing Sentiment
Form Type
13F-HR
Rhea-AI Filing Summary
BANK OZK filed a Form 13F reporting institutional holdings: 263 reported positions with a Form 13F Information Table value total of $283,467,940. The report is signed by Jordan Waldrep, Chief Investment Officer, Trust and Wealth and dated 05-12-2026.
Positive
- None.
Negative
- None.
Key Figures
Form 13F entries: 263
Aggregate value: $283,467,940
Signature date: 05-12-2026
3 metrics
Form 13F entries
263
Form 13F Information Table Entry Total
Aggregate value
$283,467,940
Form 13F Information Table Value Total (rounded to nearest dollar)
Signature date
05-12-2026
Signature, Place, and Date of Signing
Key Terms
Form 13F, Information Table, Institutional Investment Manager
3 terms
Form 13F regulatory
"Form 13F Summary Page --------------------- | Report Summary"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Information Table financial
"Form 13F Information Table Entry Total: | 263"
Institutional Investment Manager regulatory
"Institutional Investment Manager Filing this Report Name: | BANK OZK"
FAQ
What does Bank OZK's 13F filing for OZK disclose?
It discloses the manager's institutional holdings: 263 positions valued at $283,467,940 as reported on the summary page. The filing is signed by Jordan Waldrep, CIO, and dated 05-12-2026, representing a routine quarter-end disclosure of long equity positions.
Who signed the Form 13F for Bank OZK (OZK)?
The report is signed by Jordan Waldrep, Chief Investment Officer, Trust and Wealth. The signature block shows location as Little Rock, AR and the date 05-12-2026, which is the attestation for the reported holdings on the summary page.
How many holdings and what aggregate value does Bank OZK report?
The Form 13F summary lists 263 information table entries and an aggregate value total of $283,467,940. These figures appear on the report summary page and reflect the dollar value rounded to the nearest dollar.
Is this 13F filing an amendment or a restatement?
The filing form includes checkboxes for amendments and restatements but the provided excerpt does not mark a restatement or amendment verbatim. The summary page identifies this submission as a 13F Holdings Report signed on 05-12-2026.
What is a Form 13F and why did Bank OZK file it?
A Form 13F is a quarterly SEC disclosure of certain equity holdings by institutional managers; Bank OZK filed it to report holdings totaling $283,467,940. This is a routine regulatory disclosure required for institutional investment managers.