Bank OZK files 13F showing $283.5M holdings

BANK OZK filed a Form 13F reporting institutional holdings: 263 reported positions with a Form 13F Information Table value total of $283,467,940.

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.

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/13/2026 - 11:35 AM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	BANK OZK
Address:	18000 CANTRELL ROAD
	LITTLE ROCK, AR 72223
Form 13F File Number:	028-15250
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		JORDAN WALDREP
Title:		CHIEF INVESTMENT OFFICER, TRUST AND WEALTH
Phone:		214-258-0344
Signature, Place, and Date of Signing:
/s/ JORDAN WALDREP			LITTLE ROCK, AR	05-12-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		0
	Form 13F Information Table Entry Total:		263
	Form 13F Information Table Value Total:		283,467,940
			(round to nearest dollar)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

NONE