Wasatch Advisors Reports 5.5% Stake in Bank OZK

Wasatch Advisors filed Amendment No. 6 to Schedule 13G/A reporting beneficial ownership of 6,126,398 shares of Bank OZK common stock, representing 5.5% of the class.

Accepted by SEC EDGAR 04/21/2026 - 05:42 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Wasatch Advisors filed Amendment No. 6 to Schedule 13G/A reporting beneficial ownership of 6,126,398 shares of Bank OZK common stock, representing 5.5% of the class. The filing shows sole voting power of 4,089,025 shares and sole dispositive power of 6,126,398 shares.

Insights

Institutional Ownership Analyst

Wasatch Advisors reports a 5.5% passive stake in Bank OZK.

Wasatch Advisors lists beneficial ownership of 6,126,398 shares and identifies sole dispositive power over those shares. The filing is an ownership disclosure typical for investment managers managing client assets.

Holder decisions will determine future activity; timing and transaction intent are not provided in the excerpt.

Key Figures

Beneficial ownership: 6,126,398 shares Percent of class: 5.5% Sole voting power: 4,089,025 shares +1 more

4 metrics

Beneficial ownership 6,126,398 shares Reported on Schedule 13G/A (Amendment No. 6)

Percent of class 5.5% Percent of common stock beneficially owned

Sole voting power 4,089,025 shares Shares with sole power to vote

Sole dispositive power 6,126,398 shares Shares with sole power to dispose

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power, CUSIP

4 terms

Schedule 13G/A regulatory

"Amendment No. 6 to Schedule 13G/A reporting ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"Amount beneficially owned: 6,126,398 (b) Percent of class: 5.5 %"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 6,126,398"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP technical

"CUSIP No.: 06417N103"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

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

What stake does Wasatch Advisors report in Bank OZK (OZK)?

Wasatch Advisors reports beneficial ownership of 6,126,398 shares (5.5%). The filing lists sole dispositive power over 6,126,398 shares and sole voting power over 4,089,025 shares, per the Schedule 13G/A amendment.

Does the filing indicate Wasatch Advisors controls voting of OZK shares?

The filing shows sole voting power for 4,089,025 shares. It also reports sole dispositive power for 6,126,398 shares; shared voting/dispositive power are reported as zero in the excerpt.

Is the Schedule 13G/A an active trading disclosure for OZK?

No—Schedule 13G/A is an ownership disclosure, not a transaction notice. It reports current beneficial ownership levels; the excerpt does not describe recent purchases or sales or trading intent.

What identifying details are provided for the OZK position?

The filing includes CUSIP 06417N103 and identifies the class as COM. Wasatch Advisors lists its address and Delaware citizenship; the signature is by CEO Mike Yeates dated 04/21/2026.

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

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 6)

Bank OZK

(Name of Issuer)

COM

(Title of Class of Securities)

06417N103

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 06417N103

1

Names of Reporting Persons

Wasatch Advisors LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,089,024.50
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,126,397.50
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,126,397.50

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Bank OZK
(b)	Address of issuer's principal executive offices: 18000 Cantrell Road, Little Rock, US-AR, 72223, US
Item 2.
(a)	Name of person filing: Wasatch Advisors LP
(b)	Address or principal business office or, if none, residence: 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: COM
(e)	CUSIP No.: 06417N103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 6,126,398
(b)	Percent of class: 5.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 4,089,025
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 6,126,398
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wasatch Advisors LP

Signature:	Mike Yeates
Name/Title:	CEO
Date:	04/21/2026