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Bank Ozk shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Bank Ozk

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All positions including Bank Ozk held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Ozk by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 50k 50.97

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Top funds holding Bank Ozk

Vanguard Group
BlackRock
Daniel D. Thurber
Dimensional Fund Advisors
State Street Corporation
Charles Schwab Investment Management
First Trust Advisors
American Century Companies
Wellington Management Company
Geode Capital Management
AQR Capital Management
D. E. Shaw & Co
Van Berkom & Associates
Jarislowsky, Fraser
Giverny Capital

View all funds holding Bank Ozk