SCHEDULE: Wasatch Advisors Boosts Stake in Bank OZK to 6.6%
Schedule 13G Amendment
Wasatch Advisors LP has reported a beneficial ownership of 6.6% in Bank OZK, holding 7,437,646 shares as of September 30, 2025.
Summary
- Wasatch Advisors LP, an investment adviser, reported beneficial ownership of 7,437,646 shares of Bank OZK common stock.
- This ownership represents 6.6% of Bank OZK's outstanding common stock.
- Wasatch Advisors LP holds sole voting power over 5,340,141 shares and sole dispositive power over all 7,437,646 shares.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Bank OZK.
Sentiment
Score: 6
Explanation: Neutral to slightly positive. A significant institutional stake is generally seen as a positive signal of investor confidence, but the filing itself is purely factual and doesn't contain performance data.
Positives
- A significant institutional investor, Wasatch Advisors LP, maintains a substantial 6.6% stake in Bank OZK, indicating continued confidence.
- The filing confirms the investment is for ordinary course business purposes, not for activist intentions, which can provide stability.
Negatives
- The filing itself does not contain information that would be considered negative regarding Bank OZK's performance or outlook.
Risks
- The filing does not detail specific risks related to Bank OZK's operations or financial health; it is a disclosure of beneficial ownership.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding Bank OZK's future performance or outlook.
Industry Context
This filing indicates continued institutional interest in the banking sector, specifically in regional banks like Bank OZK, from a prominent investment adviser.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional ownership, potentially signaling confidence in the company.
- Management: Awareness of a large, passive institutional holder.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event requiring the filing of this statement, reflecting the beneficial ownership snapshot. |
| 11/13/2025 | Date the Schedule 13G Amendment No. 5 was signed and filed. |
Keywords
Bank OZK, Wasatch Advisors LP, Beneficial Ownership, Schedule 13G, Investment Adviser, Financial Services, Banking, Institutional Investor
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.