Mackenzie Financial Boosts Stake in Bank OZK

Investment firm increases ownership in regional bank by over 39%

Mar. 13, 2026 at 10:06am

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Mackenzie Financial Corp, an institutional investor, grew its stake in shares of Bank OZK (NASDAQ:OZK) by 39.2% in the 3rd quarter, according to a recent SEC filing. The firm now owns 788,819 shares of the company's stock, worth approximately $40.2 million.

Why it matters

This increase in ownership by a major institutional investor signals confidence in Bank OZK's performance and future growth prospects. As a regional commercial bank focused on commercial real estate lending, Bank OZK's financial results and stock price are closely watched by the investment community.

The details

Mackenzie Financial acquired an additional 222,157 shares of Bank OZK during the 3rd quarter, bringing its total position to 788,819 shares. This represents about 0.69% of the bank's outstanding stock. Other large investors have also been active in Bank OZK, with firms like Allianz Asset Management, Hussman Strategic Advisors, and JPMorgan Chase also adjusting their positions in recent quarters.

  • Mackenzie Financial increased its stake in Bank OZK during the 3rd quarter of 2026.

The players

Mackenzie Financial Corp

An institutional investment management firm that oversees over $200 billion in assets.

Bank OZK

A regional commercial bank headquartered in Little Rock, Arkansas that focuses on commercial real estate lending.

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The takeaway

Mackenzie Financial's increased stake in Bank OZK suggests the investment firm sees strong growth potential in the regional bank's commercial lending business and ability to generate consistent returns for shareholders.