OAKC (Oakworth Capital) Institutional Ownership: 8.62% (As of Aug. 26, 2026)

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Director of Data and Quant Analytics at GuruFocus
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OAKC Oakworth Capital Inc OAKC
68 GF Score
Price $42.00
GF Value $40.54
Valuation Fairly Valued
! 2 Warning Signs
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What is Oakworth Capital Institutional Ownership?

Oakworth Capital OAKC 68 Institutional Ownership is 8.62% as of Aug. 26, 2026. GuruFocus rates OAKC with a GF Score™ of 68/100 and a GF Value™ of $40.54 (Fairly Valued). The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Oakworth Capital's institutional ownership is 8.62%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Oakworth Capital's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Oakworth Capital's Float Percentage Of Total Shares Outstanding is 0.00%.

Oakworth Capital Institutional Ownership Historical Data

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The historical data trend for Oakworth Capital's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Oakworth Capital Institutional Ownership Chart

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Oakworth Capital Quarterly Data
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OAKC
68GF Score
Oakworth Capital Inc OAKC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Oakworth Capital Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 8.62% mean?
Oakworth Capital (OAKC) has a Institutional Ownership of 8.62% as of Aug. 26, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Oakworth Capital and its competitors.
Is Oakworth Capital's Institutional Ownership too high?
Oakworth Capital's current Institutional Ownership is 8.62%. Overall, Oakworth Capital has a GF Score™ of 68/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Oakworth Capital's Institutional Ownership compare to OVBC and SOME?
Oakworth Capital's Institutional Ownership of 8.62% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Oakworth Capital and its competitors. Oakworth Capital's current Institutional Ownership is 8.62%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oakworth Capital stock overvalued right now?
Based on GuruFocus' analysis, Oakworth Capital (OAKC) is currently considered Fairly Valued. The stock's GF Value™ is $40.54, compared to a current price of $42.00 — trading 3.6% above its estimated fair value. The current Institutional Ownership is 8.62%. Oakworth Capital's overall GF Score™ is 68/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Oakworth Capital (OAKC), the current Institutional Ownership is 8.62% as of Aug. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oakworth Capital (OAKC) Overvalued in 2026?

Based on GuruFocus' analysis, Oakworth Capital stock appears to be overvalued. The current stock price of $42.00 is trading 3.6% above its estimated GF Value™ of $40.54. GuruFocus considers Oakworth Capital to be Fairly Valued.

Key valuation signals for OAKC:

  • Institutional Ownership: 8.62%
  • GF Value™: $40.54 vs. price of $42.00 (3.6% above fair value)
  • GF Score™: 68/100 with 2 warning signs

No single metric tells the full story. See the OAKC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Oakworth Capital Business Description

Address 850 Shades Creek Parkway, Suite 200, Mountain Brook, Birmingham, AL, USA, 35209
Oakworth Capital Inc is a bank holding company. Through its banking subsidiary, it provides a full range of banking services in its primary market areas of Jefferson and Mobile Counties, Alabama, Davidson and Williamson Counties, Tennessee, and Mecklenburg County, North Carolina, as well as the surrounding areas. Additionally, the group also offers wealth management and advisory services related to retirement planning, philanthropic strategies, risk assessment, and generational planning.
68GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$42.00
Price
$40.54
GF Value