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Security record · archived quarter

BOKF

BOK Financial Corporation · Financial Services · Banks - Regional

122.86 -1.6% mkt cap $7.47B quote delayed (FMP) · as of Oct 19 22:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
92Tracked holders
-1Δ holders
14.57MShares held
$1.73BReported value
+1New positions
−1Exits
Stable Conviction score 52/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.1% · share flow +1.4% · net new positions 0.0% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 7.99K $1.01M n/a n/a
Q2 2026 97 +1 13.50M $1.87B +7 −7
Q1 2026 100 +8 13.40M $1.72B +11 −4
Q4 2025 92 -1 14.57M $1.73B +1 −1
Q3 2025 19 +2 7.54M $840.00M +2 −1
Q2 2025 15 +1 7.38M $720.89M +1 n/a
Q1 2025 11 -1 2.74M $284.86M n/a −1
Q4 2024 12 -2 2.40M $255.70M n/a −2
Q3 2024 13 0 1.71M $179.19M +1 −1
Q2 2024 13 n/a 1.60M $146.12M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dimensional Fund Advisors Lp 2.67M n/a $316.73M 0.1% n/c 1 SEC ↗ ×5
2 The Vanguard Group ✦ (passive) 2.30M -1.2% $272.18M 0.0% ▼ Trim 3 SEC ↗ ×5
3 Fidelity (FMR) ✦ 1.74M +25.2% $206.47M 0.0% ▲ Add 3 SEC ↗ ×5
4 BlackRock ✦ (passive) 1.22M +8.9% $144.53M 0.0% ▲ Add 3 SEC ↗ ×17
5 Cibc World Market Inc. 908.80K n/a $107.66M 0.2% n/c 1 SEC ↗
6 State Street Global Advisors ✦ (passive) 872.65K +5.3% $103.37M 0.0% ▲ Add 5 SEC ↗
7 First Trust Advisors Lp 441.49K n/a $52.30M 0.0% n/c 1 SEC ↗
8 Geode Capital Management ✦ (passive) 423.54K +1.2% $50.18M 0.0% ▲ Add 7 SEC ↗ ×2
9 AQR Capital Management ✦ 380.66K -9.5% $45.09M 0.0% ▼ Trim 7 SEC ↗ ×6
10 Two Sigma Investments ✦ 277.36K +91.6% $32.86M 0.1% ▲ Add 7 SEC ↗
11 Norges Bank ✦ (passive) 276.51K New $32.76M 0.0% New 1 SEC ↗
12 BNP Paribas Asset Management… 253.61K n/a $30.04M 0.0% n/c 1 SEC ↗ ×2
13 Allspring Global Investments… 250.16K n/a $29.69M 0.0% n/c 1 SEC ↗ ×2
14 Morgan Stanley ✦ 235.10K +27.9% $27.85M 0.0% ▲ Add 2 SEC ↗ ×15
15 Victory Capital Management Inc 221.46K n/a $26.23M 0.0% n/c 1 SEC ↗
16 Charles Schwab Investment… 219.49K n/a $26.00M 0.0% n/c 1 SEC ↗
17 Blair William & Co/Il 195.18K n/a $23.12M 0.1% n/c 1 SEC ↗
18 Bank of New York Mellon Corp 160.39K n/a $19.00M 0.0% n/c 1 SEC ↗ ×7
19 Northern Trust Corp 144.24K n/a $17.09M 0.0% n/c 1 SEC ↗ ×5
20 UBS Group AG 124.24K n/a $14.72M 0.0% n/c 1 SEC ↗ ×4
21 UBS AM, a distinct business unit of… 78.14K n/a $9.26M 0.0% n/c 1 SEC ↗ ×9
22 Invesco Ltd. 74.28K n/a $8.80M 0.0% n/c 1 SEC ↗ ×6
23 Goldman Sachs Group ✦ 70.16K -8.5% $8.31M 0.0% ▼ Trim 2 SEC ↗ ×2
24 Quantinno Capital Management LP 67.14K n/a $7.95M 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 59.33K n/a $7.03M 0.0% n/c 1 SEC ↗ ×8
26 Arrowstreet Capital ✦ 57.00K -9.2% $6.75M 0.0% ▼ Trim 3 SEC ↗
27 Russell Investments Group, Ltd. 49.57K n/a $5.87M 0.0% n/c 1 SEC ↗ ×11
28 Barclays Plc 45.37K n/a $5.37M 0.0% n/c 1 SEC ↗ ×2
29 FIL Ltd 45.00K n/a $5.33M 0.0% n/c 1 SEC ↗
30 Swiss National Bank 43.97K n/a $5.21M 0.0% n/c 1 SEC ↗
31 Citigroup Inc 42.74K n/a $5.06M 0.0% n/c 1 SEC ↗ ×3
32 D. E. Shaw & Co. ✦ 40.37K +7.5% $4.78M 0.0% ▲ Add 7 SEC ↗
33 Wells Fargo & Company/Mn 39.56K n/a $4.69M 0.0% n/c 1 SEC ↗ ×4
34 Balyasny Asset Management L.P. 39.12K n/a $4.63M 0.0% n/c 1 SEC ↗
35 Citadel Advisors ✦ 36.77K -83.8% $4.36M 0.0% ▼ Trim 7 SEC ↗
36 Nuveen, LLC 32.04K n/a $3.80M 0.0% n/c 1 SEC ↗ ×2
37 Squarepoint Ops LLC 26.69K n/a $3.16M 0.0% n/c 1 SEC ↗
38 Rhumbline Advisers 25.96K n/a $3.07M 0.0% n/c 1 SEC ↗
39 Susquehanna International Group, Llp 25.35K n/a $3.00M 0.0% n/c 1 SEC ↗
40 California State Teachers… 20.91K n/a $2.48M 0.0% n/c 1 SEC ↗
41 Legal & General Group Plc 20.28K n/a $2.40M 0.0% n/c 1 SEC ↗ ×3
42 Renaissance Technologies ✦ 19.58K -52.6% $2.32M 0.0% ▼ Trim 7 SEC ↗
43 Sei Investments Co 19.53K n/a $2.31M 0.0% n/c 1 SEC ↗ ×2
44 T. Rowe Price ✦ 18.46K +1.3% $2.19M 0.0% ▲ Add 7 SEC ↗
45 JPMorgan Chase ✦ 16.83K -54.0% $1.99M 0.0% ▼ Trim 2 SEC ↗ ×5
46 Bridgewater Associates ✦ 13.01K -73.2% $1.54M 0.0% ▼ Trim 2 SEC ↗
47 Capstone Investment Advisors, Llc 12.96K n/a $1.54M 0.0% n/c 1 SEC ↗
48 American Century Companies Inc 12.63K n/a $1.50M 0.0% n/c 1 SEC ↗
49 State Board Of Administration Of… 12.62K n/a $1.49M 0.0% n/c 1 SEC ↗
50 Hrt Financial Lp 11.05K n/a $1.31M 0.0% n/c 1 SEC ↗
51 New York State Common Retirement… 10.75K n/a $1.27M 0.0% n/c 1 SEC ↗
52 Man Group plc 10.30K n/a $1.22M 0.0% n/c 1 SEC ↗
53 Creative Planning 9.90K n/a $1.17M 0.0% n/c 1 SEC ↗
54 Alliancebernstein L.P. 9.89K n/a $1.17M 0.0% n/c 1 SEC ↗
55 Point72 Asset Management ✦ 9.49K -92.7% $1.12M 0.0% ▼ Trim 2 SEC ↗
56 Janus Henderson Group Plc 9.46K n/a $1.12M 0.0% n/c 1 SEC ↗
57 HighTower Advisors, LLC 7.32K n/a $866,547 0.0% n/c 1 SEC ↗
58 Envestnet Asset Management Inc 7.25K n/a $859,299 0.0% n/c 1 SEC ↗
59 Neuberger Berman Group LLC 6.79K n/a $804,817 0.0% n/c 1 SEC ↗ ×2
60 Manufacturers Life Insurance… 6.72K n/a $795,696 0.0% n/c 1 SEC ↗
61 Ameriprise Financial Inc 6.04K n/a $716,091 0.0% n/c 1 SEC ↗ ×2
62 Focus Partners Wealth 5.95K n/a $704,837 0.0% n/c 1 SEC ↗
63 Allianz Asset Management GmbH 5.78K n/a $684,936 0.0% n/c 1 SEC ↗
64 Bnp Paribas Financial Markets 5.63K n/a $667,048 0.0% n/c 1 SEC ↗
65 Zurcher Kantonalbank (Zurich… 5.62K n/a $665,864 0.0% n/c 1 SEC ↗
66 Corient Private Wealth LP 5.08K n/a $601,544 0.0% n/c 1 SEC ↗ ×2
67 Raymond James Financial Inc 4.44K n/a $525,607 0.0% n/c 1 SEC ↗ ×2
68 Tidal Investments LLC 4.33K n/a $513,406 0.0% n/c 1 SEC ↗ ×2
69 Gotham Asset Management ✦ 4.32K -0.4% $512,103 0.0% ▼ Trim 7 SEC ↗
70 Mercer Global Advisors Inc /Adv 4.18K n/a $495,472 0.0% n/c 1 SEC ↗
71 Pictet Asset Management Holding SA 3.70K n/a $437,828 0.0% n/c 1 SEC ↗
72 Pnc Financial Services Group, Inc. 3.35K n/a $396,722 0.0% n/c 1 SEC ↗ ×3
73 LPL Financial LLC 2.88K n/a $341,431 0.0% n/c 1 SEC ↗
74 Rockefeller Capital Management L.P. 2.41K n/a $285,706 0.0% n/c 1 SEC ↗
75 Mml Investors Services, Llc 2.37K n/a $280,513 0.0% n/c 1 SEC ↗
76 Stifel Financial Corp 2.34K n/a $276,725 0.0% n/c 1 SEC ↗ ×3
77 Royal Bank Of Canada 2.19K n/a $259,000 0.0% n/c 1 SEC ↗ ×4
78 CIBC Asset Management Inc 2.08K n/a $246,515 0.0% n/c 1 SEC ↗
79 Deutsche Bank Ag\ 2.06K n/a $243,435 0.0% n/c 1 SEC ↗ ×3
80 Wealth Enhancement Advisory… 1.96K n/a $239,760 0.0% n/c 1 SEC ↗
81 Bank Of Montreal /Can/ 1.98K n/a $235,025 0.0% n/c 1 SEC ↗ ×4
82 Cerity Partners LLC 1.88K n/a $223,060 0.0% n/c 1 SEC ↗ ×2
83 Captrust Financial Advisors 1.76K n/a $208,963 0.0% n/c 1 SEC ↗
84 Us Bancorp \De\ 1.45K n/a $172,004 0.0% n/c 1 SEC ↗ ×2
85 Osaic Holdings, Inc. 1.11K n/a $132,445 0.0% n/c 1 SEC ↗
86 Cwm, Llc 1.11K n/a $132,000 0.0% n/c 1 SEC ↗
87 Daiwa Securities Group Inc. 310 n/a $37,000 0.0% n/c 1 SEC ↗
88 Nomura Asset Management Co Ltd 230 n/a $27,246 0.0% n/c 1 SEC ↗
89 Northwestern Mutual Wealth… 185 n/a $21,915 0.0% n/c 1 SEC ↗
90 Jones Financial Companies Lllp 72 n/a $8,529 0.0% n/c 1 SEC ↗
91 Fifth Third Bancorp 12 n/a $1,422 0.0% n/c 1 SEC ↗
92 Assetmark, Inc 5 n/a $592 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $32.76M 0.0%

Exited

Millennium Management $2.21M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 284 holders, 21.34M shares, $2.68B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 BANGERT STEVEN

Director · 1.25K sh · $179,950

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API