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Security record · archived quarter

BOKF

BOK Financial Corporation · Financial Services · Banks - Regional

123.06 -1.3% mkt cap $7.48B quote delayed (FMP) · as of Oct 14 22:09 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
100Tracked holders
+8Δ holders
13.40MShares held
$1.72BReported value
+11New positions
−4Exits
Rising Conviction score 46/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.7% · share flow -0.1% · net new positions +7.0% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 —
Q1 2025 11 -1 2.74M $284.86M — −1
Q4 2024 12 -2 2.40M $255.70M — −2
Q3 2024 13 0 1.71M $179.19M +1 −1
Q2 2024 13 — 1.60M $146.12M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dimensional Fund Advisors Lp 2.71M +1.3% $346.84M 0.1% ▲ Add 2 SEC ↗ ×5
2 Fidelity (FMR) ✦ 1.42M -18.6% $181.61M 0.0% ▼ Trim 4 SEC ↗ ×5
3 BlackRock ✦ (passive) 1.12M -8.5% $143.03M 0.0% ▼ Trim 4 SEC ↗ ×17
4 State Street Global Advisors ✦ (passive) 969.41K +11.1% $124.14M 0.0% ▲ Add 6 SEC ↗
5 Vanguard Capital Management Llc 855.39K — $109.54M 0.0% n/c 1 SEC ↗
6 CIBC Bancorp USA Inc. 568.99K — $72.87M 0.1% n/c 1 SEC ↗ ×3
7 Cibc World Market Inc. 423.70K -53.4% $54.26M 0.1% ▼ Trim 2 SEC ↗
8 Two Sigma Investments ✦ 417.13K +50.4% $53.42M 0.0% ▲ Add 8 SEC ↗
9 Geode Capital Management ✦ (passive) 403.34K -4.8% $51.67M 0.0% ▼ Trim 8 SEC ↗ ×2
10 AQR Capital Management ✦ 386.30K +1.5% $49.10M 0.0% ▲ Add 8 SEC ↗ ×7
11 First Trust Advisors Lp 332.45K -24.7% $42.57M 0.0% ▼ Trim 2 SEC ↗
12 Victory Capital Management Inc 272.38K +23.0% $34.88M 0.0% ▲ Add 2 SEC ↗
13 BNP Paribas Asset Management… 245.69K -3.1% $31.46M 0.0% ▼ Trim 2 SEC ↗ ×2
14 Morgan Stanley ✦ 243.33K +3.5% $31.16M 0.0% ▲ Add 3 SEC ↗ ×15
15 Allspring Global Investments… 230.15K -8.0% $29.48M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Charles Schwab Investment… 220.98K +0.7% $28.30M 0.0% ▲ Add 2 SEC ↗
17 Goldman Sachs Group ✦ 215.59K +207.3% $27.61M 0.0% ▲ Add 3 SEC ↗ ×3
18 Blair William & Co/Il 195.22K 0.0% $25.00M 0.1% ▲ Add 2 SEC ↗
19 UBS Group AG 193.39K +55.7% $24.77M 0.0% ▲ Add 2 SEC ↗ ×3
20 Bank of New York Mellon Corp 163.30K +1.8% $20.91M 0.0% ▲ Add 2 SEC ↗ ×7
21 Citadel Advisors ✦ 153.20K +316.6% $19.62M 0.0% ▲ Add 8 SEC ↗ ×2
22 Northern Trust Corp 142.92K -0.9% $18.30M 0.0% ▼ Trim 2 SEC ↗ ×5
23 Bank Of America Corp /De/ 139.91K +135.8% $17.92M 0.0% ▲ Add 2 SEC ↗ ×4
24 Hrt Financial Lp 138.02K +1148.9% $17.67M 0.0% ▲ Add 2 SEC ↗
25 Squarepoint Ops LLC 85.59K +220.7% $10.96M 0.0% ▲ Add 2 SEC ↗
26 Quantinno Capital Management LP 81.91K +22.0% $10.49M 0.0% ▲ Add 2 SEC ↗
27 UBS AM, a distinct business unit of… 79.38K +1.6% $10.17M 0.0% ▲ Add 2 SEC ↗ ×9
28 D. E. Shaw & Co. ✦ 74.83K +85.4% $9.58M 0.0% ▲ Add 8 SEC ↗
29 Barclays Plc 71.17K +56.9% $9.11M 0.0% ▲ Add 2 SEC ↗ ×3
30 Invesco Ltd. 61.25K -17.5% $7.84M 0.0% ▼ Trim 2 SEC ↗ ×6
31 Bnp Paribas Financial Markets 48.10K +754.2% $6.16M 0.0% ▲ Add 2 SEC ↗
32 Balyasny Asset Management L.P. 46.64K +19.2% $5.97M 0.0% ▲ Add 2 SEC ↗
33 Citigroup Inc 46.37K +8.5% $5.94M 0.0% ▲ Add 2 SEC ↗ ×2
34 FIL Ltd 45.00K 0.0% $5.76M 0.0% Held 2 SEC ↗
35 Swiss National Bank 43.97K 0.0% $5.63M 0.0% Held 2 SEC ↗
36 Susquehanna International Group, Llp 36.44K +43.8% $4.67M 0.0% ▲ Add 2 SEC ↗
37 Nuveen, LLC 33.90K +5.8% $4.34M 0.0% ▲ Add 2 SEC ↗ ×2
38 Wells Fargo & Company/Mn 33.69K -14.8% $4.31M 0.0% ▼ Trim 2 SEC ↗ ×4
39 California State Teachers… 30.95K +48.0% $3.96M 0.0% ▲ Add 2 SEC ↗
40 Rhumbline Advisers 24.48K -5.7% $3.13M 0.0% ▼ Trim 2 SEC ↗
41 Jane Street Group, Llc 24.25K New $3.11M 0.0% New 1 SEC ↗ ×2
42 Sei Investments Co 20.21K +3.5% $2.59M 0.0% ▲ Add 2 SEC ↗ ×2
43 T. Rowe Price ✦ 17.98K -2.6% $2.30M 0.0% ▼ Trim 8 SEC ↗
44 Millennium Management ✦ 17.90K New $2.29M 0.0% New 1 SEC ↗
45 JPMorgan Chase ✦ 18.29K +8.7% $2.29M 0.0% ▲ Add 3 SEC ↗ ×6
46 Allianz Asset Management GmbH 17.75K +207.0% $2.27M 0.0% ▲ Add 2 SEC ↗
47 Envestnet Asset Management Inc 17.41K +140.0% $2.23M 0.0% ▲ Add 2 SEC ↗
48 Legal & General Group Plc 15.69K -22.6% $2.01M 0.0% ▼ Trim 2 SEC ↗ ×3
49 Point72 Asset Management ✦ 13.48K +42.0% $1.73M 0.0% ▲ Add 3 SEC ↗
50 Creative Planning 12.98K +31.1% $1.66M 0.0% ▲ Add 2 SEC ↗
51 American Century Companies Inc 12.91K +2.2% $1.65M 0.0% ▲ Add 2 SEC ↗
52 State Board Of Administration Of… 12.62K 0.0% $1.62M 0.0% Held 2 SEC ↗
53 Man Group plc 11.96K +16.1% $1.53M 0.0% ▲ Add 2 SEC ↗
54 New York State Common Retirement… 10.75K 0.0% $1.38M 0.0% Held 2 SEC ↗
55 Russell Investments Group, Ltd. 9.49K -80.9% $1.21M 0.0% ▼ Trim 2 SEC ↗ ×8
56 Janus Henderson Group Plc 9.46K 0.0% $1.21M 0.0% Held 2 SEC ↗
57 Hsbc Holdings Plc 9.02K New $1.16M 0.0% New 1 SEC ↗ ×3
58 Capstone Investment Advisors, Llc 8.78K -32.2% $1.12M 0.0% ▼ Trim 2 SEC ↗
59 Alliancebernstein L.P. 9.05K -8.6% $1.07M 0.0% ▼ Trim 2 SEC ↗
60 Focus Partners Wealth 8.32K +39.8% $1.07M 0.0% ▲ Add 2 SEC ↗
61 Arrowstreet Capital ✦ 7.64K -86.6% $978,378 0.0% ▼ Trim 4 SEC ↗
62 HighTower Advisors, LLC 7.08K -3.1% $907,318 0.0% ▼ Trim 2 SEC ↗
63 Neuberger Berman Group LLC 6.67K -1.8% $854,544 0.0% ▼ Trim 2 SEC ↗ ×2
64 Manufacturers Life Insurance… 6.57K -2.2% $841,482 0.0% ▼ Trim 2 SEC ↗
65 Zurcher Kantonalbank (Zurich… 6.46K +14.9% $827,011 0.0% ▲ Add 2 SEC ↗
66 Mackenzie Financial Corp 6.00K New $768,616 0.0% New 1 SEC ↗
67 Marshall Wace ✦ 5.60K New $717,136 0.0% New 1 SEC ↗
68 Ameriprise Financial Inc 5.52K -8.7% $706,891 0.0% ▼ Trim 2 SEC ↗ ×2
69 Royal Bank Of Canada 5.11K +133.5% $654,000 0.0% ▲ Add 2 SEC ↗ ×4
70 Mercer Global Advisors Inc /Adv 4.60K +9.9% $588,641 0.0% ▲ Add 2 SEC ↗
71 Tidal Investments LLC 4.45K +2.6% $569,355 0.0% ▲ Add 2 SEC ↗ ×2
72 Raymond James Financial Inc 4.41K -0.7% $564,232 0.0% ▼ Trim 2 SEC ↗ ×2
73 Gotham Asset Management ✦ 4.32K -0.1% $553,219 0.0% ▼ Trim 8 SEC ↗
74 Pictet Asset Management Holding SA 4.12K +11.4% $527,351 0.0% ▲ Add 2 SEC ↗
75 Captrust Financial Advisors 3.81K +115.7% $487,268 0.0% ▲ Add 2 SEC ↗
76 Corient Private Wealth LP 3.69K -27.4% $458,087 0.0% ▼ Trim 2 SEC ↗
77 Pnc Financial Services Group, Inc. 3.36K +0.3% $430,025 0.0% ▲ Add 2 SEC ↗ ×3
78 LPL Financial LLC 3.32K +15.1% $424,752 0.0% ▲ Add 2 SEC ↗
79 Tudor Investment Corp Et Al 3.18K New $406,975 0.0% New 1 SEC ↗
80 Amundi 3.15K New $403,773 0.0% New 1 SEC ↗
81 Mml Investors Services, Llc 2.94K +24.1% $376,240 0.0% ▲ Add 2 SEC ↗
82 State Of Wisconsin Investment Board 2.15K New $275,073 0.0% New 1 SEC ↗
83 Deutsche Bank Ag\ 2.14K +4.1% $274,048 0.0% ▲ Add 2 SEC ↗ ×3
84 Stifel Financial Corp 2.11K -9.5% $270,720 0.0% ▼ Trim 2 SEC ↗ ×3
85 Cerity Partners LLC 2.11K +12.2% $270,476 0.0% ▲ Add 2 SEC ↗
86 CIBC Asset Management Inc 2.08K 0.0% $266,493 0.0% Held 2 SEC ↗
87 Mitsubishi UFJ Trust & Banking Corp 2.08K New $266,365 0.0% New 1 SEC ↗
88 Wealth Enhancement Advisory… 2.02K +2.9% $259,480 0.0% ▲ Add 2 SEC ↗
89 Rockefeller Capital Management L.P. 1.93K -19.9% $247,425 0.0% ▼ Trim 2 SEC ↗ ×3
90 Bank Of Montreal /Can/ 1.74K -12.4% $222,568 0.0% ▼ Trim 2 SEC ↗ ×4
91 Baird Financial Group, Inc. 1.61K New $206,305 0.0% New 1 SEC ↗
92 Universal- Beteiligungs- und… 1.61K New $206,177 0.0% New 1 SEC ↗
93 Us Bancorp \De\ 1.53K +5.2% $195,548 0.0% ▲ Add 2 SEC ↗ ×2
94 Cwm, Llc 1.25K +12.3% $160,203 0.0% ▲ Add 2 SEC ↗
95 Osaic Holdings, Inc. 1.23K +10.2% $157,641 0.0% ▲ Add 2 SEC ↗
96 Fifth Third Bancorp 287 +2291.7% $36,724 0.0% ▲ Add 2 SEC ↗
97 Nomura Asset Management Co Ltd 230 0.0% $29,454 0.0% Held 2 SEC ↗
98 Northwestern Mutual Wealth… 185 0.0% $23,691 0.0% Held 2 SEC ↗
99 Jones Financial Companies Lllp 72 0.0% $8,971 0.0% Held 2 SEC ↗
100 Assetmark, Inc 5 0.0% $640 0.0% Held 2 SEC ↗

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

New buyers

Exited

Norges Bank $32.76M was 0.0%
Renaissance Technologies $2.32M was 0.0%
Bridgewater Associates $1.54M was 0.0%
Daiwa Securities Group Inc. $37,000 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: Q1 2026 · Methodology · Get this via the API