Запись по ценной бумаге · архивный квартал
BOKF
BOK Financial Corporation · Financial Services · Banks - Regional
100Отслеживаемые держатели
+8Δ держателей
13.40MАкций в держании
$1.72BОтчётная стоимость
+11Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.7% ·
поток акций -0.1% ·
новые чистые позиции +7.0%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 1.12M | -8.5% | $143.03M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 4 | State Street Global Advisors ✦ (пассивный) | 969.41K | +11.1% | $124.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 855.39K | n/a | $109.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 568.99K | n/a | $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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $768,616 | 0.0% | New | 1 | SEC ↗ |
| 67 | Marshall Wace ✦ | 5.60K | Новый | $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 | Новый | $406,975 | 0.0% | New | 1 | SEC ↗ |
| 80 | Amundi | 3.15K | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $206,305 | 0.0% | New | 1 | SEC ↗ |
| 92 | Universal- Beteiligungs- und… | 1.61K | Новый | $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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Jane Street Group, Llc | $3.11M | 0.0% |
| Millennium Management | $2.29M | 0.0% |
| Hsbc Holdings Plc | $1.16M | 0.0% |
| Mackenzie Financial Corp | $768,616 | 0.0% |
| Marshall Wace | $717,136 | 0.0% |
| Tudor Investment Corp Et Al | $406,975 | 0.0% |
| Amundi | $403,773 | 0.0% |
| State Of Wisconsin Investment… | $275,073 | 0.0% |
| Mitsubishi UFJ Trust &… | $266,365 | 0.0% |
| Baird Financial Group, Inc. | $206,305 | 0.0% |
| Universal- Beteiligungs- und… | $206,177 | 0.0% |
Закрыто
| Norges Bank | $32.76M | составлял 0.0% |
| Renaissance Technologies | $2.32M | составлял 0.0% |
| Bridgewater Associates | $1.54M | составлял 0.0% |
| Daiwa Securities Group Inc. | $37,000 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 284 держатели, 21.34M акции, $2.68B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 11
BANGERT STEVEN
Director · 1.25K акц. · $179,950
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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