Bok FinancialBOKF

13F holders, Q3 2024 (September 30)
234holders +15
35new positions
21sold out
8famous investors
$104.60avg. 13F price*

At the end of Q3 2024, 234 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, up 15 from Q2 2024. 35 opened new positions and 21 sold out. The largest holders were George Kaiser Family Foundation ($351.7M), Vanguard Group Inc. ($254.7M) and Dimensional Fund Advisors LP ($237.9M). 8 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bok Financial Corporation
CUSIP
05561Q201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 202Q1 2024Q2 2024: 219Q2 2024Q3 2024: 234Q3 2024Q4 2024: 255Q4 2024Q1 2025: 243Q1 2025Q2 2025: 246Q2 2025Q3 2025: 251Q3 2025Q4 2025: 253Q4 2025Q1 2026: 292Q1 2026Q2 2026: 305Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions35$11.3M
Exits21$29.8M

All 13F filers, Q2 2024 → Q3 2024: 1,282,160 shares bought and 1,876,560 shares sold, net −594,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

George Kaiser Family Foundation 53.75% No change 3,361,707 $351.7M
Vanguard Group Inc. 0.00% Reduce -5.1% 2,434,124 $254.7M
Dimensional Fund Advisors LP 0.06% Add +4.5% 2,273,615 $237.9M
Ariel Investments 1.99% Reduce -2.9% 1,859,790 $194.6M
FMR LLC 0.01% Reduce -0.1% 1,600,334 $167.4M
Cibc World Markets Corp. 0.90% No change 1,179,958 $123.4M
BlackRock, Inc. 0.00% — 1,124,954 $117.7M
Cibc World Market Inc. 0.25% Add +88.2% 1,067,000 $111.6M
State Street Corp. 0.00% Reduce -4.2% 822,398 $86.0M
Citadel Advisors 0.05% Add +21.9% 407,207 $42.6M
Geode Capital Management, LLC 0.00% Reduce -10.3% 405,542 $42.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Reduce -43.9% 335,086 $35.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -11.3% 239,193 $25.0M
AQR Capital Management 0.03% Add +28.5% 230,287 $24.0M
Jacobs Levy Equity Management, Inc. 0.09% Add +28.0% 223,745 $23.4M
Bank of New York Mellon Corp 0.00% Reduce -4.0% 220,702 $23.1M
Allspring Global Investments Holdings, LLC 0.04% Reduce -0.2% 218,098 $22.8M
Millennium Management 0.02% Add +1432.1% 195,359 $20.4M
Blair William & Co. 0.06% No change 195,170 $20.4M
Norges Bank 0.00% No change 185,115 $19.4M
Goldman Sachs Group Inc. 0.00% Reduce -3.1% 142,227 $14.9M
Northern Trust Corp. 0.00% Reduce -14.0% 138,112 $14.4M
Point72 Asset Management 0.05% Add +55.6% 136,833 $14.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +7.8% 136,091 $14.2M
Morgan Stanley 0.00% Reduce -13.6% 132,010 $13.8M
Cambiar Investors LLC 0.52% Reduce -1.2% 129,845 $13.6M
Avenir Corp. 1.34% No change 126,850 $13.3M
Bokf, NA 0.23% Reduce -80.7% 129,964 $13.2M
Reinhart Partners, Llc. 0.48% Reduce -9.5% 121,892 $12.8M
First Trust Advisors LP 0.01% Reduce -20.6% 104,562 $10.9M
Wells Fargo & Company 0.00% Reduce -4.0% 86,121 $9.0M
Ameriprise Financial Inc. 0.00% Reduce -36.2% 84,432 $8.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.7% 82,609 $8.6M
HRT Financial LP 0.03% Add +125.5% 59,337 $6.2M
Swiss National Bank 0.00% Reduce -1.1% 56,674 $5.9M
Russell Investments Group, Ltd. 0.01% Add +16.3% 56,537 $5.9M
Royce & Associates LP 0.05% Reduce -13.7% 56,152 $5.9M
Prescott Group Capital Management, L.L.C. 0.81% Reduce -10.3% 53,493 $5.6M
Nuveen Asset Management, LLC 0.00% Reduce -40.8% 52,850 $5.5M
D. E. Shaw & Co. 0.01% Reduce -27.4% 48,326 $5.1M
Jane Street Group, LLC 0.01% Add +309.8% 44,561 $4.7M
Bank of America Corp. 0.00% Reduce -21.5% 44,206 $4.6M
Invesco Ltd. 0.00% Reduce -51.4% 43,077 $4.5M
Two Sigma Investments, LP 0.01% Add +30.2% 39,776 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +28.8% 39,036 $4.1M
Palisade Capital Management, LP 0.11% Add +3.9% 35,306 $3.7M
Rafferty Asset Management, LLC 0.01% Reduce -29.3% 32,145 $3.4M
Rhumbline Advisers 0.00% Add +3.5% 30,366 $3.2M
Legal & General Group Plc 0.00% Add +2.7% 28,147 $2.9M
California State Teachers Retirement System 0.00% Reduce -3.3% 27,015 $2.8M
Algert Global LLC 0.07% Reduce -38.5% 26,593 $2.8M
UBS Group AG 0.00% Reduce -2.4% 22,859 $2.4M
Citigroup Inc. 0.00% Reduce -27.5% 22,623 $2.4M
Envestnet Asset Management Inc. 0.00% Add +1.5% 22,092 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -17.6% 21,687 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -41.7% 21,473 $2.2M
Sei Investments Co. 0.00% Add +2.7% 21,158 $2.2M
Cubist Systematic Strategies, LLC 0.03% New 20,224 $2.1M
Barclays PLC 0.00% Reduce -41.7% 20,047 $2.1M
STRS Ohio 0.01% Add +3.6% 19,553 $2.0M
Polaris Capital Management, LLC 0.10% Add +6.6% 19,464 $2.0M
VELA Investment Management, LLC 0.66% No change 18,542 $1.9M
AlphaQuest LLC 0.17% New 18,383 $1.9M
Two Sigma Advisers, LP 0.00% Add +23.1% 18,183 $1.9M
Martin & Co. Inc. 0.45% Reduce -1.1% 18,160 $1.9M
Deutsche Bank AG 0.00% Add +1316.4% 17,719 $1.9M
Wolverine Asset Management LLC 0.18% Add +29.9% 16,962 $1.8M
Edgestream Partners, L.P. 0.08% Reduce -56.0% 16,473 $1.7M
Susquehanna Portfolio Strategies, LLC 0.11% No change 15,112 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.4% 14,121 $1.5M
T. Rowe Price Associates Inc. 0.00% Add +2.1% 13,917 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 13,753 $1.4M
Janus Henderson Group PLC 0.00% No change 13,460 $1.4M
Voloridge Investment Management, LLC 0.01% Reduce -52.2% 13,375 $1.4M
Savant Capital, LLC 0.01% Add +1.5% 13,235 $1.4M
Squarepoint Ops LLC 0.00% New 13,145 $1.4M
Avalon Advisory Group 0.62% No change 13,037 $1.4M
Balyasny Asset Management L.P. 0.00% Add +32.5% 13,026 $1.4M
New York State Common Retirement Fund 0.00% Reduce -15.2% 12,870 $1.3M
Creative Planning 0.00% Add +130.1% 11,946 $1.2M
Probity Advisors, Inc. 0.24% Reduce -1.1% 11,822 $1.2M
American Century Companies Inc. 0.00% Reduce -27.1% 11,705 $1.2M
Mariner, LLC 0.00% Add +13.9% 10,958 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% No change 10,815 $1.1M
Alaska Permanent Fund Corp 0.02% No change 10,461 $1.1M
Alliancebernstein L.P. 0.00% Reduce -0.2% 10,276 $1.1M
Treasurer of the State of North Carolina 0.00% Add +0.4% 9,912 $1.0M
Teacher Retirement System of Texas 0.00% Add +11.2% 9,160 $958K
Tidal Investments LLC 0.01% Add +1.7% 8,919 $933K
Public Employees Retirement System of Ohio 0.00% Reduce -4.6% 8,692 $909K
Trexquant Investment LP 0.01% New 8,663 $906K
Arizona State Retirement System 0.01% Add +2.7% 8,360 $875K
King Luther Capital Management Corp. 0.00% No change 8,225 $861K
Ensign Peak Advisors, Inc 0.00% No change 8,044 $842K
Readystate Asset Management LP 0.10% Add +44.7% 7,512 $786K
Neuberger Berman Group LLC 0.00% Reduce -3.6% 7,322 $766K
Illinois Municipal Retirement Fund 0.01% No change 7,168 $750K
Quantinno Capital Management LP 0.01% Add +70.6% 6,987 $731K
Nisa Investment Advisors, LLC 0.00% No change 6,910 $723K
Sanctuary Advisors, LLC 0.00% Reduce -3.2% 5,753 $676K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,198 $648K
Elk River Wealth Management LLC 0.12% Reduce -33.3% 6,094 $638K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.2% 6,027 $631K
Cowa, LLC 0.30% No change 6,022 $630K
Parallel Advisors, LLC 0.01% Add +0.0% 5,889 $616K
Handelsbanken Fonder AB 0.00% No change 5,872 $614K
Cerity Partners LLC 0.00% Add +167.8% 5,857 $613K
Pathstone Holdings, LLC 0.00% Add +14.2% 5,696 $596K
Renaissance Technologies 0.00% Reduce -74.0% 5,577 $583K
Resources Management Corp. /CT/ 0.08% No change 5,550 $581K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.6% 5,121 $536K
Gsa Capital Partners LLP 0.04% Add +10.3% 5,001 $523K
Victory Capital Management Inc. 0.00% Add +49.3% 4,989 $522K
Prudential Financial Inc. 0.00% Add +117.6% 4,860 $508K
BNP Paribas Financial Markets 0.00% Add +33.7% 4,781 $500K
Point72 (DIFC) Ltd 0.04% Add +206.0% 4,776 $500K
ExodusPoint Capital Management, LP 0.01% New 4,649 $486K
Westwood Holdings Group Inc. 0.00% No change 4,639 $485K
Gotham Asset Management 0.00% Reduce -0.4% 4,542 $475K
Jump Financial, LLC 0.01% New 4,526 $474K
Bank of Montreal 0.00% Reduce -78.7% 4,532 $473K
Quadrature Capital Ltd 0.01% New 4,512 $472K
Stifel Financial Corp. 0.00% Reduce -6.0% 4,385 $459K
Chilton Capital Management LLC 0.02% Add +0.5% 4,236 $443K
Centiva Capital, LP 0.02% New 4,204 $440K
Greenleaf Trust 0.00% Add +1.0% 4,087 $428K
Acadian Asset Management LLC 0.00% New 4,033 $421K
Tower Research Capital LLC (TRC) 0.01% Reduce -54.6% 4,010 $420K
Pictet Asset Management Holding SA 0.00% No change 3,992 $418K
XTX Topco Ltd 0.03% Add +9.6% 3,940 $412K
Schonfeld Strategic Advisors LLC 0.00% Reduce -39.8% 3,881 $406K
Focus Partners Wealth 0.00% Add +3.4% 3,754 $393K
Point72 Asia (Singapore) Pte. Ltd. 0.07% Add +742.2% 3,571 $374K
Cresset Asset Management, LLC 0.00% Add +27.8% 3,420 $358K
PDT Partners, LLC 0.03% Reduce -20.1% 3,320 $347K
O'shaughnessy Asset Management, LLC 0.00% Add +14.3% 3,065 $335K
Argent Financial Group, Inc. 0.04% — 3,167 $331K
Concurrent Investment Advisors, LLC 0.01% No change 3,153 $330K
LPL Financial LLC 0.00% Reduce -13.4% 3,134 $328K
Bleakley Financial Group, LLC 0.01% Add +31.6% 3,013 $315K
Paloma Partners Management Co 0.02% New 3,008 $315K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.8% 3,006 $314K
CANADA LIFE ASSURANCE Co 0.00% No change 2,952 $309K
Voya Investment Management LLC 0.00% Reduce -7.7% 2,952 $309K
PNC Financial Services Group, Inc. 0.00% No change 2,943 $308K
Commerce Bank 0.00% No change 2,821 $295K
Raymond James & Associates 0.00% No change 2,815 $295K
HighTower Advisors, LLC 0.00% Reduce -2.0% 2,812 $294K
Public Employees Retirement Association of Colorado 0.00% No change 2,791 $292K
Capital Advisors Inc. 0.01% Reduce -9.9% 2,625 $275K
Guggenheim Capital LLC 0.00% Reduce -39.4% 2,586 $271K
&partners 0.01% New 2,578 $270K
Ironwood Investment Counsel, LLC 0.04% No change 2,573 $269K
Royal Bank of Canada 0.00% Reduce -12.3% 2,563 $268K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -2.8% 2,532 $265K
State of Wisconsin Investment Board 0.00% No change 2,450 $256K
Marshall Wace, LLP 0.00% New 2,368 $248K
Everpar Advisors LLC 0.12% Reduce -0.1% 2,231 $233K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 2,198 $230K
Cannon Global Investment Management, LLC 0.53% New 2,100 $220K
Forum Financial Management, LP 0.00% New 2,060 $216K
LMR Partners LLP 0.01% New 2,012 $210K
MQS Management LLC 0.12% New 2,006 $210K
Hamilton Capital Partners Inc. 0.02% No change 2,000 $209K
CIBC Asset Management Inc 0.00% New 1,934 $202K
SageView Advisory Group, LLC 0.01% New 1,912 $200K
SG Americas Securities, LLC 0.00% New 1,729 $181K
Cwm, LLC 0.00% Add +211.8% 1,456 $152K
Fourpath Capital Management, LLC 0.03% New 1,356 $142K
Amalgamated Bank 0.00% Reduce -62.5% 1,206 $126K
Osaic Holdings, Inc. 0.00% Reduce -1.9% 1,095 $115K
US Bancorp \de 0.00% Reduce -3.8% 967 $101K
KBC Group NV 0.00% Add +25.4% 905 $95K
GHP Investment Advisors, Inc. 0.00% No change 875 $92K
Sterling Capital Management LLC 0.00% — 865 $90K
CI Investments Inc. 0.00% Add +10.3% 801 $84K
Catalyst Funds Management Pty Ltd 0.02% New 800 $84K
Group One Trading LLC 0.00% New 628 $66K
Olistico Wealth, LLC 0.03% No change 500 $52K
GAMMA Investing LLC 0.00% Add +6.6% 402 $42K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 397 $42K
First Horizon Advisors, Inc. 0.00% Add +11.0% 374 $39K
Comerica Bank 0.00% No change 333 $35K
Lindbrook Capital, LLC 0.00% No change 303 $32K
Venturi Wealth Management, LLC 0.00% Add +1.7% 296 $31K
Quent Capital, LLC 0.00% No change 284 $30K
Pinnacle Holdings, LLC 0.01% Reduce -19.3% 260 $27K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $24K
Wilmington Savings Fund Society, FSB 0.00% New 216 $23K
Quadrant Capital Group LLC 0.00% No change 208 $22K
Brooklyn Investment Group 0.01% New 199 $21K
Aster Capital Management (DIFC) Ltd 0.00% — 185 $19K
Arax Advisory Partners 0.00% No change 178 $19K
City State Bank 0.01% No change 176 $18K
True Wealth Design, LLC 0.01% New 169 $18K
Corebridge Financial, Inc. 0.00% Reduce -2.9% 169 $18K
Headlands Technologies LLC 0.00% New 168 $18K
Castleview Partners, LLC 0.01% Add +42.7% 157 $16K
Earned Wealth Advisors, LLC 0.00% New 150 $16K
CENTRAL TRUST Co 0.00% No change 150 $16K
IFP Advisors, Inc 0.00% New 142 $15K
Allworth Financial LP 0.00% Reduce -10.6% 127 $13K
Whittier Trust Co. 0.00% No change 122 $13K
Versant Capital Management, Inc 0.00% Add +84.6% 120 $13K
Harvest Fund Management Co., Ltd 0.00% New 107 $11K
Parkside Financial Bank & Trust 0.00% Add +63.5% 103 $11K
LRI Investments, LLC 0.00% No change 94 $11K
Mather Group, Llc. 0.00% No change 100 $10K
Smartleaf Asset Management LLC 0.00% Add +172.2% 98 $10K
Covestor Ltd 0.01% Reduce -68.9% 96 $10K
Hemington Wealth Management 0.00% New 100 $10K
Ranger Investment Management, L.P. 0.00% No change 93 $10K
Sachetta, LLC 0.00% No change 72 $8K
EverSource Wealth Advisors, LLC 0.00% Add +91.4% 67 $7K
Colonial Trust Advisors 0.00% No change 64 $7K
Blue Trust, Inc. 0.00% Add +757.1% 60 $5K
JFS Wealth Advisors, LLC 0.00% Add +20.5% 47 $5K
Huntington National Bank 0.00% No change 39 $4K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
Signaturefd, LLC 0.00% No change 24 $3K
Farther Finance Advisors, LLC 0.00% Add +35.3% 23 $2K
Private Wealth Management Group, LLC 0.00% No change 20 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.3% 17 $2K
SJS Investment Consulting Inc. 0.00% Add +7.1% 15 $2K
Principal Securities, Inc. 0.00% New 10 $1K
Capital Advisors, Ltd. LLC 0.00% No change 9 $1K
Private Trust Co. NA 0.00% No change 9 $942
GeoWealth Management, LLC 0.00% New 6 $628
Claris Advisors, LLC / Mo / 0.00% New 4 $418
Larson Financial Group LLC 0.00% Add +300.0% 4 $418
Bruce G. Allen Investments, LLC 0.00% No change 3 $314
Global Retirement Partners, LLC 0.00% Add +50.0% 3 $314
CoreCap Advisors, LLC 0.00% New 3 $314
TFC Financial Management, Inc. 0.00% No change 1 $105

"% of holder's portfolio" is BOKF's weight in each manager's 13F, not the share of Bok Financial Corporation the manager owns.