Bok FinancialBOKF

13F holders, Q4 2024 (December 31)
255holders +21
39new positions
27sold out
8famous investors
$106.45avg. 13F price*

At the end of Q4 2024, 255 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, up 21 from Q3 2024. 39 opened new positions and 27 sold out. The largest holders were George Kaiser Family Foundation ($357.9M), Vanguard Group Inc. ($260.3M) and Dimensional Fund Advisors LP ($252.5M). 8 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions39$41.6M
Exits27$28.1M

All 13F filers, Q3 2024 → Q4 2024: 1,416,135 shares bought and 1,572,761 shares sold, net −156,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

George Kaiser Family Foundation 52.72% No change 3,361,707 $357.9M
Vanguard Group Inc. 0.00% Add +0.5% 2,445,542 $260.3M
Dimensional Fund Advisors LP 0.06% Add +4.3% 2,372,203 $252.5M
Ariel Investments 2.05% Reduce -3.1% 1,802,681 $191.9M
FMR LLC 0.01% Reduce -1.3% 1,578,984 $168.1M
BlackRock, Inc. 0.00% Add +10.3% 1,241,367 $132.1M
Cibc World Markets Corp. 0.69% Reduce -6.3% 1,105,807 $117.7M
State Street Corp. 0.00% Add +4.8% 861,451 $91.7M
Cibc World Market Inc. 0.20% Reduce -23.4% 817,000 $87.0M
AQR Capital Management 0.06% Add +80.0% 414,548 $44.1M
Geode Capital Management, LLC 0.00% Add +1.2% 410,570 $43.7M
Millennium Management 0.02% Add +29.4% 252,779 $26.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.5% 230,908 $24.6M
Jacobs Levy Equity Management, Inc. 0.09% Add +2.5% 229,336 $24.4M
Norges Bank 0.00% Add +19.3% 220,915 $23.5M
Allspring Global Investments Holdings, LLC 0.04% Add +0.2% 218,477 $23.3M
Freestone Grove Partners LP 0.27% — 204,224 $21.7M
Blair William & Co. 0.06% No change 195,170 $20.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +37.2% 186,677 $19.9M
Bank of New York Mellon Corp 0.00% Reduce -15.8% 185,901 $19.8M
First Trust Advisors LP 0.01% Add +51.7% 158,637 $16.9M
Citadel Advisors 0.02% Reduce -61.1% 158,253 $16.8M
Morgan Stanley 0.00% Add +19.2% 157,360 $16.8M
Northern Trust Corp. 0.00% Add +5.5% 145,717 $15.5M
UBS Group AG 0.00% Add +527.0% 143,327 $15.3M
Avenir Corp. 1.37% Reduce -0.9% 125,710 $13.4M
Bokf, NA 0.22% Reduce -4.2% 124,487 $13.0M
Cambiar Investors LLC 0.49% Reduce -11.4% 115,094 $12.3M
Goldman Sachs Group Inc. 0.00% Reduce -29.8% 99,809 $10.6M
Wells Fargo & Company 0.00% Add +3.5% 89,180 $9.5M
Ameriprise Financial Inc. 0.00% Reduce -4.5% 80,635 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.2% 79,114 $8.4M
Reinhart Partners, Llc. 0.32% Reduce -35.5% 78,596 $8.4M
Russell Investments Group, Ltd. 0.01% Add +4.4% 59,008 $6.3M
FIL Ltd 0.01% New 59,005 $6.3M
Raymond James Financial Inc. 0.00% — 57,664 $6.1M
Bank of America Corp. 0.00% Add +27.4% 56,314 $6.0M
Royce & Associates LP 0.06% No change 56,152 $6.0M
Prescott Group Capital Management, L.L.C. 0.72% Reduce -6.5% 49,993 $5.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% Reduce -86.3% 45,992 $4.9M
Tudor Investment Corporation 0.05% New 45,002 $4.8M
Treasurer of the State of North Carolina 0.02% Add +352.3% 44,832 $4.8M
Swiss National Bank 0.00% Reduce -22.1% 44,174 $4.7M
Nuveen Asset Management, LLC 0.00% Reduce -18.2% 43,251 $4.6M
Invesco Ltd. 0.00% Add +0.2% 43,159 $4.6M
Verition Fund Management LLC 0.02% New 42,872 $4.6M
Qube Research & Technologies Ltd 0.01% New 42,462 $4.5M
Palisade Capital Management, LP 0.13% Add +11.5% 39,351 $4.2M
Jefferies Financial Group Inc. 0.04% New 36,600 $3.9M
Two Sigma Investments, LP 0.01% Reduce -9.8% 35,878 $3.8M
HRT Financial LP 0.02% Reduce -41.0% 35,007 $3.7M
Citigroup Inc. 0.00% Add +54.0% 34,836 $3.7M
Deutsche Bank AG 0.00% Add +90.1% 33,689 $3.6M
Barclays PLC 0.00% Add +67.9% 33,658 $3.6M
Algert Global LLC 0.08% Add +19.8% 31,865 $3.4M
Rhumbline Advisers 0.00% Reduce -5.9% 28,571 $3.0M
Rafferty Asset Management, LLC 0.01% Reduce -12.4% 28,166 $3.0M
Ieq Capital, LLC 0.03% New 28,028 $3.0M
Trexquant Investment LP 0.03% Add +187.8% 24,933 $2.7M
Two Sigma Advisers, LP 0.01% Add +33.0% 24,183 $2.6M
Legal & General Group Plc 0.00% Reduce -19.7% 22,613 $2.4M
JPMorgan Chase & Co. 0.00% Add +4.5% 22,434 $2.4M
STRS Ohio 0.01% Add +14.2% 22,333 $2.4M
VELA Investment Management, LLC 0.79% Add +17.1% 21,707 $2.3M
California State Teachers Retirement System 0.00% Reduce -22.3% 21,001 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -5.0% 20,612 $2.2M
AlphaQuest LLC 0.28% Add +8.4% 19,921 $2.1M
Wolverine Asset Management LLC 0.15% Add +13.5% 19,256 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -13.5% 19,105 $2.0M
Squarepoint Ops LLC 0.01% Add +42.7% 18,762 $2.0M
Teacher Retirement System of Texas 0.01% Add +98.5% 18,184 $1.9M
Polaris Capital Management, LLC 0.09% Reduce -6.7% 18,164 $1.9M
Martin & Co. Inc. 0.46% Reduce -3.5% 17,528 $1.9M
Sei Investments Co. 0.00% Reduce -17.6% 17,430 $1.9M
Quantinno Capital Management LP 0.02% Add +135.3% 16,437 $1.7M
Twinbeech Capital LP 0.03% New 15,516 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +7.8% 15,008 $1.6M
D. E. Shaw & Co. 0.00% Reduce -69.4% 14,767 $1.6M
Edgestream Partners, L.P. 0.06% Reduce -14.2% 14,141 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 13,753 $1.5M
New York State Common Retirement Fund 0.00% Add +5.2% 13,545 $1.4M
HSBC Holdings PLC 0.00% New 13,397 $1.4M
Savant Capital, LLC 0.01% Add +0.6% 13,315 $1.4M
American Century Companies Inc. 0.00% Add +4.9% 12,277 $1.3M
Avalon Advisory Group 0.57% Reduce -9.7% 11,769 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 11,669 $1.2M
Probity Advisors, Inc. 0.23% Reduce -3.7% 11,382 $1.2M
Janus Henderson Group PLC 0.00% Reduce -17.1% 11,160 $1.2M
Renaissance Technologies 0.00% Add +98.6% 11,077 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% No change 10,815 $1.2M
Mariner, LLC 0.00% Reduce -3.4% 10,586 $1.1M
Alaska Permanent Fund Corp 0.02% No change 10,461 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -26.1% 10,428 $1.1M
Carlson Capital, L.P. 0.65% New 10,300 $1.1M
Alliancebernstein L.P. 0.00% Reduce -7.6% 9,498 $1.0M
King Luther Capital Management Corp. 0.00% Add +15.2% 9,475 $1.0M
Victory Capital Management Inc. 0.00% Add +85.3% 9,245 $984K
SG Americas Securities, LLC 0.00% Add +433.0% 9,216 $981K
Prudential Financial Inc. 0.00% Add +68.1% 8,170 $937K
Tidal Investments LLC 0.01% Reduce -1.4% 8,794 $936K
Gsa Capital Partners LLP 0.07% Add +70.8% 8,539 $909K
Police & Firemen's Retirement System of New Jersey 0.01% — 8,217 $875K
Public Employees Retirement System of Ohio 0.00% Reduce -5.5% 8,211 $874K
Ensign Peak Advisors, Inc 0.00% No change 8,044 $856K
Cerity Partners LLC 0.00% Add +36.2% 7,978 $847K
HighTower Advisors, LLC 0.00% Add +166.9% 7,504 $799K
Y-Intercept (Hong Kong) Ltd 0.05% New 7,489 $797K
Neuberger Berman Group LLC 0.00% Reduce -1.5% 7,213 $768K
Illinois Municipal Retirement Fund 0.01% No change 7,168 $763K
Nisa Investment Advisors, LLC 0.00% No change 6,910 $736K
Handelsbanken Fonder AB 0.00% Add +11.9% 6,572 $700K
Arizona State Retirement System 0.00% Reduce -22.2% 6,504 $692K
Dynamic Technology Lab Private Ltd 0.11% New 6,440 $686K
Parallel Advisors, LLC 0.02% Add +8.7% 6,399 $681K
Sanctuary Advisors, LLC 0.00% Add +5.2% 6,051 $672K
Entropy Technologies, LP 0.07% New 6,300 $671K
Cwm, LLC 0.00% Add +317.4% 6,078 $647K
Cowa, LLC 0.31% No change 6,022 $641K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 5,951 $633K
Inceptionr LLC 0.14% New 5,854 $623K
Elk River Wealth Management LLC 0.11% Reduce -7.2% 5,653 $602K
Creative Planning 0.00% Reduce -53.3% 5,576 $594K
Resources Management Corp. /CT/ 0.08% No change 5,550 $591K
LPL Financial LLC 0.00% Add +77.0% 5,546 $590K
Pathstone Holdings, LLC 0.00% Reduce -3.8% 5,481 $583K
Jain Global LLC 0.02% — 5,442 $579K
Engineers Gate Manager LP 0.01% New 5,360 $571K
Wealth Enhancement Advisory Services, LLC 0.00% New 5,248 $559K
KLP Kapitalforvaltning As 0.00% — 4,827 $514K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -22.5% 4,806 $512K
Focus Partners Wealth 0.00% Add +27.3% 4,779 $509K
Aquatic Capital Management LLC 0.01% New 4,708 $501K
Stifel Financial Corp. 0.00% Add +5.9% 4,643 $494K
Westwood Holdings Group Inc. 0.00% No change 4,639 $494K
Jane Street Group, LLC 0.00% Reduce -89.7% 4,578 $487K
Gotham Asset Management 0.00% Reduce -3.9% 4,366 $465K
Cannon Global Investment Management, LLC 1.11% Add +100.0% 4,200 $447K
Hussman Strategic Advisors, Inc. 0.13% New 4,200 $447K
Meritage Portfolio Management 0.03% New 4,169 $444K
Greenleaf Trust 0.00% Add +0.1% 4,090 $435K
BNP Paribas Financial Markets 0.00% Reduce -14.7% 4,078 $434K
Legacy Wealth Asset Management, LLC 0.12% Reduce -22.4% 3,973 $423K
XTX Topco Ltd 0.03% Reduce -4.9% 3,747 $399K
Pictet Asset Management Holding SA 0.00% Reduce -7.6% 3,689 $393K
Tower Research Capital LLC (TRC) 0.01% Reduce -9.7% 3,623 $386K
Captrust Financial Advisors 0.00% New 3,461 $368K
&partners 0.00% Add +27.0% 3,275 $354K
O'shaughnessy Asset Management, LLC 0.00% Add +7.1% 3,283 $349K
Graham Capital Management, L.P. 0.02% New 3,179 $338K
Heritage Trust Co 0.04% — 3,167 $337K
Concurrent Investment Advisors, LLC 0.01% No change 3,153 $336K
Ethic Inc. 0.01% New 3,105 $331K
Balyasny Asset Management L.P. 0.00% Reduce -76.7% 3,042 $324K
Bleakley Financial Group, LLC 0.01% Reduce -0.1% 3,010 $320K
USA Financial Formulas 0.05% New 2,997 $319K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.1% 2,972 $316K
CANADA LIFE ASSURANCE Co 0.00% No change 2,952 $314K
Hamilton Capital Partners Inc. 0.02% Add +47.5% 2,949 $314K
PNC Financial Services Group, Inc. 0.00% Reduce -1.8% 2,890 $308K
Royal Bank of Canada 0.00% Add +12.3% 2,877 $307K
Chilton Capital Management LLC 0.01% Reduce -32.6% 2,854 $304K
Jump Financial, LLC 0.01% Reduce -37.4% 2,834 $302K
Commerce Bank 0.00% No change 2,821 $300K
Voya Investment Management LLC 0.00% Reduce -6.7% 2,755 $293K
Profund Advisors LLC 0.01% New 2,748 $293K
Centiva Capital, LP 0.01% Reduce -36.4% 2,672 $284K
Capital Advisors Inc. 0.01% No change 2,625 $279K
Mercer Global Advisors Inc. 0.00% New 2,600 $277K
Aigen Investment Management, LP 0.05% New 2,587 $275K
Ironwood Investment Counsel, LLC 0.05% No change 2,573 $274K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 2,532 $270K
Voloridge Investment Management, LLC 0.00% Reduce -81.6% 2,466 $263K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.5% 2,442 $260K
Virtu Financial LLC 0.01% New 2,431 $259K
Merit Financial Group, LLC 0.00% New 2,407 $256K
Forum Financial Management, LP 0.00% Add +14.7% 2,362 $251K
Marshall Wace, LLP 0.00% Reduce -0.5% 2,357 $251K
Walleye Capital LLC 0.00% New 2,326 $248K
Everpar Advisors LLC 0.12% Add +2.4% 2,285 $243K
State of Wisconsin Investment Board 0.00% Reduce -9.0% 2,229 $237K
Nicolet Advisory Services, LLC 0.02% New 2,233 $233K
CIBC Asset Management Inc 0.00% Add +5.5% 2,041 $217K
Panagora Asset Management Inc. 0.00% New 2,022 $215K
111 Capital 0.04% — 1,939 $206K
Dark Forest Capital Management LP 0.03% New 1,918 $204K
SageView Advisory Group, LLC 0.01% No change 1,912 $204K
Northwestern Mutual Wealth Management Co. 0.00% New 1,858 $198K
Sterling Capital Management LLC 0.00% Add +57.2% 1,360 $145K
Amalgamated Bank 0.00% No change 1,206 $128K
KBC Group NV 0.00% Add +32.7% 1,201 $128K
Aster Capital Management (DIFC) Ltd 0.05% Add +538.9% 1,182 $126K
US Bancorp \de 0.00% Add +12.5% 1,088 $116K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 1,083 $116K
GHP Investment Advisors, Inc. 0.00% No change 875 $93K
CI Investments Inc. 0.00% Reduce -23.5% 613 $65K
Olistico Wealth, LLC 0.03% No change 500 $53K
GAMMA Investing LLC 0.00% Add +18.4% 476 $51K
MetLife Investment Management, LLC 0.00% Add +0.3% 398 $42K
Venturi Wealth Management, LLC 0.00% Add +33.8% 396 $42K
Caitong International Asset Management Co., Ltd 0.04% — 379 $40K
Lindbrook Capital, LLC 0.00% Add +0.7% 305 $32K
First Horizon Advisors, Inc. 0.00% Reduce -23.8% 285 $30K
Quent Capital, LLC 0.00% No change 284 $30K
True Wealth Design, LLC 0.01% Add +66.9% 282 $30K
Picton Mahoney Asset Management 0.00% New 276 $30K
Comerica Bank 0.00% Reduce -21.6% 261 $28K
Pinnacle Holdings, LLC 0.01% No change 260 $28K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $24K
EverSource Wealth Advisors, LLC 0.00% Add +223.9% 217 $23K
Wilmington Savings Fund Society, FSB 0.00% No change 216 $23K
Quadrant Capital Group LLC 0.00% No change 208 $22K
Arax Advisory Partners 0.00% Add +1.7% 181 $19K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 170 $19K
City State Bank 0.01% No change 176 $19K
Smartleaf Asset Management LLC 0.00% Add +71.4% 168 $18K
Colonial Trust Co / SC 0.00% New 168 $18K
Castleview Partners, LLC 0.01% Add +5.7% 166 $18K
Brooklyn Investment Group 0.01% Reduce -19.6% 160 $17K
Corebridge Financial, Inc. 0.00% Reduce -6.5% 158 $17K
Global Retirement Partners, LLC 0.00% Add +5033.3% 154 $16K
CENTRAL TRUST Co 0.00% No change 150 $16K
Allworth Financial LP 0.00% Add +9.4% 139 $16K
IFP Advisors, Inc 0.00% Add +2.1% 145 $15K
Parkside Financial Bank & Trust 0.00% Add +32.0% 136 $14K
MAI Capital Management 0.00% New 129 $14K
Whittier Trust Co. 0.00% No change 122 $13K
Versant Capital Management, Inc 0.00% No change 120 $13K
Hemington Wealth Management 0.00% Add +20.0% 120 $12K
Harvest Fund Management Co., Ltd 0.00% No change 107 $11K
Mather Group, Llc. 0.00% No change 100 $11K
LRI Investments, LLC 0.00% No change 94 $10K
Covestor Ltd 0.01% Add +2.1% 98 $10K
Clearstead Advisors, LLC 0.00% New 91 $10K
Ranger Investment Management, L.P. 0.00% Reduce -29.0% 66 $7K
Colonial Trust Advisors 0.00% No change 64 $7K
Principal Securities, Inc. 0.00% Add +470.0% 57 $6K
JFS Wealth Advisors, LLC 0.00% Add +8.5% 51 $5K
Private Trust Co. NA 0.00% Add +444.4% 49 $5K
Huntington National Bank 0.00% No change 39 $4K
Signaturefd, LLC 0.00% Add +45.8% 35 $4K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
Jones Financial Companies LLLP 0.00% New 25 $3K
Private Wealth Management Group, LLC 0.00% No change 20 $2K
Farther Finance Advisors, LLC 0.00% Reduce -13.0% 20 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $2K
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 12 $1K
Capital Advisors, Ltd. LLC 0.00% No change 9 $1K
GeoWealth Management, LLC 0.00% No change 6 $639
Global Financial Private Client, LLC 0.00% New 5 $532
Larson Financial Group LLC 0.00% No change 4 $426
Bruce G. Allen Investments, LLC 0.00% No change 3 $319
CoreCap Advisors, LLC 0.00% No change 3 $319
Parkworth Wealth Management, Inc. 0.00% — 2 $213
TFC Financial Management, Inc. 0.00% No change 1 $107
Wingate Wealth Advisors, Inc. 0.00% — 1 $106

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