Bok FinancialBOKF

13F holders, Q1 2025 (March 31)
243holders −12
19new positions
30sold out
7famous investors
$104.10avg. 13F price*

At the end of Q1 2025, 243 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, down 12 from Q4 2024. 19 opened new positions and 30 sold out. The largest holders were George Kaiser Family Foundation ($350.1M), Dimensional Fund Advisors LP ($256.5M) and Vanguard Group Inc. ($251.2M). 7 famous investors held it, including John W. Rogers Jr. (2.2% of Ariel Investments's portfolio), Cliff Asness (0.1% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions19$4.9M
Exits30$14.8M

All 13F filers, Q4 2024 → Q1 2025: 1,139,922 shares bought and 681,736 shares sold, net +458,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 243 holders

George Kaiser Family Foundation 51.45% No change 3,361,707 $350.1M
Dimensional Fund Advisors LP 0.06% Add +3.8% 2,463,151 $256.5M
Vanguard Group Inc. 0.00% Reduce -1.4% 2,412,199 $251.2M
Ariel Investments 2.21% Add +0.3% 1,808,295 $188.3M
FMR LLC 0.01% Reduce -0.3% 1,574,113 $163.9M
BlackRock, Inc. 0.00% Reduce -0.4% 1,235,904 $128.7M
Cibc World Markets Corp. 0.91% No change 1,105,807 $115.2M
Cibc World Market Inc. 0.19% No change 817,000 $85.1M
State Street Corp. 0.00% Reduce -7.7% 795,270 $82.8M
AQR Capital Management 0.06% Add +39.9% 579,732 $59.4M
Geode Capital Management, LLC 0.00% Add +6.4% 436,916 $45.5M
Citadel Advisors 0.03% Add +77.0% 280,192 $29.2M
Millennium Management 0.03% Add +6.4% 268,887 $28.0M
Norges Bank 0.00% Add +14.8% 253,651 $26.4M
UBS Group AG 0.01% Add +71.9% 246,437 $25.7M
Allspring Global Investments Holdings, LLC 0.04% Add +8.4% 236,832 $24.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.0% 226,359 $23.6M
Jacobs Levy Equity Management, Inc. 0.09% Reduce -2.7% 223,161 $23.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +11.0% 207,189 $21.6M
Blair William & Co. 0.06% No change 195,170 $20.3M
First Trust Advisors LP 0.02% Add +22.1% 193,723 $20.2M
Northern Trust Corp. 0.00% Add +25.1% 182,347 $19.0M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 177,735 $18.5M
Morgan Stanley 0.00% Reduce -1.1% 155,660 $16.2M
Avenir Corp. 1.37% No change 125,710 $13.1M
Bokf, NA 0.23% No change 124,487 $13.0M
Cambiar Investors LLC 0.44% Reduce -13.1% 100,061 $10.4M
FIL Ltd 0.01% Add +62.4% 95,793 $10.0M
Goldman Sachs Group Inc. 0.00% Reduce -5.4% 94,399 $9.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +14.0% 90,171 $9.4M
Qube Research & Technologies Ltd 0.01% Add +81.4% 77,029 $8.0M
Quantinno Capital Management LP 0.05% Add +367.8% 76,896 $8.0M
Freestone Grove Partners LP 0.08% Reduce -63.1% 75,283 $7.8M
Reinhart Partners, Llc. 0.28% Reduce -6.5% 73,500 $7.7M
Bank of America Corp. 0.00% Add +29.7% 73,061 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -15.9% 67,813 $7.1M
Wells Fargo & Company 0.00% Reduce -26.1% 65,874 $6.9M
Russell Investments Group, Ltd. 0.01% Add +2.8% 60,654 $6.3M
Royce & Associates LP 0.06% Add +0.0% 56,164 $5.8M
Two Sigma Investments, LP 0.01% Add +55.2% 55,667 $5.8M
Treasurer of the State of North Carolina 0.02% Add +23.3% 55,298 $5.8M
Prescott Group Capital Management, L.L.C. 0.76% No change 49,993 $5.2M
Edgestream Partners, L.P. 0.16% Add +229.0% 46,521 $4.8M
Invesco Ltd. 0.00% Add +7.3% 46,310 $4.8M
Nuveen, LLC 0.00% — 44,296 $4.6M
Swiss National Bank 0.00% Reduce -1.6% 43,474 $4.5M
Verition Fund Management LLC 0.03% Reduce -0.5% 42,670 $4.4M
Palisade Capital Management, LP 0.14% Add +3.8% 40,852 $4.3M
Trexquant Investment LP 0.05% Add +58.4% 39,499 $4.1M
Renaissance Technologies 0.01% Add +248.3% 38,577 $4.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% Reduce -21.1% 36,273 $3.8M
Citigroup Inc. 0.00% Reduce -0.9% 34,533 $3.6M
Dark Forest Capital Management LP 0.15% Add +1589.4% 32,402 $3.4M
Two Sigma Advisers, LP 0.01% Add +33.5% 32,283 $3.4M
Algert Global LLC 0.08% No change 31,865 $3.3M
Barclays PLC 0.00% Reduce -13.9% 28,976 $3.0M
Rhumbline Advisers 0.00% Reduce -1.1% 28,263 $2.9M
Susquehanna International Group, LLP 0.00% Add +37.1% 28,251 $2.9M
Balyasny Asset Management L.P. 0.01% Add +798.3% 27,325 $2.8M
Wolverine Asset Management LLC 0.19% Add +29.0% 24,840 $2.6M
Ieq Capital, LLC 0.02% Reduce -12.9% 24,423 $2.5M
Envestnet Asset Management Inc. 0.00% Add +27.5% 24,354 $2.5M
Prudential Financial Inc. 0.00% Add +159.4% 21,190 $2.4M
Legal & General Group Plc 0.00% Add +2.0% 23,062 $2.4M
Meeder Asset Management Inc. 0.16% New 22,881 $2.4M
Rafferty Asset Management, LLC 0.01% Reduce -20.8% 22,306 $2.3M
VELA Investment Management, LLC 0.78% No change 21,707 $2.3M
AlphaQuest LLC 0.25% Add +8.8% 21,685 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -6.7% 20,940 $2.2M
California State Teachers Retirement System 0.00% Reduce -1.9% 20,592 $2.1M
Jane Street Group, LLC 0.00% Add +344.0% 20,326 $2.1M
STRS Ohio 0.01% Reduce -17.6% 18,391 $1.9M
Sei Investments Co. 0.00% Add +5.1% 18,322 $1.9M
Polaris Capital Management, LLC 0.11% No change 18,164 $1.9M
Martin & Co. Inc. 0.36% Add +1.7% 17,826 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +12.4% 16,873 $1.8M
Jefferies Financial Group Inc. 0.03% Reduce -56.0% 16,100 $1.7M
Gsa Capital Partners LLP 0.14% Add +70.0% 14,517 $1.5M
D. E. Shaw & Co. 0.00% Reduce -6.5% 13,807 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 13,753 $1.4M
American Century Companies Inc. 0.00% Add +8.0% 13,262 $1.4M
HRT Financial LP 0.01% Reduce -62.3% 13,205 $1.4M
Mariner, LLC 0.00% Add +23.3% 13,057 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -32.1% 12,355 $1.3M
Avalon Advisory Group 0.58% No change 11,769 $1.2M
New York State Common Retirement Fund 0.00% Reduce -14.8% 11,545 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -4.8% 11,107 $1.2M
Probity Advisors, Inc. 0.22% Reduce -2.5% 11,098 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% No change 10,815 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -2.9% 10,124 $1.1M
Alliancebernstein L.P. 0.00% Add +6.5% 10,118 $1.1M
BNP Paribas Financial Markets 0.00% Add +133.6% 9,524 $992K
King Luther Capital Management Corp. 0.00% No change 9,475 $987K
Janus Henderson Group PLC 0.00% Reduce -15.2% 9,460 $981K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 9,370 $976K
Alaska Permanent Fund Corp 0.01% No change 10,461 $975K
Engineers Gate Manager LP 0.02% Add +62.3% 8,699 $906K
Police & Firemen's Retirement System of New Jersey 0.01% No change 8,217 $856K
Ensign Peak Advisors, Inc 0.00% No change 8,044 $838K
SG Americas Securities, LLC 0.00% Reduce -13.5% 7,968 $830K
Victory Capital Management Inc. 0.00% Reduce -14.1% 7,938 $827K
Cerity Partners LLC 0.00% Reduce -3.7% 7,683 $800K
Cwm, LLC 0.00% Add +22.5% 7,447 $776K
Public Employees Retirement System of Ohio 0.00% Reduce -9.9% 7,394 $770K
HighTower Advisors, LLC 0.00% Reduce -3.4% 7,247 $755K
Illinois Municipal Retirement Fund 0.01% No change 7,168 $747K
Manufacturers Life Insurance Company, The 0.00% Add +18.9% 7,077 $737K
Neuberger Berman Group LLC 0.00% Reduce -3.7% 6,944 $723K
Nisa Investment Advisors, LLC 0.00% No change 6,910 $720K
Parallel Advisors, LLC 0.02% Add +6.2% 6,795 $708K
Tidal Investments LLC 0.01% Reduce -23.4% 6,733 $701K
HSBC Holdings PLC 0.00% Reduce -50.6% 6,613 $687K
Handelsbanken Fonder AB 0.00% No change 6,572 $684K
Man Group plc 0.00% New 6,527 $680K
Arizona State Retirement System 0.00% Reduce -1.3% 6,420 $669K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +31.4% 6,314 $658K
Meritage Portfolio Management 0.04% Add +45.6% 6,071 $632K
Creative Planning 0.00% Add +8.8% 6,065 $632K
Cowa, LLC 0.27% No change 6,022 $627K
Elk River Wealth Management LLC 0.11% No change 5,653 $589K
Carlson Capital, L.P. 0.33% Reduce -45.6% 5,600 $583K
Resources Management Corp. /CT/ 0.08% No change 5,550 $578K
Pathstone Holdings, LLC 0.00% Add +0.1% 5,485 $571K
Jump Financial, LLC 0.01% Add +69.6% 4,807 $501K
Raymond James Financial Inc. 0.00% Reduce -91.9% 4,655 $485K
Westwood Holdings Group Inc. 0.00% No change 4,639 $483K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.2% 4,396 $458K
Gotham Asset Management 0.00% Reduce -0.3% 4,352 $453K
KLP Kapitalforvaltning As 0.00% Reduce -12.4% 4,227 $440K
Squarepoint Ops LLC 0.00% Reduce -77.6% 4,196 $437K
Aigen Investment Management, LP 0.07% Add +59.9% 4,136 $431K
Greenleaf Trust 0.00% Add +0.3% 4,103 $427K
LPL Financial LLC 0.00% Reduce -26.6% 4,069 $424K
Legacy Wealth Asset Management, LLC 0.11% Reduce -0.4% 3,956 $412K
Aquatic Capital Management LLC 0.01% Reduce -17.6% 3,881 $404K
Graham Capital Management, L.P. 0.02% Add +21.0% 3,848 $401K
Focus Partners Wealth 0.00% Reduce -22.0% 3,728 $388K
Caprock Group, LLC 0.01% New 3,710 $386K
Entropy Technologies, LP 0.04% Reduce -42.9% 3,600 $375K
Stifel Financial Corp. 0.00% Reduce -22.9% 3,578 $373K
&partners 0.00% Add +9.8% 3,595 $373K
Pictet Asset Management Holding SA 0.00% Reduce -4.8% 3,512 $366K
Mercer Global Advisors Inc. 0.00% Add +35.0% 3,509 $365K
O'shaughnessy Asset Management, LLC 0.00% Add +6.0% 3,481 $363K
Mackenzie Financial Corp. 0.00% New 3,203 $334K
Royal Bank of Canada 0.00% Add +11.3% 3,201 $333K
Heritage Trust Co 0.04% No change 3,167 $330K
Concurrent Investment Advisors, LLC 0.01% No change 3,153 $328K
CANADA LIFE ASSURANCE Co 0.00% No change 2,952 $307K
PNC Financial Services Group, Inc. 0.00% Add +0.4% 2,902 $302K
Sanctuary Advisors, LLC 0.00% Reduce -52.5% 2,871 $299K
Hamilton Capital Partners Inc. 0.02% Reduce -2.8% 2,867 $299K
Chilton Capital Management LLC 0.01% Add +0.4% 2,866 $298K
Voya Investment Management LLC 0.00% Add +2.9% 2,835 $295K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -7.0% 2,763 $288K
Captrust Financial Advisors 0.00% Reduce -22.0% 2,699 $281K
Capital Advisors Inc. 0.01% No change 2,625 $273K
Cannon Global Investment Management, LLC 0.75% Reduce -38.1% 2,600 $271K
Ironwood Investment Counsel, LLC 0.05% No change 2,573 $268K
Forum Financial Management, LP 0.00% Add +0.2% 2,366 $246K
Merit Financial Group, LLC 0.00% Reduce -4.5% 2,298 $239K
Commerce Bank 0.00% Reduce -18.8% 2,290 $239K
State of Wisconsin Investment Board 0.00% Add +1.1% 2,254 $235K
Pallas Capital Advisors LLC 0.01% New 2,242 $234K
Everpar Advisors LLC 0.12% Reduce -2.3% 2,232 $232K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.8% 2,207 $230K
EntryPoint Capital, LLC 0.10% New 2,161 $225K
New York State Teachers Retirement System 0.00% New 2,090 $218K
CIBC Asset Management Inc 0.00% Add +2.0% 2,081 $217K
Nicolet Advisory Services, LLC 0.02% Add +6.8% 2,386 $210K
SageView Advisory Group, LLC 0.01% Add +2.0% 1,951 $203K
Deutsche Bank AG 0.00% Reduce -95.1% 1,638 $171K
Acadian Asset Management LLC 0.00% New 1,535 $159K
Versant Capital Management, Inc 0.02% Add +1046.7% 1,376 $143K
Sterling Capital Management LLC 0.00% Reduce -6.7% 1,269 $132K
Coldstream Capital Management Inc. 0.00% New 1,238 $129K
Amalgamated Bank 0.00% Add +0.3% 1,209 $126K
KBC Group NV 0.00% No change 1,201 $125K
US Bancorp \de 0.00% Add +3.3% 1,124 $117K
Osaic Holdings, Inc. 0.00% Add +3.1% 1,117 $117K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -10.0% 1,064 $116K
GHP Investment Advisors, Inc. 0.00% No change 875 $91K
Quadrant Capital Group LLC 0.00% Add +320.2% 874 $91K
CI Investments Inc. 0.00% Add +2.9% 631 $66K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.2% 571 $59K
Olistico Wealth, LLC 0.03% No change 500 $52K
GAMMA Investing LLC 0.00% Add +3.6% 493 $51K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 454 $47K
Walleye Trading LLC 0.00% New 416 $43K
MetLife Investment Management, LLC 0.00% Add +2.3% 407 $42K
First Horizon Advisors, Inc. 0.00% No change 285 $30K
Quent Capital, LLC 0.00% No change 284 $30K
Caitong International Asset Management Co., Ltd 0.02% Reduce -33.0% 254 $26K
EverSource Wealth Advisors, LLC 0.00% Add +10.1% 239 $25K
True Wealth Design, LLC 0.01% Reduce -17.0% 234 $24K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $24K
Picton Mahoney Asset Management 0.00% Reduce -22.5% 214 $22K
Brooklyn Investment Group 0.00% Add +30.6% 209 $22K
Arax Advisory Partners 0.00% Add +11.6% 202 $21K
Smartleaf Asset Management LLC 0.00% Add +11.3% 187 $19K
Private Trust Co. NA 0.00% Add +216.3% 155 $16K
Corebridge Financial, Inc. 0.00% Reduce -3.2% 153 $16K
CENTRAL TRUST Co 0.00% No change 150 $16K
Allworth Financial LP 0.00% Add +21.6% 169 $15K
IFP Advisors, Inc 0.00% No change 145 $15K
Comerica Bank 0.00% Reduce -45.6% 142 $15K
Parkside Financial Bank & Trust 0.00% No change 136 $14K
City State Bank 0.00% Reduce -22.7% 136 $14K
MAI Capital Management 0.00% No change 129 $13K
Wilmington Savings Fund Society, FSB 0.00% Reduce -41.2% 127 $13K
Hemington Wealth Management 0.00% Add +9.2% 131 $13K
Whittier Trust Co. 0.00% No change 122 $13K
Harvest Fund Management Co., Ltd 0.00% No change 107 $11K
Simplex Trading, LLC 0.00% New 106 $11K
Mather Group, Llc. 0.00% No change 100 $10K
Covestor Ltd 0.01% No change 98 $10K
LRI Investments, LLC 0.00% No change 94 $10K
Principal Securities, Inc. 0.00% No change 57 $6K
JFS Wealth Advisors, LLC 0.00% Add +11.8% 57 $6K
Blue Trust, Inc. 0.00% New 56 $6K
Clearstead Advisors, LLC 0.00% Reduce -42.9% 52 $5K
Jones Financial Companies LLLP 0.00% Add +88.0% 47 $5K
CIBC Private Wealth Group LLC 0.00% New 41 $4K
SVB Wealth LLC 0.00% New 33 $3K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
Signaturefd, LLC 0.00% Reduce -20.0% 28 $3K
Lindbrook Capital, LLC 0.00% Reduce -91.2% 27 $3K
Private Wealth Management Group, LLC 0.00% No change 20 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.9% 18 $2K
Farther Finance Advisors, LLC 0.00% Reduce -10.0% 18 $2K
SJS Investment Consulting Inc. 0.00% Add +25.0% 15 $2K
Global Financial Private Client, LLC 0.00% Add +200.0% 15 $2K
Capital Advisors, Ltd. LLC 0.00% No change 9 $1K
Larson Financial Group LLC 0.00% No change 4 $417
HFM Investment Advisors, LLC 0.00% — 3 $313
Bruce G. Allen Investments, LLC 0.00% No change 3 $312
Parkworth Wealth Management, Inc. 0.00% Add +50.0% 3 $312
CoreCap Advisors, LLC 0.00% No change 3 $312
Bay Harbor Wealth Management, LLC 0.00% New 2 $208
TFC Financial Management, Inc. 0.00% No change 1 $105
Bessemer Group Inc. 0.00% New 4 $0
Hantz Financial Services, Inc. 0.00% New 4 $0
Avion Wealth 0.00% New 5 $0

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