Bok FinancialBOKF

13F holders, Q3 2025 (September 30)
251holders +5
35new positions
31sold out
9famous investors
$111.43avg. 13F price*

At the end of Q3 2025, 251 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, up 5 from Q2 2025. 35 opened new positions and 31 sold out. The largest holders were George Kaiser Family Foundation ($374.6M), Dimensional Fund Advisors LP ($293.0M) and Vanguard Group Inc. ($259.2M). 9 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions35$31.1M
Exits31$30.4M

All 13F filers, Q2 2025 → Q3 2025: 1,249,012 shares bought and 1,248,744 shares sold, net +268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 251 holders

George Kaiser Family Foundation 52.57% No change 3,361,707 $374.6M
Dimensional Fund Advisors LP 0.06% Add +2.3% 2,629,362 $293.0M
Vanguard Group Inc. 0.00% Reduce -2.3% 2,326,162 $259.2M
Ariel Investments 2.05% Reduce -3.9% 1,719,460 $191.6M
FMR LLC 0.01% Reduce -5.5% 1,392,580 $155.2M
BlackRock, Inc. 0.00% Add +1.0% 1,120,401 $124.9M
CIBC Bancorp USA Inc. 0.74% — 1,105,807 $123.2M
State Street Corp. 0.00% Add +11.4% 828,581 $92.3M
Cibc World Market Inc. 0.15% No change 654,000 $72.9M
First Trust Advisors LP 0.04% Add +39.8% 527,601 $58.8M
AQR Capital Management 0.03% Add +1.3% 420,477 $46.8M
Geode Capital Management, LLC 0.00% Reduce -4.9% 418,617 $46.7M
Freestone Grove Partners LP 0.30% Add +407.0% 363,610 $40.5M
Jacobs Levy Equity Management, Inc. 0.13% Reduce -4.0% 282,989 $31.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -4.1% 258,343 $28.8M
Victory Capital Management Inc. 0.02% Add +18.8% 234,007 $26.1M
Citadel Advisors 0.02% Reduce -11.5% 227,629 $25.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.9% 220,239 $24.5M
Blair William & Co. 0.06% No change 195,170 $21.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +2.4% 190,240 $21.2M
Morgan Stanley 0.00% Reduce -8.1% 183,754 $20.5M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 181,403 $20.2M
Russell Investments Group, Ltd. 0.02% Add +154.2% 149,364 $16.6M
Two Sigma Investments, LP 0.03% Add +509.9% 144,782 $16.1M
Northern Trust Corp. 0.00% Reduce -3.2% 140,183 $15.6M
Point72 Asset Management 0.03% New 129,445 $14.4M
Avenir Corp. 1.46% No change 125,500 $14.0M
Bokf, NA 0.20% Reduce -2.3% 122,149 $13.6M
UBS Group AG 0.00% Reduce -41.2% 103,737 $11.6M
Treasurer of the State of North Carolina 0.04% Reduce -0.6% 103,393 $11.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -30.6% 79,539 $8.9M
Goldman Sachs Group Inc. 0.00% Add +6.3% 76,641 $8.5M
Bank of America Corp. 0.00% Add +26.9% 68,570 $7.6M
Reinhart Partners, Llc. 0.23% Reduce -5.6% 64,193 $7.2M
Cambiar Investors LLC 0.32% Reduce -28.0% 63,658 $7.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -11.4% 62,743 $7.0M
Wells Fargo & Company 0.00% Reduce -6.5% 60,035 $6.7M
Invesco Ltd. 0.00% Add +8.9% 58,516 $6.5M
Quantinno Capital Management LP 0.02% Add +89.8% 56,148 $6.3M
Prescott Group Capital Management, L.L.C. 0.59% No change 49,993 $5.6M
Royce & Associates LP 0.05% Reduce -12.6% 49,104 $5.5M
Bridgewater Associates 0.02% New 48,483 $5.4M
Qube Research & Technologies Ltd 0.01% Reduce -79.9% 45,539 $5.1M
Palisade Capital Management, LP 0.15% Add +4.0% 45,127 $5.0M
Swiss National Bank 0.00% Add +1.4% 43,574 $4.9M
Renaissance Technologies 0.01% Reduce -47.7% 41,277 $4.6M
Two Sigma Advisers, LP 0.01% Add +126.6% 40,983 $4.6M
Verition Fund Management LLC 0.03% Reduce -40.2% 40,004 $4.5M
Citigroup Inc. 0.00% Add +0.6% 38,619 $4.3M
D. E. Shaw & Co. 0.00% Reduce -57.2% 37,559 $4.2M
Rafferty Asset Management, LLC 0.01% Add +25.9% 36,596 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -21.2% 36,156 $4.0M
Nuveen, LLC 0.00% Reduce -5.3% 33,986 $3.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% Reduce -1.6% 32,415 $3.6M
Mackenzie Financial Corp. 0.00% New 29,639 $3.3M
Rhumbline Advisers 0.00% Reduce -2.9% 26,154 $2.9M
Balyasny Asset Management L.P. 0.01% Reduce -39.3% 23,785 $2.7M
Envestnet Asset Management Inc. 0.00% Reduce -14.8% 23,229 $2.6M
VELA Investment Management, LLC 0.72% Reduce -1.2% 22,300 $2.5M
Legal & General Group Plc 0.00% Reduce -7.5% 21,989 $2.5M
California State Teachers Retirement System 0.00% Add +5.0% 21,785 $2.4M
Millennium Management 0.00% Reduce -30.2% 19,799 $2.2M
Sei Investments Co. 0.00% Reduce -0.5% 18,979 $2.1M
JPMorgan Chase & Co. 0.00% Add +5.2% 18,292 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +6.8% 18,231 $2.0M
Polaris Capital Management, LLC 0.13% No change 18,164 $2.0M
Martin & Co. Inc. 0.36% Add +2.0% 18,144 $2.0M
Numerai GP LLC 0.27% New 17,490 $1.9M
Dark Forest Capital Management LP 0.06% New 14,405 $1.6M
Vest Financial, LLC 0.02% Add +17.4% 13,586 $1.5M
State Board of Administration of Florida Retirement System 0.00% Reduce -4.4% 12,617 $1.4M
Probity Advisors, Inc. 0.22% Reduce -0.6% 12,423 $1.4M
American Century Companies Inc. 0.00% Reduce -1.9% 12,405 $1.4M
Brevan Howard Capital Management LP 0.02% Add +33.6% 12,157 $1.4M
King Luther Capital Management Corp. 0.01% Add +17.7% 11,150 $1.2M
Gsa Capital Partners LLP 0.10% Reduce -29.3% 10,971 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% No change 10,815 $1.2M
New York State Common Retirement Fund 0.00% No change 10,751 $1.2M
Creative Planning 0.00% Add +35.3% 10,116 $1.1M
Alliancebernstein L.P. 0.00% Add +3.7% 10,069 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +12.6% 9,732 $1.1M
Voloridge Investment Management, LLC 0.00% Reduce -60.8% 9,675 $1.1M
Janus Henderson Group PLC 0.00% No change 9,460 $1.1M
Public Employees Retirement System of Ohio 0.00% Reduce -0.4% 9,008 $1.0M
Avalon Advisory Group 0.36% Reduce -31.4% 8,078 $900K
HighTower Advisors, LLC 0.00% Reduce -0.8% 7,872 $877K
Summit Trail Advisors, LLC 0.01% Add +65.0% 7,620 $849K
Nisa Investment Advisors, LLC 0.00% Add +8.9% 7,526 $839K
BNP Paribas Financial Markets 0.00% Reduce -54.0% 7,463 $832K
Plan Group Financial, LLC 0.21% Reduce -0.8% 7,121 $794K
Neuberger Berman Group LLC 0.00% Reduce -1.3% 6,860 $764K
Teacher Retirement System of Texas 0.00% Reduce -29.3% 6,803 $758K
Arizona State Retirement System 0.00% Add +1.4% 6,644 $740K
Manufacturers Life Insurance Company, The 0.00% Add +6.3% 6,566 $732K
Handelsbanken Fonder AB 0.00% No change 6,472 $721K
Meeder Asset Management Inc. 0.04% New 6,367 $710K
Parallel Advisors, LLC 0.01% Add +6.7% 6,342 $707K
Ameriprise Financial Inc. 0.00% Reduce -31.3% 6,035 $673K
Cowa, LLC 0.24% No change 6,022 $671K
Allianz Asset Management GmbH 0.00% Add +15.6% 5,782 $644K
Capstone Investment Advisors, LLC 0.01% Add +7.5% 5,648 $629K
Pathstone Holdings, LLC 0.00% Add +0.1% 5,588 $623K
Mercer Global Advisors Inc. 0.00% Add +132.3% 5,468 $609K
Elk River Wealth Management LLC 0.10% Reduce -14.9% 5,402 $602K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,239 $584K
Inceptionr LLC 0.14% New 5,174 $577K
Mariner, LLC 0.00% Reduce -40.2% 5,047 $562K
EntryPoint Capital, LLC 0.21% Add +121.5% 4,975 $554K
Headlands Technologies LLC 0.04% Reduce -47.7% 4,939 $550K
KLP Kapitalforvaltning As 0.00% No change 4,827 $538K
SG Americas Securities, LLC 0.00% Reduce -34.2% 4,775 $532K
Raymond James Financial Inc. 0.00% Add +4.8% 4,610 $514K
Aigen Investment Management, LP 0.08% Reduce -8.9% 4,480 $499K
Gotham Asset Management 0.00% Reduce -0.1% 4,341 $484K
Greenleaf Trust 0.00% Add +2.4% 4,214 $470K
Meritage Portfolio Management 0.03% Reduce -35.0% 4,197 $468K
Tidal Investments LLC 0.00% Reduce -4.4% 4,185 $466K
Legacy Wealth Asset Management, LLC 0.11% Add +1.1% 3,978 $443K
Deutsche Bank AG 0.00% Add +202.4% 3,937 $439K
Pictet Asset Management Holding SA 0.00% Add +9.1% 3,696 $412K
LPL Financial LLC 0.00% Reduce -19.7% 3,692 $411K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -8.4% 3,649 $409K
O'shaughnessy Asset Management, LLC 0.00% Add +4.6% 3,414 $380K
Concurrent Investment Advisors, LLC 0.01% Add +1.8% 3,209 $358K
&partners 0.00% Reduce -2.6% 3,204 $357K
Focus Partners Wealth 0.00% Reduce -7.0% 3,667 $346K
Stifel Financial Corp. 0.00% Reduce -8.8% 3,087 $344K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -82.0% 3,014 $336K
Syon Capital LLC 0.02% New 2,943 $328K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 2,912 $325K
NorthCoast Asset Management LLC 0.00% New 2,883 $321K
Hamilton Capital Partners Inc. 0.01% No change 2,867 $319K
Barclays PLC 0.00% Reduce -84.7% 2,788 $311K
Forum Financial Management, LP 0.00% Add +8.1% 2,689 $300K
NorthRock Partners, LLC 0.01% New 2,676 $298K
Sanctuary Advisors, LLC 0.00% Reduce -5.1% 2,656 $296K
Westwood Holdings Group Inc. 0.00% Reduce -43.2% 2,635 $294K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 2,580 $288K
Ironwood Investment Counsel, LLC 0.04% No change 2,573 $287K
Heritage Trust Co 0.03% Reduce -18.9% 2,568 $286K
Capital Advisors Inc. 0.00% No change 2,458 $274K
Caprock Group, LLC 0.01% — 2,458 $274K
Royal Bank of Canada 0.00% Reduce -47.4% 2,394 $267K
CANADA LIFE ASSURANCE Co 0.00% Reduce -19.0% 2,390 $266K
Captrust Financial Advisors 0.00% New 2,336 $260K
Commerce Bank 0.00% No change 2,290 $255K
Everpar Advisors LLC 0.10% No change 2,231 $249K
Polymer Capital Management (HK) LTD 0.03% New 2,197 $245K
AlphaQuest LLC 0.02% Add +10.8% 2,127 $237K
CIBC Asset Management Inc 0.00% No change 2,081 $232K
M&T Bank Corp 0.00% Reduce -8.8% 2,055 $229K
State of Wisconsin Investment Board 0.00% Reduce -3.0% 2,038 $227K
Bank of Montreal 0.00% New 2,036 $227K
Sequoia Financial Advisors, LLC 0.00% New 2,010 $224K
Two Sigma Securities, LLC 0.03% New 1,970 $220K
Cerity Partners LLC 0.00% Reduce -16.5% 1,962 $219K
SageView Advisory Group, LLC 0.01% Reduce -0.5% 1,956 $218K
Prudential Financial Inc. 0.00% Reduce -90.9% 1,955 $218K
Voya Investment Management LLC 0.00% Reduce -26.3% 1,843 $205K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,773 $202K
Daiwa Securities Group Inc. 0.00% New 1,719 $192K
US Bancorp \de 0.00% Add +3.7% 1,521 $170K
Federation des caisses Desjardins du Quebec 0.00% New 1,520 $169K
GAMMA Investing LLC 0.01% Reduce -3.0% 1,450 $162K
Sprucegrove Investment Management Ltd. 0.01% Add +7.7% 1,400 $156K
Sterling Capital Management LLC 0.00% Reduce -11.2% 1,367 $152K
Walleye Trading LLC 0.00% Reduce -34.6% 1,342 $150K
Osaic Holdings, Inc. 0.00% Reduce -5.6% 1,238 $138K
Cwm, LLC 0.00% Reduce -36.3% 1,140 $127K
Amalgamated Bank 0.00% Reduce -5.1% 1,109 $124K
Quadrant Capital Group LLC 0.00% New 1,051 $117K
Rockefeller Capital Management L.P. 0.00% New 994 $111K
Chilton Capital Management LLC 0.00% Reduce -36.3% 930 $104K
GHP Investment Advisors, Inc. 0.00% No change 875 $97K
KBC Group NV 0.00% No change 857 $96K
Arax Advisory Partners 0.00% Add +9044.4% 823 $92K
STRS Ohio 0.00% Reduce -96.7% 529 $59K
CIBC Private Wealth Group LLC 0.00% New 491 $55K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 454 $51K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.8% 436 $49K
Quent Capital, LLC 0.00% New 420 $47K
Aster Capital Management (DIFC) Ltd 0.02% New 368 $41K
MetLife Investment Management, LLC 0.00% Reduce -1.1% 368 $41K
CI Investments Inc. 0.00% Reduce -38.3% 309 $34K
Comerica Bank 0.00% Add +0.3% 293 $33K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.0% 265 $30K
Versant Capital Management, Inc 0.00% Add +92.5% 256 $29K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $26K
Parkside Financial Bank & Trust 0.00% Reduce -0.4% 224 $25K
Allworth Financial LP 0.00% Add +27.6% 217 $24K
Root Financial Partners, LLC 0.00% New 202 $23K
Point72 Europe (London) LLP 0.00% New 196 $22K
Northwestern Mutual Wealth Management Co. 0.00% No change 189 $21K
Covestor Ltd 0.01% Reduce -17.8% 176 $20K
Private Trust Co. NA 0.00% No change 155 $17K
CENTRAL TRUST Co 0.00% No change 150 $17K
Smartleaf Asset Management LLC 0.00% Add +202.1% 142 $16K
City State Bank 0.00% No change 136 $15K
MAI Capital Management 0.00% No change 129 $14K
Whittier Trust Co. 0.00% No change 122 $14K
Hemington Wealth Management 0.00% Add +1.0% 103 $11K
LRI Investments, LLC 0.00% No change 94 $10K
Ameritas Advisory Services, LLC 0.00% No change 81 $9K
Farther Finance Advisors, LLC 0.00% Add +457.1% 78 $9K
Jones Financial Companies LLLP 0.00% No change 72 $8K
Signaturefd, LLC 0.00% No change 69 $8K
Walleye Capital LLC 0.00% Reduce -97.8% 60 $7K
Blue Trust, Inc. 0.00% No change 56 $6K
IFP Advisors, Inc 0.00% Add +0.0% 55 $6K
First Horizon Corp. 0.00% — 52 $6K
JFS Wealth Advisors, LLC 0.00% No change 41 $5K
SJS Investment Consulting Inc. 0.00% Add +300.0% 28 $3K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
Hughes Financial Services, LLC 0.00% No change 28 $3K
Brown Brothers Harriman & Co. 0.00% No change 27 $3K
Fortitude Family Office, LLC 0.00% No change 23 $3K
Sachetta, LLC 0.00% No change 20 $2K
Private Wealth Management Group, LLC 0.00% No change 20 $2K
Wealthspire Advisors, LLC 0.00% New 19 $2K
True Wealth Design, LLC 0.00% Add +63.6% 18 $2K
Bessemer Group Inc. 0.00% New 15 $2K
Hantz Financial Services, Inc. 0.00% No change 16 $2K
SouthState Bank Corp 0.00% No change 17 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $2K
Rialto Wealth Management, LLC 0.00% Add +9.1% 12 $1K
Fifth Third Bancorp 0.00% No change 12 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -14.3% 12 $1K
Principia Wealth Advisory, LLC 0.00% No change 11 $1K
Clearstead Advisors, LLC 0.00% New 11 $1K
Sunbelt Securities, Inc. 0.00% New 10 $1K
Advisory Services Network, LLC 0.00% New 10 $1K
Bogart Wealth, LLC 0.00% No change 10 $1K
Larson Financial Group LLC 0.00% Add +42.9% 10 $1K
Cloud Capital Management, LLC 0.00% New 11 $1K
Capital Advisors, Ltd. LLC 0.00% No change 6 $1K
Simplex Trading, LLC 0.00% Add +800.0% 9 $1K
Principal Securities, Inc. 0.00% No change 7 $780
AdvisorNet Financial, Inc 0.00% No change 6 $669
Physician Wealth Advisors, Inc. 0.00% New 5 $558
Bay Harbor Wealth Management, LLC 0.00% Add +150.0% 5 $557
HFM Investment Advisors, LLC 0.00% No change 5 $557
Huntington National Bank 0.00% New 5 $557
UMB Bank, n.a. 0.00% Add +66.7% 5 $557
Assetmark, Inc. 0.00% No change 5 $557
Bruce G. Allen Investments, LLC 0.00% No change 3 $334
DecisionPoint Financial, LLC 0.00% No change 2 $223
SBI Securities Co., Ltd. 0.00% New 2 $223
TFC Financial Management, Inc. 0.00% No change 1 $112
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.3% 1 $111
Tortoise Investment Management, LLC 0.00% New 1 $111
Avion Wealth 0.00% No change 8 $0

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