Bok FinancialBOKF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $31.1M |
| Exits | 31 | $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.