Bok FinancialBOKF
13F holders, Q2 2026 (June 30)305holders +13
51new positions
36sold out
9famous investors
$138.89avg. 13F price*
At the end of Q2 2026, 305 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, up 13 from Q1 2026. 51 opened new positions and 36 sold out. The largest holders were George Kaiser Family Foundation ($466.9M), Dimensional Fund Advisors LP ($378.6M) and Ariel Investments ($226.0M). 9 famous investors held it, including John W. Rogers Jr. (2.3% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Bok Financial Corporation
- CUSIP
- 05561Q201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $258.2M |
| Exits | 36 | $53.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,155,210 shares bought and 1,837,854 shares sold, net +1,317,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| George Kaiser Family Foundation | 44.83% | No change | 3,361,707 | $466.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.7% | 2,726,300 | $378.6M |
| Ariel Investments | 2.25% | Reduce -1.4% | 1,627,416 | $226.0M |
| FMR LLC | 0.01% | Reduce -4.5% | 1,353,708 | $188.0M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 1,132,893 | $157.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +0.0% | 988,598 | $137.3M |
| State Street Corp. | 0.00% | Reduce -3.0% | 940,022 | $130.6M |
| Vanguard Capital Management LLC | 0.00% | Add +1.1% | 864,458 | $120.1M |
| Elevation Point Wealth Partners, LLC | 1.98% | New | 770,026 | $106.9M |
| Vestmark Advisory Solutions, Inc. | 1.00% | New | 770,021 | $106.9M |
| Victory Capital Management Inc. | 0.04% | Add +105.0% | 558,394 | $77.5M |
| CIBC Bancorp USA Inc. | 0.09% | Reduce -11.8% | 501,695 | $69.7M |
| Geode Capital Management, LLC | 0.00% | Add +15.9% | 467,625 | $65.0M |
| AQR Capital Management | 0.02% | Add +11.2% | 429,528 | $59.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.9% | 277,985 | $38.6M |
| Morgan Stanley | 0.00% | Add +4.3% | 253,759 | $35.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -0.5% | 244,470 | $34.0M |
| Cibc World Market Inc. | 0.05% | Reduce -45.5% | 230,700 | $32.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.1% | 211,971 | $29.4M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -14.2% | 197,479 | $27.9M |
| Blair William & Co. | 0.07% | Reduce -0.2% | 194,747 | $27.0M |
| UBS Group AG | 0.00% | Reduce -4.8% | 184,091 | $25.6M |
| Millennium Management | 0.02% | Add +836.5% | 167,588 | $23.3M |
| HRT Financial LP | 0.04% | Add +21.4% | 167,559 | $23.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -61.5% | 160,610 | $22.3M |
| Public Employees Retirement Association of Colorado | 0.07% | Add +16.3% | 148,350 | $20.6M |
| Norges Bank | 0.00% | — | 145,252 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.8% | 144,070 | $20.0M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 143,782 | $20.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.9% | 130,848 | $18.2M |
| Bokf, NA | 0.25% | Add +1.8% | 129,350 | $18.0M |
| Avenir Corp. | 2.10% | Reduce -0.8% | 124,017 | $17.2M |
| Quantinno Capital Management LP | 0.02% | Add +48.9% | 121,958 | $16.9M |
| Bank of America Corp. | 0.00% | Reduce -14.8% | 119,192 | $16.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1306.3% | 107,442 | $14.9M |
| BNP Paribas Financial Markets | 0.01% | Add +101.7% | 97,017 | $13.5M |
| First Trust Advisors LP | 0.01% | Reduce -72.9% | 89,956 | $12.5M |
| Renaissance Technologies | 0.02% | New | 80,077 | $11.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +70.3% | 79,409 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.9% | 75,501 | $10.5M |
| Edgestream Partners, L.P. | 0.31% | Add +54.5% | 75,357 | $10.5M |
| Squarepoint Ops LLC | 0.02% | Reduce -26.6% | 62,859 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +192.9% | 53,575 | $7.5M |
| Marshall Wace, LLP | 0.01% | Add +862.5% | 53,902 | $7.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -5.1% | 53,576 | $7.4M |
| Invesco Ltd. | 0.00% | Reduce -15.7% | 51,641 | $7.2M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.1% | 50,719 | $7.0M |
| Prescott Group Capital Management, L.L.C. | 0.60% | No change | 49,993 | $6.9M |
| Arbejdsmarkedets Tillaegspension | 0.14% | New | 47,700 | $6.6M |
| Barclays PLC | 0.00% | Reduce -33.4% | 47,440 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +397.3% | 47,183 | $6.6M |
| FIL Ltd | 0.00% | No change | 45,000 | $6.2M |
| Royce & Associates LP | 0.05% | Reduce -0.6% | 44,745 | $6.2M |
| Qube Research & Technologies Ltd | 0.01% | New | 43,817 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Add +0.3% | 42,306 | $5.9M |
| Nuveen, LLC | 0.00% | Add +19.9% | 40,632 | $5.6M |
| Citadel Advisors | 0.00% | Reduce -73.5% | 40,628 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -9.8% | 39,674 | $5.5M |
| Cambiar Investors LLC | 0.24% | Reduce -2.0% | 39,655 | $5.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +885.8% | 37,432 | $5.2M |
| Sei Investments Co. | 0.00% | Add +72.9% | 34,945 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.0% | 34,633 | $4.8M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Add +103.8% | 33,780 | $4.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +4.5% | 31,849 | $4.4M |
| Brevan Howard Capital Management LP | 0.06% | Add +30.0% | 30,777 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.5% | 30,320 | $4.2M |
| Occudo Quantitative Strategies LP | 0.22% | Add +95.1% | 29,855 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -35.7% | 29,831 | $4.1M |
| Point72 Asset Management | 0.01% | Add +113.2% | 28,735 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -18.8% | 27,368 | $3.8M |
| Dark Forest Capital Management LP | 0.24% | Reduce -42.3% | 27,040 | $3.8M |
| Isthmus Partners, LLC | 0.36% | Add +0.9% | 26,482 | $3.7M |
| Reinhart Partners, Llc. | 0.08% | Reduce -5.8% | 25,917 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -29.0% | 25,826 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -25.6% | 23,040 | $3.2M |
| Rhumbline Advisers | 0.00% | Reduce -8.9% | 22,301 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +229.3% | 21,195 | $2.9M |
| Summit Trail Advisors, LLC | 0.04% | Add +39.2% | 20,558 | $2.9M |
| Verition Fund Management LLC | 0.02% | Add +3.7% | 20,038 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.2% | 19,443 | $2.7M |
| Readystate Asset Management LP | 0.18% | No change | 19,202 | $2.7M |
| Martin & Co. Inc. | 0.42% | Add +0.1% | 19,137 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 18,557 | $2.6M |
| Fieldview Capital Management, LLC | 0.71% | New | 17,938 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -9.9% | 17,456 | $2.4M |
| Polaris Capital Management, LLC | 0.23% | Reduce -4.4% | 17,364 | $2.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +661.9% | 15,848 | $2.2M |
| Tudor Investment Corporation | 0.01% | Add +397.3% | 15,805 | $2.2M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 15,723 | $2.2M |
| Creative Planning | 0.00% | Add +11.9% | 14,529 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +10.4% | 14,258 | $2.0M |
| Palisade Capital Management, LP | 0.09% | Reduce -21.0% | 13,807 | $1.9M |
| AlphaCore Capital LLC | 0.03% | New | 13,071 | $1.8M |
| Probity Advisors, Inc. | 0.25% | Reduce -0.6% | 12,613 | $1.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Add +141.6% | 12,010 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -5.5% | 11,927 | $1.7M |
| Allstate Corp. | 0.02% | Add +0.4% | 11,798 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.53% | New | 11,300 | $1.6M |
| Capstone Investment Advisors, LLC | 0.01% | Add +25.0% | 10,980 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.11% | No change | 10,815 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 10,751 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +60.4% | 10,356 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | No change | 10,325 | $1.4M |
| LPL Financial LLC | 0.00% | Add +202.7% | 10,042 | $1.4M |
| Franklin Resources Inc. | 0.00% | New | 9,559 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 9,460 | $1.3M |
| Man Group plc | 0.00% | Reduce -22.1% | 9,319 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +7.3% | 9,708 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.0% | 8,900 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -63.0% | 8,891 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +86.1% | 8,556 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.3% | 8,078 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -92.8% | 8,040 | $1.1M |
| Aster Capital Management (DIFC) Ltd | 0.22% | New | 7,556 | $1.0M |
| Jump Financial, LLC | 0.01% | Reduce -14.9% | 7,529 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.9% | 7,454 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.3% | 7,444 | $1.0M |
| Axq Capital, LP | 0.11% | Add +80.7% | 7,363 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | New | 7,339 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -13.9% | 7,160 | $994K |
| Engineers Gate Manager LP | 0.01% | New | 7,121 | $989K |
| Inceptionr LLC | 0.24% | New | 6,976 | $969K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 6,621 | $920K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,472 | $899K |
| Oak Thistle LLC | 0.09% | New | 6,430 | $893K |
| Frec Markets, Inc. | 0.08% | Add +113.2% | 6,291 | $874K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 6,218 | $864K |
| Teacher Retirement System of Texas | 0.00% | Add +13.3% | 6,218 | $864K |
| Mirabella Financial Services LLP | 0.09% | Add +47.1% | 6,212 | $863K |
| Cowa, LLC | 0.23% | No change | 6,123 | $850K |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -9.0% | 5,588 | $776K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 5,533 | $768K |
| Arizona State Retirement System | 0.00% | Reduce -10.4% | 5,449 | $757K |
| Aquatic Capital Management LLC | 0.03% | Reduce -32.0% | 5,430 | $754K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.2% | 5,306 | $737K |
| Elk River Wealth Management LLC | 0.11% | No change | 5,056 | $702K |
| CX Institutional | 0.02% | No change | 5,000 | $694K |
| DRW Securities, LLC | 0.04% | New | 4,978 | $691K |
| EntryPoint Capital, LLC | 0.17% | No change | 4,975 | $691K |
| Acadian Asset Management LLC | 0.00% | New | 4,964 | $689K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +144.4% | 4,933 | $684K |
| HighTower Advisors, LLC | 0.00% | Reduce -31.5% | 4,856 | $674K |
| KLP Kapitalforvaltning As | 0.00% | No change | 4,827 | $670K |
| Jain Global LLC | 0.01% | New | 4,775 | $663K |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 4,713 | $655K |
| Corient Private Wealth LP | 0.00% | Add +15.6% | 4,261 | $592K |
| Captrust Financial Advisors | 0.00% | Add +11.3% | 4,235 | $588K |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 4,229 | $587K |
| Gotham Asset Management | 0.00% | Reduce -2.5% | 4,213 | $585K |
| XTX Topco Ltd | 0.01% | New | 4,071 | $565K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +17.3% | 4,068 | $565K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.2% | 3,626 | $504K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,592 | $499K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 3,520 | $489K |
| Inspire Investing, LLC | 0.02% | New | 3,383 | $470K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +3.8% | 3,320 | $461K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.0% | 3,279 | $455K |
| Syon Capital LLC | 0.02% | Reduce -4.0% | 3,225 | $448K |
| Anchyra Partners LLC | 0.10% | Add +3.1% | 3,024 | $420K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.8% | 2,928 | $407K |
| Fox Run Management, L.L.C. | 0.07% | New | 2,915 | $405K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.0% | 2,878 | $400K |
| Cerity Partners LLC | 0.00% | Add +35.6% | 2,863 | $398K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.5% | 2,838 | $394K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 2,795 | $388K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +15.9% | 2,771 | $384K |
| NorthRock Partners, LLC | 0.01% | No change | 2,730 | $379K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 2,700 | $375K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -1.9% | 2,661 | $370K |
| State of Wisconsin Investment Board | 0.00% | Add +22.4% | 2,630 | $365K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +154.6% | 2,625 | $365K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 2,573 | $357K |
| &partners | 0.00% | Add +16.1% | 2,569 | $357K |
| Heritage Trust Co | 0.03% | No change | 2,568 | $357K |
| Americana Partners, LLC | 0.01% | New | 2,468 | $343K |
| Capital Advisors Inc. | 0.01% | No change | 2,458 | $341K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,434 | $338K |
| Royal Bank of Canada | 0.00% | Reduce -52.3% | 2,438 | $338K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -42.2% | 2,381 | $331K |
| M&T Bank Corp | 0.00% | Reduce -3.9% | 2,365 | $328K |
| Deutsche Bank AG | 0.00% | Add +7.9% | 2,309 | $321K |
| Commerce Bank | 0.00% | No change | 2,290 | $318K |
| Savant Capital, LLC | 0.00% | Reduce -1.3% | 2,217 | $308K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +36.0% | 2,190 | $304K |
| Sagewood Asset Management LP | 0.07% | New | 2,089 | $290K |
| Aigen Investment Management, LP | 0.08% | Reduce -69.9% | 2,018 | $280K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +46.4% | 2,007 | $279K |
| Bank of Montreal | 0.00% | Add +12.3% | 1,951 | $271K |
| R Squared Ltd | 0.14% | New | 1,927 | $268K |
| Quadrature Capital Ltd | 0.00% | New | 1,923 | $267K |
| HSBC Holdings PLC | 0.00% | Reduce -78.8% | 1,911 | $265K |
| CIBC Asset Management Inc | 0.00% | Reduce -9.7% | 1,879 | $261K |
| Stifel Financial Corp. | 0.00% | Reduce -12.1% | 1,859 | $258K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.8% | 1,840 | $256K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.2% | 1,787 | $248K |
| Quantbot Technologies LP | 0.01% | New | 1,732 | $241K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 1,696 | $236K |
| GAMMA Investing LLC | 0.01% | Add +2.3% | 1,694 | $235K |
| Centiva Capital, LP | 0.01% | Reduce -61.0% | 1,681 | $233K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,611 | $224K |
| Arax Advisory Partners | 0.00% | New | 1,607 | $223K |
| Everpar Advisors LLC | 0.06% | New | 1,560 | $217K |
| US Bancorp \de | 0.00% | Add +0.7% | 1,537 | $213K |
| Evergreen Capital Management LLC | 0.00% | New | 1,524 | $212K |
| Citizens & Northern Corp. | 0.05% | New | 1,520 | $211K |
| Headlands Technologies LLC | 0.02% | New | 1,502 | $209K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 1,466 | $204K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -73.7% | 1,465 | $203K |
| Voya Investment Management LLC | 0.00% | New | 1,443 | $200K |
| Sprucegrove Investment Management Ltd. | 0.03% | No change | 1,400 | $194K |
| Nykredit A/S | 0.00% | — | 1,394 | $194K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 1,358 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +160.4% | 1,302 | $181K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1,287 | $179K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 1,238 | $172K |
| Burk Holdings LLC | 0.06% | Reduce -4.4% | 1,215 | $169K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 875 | $121K |
| KBC Group NV | 0.00% | No change | 857 | $119K |
| Farther Finance Advisors, LLC | 0.00% | Add +162.8% | 607 | $84K |
| Sterling Capital Management LLC | 0.00% | Reduce -9.4% | 568 | $79K |
| Chilton Capital Management LLC | 0.00% | Reduce -40.7% | 557 | $77K |
| Olistico Wealth, LLC | 0.03% | No change | 500 | $69K |
| Quent Capital, LLC | 0.00% | No change | 430 | $60K |
| Allworth Financial LP | 0.00% | Add +41.5% | 409 | $57K |
| STRS Ohio | 0.00% | Reduce -11.0% | 398 | $55K |
| Versant Capital Management, Inc | 0.00% | Add +47.6% | 375 | $52K |
| Smartleaf Asset Management LLC | 0.00% | No change | 316 | $44K |
| MetLife Investment Management, LLC | 0.00% | Add +0.7% | 308 | $43K |
| Fifth Third Bancorp | 0.00% | Reduce -7.3% | 266 | $37K |
| Pinnacle Holdings, LLC | 0.01% | No change | 260 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.7% | 256 | $36K |
| Quarry LP | 0.01% | New | 221 | $31K |
| Institute for Wealth Management, LLC. | 0.00% | New | 205 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 185 | $26K |
| Larson Financial Group LLC | 0.00% | Add +1315.4% | 184 | $26K |
| Essential Partners LLC | 0.01% | New | 173 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 150 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -19.2% | 147 | $20K |
| City State Bank | 0.00% | No change | 136 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.3% | 129 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +73.6% | 125 | $17K |
| Whittier Trust Co. | 0.00% | No change | 122 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 120 | $17K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 115 | $16K |
| CVA Family Office, LLC | 0.00% | Reduce -8.8% | 104 | $14K |
| LRI Investments, LLC | 0.00% | Add +7.5% | 101 | $14K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 90 | $13K |
| Private Trust Co. NA | 0.00% | No change | 89 | $12K |
| SJS Investment Consulting Inc. | 0.00% | Add +822.2% | 83 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.5% | 72 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +1.7% | 61 | $8K |
| Covestor Ltd | 0.00% | Reduce -74.2% | 55 | $8K |
| Picton Mahoney Asset Management | 0.00% | New | 54 | $8K |
| Rothschild Investment LLC | 0.00% | Add +562.5% | 53 | $7K |
| First Horizon Corp. | 0.00% | No change | 52 | $7K |
| Marquette Asset Management, LLC | 0.00% | No change | 50 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 51 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 48 | $7K |
| Clearstead Trust, LLC | 0.00% | Add +4.4% | 47 | $7K |
| True Wealth Design, LLC | 0.00% | Add +164.7% | 45 | $6K |
| Ares Financial Consulting, LLC | 0.00% | No change | 43 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +192.9% | 41 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.3% | 40 | $6K |
| Rossby Financial, LCC | 0.00% | Add +9.4% | 35 | $5K |
| Hughes Financial Services, LLC | 0.00% | Add +17.2% | 34 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 29 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 24 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +600.0% | 21 | $3K |
| Sachetta, LLC | 0.00% | No change | 20 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 20 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +12.5% | 18 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +30.8% | 17 | $2K |
| SouthState Bank Corp | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 15 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 16 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 12 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 11 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +120.0% | 11 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 11 | $2K |
| UMB Bank, n.a. | 0.00% | Add +57.1% | 11 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 10 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 8 | $1K |
| Avion Wealth | 0.00% | No change | 8 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 6 | $1K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 7 | $972 |
| Torren Management, LLC | 0.00% | No change | 6 | $869 |
| AdvisorNet Financial, Inc | 0.00% | No change | 6 | $833 |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $833 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 5 | $695 |
| Assetmark, Inc. | 0.00% | No change | 5 | $694 |
| SHP Wealth Management | 0.00% | Add +66.7% | 5 | $694 |
| DecisionPoint Financial, LLC | 0.00% | Add +100.0% | 4 | $565 |
| Simplex Trading, LLC | 0.00% | New | 4 | $555 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $278 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $139 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $139 |
| NewEdge Advisors, LLC | 0.00% | No change | 1 | $139 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $139 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $139 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $138 |
| Navigoe, LLC | 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.