Who owns BancFirst Corporation (BANF)
Which tracked institutional funds hold BANF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BANF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
42 tracked funds added or opened BANF while 41 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BANF’s largest tracked holder by dollar value, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BANF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 246 tracked filers holding BANF, 111 increased or opened the position and 133 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BANF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD PORTFOLIO MANAGEMENT LLC$167M
- VANGUARD CAPITAL MANAGEMENT LLC$118M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22M
- VANGUARD FIDUCIARY TRUST CO$16M
- VANGUARD ASSET MANAGEMENT, Ltd$2M
- Squarepoint Ops LLC$970K
Full exits 13
- VANGUARD GROUP INC$223M
- Qube Research & Technologies Ltd$7M
- JANE STREET GROUP, LLC$4M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- MARSHALL WACE, LLP$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
Largest adds
- AMERICAN CENTURY COMPANIES INC$7M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$4M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- Edgestream Partners, L.P.$3M
- Numerai GP LLC$2M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
Largest trims
- BlackRock, Inc.$84M
- Verition Fund Management LLC$18M
- Invesco Ltd.$10M
- M&T Bank Corp$5M
- FIRST TRUST ADVISORS LP$4M
- JPMORGAN CHASE & CO$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,590,089 | $281M | 14.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,231,449 | $242M | 12.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,543,449 | $167M | 8.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,325,491 | $144M | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,084,440 | $118M | 6.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 869,545 | $94M | 4.8% | 2026-Q1 |
| BancFirst Trust & Investment Management added | 871,990 | $94M | 4.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 533,134 | $58M | 2.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 269,938 | $29M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 268,777 | $29M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 244,569 | $27M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 245,654 | $27M | 1.4% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 223,375 | $24M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 216,139 | $23M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 211,447 | $23M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 205,480 | $22M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 204,397 | $22M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 155,889 | $17M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 146,585 | $16M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 133,051 | $14M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 112,820 | $12M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 104,979 | $11M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 101,627 | $11M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 81,147 | $9M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 77,182 | $8M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 74,419 | $8M | 0.4% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 62,212 | $7M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 60,950 | $7M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 60,062 | $7M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 48,059 | $5M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 47,920 | $5M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 46,149 | $5M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 45,022 | $5M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 44,699 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 42,718 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 41,375 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 40,912 | $4M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 38,169 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 35,819 | $4M | 0.2% | 2026-Q1 |
| UBS Group AG added | 34,615 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,983 | $4M | 0.2% | 2026-Q1 |
| Callan Family Office, LLC added | 33,174 | $4M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 33,029 | $4M | 0.2% | 2026-Q1 |
| Numerai GP LLC added | 32,423 | $4M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 32,139 | $3M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 29,183 | $3M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 28,722 | $3M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,169 | $3M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 27,938 | $3M | 0.2% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 27,749 | $3M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 28,271 | $3M | 0.2% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 26,105 | $3M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 25,852 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 24,554 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 23,482 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 22,112 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 21,945 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 21,404 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 20,498 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 19,672 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 18,556 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS added | 17,558 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 17,321 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 17,281 | $2M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,791 | $2M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 16,708 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 16,708 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,520 | $2M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 15,978 | $2M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 15,343 | $2M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 14,715 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 13,879 | $2M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 13,643 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 13,493 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 13,454 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 12,693 | $1M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 12,275 | $1M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 11,796 | $1M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 11,643 | $1M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 11,580 | $1M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 11,145 | $1M | 0.1% | 2026-Q1 |
| Ironwood Investment Counsel, LLC trimmed | 11,027 | $1M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund trimmed | 10,788 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 10,627 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,101,779 | $223M | 11.3% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. added | 62,605 | $8M | 0.4% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 62,863 | $7M | 0.3% | 2025-Q4 stale |
| Hodges Capital Management Inc. added | 41,500 | $5M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 33,417 | $4M | 0.2% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 28,926 | $3M | 0.2% | 2025-Q4 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 19,818 | $3M | 0.1% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 22,934 | $2M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 22,569 | $2M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 17,659 | $2M | 0.1% | 2025-Q3 stale |
| Full Sail Capital, LLC trimmed | 15,930 | $2M | 0.1% | 2025-Q3 stale |
| TECTONIC ADVISORS LLC added | 15,902 | $2M | 0.1% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 16,316 | $2M | 0.1% | 2025-Q4 stale |
| Triton Financial Group Inc added | 15,066 | $2M | 0.1% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 12,400 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 11,947 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.