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Institutional Ownership · SEC Form 13F

Who owns BOK Financial Corporation (BOKF)


Which tracked institutional funds hold BOKF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOKF 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.

286
Institutional holders
22M
Shares held (tracked funds)
35.6%
Of shares outstanding

How the tape is positioned

87 tracked funds added or opened BOKF while 31 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

BOKF’s largest tracked holder by dollar value, George Kaiser Family Foundation, sizes it at 48.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 48.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BOKF 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 286 tracked filers holding BOKF, 158 increased or opened the position and 94 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 BOKF 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 29

  • VANGUARD PORTFOLIO MANAGEMENT LLC$127M
  • VANGUARD CAPITAL MANAGEMENT LLC$110M
  • CIBC Bancorp USA Inc.$73M
  • VANGUARD FIDUCIARY TRUST CO$16M
  • PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$16M
  • PANAGORA ASSET MANAGEMENT INC$7M

Full exits 11

  • VANGUARD GROUP INC$252M
  • CIBC WORLD MARKETS CORP$131M
  • TWO SIGMA ADVISERS, LP$17M
  • AlphaQuest LLC$3M
  • RENAISSANCE TECHNOLOGIES LLC$2M
  • VELA Investment Management, LLC$2M

Largest adds

  • George Kaiser Family Foundation$32M
  • DIMENSIONAL FUND ADVISORS LP$30M
  • STATE STREET CORP$21M
  • TWO SIGMA INVESTMENTS, LP$21M
  • GOLDMAN SACHS GROUP INC$19M
  • HRT FINANCIAL LP$16M

Largest trims

  • CIBC WORLD MARKET INC.$53M
  • Freestone Grove Partners LP$26M
  • FMR LLC$25M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$12M
  • FIRST TRUST ADVISORS LP$10M
  • NORGES BANK$6M

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).

FundSharesReported value% of valueQuarter
George Kaiser Family Foundation3,361,707$431M13.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,708,525$347M11.1%2026-Q1
ARIEL INVESTMENTS, LLC trimmed1,649,883$211M6.8%2026-Q1
FMR LLC trimmed1,413,482$181M5.8%2026-Q1
BlackRock, Inc. trimmed1,116,893$143M4.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new988,557$127M4.1%2026-Q1
STATE STREET CORP added969,414$124M4.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new855,392$110M3.5%2026-Q1
CIBC Bancorp USA Inc. trimmed568,992$73M2.3%2026-Q1
CIBC WORLD MARKET INC. trimmed423,700$54M1.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added417,133$53M1.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed403,341$52M1.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added383,174$49M1.6%2026-Q1
FIRST TRUST ADVISORS LP trimmed332,449$43M1.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added272,380$35M1.1%2026-Q1
Freestone Grove Partners LP trimmed257,045$33M1.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed245,693$31M1.0%2026-Q1
MORGAN STANLEY added243,327$31M1.0%2026-Q1
Allspring Global Investments Holdings, LLC trimmed230,146$29M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added220,978$28M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added215,586$28M0.9%2026-Q1
NORGES BANK trimmed253,651$26M0.8%2026-Q1
BLAIR WILLIAM & CO/IL added195,215$25M0.8%2026-Q1
UBS Group AG added193,389$25M0.8%2026-Q1
Bank of New York Mellon Corp added163,304$21M0.7%2026-Q1
CITADEL ADVISORS LLC added153,202$20M0.6%2026-Q1
NORTHERN TRUST CORP trimmed142,916$18M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added139,910$18M0.6%2026-Q1
HRT FINANCIAL LP added138,020$18M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new128,359$16M0.5%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO added127,550$16M0.5%2026-Q1
BOKF, NA trimmed127,017$16M0.5%2026-Q1
AVENIR CORP trimmed124,957$16M0.5%2026-Q1
Treasurer of the State of North Carolina added111,324$14M0.5%2026-Q1
Squarepoint Ops LLC added85,588$11M0.4%2026-Q1
Quantinno Capital Management LP added81,913$10M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added79,378$10M0.3%2026-Q1
D. E. Shaw & Co., Inc. added74,828$10M0.3%2026-Q1
BARCLAYS PLC added71,173$9M0.3%2026-Q1
Invesco Ltd. trimmed61,247$8M0.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed56,451$7M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC added50,775$7M0.2%2026-Q1
Prescott Group Capital Management, L.L.C.49,993$6M0.2%2026-Q1
Edgestream Partners, L.P. added48,786$6M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added48,099$6M0.2%2026-Q1
DARK FOREST CAPITAL MANAGEMENT LP trimmed46,828$6M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added46,639$6M0.2%2026-Q1
CITIGROUP INC added46,369$6M0.2%2026-Q1
ROYCE & ASSOCIATES LP trimmed45,005$6M0.2%2026-Q1
FIL Ltd45,000$6M0.2%2026-Q1
Swiss National Bank43,974$6M0.2%2026-Q1
Pathstone Holdings, LLC added42,193$5M0.2%2026-Q1
CAMBIAR INVESTORS LLC trimmed40,472$5M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added36,440$5M0.1%2026-Q1
Rafferty Asset Management, LLC added36,375$5M0.1%2026-Q1
Nuveen, LLC added33,902$4M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed33,687$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added30,945$4M0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added30,489$4M0.1%2026-Q1
REINHART PARTNERS, LLC. trimmed27,510$4M0.1%2026-Q1
ISTHMUS PARTNERS, LLC added26,245$3M0.1%2026-Q1
RHUMBLINE ADVISERS trimmed24,477$3M0.1%2026-Q1
JANE STREET GROUP, LLC added24,250$3M0.1%2026-Q1
SG Americas Securities, LLC added24,026$3M0.1%2026-Q1
Brevan Howard Capital Management LP added23,678$3M0.1%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added21,924$3M0.1%2026-Q1
SEI INVESTMENTS CO added20,211$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new19,370$2M0.1%2026-Q1
Verition Fund Management LLC trimmed19,317$2M0.1%2026-Q1
READYSTATE ASSET MANAGEMENT LP added19,202$2M0.1%2026-Q1
MARTIN & CO INC /TN/ added19,115$2M0.1%2026-Q1
Polaris Capital Management, LLC18,164$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed17,975$2M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed17,896$2M0.1%2026-Q1
JPMORGAN CHASE & CO added18,290$2M0.1%2026-Q1
Allianz Asset Management GmbH added17,750$2M0.1%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed17,470$2M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added17,407$2M0.1%2026-Q1
Informed Momentum Co LLC new17,377$2M0.1%2026-Q1
Vest Financial, LLC added16,750$2M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added16,577$2M0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added15,300$2M0.1%2026-Q1
Legal & General Group Plc trimmed15,694$2M0.1%2026-Q1
Summit Trail Advisors, LLC added14,768$2M0.1%2026-Q1
Point72 Asset Management, L.P. added13,478$2M0.1%2026-Q1
Creative Planning added12,981$2M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added12,911$2M0.1%2026-Q1
Probity Advisors, Inc. trimmed12,694$2M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM12,617$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,129,073$252M8.1%2025-Q4 stale
CIBC WORLD MARKETS CORP1,105,807$131M4.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP added146,983$17M0.6%2025-Q4 stale
Qube Research & Technologies Ltd trimmed45,539$5M0.2%2025-Q3 stale
ALGERT GLOBAL LLC31,865$3M0.1%2025-Q2 stale
AlphaQuest LLC added23,461$3M0.1%2025-Q4 stale
WOLVERINE ASSET MANAGEMENT LLC added24,840$3M0.1%2025-Q1 stale
IEQ CAPITAL, LLC trimmed24,423$3M0.1%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed19,577$2M0.1%2025-Q4 stale
VELA Investment Management, LLC trimmed17,849$2M0.1%2025-Q4 stale
Engineers Gate Manager LP added20,247$2M0.1%2025-Q2 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.

HoldersTotal shares

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.

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