Who owns BOK Financial (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-Q2 13F filings (latest filed 2026-09-22). 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
81 tracked funds added or opened BOKF while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 44.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 44.8pp 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 2026-Q1 and 2026-Q2, across 288 tracked filers holding BOKF, 157 increased or opened the position and 134 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 17
- ELEVATION POINT WEALTH PARTNERS, LLC$107M
- Vestmark Advisory Solutions, Inc.$107M
- RENAISSANCE TECHNOLOGIES LLC$11M
- Arbejdsmarkedets Tillaegspension$7M
- Qube Research & Technologies Ltd$6M
- Fieldview Capital Management, LLC$2M
Full exits 18
- Freestone Grove Partners LP$33M
- HRT FINANCIAL LP$18M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$16M
- Treasurer of the State of North Carolina$14M
- JANE STREET GROUP, LLC$3M
- SG Americas Securities, LLC$3M
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$43M
- George Kaiser Family Foundation$36M
- DIMENSIONAL FUND ADVISORS LP$32M
- MILLENNIUM MANAGEMENT LLC$21M
- ARIEL INVESTMENTS, LLC$15M
- BlackRock, Inc.$14M
Largest trims
- TWO SIGMA INVESTMENTS, LP$31M
- FIRST TRUST ADVISORS LP$30M
- CIBC WORLD MARKET INC.$22M
- CITADEL ADVISORS LLC$14M
- NORGES BANK$6M
- D. E. Shaw & Co., Inc.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| George Kaiser Family Foundation | 3,361,707 | $467M | 15.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,726,300 | $379M | 12.4% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 1,627,416 | $226M | 7.4% | 2026-Q2 |
| FMR LLC trimmed | 1,353,708 | $188M | 6.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,132,893 | $157M | 5.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 988,598 | $137M | 4.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 940,022 | $131M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 864,458 | $120M | 3.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 770,026 | $107M | 3.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 770,021 | $107M | 3.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 558,394 | $78M | 2.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 501,695 | $70M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 467,625 | $65M | 2.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 429,528 | $59M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 277,985 | $39M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 253,759 | $35M | 1.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 244,470 | $34M | 1.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 230,700 | $32M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 211,971 | $29M | 1.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 197,479 | $28M | 0.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 194,747 | $27M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 184,091 | $26M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 167,588 | $23M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 160,610 | $22M | 0.7% | 2026-Q2 |
| NORGES BANK trimmed | 145,252 | $20M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 144,070 | $20M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 143,782 | $20M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 130,848 | $18M | 0.6% | 2026-Q2 |
| BOKF, NA added | 129,350 | $18M | 0.6% | 2026-Q2 |
| AVENIR CORP trimmed | 124,017 | $17M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 121,958 | $17M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 119,192 | $17M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 107,442 | $15M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,017 | $13M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 89,956 | $12M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 80,077 | $11M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 79,409 | $11M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 75,501 | $10M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 75,357 | $10M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 62,859 | $9M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 53,902 | $7M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 53,576 | $7M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 53,575 | $8M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 51,641 | $7M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 50,719 | $7M | 0.2% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 49,993 | $7M | 0.2% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension new | 47,700 | $7M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 47,440 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 47,183 | $7M | 0.2% | 2026-Q2 |
| FIL Ltd | 45,000 | $6M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 44,745 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 43,817 | $6M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 42,306 | $6M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 40,632 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,628 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 39,674 | $6M | 0.2% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 39,655 | $6M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 37,432 | $5M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 34,945 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,633 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 33,780 | $5M | 0.2% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 31,849 | $4M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 30,777 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 30,320 | $4M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 29,855 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 29,831 | $4M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 28,735 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 27,368 | $4M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 27,040 | $4M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 26,482 | $4M | 0.1% | 2026-Q2 |
| REINHART PARTNERS, LLC. trimmed | 25,917 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 25,826 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 23,040 | $3M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 22,301 | $3M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 21,195 | $3M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 20,558 | $3M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 20,038 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,443 | $3M | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP | 19,202 | $3M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 19,137 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,557 | $3M | 0.1% | 2026-Q2 |
| Fieldview Capital Management, LLC new | 17,938 | $2M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 17,750 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 17,456 | $2M | 0.1% | 2026-Q2 |
| Polaris Capital Management, LLC trimmed | 17,364 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 15,848 | $2M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 15,805 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 15,723 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 14,529 | $2M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 14,258 | $2M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 13,807 | $2M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC new | 13,071 | $2M | 0.1% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 12,613 | $2M | 0.1% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 12,010 | $2M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 11,927 | $2M | 0.1% | 2026-Q2 |
| ALLSTATE CORP added | 11,798 | $2M | 0.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 10,980 | $2M | 0.0% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC | 10,815 | $2M | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,751 | $1M | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 10,356 | $1M | 0.0% | 2026-Q2 |
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.