Bok Financial Corp
BOKF- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000875357
In the last 90 days, Bok Financial Corp insiders filed 0 open-market purchases and 3 sales; 305 institutions reported holding it in 13F filings for Q2 2026, worth $3.17B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Bok Financial Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 235
- +18 vs. Q2 2024
- Shares held
- 21.8M
- +534.8K (+2.5%) vs. Q2 2024
- Total value
- $2.29B
- +$332.3M (+17.0%) vs. Q2 2024
- New holders
- 39
- 71 more added
- Sold out
- 21
- 70 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BOKF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 305 | $3.17B |
| Q1 2026 | 292 | $2.74B |
| Q4 2025 | 253 | $2.69B |
| Q3 2025 | 251 | $2.44B |
| Q2 2025 | 247 | $2.16B |
| Q1 2025 | 243 | $2.34B |
| Q4 2024 | 255 | $2.34B |
| Q3 2024 | 235 | $2.29B |
| Q2 2024 | 219 | $2.07B |
| Q1 2024 | 202 | $2.07B |
| Q4 2023 | 197 | $1.92B |
| Q3 2023 | 202 | $1.85B |
| Q2 2023 | 217 | $1.94B |
| Q1 2023 | 223 | $2.06B |
| Q4 2022 | 237 | $2.65B |
| Q3 2022 | 191 | $2.25B |
| Q2 2022 | 192 | $1.92B |
| Q1 2022 | 199 | $2.47B |
| Q4 2021 | 189 | $2.81B |
| Q3 2021 | 191 | $2.34B |
| Q2 2021 | 182 | $2.37B |
| Q1 2021 | 187 | $2.56B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Bok Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 0 | $36 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $314 | 0.00% | +1+50.0% | Added |
| CoreCap Advisors, LLC | 3 | $314 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $418 | 0.00% | +3+300.0% | Added |
| Claris Advisors, LLC | 4 | $418 | 0.00% | +4 | New |
| GeoWealth Management, LLC | 6 | $628 | 0.00% | +6 | New |
| Private Trust Co NA | 9 | $942 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10 | $1.05K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 15 | $1.57K | 0.00% | +1+7.1% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.78K | 0.00% | +2+13.3% | Added |
| Private Wealth Management Group, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $2.40K | 0.00% | +6+35.3% | Added |
| Signaturefd, LLC | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $4.92K | 0.00% | +8+20.5% | Added |
| Ronald Blue Trust, Inc. | 60 | $5.50K | 0.00% | +53+757.1% | Added |
| Colonial Trust Advisors | 64 | $6.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $7.01K | 0.00% | +32+91.4% | Added |
| Sachetta, LLC | 72 | $7.53K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 93 | $9.73K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $10.0K | 0.01% | −213−68.9% | Reduced |
| Hemington Wealth Management | 100 | $10.0K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 98 | $10.2K | 0.00% | +62+172.2% | Added |
| Mather Group, LLC. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $10.8K | 0.00% | +40+63.5% | Added |
| Harvest Fund Management Co., Ltd | 107 | $11.0K | 0.00% | +107 | New |
| Versant Capital Management, Inc | 120 | $12.6K | 0.00% | +55+84.6% | Added |
| Whittier Trust Co | 122 | $12.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $13.3K | 0.00% | −15−10.6% | Reduced |
| IFP Advisors, Inc | 142 | $14.9K | 0.00% | +142 | New |
| Central Trust Co | 150 | $15.7K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 150 | $15.7K | 0.00% | +150 | New |
| Castleview Partners, LLC | 157 | $16.4K | 0.01% | +47+42.7% | Added |
| Headlands Technologies LLC | 168 | $17.6K | 0.00% | +168 | New |
| Corebridge Financial, Inc. | 169 | $17.7K | 0.00% | −5−2.9% | Reduced |
| True Wealth Design, LLC | 169 | $17.7K | 0.01% | +169 | New |
| City State Bank | 176 | $18.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 178 | $18.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 185 | $19.4K | 0.00% | +185 | New |
| Skopos Labs, Inc. | 199 | $20.8K | 0.01% | +199 | New |
| Quadrant Capital Group LLC | 208 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 216 | $22.6K | 0.00% | +216 | New |
| Nomura Asset Management Co Ltd | 230 | $24.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 260 | $27.2K | 0.01% | −62−19.3% | Reduced |
| Quent Capital, LLC | 284 | $29.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 296 | $31.0K | 0.00% | +5+1.7% | Added |
| Lindbrook Capital, LLC | 303 | $31.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 333 | $34.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 374 | $39.1K | 0.00% | +37+11.0% | Added |
| MetLife Investment Management | 397 | $41.5K | 0.00% | −9−2.2% | Reduced |
| GAMMA Investing LLC | 402 | $42.1K | 0.00% | +25+6.6% | Added |
| Olistico Wealth, LLC | 500 | $52.3K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 628 | $65.7K | 0.00% | +628 | New |
| Catalyst Funds Management Pty Ltd | 800 | $83.7K | 0.02% | +800 | New |
| Ci Investments Inc. | 801 | $84.0K | 0.00% | +75+10.3% | Added |
| Sterling Capital Management LLC | 865 | $90.5K | 0.00% | +865 | New |
| GHP Investment Advisors, Inc. | 875 | $91.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 905 | $95.0K | 0.00% | +183+25.3% | Added |
| US Bancorp | 967 | $101.2K | 0.00% | −38−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,095 | $114.8K | 0.00% | −21−1.9% | Reduced |
| Amalgamated Bank | 1,206 | $126.0K | 0.00% | −2,010−62.5% | Reduced |
| Reuter James Wealth Management, LLC | 1,356 | $141.9K | 0.03% | +1,356 | New |
| CWM, LLC | 1,456 | $152.0K | 0.00% | +989+211.8% | Added |
| SG Americas Securities, LLC | 1,729 | $181.0K | 0.00% | +1,729 | New |
| SageView Advisory Group, LLC | 1,912 | $200.0K | 0.01% | +1,912 | New |
| CIBC Asset Management Inc | 1,934 | $202.3K | 0.00% | +1,934 | New |
| Hamilton Capital Partners Inc. | 2,000 | $209.2K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 2,006 | $209.9K | 0.12% | +2,006 | New |
| LMR Partners LLP | 2,012 | $210.5K | 0.00% | +2,012 | New |
| Forum Financial Management, LP | 2,060 | $215.5K | 0.00% | +2,060 | New |
| Cannon Global Investment Management, LLC | 2,100 | $219.7K | 0.53% | +2,100 | New |
| Raymond James Financial Services Advisors, Inc. | 2,198 | $229.9K | 0.00% | +3+0.1% | Added |
| Everpar Advisors LLC | 2,231 | $233.4K | 0.12% | −3−0.1% | Reduced |
| Marshall Wace, LLP | 2,368 | $247.7K | 0.00% | +2,368 | New |
| State of Wisconsin Investment Board | 2,450 | $256.3K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,532 | $264.9K | 0.01% | −73−2.8% | Reduced |
| Royal Bank of Canada | 2,563 | $268.0K | 0.00% | −359−12.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,573 | $269.2K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,578 | $269.7K | 0.01% | +2,578 | New |
| Guggenheim Capital LLC | 2,586 | $270.5K | 0.00% | −1,683−39.4% | Reduced |
| Capital Advisors Inc | 2,625 | $274.6K | 0.01% | −290−9.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,791 | $292.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,812 | $294.0K | 0.00% | −58−2.0% | Reduced |
| Raymond James & Associates | 2,815 | $294.5K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 2,821 | $295.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,943 | $307.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,952 | $308.8K | 0.00% | −246−7.7% | Reduced |
| Great West Life Assurance Co | 2,952 | $309.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,006 | $314.5K | 0.01% | +190+6.7% | Added |
| Paloma Partners Management Co | 3,008 | $314.7K | 0.02% | +3,008 | New |
| Bleakley Financial Group, LLC | 3,013 | $315.2K | 0.01% | +724+31.6% | Added |
| LPL Financial LLC | 3,134 | $327.9K | 0.00% | −486−13.4% | Reduced |
| Concurrent Investment Advisors, LLC | 3,153 | $329.9K | 0.01% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 3,167 | $331.3K | 0.04% | +3,167 | New |
| O'Shaughnessy Asset Management, LLC | 3,065 | $335.1K | 0.00% | +384+14.3% | Added |