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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 142 | $14.9K | 0.00% | +142 | New |
| Allworth Financial LP | 127 | $13.3K | 0.00% | −15−10.6% | Reduced |
| Whittier Trust Co | 122 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $12.6K | 0.00% | +55+84.6% | Added |
| Harvest Fund Management Co., Ltd | 107 | $11.0K | 0.00% | +107 | New |
| LRI Investments, LLC | 94 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $10.8K | 0.00% | +40+63.5% | Added |
| Mather Group, LLC. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $10.2K | 0.00% | +62+172.2% | Added |
| Covestor Ltd | 96 | $10.0K | 0.01% | −213−68.9% | Reduced |
| Hemington Wealth Management | 100 | $10.0K | 0.00% | +100 | New |
| Ranger Investment Management, L.P. | 93 | $9.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 72 | $7.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $7.01K | 0.00% | +32+91.4% | Added |
| Colonial Trust Advisors | 64 | $6.70K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $5.50K | 0.00% | +53+757.1% | Added |
| JFS Wealth Advisors, LLC | 47 | $4.92K | 0.00% | +8+20.5% | Added |
| Huntington National Bank | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.93K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $2.40K | 0.00% | +6+35.3% | Added |
| Private Wealth Management Group, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.78K | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 15 | $1.57K | 0.00% | +1+7.1% | Added |
| Principal Securities, Inc. | 10 | $1.05K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $942 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6 | $628 | 0.00% | +6 | New |
| Larson Financial Group LLC | 4 | $418 | 0.00% | +3+300.0% | Added |
| Claris Advisors, LLC | 4 | $418 | 0.00% | +4 | New |
| 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 |
| TFC Financial Management | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 0 | $36 | 0.00% | 0 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −178,784−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −69,730−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,173−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Heritage Trust Co | – | – | – | – | Not filed |