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, Q1 2026
Institutional positions in Bok Financial Corp as of Mar 31, 2026. 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
- 292
- +44 vs. Q4 2025
- Shares held
- 21.4M
- +2.37M (+12.5%) vs. Q4 2025
- Total value
- $2.74B
- +$485.3M (+21.6%) vs. Q4 2025
- New holders
- 65
- 97 more added
- Sold out
- 21
- 66 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bok Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1 | $128 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $129 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $129 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $133 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $256 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $256 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $256 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $256 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $384 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $384 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 3 | $385 | 0.00% | −11−78.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $640 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $640 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $640 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $640 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $641 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $768 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $797 | 0.00% | −100−94.3% | Reduced |
| Umb Bank N A | 7 | $896 | 0.00% | +2+40.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $1.02K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.15K | 0.00% | +2+28.6% | Added |
| Creative Financial Designs Inc | 10 | $1.28K | 0.00% | +10 | New |
| Advisory Services Network, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $1.41K | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.66K | 0.00% | +6+85.7% | Added |
| Larson Financial Group LLC | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14 | $1.78K | 0.00% | +7+100.0% | Added |
| Bogart Wealth, LLC | 14 | $1.79K | 0.00% | −1−6.7% | Reduced |
| Hantz Financial Services, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $2.05K | 0.00% | +2+14.3% | Added |
| South State Corp. | 17 | $2.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 29 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $3.71K | 0.00% | +1+3.6% | Added |
| Rossby Financial, LCC | 32 | $4.10K | 0.00% | +8+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $4.87K | 0.00% | +3+8.6% | Added |
| Ares Financial Consulting, LLC | 43 | $5.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $5.76K | 0.00% | +45 | New |
| IFP Advisors, Inc | 48 | $6.15K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $6.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 52 | $6.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $7.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $7.68K | 0.00% | +39+185.7% | Added |
| JFS Wealth Advisors, LLC | 67 | $8.58K | 0.00% | +3+4.7% | Added |
| Jones Financial Companies LLLP | 72 | $8.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 89 | $11.4K | 0.00% | −18−16.8% | Reduced |
| ZRC Wealth Management, LLC | 90 | $11.5K | 0.00% | +57+172.7% | Added |
| LRI Investments, LLC | 94 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 114 | $14.6K | 0.00% | +114 | New |
| Basecamp Wealth Advisors LLC | 115 | $14.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 119 | $15.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 122 | $15.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $16.9K | 0.00% | −53−28.6% | Reduced |
| City State Bank | 136 | $17.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $19.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 182 | $23.3K | 0.00% | +66+56.9% | Added |
| Northwestern Mutual Wealth Management Co | 185 | $23.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 213 | $28.0K | 0.02% | −153−41.8% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $29.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 231 | $29.6K | 0.00% | +18+8.5% | Added |
| Versant Capital Management, Inc | 254 | $32.5K | 0.00% | +131+106.5% | Added |
| Pinnacle Holdings, LLC | 260 | $33.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 287 | $36.7K | 0.00% | +275+2,291.7% | Added |
| Allworth Financial LP | 289 | $37.0K | 0.00% | +99+52.1% | Added |
| MAI Capital Management | 295 | $37.8K | 0.00% | +148+100.7% | Added |
| MetLife Investment Management | 306 | $39.2K | 0.00% | −56−15.5% | Reduced |
| Smartleaf Asset Management LLC | 316 | $39.6K | 0.00% | +220+229.2% | Added |
| EverSource Wealth Advisors, LLC | 327 | $41.9K | 0.00% | +52+18.9% | Added |
| Ancora Advisors, LLC | 334 | $42.8K | 0.00% | +46+16.0% | Added |
| Global Assets Advisory, LLC | 165 | $43.7K | 0.01% | +165 | New |
| Root Financial Partners, LLC | 367 | $47.0K | 0.00% | +132+56.2% | Added |
| Quent Capital, LLC | 430 | $55.1K | 0.00% | −2−0.5% | Reduced |
| STRS Ohio | 447 | $57.2K | 0.00% | −83−15.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $64.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 613 | $78.5K | 0.00% | −819−57.2% | Reduced |
| Sterling Capital Management LLC | 627 | $80.3K | 0.00% | −681−52.1% | Reduced |
| KBC Group NV | 857 | $110.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 875 | $112.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 940 | $120.4K | 0.00% | +5+0.5% | Added |
| Tower Research Capital LLC (TRC) | 1,031 | $132.0K | 0.00% | +232+29.0% | Added |
| Quadrant Capital Group LLC | 1,051 | $134.6K | 0.00% | −39−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,228 | $157.6K | 0.00% | +114+10.2% | Added |
| CWM, LLC | 1,251 | $160.2K | 0.00% | +137+12.3% | Added |
| Burk Holdings LLC | 1,271 | $162.8K | 0.07% | +1,271 | New |
| Wealth Enhancement Trust Services, Inc. | 1,358 | $173.9K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,371 | $175.6K | 0.00% | −397−22.5% | Reduced |
| Sprucegrove Investment Management Ltd | 1,400 | $179.3K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,527 | $195.5K | 0.00% | +75+5.2% | Added |