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BOK Financial (BOKF) Institutional Ownership

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$144.53 -0.16 (-0.11%)
Closing price 08/5/2026 04:00 PM Eastern
Extended Trading
$144.53 +0.00 (+0.00%)
As of 04:03 AM Eastern
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Institutional Ownership Changes (13F Filings) for BOK Financial (NASDAQ:BOKF)

Current
Institutional Ownership
Percentage
34.44%
Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$598.28M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$190.82M
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BOKF Institutional Buying and Selling by Quarter

BOK Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Everpar Advisors LLC1,560$217K0.1%N/A0.003%
7/8/2026 Reinhart Partners LLC.25,917$3.60M0.1%-5.8%0.043%
7/2/2026 Versant Capital Management Inc375$52K0.0%+47.6%0.001%
6/3/2026Parallel Advisors LLC6,237$799K0.0%+1.3%0.010%
5/19/2026Bank of America Corp DE139,910$17.92M0.0%+135.8%0.230%
5/19/2026Edgestream Partners L.P.48,786$6.25M0.2%N/A0.080%
5/18/2026Amundi3,153$404K0.0%N/A0.005%
5/18/2026California State Teachers Retirement System30,945$3.96M0.0%+48.0%0.051%
5/18/2026Readystate Asset Management LP19,202$2.46M0.1%N/A0.032%
5/18/2026Royal Bank of Canada5,108$654K0.0%+133.5%0.008%
5/16/2026The Manufacturers Life Insurance Company 6,571$841K0.0%-2.2%0.011%
5/16/2026Quantinno Capital Management LP81,913$10.49M0.0%+22.0%0.135%
5/14/2026Public Employees Retirement System of Ohio7,522$963K0.0%-14.0%0.012%
5/14/2026Arrowstreet Capital Limited Partnership7,640$978K0.0%-86.6%0.013%
5/14/2026Sei Investments Co.20,211$2.59M0.0%+3.5%0.033%
5/13/2026First Trust Advisors LP332,449$42.57M0.0%-24.7%0.547%
5/7/2026Dimensional Fund Advisors LP2,708,525$346.84M0.1%+1.3%4.458%
5/7/2026Parallel Advisors LLC6,237$799K0.0%+1.3%0.010%
5/6/2026Allspring Global Investments Holdings LLC230,146$29.48M0.0%-8.0%0.379%
5/5/2026Bank of New York Mellon Corp163,304$20.91M0.0%+1.8%0.269%
5/1/2026Fifth Third Bancorp287$37K0.0%+2,291.7%0.000%
5/1/2026 Sequoia Financial Advisors LLC2,907$372K0.0%-28.8%0.005%
4/30/2026Hsbc Holdings PLC9,020$1.16M0.0%N/A0.015%
4/30/2026 Isthmus Partners LLC26,245$3.36M0.4%+75.2%0.043%
4/28/2026DGS Capital Management LLC1,919$246K0.0%N/A0.003%
4/25/2026 Strs Ohio447$57K0.0%-15.7%0.001%
4/24/2026 Root Financial Partners LLC367$47K0.0%+56.2%0.001%
4/22/2026 Pictet Asset Management Holding SA4,118$527K0.0%+11.4%0.007%
4/22/2026 Sterling Capital Management LLC627$80K0.0%-52.1%0.001%
4/20/2026Ritholtz Wealth Management3,313$424K0.0%-59.0%0.005%
4/17/2026Elk River Wealth Management LLC5,056$647K0.1%-14.0%0.008%
4/16/2026SG Americas Securities LLC24,026$3.08M0.0%+352.3%0.040%
3/17/2026Rockefeller Capital Management L.P.2,411$286K0.0%+142.6%0.004%
3/9/2026Corient Private Wealth LLC2,539$301K0.0%N/A0.004%
3/3/2026Tulsa Wealth Advisors INC4,241$502K0.2%N/A0.007%
3/3/2026Caitong International Asset Management Co. Ltd440$52K0.0%+43,900.0%0.001%
2/19/2026Invesco Ltd.74,277$8.80M0.0%+26.9%0.117%
2/19/2026Corient Private Wealth LLC2,539$301K0.0%N/A0.004%
2/18/2026Mercer Global Advisors Inc. ADV4,183$495K0.0%-23.5%0.007%
2/18/2026VARCOV Co.1,919$227K0.1%N/A0.003%
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2/18/2026Occudo Quantitative Strategies LP11,274$1.34M0.1%N/A0.018%
2/18/2026Palisade Capital Management LP32,125$3.81M0.1%-28.8%0.051%
2/18/2026Man Group plc10,298$1.22M0.0%N/A0.016%
2/18/2026Balyasny Asset Management L.P.39,125$4.64M0.0%+64.5%0.062%
2/17/2026Freestone Grove Partners LP495,532$58.70M0.4%+36.3%0.783%
2/17/2026Schonfeld Strategic Advisors LLC5,438$644K0.0%N/A0.009%
2/17/2026AQR Capital Management LLC380,664$45.09M0.0%-9.5%0.602%
2/17/2026Laird Norton Wetherby Trust Company LLC3,209$380K0.0%N/A0.005%
2/17/2026FIL Ltd45,000$5.33M0.0%N/A0.071%
2/17/2026Price T Rowe Associates Inc. MD18,461$2.19M0.0%+1.3%0.029%
2/17/2026Osaic Holdings Inc.1,114$132K0.0%-10.0%0.002%
2/17/2026Public Employees Retirement System of Ohio8,742$1.04M0.0%-3.0%0.014%
2/17/2026California State Teachers Retirement System20,915$2.48M0.0%-4.0%0.033%
2/17/2026Russell Investments Group Ltd.49,570$5.87M0.0%-66.8%0.078%
2/17/2026Captrust Financial Advisors1,764$209K0.0%-24.5%0.003%
2/17/2026&PARTNERS2,671$316K0.0%-16.6%0.004%
2/17/2026Royal Bank of Canada2,188$259K0.0%-8.6%0.003%
2/17/2026Aster Capital Management DIFC Ltd2,382$282K0.1%+547.3%0.004%
2/16/2026Squarepoint Ops LLC26,688$3.16M0.0%N/A0.042%
2/16/2026Verition Fund Management LLC38,634$4.58M0.0%-3.4%0.061%
2/16/2026MML Investors Services LLC2,368$281K0.0%N/A0.004%
2/16/2026Barclays PLC45,367$5.37M0.0%+1,527.2%0.072%
2/16/2026Aigen Investment Management LP6,402$758K0.2%+42.9%0.010%
2/13/2026FORA Capital LLC2,844$337K0.0%N/A0.004%
2/13/2026The Manufacturers Life Insurance Company 6,717$796K0.0%+2.3%0.011%
2/13/2026Avenir Corp124,997$14.81M1.6%-0.4%0.198%
2/13/2026Bridgewater Associates LP13,011$1.54M0.0%-73.2%0.021%
2/13/2026Stifel Financial Corp2,336$277K0.0%-24.3%0.004%
2/13/2026Martin & Co. Inc. TN18,786$2.23M0.4%+3.5%0.030%
2/13/2026Jacobs Levy Equity Management Inc.162,511$19.25M0.1%-42.6%0.257%
2/13/2026Rafferty Asset Management LLC36,370$4.31M0.0%-0.6%0.058%
2/13/2026First Trust Advisors LP441,491$52.30M0.0%-16.3%0.698%
2/13/2026Charles Schwab Investment Management Inc.219,491$26.00M0.0%-0.3%0.347%
2/13/2026 Police & Firemen s Retirement System of New Jersey9,397$1.11M0.0%-3.4%0.015%
2/13/2026State Street Corp872,649$103.37M0.0%+5.3%1.380%
2/13/2026Victory Capital Management Inc.221,461$26.23M0.0%-5.4%0.350%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC78,141$9.26M0.0%-1.8%0.124%
2/13/2026Wells Fargo & Company MN39,558$4.69M0.0%-34.1%0.063%
2/12/2026Federation des caisses Desjardins du Quebec1,768$209K0.0%+16.3%0.003%
2/12/2026HRT Financial LP11,051$1.31M0.0%N/A0.017%
2/12/2026DRW Securities LLC4,811$570K0.0%N/A0.008%
2/12/2026Cibc World Markets Corp1,105,807$130.99M0.6%N/A1.748%
2/12/2026Renaissance Technologies LLC19,577$2.32M0.0%-52.6%0.031%
2/12/2026Dimensional Fund Advisors LP2,673,692$316.73M0.1%+1.7%4.227%
2/12/2026Steward Partners Investment Advisory LLC500$59K0.0%N/A0.001%
2/12/2026Pinnacle Holdings LLC260$31K0.0%N/A0.000%
2/12/2026Swiss National Bank43,974$5.21M0.0%+0.9%0.070%
2/12/2026Nuveen LLC32,042$3.80M0.0%-5.7%0.051%
2/12/2026Cowa LLC6,123$725K0.2%+1.7%0.010%
2/11/2026Inceptionr LLC10,392$1.23M0.3%+100.9%0.016%
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2/11/2026Deutsche Bank AG2,055$243K0.0%-47.8%0.003%
2/11/2026Cerity Partners LLC1,883$223K0.0%-4.0%0.003%
2/11/2026LPL Financial LLC2,882$341K0.0%-21.9%0.005%
2/11/2026O Shaughnessy Asset Management LLC3,076$364K0.0%-9.9%0.005%
2/11/2026Syon Capital LLC3,250$385K0.0%+10.4%0.005%
2/11/2026Parallel Advisors LLC6,157$729K0.0%-2.9%0.010%
2/11/2026 Daiwa Securities Group Inc.310$37K0.0%-82.0%0.000%
2/10/2026Cibc World Market Inc.908,800$107.66M0.2%+39.0%1.437%
2/10/2026 Reinhart Partners LLC.30,190$3.58M0.1%-53.0%0.048%
2/10/2026Goldman Sachs Group Inc.70,156$8.31M0.0%-8.5%0.111%


BOKF Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 institutional investors and hedge funds held shares of BOK Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($346.84M), Vanguard Group Inc. ($272.18M), Ariel Investments LLC ($174.74M), FMR LLC ($168.08M), Cibc World Markets Corp ($130.99M), CIBC Bancorp USA Inc. ($123.23M), and Cibc World Market Inc. ($107.66M).Learn more on BOK Financial's institutional investors.

34.44% of BOK Financial's stock is owned by institutional investors. Learn more on BOKF's institutional investor holdings.

Of the 214 institutional investors that purchased BOK Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CIBC Bancorp USA Inc. ($1.11M), Cibc World Markets Corp ($1.11M), Norges Bank ($751.07K), Freestone Grove Partners LP ($628.04K), Dimensional Fund Advisors LP ($453.89K), First Trust Advisors LP ($387.95K), and AQR Capital Management LLC ($354.71K).

Institutional investors have bought a total of 5,294,209 shares in the last 24 months. This purchase volume represents approximately $598.28M in transactions.

Of the 90 institutional investors that sold BOK Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Capital Management LLC ($204.33K), First Trust Advisors LP ($195.15K), Qube Research & Technologies Ltd ($180.69K), Jacobs Levy Equity Management Inc. ($132.22K), Russell Investments Group Ltd. ($101.70K), Vanguard Group Inc. ($82.07K), and UBS Group AG ($72.71K).

Institutional investors have sold a total of 1,699,449 shares in the last 24 months. This volume of shares sold represents approximately $190.82M in transactions.



This page (NASDAQ:BOKF) was last updated on 8/6/2026 by MarketBeat.com Staff.
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