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BOK Financial (BOKF) Institutional Ownership

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$128.23 -0.13 (-0.10%)
Closing price 04:00 PM Eastern
Extended Trading
$128.15 -0.08 (-0.06%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
115
Total
Institutional Inflows
(last 12 months)
$541.16M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$152.90M
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BOKF Institutional Buying and Selling by Quarter

BOK Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 CX Institutional4,800$607K0.0%-4.0%0.008%
9/9/2026Engineers Gate Manager LP7,121$989K0.0%N/A0.012%
9/9/2026Squarepoint Ops LLC62,859$8.73M0.0%-26.6%0.103%
9/8/2026Allworth Financial LP409$57K0.0%+41.5%0.001%
9/8/2026Arizona State Retirement System5,449$757K0.0%-10.4%0.009%
9/8/2026Nykredit A S1,394$194K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP4,261$592K0.0%+15.6%0.007%
8/22/2026Syon Capital LLC3,225$448K0.0%-4.0%0.005%
8/22/2026Concurrent Investment Advisors LLC3,626$504K0.0%+2.2%0.006%
8/21/2026AXQ Capital LP7,363$1.02M0.1%+80.7%0.012%
8/21/2026Nykredit A S1,394$194K0.0%N/A0.002%
8/20/2026BTG Pactual Asset Management US LLC3,520$489K0.0%N/A0.006%
8/20/2026Headlands Technologies LLC1,502$209K0.0%N/A0.002%
8/13/2026Pinnacle Holdings LLC260$36K0.0%N/A0.000%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor12,010$1.67M0.0%N/A0.020%
8/6/2026Bank of New York Mellon Corp144,070$20.01M0.0%N/A0.237%
7/9/2026Everpar Advisors LLC1,560$217K0.1%N/A0.003%
7/8/2026Reinhart 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 Company6,571$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%
5/1/2026Sequoia Financial Advisors LLC2,907$372K0.0%-28.8%0.005%
4/30/2026Hsbc Holdings PLC9,020$1.16M0.0%N/A0.015%
4/30/2026Isthmus Partners LLC26,245$3.36M0.4%+75.2%0.043%
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4/28/2026DGS Capital Management LLC1,919$246K0.0%N/A0.003%
4/25/2026Strs Ohio447$57K0.0%-15.7%0.001%
4/24/2026Root Financial Partners LLC367$47K0.0%+56.2%0.001%
4/22/2026Pictet Asset Management Holding SA4,118$527K0.0%+11.4%0.007%
4/22/2026Sterling 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%
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%
2/13/2026Police & Firemen s Retirement System of New Jersey9,397$1.11M0.0%-3.4%0.015%
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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%


BOKF Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 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 219 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), First Trust Advisors LP ($387.95K), AQR Capital Management LLC ($354.71K), and Dimensional Fund Advisors LP ($327.94K).

Institutional investors have bought a total of 4,635,057 shares in the last 24 months. This purchase volume represents approximately $541.16M in transactions.

Of the 76 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: First Trust Advisors LP ($195.15K), Qube Research & Technologies Ltd ($180.69K), Jacobs Levy Equity Management Inc. ($132.22K), Russell Investments Group Ltd. ($99.79K), Vanguard Group Inc. ($82.07K), UBS Group AG ($72.71K), and Arrowstreet Capital Limited Partnership ($57.41K).

Institutional investors have sold a total of 1,300,971 shares in the last 24 months. This volume of shares sold represents approximately $152.90M in transactions.


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Institutional ownership data for NASDAQ:BOKF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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