Vault-13

BOK FINL CORP BOKF

COM NEW · Common Stock · CUSIP 05561Q201

American bank holding company

255 institutional holders +19 vs Q3 2024
21,861,33921.9m shares reported held*
34.0% of all shares outstanding*
$2.3bnreported value*
39 new 86 added 75 reduced 27 sold out net sold ≈ $18.5m (-173.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Shares outstanding: 64.2m as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $106.45. Options: 4 managers hold calls ($2.1m notional), 2 hold puts ($511.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 193Q4 22: 237Q1 23: 224Q2 23: 219Q3 23: 203Q4 23: 198Q1 24: 203Q2 24: 220Q3 24: 236Q4 24: 255255Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022193
Q4 2022237
Q1 2023224
Q2 2023219
Q3 2023203
Q4 2023198
Q1 2024203
Q2 2024220
Q3 2024236
Q4 2024255

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 23: 122 bought or addedQ1 23: 105 cut or sold outQ2 23: 95 bought or addedQ2 23: 110 cut or sold outQ2 23Q3 23: 77 bought or addedQ3 23: 120 cut or sold outQ4 23: 99 bought or addedQ4 23: 93 cut or sold outQ4 23Q1 24: 87 bought or addedQ1 24: 94 cut or sold outQ2 24: 97 bought or addedQ2 24: 93 cut or sold outQ2 24Q3 24: 105 bought or addedQ3 24: 91 cut or sold outQ4 24: 125 bought or addedQ4 24: 102 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023122105
Q2 202395110
Q3 202377120
Q4 20239993
Q1 20248794
Q2 20249793
Q3 202410591
Q4 2024125102

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ1 24 calls: $5.7mQ1 24 puts: $607.2kQ1 24P/C 0.11Q2 24 calls: $1.9mQ2 24 puts: $1.7mQ2 24P/C 0.89Q3 24 calls: $3.0mQ3 24 puts: $773.8kQ3 24P/C 0.26Q4 24 calls: $2.1mQ4 24 puts: $511.0kQ4 24P/C 0.25
Numbers
QuarterCallsPutsP/C
Q1 2024$5.7m$607.2k0.11
Q2 2024$1.9m$1.7m0.89
Q3 2024$3.0m$773.8k0.26
Q4 2024$2.1m$511.0k0.25

Biggest buyers

AQR CAPITAL MANAGEMENT LLC Added +184,261+184.3k
UBS Group AG Added +120,468+120.5k
BlackRock, Inc. Added +116,413+116.4k
DIMENSIONAL FUND ADVISORS LP Added +98,588+98.6k
FIL Ltd New +59,005+59.0k
MILLENNIUM MANAGEMENT LLC Added +57,420+57.4k
FIRST TRUST ADVISORS LP Added +54,075+54.1k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Added +50,586+50.6k
TUDOR INVESTMENT CORP ET AL New +45,002+45.0k
Verition Fund Management LLC New +42,872+42.9k

Biggest sellers

Diamond Hill Capital Management, LLC (Investment Advisor) Reduced -289,094-289.1k
CIBC WORLD MARKET INC. Reduced -250,000-250.0k
CITADEL ADVISORS LLC Reduced -248,954-249.0k
Point72 Asset Management, L.P. Sold out -136,833-136.8k
CIBC WORLD MARKETS CORP Reduced -74,151-74.2k
ARIEL INVESTMENTS, LLC Reduced -57,109-57.1k
REINHART PARTNERS, LLC. Reduced -43,296-43.3k
GOLDMAN SACHS GROUP INC Reduced -42,418-42.4k
JANE STREET GROUP, LLC Reduced -39,983-40.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -39,036-39.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.7m15.6k shares
CITADEL ADVISORS LLC Reduced $372.6k3.5k shares
SIMPLEX TRADING, LLC Reduced $21.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Unchanged $511.0k4.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 23: 4 buyingQ1 23: 1 sellingQ2 23: 3 buyingQ2 23: 1 sellingQ2 23Q3 23: 1 buyingQ3 23: 1 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20234$572.0k1$771.0k—
Q2 20233$388.2k1$225.8k—
Q3 20231$97.3k1$272.3k—
Q4 20231$69.7k0——
Q1 20240—1$346.4k—
Q2 20240—1$458.4k—
Q3 20240—1$315.7k—
Q4 20240—1$353.4k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-11-06 BANGERT STEVEN Director Sold 2,000 $117.83 $235.7k2.0k shares -4%
2024-11-06 BANGERT STEVEN Director Sold 1,000 $117.75 $117.8k1.0k shares -6%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 George Kaiser Family Foundation 52.72% of their portfolio TULSA, OK 3,361,7073.4m $357.9m $357.9m 52.72% Unchanged
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,445,5422.4m $260.3m $260.3m 0.00% Added +11.4k +11,418
3 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 2,372,2032.4m $252.5m $252.5m 0.06% Added +98.6k +98,588
4 ARIEL INVESTMENTS, LLC 2.05% of their portfolio CHICAGO, IL 1,802,6811.8m $191.9m $191.9m 2.05% Reduced -57.1k -57,109
5 FMR LLC 0.01% of their portfolio BOSTON, MA 1,578,9841.6m $168.1m $168.1m 0.01% Reduced -21.4k -21,350
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,241,3671.2m $132.1m $132.1m 0.00% Added +116.4k +116,413
7 CIBC WORLD MARKETS CORP 0.69% of their portfolio NEW YORK, NY 1,105,8071.1m $117.7m $117.7m 0.69% Reduced -74.2k -74,151
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 861,451861.5k $91.7m $91.7m 0.00% Added +39.1k +39,053
9 CIBC WORLD MARKET INC. 0.20% of their portfolio TORONTO, A6 817,000817.0k $87.0m $87.0m 0.20% Reduced -250.0k -250,000
10 AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio Greenwich, CT 414,548414.5k $44.1m $44.1m 0.06% Added +184.3k +184,261
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 410,570410.6k $43.7m $43.7m 0.00% Added +5.0k +5,028
12 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 252,779252.8k $26.9m $26.9m 0.02% Added +57.4k +57,420
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 230,908230.9k $24.6m $24.6m 0.00% Reduced -8.3k -8,285
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio FLORHAM PARK, NJ 229,336229.3k $24.4m $24.4m 0.09% Added +5.6k +5,591
15 NORGES BANK 0.00% of their portfolio OSLO, Q8 220,915220.9k $23.5m $23.5m 0.00% Added +35.8k +35,800
16 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 218,477218.5k $23.3m $23.3m 0.04% Added +379 +379
17 Freestone Grove Partners LP 0.27% of their portfolio San Francisco, CA 204,224204.2k $21.7m $21.7m 0.27% First filing
18 BLAIR WILLIAM & CO/IL 0.06% of their portfolio CHICAGO, IL 195,170195.2k $20.8m $20.8m 0.06% Unchanged
19 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio Paris, I0 186,677186.7k $19.9m $19.9m 0.05% Added +50.6k +50,586
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 185,901185.9k $19.8m $19.8m 0.00% Reduced -34.8k -34,801
21 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 158,637158.6k $16.9m $16.9m 0.01% Added +54.1k +54,075
22 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 158,253158.3k $16.8m $16.8m 0.02% Reduced -249.0k -248,954
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 157,360157.4k $16.8m $16.8m 0.00% Added +25.4k +25,350
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 145,717145.7k $15.5m $15.5m 0.00% Added +7.6k +7,605
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 143,327143.3k $15.3m $15.3m 0.00% Added +120.5k +120,468
26 AVENIR CORP 1.37% of their portfolio ALEXANDRIA, VA 125,710125.7k $13.4m $13.4m 1.37% Reduced -1.1k -1,140
27 BOKF, NA 0.22% of their portfolio TULSA, OK 124,487124.5k $13.0m $13.0m 0.22% Reduced -5.5k -5,477
28 CAMBIAR INVESTORS LLC 0.49% of their portfolio Denver, CO 115,094115.1k $12.3m $12.3m 0.49% Reduced -14.8k -14,751
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 99,80999.8k $10.6m $10.6m 0.00% Reduced -42.4k -42,418
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,18089.2k $9.5m $9.5m 0.00% Added +3.1k +3,059
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 80,63580.6k $8.6m $8.6m 0.00% Reduced -3.8k -3,797
32 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 79,11479.1k $8.4m $8.4m 0.00% Reduced -3.5k -3,495
33 REINHART PARTNERS, LLC. 0.32% of their portfolio MEQUON, WI 78,59678.6k $8.4m $8.4m 0.32% Reduced -43.3k -43,296
34 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 59,00859.0k $6.3m $6.3m 0.01% Added +2.5k +2,471
35 FIL Ltd 0.01% of their portfolio HAMILTON, D0 59,00559.0k $6.3m $6.3m 0.01% New
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,66457.7k $6.1m $6.1m 0.00% First filing
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,31456.3k $6.0m $6.0m 0.00% Added +12.1k +12,108
38 ROYCE & ASSOCIATES LP 0.06% of their portfolio New York, NY 56,15256.2k $6.0m $6.0m 0.06% Unchanged
39 Prescott Group Capital Management, L.L.C. 0.72% of their portfolio Tulsa, OK 49,99350.0k $5.3m $5.3m 0.72% Reduced -3.5k -3,500
40 Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio COLUMBUS, OH 45,99246.0k $4.9m $4.9m 0.02% Reduced -289.1k -289,094
41 TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio STAMFORD, CT 45,00245.0k $4.8m $4.8m 0.05% New
42 Treasurer of the State of North Carolina 0.02% of their portfolio RALEIGH, NC 44,83244.8k $4.8m $4.8m 0.02% Added +34.9k +34,920
43 Swiss National Bank 0.00% of their portfolio ZURICH, V8 44,17444.2k $4.7m $4.7m 0.00% Reduced -12.5k -12,500
44 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 43,25143.3k $4.6m $4.6m 0.00% Reduced -9.6k -9,599
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 43,15943.2k $4.6m $4.6m 0.00% Added +82 +82
46 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 42,87242.9k $4.6m $4.6m 0.02% New
47 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 42,46242.5k $4.5m $4.5m 0.01% New
48 PALISADE CAPITAL MANAGEMENT, LP 0.11% of their portfolio FORT LEE, NJ 39,35139.4k $4.2m $4.2m 0.11% Added +4.0k +4,045
49 Jefferies Financial Group Inc. 0.04% of their portfolio NEW YORK, NY 36,60036.6k $3.9m $3.9m 0.04% New
50 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 35,87835.9k $3.8m $3.8m 0.01% Reduced -3.9k -3,898
51 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 35,00735.0k $3.7m $3.7m 0.02% Reduced -24.3k -24,330
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 34,83634.8k $3.7m $3.7m 0.00% Added +12.2k +12,213
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 33,68933.7k $3.6m $3.6m 0.00% Added +16.0k +15,970
54 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33,65833.7k $3.6m $3.6m 0.00% Added +13.6k +13,611
55 ALGERT GLOBAL LLC 0.08% of their portfolio SAN FRANCISCO, CA 31,86531.9k $3.4m $3.4m 0.08% Added +5.3k +5,272
56 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,57128.6k $3.0m $3.0m 0.00% Reduced -1.8k -1,795
57 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 28,16628.2k $3.0m $3.0m 0.01% Reduced -4.0k -3,979
58 IEQ CAPITAL, LLC 0.03% of their portfolio Foster City, CA 28,02828.0k $3.0m $3.0m 0.03% New
59 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 24,93324.9k $2.7m $2.7m 0.03% Added +16.3k +16,270
60 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 24,18324.2k $2.6m $2.6m 0.01% Added +6.0k +6,000
61 Legal & General Group Plc 0.00% of their portfolio London, X0 22,61322.6k $2.4m $2.4m 0.00% Reduced -5.5k -5,534
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,43422.4k $2.4m $2.4m 0.00% Reduced -20.5k -20,512
63 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 22,33322.3k $2.4m $2.4m 0.01% Added +2.8k +2,780
64 VELA Investment Management, LLC 0.79% of their portfolio NEW ALBANY, OH 21,70721.7k $2.3m $2.3m 0.79% Added +3.2k +3,165
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 21,00121.0k $2.2m $2.2m 0.00% Reduced -6.0k -6,014
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,61220.6k $2.2m $2.2m 0.00% Reduced -1.1k -1,075
67 AlphaQuest LLC 0.28% of their portfolio New York, NY 19,92119.9k $2.1m $2.1m 0.28% Added +1.5k +1,538
68 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 19,25619.3k $2.0m $2.0m 0.04% Added +2.3k +2,294
69 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,10519.1k $2.0m $2.0m 0.00% Reduced -3.0k -2,987
70 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 18,76218.8k $2.0m $2.0m 0.01% Added +5.6k +5,617
71 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 18,18418.2k $1.9m $1.9m 0.01% Added +9.0k +9,024
72 Polaris Capital Management, LLC 0.09% of their portfolio BOSTON, MA 18,16418.2k $1.9m $1.9m 0.09% Reduced -1.3k -1,300
73 MARTIN & CO INC /TN/ 0.46% of their portfolio Knoxville, TN 17,52817.5k $1.9m $1.9m 0.46% Reduced -632 -632
74 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 17,43017.4k $1.9m $1.9m 0.00% Reduced -3.7k -3,728
75 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 16,43716.4k $1.7m $1.7m 0.02% Added +9.4k +9,450
76 TWINBEECH CAPITAL LP 0.03% of their portfolio PURCHASE, NY 15,51615.5k $1.7m $1.7m 0.03% New
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,00815.0k $1.6m $1.6m 0.00% Added +1.1k +1,091
78 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,76714.8k $1.6m $1.6m 0.00% Reduced -33.6k -33,559
79 Edgestream Partners, L.P. 0.06% of their portfolio Princeton, NJ 14,14114.1k $1.5m $1.5m 0.06% Reduced -2.3k -2,332
80 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 13,75313.8k $1.5m $1.5m 0.00% Unchanged
81 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 13,54513.5k $1.4m $1.4m 0.00% Added +675 +675
82 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 13,39713.4k $1.4m $1.4m 0.00% New
83 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 13,31513.3k $1.4m $1.4m 0.01% Added +80 +80
84 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 12,27712.3k $1.3m $1.3m 0.00% Added +572 +572
85 Avalon Advisory Group 0.57% of their portfolio Wexford, PA 11,76911.8k $1.3m $1.3m 0.57% Reduced -1.3k -1,268
86 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 11,66911.7k $1.2m $1.2m 0.01% New
87 Probity Advisors, Inc. 0.23% of their portfolio DALLAS, TX 11,38211.4k $1.2m $1.2m 0.23% Reduced -440 -440
88 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 11,16011.2k $1.2m $1.2m 0.00% Reduced -2.3k -2,300
89 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 11,07711.1k $1.2m $1.2m 0.00% Added +5.5k +5,500
90 Galvin, Gaustad & Stein, LLC 0.10% of their portfolio Scottsdale, AZ 10,81510.8k $1.2m $1.2m 0.10% Unchanged
91 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,58610.6k $1.1m $1.1m 0.00% Reduced -372 -372
92 Alaska Permanent Fund Corp 0.02% of their portfolio JUNEAU, AK 10,46110.5k $1.1m $1.1m 0.02% Unchanged
93 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 10,42810.4k $1.1m $1.1m 0.01% Reduced -3.7k -3,693
94 Carlson Capital, L.P. 0.65% of their portfolio DALLAS, TX 10,30010.3k $1.1m $1.1m 0.65% New
95 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,5589.6k $1.0m $1.0m 0.00% Added +5.8k +5,804
96 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 9,4989.5k $1.0m $1.0m 0.00% Reduced -778 -778
97 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 9,4759.5k $1.0m $1.0m 0.00% Added +1.2k +1,250
98 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 9,2459.2k $984.1k $984.1k 0.00% Added +4.3k +4,256
99 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,2169.2k $981.0k $981.0k 0.00% Added +7.5k +7,487
100 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 8,7948.8k $936.1k $936.1k 0.01% Reduced -125 -125