BOK FINL CORP BOKF
COM NEW · Common Stock · CUSIP 05561Q201
American bank holding company
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersTulsa, OK
- Websiteinvestor.bokf.com
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 193 |
| Q4 2022 | 237 |
| Q1 2023 | 224 |
| Q2 2023 | 219 |
| Q3 2023 | 203 |
| Q4 2023 | 198 |
| Q1 2024 | 203 |
| Q2 2024 | 220 |
| Q3 2024 | 236 |
| Q4 2024 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 122 | 105 |
| Q2 2023 | 95 | 110 |
| Q3 2023 | 77 | 120 |
| Q4 2023 | 99 | 93 |
| Q1 2024 | 87 | 94 |
| Q2 2024 | 97 | 93 |
| Q3 2024 | 105 | 91 |
| Q4 2024 | 125 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $5.7m | $607.2k | 0.11 |
| Q2 2024 | $1.9m | $1.7m | 0.89 |
| Q3 2024 | $3.0m | $773.8k | 0.26 |
| Q4 2024 | $2.1m | $511.0k | 0.25 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +184.3k |
| UBS Group AG | Added | +120.5k |
| BlackRock, Inc. | Added | +116.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +98.6k |
| FIL Ltd | New | +59.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +57.4k |
| FIRST TRUST ADVISORS LP | Added | +54.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +50.6k |
| TUDOR INVESTMENT CORP ET AL | New | +45.0k |
| Verition Fund Management LLC | New | +42.9k |
Biggest sellers
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -289.1k |
| CIBC WORLD MARKET INC. | Reduced | -250.0k |
| CITADEL ADVISORS LLC | Reduced | -249.0k |
| Point72 Asset Management, L.P. | Sold out | -136.8k |
| CIBC WORLD MARKETS CORP | Reduced | -74.2k |
| ARIEL INVESTMENTS, LLC | Reduced | -57.1k |
| REINHART PARTNERS, LLC. | Reduced | -43.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -42.4k |
| JANE STREET GROUP, LLC | Reduced | -40.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 4 | $572.0k | 1 | $771.0k | — |
| Q2 2023 | 3 | $388.2k | 1 | $225.8k | — |
| Q3 2023 | 1 | $97.3k | 1 | $272.3k | — |
| Q4 2023 | 1 | $69.7k | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $346.4k | — |
| Q2 2024 | 0 | — | 1 | $458.4k | — |
| Q3 2024 | 0 | — | 1 | $315.7k | — |
| Q4 2024 | 0 | — | 1 | $353.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-06 | BANGERT STEVEN Director | Sold | $235.7k2.0k shares |
| 2024-11-06 | BANGERT STEVEN Director | Sold | $117.8k1.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| George Kaiser Family Foundation 52.72% of their portfolio | 3.4m $357.9m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.4m $260.3m | Added +11.4k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.4m $252.5m | Added +98.6k |
| ARIEL INVESTMENTS, LLC 2.05% of their portfolio | 1.8m $191.9m | Reduced -57.1k |
| FMR LLC 0.01% of their portfolio | 1.6m $168.1m | Reduced -21.4k |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $132.1m | Added +116.4k |
| CIBC WORLD MARKETS CORP 0.69% of their portfolio | 1.1m $117.7m | Reduced -74.2k |
| STATE STREET CORP 0.00% of their portfolio | 861.5k $91.7m | Added +39.1k |
| CIBC WORLD MARKET INC. 0.20% of their portfolio | 817.0k $87.0m | Reduced -250.0k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 414.5k $44.1m | Added +184.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 410.6k $43.7m | Added +5.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 252.8k $26.9m | Added +57.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 230.9k $24.6m | Reduced -8.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio | 229.3k $24.4m | Added +5.6k |
| NORGES BANK 0.00% of their portfolio | 220.9k $23.5m | Added +35.8k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 218.5k $23.3m | Added +379 |
| Freestone Grove Partners LP 0.27% of their portfolio | 204.2k $21.7m | First filing |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 195.2k $20.8m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 186.7k $19.9m | Added +50.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 185.9k $19.8m | Reduced -34.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 158.6k $16.9m | Added +54.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 158.3k $16.8m | Reduced -249.0k |
| MORGAN STANLEY 0.00% of their portfolio | 157.4k $16.8m | Added +25.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 145.7k $15.5m | Added +7.6k |
| UBS Group AG 0.00% of their portfolio | 143.3k $15.3m | Added +120.5k |
| AVENIR CORP 1.37% of their portfolio | 125.7k $13.4m | Reduced -1.1k |
| BOKF, NA 0.22% of their portfolio | 124.5k $13.0m | Reduced -5.5k |
| CAMBIAR INVESTORS LLC 0.49% of their portfolio | 115.1k $12.3m | Reduced -14.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 99.8k $10.6m | Reduced -42.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 89.2k $9.5m | Added +3.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.6k $8.6m | Reduced -3.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 79.1k $8.4m | Reduced -3.5k |
| REINHART PARTNERS, LLC. 0.32% of their portfolio | 78.6k $8.4m | Reduced -43.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 59.0k $6.3m | Added +2.5k |
| FIL Ltd 0.01% of their portfolio | 59.0k $6.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 57.7k $6.1m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 56.3k $6.0m | Added +12.1k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 56.2k $6.0m | Unchanged |
| Prescott Group Capital Management, L.L.C. 0.72% of their portfolio | 50.0k $5.3m | Reduced -3.5k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio | 46.0k $4.9m | Reduced -289.1k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 45.0k $4.8m | New |
| Treasurer of the State of North Carolina 0.02% of their portfolio | 44.8k $4.8m | Added +34.9k |
| Swiss National Bank 0.00% of their portfolio | 44.2k $4.7m | Reduced -12.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 43.3k $4.6m | Reduced -9.6k |
| Invesco Ltd. 0.00% of their portfolio | 43.2k $4.6m | Added +82 |
| Verition Fund Management LLC 0.02% of their portfolio | 42.9k $4.6m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 42.5k $4.5m | New |
| PALISADE CAPITAL MANAGEMENT, LP 0.11% of their portfolio | 39.4k $4.2m | Added +4.0k |
| Jefferies Financial Group Inc. 0.04% of their portfolio | 36.6k $3.9m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 35.9k $3.8m | Reduced -3.9k |
| HRT FINANCIAL LP 0.02% of their portfolio | 35.0k $3.7m | Reduced -24.3k |
| CITIGROUP INC 0.00% of their portfolio | 34.8k $3.7m | Added +12.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 33.7k $3.6m | Added +16.0k |
| BARCLAYS PLC 0.00% of their portfolio | 33.7k $3.6m | Added +13.6k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 31.9k $3.4m | Added +5.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 28.6k $3.0m | Reduced -1.8k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 28.2k $3.0m | Reduced -4.0k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 28.0k $3.0m | New |
| Trexquant Investment LP 0.03% of their portfolio | 24.9k $2.7m | Added +16.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 24.2k $2.6m | Added +6.0k |
| Legal & General Group Plc 0.00% of their portfolio | 22.6k $2.4m | Reduced -5.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.4k $2.4m | Reduced -20.5k |
| STRS OHIO 0.01% of their portfolio | 22.3k $2.4m | Added +2.8k |
| VELA Investment Management, LLC 0.79% of their portfolio | 21.7k $2.3m | Added +3.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 21.0k $2.2m | Reduced -6.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 20.6k $2.2m | Reduced -1.1k |
| AlphaQuest LLC 0.28% of their portfolio | 19.9k $2.1m | Added +1.5k |
| WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio | 19.3k $2.0m | Added +2.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 19.1k $2.0m | Reduced -3.0k |
| Squarepoint Ops LLC 0.01% of their portfolio | 18.8k $2.0m | Added +5.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 18.2k $1.9m | Added +9.0k |
| Polaris Capital Management, LLC 0.09% of their portfolio | 18.2k $1.9m | Reduced -1.3k |
| MARTIN & CO INC /TN/ 0.46% of their portfolio | 17.5k $1.9m | Reduced -632 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 17.4k $1.9m | Reduced -3.7k |
| Quantinno Capital Management LP 0.02% of their portfolio | 16.4k $1.7m | Added +9.4k |
| TWINBEECH CAPITAL LP 0.03% of their portfolio | 15.5k $1.7m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 15.0k $1.6m | Added +1.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 14.8k $1.6m | Reduced -33.6k |
| Edgestream Partners, L.P. 0.06% of their portfolio | 14.1k $1.5m | Reduced -2.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 13.8k $1.5m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 13.5k $1.4m | Added +675 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 13.4k $1.4m | New |
| Savant Capital, LLC 0.01% of their portfolio | 13.3k $1.4m | Added +80 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 12.3k $1.3m | Added +572 |
| Avalon Advisory Group 0.57% of their portfolio | 11.8k $1.3m | Reduced -1.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 11.7k $1.2m | New |
| Probity Advisors, Inc. 0.23% of their portfolio | 11.4k $1.2m | Reduced -440 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 11.2k $1.2m | Reduced -2.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 11.1k $1.2m | Added +5.5k |
| Galvin, Gaustad & Stein, LLC 0.10% of their portfolio | 10.8k $1.2m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 10.6k $1.1m | Reduced -372 |
| Alaska Permanent Fund Corp 0.02% of their portfolio | 10.5k $1.1m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 10.4k $1.1m | Reduced -3.7k |
| Carlson Capital, L.P. 0.65% of their portfolio | 10.3k $1.1m | New |
| Focus Partners Wealth 0.00% of their portfolio | 9.6k $1.0m | Added +5.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 9.5k $1.0m | Reduced -778 |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 9.5k $1.0m | Added +1.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 9.2k $984.1k | Added +4.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.2k $981.0k | Added +7.5k |
| Tidal Investments LLC 0.01% of their portfolio | 8.8k $936.1k | Reduced -125 |