Vault-13

BOK FINL CORP BOKF

COM NEW · Common Stock · CUSIP 05561Q201

American bank holding company

244 institutional holders -11 vs Q4 2024
22,326,16022.3m shares reported held*
34.7% of all shares outstanding*
$2.3bnreported value*
18 new 89 added 80 reduced 30 sold out net bought ≈ $46.9m (+450.6k 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 ($11.4m this quarter). Holder counts are more reliable. Shares outstanding: 64.3m as of 2025-03-31, 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 ≈ $104.10. Options: 4 managers hold calls ($2.5m notional), 4 hold puts ($1.8m).

Trends to Q1 2025

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: 255Q1 25: 244244Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022193
Q4 2022237
Q1 2023224
Q2 2023219
Q3 2023203
Q4 2023198
Q1 2024203
Q2 2024220
Q3 2024236
Q4 2024255
Q1 2025244

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 95 bought or addedQ2 23: 110 cut or sold outQ3 23: 77 bought or addedQ3 23: 120 cut or sold outQ3 23Q4 23: 99 bought or addedQ4 23: 93 cut or sold outQ1 24: 87 bought or addedQ1 24: 94 cut or sold outQ1 24Q2 24: 97 bought or addedQ2 24: 93 cut or sold outQ3 24: 105 bought or addedQ3 24: 91 cut or sold outQ3 24Q4 24: 125 bought or addedQ4 24: 102 cut or sold outQ1 25: 107 bought or addedQ1 25: 110 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202395110
Q3 202377120
Q4 20239993
Q1 20248794
Q2 20249793
Q3 202410591
Q4 2024125102
Q1 2025107110

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 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 0.25Q1 25 calls: $2.5mQ1 25 puts: $1.8mQ1 25P/C 0.71
Numbers
QuarterCallsPutsP/C
Q2 2024$1.9m$1.7m0.89
Q3 2024$3.0m$773.8k0.26
Q4 2024$2.1m$511.0k0.25
Q1 2025$2.5m$1.8m0.71

Biggest buyers

AQR CAPITAL MANAGEMENT LLC Added +165,184+165.2k
CITADEL ADVISORS LLC Added +121,939+121.9k
UBS Group AG Added +103,110+103.1k
DIMENSIONAL FUND ADVISORS LP Added +90,948+90.9k
Quantinno Capital Management LP Added +60,459+60.5k
FIL Ltd Added +36,788+36.8k
NORTHERN TRUST CORP Added +36,630+36.6k
FIRST TRUST ADVISORS LP Added +35,086+35.1k
Qube Research & Technologies Ltd Added +34,567+34.6k
NORGES BANK Added +32,736+32.7k

Biggest sellers

Freestone Grove Partners LP Reduced -128,941-128.9k
STATE STREET CORP Reduced -66,181-66.2k
RAYMOND JAMES FINANCIAL INC Reduced -53,009-53.0k
TUDOR INVESTMENT CORP ET AL Sold out -45,002-45.0k
VANGUARD GROUP INC Reduced -33,343-33.3k
DEUTSCHE BANK AG\ Reduced -32,051-32.1k
WELLS FARGO & COMPANY/MN Reduced -23,306-23.3k
HRT FINANCIAL LP Reduced -21,802-21.8k
Jefferies Financial Group Inc. Reduced -20,500-20.5k
TWINBEECH CAPITAL LP Sold out -15,516-15.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2m21.3k shares
Walleye Trading LLC New $208.3k2.0k shares
CITADEL ADVISORS LLC Reduced $93.7k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.2m11.9k shares
CITADEL ADVISORS LLC Added $531.2k5.1k shares
SIMPLEX TRADING, LLC New $31.0k300 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 Q1 2025

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
404Q2 23: 3 buyingQ2 23: 1 sellingQ3 23: 1 buyingQ3 23: 1 sellingQ3 23Q4 23: 1 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24Q2 24: 0 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 1 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q1 20250—1$335.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-01-30 BANGERT STEVEN Director Sold 1,750 $111.85 $195.7k1.8k shares -4%
2025-01-30 BANGERT STEVEN Director Sold 1,250 $111.81 $139.8k1.2k shares -8%

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 George Kaiser Family Foundation 51.45% of their portfolio TULSA, OK 3,361,7073.4m $350.1m $350.1m 51.45% Unchanged
2 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 2,463,1512.5m $256.5m $256.5m 0.06% Added +90.9k +90,948
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,412,1992.4m $251.2m $251.2m 0.00% Reduced -33.3k -33,343
4 ARIEL INVESTMENTS, LLC 2.21% of their portfolio CHICAGO, IL 1,808,2951.8m $188.3m $188.3m 2.21% Added +5.6k +5,614
5 FMR LLC 0.01% of their portfolio BOSTON, MA 1,574,1131.6m $163.9m $163.9m 0.01% Reduced -4.9k -4,871
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,235,9041.2m $128.7m $128.7m 0.00% Reduced -5.5k -5,463
7 CIBC WORLD MARKETS CORP 0.91% of their portfolio NEW YORK, NY 1,105,8071.1m $115.2m $115.2m 0.91% Unchanged
8 CIBC WORLD MARKET INC. 0.19% of their portfolio TORONTO, A6 817,000817.0k $85.1m $85.1m 0.19% Unchanged
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 795,270795.3k $82.8m $82.8m 0.00% Reduced -66.2k -66,181
10 AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio Greenwich, CT 579,732579.7k $59.4m $59.4m 0.06% Added +165.2k +165,184
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 436,916436.9k $45.5m $45.5m 0.00% Added +26.3k +26,346
12 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 280,192280.2k $29.2m $29.2m 0.03% Added +121.9k +121,939
13 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 268,887268.9k $28.0m $28.0m 0.03% Added +16.1k +16,108
14 NORGES BANK 0.00% of their portfolio OSLO, Q8 253,651253.7k $26.4m $26.4m 0.00% Added +32.7k +32,736
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 246,437246.4k $25.7m $25.7m 0.01% Added +103.1k +103,110
16 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 236,832236.8k $24.4m $24.4m 0.04% Added +18.4k +18,355
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 226,359226.4k $23.6m $23.6m 0.00% Reduced -4.5k -4,549
18 JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio FLORHAM PARK, NJ 223,161223.2k $23.2m $23.2m 0.09% Reduced -6.2k -6,175
19 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio Paris, I0 207,189207.2k $21.6m $21.6m 0.06% Added +20.5k +20,512
20 BLAIR WILLIAM & CO/IL 0.06% of their portfolio CHICAGO, IL 195,170195.2k $20.3m $20.3m 0.06% Unchanged
21 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 193,723193.7k $20.2m $20.2m 0.02% Added +35.1k +35,086
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 182,347182.3k $19.0m $19.0m 0.00% Added +36.6k +36,630
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 177,735177.7k $18.5m $18.5m 0.00% Reduced -8.2k -8,166
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 155,660155.7k $16.2m $16.2m 0.00% Reduced -1.7k -1,700
25 AVENIR CORP 1.37% of their portfolio ALEXANDRIA, VA 125,710125.7k $13.1m $13.1m 1.37% Unchanged
26 BOKF, NA 0.23% of their portfolio TULSA, OK 124,487124.5k $13.0m $13.0m 0.23% Unchanged
27 CAMBIAR INVESTORS LLC 0.44% of their portfolio Denver, CO 100,061100.1k $10.4m $10.4m 0.44% Reduced -15.0k -15,033
28 FIL Ltd 0.01% of their portfolio HAMILTON, D0 95,79395.8k $10.0m $10.0m 0.01% Added +36.8k +36,788
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 94,39994.4k $9.8m $9.8m 0.00% Reduced -5.4k -5,410
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 90,17190.2k $9.4m $9.4m 0.00% Added +11.1k +11,057
31 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 77,02977.0k $8.0m $8.0m 0.01% Added +34.6k +34,567
32 Quantinno Capital Management LP 0.05% of their portfolio NEW YORK, NY 76,89676.9k $8.0m $8.0m 0.05% Added +60.5k +60,459
33 Freestone Grove Partners LP 0.08% of their portfolio San Francisco, CA 75,28375.3k $7.8m $7.8m 0.08% Reduced -128.9k -128,941
34 REINHART PARTNERS, LLC. 0.28% of their portfolio MEQUON, WI 73,50073.5k $7.7m $7.7m 0.28% Reduced -5.1k -5,096
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 73,06173.1k $7.6m $7.6m 0.00% Added +16.7k +16,747
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 67,81367.8k $7.1m $7.1m 0.00% Reduced -12.8k -12,822
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 65,87465.9k $6.9m $6.9m 0.00% Reduced -23.3k -23,306
38 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 60,65460.7k $6.3m $6.3m 0.01% Added +1.6k +1,646
39 ROYCE & ASSOCIATES LP 0.06% of their portfolio New York, NY 56,16456.2k $5.8m $5.8m 0.06% Added +12 +12
40 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 55,66755.7k $5.8m $5.8m 0.01% Added +19.8k +19,789
41 Treasurer of the State of North Carolina 0.02% of their portfolio RALEIGH, NC 55,29855.3k $5.8m $5.8m 0.02% Added +10.5k +10,466
42 Prescott Group Capital Management, L.L.C. 0.76% of their portfolio Tulsa, OK 49,99350.0k $5.2m $5.2m 0.76% Unchanged
43 Edgestream Partners, L.P. 0.16% of their portfolio Princeton, NJ 46,52146.5k $4.8m $4.8m 0.16% Added +32.4k +32,380
44 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 46,31046.3k $4.8m $4.8m 0.00% Added +3.2k +3,151
45 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 44,29644.3k $4.6m $4.6m 0.00% First filing
46 Swiss National Bank 0.00% of their portfolio ZURICH, V8 43,47443.5k $4.5m $4.5m 0.00% Reduced -700 -700
47 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 42,67042.7k $4.4m $4.4m 0.03% Reduced -202 -202
48 PALISADE CAPITAL MANAGEMENT, LP 0.12% of their portfolio FORT LEE, NJ 40,85240.9k $4.3m $4.3m 0.12% Added +1.5k +1,501
49 Trexquant Investment LP 0.05% of their portfolio STAMFORD, CT 39,49939.5k $4.1m $4.1m 0.05% Added +14.6k +14,566
50 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 38,57738.6k $4.0m $4.0m 0.01% Added +27.5k +27,500
51 Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio COLUMBUS, OH 36,27336.3k $3.8m $3.8m 0.02% Reduced -9.7k -9,719
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 34,53334.5k $3.6m $3.6m 0.00% Reduced -303 -303
53 DARK FOREST CAPITAL MANAGEMENT LP 0.15% of their portfolio NEW YORK, NY 32,40232.4k $3.4m $3.4m 0.15% Added +30.5k +30,484
54 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 32,28332.3k $3.4m $3.4m 0.01% Added +8.1k +8,100
55 ALGERT GLOBAL LLC 0.08% of their portfolio SAN FRANCISCO, CA 31,86531.9k $3.3m $3.3m 0.08% Unchanged
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 28,97629.0k $3.0m $3.0m 0.00% Reduced -4.7k -4,682
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,26328.3k $2.9m $2.9m 0.00% Reduced -308 -308
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,25128.3k $2.9m $2.9m 0.00% Added +7.6k +7,639
59 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 27,32527.3k $2.8m $2.8m 0.01% Added +24.3k +24,283
60 WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio CHICAGO, IL 24,84024.8k $2.6m $2.6m 0.05% Added +5.6k +5,584
61 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 24,42324.4k $2.5m $2.5m 0.02% Reduced -3.6k -3,605
62 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,35424.4k $2.5m $2.5m 0.00% Added +5.2k +5,249
63 Legal & General Group Plc 0.00% of their portfolio London, X0 23,06223.1k $2.4m $2.4m 0.00% Added +449 +449
64 MEEDER ASSET MANAGEMENT INC 0.16% of their portfolio DUBLIN, OH 22,88122.9k $2.4m $2.4m 0.16% New
65 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 22,30622.3k $2.3m $2.3m 0.01% Reduced -5.9k -5,860
66 VELA Investment Management, LLC 0.78% of their portfolio NEW ALBANY, OH 21,70721.7k $2.3m $2.3m 0.78% Unchanged
67 AlphaQuest LLC 0.25% of their portfolio New York, NY 21,68521.7k $2.3m $2.3m 0.25% Added +1.8k +1,764
68 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 21,19021.2k $2.4m $2.4m 0.00% Added +13.0k +13,020
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,94020.9k $2.2m $2.2m 0.00% Reduced -1.5k -1,494
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 20,59220.6k $2.1m $2.1m 0.00% Reduced -409 -409
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,32620.3k $2.1m $2.1m 0.00% Added +15.7k +15,748
72 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 18,39118.4k $1.9m $1.9m 0.01% Reduced -3.9k -3,942
73 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 18,32218.3k $1.9m $1.9m 0.00% Added +892 +892
74 Polaris Capital Management, LLC 0.11% of their portfolio BOSTON, MA 18,16418.2k $1.9m $1.9m 0.11% Unchanged
75 MARTIN & CO INC /TN/ 0.36% of their portfolio Knoxville, TN 17,82617.8k $1.9m $1.9m 0.36% Added +298 +298
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,87316.9k $1.8m $1.8m 0.00% Added +1.9k +1,865
77 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 16,10016.1k $1.7m $1.7m 0.03% Reduced -20.5k -20,500
78 GSA CAPITAL PARTNERS LLP 0.14% of their portfolio LONDON, X0 14,51714.5k $1.5m $1.5m 0.14% Added +6.0k +5,978
79 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 13,80713.8k $1.4m $1.4m 0.00% Reduced -960 -960
80 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 13,75313.8k $1.4m $1.4m 0.00% Unchanged
81 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 13,26213.3k $1.4m $1.4m 0.00% Added +985 +985
82 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 13,20513.2k $1.4m $1.4m 0.01% Reduced -21.8k -21,802
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,05713.1k $1.4m $1.4m 0.00% Added +2.5k +2,471
84 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 12,35512.4k $1.3m $1.3m 0.01% Reduced -5.8k -5,829
85 Avalon Advisory Group 0.58% of their portfolio Wexford, PA 11,76911.8k $1.2m $1.2m 0.58% Unchanged
86 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,54511.5k $1.2m $1.2m 0.00% Reduced -2.0k -2,000
87 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 11,10711.1k $1.2m $1.2m 0.01% Reduced -562 -562
88 Probity Advisors, Inc. 0.22% of their portfolio DALLAS, TX 11,09811.1k $1.2m $1.2m 0.22% Reduced -284 -284
89 Galvin, Gaustad & Stein, LLC 0.10% of their portfolio Scottsdale, AZ 10,81510.8k $1.1m $1.1m 0.10% Unchanged
90 Alaska Permanent Fund Corp 0.01% of their portfolio JUNEAU, AK 10,46110.5k $974.7k $974.7k 0.01% Unchanged
91 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 10,12410.1k $1.1m $1.1m 0.01% Reduced -304 -304
92 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 10,11810.1k $1.1m $1.1m 0.00% Added +620 +620
93 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 9,5249.5k $991.9k $991.9k 0.00% First filing
94 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 9,4759.5k $986.8k $986.8k 0.00% Unchanged
95 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 9,4609.5k $981.0k $981.0k 0.00% Reduced -1.7k -1,700
96 VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio RICHMOND, VA 9,3709.4k $975.9k $975.9k 0.01% First filing
97 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 8,6998.7k $906.0k $906.0k 0.02% Added +3.3k +3,339
98 Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio TRENTON, NJ 8,2178.2k $855.8k $855.8k 0.01% Unchanged
99 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 8,0448.0k $837.8k $837.8k 0.00% Unchanged
100 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,9688.0k $830.0k $830.0k 0.00% Reduced -1.2k -1,248