BANCFIRST CORP BANF
COM · Common Stock · CUSIP 05945F103
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersOklahoma City, OK
- Founded1966
- Websitebancfirst.bank
- 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 ($2.3m this quarter). Holder counts are more reliable. Shares outstanding: 33.6m as of 2026-07-31, 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 ≈ $111.24. Options: 1 managers hold calls ($444.5k notional), 1 hold puts ($288.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 205 |
| Q4 2022 | 197 |
| Q1 2023 | 186 |
| Q2 2023 | 172 |
| Q3 2023 | 190 |
| Q4 2023 | 184 |
| Q1 2024 | 199 |
| Q2 2024 | 220 |
| Q3 2024 | 225 |
| Q4 2024 | 248 |
| Q1 2025 | 241 |
| Q2 2025 | 259 |
| Q3 2025 | 266 |
| Q4 2025 | 259 |
| Q1 2026 | 246 |
| Q2 2026 | 275 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 119 | 77 |
| Q4 2024 | 120 | 79 |
| Q1 2025 | 104 | 113 |
| Q2 2025 | 124 | 104 |
| Q3 2025 | 136 | 99 |
| Q4 2025 | 105 | 139 |
| Q1 2026 | 106 | 127 |
| Q2 2026 | 143 | 99 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $594.3k | $240.3k | 0.40 |
| Q4 2025 | $455.9k | $243.8k | 0.53 |
| Q1 2026 | $314.6k | $238.7k | 0.76 |
| Q2 2026 | $444.5k | $288.9k | 0.65 |
Biggest buyers
| STATE STREET CORP | Added | +136.5k |
| BlackRock, Inc. | Added | +112.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +57.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +47.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +44.1k |
| Y-Intercept (Hong Kong) Ltd | New | +33.2k |
| MORGAN STANLEY | Added | +30.0k |
| XTX Topco Ltd | New | +29.5k |
| CITADEL ADVISORS LLC | Added | +25.2k |
| DARK FOREST CAPITAL MANAGEMENT LP | New | +24.8k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -199.5k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -165.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -111.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -105.9k |
| FMR LLC | Reduced | -36.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -17.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -15.0k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -11.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -10.3k |
| VANGUARD FIDUCIARY TRUST CO | Reduced | -6.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $444.5k4.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $288.9k2.6k 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.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 9.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2025-08-13 | 7.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $20.2m | — |
| Q1 2025 | 0 | — | 3 | $3.0m | — |
| Q2 2025 | 0 | — | 2 | $1.1m | — |
| Q3 2025 | 0 | — | 1 | $631.5k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $359.7k | — |
| Q2 2026 | 0 | — | 1 | $6.7m | — |
| Q3 2026 | 0 | — | 1 | $19.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $978.2k8.5k shares |
| 2026-08-06 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $345.0k3.0k shares |
| 2026-08-05 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $230.1k2.0k shares |
| 2026-08-04 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $2.1m17.8k shares |
| 2026-08-03 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $1.3m11.5k shares |
| 2026-07-29 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $1.5m12.7k shares |
| 2026-07-28 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $9.5m81.5k shares |
| 2026-07-27 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $3.5m29.7k shares |
| 2026-05-07 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $1.0m9.0k shares |
| 2026-05-06 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $715.6k6.2k shares |
| 2026-04-29 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $1151 share |
| 2026-04-28 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $2.8m24.6k shares |
| 2026-04-27 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $23.6k205 shares |
| 2026-04-24 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $74.8k650 shares |
| 2026-04-23 | RAINBOLT DAVID E Director · David and Kim Rainbolt Foundation | Sold | $2.0m17.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.2m $356.1m | Added +112.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.83% of their portfolio | 2.4m $265.7m | Reduced -199.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $163.2m | Added +136.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.4m $159.8m | Reduced -105.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 973.2k $108.1m | Reduced -111.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 917.1k $101.9m | Added +47.6k |
| BancFirst Trust & Investment Management 42.44% of their portfolio | 896.0k $100.6m | Added +24.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 577.2k $64.2m | Added +44.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.09% of their portfolio | 281.3k $31.3m | Added +11.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 267.1k $29.7m | Reduced -1.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 262.6k $29.2m | Added +57.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 261.2k $29.0m | Added +15.5k |
| NORGES BANK 0.00% of their portfolio | 254.8k $28.3m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 241.5k $26.8m | Added +30.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 228.2k $25.4m | Added +23.8k |
| Champlain Investment Partners, LLC 0.63% of their portfolio | 222.3k $24.7m | Reduced -1.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 161.3k $17.9m | Added +5.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 139.8k $15.5m | Reduced -6.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 122.0k $13.6m | Reduced -11.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 100.7k $11.2m | Reduced -882 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 98.9k $11.0m | Reduced -6.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 97.8k $10.9m | Reduced -15.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 79.8k $8.9m | Reduced -1.3k |
| Invesco Ltd. 0.00% of their portfolio | 77.3k $8.6m | Reduced -4.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 77.0k $8.8m | Reduced -220 |
| Public Sector Pension Investment Board 0.02% of their portfolio | 71.6k $8.0m | Reduced -2.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 70.2k $7.8m | Added +25.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 62.4k $6.9m | Added +17.8k |
| CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio | 61.7k $6.9m | Reduced -480 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 56.0k $6.2m | Reduced -4.0k |
| Edgestream Partners, L.P. 0.17% of their portfolio | 52.6k $5.8m | Added +20.4k |
| Nuveen, LLC 0.00% of their portfolio | 51.3k $5.7m | Added +5.2k |
| Numerai GP LLC 0.47% of their portfolio | 51.2k $5.7m | Added +18.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 50.3k $5.6m | Reduced -165.8k |
| Legal & General Group Plc 0.00% of their portfolio | 48.6k $5.4m | Added +529 |
| Swiss National Bank 0.00% of their portfolio | 42.1k $4.7m | Reduced -600 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 41.5k $4.6m | Added +5.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 39.0k $4.3m | Reduced -2.3k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 38.4k $4.3m | Added +12.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 37.1k $4.1m | Added +13.6k |
| UBS Group AG 0.00% of their portfolio | 37.0k $4.1m | Added +2.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 36.6k $4.1m | Reduced -4.3k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 35.2k $3.9m | Reduced -3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 33.7k $3.7m | Reduced -328 |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 33.2k $3.7m | New |
| Callan Family Office, LLC 0.07% of their portfolio | 33.0k $3.7m | Reduced -139 |
| ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio | 32.1k $3.6m | Added +2.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 30.1k $3.3m | Added +2.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.0k $3.3m | Added +1.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 29.8k $3.3m | Added +1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 29.7k $3.3m | Added +5.1k |
| XTX Topco Ltd 0.04% of their portfolio | 29.5k $3.3m | New |
| CITIGROUP INC 0.00% of their portfolio | 28.7k $3.2m | Added +11.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 28.3k $3.1m | Added +96 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 26.3k $2.9m | Reduced -1.5k |
| Rosenthal | Henry Capital Advisors, Inc. 2.54% of their portfolio | 26.1k $2.9m | Unchanged |
| DARK FOREST CAPITAL MANAGEMENT LP 0.18% of their portfolio | 24.8k $2.8m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.8k $2.8m | Added +2.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 24.6k $2.7m | Added +8.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.4k $2.7m | Added +3.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 22.9k $2.5m | Added +9.2k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 22.3k $2.5m | Added +13.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 21.7k $2.4m | Added +320 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 19.7k $2.2m | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 18.6k $2.1m | Added +8 |
| &PARTNERS 0.01% of their portfolio | 17.9k $2.0m | Added +349 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 17.4k $1.9m | Added +649 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 17.0k $1.9m | Reduced -5.1k |
| Vestmark Advisory Solutions, Inc. 0.02% of their portfolio | 16.8k $1.9m | Added +80 |
| NewEdge Wealth, LLC 0.02% of their portfolio | 16.8k $1.9m | Added +80 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 16.8k $1.9m | Reduced -526 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 16.2k $1.8m | Added +10.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 15.5k $1.7m | Reduced -17.5k |
| Atria Investments, Inc 0.02% of their portfolio | 15.1k $1.7m | Reduced -196 |
| Triton Financial Group Inc 0.97% of their portfolio | 15.1k $1.7m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 13.8k $1.5m | Added +8.7k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 13.7k $1.5m | Reduced -205 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 13.6k $1.5m | Unchanged |
| Creative Planning 0.00% of their portfolio | 13.3k $1.5m | Added +1.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 12.6k $1.4m | Added +1.1k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 12.6k $1.4m | Reduced -128 |
| FMR LLC 0.00% of their portfolio | 11.8k $1.3m | Reduced -36.1k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 11.5k $1.3m | Reduced -2.0k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 11.1k $1.2m | Reduced -67 |
| Ironwood Investment Counsel, LLC 0.16% of their portfolio | 11.0k $1.2m | Unchanged |
| Magnetar Financial LLC 0.01% of their portfolio | 11.0k $1.2m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.0k $1.2m | Added +1.2k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 10.6k $1.2m | Reduced -178 |
| Jupiter Topco LLC 0.00% of their portfolio | 10.5k $1.2m | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 10.0k $1.1m | Added +194 |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.7k $1.1m | Reduced -5.0k |
| LEGACY FINANCIAL GROUP, INC. 0.25% of their portfolio | 9.7k $1.1m | Unchanged |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 9.1k $1.0m | Reduced -100 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.9k $987.5k | Added +2.3k |
| Quantbot Technologies LP 0.04% of their portfolio | 8.9k $985.3k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.6k $950.8k | Reduced -344 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 8.4k $929.7k | Added +17 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 8.3k $925.0k | Reduced -3.5k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 8.1k $905.0k | Added +3.7k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.05% of their portfolio | 8.0k $892.6k | Added +926 |