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 ($3.0m this quarter). Holder counts are more reliable. Shares outstanding: 32.9m as of 2023-01-31, 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 ≈ $88.22. Options: 2 managers hold calls ($396.8k notional), 2 hold puts ($1.0k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 205 |
| Q4 2022 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $268.0k | $0 | 0.00 |
| Q4 2022 | $396.8k | $1.0k | 0.00 |
Biggest buyers
| NORGES BANK | Added | +169.1k |
| GOLDMAN SACHS GROUP INC | Added | +58.6k |
| FIRST TRUST ADVISORS LP | Added | +37.1k |
| Hodges Capital Management Inc. | Added | +30.4k |
| VANGUARD GROUP INC | Added | +23.0k |
| BlackRock Inc. | Added | +19.1k |
| Nuveen Asset Management, LLC | Added | +17.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +14.9k |
| FMR LLC | Added | +14.6k |
| FEDERATED HERMES, INC. | Added | +14.3k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -381.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -161.7k |
| STATE STREET CORP | Reduced | -90.6k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -65.6k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -47.1k |
| STIFEL FINANCIAL CORP | Reduced | -39.3k |
| CITADEL ADVISORS LLC | Reduced | -33.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -32.5k |
| Cubist Systematic Strategies, LLC | Reduced | -30.2k |
| Global IMC LLC | Sold out | -30.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $396.8k4.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Cutler Group LLC / CA | New | $1.0k100 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.
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 in Q4 2022
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 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 2 | $1.8m | — |
| Q2 2022 | 0 | — | 3 | $16.0m | — |
| Q3 2022 | 1 | $17.2k | 4 | $8.8m | — |
| Q4 2022 | 1 | $19.2k | 1 | $185.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-09 | Lopez Dave R Director | Sold | $185.9k2.0k shares |
| 2022-10-18 | SCHMIDT DARRYL Executive Vice President, director | Bought | $19.2k210 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 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 2.9m $256.2m | Added +19.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 2.2m $196.6m | Added +23.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.60% of their portfolio | 2.2m $192.8m | Reduced -381.4k |
| BancFirst Trust & Investment Management 56.17% of their portfolio | 1.1m $98.1m | Reduced -1.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 924.1k $81.5m | Reduced -16.6k |
| STATE STREET CORP 0.00% of their portfolio | 764.4k $67.7m | Reduced -90.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 361.8k $31.9m | Added +14.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 324.0k $28.6m | Added +9.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 247.6k $21.8m | Reduced -161.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 218.3k $19.2m | Reduced -23.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 217.1k $19.1m | Reduced -9.6k |
| NORGES BANK 0.00% of their portfolio | 197.3k $17.4m | Added +169.1k |
| MORGAN STANLEY 0.00% of their portfolio | 193.8k $17.1m | Reduced -27.9k |
| Invesco Ltd. 0.00% of their portfolio | 148.5k $13.1m | Added +284 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 135.4k $11.9m | Added +3.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 90.7k $8.0m | Added +58.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 88.3k $7.8m | Added +17.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 88.0k $7.8m | Reduced -47.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 80.0k $7.1m | Reduced -33.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 71.8k $6.3m | Reduced -3.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 67.1k $5.9m | Added +9.8k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 61.7k $5.4m | Reduced -30.2k |
| Rosenthal | Henry Capital Advisors, Inc. 4.82% of their portfolio | 61.0k $5.4m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 55.7k $4.9m | Added +37.1k |
| CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio | 54.9k $4.8m | Added +1.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 53.7k $4.7m | Reduced -774 |
| Legal & General Group Plc 0.00% of their portfolio | 53.0k $4.7m | Added +2.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 46.4k $4.1m | Reduced -12.5k |
| Swiss National Bank 0.00% of their portfolio | 43.5k $3.8m | Added +800 |
| Full Sail Capital, LLC 0.34% of their portfolio | 40.2k $3.5m | Reduced -2.3k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 38.9k $3.4m | Reduced -25.4k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 38.7k $3.4m | Added +1.5k |
| HRT FINANCIAL LP 0.05% of their portfolio | 35.2k $3.1m | Added +1.9k |
| Hodges Capital Management Inc. 0.27% of their portfolio | 34.4k $3.0m | Added +30.4k |
| REGIONS FINANCIAL CORP 0.03% of their portfolio | 34.3k $3.0m | Reduced -17.1k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 31.7k $2.8m | Reduced -158 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 28.2k $2.5m | Added +11.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 27.0k $2.4m | Added +1.5k |
| FMR LLC 0.00% of their portfolio | 25.4k $2.2m | Added +14.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 24.3k $2.1m | Added +1.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 23.5k $2.1m | Added +284 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 22.6k $2.0m | Added +1.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 22.5k $2.0m | Reduced -13.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.0k $1.9m | Added +2.0k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 21.5k $1.9m | Reduced -13.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 20.3k $1.8m | Reduced -39.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 18.6k $1.6m | Added +2.8k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 17.9k $1.6m | Reduced -94 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 17.7k $1.6m | Reduced -130 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 16.8k $1.5m | Added +5.8k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 16.1k $1.4m | Added +3.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.0k $1.4m | Added +743 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 15.9k $1.4m | Reduced -12.1k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 15.2k $1.3m | Added +14.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.7k $1.3m | Reduced -249 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 14.7k $1.3m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.5k $1.3m | Added +4.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 14.2k $1.3m | Added +5.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 14.1k $1.2m | Added +1.6k |
| NewEdge Wealth, LLC 0.05% of their portfolio | 14.1k $1.2m | Reduced -10.0k |
| BARCLAYS PLC 0.00% of their portfolio | 14.0k $1.2m | First filing |
| Vestmark Advisory Solutions, Inc. 0.06% of their portfolio | 14.0k $1.2m | Reduced -10.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 13.7k $1.2m | Reduced -32.5k |
| Triton Financial Group Inc 0.96% of their portfolio | 13.6k $1.2m | Added +264 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.9k $1.1m | Reduced -9.2k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 12.8k $1.1m | Reduced -742 |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 12.7k $1.1m | Reduced -4.1k |
| Forum Financial Management, LP 0.04% of their portfolio | 12.3k $1.1m | Unchanged |
| Beacon Pointe Advisors, LLC 0.02% of their portfolio | 12.1k $1.1m | Added +117 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 12.1k $1.1m | Added +100 |
| CITIGROUP INC 0.00% of their portfolio | 12.0k $1.1m | Added +2.0k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 11.7k $1.0m | Reduced -789 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 11.7k $1.0m | Reduced -2.4k |
| PDT Partners, LLC 0.17% of their portfolio | 11.6k $1.0m | New |
| ARVEST TRUST CO N A 0.06% of their portfolio | 11.6k $1.0m | Unchanged |
| Ironwood Investment Counsel, LLC 0.24% of their portfolio | 11.4k $1.0m | Unchanged |
| Align Wealth Management, LLC 0.85% of their portfolio | 11.3k $1.0m | First filing |
| LPL Financial LLC 0.00% of their portfolio | 10.9k $963.6k | Reduced -135 |
| COMERICA BANK 0.01% of their portfolio | 10.6k $961.0k | Reduced -3.1k |
| AVIVA PLC 0.00% of their portfolio | 10.6k $932.9k | Reduced -5.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 10.5k $928.4k | Reduced -74 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 10.2k $902.5k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 9.9k $876.0k | Added +4.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 9.2k $807.2k | Reduced -65.6k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 9.1k $798.0k | Added +4.9k |
| KBC Group NV 0.00% of their portfolio | 9.0k $794.0k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 9.0k $792.8k | Added +4.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 8.9k $783.6k | Added +1.9k |
| AMALGAMATED BANK 0.01% of their portfolio | 8.6k $756.0k | Added +41 |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 8.3k $732.0k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 8.0k $706.9k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 7.9k $699.0k | Added +46 |
| UBS Group AG 0.00% of their portfolio | 7.3k $646.9k | Reduced -3.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 7.3k $643.9k | Unchanged |
| Maryland State Retirement & Pension System 0.02% of their portfolio | 7.2k $633.5k | Added +78 |
| Jump Financial, LLC 0.03% of their portfolio | 7.0k $621.4k | New |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 6.7k $588.0k | New |
| TECTONIC ADVISORS LLC 0.09% of their portfolio | 6.5k $577.1k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 6.3k $559.1k | Reduced -2.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 6.2k $550.0k | Reduced -2.0k |