Vault-13

BANCFIRST CORP BANF

COM · Common Stock · CUSIP 05945F103

197 institutional holders -8 vs Q3 2022
14,377,41714.4m shares reported held*
43.7% of all shares outstanding*
$1.3bnreported value*
19 new 67 added 68 reduced 29 sold out net sold ≈ $63.5m (-719.8k 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 ($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

0100200300Q3 22: 205Q4 22: 197197Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022205
Q4 2022197

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ3 22 calls: $268.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $396.8kQ4 22 puts: $1.0kQ4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$268.0k$00.00
Q4 2022$396.8k$1.0k0.00

Biggest buyers

NORGES BANK Added +169,133+169.1k
GOLDMAN SACHS GROUP INC Added +58,583+58.6k
FIRST TRUST ADVISORS LP Added +37,115+37.1k
Hodges Capital Management Inc. Added +30,400+30.4k
VANGUARD GROUP INC Added +22,953+23.0k
BlackRock Inc. Added +19,103+19.1k
Nuveen Asset Management, LLC Added +17,352+17.4k
GEODE CAPITAL MANAGEMENT, LLC Added +14,939+14.9k
FMR LLC Added +14,590+14.6k
FEDERATED HERMES, INC. Added +14,346+14.3k

Biggest sellers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -381,351-381.4k
WELLS FARGO & COMPANY/MN Reduced -161,745-161.7k
STATE STREET CORP Reduced -90,592-90.6k
AMERICAN CENTURY COMPANIES INC Reduced -65,616-65.6k
RAYMOND JAMES & ASSOCIATES Reduced -47,109-47.1k
STIFEL FINANCIAL CORP Reduced -39,339-39.3k
CITADEL ADVISORS LLC Reduced -33,817-33.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -32,497-32.5k
Cubist Systematic Strategies, LLC Reduced -30,159-30.2k
Global IMC LLC Sold out -29,967-30.0k

Biggest calls

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-02-05 9.6% 3.2m≈ $352.3m 2025-02-05
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2025-08-13 7.6% 2.5m≈ $282.0m 2025-08-13

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)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 2 sellingQ2 22: 0 buyingQ2 22: 3 sellingQ2 22Q3 22: 1 buyingQ3 22: 4 sellingQ4 22: 1 buyingQ4 22: 1 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—2$1.8m—
Q2 20220—3$16.0m—
Q3 20221$17.2k4$8.8m—
Q4 20221$19.2k1$185.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2022-12-09 Lopez Dave R Director Sold 2,000 $92.96 $185.9k2.0k shares -100%
2022-10-18 SCHMIDT DARRYL Executive Vice President, director Bought 210 $91.23 $19.2k210 shares +<1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 2,905,5812.9m $256.2m $256.2m 0.01% Added +19.1k +19,103
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 2,229,6182.2m $196.6m $196.6m 0.01% Added +23.0k +22,953
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.60% of their portfolio LOS ANGELES, CA 2,186,5062.2m $192.8m $192.8m 0.60% Reduced -381.4k -381,351
4 BancFirst Trust & Investment Management 56.17% of their portfolio OKLAHOMA CITY, OK 1,109,8291.1m $98.1m $98.1m 56.17% Reduced -1.5k -1,520
5 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 924,093924.1k $81.5m $81.5m 0.03% Reduced -16.6k -16,611
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 764,412764.4k $67.7m $67.7m 0.00% Reduced -90.6k -90,592
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 361,836361.8k $31.9m $31.9m 0.00% Added +14.9k +14,939
8 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 323,971324.0k $28.6m $28.6m 0.01% Added +9.4k +9,406
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 247,599247.6k $21.8m $21.8m 0.01% Reduced -161.7k -161,745
10 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 218,273218.3k $19.2m $19.2m 0.00% Reduced -23.5k -23,468
11 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 217,089217.1k $19.1m $19.1m 0.01% Reduced -9.6k -9,561
12 NORGES BANK 0.00% of their portfolio OSLO, Q8 197,338197.3k $17.4m $17.4m 0.00% Added +169.1k +169,133
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 193,757193.8k $17.1m $17.1m 0.00% Reduced -27.9k -27,853
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 148,472148.5k $13.1m $13.1m 0.00% Added +284 +284
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 135,447135.4k $11.9m $11.9m 0.00% Added +3.8k +3,770
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 90,66590.7k $8.0m $8.0m 0.00% Added +58.6k +58,583
17 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 88,32488.3k $7.8m $7.8m 0.00% Added +17.4k +17,352
18 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 87,96688.0k $7.8m $7.8m 0.01% Reduced -47.1k -47,109
19 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 80,00180.0k $7.1m $7.1m 0.01% Reduced -33.8k -33,817
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 71,83071.8k $6.3m $6.3m 0.00% Reduced -3.9k -3,903
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 67,09967.1k $5.9m $5.9m 0.00% Added +9.8k +9,794
22 Cubist Systematic Strategies, LLC 0.05% of their portfolio STAMFORD, CT 61,72261.7k $5.4m $5.4m 0.05% Reduced -30.2k -30,159
23 Rosenthal | Henry Capital Advisors, Inc. 4.82% of their portfolio MISHAWAKA, IN 60,95561.0k $5.4m $5.4m 4.82% Unchanged
24 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 55,69655.7k $4.9m $4.9m 0.01% Added +37.1k +37,115
25 CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio ATLANTA, GA 54,91154.9k $4.8m $4.8m 0.10% Added +1.8k +1,840
26 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 53,69653.7k $4.7m $4.7m 0.01% Reduced -774 -774
27 Legal & General Group Plc 0.00% of their portfolio London, X0 52,99453.0k $4.7m $4.7m 0.00% Added +2.5k +2,542
28 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 46,41446.4k $4.1m $4.1m 0.02% Reduced -12.5k -12,505
29 Swiss National Bank 0.00% of their portfolio ZURICH, V8 43,51843.5k $3.8m $3.8m 0.00% Added +800 +800
30 Full Sail Capital, LLC 0.34% of their portfolio OKLAHOMA CITY, OK 40,23540.2k $3.5m $3.5m 0.34% Reduced -2.3k -2,326
31 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 38,88238.9k $3.4m $3.4m 0.01% Reduced -25.4k -25,388
32 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 38,74738.7k $3.4m $3.4m 0.02% Added +1.5k +1,483
33 HRT FINANCIAL LP 0.05% of their portfolio NEW YORK, NY 35,25035.2k $3.1m $3.1m 0.05% Added +1.9k +1,902
34 Hodges Capital Management Inc. 0.27% of their portfolio DALLAS, TX 34,40034.4k $3.0m $3.0m 0.27% Added +30.4k +30,400
35 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 34,25634.3k $3.0m $3.0m 0.03% Reduced -17.1k -17,109
36 Public Sector Pension Investment Board 0.02% of their portfolio MONTREAL, A8 31,69531.7k $2.8m $2.8m 0.02% Reduced -158 -158
37 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 28,17528.2k $2.5m $2.5m 0.00% Added +11.4k +11,378
38 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 26,95127.0k $2.4m $2.4m 0.00% Added +1.5k +1,467
39 FMR LLC 0.00% of their portfolio BOSTON, MA 25,36825.4k $2.2m $2.2m 0.00% Added +14.6k +14,590
40 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 24,28324.3k $2.1m $2.1m 0.01% Added +1.4k +1,391
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 23,54023.5k $2.1m $2.1m 0.00% Added +284 +284
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 22,59322.6k $2.0m $2.0m 0.00% Added +1.0k +1,012
43 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 22,47622.5k $2.0m $2.0m 0.00% Reduced -13.2k -13,211
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,03522.0k $1.9m $1.9m 0.00% Added +2.0k +1,994
45 TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio STAMFORD, CT 21,47121.5k $1.9m $1.9m 0.05% Reduced -13.6k -13,637
46 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,32120.3k $1.8m $1.8m 0.00% Reduced -39.3k -39,339
47 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 18,64518.6k $1.6m $1.6m 0.01% Added +2.8k +2,812
48 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,87017.9k $1.6m $1.6m 0.00% Reduced -94 -94
49 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 17,69817.7k $1.6m $1.6m 0.00% Reduced -130 -130
50 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 16,84316.8k $1.5m $1.5m 0.00% Added +5.8k +5,751
51 ExodusPoint Capital Management, LP 0.02% of their portfolio NEW YORK, NY 16,05216.1k $1.4m $1.4m 0.02% Added +3.0k +2,951
52 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 15,99116.0k $1.4m $1.4m 0.00% Added +743 +743
53 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 15,88015.9k $1.4m $1.4m 0.00% Reduced -12.1k -12,104
54 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 15,15315.2k $1.3m $1.3m 0.00% Added +14.3k +14,346
55 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 14,74114.7k $1.3m $1.3m 0.00% Reduced -249 -249
56 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 14,70014.7k $1.3m $1.3m 0.00% Unchanged
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,45414.5k $1.3m $1.3m 0.00% Added +4.1k +4,088
58 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 14,22714.2k $1.3m $1.3m 0.01% Added +5.0k +4,975
59 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,11414.1k $1.2m $1.2m 0.00% Added +1.6k +1,626
60 NewEdge Wealth, LLC 0.05% of their portfolio STAMFORD, CT 14,08714.1k $1.2m $1.2m 0.05% Reduced -10.0k -9,958
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,00714.0k $1.2m $1.2m 0.00% First filing
62 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 13,96014.0k $1.2m $1.2m 0.06% Reduced -10.1k -10,085
63 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 13,69113.7k $1.2m $1.2m 0.00% Reduced -32.5k -32,497
64 Triton Financial Group Inc 0.96% of their portfolio Oklahoma City, OK 13,57513.6k $1.2m $1.2m 0.96% Added +264 +264
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,88412.9k $1.1m $1.1m 0.00% Reduced -9.2k -9,184
66 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,80212.8k $1.1m $1.1m 0.01% Reduced -742 -742
67 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 12,71512.7k $1.1m $1.1m 0.01% Reduced -4.1k -4,057
68 Forum Financial Management, LP 0.04% of their portfolio LOMBARD, IL 12,34912.3k $1.1m $1.1m 0.04% Unchanged
69 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 12,14112.1k $1.1m $1.1m 0.02% Added +117 +117
70 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 12,13112.1k $1.1m $1.1m 0.01% Added +100 +100
71 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,00712.0k $1.1m $1.1m 0.00% Added +2.0k +1,965
72 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 11,71211.7k $1.0m $1.0m 0.02% Reduced -789 -789
73 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 11,70511.7k $1.0m $1.0m 0.01% Reduced -2.4k -2,415
74 PDT Partners, LLC 0.17% of their portfolio New York, NY 11,63711.6k $1.0m $1.0m 0.17% New
75 ARVEST TRUST CO N A 0.06% of their portfolio ROGERS, AR 11,57811.6k $1.0m $1.0m 0.06% Unchanged
76 Ironwood Investment Counsel, LLC 0.24% of their portfolio SCOTTSDALE, AZ 11,42711.4k $1.0m $1.0m 0.24% Unchanged
77 Align Wealth Management, LLC 0.85% of their portfolio Oklahoma City, OK 11,26711.3k $1.0m $1.0m 0.85% First filing
78 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,92810.9k $963.6k $963.6k 0.00% Reduced -135 -135
79 COMERICA BANK 0.01% of their portfolio DALLAS, TX 10,60710.6k $961.0k $961.0k 0.01% Reduced -3.1k -3,067
80 AVIVA PLC 0.00% of their portfolio LONDON, X0 10,57910.6k $932.9k $932.9k 0.00% Reduced -5.3k -5,259
81 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 10,52910.5k $928.4k $928.4k 0.01% Reduced -74 -74
82 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 10,23510.2k $902.5k $902.5k 0.01% Unchanged
83 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 9,9349.9k $876.0k $876.0k 0.00% Added +4.9k +4,916
84 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 9,1549.2k $807.2k $807.2k 0.00% Reduced -65.6k -65,616
85 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 9,0509.1k $798.0k $798.0k 0.00% Added +4.9k +4,900
86 KBC Group NV 0.00% of their portfolio Brussels, C9 9,0079.0k $794.0k $794.0k 0.00% Unchanged
87 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 8,9919.0k $792.8k $792.8k 0.00% Added +4.6k +4,570
88 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 8,8868.9k $783.6k $783.6k 0.01% Added +1.9k +1,936
89 AMALGAMATED BANK 0.01% of their portfolio NEW YORK, NY 8,5738.6k $756.0k $756.0k 0.01% Added +41 +41
90 Louisiana State Employees Retirement System 0.02% of their portfolio BATON ROUGE, LA 8,3008.3k $732.0k $732.0k 0.02% Unchanged
91 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 8,0168.0k $706.9k $706.9k 0.01% Unchanged
92 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 7,9277.9k $699.0k $699.0k 0.00% Added +46 +46
93 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,3367.3k $646.9k $646.9k 0.00% Reduced -3.6k -3,622
94 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 7,3027.3k $643.9k $643.9k 0.00% Unchanged
95 Maryland State Retirement & Pension System 0.02% of their portfolio BALTIMORE, MD 7,1847.2k $633.5k $633.5k 0.02% Added +78 +78
96 Jump Financial, LLC 0.03% of their portfolio Chicago, IL 7,0477.0k $621.4k $621.4k 0.03% New
97 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 6,6686.7k $588.0k $588.0k 0.00% New
98 TECTONIC ADVISORS LLC 0.09% of their portfolio FRISCO, TX 6,5456.5k $577.1k $577.1k 0.09% New
99 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 6,3406.3k $559.1k $559.1k 0.00% Reduced -2.9k -2,906
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,2416.2k $550.0k $550.0k 0.00% Reduced -2.0k -1,978