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 ($2.6m this quarter). Holder counts are more reliable. Shares outstanding: 33.3m as of 2025-07-31, 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 ≈ $123.72. Options: 2 managers hold calls ($593.4k notional), 2 hold puts ($12.4k).
Trends to Q2 2025
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 |
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 2023 | 85 | 78 |
| Q4 2023 | 83 | 83 |
| Q1 2024 | 82 | 91 |
| Q2 2024 | 105 | 87 |
| Q3 2024 | 119 | 77 |
| Q4 2024 | 120 | 79 |
| Q1 2025 | 104 | 113 |
| Q2 2025 | 124 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.3m | $807.6k | 0.62 |
| Q4 2024 | $971.9k | $351.5k | 0.36 |
| Q1 2025 | $405.5k | $76.9k | 0.19 |
| Q2 2025 | $593.4k | $12.4k | 0.02 |
Biggest buyers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +389.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +142.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Added | +35.0k |
| Verition Fund Management LLC | Added | +31.0k |
| Callan Family Office, LLC | Added | +23.0k |
| ROYAL BANK OF CANADA | Added | +21.7k |
| BARCLAYS PLC | Added | +21.7k |
| DARK FOREST CAPITAL MANAGEMENT LP | New | +21.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +19.8k |
| NORGES BANK | Added | +16.9k |
Biggest sellers
| BlackRock, Inc. | Reduced | -110.7k |
| STATE STREET CORP | Reduced | -87.0k |
| NORTHERN TRUST CORP | Reduced | -72.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -49.9k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -49.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -27.7k |
| JANE STREET GROUP, LLC | Reduced | -25.0k |
| Champlain Investment Partners, LLC | Reduced | -23.5k |
| SG Americas Securities, LLC | Reduced | -19.9k |
| Vestmark Advisory Solutions, Inc. | Reduced | -17.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $593.4k4.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GROUP ONE TRADING LLC | Unchanged | $12.4k100 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 Q2 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $11.4k | 0 | — | — |
| Q4 2023 | 2 | $47.8k | 1 | $460.0k | — |
| Q1 2024 | 1 | $23.1k | 3 | $2.4m | — |
| Q2 2024 | 1 | $23.0k | 3 | $3.9m | — |
| Q3 2024 | 1 | $23.3k | 6 | $15.3m | — |
| Q4 2024 | 0 | — | 5 | $20.2m | — |
| Q1 2025 | 0 | — | 3 | $3.0m | — |
| Q2 2025 | 0 | — | 2 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-28 | Drummond F Ford Director | Sold | $620.6k5.0k shares |
| 2025-05-21 | FORAKER RANDY Executive Vice President | Sold | $506.4k4.0k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.0m $375.1m | Reduced -110.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.75% of their portfolio | 2.5m $315.0m | Added +389.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.3m $282.2m | Added +15.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $151.5m | Reduced -87.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 917.1k $113.4m | Reduced -49.6k |
| BancFirst Trust & Investment Management 50.94% of their portfolio | 879.5k $109.9m | Added +3.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 501.2k $62.0m | Added +2.8k |
| Champlain Investment Partners, LLC 0.27% of their portfolio | 317.4k $39.2m | Reduced -23.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.12% of their portfolio | 271.3k $33.5m | Reduced -263 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 269.8k $33.3m | Reduced -12.3k |
| NORGES BANK 0.00% of their portfolio | 261.5k $32.3m | Added +16.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 235.2k $29.1m | Reduced -72.2k |
| MORGAN STANLEY 0.00% of their portfolio | 218.9k $27.1m | Added +13.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 184.7k $22.8m | Added +9.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 176.2k $21.8m | Reduced -2.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 164.2k $20.3m | Added +142.2k |
| Verition Fund Management LLC 0.10% of their portfolio | 137.2k $17.0m | Added +31.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 116.1k $14.4m | Reduced -8.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 100.5k $12.4m | Reduced -532 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 99.0k $12.2m | Reduced -9.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 96.9k $12.0m | Added +2.2k |
| Invesco Ltd. 0.00% of their portfolio | 94.3k $11.7m | Reduced -13.6k |
| BARCLAYS PLC 0.00% of their portfolio | 88.8k $11.0m | Added +21.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 82.7k $10.2m | Added +3.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 79.0k $9.8m | Reduced -49.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 74.7k $9.2m | Added +2.0k |
| FMR LLC 0.00% of their portfolio | 72.9k $9.0m | Reduced -274 |
| Public Sector Pension Investment Board 0.04% of their portfolio | 68.0k $8.4m | Added +4.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 66.2k $8.2m | Added +19.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 64.3k $8.0m | Added +2.7k |
| Edgestream Partners, L.P. 0.20% of their portfolio | 58.9k $7.3m | Reduced -1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 57.0k $7.1m | Added +893 |
| Nuveen, LLC 0.00% of their portfolio | 55.8k $6.9m | Reduced -7.1k |
| CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio | 51.3k $6.3m | Reduced -5.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.5k $6.1m | Added +21.7k |
| UBS Group AG 0.00% of their portfolio | 46.1k $5.7m | Reduced -7.3k |
| Clark Capital Management Group, Inc. 0.04% of their portfolio | 45.5k $5.6m | Added +4.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 44.4k $5.5m | Reduced -2.4k |
| Swiss National Bank 0.00% of their portfolio | 41.2k $5.1m | Reduced -500 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.9k $5.1m | Reduced -15.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 40.1k $5.0m | Reduced -27.7k |
| DENALI ADVISORS LLC 0.51% of their portfolio | 39.3k $4.9m | Added +601 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 38.3k $4.7m | Added +12.1k |
| Hodges Capital Management Inc. 0.46% of their portfolio | 38.2k $4.7m | Added +1.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 37.9k $4.7m | Added +35.0k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 36.7k $4.5m | Reduced -3.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 34.1k $4.2m | Reduced -112 |
| REGIONS FINANCIAL CORP 0.03% of their portfolio | 32.3k $4.0m | Added +423 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 30.3k $3.7m | Added +1.1k |
| SG Americas Securities, LLC 0.02% of their portfolio | 29.5k $3.6m | Reduced -19.9k |
| CITIGROUP INC 0.00% of their portfolio | 28.1k $3.5m | Reduced -8.7k |
| Rosenthal | Henry Capital Advisors, Inc. 3.26% of their portfolio | 26.2k $3.2m | Reduced -444 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.9k $3.2m | Reduced -580 |
| Callan Family Office, LLC 0.10% of their portfolio | 25.8k $3.2m | Added +23.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 24.3k $3.0m | Added +4.8k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 23.4k $2.9m | Added +208 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.10% of their portfolio | 21.0k $2.6m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 20.9k $2.6m | Reduced -559 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 20.7k $2.6m | Added +1.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 19.8k $2.4m | Added +214 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 19.6k $2.4m | Reduced -53 |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 19.0k $2.3m | Added +1.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 18.7k $2.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 18.3k $2.3m | Added +2.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.9k $2.1m | Reduced -2.3k |
| Full Sail Capital, LLC 0.12% of their portfolio | 16.6k $2.1m | Reduced -1.0k |
| TECTONIC ADVISORS LLC 0.11% of their portfolio | 15.9k $2.0m | Added +985 |
| Creative Planning 0.00% of their portfolio | 15.1k $1.9m | Reduced -37 |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 15.0k $1.9m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 14.9k $1.8m | Reduced -400 |
| Vestmark Advisory Solutions, Inc. 0.03% of their portfolio | 14.8k $1.8m | Reduced -17.1k |
| NewEdge Wealth, LLC 0.03% of their portfolio | 14.8k $1.8m | Reduced -1.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 14.7k $1.8m | Added +27 |
| Triton Financial Group Inc 1.30% of their portfolio | 14.5k $1.8m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 14.5k $1.8m | Added +6.5k |
| Atria Investments, Inc 0.02% of their portfolio | 14.4k $1.8m | Added +1.3k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 14.4k $1.8m | Reduced -1.8k |
| COMERICA BANK 0.01% of their portfolio | 13.8k $1.7m | Added +804 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 13.1k $1.6m | Added +9.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 12.5k $1.5m | Added +716 |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 11.9k $1.5m | Added +815 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.5k $1.4m | Reduced -321 |
| &PARTNERS 0.01% of their portfolio | 11.5k $1.4m | Added +375 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.4k $1.4m | Reduced -396 |
| Ironwood Investment Counsel, LLC 0.22% of their portfolio | 11.4k $1.4m | Unchanged |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 10.8k $1.3m | Reduced -142 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 10.3k $1.3m | Unchanged |
| JBR Co Financial Management Inc 0.61% of their portfolio | 10.1k $1.2m | Added +911 |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 10.1k $1.2m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 10.0k $1.2m | Added +9.7k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 9.3k $1.2m | Added +37 |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 9.3k $1.1m | Reduced -100 |
| Wakefield Asset Management LLLP 0.31% of their portfolio | 9.0k $1.1m | Reduced -1.9k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 9.0k $1.1m | Unchanged |
| SummerHaven Investment Management, LLC 0.73% of their portfolio | 9.0k $1.1m | Added +122 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 8.8k $1.1m | Reduced -15.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 8.5k $1.0m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.4k $1.0m | Reduced -995 |
| Lido Advisors, LLC 0.01% of their portfolio | 8.3k $1.0m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 8.2k $1.0m | Reduced -25.0k |