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 ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 33.5m as of 2026-01-31, 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 ≈ $106.18. Options: 1 managers hold calls ($455.9k notional), 1 hold puts ($243.8k).
Trends to Q4 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 |
| Q3 2025 | 266 |
| Q4 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 |
|---|---|---|
| Q1 2024 | 82 | 91 |
| Q2 2024 | 105 | 87 |
| Q3 2024 | 119 | 77 |
| Q4 2024 | 120 | 79 |
| Q1 2025 | 104 | 113 |
| Q2 2025 | 124 | 104 |
| Q3 2025 | 136 | 99 |
| Q4 2025 | 105 | 139 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $405.5k | $76.9k | 0.19 |
| Q2 2025 | $593.4k | $12.4k | 0.02 |
| Q3 2025 | $594.3k | $240.3k | 0.40 |
| Q4 2025 | $455.9k | $243.8k | 0.53 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +269.7k |
| STATE STREET CORP | Added | +97.0k |
| MILLENNIUM MANAGEMENT LLC | New | +78.4k |
| BlackRock, Inc. | Added | +42.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +40.2k |
| Verition Fund Management LLC | Added | +39.7k |
| MORGAN STANLEY | Added | +34.2k |
| CITADEL ADVISORS LLC | Added | +33.4k |
| TUDOR INVESTMENT CORP ET AL | Added | +28.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | +27.3k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -236.4k |
| JPMORGAN CHASE & CO | Reduced | -133.3k |
| Champlain Investment Partners, LLC | Reduced | -71.4k |
| Clark Capital Management Group, Inc. | Sold out | -62.6k |
| Hodges Capital Management Inc. | Sold out | -41.5k |
| REGIONS FINANCIAL CORP | Reduced | -39.5k |
| BancFirst Trust & Investment Management | Reduced | -34.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -20.4k |
| GREAT LAKES ADVISORS, LLC | Sold out | -19.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -19.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $455.9k4.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $243.8k2.3k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 1 | $631.5k | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.1m $325.9m | Added +42.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.74% of their portfolio | 2.6m $277.2m | Reduced -236.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.3m $241.0m | Reduced -9.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $146.5m | Added +97.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 892.9k $94.7m | Reduced -19.4k |
| BancFirst Trust & Investment Management 37.96% of their portfolio | 852.1k $92.1m | Reduced -34.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 540.7k $57.3m | Added +269.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 515.9k $54.7m | Reduced -950 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 281.2k $29.8m | Reduced -8.9k |
| NORGES BANK 0.00% of their portfolio | 261.5k $27.7m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 242.4k $25.7m | Added +34.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 241.2k $25.6m | Reduced -10.5k |
| Champlain Investment Partners, LLC 0.26% of their portfolio | 240.7k $25.5m | Reduced -71.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 189.0k $20.0m | Reduced -1.7k |
| Verition Fund Management LLC 0.10% of their portfolio | 168.6k $17.9m | Added +39.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 160.0k $17.0m | Reduced -13.8k |
| Invesco Ltd. 0.00% of their portfolio | 154.6k $16.4m | Reduced -8.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 153.3k $16.2m | Added +40.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 133.1k $14.1m | Reduced -1.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 125.7k $13.3m | Added +21.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 120.2k $12.7m | Added +6.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 114.7k $12.2m | Reduced -133.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 108.5k $11.5m | Added +12.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 78.4k $8.3m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 73.5k $7.8m | Reduced -18.7k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 71.5k $7.6m | Reduced -9.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 70.9k $7.5m | Added +33.4k |
| FMR LLC 0.00% of their portfolio | 63.1k $6.7m | Reduced -962 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 62.9k $6.7m | Reduced -14.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 58.5k $6.2m | Reduced -2.1k |
| CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio | 54.7k $5.8m | Added +4.4k |
| Legal & General Group Plc 0.00% of their portfolio | 52.7k $5.6m | Reduced -3.4k |
| Nuveen, LLC 0.00% of their portfolio | 45.9k $4.9m | Reduced -1.1k |
| Swiss National Bank 0.00% of their portfolio | 42.7k $4.5m | Added +900 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 42.0k $4.5m | Reduced -3.4k |
| REGIONS FINANCIAL CORP 0.03% of their portfolio | 40.5k $4.3m | Reduced -39.5k |
| BARCLAYS PLC 0.00% of their portfolio | 39.8k $4.2m | Added +8.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.5k $4.2m | Reduced -1.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 36.7k $3.9m | Reduced -8.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.7k $3.9m | Reduced -1.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 34.6k $3.7m | Reduced -1.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 33.4k $3.5m | Added +14.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 32.3k $3.4m | Added +8.4k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 31.1k $3.3m | Added +28.1k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.14% of their portfolio | 28.9k $3.1m | Added +6.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.1k $3.0m | Added +2.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.0k $3.0m | Added +2.0k |
| Callan Family Office, LLC 0.06% of their portfolio | 27.9k $3.0m | Reduced -5.6k |
| UBS Group AG 0.00% of their portfolio | 27.6k $2.9m | Reduced -6.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 27.3k $2.9m | New |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 26.4k $2.8m | New |
| Rosenthal | Henry Capital Advisors, Inc. 2.56% of their portfolio | 26.1k $2.8m | Unchanged |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 24.5k $2.6m | Reduced -1.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 24.0k $2.5m | Reduced -4.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 22.9k $2.4m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 22.9k $2.4m | Reduced -3.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 22.6k $2.4m | Added +18.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.7k $2.2m | Reduced -18 |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 20.4k $2.2m | Added +918 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 20.0k $2.1m | Added +668 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 19.9k $2.1m | Added +718 |
| CITIGROUP INC 0.00% of their portfolio | 19.8k $2.1m | Added +1.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 19.3k $2.1m | Reduced -1.3k |
| NewEdge Wealth, LLC 0.02% of their portfolio | 18.6k $2.0m | Reduced -1.0k |
| Vestmark Advisory Solutions, Inc. 0.03% of their portfolio | 18.5k $2.0m | Reduced -1.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 18.0k $1.9m | Reduced -5.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 17.6k $1.9m | Added +1.4k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 16.3k $1.7m | New |
| &PARTNERS 0.01% of their portfolio | 16.0k $1.7m | Added +600 |
| Atria Investments, Inc 0.02% of their portfolio | 15.3k $1.6m | Reduced -1.5k |
| Triton Financial Group Inc 1.06% of their portfolio | 15.1k $1.6m | Added +474 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 14.2k $1.5m | Reduced -698 |
| Creative Planning 0.00% of their portfolio | 12.8k $1.4m | Reduced -5.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 12.4k $1.3m | Reduced -6.3k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 12.4k $1.3m | Added +3.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.0k $1.3m | Added +1.3k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 12.0k $1.3m | Added +215 |
| COMERICA BANK 0.01% of their portfolio | 11.9k $1.3m | Reduced -2.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 11.7k $1.2m | Added +10.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 11.4k $1.2m | Added +414 |
| Ironwood Investment Counsel, LLC 0.17% of their portfolio | 11.4k $1.2m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 11.4k $1.2m | Reduced -718 |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 11.2k $1.2m | Reduced -1.4k |
| Numerai GP LLC 0.14% of their portfolio | 11.1k $1.2m | New |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 11.1k $1.2m | Added +754 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.7k $1.1m | Reduced -2.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 10.5k $1.1m | Added +1.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 10.4k $1.1m | Reduced -415 |
| JBR Co Financial Management Inc 0.45% of their portfolio | 10.1k $1.1m | Reduced -5 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC 0.43% of their portfolio | 9.8k $1.0m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 9.7k $1.0m | Added +25 |
| LEGACY FINANCIAL GROUP, INC. 0.27% of their portfolio | 9.7k $1.0m | Added +1.7k |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 9.5k $1.0m | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 9.1k $968.1k | Reduced -5.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 8.9k $940.3k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 8.8k $931.8k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 8.3k $878.3k | Unchanged |
| Lido Advisors, LLC 0.00% of their portfolio | 8.2k $1.0m | Unchanged |
| Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio | 7.7k $816.6k | Added +359 |
| Corient Private Wealth LP 0.00% of their portfolio | 7.2k $768.4k | Added +4.9k |