BOK Financial Ownership | Who Owns BOK Financial?
BOK Financial Ownership Summary
BOK Financial is owned by 34.11% institutional investors, 60.21% insiders, and 5.68% retail investors. George kaiser family foundation is the largest institutional shareholder, holding 5.23% of BOKF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.15% of its assets in BOK Financial shares.
BOKF Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | BOK Financial | 34.11% | 60.21% | 5.68% |
Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
George kaiser family foundation | 3.36M | 5.23% | $308.07M |
Vanguard group | 2.56M | 3.99% | $235.02M |
Dimensional fund advisors lp | 2.18M | 3.38% | $199.40M |
Ariel investments | 1.92M | 2.98% | $175.51M |
Fmr | 1.60M | 2.49% | $146.84M |
Blackrock | 1.23M | 1.92% | $112.96M |
Cibc world markets | 1.18M | 1.84% | $108.13M |
State street | 858.12K | 1.33% | $78.64M |
Bokf, na | 672.81K | 1.05% | $61.66M |
Diamond hill capital management | 597.17K | 0.93% | $54.72M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
George kaiser family foundation | 3.36M | 54.44% | $308.07M |
Ariel investments | 1.92M | 1.90% | $175.51M |
Avenir | 126.85K | 1.13% | $11.62M |
Bokf, na | 672.81K | 1.11% | $61.66M |
Prescott group capital management | 59.60K | 0.85% | $5.46M |
Cibc world markets | 1.18M | 0.71% | $108.13M |
Avalon advisory group | 13.04K | 0.57% | $1.19M |
Vela investment management | 18.54K | 0.53% | $1.70M |
Reinhart partners | 134.72K | 0.51% | $12.35M |
Cambiar investors | 131.47K | 0.47% | $12.05M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cibc world market | 567.00K | 0.12% | 567.00K |
Allspring global investments | 218.52K | 0.03% | 218.51K |
Norges bank | 185.12K | 0.00% | 185.12K |
Jacobs levy equity management | 174.80K | 0.07% | 135.63K |
Dimensional fund advisors lp | 2.18M | 0.05% | 125.95K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ariel investments | 1.92M | 1.90% | -239.16K |
Diamond hill capital management | 597.17K | 0.23% | -159.14K |
Vanguard group | 2.56M | 0.00% | -145.70K |
Blackrock | 1.23M | 0.00% | -111.83K |
Aqr capital management | 179.26K | 0.02% | -105.18K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Cibc world market | 567.00K | 0.12% | 567.00K | $51.96M |
Norges bank | 185.12K | 0.00% | 185.12K | $16.96M |
Edgestream partners | 37.42K | 0.17% | 37.42K | $3.43M |
Strs ohio | 18.88K | 0.01% | 18.88K | $1.73M |
Two sigma advisers, lp | 14.77K | 0.00% | 14.77K | $1.35M |
Sold Out
Holder | Change |
---|---|
Harbor investment advisory | -1.00 |
Tfo-tdc | -4.00 |
Northwestern mutual wealth management | -6.00 |
Quest partners | -15.00 |
Ashton thomas private wealth | -55.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 234 | 5.41% | 21,655,929 | -3.95% | 34 | 2.72% | 107 | 8.08% | 70 | -6.67% |
Jun 30, 2024 | 219 | 6.83% | 22,545,953 | 1.17% | 35 | 2.92% | 96 | 5.49% | 75 | 8.70% |
Mar 31, 2024 | 205 | 3.02% | 22,286,190 | -0.39% | 34 | 2.98% | 91 | -16.51% | 69 | 16.95% |
Dec 31, 2023 | 199 | -2.45% | 22,373,518 | -2.64% | 34 | 2.77% | 109 | 37.97% | 59 | -27.16% |
Sep 30, 2023 | 204 | -8.11% | 22,980,125 | -4.05% | 35 | 2.66% | 79 | -20.20% | 81 | 6.58% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 738.02K | 1.15% | 1.24K |
Vanguard Small Cap Index | 562.32K | 0.88% | 1.10K |
Ariel Fund Investor | 504.59K | 0.79% | - |
Fidelity Small Cap Value Fund | 501.84K | 0.78% | -45.52K |
DFA US Targeted Value I | 450.62K | 0.70% | - |
Fidelity Mid-Cap Stock | 429.21K | 0.67% | - |
Vanguard Small Cap Value Index Inv | 380.31K | 0.59% | -132.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 328.69K | 0.51% | -2.63K |
Dimensional US Targeted Value ETF | 325.80K | 0.51% | - |
Diamond Hill Small-Mid Cap Equity | 257.42K | 0.40% | -628.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 06, 2024 | BANGERT STEVEN | - | Sell | $235.66K |
Nov 06, 2024 | BANGERT STEVEN | - | Sell | $117.75K |
Aug 23, 2024 | BANGERT STEVEN | - | Sell | $157.89K |
Aug 23, 2024 | BANGERT STEVEN | - | Sell | $157.78K |
May 03, 2024 | BANGERT STEVEN | - | Sell | $183.38K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | 2 |
2024 Q2 | - | 2 |
2024 Q1 | - | 2 |
2023 Q4 | 1 | - |
BOKF Ownership FAQ
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