BOK Financial Ownership | Who Owns BOK Financial?


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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


TypeName% Inst% Insiders% Retail
StockBOK Financial34.11%60.21%5.68%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
George kaiser family foundation3.36M5.23%$308.07M
Vanguard group2.56M3.99%$235.02M
Dimensional fund advisors lp2.18M3.38%$199.40M
Ariel investments1.92M2.98%$175.51M
Fmr1.60M2.49%$146.84M
Blackrock1.23M1.92%$112.96M
Cibc world markets1.18M1.84%$108.13M
State street858.12K1.33%$78.64M
Bokf, na672.81K1.05%$61.66M
Diamond hill capital management597.17K0.93%$54.72M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
George kaiser family foundation3.36M54.44%$308.07M
Ariel investments1.92M1.90%$175.51M
Avenir126.85K1.13%$11.62M
Bokf, na672.81K1.11%$61.66M
Prescott group capital management59.60K0.85%$5.46M
Cibc world markets1.18M0.71%$108.13M
Avalon advisory group13.04K0.57%$1.19M
Vela investment management18.54K0.53%$1.70M
Reinhart partners134.72K0.51%$12.35M
Cambiar investors131.47K0.47%$12.05M

Top Buyers

HolderShares% AssetsChange
Cibc world market567.00K0.12%567.00K
Allspring global investments218.52K0.03%218.51K
Norges bank185.12K0.00%185.12K
Jacobs levy equity management174.80K0.07%135.63K
Dimensional fund advisors lp2.18M0.05%125.95K

Top Sellers

HolderShares% AssetsChange
Ariel investments1.92M1.90%-239.16K
Diamond hill capital management597.17K0.23%-159.14K
Vanguard group2.56M0.00%-145.70K
Blackrock1.23M0.00%-111.83K
Aqr capital management179.26K0.02%-105.18K

New Positions

HolderShares% AssetsChangeValue
Cibc world market567.00K0.12%567.00K$51.96M
Norges bank185.12K0.00%185.12K$16.96M
Edgestream partners37.42K0.17%37.42K$3.43M
Strs ohio18.88K0.01%18.88K$1.73M
Two sigma advisers, lp14.77K0.00%14.77K$1.35M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242345.41%21,655,929-3.95%342.72%1078.08%70-6.67%
Jun 30, 20242196.83%22,545,9531.17%352.92%965.49%758.70%
Mar 31, 20242053.02%22,286,190-0.39%342.98%91-16.51%6916.95%
Dec 31, 2023199-2.45%22,373,518-2.64%342.77%10937.97%59-27.16%
Sep 30, 2023204-8.11%22,980,125-4.05%352.66%79-20.20%816.58%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv738.02K1.15%1.24K
Vanguard Small Cap Index562.32K0.88%1.10K
Ariel Fund Investor504.59K0.79%-
Fidelity Small Cap Value Fund501.84K0.78%-45.52K
DFA US Targeted Value I450.62K0.70%-
Fidelity Mid-Cap Stock429.21K0.67%-
Vanguard Small Cap Value Index Inv380.31K0.59%-132.00
Vanguard Institutional Extnd Mkt Idx Tr328.69K0.51%-2.63K
Dimensional US Targeted Value ETF325.80K0.51%-
Diamond Hill Small-Mid Cap Equity257.42K0.40%-628.00

Recent Insider Transactions


DateNameRoleActivityValue
Nov 06, 2024BANGERT STEVEN-Sell$235.66K
Nov 06, 2024BANGERT STEVEN-Sell$117.75K
Aug 23, 2024BANGERT STEVEN-Sell$157.89K
Aug 23, 2024BANGERT STEVEN-Sell$157.78K
May 03, 2024BANGERT STEVEN-Sell$183.38K

Insider Transactions Trends


DateBuySell
2024 Q4-2
2024 Q3-2
2024 Q2-2
2024 Q1-2
2023 Q41-

BOKF Ownership FAQ


Who Owns BOK Financial?

BOK Financial shareholders are primarily institutional investors at 34.11%, followed by 60.21% insiders and 5.68% retail investors. The average institutional ownership in BOK Financial's industry, Regional Banks Stocks, is 51.67%, which BOK Financial falls below.

Who owns the most shares of BOK Financial?

BOK Financial’s largest shareholders are George kaiser family foundation (3.36M shares, 5.23%), Vanguard group (2.56M shares, 3.99%), and Dimensional fund advisors lp (2.18M shares, 3.38%). Together, they hold 12.60% of BOK Financial’s total shares outstanding.

Does Blackrock own BOK Financial?

Yes, BlackRock owns 1.92% of BOK Financial, totaling 1.23M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 112.96M$. In the last quarter, BlackRock decreased its holdings by -112K shares, a -8.32% change.

Who is BOK Financial’s biggest shareholder by percentage of total assets invested?

George kaiser family foundation is BOK Financial’s biggest shareholder by percentage of total assets invested, with 54.44% of its assets in 3.36M BOK Financial shares, valued at 308.07M$.

Who is the top mutual fund holder of BOK Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of BOK Financial shares, with 1.15% of its total shares outstanding invested in 738.02K BOK Financial shares.

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