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

Type	Name	% Inst	% Insiders	% Retail
Stock	BOK Financial	34.11%	60.21%	5.68%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
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

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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