BancFirst Corporation

BANF • NASDAQ

BancFirst Corporation is a banks - regional company in the financial services sector on NASDAQ, led by David Harlow, with a market cap of $3.8B. As of Q3 2025, 50% of shares are held by 262 institutional investors, with BlackRock, Inc. as the largest holder at 9.1%.

Chief Executive OfficerDavid Harlow

Market Cap$3.8B

Banks - Regional

Financial Services

Employees2.1K

Websitebancfirst.bank

Country

United States of America

Overview

Overview of institutional ownership in BANF as of Q3 2025 with a market cap of $4.2B

All Institutions

Institutions: 262
Value Held: $2.1B
Shares Held: 16.7M
Avg Position: $8.1M
Median Position: $474.5K

Hedge Funds

Hedge Funds: 18
Value Held: $149.3M
Shares Held: 1.2M
Avg Position: $8.3M
Median Position: $647.2K

Ownership Breakdown

Institutional (non-HF)

46.59%

$2.0B

Hedge Funds

3.54%

$149.3M

Retail & Other

49.87%

$2.1B

Based on market cap of $4.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BANF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$383.4M 0.01% of portfolio	9.10% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$360.5M 0.88% of portfolio	8.56% 2.9M shares	Q4 2021 Held for 3y 11m	$41.0B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$288.6M 0.00% of portfolio	6.85% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$162.3M 0.01% of portfolio	3.84% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$115.4M 0.02% of portfolio	2.74% 912.3K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
BancFirst Trust & Investment Management Hedge Fund•Multi-Strategy	Levoyd Elia Robinson CEO	$113.2M 43.07% of portfolio	2.66% 886.6K shares	Q4 2021 Held for 3y 11m	$262.9M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$65.4M 0.00% of portfolio	1.55% 516.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$39.5M 0.30% of portfolio	0.94% 312.1K shares	Q1 2023 Held for 2y 8m	$13.3B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$36.7M 0.01% of portfolio	0.87% 290.1K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$34.3M 0.12% of portfolio	0.81% 271.0K shares	Q2 2023 Held for 2y 5m	$29.4B

Net Capital Flow

Institutional buying and selling activity for BANF in Q3 2025

Traded: +$54.1M
Buyers: 138
Sellers: 98
Total Bought: +$107.4M
Total Sold: −$53.3M
Avg Position: $7.5M

Biggest Buyers

Institution	Net Bought	Current Position
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	+$38.3M +303.0K shares	$360.5M 2.9M shares
Invesco Ltd. ETF Provider	+$8.7M +69.2K shares	$20.7M 163.5K shares
STATE STREET CORP Institution	+$7.3M +57.8K shares	$162.3M 1.3M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$4.3M +33.6K shares	$17.0M 134.2K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	+$3.3M +26.3K shares	$3.3M 26.3K shares
GOLDMAN SACHS GROUP INC Institution	+$3.2M +25.7K shares	$13.2M 104.7K shares
WELLS FARGO & COMPANY/MN Institution	+$2.6M +20.3K shares	$36.7M 290.1K shares
Clark Capital Management Group, Inc. RIA/Wealth	+$2.2M +17.1K shares	$7.9M 62.6K shares
NORTHERN TRUST CORP Institution	+$2.1M +16.5K shares	$31.8M 251.7K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$2.1M +16.2K shares	$2.1M 16.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
BARCLAYS PLC Institution	−$7.3M −57.8K shares	$3.9M 31.0K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$6.5M −51.1K shares	$14.3M 113.0K shares
DENALI ADVISORS LLC Long Only Manager	−$3.6M −28.4K shares	$1.4M 10.9K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.2M −25.6K shares	$5.1M 40.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.9M −23.3K shares	$1.4M 10.7K shares
GREAT LAKES ADVISORS, LLC Long Only Manager	−$2.1M −16.8K shares	$2.5M 19.8K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$2.1M −16.3K shares	$3.0M 23.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	−$1.9M −15.2K shares	Sold Off 0 shares
RHUMBLINE ADVISERS Long Only Manager	−$1.8M −14.1K shares	$7.7M 60.5K shares
UBS Group AG Institution	−$1.5M −11.8K shares	$4.3M 34.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BANF in Q3 2025

New Positions: 14
New Value: $1.4M
Exited Positions: 18
Exited Value: $6.2M

New Positions

Institution	Position Value
Integrated Wealth Concepts LLC RIA/Wealth	$322.8K 2.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$293.4K 2.3K shares
C CI Private Wealth, LLC RIA/Wealth	$293.1K 2.3K shares
D DRW Securities, LLC Institution	$221.8K 1.8K shares
O OMERS ADMINISTRATION Corp Institution	$202.3K 1.6K shares
CULLEN/FROST BANKERS, INC. Institution	$34.6K 274.0 shares
S Salomon & Ludwin, LLC Institution	$17.8K 141.0 shares
R Root Financial Partners, LLC RIA/Wealth	$14.3K 113.0 shares
B BRYN MAWR TRUST CO/PA Institution	$12.9K 102.0 shares
O Optiver Holding B.V. Institution	$10.6K 84.0 shares

Exited Positions

Institution	Previous Position
T TEXAS PERMANENT SCHOOL FUND Institution	$1.9M 15.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$834.9K 6.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$764.7K 6.2K shares
Horizon Investments, LLC/SC Long Only Manager	$760.0K 6.1K shares
D Dynamic Technology Lab Private Ltd Institution	$653.0K 5.3K shares
H HSBC HOLDINGS PLC Institution	$413.8K 3.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$294.7K 2.4K shares
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	$290.8K 2.4K shares
Marshall Wace LLP Institution	$227.6K 1.8K shares
MEEDER ASSET MANAGEMENT INC Long Only Manager	$60.2K 487.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BANF as of Q3 2025

Call Positions: 1
Call Value: $594.3K
Put Positions: 1
Put Value: $240.3K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$594.3K 47.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$240.3K 19.0 contracts

Most Committed Institutions

Institutions with BANF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
BancFirst Trust & Investment Management Hedge Fund•Multi-Strategy	Levoyd Elia Robinson CEO	43.07% $113.2M	2.66% 886.6K shares	Q4 2021 Held for 3y 11m	$262.9M
John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short	John William Rosenthal CEO	3.27% $3.3M	0.08% 26.1K shares	Q3 2022 Held for 3y 2m	$100.8M
Capstone Triton Financial Group, LLC RIA/Wealth	Andrew Ellis Oster President	1.24% $1.8M	0.04% 14.6K shares	Q2 2025 Held for 5 months	$149.2M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	0.88% $360.5M	8.56% 2.9M shares	Q4 2021 Held for 3y 11m	$41.0B
JBR Co Financial Management Inc RIA/Wealth	Damon Christian Meyer CEO	0.54% $1.3M	0.03% 10.1K shares	Q4 2023 Held for 1y 11m	$236.3M
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.48% $819.0K	0.02% 6.5K shares	Q3 2023 Held for 2y 2m	$170.9M
Hodges Capital Management Inc. Long Only Manager	Craig Donaldson Hodges CEO	0.45% $5.2M	0.12% 41.5K shares	Q3 2020 Held for 5y 2m	$1.2B
Wakefield Asset Management LLLP RIA/Wealth	Geoffrey Todd Gervasini CIO	0.31% $1.1M	0.03% 9.0K shares	Q2 2024 Held for 1y 5m	$366.4M
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	0.30% $39.5M	0.94% 312.1K shares	Q1 2023 Held for 2y 8m	$13.3B
L LEGACY FINANCIAL GROUP, INC. Institution	-	0.28% $1.0M	0.02% 8.0K shares	Q2 2023 Held for 2y 5m	$364.1M