BOK Financial

BOKF • NASDAQ

BOK Financial is a banks - regional company in the financial services sector on NASDAQ, led by Steven G. Bradshaw, with a market cap of $7.5B. As of Q3 2025, 33% of shares are held by 247 institutional investors, with GEORGE KAISER FAMILY FOUNDATION as the largest holder at 5.28%.

Chief Executive OfficerSteven G. Bradshaw

Market Cap$7.5B

Banks - Regional

Financial Services

Employees4.9K

Websitebokf.com

Country

United States of America

Overview

Overview of institutional ownership in BOKF as of Q3 2025 with a market cap of $7.1B

All Institutions

Institutions: 247
Value Held: $2.3B
Shares Held: 20.8M
Avg Position: $9.4M
Median Position: $357.6K

Hedge Funds

Hedge Funds: 27
Value Held: $225.0M
Shares Held: 2.0M
Avg Position: $8.3M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

29.49%

$2.1B

Hedge Funds

3.17%

$225.0M

Retail & Other

67.34%

$4.8B

Based on market cap of $7.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BOKF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
G GEORGE KAISER FAMILY FOUNDATION Institution	-	$374.6M 52.57% of portfolio	5.28% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$712.6M
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$293.0M 0.06% of portfolio	4.13% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$259.2M 0.00% of portfolio	3.66% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
ARIEL INVESTMENTS, LLC Long Only Manager	John Washington Rogers CEO	$191.6M 2.05% of portfolio	2.70% 1.7M shares	Q2 2016 Held for 9y 5m	$9.4B
FMR LLC Institution	-	$155.2M 0.01% of portfolio	2.19% 1.4M shares	Q1 2016 Held for 9y 8m	$1.92T
B BlackRock, Inc. Institution	-	$124.9M 0.00% of portfolio	1.76% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$92.3M 0.00% of portfolio	1.30% 828.6K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
C CIBC World Markets Inc. Institution	-	$72.9M 0.15% of portfolio	1.03% 654.0K shares	Q2 2024 Held for 1y 5m	$48.7B
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$58.8M 0.04% of portfolio	0.83% 527.6K shares	≤ Q2 2013 Held for 12y 5m+	$134.11B
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$46.8M 0.03% of portfolio	0.66% 420.5K shares	Q1 2020 Held for 5y 8m	$156.17B

Net Capital Flow

Institutional buying and selling activity for BOKF in Q3 2025

Traded: +$7.4M
Buyers: 105
Sellers: 117
Total Bought: +$139.3M
Total Sold: −$131.9M
Avg Position: $8.4M

Biggest Buyers

Institution	Net Bought	Current Position
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$32.5M +291.9K shares	$40.5M 363.6K shares
FIRST TRUST ADVISORS LP ETF Provider	+$16.7M +150.2K shares	$58.8M 527.6K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$14.4M +129.4K shares	$14.4M 129.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$13.5M +121.0K shares	$16.1M 144.8K shares
R Russell Investments Group, Ltd. RIA/Wealth	+$10.1M +90.6K shares	$16.6M 149.4K shares
STATE STREET CORP Institution	+$9.4M +84.8K shares	$92.3M 828.6K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$6.6M +59.2K shares	$293.0M 2.6M shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$5.4M +48.5K shares	$5.4M 48.5K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$4.1M +37.0K shares	$26.1M 234.0K shares
MACKENZIE FINANCIAL CORP Long Only Manager	+$3.3M +29.6K shares	$3.3M 29.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Q Qube Research & Technologies Ltd Institution	−$20.1M −180.7K shares	$5.1M 45.5K shares
F FIL Ltd Institution	−$9.3M −95.4K shares	Sold Off 0 shares
FMR LLC Institution	−$9.0M −81.2K shares	$155.2M 1.4M shares
UBS Group AG Institution	−$8.1M −72.7K shares	$11.6M 103.7K shares
ARIEL INVESTMENTS, LLC Long Only Manager	−$7.8M −70.3K shares	$191.6M 1.7M shares
VANGUARD GROUP INC Institution	−$6.0M −53.6K shares	$259.2M 2.3M shares
D D. E. Shaw & Co., Inc. Institution	−$5.6M −50.2K shares	$4.2M 37.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$4.2M −37.7K shares	$4.6M 41.3K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.9M −35.0K shares	$8.9M 79.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.3M −29.7K shares	$25.4M 227.6K shares

Entry and Exit Activity

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

New Positions: 17
New Value: $3.8M
Exited Positions: 29
Exited Value: $29.1M

New Positions

Institution	Position Value
Numerai GP LLC Hedge Fund•Quant	$1.9M 17.5K shares
SYON CAPITAL LLC RIA/Wealth	$328.0K 2.9K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$321.3K 2.9K shares
NorthRock Partners, LLC RIA/Wealth	$298.2K 2.7K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$244.8K 2.2K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$224.0K 2.0K shares
D Daiwa Securities Group Inc. Institution	$191.6K 1.7K shares
Federation des caisses Desjardins du Quebec Fund of Funds	$169.4K 1.5K shares
R Root Financial Partners, LLC RIA/Wealth	$22.5K 202.0 shares
Point72 Europe LLP Digital Asset Manager	$21.8K 196.0 shares

Exited Positions

Institution	Previous Position
F FIL Ltd Institution	$9.3M 95.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$3.1M 31.9K shares
Engineers Gate Manager LP Hedge Fund•Quant	$2.0M 20.2K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$1.6M 16.4K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$1.5M 15.1K shares
J JANE STREET GROUP, LLC Institution	$1.3M 13.5K shares
Quantbot Technologies LLC Hedge Fund•Quant	$1.2M 12.4K shares
H HRT FINANCIAL LLC Institution	$1.2M 12.4K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.1M 11.8K shares
OPPENHEIMER ASSET MANAGEMENT INC. RIA/Wealth	$985.3K 10.1K shares

Options Activity

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

Call Positions: 5
Call Value: $2.5M
Put Positions: 4
Put Value: $512.6K

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$802.4K 72.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$802.4K 72.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$757.8K 68.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$89.2K 8.0 contracts
Walleye Trading LLC RIA/Wealth	$89.2K 8.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$222.9K 20.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$144.9K 13.0 contracts
Walleye Trading LLC RIA/Wealth	$144.9K 13.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GEORGE KAISER FAMILY FOUNDATION Institution	-	52.57% $374.6M	5.28% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$712.6M
ARIEL INVESTMENTS, LLC Long Only Manager	John Washington Rogers CEO	2.05% $191.6M	2.70% 1.7M shares	Q2 2016 Held for 9y 5m	$9.4B
AVENIR CORP Long Only Manager	Charles Green Mackall Chairman	1.46% $14.0M	0.20% 125.5K shares	≤ Q2 2013 Held for 12y 5m+	$960.1M
VELA Investment Management, LLC Long Only Manager	Roderick Hadley Dillon CEO	0.72% $2.5M	0.04% 22.3K shares	Q4 2021 Held for 3y 11m	$347.1M
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	0.59% $5.6M	0.08% 50.0K shares	Q2 2021 Held for 4y 5m	$948.6M
Avalon Advisory Group Long Only Manager	Walter Andrew Laub Partner	0.36% $900.2K	0.01% 8.1K shares	Q1 2024 Held for 1y 8m	$246.7M
M MARTIN & CO INC /TN/ RIA/Wealth	Michael Wright Holt CEO	0.36% $2.0M	0.03% 18.1K shares	Q4 2018 Held for 6y 11m	$561.9M
CAMBIAR INVESTORS LLC Long Only Manager	Brian Mitchell Barish President	0.32% $7.1M	0.10% 63.7K shares	Q1 2021 Held for 4y 8m	$2.2B
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	Todd Keefe Barker CEO	0.30% $40.5M	0.57% 363.6K shares	Q4 2024 Held for 11 months	$13.5B
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.28% $1.9M	0.03% 17.5K shares	Q3 2025 Held for 2 months	$707.9M

Hedge Fund Spotlight

Discover hedge funds investing in BOKF

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in BOK Financial

Market Value: $46.8K
Shares Held: 420.0
Portfolio Weight: 0.00%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%