BancFirst Corporation (BANF) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+0.33 pp), though top 10 holders maintain a highly concentrated 75.4% of institutional value.
Institutional Ownership45.5%$1.8B total value · ▲ +0.33 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score48 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow242 holders-12 net flow (+28 / -40)
AI Insights & Key Takeaways
- Negative Institutional Flow (-12)
- Millennium Management Llc maintains a significant position
- Top 10 holders control 75.4% of institutional value
- No Insider Signal
Top Institutional Holders of BANF
Ranked by reported Q1 2026 13F market value
Top 10 Holders
75.4%
Top 25 Holders
89.3%
Share of total reported institutional value in BANF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $335.4M | +0.6% | 9.118% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.6M | $281.0M | -0.9% | 7.639% | 0.83% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $167.5M | — | 4.552% | 0.01% |
| 4 | STATE STREET CORP | 1.3M | $144.5M | -3.7% | 3.909% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $117.7M | — | 3.198% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 870K | $94.3M | -2.6% | 2.565% | 0.02% |
| 7 | BancFirst Trust & Investment Management | 872K | $94.1M | +2.3% | 2.572% | 41.58% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 533K | $57.9M | +3.3% | 1.572% | 0.00% |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 270K | $29.3M | -0.2% | 0.796% | 0.10% |
| 10 | WELLS FARGO & COMPANY/MN | 269K | $29.2M | -4.4% | 0.793% | 0.01% |
| 11 | NORTHERN TRUST CORP | 246K | $26.7M | +1.9% | 0.724% | 0.00% |
| 12 | Champlain Investment Partners, LLC | 223K | $24.2M | -7.2% | 0.659% | 0.31% |
| 13 | AMERICAN CENTURY COMPANIES INC | 216K | $23.5M | +41.0% | 0.637% | 0.01% |
| 14 | MORGAN STANLEY | 211K | $22.9M | -12.8% | 0.624% | 0.00% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 205K | $22.3M | — | 0.606% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 204K | $22.2M | +8.1% | 0.603% | 0.00% |
| 17 | Bank of New York Mellon Corp | 156K | $16.9M | -2.6% | 0.460% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 147K | $15.9M | — | 0.432% | 0.00% |
| 19 | RAYMOND JAMES FINANCIAL INC | 133K | $14.4M | -0.0% | 0.392% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 113K | $12.2M | -10.3% | 0.333% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 105K | $11.4M | -3.3% | 0.310% | 0.00% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 102K | $11.0M | -15.5% | 0.300% | 0.01% |
| 23 | Invesco Ltd. | 81K | $8.8M | -47.3% | 0.240% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 81K | $8.8M | +3.5% | 0.239% | 0.01% |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 74K | $8.1M | +4.1% | 0.220% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BANF — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in BANF during Q1 2026, grouped by how each filer changed its position.
New Buyers
28Institutions that opened a new BANF position in Q1 2026
- VANGUARD PORTFOLIO MANAGEMENT LLC$167.5M
- VANGUARD CAPITAL MANAGEMENT LLC$117.7M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22.3M
- VANGUARD FIDUCIARY TRUST CO$15.9M
- VANGUARD ASSET MANAGEMENT, Ltd$2.1M
- Squarepoint Ops LLC$970K
- Vanguard Global Advisers, LLC$906K
- Freestone Grove Partners LP$837K
- TWO SIGMA INVESTMENTS, LP$621K
- Vanguard Investments Australia, Ltd.$533K
- INCEPTIONR LLC$421K
- Jefferies Financial Group Inc.$336K
Exited Positions
40Institutions that fully closed their BANF position in Q1 2026
BANF Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 242 | 4.7% | 45.46% | +0.33 pp | $1.79B | +0.7% |
| Q4 2025 | 254 | 1.9% | 45.13% | 8.04 pp | $1.78B | 15% |
| Q3 2025 | 259 | +2.0% | 53.17% | +1.87 pp | $2.10B | +3.6% |
| Q2 2025 | 254 | +8.5% | 51.30% | +7.02 pp | $2.02B | +16% |
| Q1 2025 | 234 | 4.9% | 44.28% | 3.12 pp | $1.75B | 6.6% |
| Q4 2024 | 246 | +11% | 47.40% | +4.64 pp | $1.87B | +11% |
| Q3 2024 | 222 | +2.3% | 42.76% | +10.02 pp | $1.69B | +31% |
| Q2 2024 | 217 | — | 32.74% | — | $1.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BANF — Frequently Asked Questions
Quick answers to the most common questions about buying BANF stock.
What percentage of BANF is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of BancFirst Corporation stands at 45.5%, held across 242 reporting institutions.
Who is the largest institutional holder of BANF?
BlackRock, Inc. is the largest reported institutional holder of BANF, with approximately 3,091,609 shares worth $0.34B as of Q1 2026.
Is BANF a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BANF, including MILLENNIUM MANAGEMENT LLC.
What is BANF's Smart Money Score?
Our composite Smart Money Score for BANF is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought BANF this quarter?
28 institutions opened new positions in BANF during Q1 2026, while 40 fully exited. 138 added to existing positions and 73 trimmed.
How is institutional ownership of BANF changing?
BANF institutional ownership rose by 0.33 percentage points quarter-over-quarter, with a net change of -12 holders.
How concentrated is BANF ownership among the top holders?
The top 10 institutions account for 75.4% of all reported 13F value in BANF, and the top 25 account for 89.3%.
Where does this BANF institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.