| 2.25% |
| 4 | FMR LLC | 1.4M | $188.0M | -4.5% | 2.228% | 0.01% |
| 5 | BlackRock, Inc. | 1.1M | $157.3M | +1.4% | 1.864% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 989K | $137.3M | 0.0% | 1.627% | 0.01% |
| 7 | STATE STREET CORP | 940K | $130.6M | -3.0% | 1.547% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 864K | $120.1M | +1.1% | 1.423% | 0.00% |
| 9 | ELEVATION POINT WEALTH PARTNERS, LLC | 770K | $106.9M | — | 1.267% | 1.98% |
| 10 | Vestmark Advisory Solutions, Inc. | 770K | $106.9M | — | 1.267% | 1.00% |
| 11 | VICTORY CAPITAL MANAGEMENT INC | 558K | $77.5M | +105.0% | 0.919% | 0.04% |
| 12 | CIBC Bancorp USA Inc. | 502K | $69.7M | -11.8% | 0.826% | 0.08% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 468K | $65.0M | +15.9% | 0.770% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 430K | $59.5M | +11.2% | 0.707% | 0.02% |
| 15 | GOLDMAN SACHS GROUP INC | 278K | $38.6M | +28.9% | 0.458% | 0.00% |
| 16 | MORGAN STANLEY | 254K | $35.2M | +4.3% | 0.418% | 0.00% |
| 17 | BNP Paribas Asset Management Holding S.A. | 244K | $34.0M | -0.5% | 0.402% | 0.03% |
| 18 | CIBC WORLD MARKET INC. | 231K | $32.0M | -45.6% | 0.380% | 0.05% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 212K | $29.4M | -4.1% | 0.349% | 0.00% |
| 20 | Allspring Global Investments Holdings, LLC | 197K | $27.9M | -14.2% | 0.325% | 0.04% |
| 21 | BLAIR WILLIAM & CO/IL | 195K | $27.0M | -0.2% | 0.321% | 0.07% |
| 22 | UBS Group AG | 184K | $25.6M | -4.8% | 0.303% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 170K | $23.6M | +850.4% | 0.280% | 0.01% |
| 24 | TWO SIGMA INVESTMENTS, LP | 161K | $22.3M | -61.5% | 0.264% | 0.02% |
| 25 | NORGES BANK | 145K | $20.2M | — | 0.239% | 0.00% |
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 BOKF — a direct measure of their conviction.
| 28.67% |
| +0.29 pp |
| $2.24B |
| +2.6% |
| Q4 2024 | 250 | +8.2% | 28.38% | +0.69 pp | $2.19B | +5.1% |
| Q3 2024 | 231 | — | 27.69% | — | $2.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in BOKF during Q2 2026, while 32 fully exited. 192 added to existing positions and 49 trimmed.
BOKF institutional ownership rose by 2.40 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 64.8% of all reported 13F value in BOKF, and the top 25 account for 83.6%.
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.