Public record / Tickers / BOKF

BOKF — BOK FINANCIAL CORP†

Both disclosure regimes on one name: who in Congress filed about BOKF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming BOKF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-15
filed 2019-04-15
13F holders
216
top-216 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Van Taylor · $1.0K–$15.0K

SELL · traded 2019-03-25 → filed 2019-04-15. Ranked over every BOKF row by the provable lower bound, never a point estimate.

No member disclosed BOKF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BOKF rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BOKF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BOKF
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in BOKF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed BOKF in the trailing 12 months.

Congress ↔ notable managers · BOKF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BOK FINL CORP

Merged timeline of congressional filings and notable-manager moves on BOKF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−3 sh
2026-05-15Bridgewater Associates 13FEXIT−13,011 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BOKF for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1GEORGE KAISER FAMILY FOUNDATION$431M1
2DIMENSIONAL FUND ADVISORS LP$347M1
3ARIEL INVESTMENTS, LLC$211M1
4FMR LLC$182M1
5BlackRock, Inc.$143M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$127M1
7STATE STREET CORP$124M1
8VANGUARD CAPITAL MANAGEMENT LLC$110M1
9CIBC Bancorp USA Inc.$72.9M1
10CIBC WORLD MARKET INC.$54.3M1
11TWO SIGMA INVESTMENTS, LP$53.4M1
12AQR CAPITAL MANAGEMENT LLC$49.1M1
13FIRST TRUST ADVISORS LP$42.6M1
14Freestone Grove Partners LP$32.9M1
15BNP Paribas Asset Management Holding S.A.$31.5M1
16MORGAN STANLEY$31.2M1
17Allspring Global Investments Holdings, LLC$29.5M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.3M1
19BLAIR WILLIAM & CO/IL$25.0M1
20UBS Group AG$24.8M1
21CITADEL ADVISORS LLC$19.6M1
22NORTHERN TRUST CORP$18.3M1
23BANK OF AMERICA CORP /DE/$17.9M1
24VANGUARD FIDUCIARY TRUST CO$16.4M1
25AVENIR CORP$16.0M1
26Squarepoint Ops LLC$11.0M1
27Quantinno Capital Management LP$10.5M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.2M1
29D. E. Shaw & Co., Inc.$9.6M1
30Invesco Ltd.$7.8M1
31JACOBS LEVY EQUITY MANAGEMENT, INC$7.2M1
32PANAGORA ASSET MANAGEMENT INC$6.5M1
33PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$6.4M1
34Edgestream Partners, L.P.$6.2M1
35BALYASNY ASSET MANAGEMENT L.P.$6.0M1
36CITIGROUP INC$5.9M1
37ROYCE & ASSOCIATES LP$5.8M1
38FIL Ltd$5.8M1
39Swiss National Bank$5.6M1
40Pathstone Holdings, LLC$5.4M1
41CAMBIAR INVESTORS LLC$5.2M1
42SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M1
43Rafferty Asset Management, LLC$4.7M1
44Nuveen, LLC$4.3M1
45WELLS FARGO & COMPANY/MN$4.3M1
46JANE STREET GROUP, LLC$3.1M1
47Brevan Howard Capital Management LP$3.0M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.8M1
49SEI INVESTMENTS CO$2.6M1
50VANGUARD ASSET MANAGEMENT, Ltd$2.5M1
51Verition Fund Management LLC$2.5M1
52READYSTATE ASSET MANAGEMENT LP$2.5M1
53MARTIN & CO INC /TN/$2.4M1
54MILLENNIUM MANAGEMENT LLC$2.3M1
55Allianz Asset Management GmbH$2.3M1
56PALISADE CAPITAL MANAGEMENT, LP$2.2M1
57ENVESTNET ASSET MANAGEMENT INC$2.2M1
58Vest Financial, LLC$2.1M1
59SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.1M1
60OCCUDO QUANTITATIVE STRATEGIES LP$2.0M1
61Legal & General Group Plc$2.0M1
62Summit Trail Advisors, LLC$1.9M1
63Point72 Asset Management, L.P.$1.7M1
64Creative Planning$1.7M1
65AMERICAN CENTURY COMPANIES INC$1.7M1
66Probity Advisors, Inc.$1.6M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
68Man Group plc$1.5M1
69Galvin, Gaustad & Stein, LLC$1.4M1
70KING LUTHER CAPITAL MANAGEMENT CORP$1.3M1
71Janus Henderson Group Ltd.$1.2M1
72Professional Financial Advisors, LLC$1.2M1
73HSBC HOLDINGS PLC$1.2M1
74CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
75Vanguard Global Advisers, LLC$1.1M1
76ALLIANCEBERNSTEIN L.P.$1.1M1
77Focus Partners Wealth$1.1M1
78Aquatic Capital Management LLC$1.0M1
79ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$978K1
80HighTower Advisors, LLC$907K1
81Trexquant Investment LP$898K1
82Numerai GP LLC$891K1
83AIGEN INVESTMENT MANAGEMENT, LP$858K1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$841K1
85Zurcher Kantonalbank (Zurich Cantonalbank)$827K1
86Vanguard Investments Australia, Ltd.$786K1
87COWA, LLC$784K1
88Arizona State Retirement System$779K1
89MACKENZIE FINANCIAL CORP$769K1
90Jefferies Financial Group Inc.$714K1
91TEACHER RETIREMENT SYSTEM OF TEXAS$703K1
92O'SHAUGHNESSY ASSET MANAGEMENT, LLC$665K1
93ROYAL BANK OF CANADA$654K1
94Elk River Wealth Management LLC$647K1
95EntryPoint Capital, LLC$637K1
96MERCER GLOBAL ADVISORS INC /ADV$589K1
97Tidal Investments LLC$569K1
98RAYMOND JAMES FINANCIAL INC$564K1
99Gotham Asset Management, LLC$553K1
100Centiva Capital, LP$552K1
101MIRABELLA FINANCIAL SERVICES LLP$541K1
102Pictet Asset Management Holding SA$527K1
103AXQ CAPITAL, LP$522K1
104Schonfeld Strategic Advisors LLC$486K1
105Corient Private Wealth LLC$458K1
106Concurrent Investment Advisors, LLC$454K1
107UNITED CAPITAL FINANCIAL ADVISORS, LLC$451K1
108Vanguard Personalized Indexing Management, LLC$444K1
109LPL Financial LLC$425K1
110RITHOLTZ WEALTH MANAGEMENT$424K1
111Laird Norton Wetherby Trust Company, LLC$410K1
112Amundi$404K1
113Frec Markets, Inc.$378K1
114MML INVESTORS SERVICES, LLC$376K1
115ANCHYRA PARTNERS LLC$376K1
116Sequoia Financial Advisors, LLC$372K1
117GTS SECURITIES LLC$368K1
118Swiss Life Asset Management Ltd$358K1
119NorthRock Partners, LLC$350K1
120Legacy Wealth Asset Management, LLC$347K1
121Perbak Capital Partners LLP$334K1
122CAPITAL ADVISORS INC/OK$315K1
123WESTWOOD HOLDINGS GROUP INC$304K1
124COMMERCE BANK$293K1
125M&T BANK CORP$290K1
126Savant Capital, LLC$288K1
127FORA Capital, LLC$287K1
128&PARTNERS$283K1
129Brooklyn Investment Group$283K1
130STATE OF WISCONSIN INVESTMENT BOARD$275K1
131DEUTSCHE BANK AG\$274K1
132STIFEL FINANCIAL CORP$271K1
133Cerity Partners LLC$270K1
134CIBC Asset Management Inc$266K1
135WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$259K1
136Bayforest Capital Ltd$252K1
137TWO SIGMA SECURITIES, LLC$250K1
138Rockefeller Capital Management L.P.$247K1
139BANK OF MONTREAL /CAN/$223K1
140Baird Financial Group, Inc.$206K1
141Universal- Beteiligungs- und Servicegesellschaft mbH$206K1
142XPONANCE LLC$202K1
143US BANCORP \DE\$196K1
144Federation des caisses Desjardins du Quebec$176K1
145Wealth Enhancement Trust Services, Inc.$174K1
146Burk Holdings LLC$163K1
147CWM, LLC$160K1
148OSAIC HOLDINGS, INC.$158K1
149QUADRANT CAPITAL GROUP LLC$135K1
150Tower Research Capital LLC (TRC)$132K1
151CHILTON CAPITAL MANAGEMENT LLC$120K1
152GHP Investment Advisors, Inc.$112K1
153Steward Partners Investment Advisory, LLC$64.0K1
154Global Assets Advisory, LLC$43.7K1
155Smartleaf Asset Management LLC$39.6K1
156MAI Capital Management$37.8K1
157Allworth Financial LP$37.0K1
158FIFTH THIRD BANCORP$36.7K1
159NOMURA ASSET MANAGEMENT CO LTD$29.5K1
160NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$23.7K1
161SIGNATUREFD, LLC$23.3K1
162CENTRAL TRUST Co$19.2K1
163HRT FINANCIAL LP$17.7K1
164Parkside Financial Bank & Trust$16.9K1
165CVA Family Office, LLC$14.6K1
166Treasurer of the State of North Carolina$14.3K1
167ELEVATION WEALTH PARTNERS, LLC$11.5K1
168JFS WEALTH ADVISORS, LLC$8.6K1
169Blue Trust, Inc.$7.2K1
170Marquette Asset Management, LLC$6.4K1
171Clearstead Trust, LLC$5.8K1
172Pinnacle Wealth Planning Services, Inc.$3.7K1
173Bell Investment Advisors, Inc$3.6K1
174Sachetta, LLC$2.6K1
175Private Wealth Management Group, LLC$2.6K1
176SouthState Bank Corp$2.2K1
177True Wealth Design, LLC$2.2K1
178DiNuzzo Private Wealth, Inc.$2.0K1
179Rialto Wealth Management, LLC$2.0K1
180Larson Financial Group LLC$1.7K1
181SJS Investment Consulting Inc.$1.2K1
182UMB Bank, n.a.$8961
183Physician Wealth Advisors, Inc.$6411
184ASSETMARK, INC$6401
185Vermillion Wealth Management, Inc.$6401
186HFM Investment Advisors, LLC$6401
187Clearstead Advisors, LLC$3851
188SHP Wealth Management$3841
189CANADA LIFE ASSURANCE Co$3081
190DecisionPoint Financial, LLC$2571
191MV CAPITAL MANAGEMENT, INC.$1291
192TFC Financial Management, Inc.$1291
193KBC Group NV$1101
194Capital Advisors, Ltd. LLC$11
195Avion Wealth$11
196VANGUARD GROUP INC— value not disclosed1
197COMERICA BANK— value not disclosed1
198RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
199CIBC WORLD MARKETS CORP— value not disclosed1
200Bridgewater Associates, LP— value not disclosed1
201GSA CAPITAL PARTNERS LLP— value not disclosed1
202NORGES BANK— value not disclosed1
203TWO SIGMA ADVISERS, LP— value not disclosed1
204Daiwa Securities Group Inc.— value not disclosed1
205Arax Advisory Partners— value not disclosed1
206MQS Management LLC— value not disclosed1
207Sanctuary Advisors, LLC— value not disclosed1
208INCEPTIONR LLC— value not disclosed1
209CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
210AlphaQuest LLC— value not disclosed1
211Forum Financial Management, LP— value not disclosed1
212SageView Advisory Group, LLC— value not disclosed1
213Caitong International Asset Management Co., Ltd— value not disclosed1
214Aster Capital Management (DIFC) Ltd— value not disclosed1
215VARCOV Co.— value not disclosed1
216Eurizon Capital SGR S.p.A.— value not disclosed1
Truncated by Public Filings. Every one of the 195 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BOKF

RETAINED WINDOW · ACTIVE HITS

Zero hits on BOKF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BOKF · financials and macro

Financials — as filed PLANNED

BOKF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BOKF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing