Institutional Ownership Bok Financial Corp (BOKF)
This table provides information about the institutional ownership of Bok Financial Corp (BOKF). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
52
shares
|
$5,499
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
52
shares
|
$5,499
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
47
shares
|
$4,970
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
41
shares
|
$4,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33
shares
|
$3,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
28
shares
|
$2,961
0.0% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27
shares
|
$2,855
0.0% of portfolio
|
Q1 2025
Reduced 91.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
23
shares
|
$2,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
20
shares
|
$2,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
20
shares
|
$2,115
0.0% of portfolio
|
Q2 2024
Added 233.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
16
shares
|
$1,692
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
14
shares
|
$1,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14
shares
|
$1,480
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
12
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
9
shares
|
$951
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$740
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6
shares
|
$634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
5
shares
|
$528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$528
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4
shares
|
$423
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4
shares
|
$423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
4
shares
|
$423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$317
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3
shares
|
$317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3
shares
|
$317
0.0% of portfolio
|
Q4 2023
New holding
|