BOK FINANCIAL CORP hedge fund holdings
BOKFNASDAQ$128.36+1.92 (+1.52%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BOKF · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+15.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 87 | 87 | $120M | $155M | 231 | Aug 14, 2025 |
| Q3 2025 | 71 | 78 | $127M | $133M | 238 | Nov 14, 2025 |
| Q4 2025 | 69 | 81 | $199M | $134M | 237 | Feb 14, 2026 |
| Q1 2026 | 115 | 62 | $199M | $244M | 282 | May 15, 2026 |
| Q2 2026 | 119 | 80 | $429M | $236M | 290 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
290 filersNew position
44$254M+1.83M sh
Increased
75$176M+1.27M sh
Reduced
47-$182M-1.31M sh
Out / sold
33-$54.7M-394K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Elevation Point Wealth Partners, LLC | New Buy | +$107M | $107M | 1.98% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$107M | $107M | 1.00% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 72.94% | -$33.7M | $12.5M | 0.01% | Aug 11, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$32.9M | $0 | 0.00% | Aug 14, 2026 |
| Cibc World Market Inc. | Reduce 45.55% | -$26.8M | $32M | 0.05% | Aug 13, 2026 |
| Treasurer of the State of North Carolina | Reduce 92.78% | -$14.3M | $1.12M | 0.00% | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | New Buy | +$6.62M | $6.62M | 0.14% | Jul 17, 2026 |
| Quantinno Capital Management LP | Added 48.89% | +$5.56M | $16.9M | 0.02% | Aug 13, 2026 |
| Edgestream Partners, L.P. | Added 54.46% | +$3.69M | $10.5M | 0.31% | Aug 11, 2026 |
| Ariel Investments, LLC | Reduce 1.36% | -$3.12M | $226M | 2.25% | Aug 14, 2026 |
| Public Employees Retirement Association of Colorado | Added 16.31% | +$2.89M | $20.6M | 0.07% | Aug 11, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$2.81M | $0 | 0.00% | Aug 14, 2026 |
| Fieldview Capital Management, LLC | New Buy | +$2.49M | $2.49M | 0.71% | Aug 14, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 103.78% | +$2.39M | $4.69M | 0.09% | Aug 14, 2026 |
| Vest Financial, LLC | Sell 100% | -$2.15M | $0 | 0.00% | Jul 24, 2026 |
| Campbell & CO Investment Adviser LLC | Added 229.27% | +$2.05M | $2.94M | 0.15% | Aug 3, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 661.92% | +$1.91M | $2.2M | 0.00% | Aug 6, 2026 |
| Jackson Creek Investment Advisors LLC | New Buy | +$1.6M | $1.6M | 0.53% | Aug 10, 2026 |
| Rafferty Asset Management, LLC | Reduce 29.00% | -$1.47M | $3.59M | 0.01% | Aug 14, 2026 |
| Professional Financial Advisors, LLC | Sell 100% | -$1.21M | $0 | 0.00% | Jul 9, 2026 |
| Aster Capital Management (DIFC) Ltd | New Buy | +$1.05M | $1.05M | 0.22% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | New Buy | +$1.02M | $1.02M | 0.01% | Aug 12, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Added 141.60% | +$978K | $1.67M | 0.01% | Aug 6, 2026 |
| Inceptionr LLC | New Buy | +$969K | $969K | 0.24% | Aug 11, 2026 |
| Oak Thistle LLC | New Buy | +$893K | $893K | 0.09% | Jul 21, 2026 |
| Numerai GP LLC | Sell 100% | -$891K | $0 | 0.00% | Aug 14, 2026 |
| Summit Trail Advisors, LLC | Added 39.21% | +$804K | $2.86M | 0.04% | Aug 11, 2026 |
| Jain Global LLC | New Buy | +$663K | $663K | 0.00% | Aug 14, 2026 |
| Aigen Investment Management, LP | Reduce 69.87% | -$650K | $280K | 0.08% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | Reduce 73.71% | -$570K | $203K | 0.00% | Aug 17, 2026 |
| Tidal Investments LLC | Sell 100% | -$569K | $0 | 0.00% | Aug 13, 2026 |
| Palisade Capital Management, LP | Reduce 20.97% | -$509K | $1.92M | 0.08% | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | New Buy | +$489K | $489K | 0.03% | Aug 14, 2026 |
| Inspire Investing, LLC | New Buy | +$470K | $470K | 0.02% | Aug 12, 2026 |
| Frec Markets, Inc. | Added 113.18% | +$464K | $874K | 0.08% | Aug 13, 2026 |
| Axq Capital, LP | Added 80.73% | +$457K | $1.02M | 0.11% | Aug 6, 2026 |
| United Capital Financial Advisors, LLC | Sell 100% | -$451K | $0 | 0.00% | Aug 17, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$405K | $405K | 0.07% | Aug 4, 2026 |
| Catalyst Funds Management Pty Ltd | New Buy | +$375K | $375K | 0.02% | Aug 10, 2026 |
| GTS Securities LLC | Sell 100% | -$368K | $0 | 0.00% | Aug 14, 2026 |
| Americana Partners, LLC | New Buy | +$343K | $343K | 0.01% | Aug 5, 2026 |
| Perbak Capital Partners LLP | Sell 100% | -$334K | $0 | Not reported | Aug 14, 2026 |
| Bokf, NA | Added 1.84% | +$324K | $18M | 0.25% | Aug 10, 2026 |
| Westwood Holdings Group Inc | Sell 100% | -$304K | $0 | 0.00% | Aug 14, 2026 |
| FORA Capital, LLC | Sell 100% | -$287K | $0 | 0.00% | Aug 13, 2026 |
| R Squared Ltd | New Buy | +$268K | $268K | 0.14% | Aug 5, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Reduce 9.88% | -$266K | $2.42M | 0.00% | Aug 13, 2026 |
| Bayforest Capital Ltd | Sell 100% | -$252K | $0 | 0.00% | Aug 5, 2026 |
| Pictet Asset Management Holding SA | Reduce 42.18% | -$241K | $331K | 0.00% | Jul 30, 2026 |
| AlphaGrep UK Ltd | Sell 100% | -$232K | $0 | 0.00% | Aug 14, 2026 |
| Reinhart Partners, LLC. | Reduce 5.79% | -$221K | $3.6M | 0.08% | Jul 8, 2026 |
| Everpar Advisors LLC | New Buy | +$217K | $217K | 0.06% | Jul 9, 2026 |
| Evergreen Capital Management LLC | New Buy | +$212K | $212K | 0.00% | Jul 23, 2026 |
| Citizens & Northern Corp | New Buy | +$211K | $211K | 0.05% | Jul 17, 2026 |
| Worldquant Millennium Advisors LLC | New Buy | +$204K | $204K | 0.00% | Aug 14, 2026 |
| Xponance LLC | Sell 100% | -$202K | $0 | 0.00% | Aug 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New Buy | +$179K | $179K | 0.00% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 0.50% | -$170K | $34M | 0.03% | Aug 13, 2026 |
| Cambiar Investors LLC | Reduce 2.02% | -$113K | $5.51M | 0.24% | Jul 31, 2026 |
| Polaris Capital Management, LLC | Reduce 4.40% | -$111K | $2.41M | 0.23% | Jul 27, 2026 |
| Hamilton Capital Partners Inc. | Sell 100% | -$78.5K | $0 | 0.00% | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | Reduce 9.01% | -$76.8K | $776K | 0.00% | Aug 13, 2026 |
| Blair William & Co | Reduce 0.24% | -$65K | $27M | 0.07% | Aug 11, 2026 |
| Chilton Capital Management LLC | Reduce 40.74% | -$53.2K | $77.4K | 0.00% | Aug 4, 2026 |
| CANADA LIFE ASSURANCE Co | Added 15.94% | +$52.8K | $384K | 0.00% | Aug 13, 2026 |
| &Partners | Added 16.09% | +$49.4K | $357K | 0.00% | Aug 14, 2026 |
| Global Assets Advisory, LLC | Sell 100% | -$43.7K | $0 | 0.00% | Jul 27, 2026 |
| Isthmus Partners, LLC | Added 0.90% | +$32.9K | $3.68M | 0.36% | Jul 20, 2026 |
| Quarry LP | New Buy | +$30.7K | $30.7K | 0.00% | Aug 14, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$29.5K | $0 | 0.00% | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$28.5K | $28.5K | 0.00% | Jul 28, 2026 |
| CIBC Asset Management Inc | Reduce 9.71% | -$28.1K | $261K | 0.00% | Aug 3, 2026 |
| MML Investors Services, LLC | Reduce 4.87% | -$19.9K | $388K | 0.00% | Aug 7, 2026 |
| SageView Advisory Group, LLC | Reduce 7.22% | -$19.3K | $248K | 0.01% | Aug 10, 2026 |
| Syon Capital LLC | Reduce 3.99% | -$18.6K | $448K | 0.02% | Aug 14, 2026 |
| Versant Capital Management, Inc | Added 47.64% | +$16.8K | $52.1K | 0.00% | Jul 2, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 3.75% | +$16.7K | $461K | 0.01% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Reduce 2.48% | -$14.9K | $585K | 0.00% | Aug 14, 2026 |
| Anchyra Partners LLC | Added 3.07% | +$12.5K | $420K | 0.10% | Jul 23, 2026 |
| Probity Advisors, Inc. | Reduce 0.64% | -$11.2K | $1.75M | 0.25% | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | Added 2.17% | +$10.7K | $504K | 0.00% | Jul 27, 2026 |
| Picton Mahoney Asset Management | New Buy | +$7.5K | $7.5K | 0.00% | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | Reduce 1.92% | -$7.22K | $370K | 0.08% | Jul 9, 2026 |
| Fiduciary Financial Advisors | New Buy | +$6.81K | $6.81K | 0.00% | Aug 14, 2026 |
| Allstate Corp | Added 0.37% | +$6.11K | $1.64M | 0.02% | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | Added 1.47% | +$5.69K | $394K | 0.00% | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 1.00% | -$4.03K | $400K | 0.00% | Jul 17, 2026 |
| Bogart Wealth, LLC | Added 192.86% | +$3.75K | $5.69K | 0.00% | Jul 24, 2026 |
| Creative Capital Management Investments LLC | New Buy | +$3.33K | $3.33K | 0.00% | Jul 24, 2026 |
| Martin & Co Inc | Added 0.12% | +$3.06K | $2.66M | 0.42% | Aug 12, 2026 |
| Bellevue Asset Management, LLC | New Buy | +$2.08K | $2.08K | 0.00% | Aug 4, 2026 |
| Stone House Investment Management, LLC | New Buy | +$1.39K | $1.39K | 0.00% | Aug 5, 2026 |
| LRI Investments, LLC | Added 7.45% | +$972 | $14K | 0.00% | Jul 14, 2026 |
| Horizon Investments, LLC | Reduce 50.00% | -$972 | $972 | 0.00% | Aug 13, 2026 |
| HFM Investment Advisors, LLC | Added 120.00% | +$833 | $1.53K | 0.00% | Aug 4, 2026 |
| JFS Wealth Advisors, LLC | Added 7.46% | +$694 | $10K | 0.00% | Jul 10, 2026 |
| Hughes Financial Services, LLC | Added 17.24% | +$694 | $4.72K | 0.00% | Jul 20, 2026 |
| Vermillion Wealth Management, Inc. | Sell 100% | -$640 | $0 | 0.00% | Jul 16, 2026 |
| UMB Bank, n.a. | Added 57.14% | +$556 | $1.53K | 0.00% | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | Added 30.77% | +$556 | $2.36K | 0.00% | Jul 28, 2026 |