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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Van Taylor · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
197COMERICA BANK$01
198RENAISSANCE TECHNOLOGIES LLC$01
199CIBC WORLD MARKETS CORP$01
200Bridgewater Associates, LP$01
201GSA CAPITAL PARTNERS LLP$01
202NORGES BANK$01
203TWO SIGMA ADVISERS, LP$01
204Daiwa Securities Group Inc.$01
205Arax Advisory Partners$01
206MQS Management LLC$01
207Sanctuary Advisors, LLC$01
208INCEPTIONR LLC$01
209CHILDRESS CAPITAL ADVISORS, LLC$01
210AlphaQuest LLC$01
211Forum Financial Management, LP$01
212SageView Advisory Group, LLC$01
213Caitong International Asset Management Co., Ltd$01
214Aster Capital Management (DIFC) Ltd$01
215VARCOV Co.$01
216Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 216 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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