Titelia

Fund shareholders of BOK Financial Corp

ISIN US05561Q2012 · United States · LEI GRI2NT5QHYW751NMR949

Fund shareholders
259
Of which ETFs
76 183 other funds
Value held
≈ 1.2B $ 1.2B $ · 7.9M SEK
Share of capital
14.3 % of 60.8M shares on Jun 30, 2026

259 funds hold this company. This table lists the 257 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 579,06180.4M $0.00 %0.95 %as of Jun 30, 2026 ↗
Ariel Fund Ariel Investment Trust 513,59371.3M $2.46 %0.85 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 455,22863.2M $1.33 %0.75 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 450,62463.7M $0.38 %0.74 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 417,66958M $0.03 %0.69 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 350,45549.5M $0.34 %0.58 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 344,65248.7M $0.25 %0.57 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 264,81336.8M $0.05 %0.44 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 260,48336.8M $0.45 %0.43 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 243,88833.9M $0.03 %0.40 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 235,21933.2M $0.17 %0.39 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 218,10930.8M $0.56 %0.36 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 190,80024.4M $0.04 %0.31 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 185,95023.8M $0.01 %0.31 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 174,04424.6M $0.16 %0.29 %as of Jul 31, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 156,22621.7M $2.26 %0.26 %as of Jun 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 142,99219.9M $0.67 %0.24 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 129,15118.2M $0.04 %0.21 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 122,10015.6M $3.46 %0.20 %as of May 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 120,35417M $0.01 %0.20 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 116,31916.4M $0.04 %0.19 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 108,83613.9M $0.03 %0.18 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 104,89214.6M $0.98 %0.17 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 102,00014.2M $0.06 %0.17 %as of Jun 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 86,20012M $1.04 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,41411.5M $0.03 %0.13 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 81,06711.3M $0.02 %0.13 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 75,66410.7M $0.01 %0.12 %as of Jul 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 73,88910.3M $0.26 %0.12 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 71,81910M $0.57 %0.12 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 71,48110.1M $0.02 %0.12 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 65,8578.4M $0.67 %0.11 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 64,8219.2M $0.22 %0.11 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 62,6988M $0.09 %0.10 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 57,2917.3M $0.05 %0.09 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 57,0208.1M $0.05 %0.09 %as of Jul 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 56,1007.2M $0.92 %0.09 %as of May 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,7686.9M $0.61 %0.08 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 42,2666M $0.38 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 42,1945.9M $0.01 %0.07 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 40,2365.6M $0.26 %0.07 %as of Jun 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 39,5005.6M $0.82 %0.07 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 39,1565.4M $0.02 %0.06 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,6715M $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 38,4705.3M $0.02 %0.06 %as of Jun 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 37,2155.2M $0.71 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 36,2794.6M $0.02 %0.06 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 35,7784.6M $0.03 %0.06 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 34,8074.9M $0.18 %0.06 %as of Jul 31, 2026 ↗
Ariel Focus Fund Ariel Investment Trust 34,5424.8M $5.43 %0.06 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 33,1274.7M $0.01 %0.05 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,0174.1M $0.00 %0.05 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,1854.3M $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 30,6984.3M $0.29 %0.05 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 29,3954.1M $0.20 %0.05 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 28,9854M $0.03 %0.05 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 27,4613.9M $0.91 %0.05 %as of Jul 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 27,4433.8M $1.03 %0.05 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 25,7003.6M $0.06 %0.04 %as of Jul 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 25,6003.6M $0.04 %0.04 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,0173.5M $0.06 %0.04 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 24,0653.4M $0.01 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 23,0142.9M $0.00 %0.04 %as of May 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 22,6073.1M $0.48 %0.04 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,2503.1M $0.23 %0.04 %as of Jul 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 22,2003.1M $0.06 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,1963M $0.33 %0.03 %as of Jul 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 19,9572.8M $0.92 %0.03 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 19,5292.7M $0.05 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,4842.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 17,3452.4M $0.87 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 16,8962.2M $0.02 %0.03 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 16,7712.4M $0.10 %0.03 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 16,0002.3M $0.38 %0.03 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 15,7342.2M $0.00 %0.03 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 15,5012M $0.04 %0.03 %as of May 29, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 15,1982.1M $0.08 %0.03 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 14,1242M $0.21 %0.02 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,0001.8M $0.00 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,9592M $0.02 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,8942M $0.31 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 13,3511.9M $0.20 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 13,3151.9M $0.04 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 13,1341.8M $0.00 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,9201.8M $0.00 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,7921.6M $0.00 %0.02 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,4581.7M $0.05 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,1621.6M $0.01 %0.02 %as of May 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 11,6511.6M $0.08 %0.02 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 11,6001.6M $2.36 %0.02 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,4331.6M $0.00 %0.02 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 11,3101.4M $0.23 %0.02 %as of May 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 11,2361.6M $0.58 %0.02 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,8951.5M $0.15 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 10,5801.4M $0.01 %0.02 %as of May 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 10,4191.4M $0.47 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,1781.4M $0.16 %0.02 %as of Jun 30, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 10,1211.3M $1.47 %0.02 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,8461.4M $0.00 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 9,3971.3M $0.04 %0.02 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 1.52 %as of Dec 31, 2025 ↗
BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg 1.18 %as of Dec 31, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Ariel Focus Fund Ariel Investment Trust 5.43 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.46 %as of May 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.50 %as of Jul 31, 2026 ↗
Ariel Fund Ariel Investment Trust 2.46 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.36 %as of Jul 31, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 2.26 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.90 %as of Jun 30, 2026 ↗
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 1.52 %as of Dec 31, 2025 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 1.47 %as of May 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.36 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3256-68,685,925-2.7 %
2026Q2262+128,927,310+1.4 %
2026Q1250-68,806,869-4.1 %
2025Q4256+39,186,448-6.1 %
2025Q3253+39,785,726+6.8 %
2025Q225009,166,885-0.0 %
2025Q1250+19,170,075+2.8 %
2024Q4249-88,917,366-10.0 %
2024Q3257-49,907,809+1.4 %
2024Q2261+149,773,566+6.7 %
2024Q1247-19,157,430-5.3 %
2023Q42489,671,807

Institutional managers

279 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
George Kaiser Family Foundation3,361,707430.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,708,525346.8M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC1,649,883211.3M $as of Mar 31, 2026
FMR LLC1,418,190181.6M $as of Mar 31, 2026
BlackRock, Inc.1,116,893143M $as of Mar 31, 2026
STATE STREET CORP969,414124.1M $as of Mar 31, 2026
CIBC Bancorp USA Inc.568,99272.9M $as of Mar 31, 2026
CIBC WORLD MARKET INC.423,70054.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP417,13353.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC403,34151.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC386,30349.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP332,44942.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC272,38034.9M $as of Mar 31, 2026
Freestone Grove Partners LP257,04532.9M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.245,69331.5M $as of Mar 31, 2026
MORGAN STANLEY243,32731.2M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC230,14629.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC220,97828.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC215,58627.6M $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL195,21525M $as of Mar 31, 2026
UBS Group AG193,38924.8M $as of Mar 31, 2026
Bank of New York Mellon Corp163,30420.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC153,20219.6M $as of Mar 31, 2026
NORTHERN TRUST CORP142,91618.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/139,91017.9M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of BOK Financial Corp". https://titelia.com/en/stocks/bok-financial-corp-US05561Q2012