Fund shareholders of BOK Financial Corp
ISIN US05561Q2012 · United States · LEI GRI2NT5QHYW751NMR949
- Fund shareholders
- 263
- Of which ETFs
- 80 183 other funds
- Value held
- 1.2B $ 7.9M SEK
- Share of capital
- 14.7 % of 60.8M shares on Jun 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 794 | 99.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 792 | 99.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 775 | 97.4K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 765 | 96.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 715 | 91.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 706 | 90.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 675 | 84.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 642 | 80.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 627 | 78.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 625 | 78.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 624 | 83.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 584 | 73.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 568 | 72.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 526 | 67.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 516 | 66.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 502 | 64.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 485 | 64.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 462 | 61.8K $ | 0.78 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 453 | 58K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 438 | 56.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 435 | 55.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 429 | 54.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 420 | 53.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 400 | 51.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 376 | 48.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 371 | 47.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 360 | 46.1K $ | 1.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 344 | 43.2K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 336 | 42.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 321 | 41.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 308 | 39.4K $ | 0.99 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 300 | 38.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 296 | 37.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 282 | 37.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 280 | 37.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 279 | 35.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 273 | 35K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 270 | 36.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 270 | 34.6K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 253 | 32.4K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 246 | 31.5K $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 231 | 29K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 212 | 26.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 200 | 25.6K $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 25.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 193 | 24.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 184 | 23.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 172 | 22K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 137 | 17.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 125 | 15.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 119 | 15.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 115 | 15.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 115 | 14.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 107 | 14.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 106 | 14.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 100 | 12.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 99 | 12.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 68 | 8.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 65 | 8.3K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 62 | 8.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 42 | 5.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 41 | 5.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 18 | 2.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Ariel Focus Fund Ariel Investment Trust | 5.44 % | as of Mar 31, 2026 ↗ |
| Select Banking Portfolio Fidelity Select Portfolios | 3.55 % | as of Feb 28, 2026 ↗ |
| Ariel Fund Ariel Investment Trust | 2.57 % | as of Mar 31, 2026 ↗ |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 2.50 % | as of Apr 30, 2026 ↗ |
| Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND | 2.48 % | as of Apr 30, 2026 ↗ |
| Ariel Appreciation Fund Ariel Investment Trust | 2.29 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 1.86 % | as of Mar 31, 2026 ↗ |
| Royce SMid-Cap Total Return Fund ROYCE FUND | 1.74 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1.48 % | as of Mar 31, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 1.47 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 262 | +12 | 8,927,310 | +1.4 % |
| 2026Q1 | 250 | -6 | 8,806,869 | -4.1 % |
| 2025Q4 | 256 | +3 | 9,186,448 | -6.1 % |
| 2025Q3 | 253 | +3 | 9,785,726 | +6.8 % |
| 2025Q2 | 250 | 0 | 9,166,885 | -0.0 % |
| 2025Q1 | 250 | +1 | 9,170,075 | +2.8 % |
| 2024Q4 | 249 | -8 | 8,917,366 | -10.0 % |
| 2024Q3 | 257 | -4 | 9,907,809 | +1.4 % |
| 2024Q2 | 261 | +14 | 9,773,566 | +6.7 % |
| 2024Q1 | 247 | -1 | 9,157,430 | -5.3 % |
| 2023Q4 | 248 | 9,671,807 |
Institutional managers
279 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| George Kaiser Family Foundation | 3,361,707 | 430.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,708,525 | 346.8M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 1,649,883 | 211.3M $ | as of Mar 31, 2026 |
| FMR LLC | 1,418,190 | 181.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,116,893 | 143M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 969,414 | 124.1M $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 568,992 | 72.9M $ | as of Mar 31, 2026 |
| CIBC WORLD MARKET INC. | 423,700 | 54.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 417,133 | 53.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 403,341 | 51.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 386,303 | 49.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 332,449 | 42.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 272,380 | 34.9M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 257,045 | 32.9M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 245,693 | 31.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 243,327 | 31.2M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 230,146 | 29.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 220,978 | 28.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 215,586 | 27.6M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 195,215 | 25M $ | as of Mar 31, 2026 |
| UBS Group AG | 193,389 | 24.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 163,304 | 20.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 153,202 | 19.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 142,916 | 18.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 139,910 | 17.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of BOK Financial Corp". https://titelia.com/en/stocks/bok-financial-corp-US05561Q2012