BOK Financial Corp: which funds bought and sold

Institutions that bought and sold BOK Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 157 institutions that filed 13F reports for both quarters added to or opened positions in BOK Financial, and 116 cut or closed them. Together they added a net 1.3M shares, +6.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 99K shares (+1.9%); index fund managers were net buyers of 42K shares (+0.9%). 50 opened a new position and 35 sold out entirely.

Bought, Q2 2026 157 institutions, 50 of them new holders Sold, Q2 2026 116 institutions, 35 of them sold out

Net change, all compared +1.3M shares (+6.3%)

Net change, active managers +99K shares (+1.9%), 27 bought, 20 sold

Buyers versus sellers

institutions compared, 333

157 bought 60 116 sold

Active managers and hedge funds 27 bought · 20 sold · +99K

Index fund managers 7 bought · 4 sold · +42K

Other institutions 123 bought · 92 sold · +1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Elevation Point Wealth Partners, LLC	+770K New position	770K	$107M
Vestmark Advisory Solutions, Inc.	+770K New position	770K	$107M
Victory Capital Management Inc Active manager	+286K +105.0%	558K	$77.5M
Millennium Management LLC Hedge fund	+150K +836.5%	168K	$23.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+100K +1306.3%	107K	$14.9M
Renaissance Technologies LLC Hedge fund	+80K New position	80K	$11.1M
Geode Capital Management, LLC Index funds	+64K +15.9%	468K	$65M
Goldman Sachs Group Inc	+62K +28.9%	278K	$38.6M
BNP Paribas Financial Markets	+49K +101.7%	97K	$13.5M
Marshall Wace, LLP Hedge fund	+48K +862.5%	54K	$7.5M
Arbejdsmarkedets Tillaegspension	+48K New position	48K	$6.6M
Qube Research & Technologies Ltd Hedge fund	+44K New position	44K	$6.1M
AQR Capital Management LLC Hedge fund	+43K +11.2%	430K	$59.5M
Quantinno Capital Management LP	+40K +48.9%	122K	$16.9M
Russell Investments Group, Ltd.	+38K +397.3%	47K	$6.6M
Jpmorgan Chase & Co	+35K +192.9%	54K	$7.5M
Schonfeld Strategic Advisors LLC Hedge fund	+34K +885.8%	37K	$5.2M
Balyasny Asset Management L.P. Hedge fund	+33K +70.3%	79K	$11M
HRT Financial LP	+30K +21.4%	168K	$23.3M
Edgestream Partners, L.P. Hedge fund	+27K +54.5%	75K	$10.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	+286K +105.0%	558K	$77.5M
Millennium Management LLC Hedge fund	+150K +836.5%	168K	$23.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+100K +1306.3%	107K	$14.9M
Renaissance Technologies LLC Hedge fund	+80K New position	80K	$11.1M
Marshall Wace, LLP Hedge fund	+48K +862.5%	54K	$7.5M
Qube Research & Technologies Ltd Hedge fund	+44K New position	44K	$6.1M
AQR Capital Management LLC Hedge fund	+43K +11.2%	430K	$59.5M
Schonfeld Strategic Advisors LLC Hedge fund	+34K +885.8%	37K	$5.2M
Balyasny Asset Management L.P. Hedge fund	+33K +70.3%	79K	$11M
Edgestream Partners, L.P. Hedge fund	+27K +54.5%	75K	$10.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Freestone Grove Partners LP Hedge fund	−257K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−257K −61.5%	161K	$22.3M
First Trust Advisors LP	−242K −72.9%	90K	$12.5M
CIBC World Market Inc.	−193K −45.6%	231K	$32M
Citadel Advisors LLC Hedge fund	−113K −73.5%	41K	$5.6M
Treasurer Of The State Of North Carolina	−103K −92.8%	8,040	$1.1M
CIBC Bancorp Usa Inc.	−67K −11.8%	502K	$69.7M
FMR LLC Active manager	−64K −4.5%	1.4M	$188M
D. E. Shaw & Co., Inc. Hedge fund	−45K −59.5%	30K	$4.2M
Allspring Global Investments Holdings, LLC	−33K −14.2%	197K	$27.9M
State Street Corp Index funds	−29K −3.0%	940K	$131M
Jane Street Group, LLC	−24K Sold out	0	—
Barclays PLC	−24K −33.3%	47K	$6.6M
Squarepoint Ops LLC Hedge fund	−23K −26.6%	63K	$8.7M
Ariel Investments, LLC Active manager	−22K −1.4%	1.6M	$226M
Voloridge Investment Management, LLC Hedge fund	−22K Sold out	0	—
Bank Of America Corp	−21K −14.8%	119K	$16.6M
Dark Forest Capital Management LP	−20K −42.3%	27K	$3.8M
Bank Of New York Mellon Corp	−19K −11.8%	144K	$20M
Informed Momentum Co LLC	−17K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Freestone Grove Partners LP Hedge fund	−257K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−257K −61.5%	161K	$22.3M
Citadel Advisors LLC Hedge fund	−113K −73.5%	41K	$5.6M
FMR LLC Active manager	−64K −4.5%	1.4M	$188M
D. E. Shaw & Co., Inc. Hedge fund	−45K −59.5%	30K	$4.2M
Squarepoint Ops LLC Hedge fund	−23K −26.6%	63K	$8.7M
Ariel Investments, LLC Active manager	−22K −1.4%	1.6M	$226M
Voloridge Investment Management, LLC Hedge fund	−22K Sold out	0	—
Trexquant Investment LP Hedge fund	−7,011 Sold out	0	—
Palisade Capital Management, LP Active manager	−3,663 −21.0%	14K	$1.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Elevation Point Wealth Partners, LLC	770K	$107M
Vestmark Advisory Solutions, Inc.	770K	$107M
Renaissance Technologies LLCHedge fund	80K	$11.1M
Arbejdsmarkedets Tillaegspension	48K	$6.6M
Qube Research & Technologies LtdHedge fund	44K	$6.1M
Fieldview Capital Management, LLC	18K	$2.5M
Alphacore Capital LLC	13K	$1.8M
Jackson Creek Investment Advisors LLC	11K	$1.6M
Franklin Resources IncActive manager	9,559	$1.3M
Aster Capital Management (Difc) Ltd	7,556	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Freestone Grove Partners LPHedge fund	257K	$32.9M
Jane Street Group, LLC	24K	$3.1M
Voloridge Investment Management, LLCHedge fund	22K	$2.8M
Informed Momentum Co LLC	17K	$2.2M
Vest Financial, LLC	17K	$2.1M
Professional Financial Advisors, LLC	9,448	$1.2M
Trexquant Investment LPHedge fund	7,011	$897,829
Numerai Gp LLC	6,955	$890,657
Mackenzie Financial Corp	6,002	$768,616
Tidal Investments LLC	4,446	$569,355

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 303
Ten largest holders: 63.6%
Index fund managers: 21.6%
Active managers and hedge funds: 23.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	20	9	5	+99K	+1.9%
Index fund managers	7	4	0	0	+42K	+0.9%
Other institutions	123	92	41	30	+1.2M	+10.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on BOK Financial.

Only managers that filed a holdings report for both quarters are compared (333 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to BOK Financial Corp · Insiders · Politicians