BOK Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:BJR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Nov 24	Sell€329,307	Steven Bangert	Individual	3,000	€109.79
23 Aug 24	Sell€282,024	Steven Bangert	Individual	3,000	€94.04
03 May 24	Sell€425,483	Steven Bangert	Individual	5,000	€85.12
05 Feb 24	Sell€322,977	Steven Bangert	Individual	4,250	€76.06

Insider Trading Volume

Insider Buying: BJR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BJR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,912	0.0155%
General Public	3,570,047	5.57%
Institutions	21,887,742	34.1%
Individual Insiders	38,650,716	60.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 89.09% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
59.2%	George Kaiser	37,986,874	€4.0b	0.01%	no data
5.24%	George Kaiser Family Foundation, Endowment Arm	3,361,707	€354.3m	0%	53.08%
3.8%	The Vanguard Group, Inc.	2,434,124	€256.6m	-5.09%	no data
3.55%	Dimensional Fund Advisors LP	2,273,615	€239.6m	4.48%	0.04%
2.9%	Ariel Investments, LLC	1,859,790	€196.0m	-2.89%	2.04%
2.49%	FMR LLC	1,599,580	€168.6m	-0.14%	0.01%
1.84%	CIBC World Markets Corp., Brokerage and Security Investments	1,179,958	€124.4m	0%	0.92%
1.75%	BlackRock, Inc.	1,124,954	€118.6m	-8.74%	no data
1.66%	Canadian Imperial Bank of Commerce, Asset Management Arm	1,067,000	€112.5m	88.2%	0.25%
1.28%	State Street Global Advisors, Inc.	822,398	€86.7m	-4.16%	no data
0.64%	Citadel Advisors LLC	407,207	€42.9m	21.9%	0.05%
0.63%	Geode Capital Management, LLC	405,542	€42.7m	-10.3%	no data
0.52%	Diamond Hill Capital Management, Inc.	335,086	€35.3m	-43.9%	0.15%
0.37%	Charles Schwab Investment Management, Inc.	239,193	€25.2m	-11.3%	no data
0.36%	AQR Capital Management, LLC	228,137	€24.0m	28.8%	0.03%
0.35%	Jacobs Levy Equity Management Inc	223,745	€23.6m	28%	0.09%
0.34%	Allspring Global Investments, LLC	218,098	€23.0m	-0.19%	0.03%
0.33%	BNY Asset Management	212,545	€22.4m	-3.67%	no data
0.3%	Millennium Management LLC	195,359	€20.6m	1,430%	0.02%
0.3%	William Blair Investment Management, LLC	195,170	€20.6m	0%	0.03%
0.29%	Norges Bank Investment Management	185,115	€19.5m	0%	no data
0.26%	Point72 Asset Management, L.P.	165,404	€17.4m	83.9%	0.05%
0.22%	Northern Trust Global Investments	138,112	€14.6m	-14%	no data
0.21%	BNPP Asset Management Holding	136,091	€14.3m	7.81%	0.02%
0.2%	Bank Of Oklahoma, N.A., Asset Management Arm	129,964	€13.7m	-80.7%	0.41%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 04:48
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BOK Financial Corporation is covered by 23 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Peter Winter	BMO Capital Markets Equity Research
Phoebe Wang	BMO Capital Markets Equity Research
Peter Winter	BMO Capital Markets U.S. (Historical)