BOK Financial Ownership

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

Recent Insider Transactions

NasdaqGS:BOKF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Nov 24	SellUS$353,410	Steven Bangert	Individual	3,000	US$117.83
23 Aug 24	SellUS$315,675	Steven Bangert	Individual	3,000	US$105.26
03 May 24	SellUS$458,346	Steven Bangert	Individual	5,000	US$91.69
05 Feb 24	SellUS$346,430	Steven Bangert	Individual	4,250	US$81.59

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of BOKF?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,912	0.0155%
General Public	3,607,742	5.63%
Institutions	21,853,559	34.1%
Individual Insiders	38,647,204	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	US$4.3b	0.01%	no data
5.24%	George Kaiser Family Foundation, Endowment Arm	3,361,707	US$379.8m	0%	51.96%
3.8%	The Vanguard Group, Inc.	2,434,124	US$275.0m	-5.09%	no data
3.55%	Dimensional Fund Advisors LP	2,273,615	US$256.9m	4.48%	0.04%
2.9%	Ariel Investments, LLC	1,859,790	US$210.1m	-2.89%	2.05%
2.49%	FMR LLC	1,599,580	US$180.7m	-0.14%	0.01%
1.84%	CIBC World Markets Corp., Brokerage and Security Investments	1,179,958	US$133.3m	0%	0.94%
1.75%	BlackRock, Inc.	1,124,954	US$127.1m	-8.74%	no data
1.66%	Canadian Imperial Bank of Commerce, Asset Management Arm	1,067,000	US$120.6m	88.2%	0.25%
1.28%	State Street Global Advisors, Inc.	822,398	US$92.9m	-4.16%	no data
0.64%	Citadel Advisors LLC	407,207	US$46.0m	21.9%	0.05%
0.63%	Geode Capital Management, LLC	405,542	US$45.8m	-10.3%	no data
0.52%	Diamond Hill Capital Management, Inc.	335,086	US$37.9m	-43.9%	0.15%
0.37%	Charles Schwab Investment Management, Inc.	239,193	US$27.0m	0%	no data
0.36%	AQR Capital Management, LLC	228,137	US$25.8m	28.8%	0.03%
0.35%	Jacobs Levy Equity Management Inc	223,745	US$25.3m	28%	0.09%
0.34%	Allspring Global Investments, LLC	218,098	US$24.6m	-0.19%	0.03%
0.33%	BNY Asset Management	212,545	US$24.0m	-3.67%	no data
0.3%	Millennium Management LLC	195,359	US$22.1m	1,430%	0.02%
0.3%	William Blair Investment Management, LLC	195,170	US$22.1m	0%	0.03%
0.29%	Norges Bank Investment Management	185,115	US$20.9m	0%	no data
0.26%	Point72 Asset Management, L.P.	165,404	US$18.7m	83.9%	0.05%
0.22%	Northern Trust Global Investments	138,112	US$15.6m	-14%	no data
0.21%	BNPP Asset Management Holding	136,091	US$15.4m	7.81%	0.02%
0.2%	Bank Of Oklahoma, N.A., Asset Management Arm	129,964	US$14.7m	-80.7%	0.42%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/21 09:23
End of Day Share Price	2025/01/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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 22 analysts. 7 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)