BOKF
BOK FINANCIAL CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $93 | $128 | +37% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2025 | Q2 2026 | → $126 | +18% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | → $127 | +36% |
| Maverick Capital | Q3 2023 | Q4 2023 | → $68 | -14% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at BOK FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 11, 2026 — the most recent Form 4 on file — not from today.
- Form 40001434895-26-000003May 11, 2026
- Form 40001185611-26-000002May 8, 2026
- Form 40001950322-26-000004Apr 24, 2026
- Form 40001880990-26-000003Mar 11, 2026
- Form 40001759038-26-000002Feb 19, 2026
- Form 40001434895-26-000002Feb 19, 2026
- Form 40001880990-26-000002Feb 19, 2026
- Form 40002062144-26-000002Feb 19, 2026
- Form 40001950471-26-000003Feb 19, 2026
- Form 40001950322-26-000002Feb 19, 2026
- Form 40001760987-26-000002Feb 19, 2026
- Form 40001965021-26-000002Feb 19, 2026
- Form 40001286737-26-000001Feb 19, 2026
- Form 40001640868-26-000002Feb 19, 2026
- Form 40001398210-26-000002Feb 19, 2026
Fundamentals
XBRL · BOK FINANCIAL CORPAnnual figures sourced directly from BOK FINANCIAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BOK FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 11, 2026
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventApr 20, 2026
- 8-KMaterial eventApr 6, 2026
- DEF 14AProxy statementMar 19, 2026
- 8-KMaterial eventFeb 19, 2026
- 10-KAnnual reportFeb 18, 2026
- 8-KMaterial eventFeb 9, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventJan 16, 2026
- 8-KMaterial eventNov 17, 2025
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportOct 29, 2025
- 8-KMaterial eventOct 20, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q2 2026 | open | $126 | $128 | +1% |
| Point72 Asset Management | Q4 2025 | open | $107 | $128 | +20% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $107 | $126 | +18% |
| Citadel Advisors | Q3 2024 | open | $93 | $128 | +37% |
| Two Sigma Investments | Q3 2024 | open | $93 | $128 | +37% |
| D.E. Shaw | Q3 2024 | open | $93 | $128 | +37% |
| AQR Capital Management | Q3 2024 | open | $93 | $128 | +37% |
| Millennium Management | Q3 2024 | Q1 2026 | $93 | $132 | +42% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $93 | $108 | +16% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | $93 | $127 | +36% |
| Maverick Capital | Q3 2023 | Q4 2023 | $80 | $68 | -14% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $73 | $71 | -3% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $69 | $36 | -48% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.