Exploring BOK Financial Corporation (BOKF) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in BOK Financial Corporation (BOKF) and what's driving their decisions? As of December 31, 2024, a total of 534 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a collective 25,490,374 shares. With the share price seeing a 6.58% increase from $85.43 on April 18, 2024, to $91.05 as of April 17, 2025, understanding the investor landscape becomes even more crucial. Let's delve into the key players and their stakes in BOKF.

BOK Financial Corporation (BOKF) Who Invests in [Company Name] and Why?

Understanding the investor profile of BOK Financial Corporation (BOKF) provides valuable insights into the market's perception of the company and its future prospects. Examining the different types of investors, their motivations, and typical strategies can shed light on the factors driving investment decisions related to BOKF. You can also learn about BOKF's history, ownership, and mission: BOK Financial Corporation (BOKF): History, Ownership, Mission, How It Works & Makes Money

Key Investor Types

The investor base of BOK Financial Corporation includes a mix of retail investors, institutional investors, and hedge funds.

• Institutional Investors: These entities, such as mutual funds, pension funds, and insurance companies, hold a significant portion of BOKF's shares. As of April 2025, 534 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 25,490,374 shares. The largest shareholders include George Kaiser Family Foundation, Vanguard Group Inc, and Dimensional Fund Advisors Lp.
• Retail Investors: Individual investors who buy and sell shares for their own accounts also contribute to BOKF's shareholder base.
• Hedge Funds: Although comprising a smaller percentage, hedge funds also trade BOKF's stock, with some hedge funds decreasing their holdings by 331.3K shares in the last quarter.

Investment Motivations

Several factors attract investors to BOK Financial Corporation:

• Growth Prospects: Analysts predict a 5.2% year-over-year increase in EPS to $2.01 for Q1 2025, with revenue projected to grow by 13.9% to $518.5 million.
• Dividend Yield: BOKF has a consistent history of dividend payments. The dividend yield is around 2.5%. The annual dividend is $2.28 per share.
• Market Position: BOK Financial is a well-established regional bank with a strong presence in the Midwest and Southwest. As of September 30, 2024, it was considered a top 30 national/regional bank, operating across eight states with 113 full-service locations.

Investment Strategies

Investors in BOK Financial Corporation employ various strategies:

• Long-Term Holding: Many institutional investors, such as Vanguard Group and Dimensional Fund Advisors, adopt a long-term holding strategy, reflecting confidence in BOKF's stability and consistent performance.
• Value Investing: Given BOKF's solid financials and consistent dividend payments, value investors find it an attractive option. The payout ratio is 27.31%, suggesting the company retains enough earnings for growth opportunities.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies to capitalize on price fluctuations and market events.

Financial Overview

BOK Financial Corporation's financial performance in 2024 shows:

The average rating for BOKF stock from 12 analysts is 'Buy,' with a 12-month stock price forecast of $115.64, a 26.83% increase from the latest price.

Stock Information

As of April 3, 2025, BOK Financial Corporation's stock information is:

The 52-week range is $85.02 - $121.58.

Institutional Ownership

Institutional investors hold a significant portion of BOKF's shares. As of April 17, 2025:

• Institutional Shares (Long): 25,481,431 (39.65% ex 13D/G)

Top institutional shareholders include George Kaiser Family Foundation, Vanguard Group Inc, and Dimensional Fund Advisors Lp.

Additional Factors

Other elements influencing investor decisions include:

• Credit Ratings: BOK Financial Corporation's credit ratings influence investor confidence and borrowing costs.
• Analyst Coverage: Analyst ratings and price targets affect market sentiment and investment strategies. The consensus price target from analysts is $117.50.
• Corporate Governance: BOK Financial Corporation's ISS governance quality score as of April 1, 2025, is 6.

BOK Financial Corporation (BOKF) Institutional Ownership and Major Shareholders of BOK Financial Corporation (BOKF)

Institutional ownership in BOK Financial Corporation (BOKF) reflects significant interest from major financial institutions. These entities often hold substantial shares, influencing the company’s stock performance and strategic direction. Examining the top institutional investors provides insights into market sentiment and potential stability of the stock.

Here’s a look at some of the largest institutional investors in BOK Financial Corporation (BOKF) and their recent ownership trends:

• BlackRock Fund Advisors: As of March 31, 2024, BlackRock Fund Advisors held 1,689,467 shares of BOKF, representing 2.50% of the company's outstanding shares.
• State Street Global Advisors: According to the data from March 31, 2024, State Street Global Advisors' holdings in BOKF amounted to 1,118,466 shares, which accounts for approximately 1.66% of the company's shares.
• Dimensional Fund Advisors LP: As of March 31, 2024, Dimensional Fund Advisors LP possessed 847,919 shares, translating to about 1.25% ownership in BOKF.

Reviewing changes in institutional ownership helps to understand the evolving confidence and strategies of major investors regarding BOK Financial Corporation (BOKF).

Based on recent filings, here’s an overview of notable changes in institutional ownership:

• Increase in holdings:
  • Citadel Advisors LLC: Increased its stake by 33.8% in the fourth quarter of 2023, now holding 119,763 shares valued at $10,695,000.
  • Geode Capital Management LLC: Boosted its holdings by 4.7% during the same period, owning 432,729 shares worth $38,649,000.
• Decrease in holdings:
  • Allspring Global Investments Holdings LLC: Reduced its position by 5.4% in the fourth quarter of 2023, with 118,554 shares valued at $10,588,000.
  • Victory Capital Management Inc.: Decreased its stake by 1.3% during the same period, holding 219,726 shares worth $19,629,000.

These changes reflect active portfolio management and varying outlooks on BOK Financial Corporation (BOKF) prospects.

Institutional investors play a crucial role in shaping the stock price and influencing the strategic decisions of BOK Financial Corporation (BOKF). Their substantial holdings can provide stability, but their trading activity can also introduce volatility.

Here’s how institutional investors impact BOK Financial Corporation (BOKF):

• Price stability: Large institutional holdings can reduce stock volatility due to their long-term investment horizons.
• Market confidence: Increased institutional ownership often signals positive sentiment about the company's future performance.
• Strategic influence: Major shareholders can influence corporate governance and strategic decisions through voting rights and direct engagement with management.

The following table summarizes key institutional ownership data for BOK Financial Corporation (BOKF):

Understanding the dynamics of institutional ownership provides valuable context for investors analyzing BOK Financial Corporation (BOKF). The actions and sentiments of these major players can offer insights into the company's potential and market perception. Here is a link for additional information: Breaking Down BOK Financial Corporation (BOKF) Financial Health: Key Insights for Investors

BOK Financial Corporation (BOKF) Key Investors and Their Impact on BOK Financial Corporation (BOKF)

Understanding the investor profile of BOK Financial Corporation (BOKF) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and activities.

While specific, real-time details on every investor move are dynamic and often proprietary, we can discuss the types of investors typically found in BOK Financial Corporation (BOKF) and how their actions can impact the company.

Institutional investors, mutual funds, and hedge funds are significant players. These entities manage large sums of money and often take substantial positions in publicly traded companies like BOK Financial Corporation (BOKF). Their investment decisions are driven by in-depth research and analysis, and their actions can significantly influence stock prices. For instance, a large purchase by a well-known fund can signal confidence in the company, attracting other investors and driving up the stock price. Conversely, a large sell-off can create downward pressure.

Here are examples of the types of investors that may hold positions in BOK Financial Corporation (BOKF):

• Vanguard Group: Known for its large index funds and ETFs, Vanguard typically holds shares in many publicly traded companies.
• BlackRock Fund Advisors: As one of the world's largest asset managers, BlackRock often has significant holdings in major companies.
• State Street Corp: Another major institutional investor, State Street, manages a vast portfolio of assets.
• Geode Capital Management: This firm manages investments for a diverse range of clients, including institutional and individual investors.

These major institutional investors often file 13F reports with the SEC, which disclose their holdings. Reviewing these filings can provide insights into who the major investors are and any recent changes in their positions.

Activist investors sometimes target companies like BOK Financial Corporation (BOKF). These investors purchase a significant stake in a company and then actively push for changes they believe will increase shareholder value. This can include advocating for:

• Changes in management
• Restructuring
• Cost-cutting measures
• Altering strategic direction

While not always the case, their involvement can lead to significant shifts in company policy and stock performance.

Recent moves by major investors, such as increasing or decreasing their positions, are closely watched by other investors. Significant purchases can indicate confidence in the company's future prospects, while large sales may signal concerns. Any activist investor activity is also closely monitored, as it can foreshadow potential changes at the company.

While specific data on major investors and their recent moves in BOK Financial Corporation (BOKF) fluctuates, information is typically available through financial news outlets, SEC filings, and investor relations sections of BOK Financial Corporation (BOKF)'s website.

Understanding who invests in BOK Financial Corporation (BOKF) and why can offer valuable insights into the company's current state and future potential. Monitoring the moves of key investors and understanding their motivations can provide a more complete picture of the company's prospects.

BOK Financial Corporation (BOKF) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to BOK Financial Corporation (BOKF) is crucial for current and prospective shareholders. Recent shifts in ownership and significant investor activity can provide valuable insights into the company's future prospects.

Investor sentiment towards BOK Financial Corporation (BOKF) appears mixed, influenced by factors such as overall economic conditions, interest rate trends, and the company's financial performance. Monitoring major shareholders' actions and statements can offer clues about their long-term confidence in BOKF.

Recent market reactions to BOK Financial Corporation (BOKF) stock have been influenced by various factors. For example, changes in ownership structure or large transactions by institutional investors often trigger price movements. Keeping an eye on these market reactions helps to gauge the immediate impact of investor decisions.

Here are some factors influencing investor sentiment:

• Financial Performance: BOKF's earnings reports, revenue growth, and profitability metrics significantly shape investor perceptions.
• Economic Outlook: Broader economic trends, including interest rate changes and regional economic health, impact investor confidence in financial institutions like BOKF.
• Regulatory Environment: Changes in banking regulations and compliance requirements can affect how investors view BOKF's stability and growth potential.
• Dividend Policy: BOKF's dividend payouts and policies can influence investor decisions, particularly for those seeking steady income.

Analyst perspectives play a key role in shaping investor sentiment. Analysts offer insights based on in-depth research and financial modeling. Their ratings, price targets, and commentary can influence how the market perceives BOK Financial Corporation (BOKF)'s value and future performance.

For example, positive analyst ratings often lead to increased investor interest and stock price appreciation. Conversely, downgrades or negative commentary may cause concern among investors, leading to selling pressure.

To provide a clearer picture, consider the following hypothetical scenario involving analyst perspectives:

In this example, the varied ratings and commentary reflect different perspectives on BOK Financial Corporation (BOKF)'s prospects, influencing how investors interpret the company's potential.

Further insights into BOK Financial Corporation (BOKF)'s financial health can be found here: Breaking Down BOK Financial Corporation (BOKF) Financial Health: Key Insights for Investors