BOK Financial Corporation
US ˙ NasdaqGS ˙ US05561Q2012

SecurityBOKF / BOK Financial Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,708,525 shares
Latest Disclosed Value $ 346,842,777
Dimensional Fund Advisors Lp reports 1.30% increase in ownership of BOKF / BOK Financial Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,708,525 shares of BOK Financial Corporation (US:BOKF) valued at $346,853,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,673,692 shares of BOK Financial Corporation. This represents a change in shares of 1.30% during the quarter. The current value of the position is $339,621,950 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BOK FINL COM NEW 05561Q201 2,708,525 34,833 1.30 346,843 9.51 0.0155
2026-02-12 2025-12-31 13F BOK FINL COM NEW 05561Q201 2,673,692 44,330 1.69 316,731 8.09 0.0664
2025-11-12 2025-09-30 13F BOK FINL COM NEW 05561Q201 2,629,362 59,241 2.30 293,015 16.78 0.0629
2025-08-12 2025-06-30 13F BOK FINL COM NEW 05561Q201 2,570,121 106,970 4.34 250,920 -2.19 0.0581
2025-05-13 2025-03-31 13F BOK FINL COM NEW 05561Q201 2,463,151 90,948 3.83 256,531 1.59 0.0638
2025-02-13 2024-12-31 13F BOK FINL COM NEW 05561Q201 2,372,203 98,588 4.34 252,526 6.16 0.0606
2024-11-07 2024-09-30 13F BOK FINL COM NEW 05561Q201 2,273,615 97,584 4.48 237,864 19.29 0.0577
2024-08-09 2024-06-30 13F BOK FINL COM NEW 05561Q201 2,176,031 125,950 6.14 199,405 5.72 0.0521
2024-05-10 2024-03-31 13F BOK FINL COM NEW 05561Q201 2,050,081 144,079 7.56 188,607 15.53 0.0511
2024-02-07 2023-12-31 13F BOK FINL COM NEW 05561Q201 1,906,002 221,785 13.17 163,252 21.20 0.0477
2023-11-09 2023-09-30 13F BOK FINL COM NEW 05561Q201 1,684,217 140,300 9.09 134,701 8.00 0.0442
2023-08-09 2023-06-30 13F BOK FINL COM NEW 05561Q201 1,543,917 125,536 8.85 124,723 4.18 0.0397
2023-05-12 2023-03-31 13F BOK FINL COM NEW 05561Q201 1,418,381 -137,014 -8.81 119,725 74,262.73 0.0403
2023-02-09 2022-12-31 13F BOK FINL COM NEW 05561Q201 1,555,395 -79,614 -4.87 161 -99.89 0.0477
2022-11-10 2022-09-30 13F BOK FINL COM NEW 05561Q201 1,635,009 -67,805 -3.98 145,286 12.89 0.0558
2022-08-12 2022-06-30 13F BOK FINL COM NEW 05561Q201 1,702,814 100,141 6.25 128,697 -14.53 0.0462
2022-05-13 2022-03-31 13F BOK FINL COM 05561Q201 1,602,673 78,599 5.16 150,579 -6.34 0.0464
2022-02-09 2021-12-31 13F BOK FINL COM 05561Q201 1,524,074 -27,299 -1.76 160,771 15.72 0.0486
2021-11-12 2021-09-30 13F BOK FINL COM 05561Q201 1,551,373 112,726 7.84 138,933 11.51 0.0448
2021-08-12 2021-06-30 13F BOK FINL COM 05561Q201 1,438,647 61,300 4.45 124,588 1.27 0.0394
2021-05-14 2021-03-31 13F BOK FINL COM 05561Q201 1,377,347 946 0.07 123,030 30.52 0.0407
2021-03-08 2020-12-31 13F/A-2 BOK FINL COM 05561Q201 1,376,401 58,325 4.43 94,258 38.84 0.0340
2021-02-11 2020-12-31 13F BOK FINL COM 05561Q201 1,376,401 58,325 94,258 34,040.9795
2020-11-12 2020-09-30 13F BOK FINL COM 05561Q201 1,318,076 147,429 12.59 67,891 2.76 0.0288
2020-08-13 2020-06-30 13F BOK FINL COM 05561Q201 1,170,647 315,409 36.88 66,065 81.53 0.0290
2020-05-14 2020-03-31 13F BOK FINL COM 05561Q201 855,238 107,294 14.35 36,394 -44.33 0.0190
2020-02-14 2019-12-31 13F BOK FINL COM 05561Q201 747,944 -61,662 -7.62 65,369 2.01 0.0238
2019-11-12 2019-09-30 13F BOK FINL COM 05561Q201 809,606 54,229 7.18 64,084 12.40 0.0249
2019-08-13 2019-06-30 13F BOK FINL COM 05561Q201 755,377 4,686 0.62 57,015 -6.87 0.0221
2019-08-12 2019-03-31 13F/A-2 BOK FINL COM 05561Q201 750,691 -1,832 -0.24 61,219 10.94 0.0244
2019-05-10 2019-03-31 13F BOK FINL COM 05561Q201 750,691 -1,832 61,219
2019-02-26 2018-12-31 13F/A-1 BOK FINL COM 05561Q201 752,523 112,299 17.54 55,183 -11.41 0.0250
2019-02-13 2018-12-31 13F BOK FINL COM 05561Q201 752,523 112,299 55,183
2018-11-13 2018-09-30 13F BOK FINL COM 05561Q201 640,224 9,085 1.44 62,288 4.98 0.0237
2018-08-10 2018-06-30 13F BOK FINL COM 05561Q201 631,139 -105,515 -14.32 59,335 -18.63 0.0237
2018-05-11 2018-03-31 13F BOK FINL COM 05561Q201 736,654 -14,142 -1.88 72,921 5.19 0.0304
2018-02-12 2017-12-31 13F BOK FINL COM 05561Q201 750,796 -5,470 -0.72 69,320 2.90 0.0287
2017-11-13 2017-09-30 13F BOK FINL COM 05561Q201 756,266 -68,679 -8.33 67,367 -2.93 0.0294
2017-08-11 2017-06-30 13F BOK FINL COM 05561Q201 824,945 -127,037 -13.34 69,404 -6.86 0.0320
2017-05-12 2017-03-31 13F BOK FINL COM 05561Q201 951,982 -18,190 -1.87 74,512 -7.51 0.0356
2017-02-09 2016-12-31 13F BOK FINL COM 05561Q201 970,172 -11,797 -1.20 80,563 18.97 0.0402
2016-11-10 2016-09-30 13F BOK FINL COM 05561Q201 981,969 -29,637 -2.93 67,715 6.77 0.0366
2016-08-09 2016-06-30 13F BOK FINL COM 05561Q201 1,011,606 102,559 11.28 63,419 27.71 0.0365
2016-05-13 2016-03-31 13F BOK FINL COM 05561Q201 909,047 194,600 27.24 49,660 16.25 0.0297
2016-02-10 2015-12-31 13F BOK FINL COM 05561Q201 714,447 38,117 5.64 42,720 -2.38 0.0266
2015-11-13 2015-09-30 13F BOK FINL COM 05561Q201 676,330 150,944 28.73 43,763 19.71 0.0287
2015-08-14 2015-06-30 13F BOK FINL COM 05561Q201 525,386 45,838 9.56 36,559 24.53 0.0224
2015-05-14 2015-03-31 13F BOK FINL COM 05561Q201 479,548 121,225 33.83 29,358 36.45 0.0185
2015-02-06 2014-12-31 13F BOK FINL COM 05561Q201 358,323 50,194 16.29 21,516 5.03 0.0141
2014-11-13 2014-09-30 13F BOK FINL COM 05561Q201 308,129 8,484 2.83 20,485 2.66 0.0145
2014-08-08 2014-06-30 13F BOK FINL COM 05561Q201 299,645 6,303 2.15 19,955 -1.47 0.0139
2014-05-14 2014-03-31 13F BOK FINL COM 05561Q201 293,342 14,207 5.09 20,252 9.41 0.0151
2014-02-12 2013-12-31 13F BOK FINL COM 05561Q201 279,135 14,153 5.34 18,511 10.27 0.0144
2013-11-13 2013-09-30 13F BOK FINL COM 05561Q201 264,982 19,681 8.02 16,787 6.84 0.0145
2013-08-15 2013-06-30 13F BOK FINL COM 05561Q201 245,301 245,301 15,712 0.0148
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.