Follow-The-Filings

Security

Bok Finl Corp. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 2 exits max 2.4% (John Rogers - Ariel Inves...)

owners 13
max % 2.4%
tracked value $639M
qoq N 2 A 6 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 2.4% Reduce +0.20 pp 1,649,883 $211M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.05 pp 277,357 $33M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 386,303 $49M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 74,828 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 46,639 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,297,678 $272M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 276,507 $33M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 153,202 $20M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 17,896 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 13,478 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 5,600 $717 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 4,320 $553 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 334 $43 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 13,011 $2M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 19,577 $2M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit
Gross margin
Net income $530.75M $523.57M $577.99M
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $49.82B $49.69B $52.24B
Total current liabilities
Total non-current liabilities
Total equity $5.14B $5.55B $5.92B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $66.18M $1.43B $739.62M
Cash from investing -$1.79B -$477.23M -$1.52B
Cash from financing $1.67B -$866.79M $1.01B
Net change in cash -$53.45M $86.44M $223.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders