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BOK FINANCIAL CORP NEW
BOK FINANCIAL CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 144 Institutional holders with a total value of $1,489,114,644.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GEORGE KAISER FAMILY FOUNDATION 4,775,536 329,750,000 22.14%
2 COLUMBIA WANGER ASSET MANAGEMENT LLC 2,610,500 180,255,000 12.10%
3 Capital World Investors 1,930,000 133,267,000 8.95%
4 Neuberger Berman Group LLC 1,903,936 131,466,000 8.83%
5 VANGUARD GROUP INC 1,243,452 85,860,000 5.77%
6 AMERICAN CENTURY COMPANIES INC 858,183 59,258,000 3.98%
7 STATE STREET CORP 825,916 57,030,000 3.83%
8 WELLINGTON MANAGEMENT GROUP LLP 606,133 41,854,000 2.81%
9 BlackRock Institutional Trust Company, N.A. 603,746 41,689,000 2.80%
10 ROYCE & ASSOCIATES LP 556,082 38,397,000 2.58%
11 Perkins Investment Management, LLC 442,198 30,534,000 2.05%
12 REINHART PARTNERS, LLC. 333,287 23,013,000 1.55%
13 JENNISON ASSOCIATES LLC 319,873 22,087,000 1.48%
14 DIMENSIONAL FUND ADVISORS LP 293,342 20,252,000 1.36%
15 BlackRock Fund Advisors 225,110 15,544,000 1.04%
16 NORGES BANK 205,804 14,210,000 0.95%
17 KING LUTHER CAPITAL MANAGEMENT CORP 203,572 14,057,000 0.94%
18 GEODE CAPITAL MANAGEMENT, LLC 170,386 11,765,000 0.79%
19 AVENIR CORP 161,222 11,132,000 0.75%
20 Bank of New York Mellon Corp 160,043 11,050,000 0.74%
21 FIRST TRUST ADVISORS LP 150,259 10,375,000 0.70%
22 BOKF, NA 140,858 9,726,000 0.65%
23 GOLDMAN SACHS GROUP INC 140,520 9,703,000 0.65%
24 BAHL & GAYNOR INC 140,114 9,675,000 0.65%
25 Allianz Asset Management GmbH 135,100 9,329,000 0.63%
26 Boston Trust Walden Corp 133,542 9,221,000 0.62%
27 RUSSELL FRANK CO/ 131,508 8,676,000 0.58%
28 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 113,643 7,847,000 0.53%
29 NORTHERN TRUST CORP 98,291 6,787,000 0.46%
30 Brandywine Global Investment Management, LLC 83,126 5,740,000 0.39%
31 WELLS FARGO & COMPANY/MN 79,749 5,506,000 0.37%
32 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 72,966 4,937,000 0.33%
33 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 67,260 4,644,000 0.31%
34 ACADIAN ASSET MANAGEMENT LLC 61,203 4,226,000 0.28%
35 Horizon Kinetics LLC 60,641 4,187,000 0.28%
36 MALTESE CAPITAL MANAGEMENT LLC 60,000 4,143,000 0.28%
37 PARAMETRIC PORTFOLIO ASSOCIATES LLC 52,460 3,622,000 0.24%
38 JACOBS LEVY EQUITY MANAGEMENT, INC 48,932 3,379,000 0.23%
39 CITADEL ADVISORS LLC 48,890 3,376,000 0.23%
40 UNITED CAPITAL FINANCIAL ADVISORS, LLC 48,413 3,343,000 0.22%
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 48,159 3,325,000 0.22%
42 RHUMBLINE ADVISERS 47,390 3,272,000 0.22%
43 Nationwide Fund Advisors 46,063 3,181,000 0.21%
44 TIAA CREF INVESTMENT MANAGEMENT LLC 45,003 3,107,000 0.21%
45 MARTINGALE ASSET MANAGEMENT L P 44,779 3,092,000 0.21%
46 STEVENS CAPITAL MANAGEMENT LP 42,956 2,966,000 0.20%
47 LSV ASSET MANAGEMENT 41,400 2,858,000 0.19%
48 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 41,223 2,847,000 0.19%
49 Apex Capital Management 39,948 2,758,000 0.19%
50 BANK OF MONTREAL /CAN/ 37,893 2,617,000 0.18%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.