韓國銀行金融公司
US ˙ NasdaqGS ˙ US05561Q2012

SecurityBOKF / BOK Financial Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership243,327 shares
Latest Disclosed Value $ 31,160,636
Morgan Stanley reports 3.50% increase in ownership of BOKF / BOK Financial Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 243,327 shares of BOK Financial Corporation (US:BOKF) valued at $31,160,456 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 235,096 shares of BOK Financial Corporation. This represents a change in shares of 3.50% during the quarter. The current value of the position is $31,304,019 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)
2026-05-15 2026-03-31 13F BOK FINL COM NEW 05561Q201 243,327 8,231 3.50 31,161 11.89 0.0019
2026-05-27 2025-12-31 13F/A-1 BOK FINL COM NEW 05561Q201 235,096 51,342 27.94 27,850 36.00 0.0017
2026-02-13 2025-12-31 13F BOK FINL COM NEW 05561Q201 235,096 51,342 27,850 0.0017
2026-05-27 2025-09-30 13F/A-1 BOK FINL COM NEW 05561Q201 183,754 -16,153 -8.08 20,478 4.92 0.0012
2025-11-14 2025-09-30 13F BOK FINL COM NEW 05561Q201 183,754 -16,153 20,478 0.0012
2025-08-15 2025-06-30 13F BOK FINL COM NEW 05561Q201 199,907 44,247 28.43 19,517 20.39 0.0013
2025-05-15 2025-03-31 13F BOK FINL COM NEW 05561Q201 155,660 -1,700 -1.08 16,212 -3.22 0.0012
2025-05-15 2024-12-31 13F/A-1 BOK FINL COM NEW 05561Q201 157,360 25,350 19.20 16,751 21.29 0.0012
2025-02-14 2024-12-31 13F BOK FINL COM NEW 05561Q201 157,360 25,350 16,751 0.0012
2025-05-14 2024-09-30 13F/A-2 BOK FINL COM NEW 05561Q201 132,010 -20,762 -13.59 13,811 -1.35 0.0010
2025-02-14 2024-09-30 13F/A-1 BOK FINL COM NEW 05561Q201 132,010 -20,762 13,811 0.0010
2024-11-14 2024-09-30 13F BOK FINL COM NEW 05561Q201 132,010 -20,762 13,811 0.0001
2025-05-14 2024-06-30 13F/A-2 BOK FINL COM NEW 05561Q201 152,772 -8,008 -4.98 14,000 -5.35 0.0011
2024-10-17 2024-06-30 13F/A-1 BOK FINL COM NEW 05561Q201 152,772 -8,008 14,000 0.0011
2024-08-14 2024-06-30 13F BOK FINL COM NEW 05561Q201 152,772 -8,008 14,000 0.0011
2024-10-17 2024-03-31 13F/A-2 BOK FINL COM NEW 05561Q201 160,780 -19,246 -10.69 14,792 -4.07 0.0012
2024-08-16 2024-03-31 13F/A-1 BOK FINL COM NEW 05561Q201 160,780 -19,246 14,792 0.0001
2024-05-15 2024-03-31 13F BOK FINL COM NEW 05561Q201 160,780 -19,246 14,792 0.0012
2024-08-16 2023-12-31 13F/A-1 BOK FINL COM NEW 05561Q201 180,026 21,026 13.22 15,419 21.26 0.0014
2024-02-13 2023-12-31 13F BOK FINL COM NEW 05561Q201 180,026 21,026 15,419 0.0014
2023-11-15 2023-09-30 13F BOK FINL COM NEW 05561Q201 159,000 -31,943 -16.73 12,717 -17.56 0.0013
2023-08-14 2023-06-30 13F BOK FINL COM NEW 05561Q201 190,943 14,164 8.01 15,424 3.36 0.0015
2023-05-15 2023-03-31 13F BOK FINL COM NEW 05561Q201 176,779 25,838 17.12 14,922 -4.75 0.0016
2023-02-14 2022-12-31 13F BOK FINL COM NEW 05561Q201 150,941 22,829 17.82 15,666 37.63 0.0018
2022-11-14 2022-09-30 13F BOK FINL COM NEW 05561Q201 128,112 -45,922 -26.39 11,383 -13.46 0.0016
2022-10-27 2022-06-30 13F/A-1 BOK FINL COM NEW 05561Q201 174,034 122,584 238.26 13,154 172.17 0.0017
2022-08-15 2022-06-30 13F BOK FINL COM NEW 05561Q201 174,034 122,584 13,154 0.0017
2022-10-27 2022-03-31 13F/A-1 BOK FINL COM NEW 05561Q201 51,450 -30,953 -37.56 4,833 -44.39 0.0007
2022-05-13 2022-03-31 13F BOK FINL COM NEW 05561Q201 51,450 -30,953 4,833 0.0007
2022-02-14 2021-12-31 13F BOK FINL COM NEW 05561Q201 82,403 2,613 3.27 8,691 21.65 0.0011
2021-11-15 2021-09-30 13F BOK FINL COM NEW 05561Q201 79,790 14,487 22.18 7,144 26.33 0.0010
2021-08-23 2021-06-30 13F/A-1 BOK FINL COM NEW 05561Q201 65,303 20,654 46.26 5,655 41.80 0.0007
2021-08-16 2021-06-30 13F BOK FINL COM NEW 05561Q201 65,303 20,654 5,655 0.0002
2021-05-17 2021-03-31 13F BOK FINL COM NEW 05561Q201 44,649 -33,408 -42.80 3,988 -25.40 0.0006
2021-02-16 2020-12-31 13F BOK FINL COM NEW 05561Q201 78,057 -12,732 -14.02 5,346 14.30 0.0008
2020-11-13 2020-09-30 13F BOK FINL COM NEW 05561Q201 90,789 60,149 196.31 4,677 170.35 0.0009
2020-08-14 2020-06-30 13F BOK FINL COM NEW 05561Q201 30,640 -8,947 -22.60 1,730 2.73 0.0004
2020-05-26 2020-03-31 13F/A-1 BOK FINL COM NEW 05561Q201 39,587 21,034 113.37 1,684 3.89 0.0005
2020-05-15 2020-03-31 13F BOK FINL COM NEW 05561Q201 39,587 21,034 1,684 129.3663
2020-02-14 2019-12-31 13F BOK FINL COM NEW 05561Q201 18,553 -972 -4.98 1,621 4.92 0.0004
2019-11-14 2019-09-30 13F BOK FINL COM NEW 05561Q201 19,525 -626 -3.11 1,545 1.58 0.0004
2019-08-14 2019-06-30 13F BOK FINL COM NEW 05561Q201 20,151 -1,019 -4.81 1,521 -11.88 0.0004
2019-05-15 2019-03-31 13F BOK FINL COM NEW 05561Q201 21,170 166 0.79 1,726 12.01 0.0005
2019-02-14 2018-12-31 13F BOK FINL COM NEW 05561Q201 21,004 705 3.47 1,541 -21.97 0.0005
2019-04-23 2018-09-30 13F/A-2 BOK FINL COM NEW 05561Q201 20,299 -24,708 -54.90 1,975 -53.30 0.0005
2018-11-20 2018-09-30 13F/A-1 BOK FINL COM NEW 05561Q201 20,299 0 1,975 0.0005
2018-11-14 2018-09-30 13F BOK FINL COM NEW 05561Q201 20,299 -24,708 1,975
2019-04-23 2018-06-30 13F/A-1 BOK FINL COM NEW 05561Q201 45,007 13,984 45.08 4,229 37.75 0.0011
2018-08-14 2018-06-30 13F BOK FINL COM NEW 05561Q201 45,007 13,984 4,229
2019-04-23 2018-03-31 13F/A-1 BOK FINL COM NEW 05561Q201 31,023 9,614 44.91 3,070 55.29 0.0009
2018-05-14 2018-03-31 13F BOK FINL COM NEW 05561Q201 31,023 9,614 3,070
2019-04-23 2017-12-31 13F/A-1 BOK FINL COM NEW 05561Q201 21,409 3,267 18.01 1,977 22.34 0.0005
2018-02-14 2017-12-31 13F BOK FINL COM NEW 05561Q201 21,409 3,267 1,977
2017-11-14 2017-09-30 13F BOK FINL COM NEW 05561Q201 18,142 -332 -1.80 1,616 3.99 0.0005
2017-08-11 2017-06-30 13F BOK FINL COM NEW 05561Q201 18,474 5,606 43.57 1,554 54.17 0.0005
2017-05-22 2017-03-31 13F/A-1 BOK FINL COM NEW 05561Q201 12,868 -28,616 -68.98 1,008 -70.74 0.0003
2017-05-12 2017-03-31 13F BOK FINL COM NEW 05561Q201 12,868 1,008
2017-02-22 2016-12-31 13F/A-1 BOK FINL COM NEW 05561Q201 41,484 5,561 15.48 3,445 39.08 0.0011
2017-02-13 2016-12-31 13F BOK FINL COM NEW 05561Q201 41,484 3,445
2016-11-10 2016-09-30 13F BOK FINL COM NEW 05561Q201 35,923 -5,352 -12.97 2,477 -4.29 0.0008
2016-08-12 2016-06-30 13F BOK FINL COM NEW 05561Q201 41,275 27,320 195.77 2,588 240.08 0.0009
2016-05-12 2016-03-31 13F BOK FINL COM NEW 05561Q201 13,955 -58,433 -80.72 761 -82.42 0.0003
2016-02-09 2015-12-31 13F BOK FINL COM NEW 05561Q201 72,388 58,080 405.93 4,328 367.39 0.0016
2016-02-08 2015-09-30 13F/A-1 BOK FINL COM NEW 05561Q201 14,308 303 2.16 926 -5.03 0.0003
2015-11-09 2015-09-30 13F BOK FINL COM NEW 05561Q201 14,308 926
2015-08-12 2015-06-30 13F BOK FINL COM NEW 05561Q201 14,005 -3,433 -19.69 975 -8.71 0.0003
2015-05-14 2015-03-31 13F BOK FINL COM NEW 05561Q201 17,438 -34 -0.19 1,068 1.71 0.0004
2015-02-13 2014-12-31 13F BOK FINL COM NEW 05561Q201 17,472 511 3.01 1,050 -6.91 0.0004
2014-12-16 2014-09-30 13F/A-1 BOK FINL COM NEW 05561Q201 16,961 -1,580 -8.52 1,128 -8.66 0.0004
2014-11-14 2014-09-30 13F BOK FINL COM NEW 05561Q201 16,961 1,128
2014-08-12 2014-06-30 13F BOK FINL COM NEW 05561Q201 18,541 516 2.86 1,235 -0.72 0.0021
2014-05-13 2014-03-31 13F BOK FINL COM NEW 05561Q201 18,025 12,049 201.62 1,244 213.35 0.0005
2014-02-13 2013-12-31 13F BOK FINL COM NEW 05561Q201 5,976 693 13.12 397 18.86 0.0002
2013-11-13 2013-09-30 13F BOK FINANCIAL CORP COM ST COM 05561Q201 5,283 -68,521 -92.84 334 -92.93 0.0002
2013-08-08 2013-06-30 13F BOK FINANCIAL CORP COM ST COM 05561Q201 73,804 73,804 4,727 0.0024
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.