BOKF, NA

Q4 2024 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
1,295
Total value ($000)
$5,919,511
Net value change ($000)
+284,009 (5.0%)
New positions
131
Sold out positions
197
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 240,843 502.3%
AMZN 18,714 21.1%
AVGO 16,084 30.4%
SPY 15,373 20.3%
BLK 15,045 NEW
NVDA 13,908 9.5%
AAON 10,151 13.9%
TSLA 9,950 58.3%
JPM 9,812 16.1%
GOOGL 8,935 16.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -30,608 -13.3%
BLK -14,647 -100.0%
LMT -9,348 -23.2%
UNH -7,681 -19.9%
ADBE -6,558 -37.7%
PEP -6,469 -19.6%
EFA -6,018 -7.7%
ANET -5,985 -100.0%
VEA -5,926 -11.0%
LLY -5,616 -10.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type