13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000009634
Total reported value
$7.3B
$7.3B
1080 檔
20.3%
At the close of Q3 2025, Bokf, NA disclosed equity holdings valued at approximately $7.3B, spread across 1080 reported holdings.
In Q3 2025, Bokf, NA displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, VOO, AAPL) accounted for 20.3% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1080 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.04% | +0.21% | -0.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.47% | +0.36% | -5.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.11% | +0.82% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.21% | -1.30% | +0.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.14% | -2.00% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.02% | +0.01% | -1.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.04% | -4.60% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.65% | +0.05% | -1.22% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.05% | +6.68% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | -0.28% | +0.32% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.07% | +0.80% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.05% | -0.23% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.05% | +0.59% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | — | +1.11% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.23% | +3.21% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.06% | +5.75% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.07% | -3.00% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +0.06% | +0.66% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.13% | +1.38% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | +0.08% | -9.41% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.97% | +0.09% | +9498.27% | |
| 22 | AAON | Aaon Inc | Stock-Industrials | 0.96% | +0.33% | -0.02% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.08% | +3.92% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.18% | -0.14% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.01% | -3.43% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.03% | +0.95% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.70% | +0.04% | -3.25% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | +0.53% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | -5.54% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.12% | -0.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.03% | -8.84% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.61% | — | -1.32% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | +7.49% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | -1.32% | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.56% | -0.06% | +1.35% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.13% | +5.43% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.10% | -0.24% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | +0.03% | +0.40% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | +2.62% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.48% | +0.02% | -1.12% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.06% | +0.81% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.24% | +16.16% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | -9.00% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.01% | +5.60% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | +6.89% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.03% | +0.21% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.05% | +0.05% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | +0.03% | +35.77% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.06% | -4.34% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.40% | -0.03% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +1% | +9498.27% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -4.60% | Trim |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | -1.66% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +0.80% | Trim |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +35.77% | Add |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | -1.12% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | -2.00% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +5.75% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | -5.99% | Add |
| 10 | SPG | Simon Property Group Inc | +0.2% | -0.58% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.38% | Trim |
| 12 | VUG | Vanguard Growth ETF | +0.2% | -3.00% | Add |
| 13 | IWB | Ishares Russell 1000 ETF | +0.2% | -0.69% | Add |
| 14 | ANET | Arista Networks Inc | +0.2% | +26.67% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +6.89% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | +14.11% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.21% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +2.87% | Add |
| 19 | LAZ | Lazard Inc | +0.1% | +3.84% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +1.11% | Add |
| 21 | EXE | Expand Energy CORP | +0.1% | +1.64% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | +12.36% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +20.23% | Add |
| 24 | MTG | Mgic Investment CORP | +0.1% | +28.12% | Add |
| 25 | V | Visa Inc-class A Shares | +0.1% | +7.49% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | +7.88% | Trim |
| 27 | BKR | Baker Hughes Co | +0.1% | +54.35% | Add |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | +15.64% | Add |
| 29 | EVR | Evercore Inc - A | +0.1% | -3.49% | Add |
| 30 | MPWR | Monolithic Power Systems Inc | +0.1% | +105.37% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | +6.68% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.66% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.53% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.59% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +3.92% | Trim |
| 36 | VTV | Vanguard Value ETF | +0.1% | +2.31% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.23% | Add |
| 38 | AAON | Aaon Inc | 0% | -0.02% | Unchanged |
| 39 | AAPL | Apple Inc | 0% | +0.82% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | +0.32% | Trim |
| 41 | PEG | Public Service Enterprise Gp | -0.1% | -21.79% | Trim |
| 42 | PRU | Prudential Financial Inc | -0.2% | -23.98% | Trim |
| 43 | PEP | Pepsico Inc | -0.2% | -2.20% | Trim |
| 44 | OKE | Oneok Inc | -0.3% | -1.09% | Trim |
| 45 | CTRA | Coterra Energy Inc | -0.3% | -9.72% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -8.53% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.4% | -9.41% | Trim |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -1.22% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.8% | +0.48% | Add |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 1080 disclosed positions in Q3 2025.
During Q3 2025, Bokf, NA's top holdings by market value included IWB (7.0%)、VOO (5.5%)、AAPL (3.3%). The largest single position, IWB, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $6.3M
In Q3 2025, Bokf, NA made 49 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.