13F Filings History of CAPITAL ADVISORS INC/OK

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$6,208,733,351
Signature - Title
Jamie Wilson - COO/CCO
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by CAPITAL ADVISORS INC/OK. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAPITAL ADVISORS INC/OK reported 347 stock holdings with total value $6,208,733,351 as of Q4 2025. Top holdings included PEP, MSFT, NVDA, AAPL, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 347 $6,208,733,351 +$385,516,537 -$196,811,788 +$188,704,749 PEP, MSFT, NVDA, AAPL, JPM 13F-HR 15 Jan 2026, 17:27
Q3 2025 350 $5,979,018,363 +$402,501,728 -$300,450,615 +$102,051,113 PEP, MSFT, NVDA, AAPL, JPM 13F-HR 21 Oct 2025, 15:51
Q2 2025 330 $5,570,908,630 +$364,820,553 -$166,588,053 +$198,232,500 PEP, MSFT, NVDA, AMZN, JPM 13F-HR 22 Jul 2025, 11:44
Q1 2025 310 $5,023,669,445 +$355,018,602 -$255,192,356 +$99,826,246 PEP, MSFT, AAPL, AMZN, WMB 13F-HR 29 Apr 2025, 17:04
Q4 2024 308 $5,017,742,254 +$288,555,327 -$168,397,693 +$120,157,634 PEP, MSFT, AAPL, NVDA, AMZN 13F-HR 29 Jan 2025, 15:09
Q3 2024 295 $4,992,135,235 +$324,387,050 -$390,402,851 -$66,015,801 PEP, MSFT, AAPL, NVDA, AMZN 13F-HR 28 Oct 2024, 12:20
Q2 2024 310 $4,840,118,245 +$456,365,390 -$232,283,691 +$224,081,699 PEP, MSFT, AAPL, NVDA, AMZN 13F-HR 31 Jul 2024, 10:20
Q1 2024 306 $4,660,886,997 +$330,037,767 -$473,975,400 -$143,937,633 PEP, MSFT, AMZN, AAPL, JPM 13F-HR 29 Apr 2024, 09:53
Q4 2023 287 $4,467,374,094 +$621,136,249 -$257,915,600 +$363,220,649 PEP, MSFT, SPY, AAPL, JPM 13F-HR 29 Jan 2024, 13:59
Q3 2023 261 $3,817,809,986 +$321,974,700 -$280,763,691 +$41,211,009 PEP, MSFT, AAPL, CVX, GOOG 13F-HR 24 Oct 2023, 13:59
Q2 2023 271 $3,934,504,748 +$236,624,307 -$172,173,332 +$64,450,975 PEP, MSFT, AAPL, AAON, JPM 13F-HR 18 Jul 2023, 14:27
Q1 2023 254 $3,722,552,429 +$339,020,580 -$251,916,469 +$87,104,111 PEP, MSFT, AAPL, AAON, VGSH 13F-HR 19 Apr 2023, 12:39
Q4 2022 251 $3,524,004,709 +$227,359,986 -$187,280,255 +$40,079,731 PEP, MSFT, CVX, AAON, AAPL 13F-HR 17 Jan 2023, 14:31
Q3 2022 239 $3,223,875,000 +$236,340,407 -$150,617,556 +$85,722,851 PEP, MSFT, VGSH, AAPL, CVX 13F-HR 17 Oct 2022, 11:18
Q2 2022 243 $3,335,024,000 +$348,154,975 -$212,807,894 +$135,347,081 PEP, VGSH, MSFT, IBDR, AAPL 13F-HR 15 Jul 2022, 12:40
Q1 2022 252 $3,647,842,000 +$378,340,455 -$359,394,213 +$18,946,242 PEP, MSFT, VGSH, AAPL, IBDR 13F-HR 05 May 2022, 12:44
Q4 2021 247 $3,733,215,000 +$240,759,321 -$143,581,901 +$97,177,420 PEP, MSFT, AAPL, IBDR, TOTL 13F-HR 27 Jan 2022, 10:45
Q3 2021 233 $3,364,369,000 +$237,976,111 -$181,348,848 +$56,627,263 PEP, MSFT, IBDR, TOTL, AAPL 13F-HR 25 Oct 2021, 15:52
Q2 2021 238 $3,338,024,000 +$216,652,294 -$108,381,279 +$108,271,015 PEP, MSFT, IBDR, AAPL, MBB 13F-HR 02 Aug 2021, 12:27
Q1 2021 229 $3,053,491,000 +$393,464,746 -$247,242,380 +$146,222,366 PEP, IBDR, MSFT, AAON, AAPL 13F-HR 25 May 2021, 17:01
Q4 2020 210 $2,803,711,000 +$307,271,594 -$187,344,125 +$119,927,469 PEP, MSFT, IBDR, AAPL, AAON 13F-HR 08 Feb 2021, 12:06
Q3 2020 199 $2,469,967,000 +$113,816,193 -$57,165,507 +$56,650,686 PEP, MSFT, IBDR, AAPL, AAON 13F-HR 02 Nov 2020, 11:02
Q2 2020 190 $2,218,291,000 +$458,239,156 -$336,013,314 +$122,225,842 PEP, MSFT, IBDR, AAON, IBDQ 13F-HR 02 Sep 2020, 12:26
Q1 2020 166 $1,843,382,000 +$379,447,128 -$468,557,407 -$89,110,279 PEP, VGSH, IBDR, MSFT, AAON 13F-HR 21 May 2020, 09:46
Q4 2019 189 $2,307,197,000 +$453,007,574 -$245,312,632 +$207,694,942 PEP, XOM, AAON, SCHB, IBDR 13F-HR 04 Feb 2020, 14:55
Q3 2019 179 $1,981,138,000 $0 $0 $0 PEP, AAON, XOM, SCHB, IBDR 13F-HR 18 Nov 2019, 15:03
Q2 2019 179 $2,022,249,000 +$1,090,658,443 -$37,805,756 +$1,052,852,687 PEP, AAON, XOM, SCHB, IBDR 13F-HR 07 Aug 2019, 15:05
Q1 2019 130 $934,809,000 +$242,210,006 -$1,020,125,700 -$777,915,694 PEP, AAON, XOM, MSFT, BP 13F-HR 10 May 2019, 11:36
Q4 2018 176 $1,539,118,000 +$285,628,393 -$268,452,228 +$17,176,165 VGSH, AAON, XOM, TOTL, IBDQ 13F-HR 06 Feb 2019, 11:30
Q3 2018 181 $1,680,332,000 +$118,501,214 -$159,089,382 -$40,588,168 XOM, AAON, TOTL, SCHB, AGG 13F-HR 13 Nov 2018, 10:17
Q2 2018 177 $1,661,775,000 +$189,975,498 -$222,950,495 -$32,974,997 XOM, AAON, TOTL, SCHB, IBDQ 13F-HR 06 Aug 2018, 14:47
Q1 2018 186 $1,666,865,000 +$189,631,477 -$202,933,912 -$13,302,435 AAON, XOM, TOTL, IBDQ, SCHB 13F-HR 04 May 2018, 10:11
Q4 2017 194 $1,706,866,000 +$172,042,709 -$144,378,657 +$27,664,052 XOM, AAON, TOTL, IBDN, IBDQ 13F-HR 29 Jan 2018, 16:57
Q3 2017 189 $1,633,211,000 +$94,477,627 -$96,816,995 -$2,339,368 XOM, AAON, TOTL, IBDN, IBDQ 13F-HR 14 Nov 2017, 16:04
Q2 2017 192 $1,604,678,000 +$162,910,489 -$102,620,045 +$60,290,444 XOM, AAON, TOTL, IBDN, IBDQ 13F-HR 09 Aug 2017, 14:37
Q1 2017 191 $1,529,216,000 +$252,916,661 -$191,152,759 +$61,763,902 XOM, AAON, TOTL, IBDN, IBDQ 13F-HR 27 Apr 2017, 13:10
Q4 2016 182 $1,436,034,000 +$793,589,894 -$54,351,215 +$739,238,679 XOM, AAON, BSCI, TOTL, AGG 13F-HR 13 Feb 2017, 14:29
Q3 2016 133 $668,506,216 +$55,197,613 -$58,339,616 -$3,142,003 AAON, AAPL, BAM, C, AGN 13F-HR 02 Nov 2016, 13:42
Q2 2016 137 $645,687,451 +$76,463,940 -$64,128,433 +$12,335,507 AAON, AAPL, BAM, GE, SO 13F-HR 09 Aug 2016, 11:05
Q1 2016 131 $611,104,836 +$85,393,686 -$62,337,886 +$23,055,800 AAON, AAPL, BAM, CLR, PG 13F-HR 03 May 2016, 12:01
Q4 2015 129 $570,726,912 +$64,836,549 -$69,458,694 -$4,622,145 AAON, AAPL, BAM, PG, GE 13F-HR 19 Feb 2016, 09:35
Q3 2015 126 $554,995,750 +$90,870,227 -$54,877,195 +$35,993,032 AAON, AAPL, NLY, BAM, PG 13F-HR 04 Nov 2015, 11:18
Q2 2015 126 $582,397,977 +$61,618,830 -$265,814,222 -$204,195,392 AAON, COF, BAM, AAPL, NLY 13F-HR 10 Aug 2015, 17:21
Q1 2015 129 $812,073,282 +$312,171,542 -$44,430,455 +$267,741,087 XOM, AAON, BP, BAM, COF 13F-HR 11 May 2015, 11:23
Q4 2014 124 $540,209,693 +$81,730,584 -$55,636,330 +$26,094,254 AAON, BAM, NLY, COF, AAPL 13F-HR 11 Feb 2015, 16:08
Q3 2014 123 $488,659,475 +$51,097,951 -$60,550,558 -$9,452,607 AAON, BAM, COF, NLY, AAPL 13F-HR 27 Oct 2014, 13:53
Q2 2014 126 $470,276,844 +$89,741,857 -$39,192,592 +$50,549,265 COF, BAM, AAPL, NLY, T 13F-HR 06 Aug 2014, 16:08
Q1 2014 114 $456,259,163 +$61,936,713 -$56,264,588 +$5,672,125 AAON, AAPL, COF, BAM, NLY 13F-HR 12 May 2014, 13:26
Q4 2013 119 $454,341,244 $0 $0 $0 AAON, AAPL, COF, BAM, GOOGL 13F-HR 07 Feb 2014, 14:08