Oklo Inc.
OKLO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001849056
In the last 90 days, Oklo Inc. insiders filed 0 open-market purchases and 22 sales; 673 institutions reported holding it in 13F filings for Q2 2026, worth $4.27B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Oklo Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 292
- +56 vs. Q4 2024
- Shares held
- 34.5M
- −6.89M (−16.6%) vs. Q4 2024
- Total value
- $747.1M
- −$134.5M (−15.3%) vs. Q4 2024
- New holders
- 105
- 92 more added
- Sold out
- 49
- 72 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OKLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 673 | $4.27B |
| Q1 2026 | 679 | $4.43B |
| Q4 2025 | 683 | $5.37B |
| Q3 2025 | 640 | $7.24B |
| Q2 2025 | 481 | $3.03B |
| Q1 2025 | 292 | $747.1M |
| Q4 2024 | 238 | $882.1M |
| Q3 2024 | 124 | $387.2M |
| Q2 2024 | 93 | $338.6M |
| Q1 2024 | 54 | $270.8M |
| Q4 2023 | 37 | $274.8M |
| Q3 2023 | 65 | $433.8M |
| Q2 2023 | 75 | $439.5M |
| Q1 2023 | 72 | $488.4M |
| Q4 2022 | 73 | $466.4M |
| Q3 2022 | 77 | $474.3M |
| Q2 2022 | 73 | $470.7M |
| Q1 2022 | 69 | $464.4M |
| Q4 2021 | 68 | $462.7M |
| Q3 2021 | 70 | $464.4M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Oklo Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 11 | $0 | 0.00% | −90−89.1% | Reduced |
| Lazard Asset Management LLC | 26 | $0 | 0.00% | +26 | New |
| True Wealth Design, LLC | 2 | $44 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 8 | $174 | 0.00% | +8 | New |
| Accredited Wealth Management, LLC | 10 | $217 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 12 | $260 | 0.00% | +12 | New |
| SWAN Capital LLC | 14 | $303 | 0.00% | −81−85.3% | Reduced |
| Rialto Wealth Management, LLC | 18 | $390 | 0.00% | +18 | New |
| Continuum Advisory, LLC | 20 | $433 | 0.00% | +20 | New |
| Kestra Investment Management, LLC | 22 | $476 | 0.00% | +22 | New |
| Comerica Bank | 24 | $519 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $531 | 0.00% | +18+257.1% | Added |
| Slocum, Gordon & Co LLP | 24 | $534 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $541 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 30 | $648 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 31 | $671 | 0.00% | +31 | New |
| Millstone Evans Group, LLC | 33 | $714 | 0.00% | +23+230.0% | Added |
| UMA Financial Services, Inc. | 37 | $801 | 0.00% | +37 | New |
| Lindbrook Capital, LLC | 41 | $887 | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 49 | $1.06K | 0.00% | +23+88.5% | Added |
| Murphy & Mullick Capital Management Corp | 50 | $1.08K | 0.00% | +50 | New |
| Smallwood Wealth Investment Management, LLC | 55 | $1.19K | 0.00% | +55 | New |
| South State Corp. | 69 | $1.49K | 0.00% | +69 | New |
| Aster Capital Management (DIFC) Ltd | 48 | $1.60K | 0.00% | +48 | New |
| Hemington Wealth Management | 100 | $2.00K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 100 | $2.16K | 0.00% | +100 | New |
| Sittner & Nelson, LLC | 100 | $2.16K | 0.00% | +100 | New |
| Bank of New Hampshire | 100 | $2.16K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 110 | $2.38K | 0.00% | +110 | New |
| Activest Wealth Management | 120 | $2.60K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $3.25K | 0.00% | +75+100.0% | Added |
| Quadrant Capital Group LLC | 159 | $3.44K | 0.00% | +159 | New |
| Main Street Group, LTD | 169 | $3.66K | 0.00% | +10+6.3% | Added |
| TD Waterhouse Canada Inc. | 171 | $3.85K | 0.00% | −1,083−86.4% | Reduced |
| ORG Partners LLC | 210 | $4.28K | 0.00% | +210 | New |
| CVA Family Office, LLC | 200 | $4.33K | 0.00% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $4.33K | 0.00% | +200 | New |
| Cherry Tree Wealth Management, LLC | 227 | $4.91K | 0.00% | +227 | New |
| HHM Wealth Advisors, LLC | 234 | $5.06K | 0.00% | +234 | New |
| Cornerstone Planning Group LLC | 221 | $5.17K | 0.00% | −2−0.9% | Reduced |
| Salem Investment Counselors Inc | 250 | $5.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 252 | $5.45K | 0.00% | +252 | New |
| FMR LLC | 262 | $5.68K | 0.00% | −5,751−95.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 268 | $5.80K | 0.00% | −5,732−95.5% | Reduced |
| NBC Securities, Inc. | 300 | $6.00K | 0.00% | +300 | New |
| Sound Income Strategies, LLC | 281 | $6.08K | 0.00% | +221+368.3% | Added |
| Creative Financial Designs Inc | 285 | $6.17K | 0.00% | +235+470.0% | Added |
| Armstrong Advisory Group, Inc | 300 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 300 | $7.33K | 0.00% | −50−14.3% | Reduced |
| Rothschild Investment LLC | 350 | $7.57K | 0.00% | +30+9.4% | Added |
| Berbice Capital Management LLC | 350 | $7.57K | 0.01% | +50+16.7% | Added |
| SJS Investment Consulting Inc. | 442 | $9.56K | 0.00% | +347+365.3% | Added |
| Copia Wealth Management | 473 | $10.2K | 0.01% | +473 | New |
| Ulland Investment Advisors, LLC | 500 | $11.0K | 0.01% | +500 | New |
| Vision Financial Markets LLC | 525 | $11.4K | 0.01% | +525 | New |
| Allworth Financial LP | 512 | $12.5K | 0.00% | +10+2.0% | Added |
| PFG Private Wealth Management, LLC | 588 | $12.7K | 0.01% | +588 | New |
| Atticus Wealth Management, LLC | 600 | $13.0K | 0.00% | −400−40.0% | Reduced |
| Credit Agricole S A | 615 | $13.3K | 0.00% | +615 | New |
| Operose Advisors LLC | 673 | $14.6K | 0.00% | +76+12.7% | Added |
| GPS Wealth Strategies Group, LLC | 745 | $16.1K | 0.00% | +745 | New |
| AdvisorNet Financial, Inc | 841 | $18.2K | 0.00% | +841 | New |
| Manchester Capital Management LLC | 860 | $18.6K | 0.00% | +860 | New |
| MAI Capital Management | 865 | $18.7K | 0.00% | +365+73.0% | Added |
| JNBA Financial Advisors | 1,000 | $21.6K | 0.00% | +1,000 | New |
| Cape Investment Advisory, Inc. | 1,000 | $21.6K | 0.01% | +1,000 | New |
| Anfield Capital Management, LLC | 1,014 | $21.9K | 0.01% | −1,000−49.7% | Reduced |
| Stonebridge Financial Group, LLC | 1,020 | $22.1K | 0.00% | +73+7.7% | Added |
| SOA Wealth Advisors, LLC. | 1,098 | $23.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,201 | $26.0K | 0.00% | −914−43.2% | Reduced |
| Natixis | 1,224 | $27.2K | 0.00% | −7,304−85.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,500 | $32.4K | 0.00% | +1,500 | New |
| KBC Group NV | 1,654 | $36.0K | 0.00% | +1,654 | New |
| Deutsche Bank AG | 1,748 | $37.8K | 0.00% | +1,080+161.7% | Added |
| Harbour Investments, Inc. | 1,800 | $38.9K | 0.00% | +985+120.9% | Added |
| Chesapeake Asset Management LLC | 1,870 | $40.4K | 0.04% | +1,870 | New |
| Vestor Capital, LLC | 2,000 | $43.0K | 0.00% | +2,000 | New |
| Graybill Bartz & Assoc Ltd | 2,000 | $43.3K | 0.01% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,016 | $43.6K | 0.00% | +1,927+2,165.2% | Added |
| Citigroup Inc | 2,082 | $45.0K | 0.00% | −7,950−79.2% | Reduced |
| Larson Financial Group LLC | 2,220 | $48.0K | 0.00% | +1,220+122.0% | Added |
| IFP Advisors, Inc | 2,284 | $49.4K | 0.00% | +2,284 | New |
| US Bancorp | 2,432 | $52.6K | 0.00% | +1,751+257.1% | Added |
| Flaharty Asset Management, LLC | 2,500 | $54.1K | 0.01% | +2,500 | New |
| Sandy Spring Bank | 2,509 | $54.3K | 0.00% | +1,000+66.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,626 | $56.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,647 | $57.3K | 0.01% | +2,297+656.3% | Added |
| Kozak & Associates, Inc. | 2,700 | $60.9K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2,900 | $62.7K | 0.01% | +2,900 | New |
| Rhumbline Advisers | 3,000 | $64.9K | 0.00% | +3,000 | New |
| North Capital, Inc. | 3,000 | $64.9K | 0.06% | +3,000 | New |
| Vermillion Wealth Management, Inc. | 3,618 | $78.3K | 0.02% | +3,118+623.6% | Added |
| CoreCap Advisors, LLC | 3,628 | $78.5K | 0.00% | +2,123+141.1% | Added |
| Spire Wealth Management | 3,896 | $84.3K | 0.00% | +481+14.1% | Added |
| Wolff Wiese Magana LLC | 4,181 | $90.4K | 0.06% | −466−10.0% | Reduced |
| Noble Wealth Management PBC | 4,800 | $103.8K | 0.07% | +4,800 | New |
| Twin Tree Management, LP | 4,811 | $104.1K | 0.00% | +4,530+1,612.1% | Added |
| CWM, LLC | 4,980 | $108.0K | 0.00% | +4,650+1,409.1% | Added |
| Stephens Consulting, LLC | 5,000 | $108.2K | 0.03% | −1,000−16.7% | Reduced |
| Ancora Advisors, LLC | 5,810 | $125.7K | 0.00% | +1,200+26.0% | Added |