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 20 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 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 6,313 | $136.6K | 0.07% | +6,313 | New |
| Barclays PLC | 6,366 | $137.7K | 0.00% | −1,300−17.0% | Reduced |
| Prestige Wealth Management Group LLC | 6,845 | $148.1K | 0.03% | −10,108−59.6% | Reduced |
| Banque Cantonale Vaudoise | 6,894 | $149.0K | 0.01% | +6,894 | New |
| SG Americas Securities, LLC | 6,972 | $151.0K | 0.00% | +6,972 | New |
| Farther Finance Advisors, LLC | 6,754 | $152.2K | 0.00% | −12,859−65.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,152 | $154.7K | 0.00% | −1,398−16.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,650 | $165.5K | 0.04% | −600−7.3% | Reduced |
| Signaturefd, LLC | 8,962 | $193.8K | 0.00% | +462+5.4% | Added |
| Strategic Blueprint, LLC | 9,271 | $200.5K | 0.01% | −987−9.6% | Reduced |
| Two Sigma Advisers, LP | 9,400 | $203.3K | 0.00% | +9,400 | New |
| Morris Retirement Advisors, LLC | 9,504 | $205.6K | 0.11% | +9,504 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,532 | $206.2K | 0.00% | −1,600−14.4% | Reduced |
| Silverleafe Capital Partners, LLC | 9,727 | $210.4K | 0.07% | −17,203−63.9% | Reduced |
| Per Stirling Capital Management, LLC. | 9,842 | $212.9K | 0.03% | −5,753−36.9% | Reduced |
| Creative Planning | 9,913 | $214.4K | 0.00% | +9,913 | New |
| Two Sigma Securities, LLC | 9,926 | $214.7K | 0.03% | +9,926 | New |
| Redhawk Wealth Advisors, Inc. | 9,975 | $215.8K | 0.03% | +9,975 | New |
| KLCM Advisors, Inc. | 10,000 | $216.3K | 0.03% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 10,000 | $216.3K | 0.52% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 10,004 | $216.4K | 0.04% | +10,004 | New |
| Balyasny Asset Management LLC | 10,101 | $218.5K | 0.00% | −78,994−88.7% | Reduced |
| Aventura Private Wealth, LLC | 10,125 | $219.0K | 0.11% | −56−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,376 | $224.4K | 0.00% | +3,801+57.8% | Added |
| Resources Investment Advisors, LLC. | 10,601 | $229.3K | 0.00% | +10,601 | New |
| Johnson Investment Counsel Inc | 10,728 | $232.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 10,932 | $236.5K | 0.02% | −419−3.7% | Reduced |
| Pictet Asset Management Holding SA | 10,971 | $238.6K | 0.00% | −2,583−19.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,113 | $240.4K | 0.00% | +1,788+19.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,738 | $253.9K | 0.00% | +11,738 | New |
| Parallel Advisors, LLC | 11,862 | $257.5K | 0.01% | +3,530+42.4% | Added |
| We Are One Seven, LLC | 12,046 | $260.6K | 0.01% | −287−2.3% | Reduced |
| Wedbush Securities Inc | 12,085 | $261.0K | 0.01% | +12,085 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,339 | $261.2K | 0.00% | +11,339 | New |
| KLP Kapitalforvaltning AS | 12,100 | $261.7K | 0.00% | −1,400−10.4% | Reduced |
| Truist Financial Corp | 12,105 | $261.8K | 0.00% | +1,430+13.4% | Added |
| Palumbo Wealth Management LLC | 12,160 | $263.0K | 0.09% | +1,814+17.5% | Added |
| Janney Montgomery Scott LLC | 12,233 | $265.0K | 0.00% | −16,843−57.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,722 | $275.2K | 0.00% | −3,931−23.6% | Reduced |
| Matauro, LLC | 13,337 | $288.5K | 0.06% | −16,721−55.6% | Reduced |
| Intrua Financial, LLC | 13,375 | $289.3K | 0.05% | +535+4.2% | Added |
| Kaizen Financial Strategies | 13,520 | $292.4K | 0.17% | +2,850+26.7% | Added |
| BayBridge Capital Group, LLC | 13,840 | $299.4K | 0.22% | +13,840 | New |
| Change Path, LLC | 14,034 | $303.6K | 0.01% | +14,034 | New |
| JW Asset Management, LLC | 15,000 | $324.4K | 0.18% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,700 | $328.9K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 15,275 | $330.4K | 0.02% | +782+5.4% | Added |
| TCFG Wealth Management, LLC | 15,330 | $331.6K | 0.17% | −5,870−27.7% | Reduced |
| Qsemble Capital Management, LP | 15,365 | $332.3K | 0.04% | +15,365 | New |
| Avantax Advisory Services, Inc. | 15,659 | $338.7K | 0.00% | +15,659 | New |
| GWM Advisors LLC | 15,672 | $339.0K | 0.00% | +9,772+165.6% | Added |
| Bank of Montreal | 15,758 | $340.8K | 0.00% | −113,427−87.8% | Reduced |
| Peapack Gladstone Financial Corp | 15,825 | $342.0K | 0.01% | +4,207+36.2% | Added |
| Mairs & Power Inc | 15,971 | $345.5K | 0.00% | +1,561+10.8% | Added |
| StoneCrest Wealth Management, Inc. | 16,052 | $347.2K | 0.22% | +16,052 | New |
| Vantage Point Financial LLC | 16,053 | $347.2K | 0.17% | +6,253+63.8% | Added |
| Bank of New York Mellon Corp | 16,558 | $358.2K | 0.00% | +16,558 | New |
| Tradewinds, LLC. | 17,045 | $368.7K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,116 | $370.2K | 0.01% | +17,116 | New |
| Park Avenue Securities LLC | 17,283 | $374.0K | 0.00% | +17,283 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,300 | $374.2K | 0.00% | +17,300 | New |
| Joule Financial, LLC | 17,446 | $377.4K | 0.13% | −75,014−81.1% | Reduced |
| Spirit of America Management Corp | 17,500 | $378.5K | 0.08% | +16,500+1,650.0% | Added |
| WJ Wealth Management, LLC | 18,000 | $389.3K | 0.14% | −3,512−16.3% | Reduced |
| Capstone Investment Advisors, LLC | 18,020 | $389.8K | 0.00% | +18,020 | New |
| Balboa Wealth Partners | 18,960 | $410.1K | 0.10% | −6,840−26.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18,961 | $410.1K | 0.07% | +18,961 | New |
| Oppenheimer & Co Inc | 18,994 | $410.8K | 0.01% | +18,994 | New |
| Hilltop Holdings Inc. | 19,076 | $412.6K | 0.03% | +9,518+99.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,440 | $412.9K | 0.00% | +18,440 | New |
| J.W. Cole Advisors, Inc. | 19,526 | $422.3K | 0.01% | +19,526 | New |
| Hudson Bay Capital Management LP | 19,700 | $426.1K | 0.00% | +19,700 | New |
| State of Wisconsin Investment Board | 21,151 | $457.5K | 0.00% | +266+1.3% | Added |
| Stratos Wealth Partners, LTD. | 23,195 | $501.7K | 0.01% | +10,010+75.9% | Added |
| Manufacturers Life Insurance Company, The | 23,361 | $505.3K | 0.00% | +23,361 | New |
| AQR Capital Management LLC | 23,994 | $519.0K | 0.00% | +23,994 | New |
| Prelude Capital Management, LLC | 24,004 | $519.2K | 0.05% | −34,285−58.8% | Reduced |
| Evergreen Capital Management LLC | 24,185 | $523.1K | 0.02% | +24,185 | New |
| Prime Capital Investment Advisors, LLC | 24,508 | $530.1K | 0.01% | +14,904+155.2% | Added |
| HighTower Advisors, LLC | 24,859 | $537.7K | 0.00% | +8,479+51.8% | Added |
| Bokf, NA | 25,000 | $540.8K | 0.01% | −45,000−64.3% | Reduced |
| Sepio Capital, LP | 25,277 | $546.7K | 0.04% | −100−0.4% | Reduced |
| Marco Investment Management LLC | 25,375 | $548.9K | 0.05% | +25,375 | New |
| Walleye Capital LLC | 25,376 | $548.9K | 0.01% | −27,594−52.1% | Reduced |
| Neuberger Berman Group LLC | 25,989 | $562.1K | 0.00% | −68−0.3% | Reduced |
| California State Teachers Retirement System | 26,315 | $569.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 27,786 | $601.0K | 0.00% | +5,003+22.0% | Added |
| Sanctuary Advisors, LLC | 28,242 | $610.9K | 0.00% | +1,652+6.2% | Added |
| Legal & General Group Plc | 29,632 | $640.9K | 0.00% | +26+0.1% | Added |
| Nebula Research & Development LLC | 29,967 | $648.2K | 0.06% | −6,056−16.8% | Reduced |
| Wolverine Trading, LLC | 32,044 | $717.5K | 0.02% | +3,602+12.7% | Added |
| Jones Financial Companies LLLP | 33,870 | $758.3K | 0.00% | +27,677+446.9% | Added |
| Aristotle Atlantic Partners, LLC | 35,136 | $760.0K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 35,282 | $763.1K | 0.02% | +35,282 | New |
| VestGen Advisors, LLC | 35,475 | $767.3K | 0.03% | +35,475 | New |
| CastleKnight Management LP | 35,500 | $767.9K | 0.08% | −13,200−27.1% | Reduced |
| Legacy Bridge, LLC | 36,465 | $788.7K | 0.44% | +410+1.1% | Added |
| Geneos Wealth Management Inc. | 36,973 | $799.7K | 0.03% | +7,352+24.8% | Added |
| Leonteq Securities AG | 38,000 | $820.8K | 0.06% | +20,581+118.2% | Added |
| MML Investors Services, LLC | 38,179 | $826.0K | 0.00% | −23,784−38.4% | Reduced |