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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 3,618 | $78.3K | 0.02% | +3,118+623.6% | Added |
| Rhumbline Advisers | 3,000 | $64.9K | 0.00% | +3,000 | New |
| North Capital, Inc. | 3,000 | $64.9K | 0.06% | +3,000 | New |
| Stone House Investment Management, LLC | 2,900 | $62.7K | 0.01% | +2,900 | New |
| Kozak & Associates, Inc. | 2,700 | $60.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,647 | $57.3K | 0.01% | +2,297+656.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,626 | $56.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,509 | $54.3K | 0.00% | +1,000+66.3% | Added |
| Flaharty Asset Management, LLC | 2,500 | $54.1K | 0.01% | +2,500 | New |
| US Bancorp | 2,432 | $52.6K | 0.00% | +1,751+257.1% | Added |
| IFP Advisors, Inc | 2,284 | $49.4K | 0.00% | +2,284 | New |
| Larson Financial Group LLC | 2,220 | $48.0K | 0.00% | +1,220+122.0% | Added |
| Citigroup Inc | 2,082 | $45.0K | 0.00% | −7,950−79.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,016 | $43.6K | 0.00% | +1,927+2,165.2% | Added |
| Graybill Bartz & Assoc Ltd | 2,000 | $43.3K | 0.01% | +2,000 | New |
| Vestor Capital, LLC | 2,000 | $43.0K | 0.00% | +2,000 | New |
| Chesapeake Asset Management LLC | 1,870 | $40.4K | 0.04% | +1,870 | New |
| Harbour Investments, Inc. | 1,800 | $38.9K | 0.00% | +985+120.9% | Added |
| Deutsche Bank AG | 1,748 | $37.8K | 0.00% | +1,080+161.7% | Added |
| KBC Group NV | 1,654 | $36.0K | 0.00% | +1,654 | New |
| Ensign Peak Advisors, Inc | 1,500 | $32.4K | 0.00% | +1,500 | New |
| Natixis | 1,224 | $27.2K | 0.00% | −7,304−85.6% | Reduced |
| Quest Partners LLC | 1,201 | $26.0K | 0.00% | −914−43.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,098 | $23.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,020 | $22.1K | 0.00% | +73+7.7% | Added |
| Anfield Capital Management, LLC | 1,014 | $21.9K | 0.01% | −1,000−49.7% | Reduced |
| 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 |
| MAI Capital Management | 865 | $18.7K | 0.00% | +365+73.0% | Added |
| Manchester Capital Management LLC | 860 | $18.6K | 0.00% | +860 | New |
| AdvisorNet Financial, Inc | 841 | $18.2K | 0.00% | +841 | New |
| GPS Wealth Strategies Group, LLC | 745 | $16.1K | 0.00% | +745 | New |
| Operose Advisors LLC | 673 | $14.6K | 0.00% | +76+12.7% | Added |
| Credit Agricole S A | 615 | $13.3K | 0.00% | +615 | New |
| Atticus Wealth Management, LLC | 600 | $13.0K | 0.00% | −400−40.0% | Reduced |
| PFG Private Wealth Management, LLC | 588 | $12.7K | 0.01% | +588 | New |
| Allworth Financial LP | 512 | $12.5K | 0.00% | +10+2.0% | Added |
| Vision Financial Markets LLC | 525 | $11.4K | 0.01% | +525 | New |
| Ulland Investment Advisors, LLC | 500 | $11.0K | 0.01% | +500 | New |
| Copia Wealth Management | 473 | $10.2K | 0.01% | +473 | New |
| SJS Investment Consulting Inc. | 442 | $9.56K | 0.00% | +347+365.3% | Added |
| 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 |
| Bear Mountain Capital, Inc. | 300 | $7.33K | 0.00% | −50−14.3% | Reduced |
| Armstrong Advisory Group, Inc | 300 | $6.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 285 | $6.17K | 0.00% | +235+470.0% | Added |
| Sound Income Strategies, LLC | 281 | $6.08K | 0.00% | +221+368.3% | Added |
| NBC Securities, Inc. | 300 | $6.00K | 0.00% | +300 | New |
| Gordian Capital Singapore Pte Ltd | 268 | $5.80K | 0.00% | −5,732−95.5% | Reduced |
| FMR LLC | 262 | $5.68K | 0.00% | −5,751−95.6% | Reduced |
| Huntington National Bank | 252 | $5.45K | 0.00% | +252 | New |
| Salem Investment Counselors Inc | 250 | $5.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 221 | $5.17K | 0.00% | −2−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 234 | $5.06K | 0.00% | +234 | New |
| Cherry Tree Wealth Management, LLC | 227 | $4.91K | 0.00% | +227 | New |
| CVA Family Office, LLC | 200 | $4.33K | 0.00% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $4.33K | 0.00% | +200 | New |
| ORG Partners LLC | 210 | $4.28K | 0.00% | +210 | New |
| TD Waterhouse Canada Inc. | 171 | $3.85K | 0.00% | −1,083−86.4% | Reduced |
| Main Street Group, LTD | 169 | $3.66K | 0.00% | +10+6.3% | Added |
| Quadrant Capital Group LLC | 159 | $3.44K | 0.00% | +159 | New |
| First United Bank Trust | 150 | $3.25K | 0.00% | +75+100.0% | Added |
| Activest Wealth Management | 120 | $2.60K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 110 | $2.38K | 0.00% | +110 | 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 |
| Hemington Wealth Management | 100 | $2.00K | 0.00% | +100 | New |
| Aster Capital Management (DIFC) Ltd | 48 | $1.60K | 0.00% | +48 | New |
| South State Corp. | 69 | $1.49K | 0.00% | +69 | New |
| Smallwood Wealth Investment Management, LLC | 55 | $1.19K | 0.00% | +55 | New |
| Murphy & Mullick Capital Management Corp | 50 | $1.08K | 0.00% | +50 | New |
| EverSource Wealth Advisors, LLC | 49 | $1.06K | 0.00% | +23+88.5% | Added |
| Lindbrook Capital, LLC | 41 | $887 | 0.00% | +41 | New |
| UMA Financial Services, Inc. | 37 | $801 | 0.00% | +37 | New |
| Millstone Evans Group, LLC | 33 | $714 | 0.00% | +23+230.0% | Added |
| MPWM Advisory Solutions, LLC | 31 | $671 | 0.00% | +31 | New |
| Comprehensive Financial Planning, Inc. | 30 | $648 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $541 | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 24 | $534 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $531 | 0.00% | +18+257.1% | Added |
| Comerica Bank | 24 | $519 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 22 | $476 | 0.00% | +22 | New |
| Continuum Advisory, LLC | 20 | $433 | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 18 | $390 | 0.00% | +18 | New |
| SWAN Capital LLC | 14 | $303 | 0.00% | −81−85.3% | Reduced |
| Bell Investment Advisors, Inc | 12 | $260 | 0.00% | +12 | New |
| Accredited Wealth Management, LLC | 10 | $217 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 8 | $174 | 0.00% | +8 | New |
| True Wealth Design, LLC | 2 | $44 | 0.00% | +2 | New |
| FNY Investment Advisers, LLC | 11 | $0 | 0.00% | −90−89.1% | Reduced |
| Lazard Asset Management LLC | 26 | $0 | 0.00% | +26 | New |
| Data Collective IV GP, LLC | 0 | $0 | 0.00% | −5,277,513−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −3,056,992−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −805,635−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −254,466−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −155,442−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −102,784−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −79,751−100.0% | Sold out |