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 19 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, Q2 2025
Institutional positions in Oklo Inc. as of Jun 30, 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
- 481
- +195 vs. Q1 2025
- Shares held
- 54.1M
- +19.7M (+57.4%) vs. Q1 2025
- Total value
- $3.03B
- +$2.29B (+307.5%) vs. Q1 2025
- New holders
- 239
- 135 more added
- Sold out
- 44
- 72 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Oklo Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 1,870 | $104.7K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,893 | $106.0K | 0.00% | +93+5.2% | Added |
| Beaird Harris Wealth Management, LLC | 2,000 | $112.0K | 0.01% | +2,000 | New |
| Icon Wealth Advisors, LLC | 2,000 | $112.0K | 0.01% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,016 | $112.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,099 | $117.5K | 0.00% | −60,423−96.6% | Reduced |
| Larson Financial Group LLC | 2,150 | $120.4K | 0.00% | −70−3.2% | Reduced |
| Sterling Capital Management LLC | 2,204 | $123.4K | 0.00% | +2,204 | New |
| Allworth Financial LP | 2,347 | $131.4K | 0.00% | +1,835+358.4% | Added |
| Vestor Capital, LLC | 963 | $138.0K | 0.01% | −1,037−51.8% | Reduced |
| Centaurus Financial, Inc. | 2,470 | $138.0K | 0.01% | +2,470 | New |
| Parkside Financial Bank & Trust | 2,528 | $141.5K | 0.02% | −119−4.5% | Reduced |
| Kozak & Associates, Inc. | 2,700 | $145.6K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,626 | $147.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,660 | $148.9K | 0.00% | +2,660 | New |
| Macquarie Group Ltd | 2,813 | $157.5K | 0.00% | +2,813 | New |
| IFP Advisors, Inc | 2,813 | $157.5K | 0.00% | +529+23.2% | Added |
| Stone House Investment Management, LLC | 2,900 | $162.4K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 2,981 | $166.0K | 0.04% | +2,981 | New |
| Quaker Wealth Management, LLC | 3,083 | $172.6K | 0.06% | +3,083 | New |
| Federation des caisses Desjardins du Quebec | 3,152 | $176.5K | 0.00% | −4,000−55.9% | Reduced |
| Atlantic Union Bankshares Corp | 3,237 | $181.2K | 0.00% | +3,237 | New |
| Advisors Asset Management, Inc. | 3,347 | $187.4K | 0.00% | +3,347 | New |
| Amalgamated Bank | 3,508 | $196.0K | 0.00% | +3,508 | New |
| State of Wyoming | 3,568 | $199.8K | 0.02% | +3,568 | New |
| Pasadena Private Wealth, LLC | 3,592 | $201.1K | 0.03% | +3,592 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,602 | $201.7K | 0.01% | +3,602 | New |
| Stiles Financial Services Inc | 3,610 | $202.1K | 0.07% | +3,610 | New |
| Camarda Financial Advisors, LLC | 3,613 | $202.3K | 0.08% | +3,613 | New |
| Acropolis Investment Management, LLC | 3,632 | $203.4K | 0.01% | +3,632 | New |
| IFG Advisory, LLC | 3,715 | $208.0K | 0.01% | +3,715 | New |
| Apexium Financial, LP | 3,775 | $211.4K | 0.01% | +3,775 | New |
| CIBC Asset Management Inc | 3,778 | $211.5K | 0.00% | +3,778 | New |
| Kera Capital Partners, Inc. | 3,790 | $212.2K | 0.04% | +3,790 | New |
| JustInvest LLC | 3,812 | $213.4K | 0.00% | +3,812 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,884 | $217.5K | 0.00% | +3,884 | New |
| High Net Worth Advisory Group LLC | 3,894 | $218.0K | 0.06% | +3,894 | New |
| Integrated Wealth Concepts LLC | 3,977 | $222.7K | 0.00% | +3,977 | New |
| Old Mission Capital LLC | 3,988 | $223.3K | 0.01% | +3,988 | New |
| Lido Advisors, LLC | 4,040 | $226.2K | 0.00% | +4,040 | New |
| Meriwether Wealth & Planning, LLC | 4,115 | $230.4K | 0.14% | +4,115 | New |
| Catalytic Wealth RIA, LLC | 4,124 | $230.9K | 0.02% | +4,124 | New |
| Bordeaux Wealth Advisors LLC | 4,158 | $232.8K | 0.03% | +4,158 | New |
| Howard Financial Services, Ltd. | 4,175 | $233.8K | 0.03% | +4,175 | New |
| Moneta Group Investment Advisors LLC | 4,191 | $234.7K | 0.00% | +4,191 | New |
| Wolff Wiese Magana LLC | 4,191 | $234.7K | 0.15% | +10+0.2% | Added |
| Integrity Wealth Solutions LLC | 4,218 | $236.2K | 0.12% | +4,218 | New |
| Level Four Advisory Services, LLC | 4,262 | $238.6K | 0.01% | +4,262 | New |
| AdvisorNet Financial, Inc | 4,283 | $239.8K | 0.02% | +3,442+409.3% | Added |
| 360 Financial, Inc. | 4,375 | $245.0K | 0.08% | +4,375 | New |
| Means Investment Co., Inc. | 4,461 | $249.8K | 0.02% | +4,461 | New |
| Sunpointe, LLC | 4,500 | $252.0K | 0.10% | +4,500 | New |
| Clear Street Markets LLC | 4,509 | $252.5K | 0.09% | +4,509 | New |
| Perennial Investment Advisors, LLC | 4,522 | $253.2K | 0.02% | +4,522 | New |
| Cornerstone Capital, Inc. | 4,525 | $253.4K | 0.03% | +4,525 | New |
| Essex LLC | 4,630 | $259.2K | 0.05% | +4,630 | New |
| Herold Advisors, Inc. | 4,700 | $263.2K | 0.06% | +4,700 | New |
| Redhawk Wealth Advisors, Inc. | 4,856 | $271.9K | 0.03% | −5,119−51.3% | Reduced |
| HighPoint Advisor Group LLC | 4,928 | $275.9K | 0.01% | +4,928 | New |
| Brown Advisory Inc | 4,941 | $276.6K | 0.00% | +4,941 | New |
| Stephens Consulting, LLC | 5,000 | $279.9K | 0.07% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 5,000 | $279.9K | 0.03% | +5,000 | New |
| Coastal Bridge Advisors, LLC | 5,000 | $279.9K | 0.02% | +5,000 | New |
| Black Swift Group, LLC | 5,000 | $279.9K | 0.06% | +5,000 | New |
| McAlister, Sweet & Associates, Inc. | 5,000 | $279.9K | 0.25% | +5,000 | New |
| Infini Capital Management Ltd | 5,000 | $279.9K | 0.18% | +5,000 | New |
| Carbahal Olsen Financial Services Group, LLC | 5,000 | $279.9K | 0.24% | +5,000 | New |
| LexAurum Advisors, LLC | 5,035 | $281.9K | 0.04% | +5,035 | New |
| Snowden Capital Advisors LLC | 5,092 | $285.1K | 0.01% | +5,092 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,105 | $285.8K | 0.02% | +5,105 | New |
| Spire Wealth Management | 5,193 | $290.8K | 0.01% | +1,297+33.3% | Added |
| Sender Co & Partners, Inc. | 5,198 | $291.0K | 0.08% | +5,198 | New |
| Ensign Peak Advisors, Inc | 5,200 | $291.1K | 0.00% | +3,700+246.7% | Added |
| Rollins Financial Advisors, LLC | 5,203 | $291.3K | 0.05% | +5,203 | New |
| Sheets Smith Wealth Management | 5,278 | $295.5K | 0.03% | +5,278 | New |
| Wealth Management Partners, LLC | 5,285 | $295.6K | 0.10% | +5,285 | New |
| Mutual Advisors, LLC | 3,924 | $296.2K | 0.01% | +3,924 | New |
| RMB Capital Management, LLC | 5,326 | $298.2K | 0.01% | +5,326 | New |
| Moors & Cabot, Inc. | 5,361 | $300.2K | 0.01% | +5,361 | New |
| Cornerstone Wealth Management, LLC | 5,475 | $306.5K | 0.02% | +5,475 | New |
| Inscription Capital, LLC | 5,508 | $308.4K | 0.04% | +5,508 | New |
| Strategies Wealth Advisors, LLC | 5,596 | $313.3K | 0.03% | +5,596 | New |
| CastleKnight Management LP | 5,600 | $313.5K | 0.02% | −29,900−84.2% | Reduced |
| First National Trust Co | 5,650 | $316.3K | 0.01% | +5,650 | New |
| IHT Wealth Management, LLC | 5,759 | $322.4K | 0.01% | +5,759 | New |
| US Bancorp | 5,763 | $322.7K | 0.00% | +3,331+137.0% | Added |
| National Asset Management, Inc. | 5,765 | $322.8K | 0.02% | +5,765 | New |
| Ancora Advisors, LLC | 5,810 | $325.3K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,870 | $328.7K | 0.00% | +5,870 | New |
| Crescent Grove Advisors, LLC | 5,988 | $335.3K | 0.03% | +5,988 | New |
| Essex Financial Services, Inc. | 6,008 | $336.4K | 0.02% | +6,008 | New |
| Plancorp, LLC | 6,016 | $336.8K | 0.01% | +6,016 | New |
| Circle Wealth Management, LLC | 6,020 | $337.1K | 0.01% | +6,020 | New |
| Dark Forest Capital Management LP | 6,132 | $343.3K | 0.01% | +6,132 | New |
| Westbourne Investments, Inc. | 6,200 | $347.1K | 0.19% | +6,200 | New |
| SCS Capital Management LLC | 6,241 | $349.4K | 0.00% | +6,241 | New |
| Diversify Wealth Management, LLC | 4,455 | $349.6K | 0.02% | +4,455 | New |
| Nations Financial Group Inc, | 6,323 | $354.0K | 0.02% | +6,323 | New |
| PFG Advisors | 6,397 | $358.2K | 0.02% | +6,397 | New |
| Sovereign Financial Group, Inc. | 6,675 | $373.7K | 0.08% | +6,675 | New |