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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 6,710 | $375.7K | 0.14% | +6,710 | New |
| Powell Investment Advisors, LLC | 6,735 | $377.1K | 0.14% | +6,735 | New |
| Quest Partners LLC | 6,740 | $377.4K | 0.04% | +5,539+461.2% | Added |
| Alps Advisors Inc | 6,826 | $382.2K | 0.00% | +6,826 | New |
| Signature Wealth Management Partners, LLC | 6,839 | $382.9K | 0.22% | +6,839 | New |
| International Assets Investment Management, LLC | 6,860 | $384.1K | 0.03% | +6,860 | New |
| Darden Wealth Group Inc | 6,950 | $389.1K | 0.23% | +6,950 | New |
| World Equity Group, Inc. | 6,963 | $389.9K | 0.11% | +6,963 | New |
| Prestige Wealth Management Group LLC | 6,965 | $390.0K | 0.08% | +120+1.8% | Added |
| Flagship Harbor Advisors, LLC | 6,974 | $390.5K | 0.02% | +6,974 | New |
| Kingswood Wealth Advisors, LLC | 6,992 | $391.5K | 0.03% | +6,992 | New |
| Ameritas Advisory Services, LLC | 7,045 | $394.4K | 0.02% | +7,045 | New |
| Principal Financial Group Inc | 7,096 | $397.3K | 0.00% | +7,096 | New |
| Guggenheim Capital LLC | 7,110 | $398.1K | 0.00% | +7,110 | New |
| Flputnam Investment Management Co | 7,200 | $403.1K | 0.01% | +7,200 | New |
| Bensler, LLC | 7,205 | $403.4K | 0.05% | +7,205 | New |
| Silverleafe Capital Partners, LLC | 7,210 | $403.7K | 0.14% | −2,517−25.9% | Reduced |
| HBK Investments L P | 7,500 | $419.9K | 0.01% | +7,500 | New |
| Total Wealth Planning & Management, Inc. | 7,636 | $427.5K | 0.37% | +7,636 | New |
| Tower Research Capital LLC (TRC) | 7,643 | $427.9K | 0.01% | −40,297−84.1% | Reduced |
| Modera Wealth Management, LLC | 7,753 | $434.1K | 0.01% | +7,753 | New |
| Optimize Financial Inc | 7,784 | $435.8K | 0.27% | +7,784 | New |
| Adams Wealth Management | 7,797 | $436.5K | 0.08% | +7,797 | New |
| CacheTech Inc. | 7,797 | $436.5K | 0.08% | +7,797 | New |
| RSM US Wealth Management LLC | 7,946 | $444.9K | 0.01% | +7,946 | New |
| AQR Capital Management LLC | 8,011 | $448.5K | 0.00% | −15,983−66.6% | Reduced |
| United Capital Management of KS, Inc. | 8,016 | $448.8K | 0.07% | −1,988−19.9% | Reduced |
| Xponance, Inc. | 8,133 | $455.4K | 0.00% | +8,133 | New |
| Farther Finance Advisors, LLC | 8,150 | $456.3K | 0.01% | +1,396+20.7% | Added |
| Independent Financial Group, LLC | 8,291 | $464.2K | 0.01% | +8,291 | New |
| Empowered Funds, LLC | 8,415 | $471.2K | 0.01% | +8,415 | New |
| Gladstone Institutional Advisory LLC | 8,427 | $471.8K | 0.02% | +8,427 | New |
| Foster Victor Wealth Advisors, LLC | 8,853 | $477.4K | 0.03% | +8,853 | New |
| GWN Securities Inc. | 8,886 | $497.5K | 0.09% | +8,886 | New |
| U.S. Capital Wealth Advisors, LLC | 9,139 | $511.7K | 0.01% | +9,139 | New |
| Strategic Blueprint, LLC | 9,250 | $517.9K | 0.03% | −21−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,405 | $526.6K | 0.00% | −971−9.4% | Reduced |
| Independent Advisor Alliance | 9,514 | $532.7K | 0.02% | +9,514 | New |
| Entropy Technologies, LP | 9,612 | $538.2K | 0.04% | +9,612 | New |
| Steward Partners Investment Advisory, LLC | 9,635 | $539.5K | 0.00% | −1,478−13.3% | Reduced |
| Morris Retirement Advisors, LLC | 9,770 | $547.0K | 0.26% | +266+2.8% | Added |
| Insigneo Advisory Services, LLC | 9,819 | $549.8K | 0.05% | +9,819 | New |
| Aventura Private Wealth, LLC | 9,925 | $555.7K | 0.24% | −200−2.0% | Reduced |
| KLCM Advisors, Inc. | 10,000 | $559.9K | 0.06% | 00.0% | Unchanged |
| Modus Advisors, LLC | 10,000 | $559.9K | 0.17% | +10,000 | New |
| Oxford Asset Management LLP | 10,079 | $564.3K | 0.19% | +10,079 | New |
| HSBC Holdings PLC | 10,275 | $568.2K | 0.00% | +10,275 | New |
| Teacher Retirement System of Texas | 10,182 | $570.1K | 0.00% | +10,182 | New |
| Ameriprise Financial Inc | 10,447 | $584.9K | 0.00% | +10,447 | New |
| Fox Hill Wealth Management | 10,471 | $586.3K | 0.30% | +10,471 | New |
| Ameritas Investment Partners, Inc. | 10,487 | $587.2K | 0.02% | +10,487 | New |
| Synovus Financial Corp | 10,525 | $589.3K | 0.01% | +10,525 | New |
| Parallel Advisors, LLC | 10,622 | $594.7K | 0.01% | −1,240−10.5% | Reduced |
| Johnson Investment Counsel Inc | 10,813 | $605.4K | 0.01% | +85+0.8% | Added |
| Leonteq Securities AG | 11,000 | $615.9K | 0.04% | −27,000−71.1% | Reduced |
| Polymer Capital Management (HK) LTD | 11,170 | $625.4K | 0.10% | +11,170 | New |
| Financial Advocates Investment Management | 11,387 | $637.6K | 0.05% | +455+4.2% | Added |
| Kaizen Financial Strategies | 11,477 | $642.6K | 0.33% | −2,043−15.1% | Reduced |
| Victory Capital Management Inc | 11,716 | $656.0K | 0.00% | −37,451−76.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,732 | $656.9K | 0.00% | +2,200+23.1% | Added |
| Balboa Wealth Partners | 11,828 | $662.3K | 0.13% | −7,132−37.6% | Reduced |
| Captrust Financial Advisors | 12,036 | $673.9K | 0.00% | +12,036 | New |
| Millennium Management LLC | 12,156 | $680.6K | 0.00% | −569,846−97.9% | Reduced |
| Palumbo Wealth Management LLC | 12,210 | $683.6K | 0.21% | +50+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,249 | $685.8K | 0.03% | +12,249 | New |
| SLT Holdings LLC | 12,325 | $690.1K | 0.51% | +12,325 | New |
| Algert Global LLC | 12,430 | $696.0K | 0.01% | +12,430 | New |
| Per Stirling Capital Management, LLC. | 12,557 | $703.1K | 0.09% | +2,715+27.6% | Added |
| Sheets Smith Investment Management | 12,578 | $704.2K | 0.62% | +12,578 | New |
| CIBC World Markets Corp | 12,657 | $708.7K | 0.00% | +12,657 | New |
| Truist Financial Corp | 12,850 | $719.5K | 0.00% | +745+6.2% | Added |
| Moore Capital Management, LP | 13,000 | $727.9K | 0.01% | +13,000 | New |
| Wealthedge Investment Advisors, LLC | 13,173 | $737.6K | 0.31% | +13,173 | New |
| Prudential Financial Inc | 13,190 | $738.5K | 0.00% | +13,190 | New |
| Park Avenue Securities LLC | 13,533 | $758.0K | 0.01% | −3,750−21.7% | Reduced |
| BayBridge Capital Group, LLC | 13,734 | $769.0K | 0.49% | −106−0.8% | Reduced |
| Janney Montgomery Scott LLC | 14,339 | $803.0K | 0.00% | +2,106+17.2% | Added |
| Newbridge Financial Services Group, Inc. | 14,362 | $804.1K | 0.13% | +6,712+87.7% | Added |
| Peapack Gladstone Financial Corp | 14,425 | $808.0K | 0.01% | −1,400−8.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,490 | $811.3K | 0.00% | −2,810−16.2% | Reduced |
| Wolverine Trading, LLC | 14,946 | $825.9K | 0.02% | −17,098−53.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,776 | $827.3K | 0.01% | +3,437+30.3% | Added |
| Engineers Gate Manager LP | 14,880 | $833.1K | 0.01% | +14,880 | New |
| Lisanti Capital Growth, LLC | 14,970 | $838.2K | 0.23% | +14,970 | New |
| JW Asset Management, LLC | 15,000 | $839.9K | 0.41% | 00.0% | Unchanged |
| CWM, LLC | 15,072 | $844.0K | 0.00% | +10,092+202.7% | Added |
| Symmetry Investments LP | 15,200 | $851.0K | 0.07% | +15,200 | New |
| KLP Kapitalforvaltning AS | 15,500 | $867.8K | 0.00% | +3,400+28.1% | Added |
| Bank of Montreal | 15,628 | $875.0K | 0.00% | −130−0.8% | Reduced |
| Change Path, LLC | 15,688 | $878.4K | 0.02% | +1,654+11.8% | Added |
| Mairs & Power Inc | 15,971 | $894.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 16,114 | $902.2K | 0.01% | +5,513+52.0% | Added |
| GWM Advisors LLC | 16,636 | $931.5K | 0.00% | +964+6.2% | Added |
| StoneCrest Wealth Management, Inc. | 16,847 | $943.3K | 0.45% | +795+5.0% | Added |
| Kovack Advisors, Inc. | 16,852 | $943.5K | 0.09% | +16,852 | New |
| Boothbay Fund Management, LLC | 16,931 | $948.0K | 0.03% | +16,931 | New |
| Banque Cantonale Vaudoise | 17,217 | $964.0K | 0.04% | +10,323+149.7% | Added |
| Joule Financial, LLC | 17,228 | $964.6K | 0.31% | −218−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 17,252 | $965.9K | 0.01% | +1,593+10.2% | Added |
| SkyView Investment Advisors, LLC | 17,500 | $980.0K | 0.14% | −82,500−82.5% | Reduced |