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, 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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,490 | $811.3K | 0.00% | −2,810−16.2% | Reduced |
| Peapack Gladstone Financial Corp | 14,425 | $808.0K | 0.01% | −1,400−8.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 14,362 | $804.1K | 0.13% | +6,712+87.7% | Added |
| Janney Montgomery Scott LLC | 14,339 | $803.0K | 0.00% | +2,106+17.2% | Added |
| BayBridge Capital Group, LLC | 13,734 | $769.0K | 0.49% | −106−0.8% | Reduced |
| Park Avenue Securities LLC | 13,533 | $758.0K | 0.01% | −3,750−21.7% | Reduced |
| Prudential Financial Inc | 13,190 | $738.5K | 0.00% | +13,190 | New |
| Wealthedge Investment Advisors, LLC | 13,173 | $737.6K | 0.31% | +13,173 | New |
| Moore Capital Management, LP | 13,000 | $727.9K | 0.01% | +13,000 | New |
| Truist Financial Corp | 12,850 | $719.5K | 0.00% | +745+6.2% | Added |
| CIBC World Markets Corp | 12,657 | $708.7K | 0.00% | +12,657 | New |
| Sheets Smith Investment Management | 12,578 | $704.2K | 0.62% | +12,578 | New |
| Per Stirling Capital Management, LLC. | 12,557 | $703.1K | 0.09% | +2,715+27.6% | Added |
| Algert Global LLC | 12,430 | $696.0K | 0.01% | +12,430 | New |
| SLT Holdings LLC | 12,325 | $690.1K | 0.51% | +12,325 | New |
| Hennion & Walsh Asset Management, Inc. | 12,249 | $685.8K | 0.03% | +12,249 | New |
| Palumbo Wealth Management LLC | 12,210 | $683.6K | 0.21% | +50+0.4% | Added |
| Millennium Management LLC | 12,156 | $680.6K | 0.00% | −569,846−97.9% | Reduced |
| Captrust Financial Advisors | 12,036 | $673.9K | 0.00% | +12,036 | New |
| Balboa Wealth Partners | 11,828 | $662.3K | 0.13% | −7,132−37.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,732 | $656.9K | 0.00% | +2,200+23.1% | Added |
| Victory Capital Management Inc | 11,716 | $656.0K | 0.00% | −37,451−76.2% | Reduced |
| Kaizen Financial Strategies | 11,477 | $642.6K | 0.33% | −2,043−15.1% | Reduced |
| Financial Advocates Investment Management | 11,387 | $637.6K | 0.05% | +455+4.2% | Added |
| Polymer Capital Management (HK) LTD | 11,170 | $625.4K | 0.10% | +11,170 | New |
| Leonteq Securities AG | 11,000 | $615.9K | 0.04% | −27,000−71.1% | Reduced |
| Johnson Investment Counsel Inc | 10,813 | $605.4K | 0.01% | +85+0.8% | Added |
| Parallel Advisors, LLC | 10,622 | $594.7K | 0.01% | −1,240−10.5% | Reduced |
| Synovus Financial Corp | 10,525 | $589.3K | 0.01% | +10,525 | New |
| Ameritas Investment Partners, Inc. | 10,487 | $587.2K | 0.02% | +10,487 | New |
| Fox Hill Wealth Management | 10,471 | $586.3K | 0.30% | +10,471 | New |
| Ameriprise Financial Inc | 10,447 | $584.9K | 0.00% | +10,447 | New |
| Teacher Retirement System of Texas | 10,182 | $570.1K | 0.00% | +10,182 | New |
| HSBC Holdings PLC | 10,275 | $568.2K | 0.00% | +10,275 | New |
| Oxford Asset Management LLP | 10,079 | $564.3K | 0.19% | +10,079 | New |
| KLCM Advisors, Inc. | 10,000 | $559.9K | 0.06% | 00.0% | Unchanged |
| Modus Advisors, LLC | 10,000 | $559.9K | 0.17% | +10,000 | New |
| Aventura Private Wealth, LLC | 9,925 | $555.7K | 0.24% | −200−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 9,819 | $549.8K | 0.05% | +9,819 | New |
| Morris Retirement Advisors, LLC | 9,770 | $547.0K | 0.26% | +266+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 9,635 | $539.5K | 0.00% | −1,478−13.3% | Reduced |
| Entropy Technologies, LP | 9,612 | $538.2K | 0.04% | +9,612 | New |
| Independent Advisor Alliance | 9,514 | $532.7K | 0.02% | +9,514 | New |
| The PNC Financial Services Group, Inc. | 9,405 | $526.6K | 0.00% | −971−9.4% | Reduced |
| Strategic Blueprint, LLC | 9,250 | $517.9K | 0.03% | −21−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,139 | $511.7K | 0.01% | +9,139 | New |
| GWN Securities Inc. | 8,886 | $497.5K | 0.09% | +8,886 | New |
| Foster Victor Wealth Advisors, LLC | 8,853 | $477.4K | 0.03% | +8,853 | New |
| Gladstone Institutional Advisory LLC | 8,427 | $471.8K | 0.02% | +8,427 | New |
| Empowered Funds, LLC | 8,415 | $471.2K | 0.01% | +8,415 | New |
| Independent Financial Group, LLC | 8,291 | $464.2K | 0.01% | +8,291 | New |
| Farther Finance Advisors, LLC | 8,150 | $456.3K | 0.01% | +1,396+20.7% | Added |
| Xponance, Inc. | 8,133 | $455.4K | 0.00% | +8,133 | New |
| United Capital Management of KS, Inc. | 8,016 | $448.8K | 0.07% | −1,988−19.9% | Reduced |
| AQR Capital Management LLC | 8,011 | $448.5K | 0.00% | −15,983−66.6% | Reduced |
| RSM US Wealth Management LLC | 7,946 | $444.9K | 0.01% | +7,946 | New |
| Adams Wealth Management | 7,797 | $436.5K | 0.08% | +7,797 | New |
| CacheTech Inc. | 7,797 | $436.5K | 0.08% | +7,797 | New |
| Optimize Financial Inc | 7,784 | $435.8K | 0.27% | +7,784 | New |
| Modera Wealth Management, LLC | 7,753 | $434.1K | 0.01% | +7,753 | New |
| Tower Research Capital LLC (TRC) | 7,643 | $427.9K | 0.01% | −40,297−84.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,636 | $427.5K | 0.37% | +7,636 | New |
| HBK Investments L P | 7,500 | $419.9K | 0.01% | +7,500 | New |
| Silverleafe Capital Partners, LLC | 7,210 | $403.7K | 0.14% | −2,517−25.9% | Reduced |
| Bensler, LLC | 7,205 | $403.4K | 0.05% | +7,205 | New |
| Flputnam Investment Management Co | 7,200 | $403.1K | 0.01% | +7,200 | New |
| Guggenheim Capital LLC | 7,110 | $398.1K | 0.00% | +7,110 | New |
| Principal Financial Group Inc | 7,096 | $397.3K | 0.00% | +7,096 | New |
| Ameritas Advisory Services, LLC | 7,045 | $394.4K | 0.02% | +7,045 | New |
| Kingswood Wealth Advisors, LLC | 6,992 | $391.5K | 0.03% | +6,992 | New |
| Flagship Harbor Advisors, LLC | 6,974 | $390.5K | 0.02% | +6,974 | New |
| Prestige Wealth Management Group LLC | 6,965 | $390.0K | 0.08% | +120+1.8% | Added |
| World Equity Group, Inc. | 6,963 | $389.9K | 0.11% | +6,963 | New |
| Darden Wealth Group Inc | 6,950 | $389.1K | 0.23% | +6,950 | New |
| International Assets Investment Management, LLC | 6,860 | $384.1K | 0.03% | +6,860 | New |
| Signature Wealth Management Partners, LLC | 6,839 | $382.9K | 0.22% | +6,839 | New |
| Alps Advisors Inc | 6,826 | $382.2K | 0.00% | +6,826 | New |
| Quest Partners LLC | 6,740 | $377.4K | 0.04% | +5,539+461.2% | Added |
| Powell Investment Advisors, LLC | 6,735 | $377.1K | 0.14% | +6,735 | New |
| Wealth Effects LLC | 6,710 | $375.7K | 0.14% | +6,710 | New |
| Sovereign Financial Group, Inc. | 6,675 | $373.7K | 0.08% | +6,675 | New |
| PFG Advisors | 6,397 | $358.2K | 0.02% | +6,397 | New |
| Nations Financial Group Inc, | 6,323 | $354.0K | 0.02% | +6,323 | New |
| Diversify Wealth Management, LLC | 4,455 | $349.6K | 0.02% | +4,455 | New |
| SCS Capital Management LLC | 6,241 | $349.4K | 0.00% | +6,241 | New |
| Westbourne Investments, Inc. | 6,200 | $347.1K | 0.19% | +6,200 | New |
| Dark Forest Capital Management LP | 6,132 | $343.3K | 0.01% | +6,132 | New |
| Circle Wealth Management, LLC | 6,020 | $337.1K | 0.01% | +6,020 | New |
| Plancorp, LLC | 6,016 | $336.8K | 0.01% | +6,016 | New |
| Essex Financial Services, Inc. | 6,008 | $336.4K | 0.02% | +6,008 | New |
| Crescent Grove Advisors, LLC | 5,988 | $335.3K | 0.03% | +5,988 | New |
| Envestnet Asset Management Inc | 5,870 | $328.7K | 0.00% | +5,870 | New |
| Ancora Advisors, LLC | 5,810 | $325.3K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,765 | $322.8K | 0.02% | +5,765 | New |
| US Bancorp | 5,763 | $322.7K | 0.00% | +3,331+137.0% | Added |
| IHT Wealth Management, LLC | 5,759 | $322.4K | 0.01% | +5,759 | New |
| First National Trust Co | 5,650 | $316.3K | 0.01% | +5,650 | New |
| CastleKnight Management LP | 5,600 | $313.5K | 0.02% | −29,900−84.2% | Reduced |
| Strategies Wealth Advisors, LLC | 5,596 | $313.3K | 0.03% | +5,596 | New |
| Inscription Capital, LLC | 5,508 | $308.4K | 0.04% | +5,508 | New |