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 22 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, Q3 2025
Institutional positions in Oklo Inc. as of Sep 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
- 640
- +163 vs. Q2 2025
- Shares held
- 64.9M
- +10.8M (+19.9%) vs. Q2 2025
- Total value
- $7.24B
- +$4.21B (+138.9%) vs. Q2 2025
- New holders
- 231
- 208 more added
- Sold out
- 68
- 150 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Oklo Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,585 | $288.6K | 0.00% | +238+10.1% | Added |
| Parkside Financial Bank & Trust | 2,622 | $292.7K | 0.02% | +94+3.7% | Added |
| CIBC World Markets Inc. | 2,623 | $292.8K | 0.00% | +2,623 | New |
| Skylands Capital, LLC | 2,631 | $293.7K | 0.04% | +1,631+163.1% | Added |
| TD Waterhouse Canada Inc. | 2,561 | $297.0K | 0.00% | +2,350+1,113.7% | Added |
| LeConte Wealth Management, LLC | 2,681 | $299.3K | 0.20% | +2,681 | New |
| M&T Bank Corp | 2,693 | $301.1K | 0.00% | +2,693 | New |
| Harbour Capital Advisors, LLC | 2,250 | $301.8K | 0.06% | +2,250 | New |
| GoalFusion Wealth Management, LLC | 2,705 | $302.0K | 0.14% | +2,705 | New |
| David Loasby | 2,252 | $302.0K | 0.02% | +2,252 | New |
| Marietta Wealth Management, LLC | 2,730 | $304.8K | 0.04% | +2,730 | New |
| Pensionmark Financial Group, LLC | 2,756 | $307.7K | 0.01% | +2,756 | New |
| Lido Advisors, LLC | 2,774 | $309.7K | 0.00% | −1,266−31.3% | Reduced |
| 360 Financial, Inc. | 2,775 | $309.8K | 0.10% | −1,600−36.6% | Reduced |
| Clarus Wealth Advisors | 2,442 | $311.0K | 0.14% | +2,442 | New |
| Northwestern Mutual Wealth Management Co | 2,800 | $312.6K | 0.00% | +174+6.6% | Added |
| Atlantic Union Bankshares Corp | 2,841 | $317.2K | 0.01% | −396−12.2% | Reduced |
| Caisse des Depots Et Consignations | 2,874 | $320.8K | 0.01% | +2,874 | New |
| Acropolis Investment Management, LLC | 5,757 | $322.3K | 0.02% | +2,125+58.5% | Added |
| Camarda Financial Advisors, LLC | 2,893 | $322.9K | 0.12% | −720−19.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,900 | $323.7K | 0.05% | +2,900 | New |
| Integrated Wealth Concepts LLC | 2,907 | $324.5K | 0.00% | −1,070−26.9% | Reduced |
| WSFS Capital Management, LLC | 2,909 | $324.7K | 0.02% | +2,909 | New |
| KBC Group NV | 2,926 | $327.0K | 0.00% | +1,077+58.2% | Added |
| IPG Investment Advisors LLC | 2,950 | $329.3K | 0.06% | +2,950 | New |
| Patten Group, Inc. | 2,961 | $330.5K | 0.06% | +2,961 | New |
| Himension Fund | 2,997 | $334.6K | 0.02% | +2,997 | New |
| Compagnie Lombard Odier SCmA | 3,000 | $334.9K | 0.00% | +3,000 | New |
| Mesirow Financial Investment Management, Inc. | 3,010 | $336.0K | 0.01% | +3,010 | New |
| Wealthstar Advisors, LLC | 3,044 | $339.8K | 0.13% | +3,044 | New |
| Quest Partners LLC | 3,090 | $344.9K | 0.02% | −3,650−54.2% | Reduced |
| Quaker Wealth Management, LLC | 3,100 | $346.1K | 0.11% | +17+0.6% | Added |
| Everence Capital Management Inc | 3,140 | $351.0K | 0.02% | +3,140 | New |
| International Assets Investment Management, LLC | 6,860 | $354.9K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,180 | $355.0K | 0.30% | +3,180 | New |
| Oxford Asset Management LLP | 3,184 | $355.4K | 0.12% | −6,895−68.4% | Reduced |
| RMB Capital Management, LLC | 3,209 | $358.2K | 0.01% | −2,117−39.7% | Reduced |
| Almanack Investment Partners, LLC. | 3,257 | $363.6K | 0.06% | +3,257 | New |
| MAI Capital Management | 3,295 | $367.8K | 0.00% | +2,493+310.8% | Added |
| McGuire Investment Group, LLC | 3,313 | $369.8K | 0.04% | +3,313 | New |
| Noble Wealth Management PBC | 3,400 | $379.5K | 0.20% | +3,400 | New |
| Red Door Wealth Management, LLC | 3,410 | $380.7K | 0.04% | +3,410 | New |
| Vontobel Holding Ltd. | 3,460 | $386.2K | 0.00% | +3,460 | New |
| Focus Financial Network, Inc. | 3,463 | $386.6K | 0.01% | +3,463 | New |
| PDS Planning, Inc | 3,492 | $389.8K | 0.03% | +3,492 | New |
| Owen LaRue, LLC | 3,500 | $390.7K | 0.15% | +3,500 | New |
| Amalgamated Bank | 3,508 | $392.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 3,525 | $393.5K | 0.17% | +3,525 | New |
| Petredis Investment Advisors LLC | 3,530 | $394.1K | 0.03% | +3,530 | New |
| Pathstone Holdings, LLC | 3,542 | $395.4K | 0.00% | +3,542 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,564 | $397.8K | 0.01% | −38−1.1% | Reduced |
| Global Retirement Partners, LLC | 3,589 | $400.6K | 0.01% | +929+34.9% | Added |
| Cornerstone Capital, Inc. | 3,625 | $404.7K | 0.04% | −900−19.9% | Reduced |
| Warren Averett Asset Management, LLC | 3,665 | $409.1K | 0.00% | +3,665 | New |
| Glenmede Investment Management, LP | 3,709 | $414.0K | 0.00% | +3,709 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,773 | $421.2K | 0.02% | −1,332−26.1% | Reduced |
| CIBC Asset Management Inc | 3,778 | $421.7K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,802 | $424.4K | 0.06% | +210+5.8% | Added |
| Gladstone Institutional Advisory LLC | 3,802 | $424.4K | 0.02% | −4,625−54.9% | Reduced |
| High Net Worth Advisory Group LLC | 3,812 | $425.5K | 0.10% | −82−2.1% | Reduced |
| MGO Private Wealth, LLC | 3,838 | $428.4K | 0.26% | +3,838 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,872 | $432.2K | 0.01% | −12−0.3% | Reduced |
| Brookstone Capital Management | 3,873 | $432.3K | 0.01% | +3,873 | New |
| WBI Investments | 3,876 | $432.7K | 0.11% | +3,876 | New |
| Palumbo Wealth Management LLC | 3,892 | $434.5K | 0.14% | −8,318−68.1% | Reduced |
| Pacitti Group Inc. | 3,917 | $437.3K | 0.17% | +3,917 | New |
| CIBC Private Wealth Group, LLC | 3,951 | $441.1K | 0.00% | +1,852+88.2% | Added |
| Magnetar Financial LLC | 3,955 | $441.5K | 0.00% | +3,955 | New |
| Arete Wealth Advisors, LLC | 3,990 | $445.0K | 0.03% | +3,990 | New |
| Apexium Financial, LP | 4,000 | $446.5K | 0.02% | +225+6.0% | Added |
| Legato Capital Management LLC | 4,047 | $451.8K | 0.05% | +4,047 | New |
| IFG Advisory, LLC | 4,071 | $454.4K | 0.02% | +356+9.6% | Added |
| Catalytic Wealth RIA, LLC | 4,124 | $460.4K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,979 | $463.6K | 0.03% | +3,979 | New |
| Flputnam Investment Management Co | 4,205 | $469.4K | 0.01% | −2,995−41.6% | Reduced |
| Counterpoint Mutual Funds LLC | 4,213 | $470.3K | 0.04% | +4,213 | New |
| Accurate Wealth Management, LLC | 2,737 | $476.6K | 0.06% | +2,737 | New |
| Dynamic Advisor Solutions LLC | 4,305 | $480.6K | 0.01% | +4,305 | New |
| O'Shaughnessy Asset Management, LLC | 4,314 | $481.6K | 0.00% | +4,314 | New |
| Money Concepts Capital Corp | 4,318 | $482.0K | 0.03% | +4,318 | New |
| Howard Financial Services, Ltd. | 4,333 | $483.7K | 0.06% | +158+3.8% | Added |
| Commerce Bank | 4,346 | $485.1K | 0.00% | +4,346 | New |
| Blueshift Asset Management, LLC | 4,357 | $486.4K | 0.15% | +4,357 | New |
| Wolff Wiese Magana LLC | 4,360 | $486.7K | 0.28% | +169+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,415 | $492.8K | 0.06% | +4,415 | New |
| Meriwether Wealth & Planning, LLC | 4,425 | $494.0K | 0.29% | +310+7.5% | Added |
| Evanson Asset Management, LLC | 4,438 | $495.4K | 0.03% | +4,438 | New |
| Essex LLC | 4,500 | $502.3K | 0.09% | −130−2.8% | Reduced |
| Belpointe Asset Management LLC | 4,521 | $504.7K | 0.02% | +4,521 | New |
| Sigma Planning Corp | 4,564 | $509.5K | 0.01% | +4,564 | New |
| Moneta Group Investment Advisors LLC | 4,568 | $509.9K | 0.00% | +377+9.0% | Added |
| Entropy Technologies, LP | 4,576 | $510.8K | 0.04% | −5,036−52.4% | Reduced |
| Inscription Capital, LLC | 4,588 | $512.2K | 0.06% | −920−16.7% | Reduced |
| HBK Sorce Advisory LLC | 3,008 | $516.1K | 0.01% | +3,008 | New |
| Perennial Investment Advisors, LLC | 4,676 | $522.0K | 0.04% | +154+3.4% | Added |
| Herold Advisors, Inc. | 4,700 | $524.7K | 0.12% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,700 | $524.7K | 0.19% | +200+4.4% | Added |
| Signature Wealth Management Partners, LLC | 4,714 | $526.2K | 0.28% | −2,125−31.1% | Reduced |
| Fountainhead AM, LLC | 4,715 | $526.3K | 0.07% | +4,715 | New |
| Stiles Financial Services Inc | 4,730 | $528.0K | 0.17% | +1,120+31.0% | Added |