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, 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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 4,793 | $535.0K | 0.00% | +4,793 | New |
| Apollon Wealth Management, LLC | 4,797 | $535.5K | 0.01% | +4,797 | New |
| Gainplan LLC | 4,802 | $536.0K | 0.23% | +4,802 | New |
| Spire Wealth Management | 4,803 | $536.2K | 0.02% | −390−7.5% | Reduced |
| Bailard, Inc. | 4,810 | $536.9K | 0.01% | +4,810 | New |
| World Equity Group, Inc. | 4,910 | $548.1K | 0.12% | −2,053−29.5% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 5,000 | $558.1K | 0.45% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,000 | $558.1K | 0.02% | +5,000 | New |
| IHT Wealth Management, LLC | 5,005 | $558.7K | 0.01% | −754−13.1% | Reduced |
| Insigneo Advisory Services, LLC | 5,029 | $561.4K | 0.04% | −4,790−48.8% | Reduced |
| LexAurum Advisors, LLC | 5,035 | $562.1K | 0.08% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,116 | $571.1K | 0.03% | −892−14.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,962 | $575.2K | 0.00% | +4,962 | New |
| Mackenzie Financial Corp | 5,163 | $576.3K | 0.00% | +5,163 | New |
| Macquarie Group Ltd | 5,173 | $577.5K | 0.00% | +2,360+83.9% | Added |
| Coastal Bridge Advisors, LLC | 5,223 | $583.0K | 0.04% | +223+4.5% | Added |
| Leonteq Securities AG | 5,254 | $586.5K | 0.03% | −5,746−52.2% | Reduced |
| Sheets Smith Wealth Management | 5,278 | $589.2K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,345 | $596.7K | 0.04% | −1,700−24.1% | Reduced |
| Circle Wealth Management, LLC | 5,361 | $598.4K | 0.01% | −659−10.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,460 | $609.5K | 0.01% | +5,460 | New |
| Ancora Advisors, LLC | 5,485 | $612.3K | 0.01% | −325−5.6% | Reduced |
| Advisors Asset Management, Inc. | 5,536 | $618.0K | 0.01% | +2,189+65.4% | Added |
| SIH Partners, LLLP | 5,584 | $623.3K | 0.05% | +5,584 | New |
| AdvisorNet Financial, Inc | 5,645 | $630.2K | 0.04% | +1,362+31.8% | Added |
| First National Trust Co | 5,650 | $630.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,652 | $630.9K | 0.02% | +2,839+100.9% | Added |
| Redhawk Wealth Advisors, Inc. | 5,737 | $640.4K | 0.07% | +881+18.1% | Added |
| Means Investment Co., Inc. | 5,779 | $645.2K | 0.06% | +1,318+29.5% | Added |
| Matisse Capital | 5,814 | $649.0K | 0.29% | +5,814 | New |
| HighPoint Advisor Group LLC | 5,823 | $650.0K | 0.03% | +895+18.2% | Added |
| WealthShield Partners, LLC | 5,835 | $651.4K | 0.07% | +5,835 | New |
| Sterling Capital Management LLC | 5,836 | $651.5K | 0.01% | +3,632+164.8% | Added |
| FORA Capital, LLC | 5,872 | $655.5K | 0.12% | −86,292−93.6% | Reduced |
| FNY Investment Advisers, LLC | 5,985 | $668.0K | 0.22% | +5,183+646.3% | Added |
| Cornerstone Wealth Management, LLC | 5,993 | $669.0K | 0.04% | +518+9.5% | Added |
| United Capital Management of KS, Inc. | 6,016 | $671.6K | 0.09% | −2,000−25.0% | Reduced |
| Diversify Wealth Management, LLC | 5,319 | $673.8K | 0.04% | +864+19.4% | Added |
| Main Street Financial Solutions, LLC | 6,071 | $677.7K | 0.04% | +6,071 | New |
| Plancorp, LLC | 6,089 | $679.7K | 0.02% | +73+1.2% | Added |
| Darden Wealth Group Inc | 6,136 | $685.0K | 0.36% | −814−11.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,140 | $685.4K | 0.00% | −11,945−66.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,348 | $708.6K | 0.07% | +5,603+752.1% | Added |
| JustInvest LLC | 6,350 | $708.9K | 0.01% | +2,538+66.6% | Added |
| Sara-Bay Financial | 6,450 | $720.0K | 0.20% | +6,450 | New |
| Brown Advisory Inc | 6,528 | $728.7K | 0.00% | +1,587+32.1% | Added |
| Equitable Holdings, Inc. | 6,570 | $733.4K | 0.01% | +6,570 | New |
| Snowden Capital Advisors LLC | 6,619 | $738.9K | 0.02% | +1,527+30.0% | Added |
| Sovereign Financial Group, Inc. | 6,631 | $740.2K | 0.14% | −44−0.7% | Reduced |
| First Business Financial Services, Inc. | 6,650 | $742.3K | 0.07% | +1,650+33.0% | Added |
| Guggenheim Capital LLC | 6,719 | $750.0K | 0.01% | −391−5.5% | Reduced |
| Powell Investment Advisors, LLC | 6,735 | $751.8K | 0.26% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 6,973 | $778.4K | 0.12% | +1,770+34.0% | Added |
| Tradition Wealth Management, LLC | 7,000 | $781.4K | 0.06% | +7,000 | New |
| Quantum Private Wealth, LLC | 7,050 | $787.0K | 0.23% | +7,050 | New |
| Prestige Wealth Management Group LLC | 7,066 | $788.8K | 0.15% | +101+1.5% | Added |
| US Bancorp | 7,142 | $797.3K | 0.00% | +1,379+23.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,320 | $817.1K | 0.05% | +328+4.7% | Added |
| Wealth Effects LLC | 7,500 | $837.2K | 0.27% | +790+11.8% | Added |
| GWN Securities Inc. | 7,676 | $856.9K | 0.20% | −1,210−13.6% | Reduced |
| Adams Wealth Management | 7,797 | $862.5K | 0.18% | 00.0% | Unchanged |
| CacheTech Inc. | 7,797 | $862.5K | 0.17% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,754 | $865.6K | 0.00% | +658+9.3% | Added |
| Wealthfront Advisers LLC | 7,864 | $877.9K | 0.00% | +7,864 | New |
| Mission Wealth Management, LP | 7,938 | $886.1K | 0.02% | −19,562−71.1% | Reduced |
| Nations Financial Group Inc, | 7,966 | $889.2K | 0.06% | +1,643+26.0% | Added |
| Legacy Advisors, LLC | 8,003 | $893.4K | 0.11% | +8,003 | New |
| Silverleafe Capital Partners, LLC | 8,119 | $906.3K | 0.28% | +909+12.6% | Added |
| Jennison Associates LLC | 8,173 | $912.4K | 0.00% | +8,173 | New |
| Ariose Capital Management Ltd | 8,329 | $929.8K | 0.31% | +8,329 | New |
| Joule Financial, LLC | 8,350 | $932.1K | 0.28% | −8,878−51.5% | Reduced |
| Kaizen Financial Strategies | 8,737 | $932.7K | 0.42% | −2,740−23.9% | Reduced |
| Bensler, LLC | 8,395 | $937.1K | 0.10% | +1,190+16.5% | Added |
| BayBridge Capital Group, LLC | 8,425 | $940.5K | 0.60% | −5,309−38.7% | Reduced |
| Orion Investment Co | 8,428 | $940.8K | 0.30% | +8,428 | New |
| RSM US Wealth Management LLC | 8,461 | $944.5K | 0.01% | +515+6.5% | Added |
| Xponance, Inc. | 8,501 | $949.0K | 0.01% | +368+4.5% | Added |
| Xcel Wealth Management, LLC | 8,588 | $958.7K | 0.25% | +8,588 | New |
| HSBC Holdings PLC | 8,749 | $972.7K | 0.00% | −1,526−14.9% | Reduced |
| Johnson Investment Counsel Inc | 8,809 | $983.3K | 0.01% | −2,004−18.5% | Reduced |
| Empowered Funds, LLC | 8,887 | $992.1K | 0.01% | +472+5.6% | Added |
| Modera Wealth Management, LLC | 8,894 | $992.8K | 0.01% | +1,141+14.7% | Added |
| BOCHK Asset Management Ltd | 9,000 | $1.00M | 0.26% | +9,000 | New |
| U.S. Capital Wealth Advisors, LLC | 9,017 | $1.01M | 0.03% | −122−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,039 | $1.01M | 0.01% | −596−6.2% | Reduced |
| Squarepoint Ops LLC | 9,053 | $1.01M | 0.00% | +9,053 | New |
| Ameritas Investment Partners, Inc. | 9,181 | $1.02M | 0.03% | −1,306−12.5% | Reduced |
| Independent Advisor Alliance | 9,188 | $1.03M | 0.03% | −326−3.4% | Reduced |
| Centaurus Financial, Inc. | 9,318 | $1.04M | 0.05% | +6,848+277.2% | Added |
| Venture Visionary Partners LLC | 9,400 | $1.05M | 0.04% | +9,400 | New |
| Summit Financial, LLC | 9,408 | $1.05M | 0.02% | +9,408 | New |
| Watts Gwilliam & Co., LLC | 9,469 | $1.06M | 0.17% | −719−7.1% | Reduced |
| Mutual Advisors, LLC | 8,596 | $1.07M | 0.02% | +4,672+119.1% | Added |
| Parallel Advisors, LLC | 9,609 | $1.07M | 0.02% | −1,013−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,790 | $1.09M | 0.00% | +6,638+210.6% | Added |
| Aventura Private Wealth, LLC | 9,982 | $1.11M | 0.41% | +57+0.6% | Added |
| KLCM Advisors, Inc. | 10,000 | $1.12M | 0.11% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,030 | $1.12M | 0.00% | +10,030 | New |
| Florida Financial Advisors, LLC | 10,052 | $1.12M | 0.35% | +10,052 | New |
| Foster Victor Wealth Advisors, LLC | 8,871 | $1.13M | 0.07% | +18+0.2% | Added |