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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 6,089 | $679.7K | 0.02% | +73+1.2% | Added |
| Main Street Financial Solutions, LLC | 6,071 | $677.7K | 0.04% | +6,071 | New |
| Diversify Wealth Management, LLC | 5,319 | $673.8K | 0.04% | +864+19.4% | Added |
| United Capital Management of KS, Inc. | 6,016 | $671.6K | 0.09% | −2,000−25.0% | Reduced |
| Cornerstone Wealth Management, LLC | 5,993 | $669.0K | 0.04% | +518+9.5% | Added |
| FNY Investment Advisers, LLC | 5,985 | $668.0K | 0.22% | +5,183+646.3% | Added |
| FORA Capital, LLC | 5,872 | $655.5K | 0.12% | −86,292−93.6% | Reduced |
| Sterling Capital Management LLC | 5,836 | $651.5K | 0.01% | +3,632+164.8% | Added |
| WealthShield Partners, LLC | 5,835 | $651.4K | 0.07% | +5,835 | New |
| HighPoint Advisor Group LLC | 5,823 | $650.0K | 0.03% | +895+18.2% | Added |
| Matisse Capital | 5,814 | $649.0K | 0.29% | +5,814 | New |
| Means Investment Co., Inc. | 5,779 | $645.2K | 0.06% | +1,318+29.5% | Added |
| Redhawk Wealth Advisors, Inc. | 5,737 | $640.4K | 0.07% | +881+18.1% | Added |
| IFP Advisors, Inc | 5,652 | $630.9K | 0.02% | +2,839+100.9% | Added |
| First National Trust Co | 5,650 | $630.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,645 | $630.2K | 0.04% | +1,362+31.8% | Added |
| SIH Partners, LLLP | 5,584 | $623.3K | 0.05% | +5,584 | New |
| Advisors Asset Management, Inc. | 5,536 | $618.0K | 0.01% | +2,189+65.4% | Added |
| Ancora Advisors, LLC | 5,485 | $612.3K | 0.01% | −325−5.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,460 | $609.5K | 0.01% | +5,460 | New |
| Circle Wealth Management, LLC | 5,361 | $598.4K | 0.01% | −659−10.9% | Reduced |
| Ameritas Advisory Services, LLC | 5,345 | $596.7K | 0.04% | −1,700−24.1% | Reduced |
| Sheets Smith Wealth Management | 5,278 | $589.2K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,254 | $586.5K | 0.03% | −5,746−52.2% | Reduced |
| Coastal Bridge Advisors, LLC | 5,223 | $583.0K | 0.04% | +223+4.5% | Added |
| Macquarie Group Ltd | 5,173 | $577.5K | 0.00% | +2,360+83.9% | Added |
| Mackenzie Financial Corp | 5,163 | $576.3K | 0.00% | +5,163 | New |
| Allspring Global Investments Holdings, LLC | 4,962 | $575.2K | 0.00% | +4,962 | New |
| Essex Financial Services, Inc. | 5,116 | $571.1K | 0.03% | −892−14.8% | Reduced |
| LexAurum Advisors, LLC | 5,035 | $562.1K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,029 | $561.4K | 0.04% | −4,790−48.8% | Reduced |
| IHT Wealth Management, LLC | 5,005 | $558.7K | 0.01% | −754−13.1% | 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 |
| World Equity Group, Inc. | 4,910 | $548.1K | 0.12% | −2,053−29.5% | Reduced |
| Bailard, Inc. | 4,810 | $536.9K | 0.01% | +4,810 | New |
| Spire Wealth Management | 4,803 | $536.2K | 0.02% | −390−7.5% | Reduced |
| Gainplan LLC | 4,802 | $536.0K | 0.23% | +4,802 | New |
| Apollon Wealth Management, LLC | 4,797 | $535.5K | 0.01% | +4,797 | New |
| Swiss Life Asset Management Ltd | 4,793 | $535.0K | 0.00% | +4,793 | New |
| Stiles Financial Services Inc | 4,730 | $528.0K | 0.17% | +1,120+31.0% | Added |
| Fountainhead AM, LLC | 4,715 | $526.3K | 0.07% | +4,715 | New |
| Signature Wealth Management Partners, LLC | 4,714 | $526.2K | 0.28% | −2,125−31.1% | Reduced |
| Herold Advisors, Inc. | 4,700 | $524.7K | 0.12% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,700 | $524.7K | 0.19% | +200+4.4% | Added |
| Perennial Investment Advisors, LLC | 4,676 | $522.0K | 0.04% | +154+3.4% | Added |
| HBK Sorce Advisory LLC | 3,008 | $516.1K | 0.01% | +3,008 | New |
| Inscription Capital, LLC | 4,588 | $512.2K | 0.06% | −920−16.7% | Reduced |
| Entropy Technologies, LP | 4,576 | $510.8K | 0.04% | −5,036−52.4% | Reduced |
| Moneta Group Investment Advisors LLC | 4,568 | $509.9K | 0.00% | +377+9.0% | Added |
| Sigma Planning Corp | 4,564 | $509.5K | 0.01% | +4,564 | New |
| Belpointe Asset Management LLC | 4,521 | $504.7K | 0.02% | +4,521 | New |
| Essex LLC | 4,500 | $502.3K | 0.09% | −130−2.8% | Reduced |
| Evanson Asset Management, LLC | 4,438 | $495.4K | 0.03% | +4,438 | New |
| Meriwether Wealth & Planning, LLC | 4,425 | $494.0K | 0.29% | +310+7.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,415 | $492.8K | 0.06% | +4,415 | New |
| Wolff Wiese Magana LLC | 4,360 | $486.7K | 0.28% | +169+4.0% | Added |
| Blueshift Asset Management, LLC | 4,357 | $486.4K | 0.15% | +4,357 | New |
| Commerce Bank | 4,346 | $485.1K | 0.00% | +4,346 | New |
| Howard Financial Services, Ltd. | 4,333 | $483.7K | 0.06% | +158+3.8% | Added |
| Money Concepts Capital Corp | 4,318 | $482.0K | 0.03% | +4,318 | New |
| O'Shaughnessy Asset Management, LLC | 4,314 | $481.6K | 0.00% | +4,314 | New |
| Dynamic Advisor Solutions LLC | 4,305 | $480.6K | 0.01% | +4,305 | New |
| Accurate Wealth Management, LLC | 2,737 | $476.6K | 0.06% | +2,737 | New |
| Counterpoint Mutual Funds LLC | 4,213 | $470.3K | 0.04% | +4,213 | New |
| Flputnam Investment Management Co | 4,205 | $469.4K | 0.01% | −2,995−41.6% | Reduced |
| Smartleaf Asset Management LLC | 3,979 | $463.6K | 0.03% | +3,979 | New |
| Catalytic Wealth RIA, LLC | 4,124 | $460.4K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,071 | $454.4K | 0.02% | +356+9.6% | Added |
| Legato Capital Management LLC | 4,047 | $451.8K | 0.05% | +4,047 | New |
| Apexium Financial, LP | 4,000 | $446.5K | 0.02% | +225+6.0% | Added |
| Arete Wealth Advisors, LLC | 3,990 | $445.0K | 0.03% | +3,990 | New |
| Magnetar Financial LLC | 3,955 | $441.5K | 0.00% | +3,955 | New |
| CIBC Private Wealth Group, LLC | 3,951 | $441.1K | 0.00% | +1,852+88.2% | Added |
| Pacitti Group Inc. | 3,917 | $437.3K | 0.17% | +3,917 | New |
| Palumbo Wealth Management LLC | 3,892 | $434.5K | 0.14% | −8,318−68.1% | Reduced |
| WBI Investments | 3,876 | $432.7K | 0.11% | +3,876 | New |
| Brookstone Capital Management | 3,873 | $432.3K | 0.01% | +3,873 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,872 | $432.2K | 0.01% | −12−0.3% | Reduced |
| MGO Private Wealth, LLC | 3,838 | $428.4K | 0.26% | +3,838 | New |
| High Net Worth Advisory Group LLC | 3,812 | $425.5K | 0.10% | −82−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 3,802 | $424.4K | 0.02% | −4,625−54.9% | Reduced |
| Pasadena Private Wealth, LLC | 3,802 | $424.4K | 0.06% | +210+5.8% | Added |
| CIBC Asset Management Inc | 3,778 | $421.7K | 0.00% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,773 | $421.2K | 0.02% | −1,332−26.1% | Reduced |
| Glenmede Investment Management, LP | 3,709 | $414.0K | 0.00% | +3,709 | New |
| Warren Averett Asset Management, LLC | 3,665 | $409.1K | 0.00% | +3,665 | New |
| Cornerstone Capital, Inc. | 3,625 | $404.7K | 0.04% | −900−19.9% | Reduced |
| Global Retirement Partners, LLC | 3,589 | $400.6K | 0.01% | +929+34.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,564 | $397.8K | 0.01% | −38−1.1% | Reduced |
| Pathstone Holdings, LLC | 3,542 | $395.4K | 0.00% | +3,542 | New |
| Petredis Investment Advisors LLC | 3,530 | $394.1K | 0.03% | +3,530 | New |
| Fiduciary Wealth Partners, LLC | 3,525 | $393.5K | 0.17% | +3,525 | New |
| Amalgamated Bank | 3,508 | $392.0K | 0.00% | 00.0% | Unchanged |
| Owen LaRue, LLC | 3,500 | $390.7K | 0.15% | +3,500 | New |
| PDS Planning, Inc | 3,492 | $389.8K | 0.03% | +3,492 | New |
| Focus Financial Network, Inc. | 3,463 | $386.6K | 0.01% | +3,463 | New |
| Vontobel Holding Ltd. | 3,460 | $386.2K | 0.00% | +3,460 | New |
| Red Door Wealth Management, LLC | 3,410 | $380.7K | 0.04% | +3,410 | New |
| Noble Wealth Management PBC | 3,400 | $379.5K | 0.20% | +3,400 | New |