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, Q4 2025
Institutional positions in Oklo Inc. as of Dec 31, 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
- 683
- +53 vs. Q3 2025
- Shares held
- 74.8M
- +10.1M (+15.5%) vs. Q3 2025
- Total value
- $5.37B
- −$1.85B (−25.7%) vs. Q3 2025
- New holders
- 190
- 231 more added
- Sold out
- 137
- 196 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oklo Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northbridge Financial Group, LLC | 5,000 | $358.8K | 0.16% | +5,000 | New |
| Warberg Asset Management LLC | 5,000 | $358.9K | 0.11% | +5,000 | New |
| World Equity Group, Inc. | 5,004 | $359.1K | 0.10% | +94+1.9% | Added |
| Keystone Investors Pte Ltd | 5,030 | $361.0K | 0.03% | +5,030 | New |
| Banque Cantonale Vaudoise | 5,024 | $361.0K | 0.01% | −9,813−66.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,153 | $369.8K | 0.13% | +4,349+540.9% | Added |
| Total Wealth Planning & Management, Inc. | 5,175 | $371.4K | 0.29% | +5,175 | New |
| Formidable Asset Management, LLC | 3,334 | $372.2K | 0.05% | +3,334 | New |
| Means Investment Co., Inc. | 5,200 | $373.2K | 0.03% | −579−10.0% | Reduced |
| Gainplan LLC | 5,206 | $373.6K | 0.14% | +404+8.4% | Added |
| Sheets Smith Wealth Management | 5,314 | $381.3K | 0.04% | +36+0.7% | Added |
| Essex LLC | 5,354 | $384.2K | 0.07% | +854+19.0% | Added |
| Circle Wealth Management, LLC | 5,396 | $387.2K | 0.01% | +35+0.7% | Added |
| Apollon Wealth Management, LLC | 5,426 | $389.4K | 0.01% | +629+13.1% | Added |
| IF Advisors, LLC | 5,493 | $394.2K | 0.32% | +5,493 | New |
| REX Advisers, LLC | 5,500 | $394.7K | 4.92% | +5,500 | New |
| Insigneo Advisory Services, LLC | 5,509 | $395.3K | 0.03% | +480+9.5% | Added |
| Guggenheim Capital LLC | 5,556 | $398.7K | 0.00% | −1,163−17.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,562 | $399.0K | 0.00% | +5,562 | New |
| Verition Fund Management LLC | 5,580 | $400.4K | 0.00% | −19,158−77.4% | Reduced |
| Strategic Blueprint, LLC | 5,644 | $405.0K | 0.02% | −4,513−44.4% | Reduced |
| First National Trust Co | 5,650 | $405.4K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,665 | $406.5K | 0.01% | +3,538+166.3% | Added |
| IHT Wealth Management, LLC | 5,738 | $411.9K | 0.01% | +733+14.6% | Added |
| Johnson Investment Counsel Inc | 5,742 | $412.0K | 0.00% | −3,067−34.8% | Reduced |
| Coastal Bridge Advisors, LLC | 5,759 | $413.3K | 0.03% | +536+10.3% | Added |
| Matisse Capital | 5,800 | $416.2K | 0.19% | −14−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 5,807 | $416.7K | 0.00% | +3,990+219.6% | Added |
| CIBC Private Wealth Group, LLC | 5,809 | $416.9K | 0.00% | +1,858+47.0% | Added |
| Prestige Wealth Management Group LLC | 5,812 | $417.1K | 0.08% | −1,254−17.7% | Reduced |
| BayBridge Capital Group, LLC | 5,825 | $418.0K | 0.26% | −2,600−30.9% | Reduced |
| Gulf International Bank (UK) Ltd | 5,876 | $422.0K | 0.01% | +5,876 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,945 | $426.6K | 0.05% | +1,530+34.7% | Added |
| Stephens Consulting, LLC | 6,000 | $430.6K | 0.14% | +5,000+500.0% | Added |
| Private Wealth Partners, LLC | 6,000 | $430.6K | 0.03% | +6,000 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,024 | $432.3K | 0.03% | +2,251+59.7% | Added |
| Acropolis Investment Management, LLC | 6,067 | $435.4K | 0.02% | +310+5.4% | Added |
| Plancorp, LLC | 6,089 | $436.9K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,199 | $444.8K | 0.01% | +6,199 | New |
| Vontobel Holding Ltd. | 6,257 | $449.0K | 0.00% | +2,797+80.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,270 | $449.9K | 0.02% | +2,706+75.9% | Added |
| Focus Financial Network, Inc. | 6,295 | $451.7K | 0.02% | +2,832+81.8% | Added |
| Independent Advisor Alliance | 6,325 | $453.9K | 0.01% | −2,863−31.2% | Reduced |
| D.A. Davidson & Co. | 6,406 | $459.7K | 0.00% | +6,406 | New |
| Sara-Bay Financial | 6,450 | $461.9K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,484 | $465.3K | 0.01% | +832+14.7% | Added |
| Darden Wealth Group Inc | 6,538 | $469.2K | 0.23% | +402+6.6% | Added |
| Palumbo Wealth Management LLC | 6,607 | $474.1K | 0.12% | +2,715+69.8% | Added |
| First Business Financial Services, Inc. | 6,650 | $477.2K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,735 | $483.3K | 0.17% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 6,804 | $488.3K | 0.03% | +6,804 | New |
| CIBC Asset Management Inc | 6,814 | $489.0K | 0.00% | +3,036+80.4% | Added |
| Empowered Funds, LLC | 6,887 | $494.2K | 0.01% | −2,000−22.5% | Reduced |
| Lido Advisors, LLC | 5,409 | $494.8K | 0.00% | +2,635+95.0% | Added |
| Magnetar Financial LLC | 6,949 | $498.7K | 0.00% | +2,994+75.7% | Added |
| Sigma Planning Corp | 7,175 | $514.9K | 0.01% | +2,611+57.2% | Added |
| Diversify Wealth Management, LLC | 5,410 | $525.3K | 0.02% | +91+1.7% | Added |
| Advisors Asset Management, Inc. | 7,399 | $531.0K | 0.01% | +1,863+33.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,829 | $531.3K | 0.00% | +1,867+37.6% | Added |
| Investment Management Corp of Ontario | 7,497 | $538.0K | 0.01% | +7,497 | New |
| We Are One Seven, LLC | 7,498 | $538.1K | 0.01% | −9,317−55.4% | Reduced |
| RSM US Wealth Management LLC | 7,619 | $545.7K | 0.01% | −842−10.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,681 | $551.2K | 0.03% | +361+4.9% | Added |
| Oxford Asset Management LLP | 7,728 | $554.6K | 0.20% | +4,544+142.7% | Added |
| Quantum Private Wealth, LLC | 7,750 | $556.1K | 0.16% | +700+9.9% | Added |
| Adams Wealth Management | 7,797 | $561.2K | 0.12% | 00.0% | Unchanged |
| CacheTech Inc. | 7,797 | $561.2K | 0.10% | 00.0% | Unchanged |
| Joule Financial, LLC | 7,831 | $562.0K | 0.17% | −519−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,854 | $563.6K | 0.00% | +7,854 | New |
| Jennison Associates LLC | 7,877 | $565.3K | 0.00% | −296−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,887 | $566.0K | 0.00% | +5,949+307.0% | Added |
| Flagship Harbor Advisors, LLC | 7,899 | $566.8K | 0.03% | −3,068−28.0% | Reduced |
| Mission Wealth Management, LP | 7,924 | $568.6K | 0.01% | −14−0.2% | Reduced |
| Carlson Financial, Inc. | 7,956 | $570.9K | 0.33% | +7,956 | New |
| Blueshift Asset Management, LLC | 7,973 | $572.1K | 0.17% | +3,616+83.0% | Added |
| Bensler, LLC | 7,975 | $572.3K | 0.06% | −420−5.0% | Reduced |
| Legacy Advisors, LLC | 8,003 | $574.3K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,004 | $574.3K | 0.01% | −592−6.9% | Reduced |
| Themes Management Co LLC | 8,046 | $577.4K | 0.46% | +8,046 | New |
| Secure Asset Management, LLC | 8,120 | $582.7K | 0.09% | −27,003−76.9% | Reduced |
| Mosley Wealth Management | 4,325 | $582.9K | 0.27% | +4,325 | New |
| US Bancorp | 8,198 | $588.3K | 0.00% | +1,056+14.8% | Added |
| Snowden Capital Advisors LLC | 8,235 | $590.9K | 0.02% | +1,616+24.4% | Added |
| Kaizen Financial Strategies | 8,242 | $591.4K | 0.26% | −495−5.7% | Reduced |
| Accordant Advisory Group Inc | 8,300 | $595.6K | 0.41% | −9,356−53.0% | Reduced |
| Orion Investment Co | 8,303 | $595.8K | 0.18% | −125−1.5% | Reduced |
| Summit Financial, LLC | 8,412 | $603.6K | 0.01% | −996−10.6% | Reduced |
| Allstate Corp | 8,421 | $604.3K | 0.01% | +8,421 | New |
| Steward Partners Investment Advisory, LLC | 8,465 | $607.4K | 0.00% | −574−6.4% | Reduced |
| Wealthfront Advisers LLC | 8,778 | $629.9K | 0.00% | +914+11.6% | Added |
| Quantinno Capital Management LP | 8,885 | $637.7K | 0.00% | +6,439+263.2% | Added |
| Nations Financial Group Inc, | 8,902 | $638.8K | 0.03% | +936+11.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,922 | $640.3K | 0.02% | −95−1.1% | Reduced |
| Parallel Advisors, LLC | 8,953 | $642.5K | 0.01% | −656−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 8,980 | $644.4K | 0.02% | −201−2.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 8,992 | $645.3K | 0.00% | +8,992 | New |
| Stiles Financial Services Inc | 9,047 | $649.2K | 0.20% | +4,317+91.3% | Added |
| JustInvest LLC | 9,095 | $652.7K | 0.01% | +2,745+43.2% | Added |
| Caption Management, LLC | 9,200 | $660.2K | 0.03% | −19,820−68.3% | Reduced |
| Aventura Private Wealth, LLC | 9,274 | $665.5K | 0.24% | −708−7.1% | Reduced |