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 19 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 2026
Institutional positions in Oklo Inc. as of Jun 30, 2026. 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
- 673
- +3 vs. Q1 2026
- Shares held
- 81.7M
- −7.56M (−8.5%) vs. Q1 2026
- Total value
- $4.27B
- −$159.6M (−3.6%) vs. Q1 2026
- New holders
- 126
- 260 more added
- Sold out
- 123
- 175 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Oklo Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 157 | $8.22K | 0.00% | +157 | New |
| Continuum Advisory, LLC | 161 | $8.41K | 0.00% | +161 | New |
| Private Trust Co NA | 166 | $8.69K | 0.00% | +32+23.9% | Added |
| Financial Management Professionals, Inc. | 166 | $8.69K | 0.00% | +166 | New |
| Fedenia Advisers LLC | 175 | $9.16K | 0.00% | +175 | New |
| Compass Financial Management LLC | 190 | $9.21K | 0.00% | +190 | New |
| ORG Wealth Partners, LLC | 181 | $9.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 188 | $9.84K | 0.00% | +188 | New |
| Action Point Financial Planning, LLC | 192 | $9.94K | 0.00% | +192 | New |
| Capital Analysts, LLC | 193 | $10.0K | 0.00% | +193 | New |
| Hurley Capital, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 200 | $10.5K | 0.01% | +200 | New |
| Strive Financial Group ,LLC | 209 | $10.9K | 0.00% | +14+7.2% | Added |
| Allianz SE | 221 | $11.6K | 0.00% | +221 | New |
| Strategic Investment Solutions, Inc. | 222 | $11.6K | 0.00% | +30+15.6% | Added |
| Hantz Financial Services, Inc. | 225 | $12.0K | 0.00% | −12−5.1% | Reduced |
| Basecamp Wealth Advisors LLC | 232 | $12.1K | 0.00% | −19−7.6% | Reduced |
| Oakworth Capital, Inc. | 233 | $12.2K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 235 | $12.3K | 0.01% | +235 | New |
| Hilton Head Capital Partners, LLC | 240 | $12.6K | 0.01% | −100−29.4% | Reduced |
| Lodestone Wealth Management LLC | 240 | $12.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 254 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 276 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 265 | $14.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 274 | $14.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 278 | $14.5K | 0.00% | +278 | New |
| Stance Capital LLC | 292 | $15.3K | 0.00% | +292 | New |
| Pinnacle Wealth Planning Services, Inc. | 300 | $15.7K | 0.00% | −852−74.0% | Reduced |
| Planning Strategies Inc. | 300 | $15.7K | 0.01% | +300 | New |
| Bryn Mawr Trust Co | 318 | $16.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 332 | $17.4K | 0.01% | +1+0.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 333 | $17.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 349 | $18.3K | 0.00% | −118−25.3% | Reduced |
| Ares Financial Consulting, LLC | 350 | $18.3K | 0.01% | −26−6.9% | Reduced |
| NBH Bank | 350 | $18.3K | 0.01% | +350 | New |
| Truvestments Capital LLC | 355 | $18.6K | 0.00% | +355 | New |
| Westside Investment Management, Inc. | 370 | $19.4K | 0.00% | +210+131.3% | Added |
| TD Waterhouse Canada Inc. | 374 | $19.6K | 0.00% | −354−48.6% | Reduced |
| Front Row Advisors LLC | 425 | $20.0K | 0.01% | +75+21.4% | Added |
| Noble Wealth Management PBC | 400 | $20.9K | 0.01% | −200−33.3% | Reduced |
| NVWM, LLC | 407 | $21.3K | 0.00% | −203−33.3% | Reduced |
| Clearstead Advisors, LLC | 407 | $21.3K | 0.00% | +355+682.7% | Added |
| Purpose Unlimited Inc. | 423 | $22.1K | 0.00% | +423 | New |
| Old Second National Bank of Aurora | 425 | $22.2K | 0.00% | +425 | New |
| Gilpin Wealth Management, LLC | 435 | $22.8K | 0.02% | −65−13.0% | Reduced |
| Manchester Capital Management LLC | 437 | $22.9K | 0.00% | +7+1.6% | Added |
| N.E.W. Advisory Services LLC | 450 | $23.5K | 0.00% | +10+2.3% | Added |
| Sittner & Nelson, LLC | 450 | $23.5K | 0.01% | +300+200.0% | Added |
| Ronald Blue Trust, Inc. | 460 | $24.1K | 0.00% | +61+15.3% | Added |
| Centiva Capital, LP | 462 | $24.2K | 0.00% | +462 | New |
| Los Angeles Capital Management LLC | 486 | $25.4K | 0.00% | −4,076−89.3% | Reduced |
| Asset Management One Co.,Ltd. | 488 | $25.5K | 0.00% | −43,155−98.9% | Reduced |
| TFC Financial Management | 495 | $25.9K | 0.00% | +370+296.0% | Added |
| Macquarie Group Ltd | 498 | $26.1K | 0.00% | −339−40.5% | Reduced |
| Solstein Capital, LLC | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $26.2K | 0.00% | +134+36.6% | Added |
| Alliance Wealth Advisors, LLC | 500 | $26.2K | 0.01% | +500 | New |
| WPG Advisers, LLC | 500 | $26.2K | 0.02% | +500 | New |
| Cornerstone National Bank & Trust Co | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 525 | $27.5K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 535 | $28.0K | 0.01% | +385+256.7% | Added |
| EverSource Wealth Advisors, LLC | 551 | $28.8K | 0.00% | +318+136.5% | Added |
| SJS Investment Consulting Inc. | 569 | $29.8K | 0.00% | +301+112.3% | Added |
| Strategic Advocates LLC | 596 | $31.2K | 0.12% | −190−24.2% | Reduced |
| Highline Wealth Partners LLC | 598 | $31.3K | 0.01% | +598 | New |
| CrossGen Wealth, LLC | 628 | $32.9K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 629 | $32.9K | 0.01% | +50+8.6% | Added |
| Ameriflex Group, Inc. | 630 | $33.0K | 0.01% | −150−19.2% | Reduced |
| NBC Securities, Inc. | 650 | $34.0K | 0.00% | +450+225.0% | Added |
| Comprehensive Financial Planning, Inc. | 665 | $34.8K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 671 | $35.1K | 0.01% | −33−4.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 676 | $35.4K | 0.01% | +60+9.7% | Added |
| Consultiva Wealth Management, Corp. | 725 | $37.9K | 0.09% | +100+16.0% | Added |
| Salem Investment Counselors Inc | 750 | $39.2K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 765 | $40.0K | 0.01% | +765 | New |
| Financial Consulate, Inc | 800 | $41.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 821 | $43.0K | 0.00% | +821 | New |
| Vision Retirement, LLC | 913 | $47.8K | 0.01% | +72+8.6% | Added |
| Mosley Wealth Management | 925 | $48.4K | 0.02% | −3,455−78.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 940 | $49.2K | 0.00% | −25−2.6% | Reduced |
| Fulcrum Asset Management LLP | 972 | $51.3K | 0.01% | +972 | New |
| FNY Investment Advisers, LLC | 1,000 | $52.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,000 | $52.3K | 0.01% | −2,500−71.4% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 1,000 | $52.3K | 0.02% | +250+33.3% | Added |
| Archer Investment Corp | 1,000 | $52.3K | 0.01% | +950+1,900.0% | Added |
| David R. Rahn & Associates Inc. | 1,000 | $52.3K | 0.01% | +1,000 | New |
| Stone House Investment Management, LLC | 1,028 | $53.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,086 | $56.8K | 0.00% | +82+8.2% | Added |
| Rossby Financial, LCC | 1,100 | $57.6K | 0.01% | +300+37.5% | Added |
| Huntington National Bank | 1,137 | $59.5K | 0.00% | +885+351.2% | Added |
| SOA Wealth Advisors, LLC. | 1,148 | $60.1K | 0.01% | +25+2.2% | Added |
| Eurizon Capital SGR S.p.A. | 1,147 | $60.6K | 0.00% | −11,529−91.0% | Reduced |
| Umb Bank N A | 1,161 | $60.8K | 0.00% | +11+1.0% | Added |
| Hollencrest Capital Management | 1,178 | $61.6K | 0.00% | +352+42.6% | Added |
| Brown Brothers Harriman & Co | 1,221 | $63.9K | 0.00% | +378+44.8% | Added |