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Oklo (OKLO) Institutional Ownership

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$72.09 -1.50 (-2.04%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$72.67 +0.58 (+0.81%)
As of 04:17 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Oklo (NYSE:OKLO)

Current
Institutional Ownership
Percentage
85.03%
Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$840.54M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$328.04M
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Skip Chart & View Institutional Buying and Selling Data

OKLO Institutional Buying and Selling by Quarter

Oklo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Centaurus Financial Inc.2,470$138K0.0%N/A0.002%
8/29/2025 Infini Capital Management Ltd5,000$280K0.2%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.5,765$323K0.0%N/A0.004%
8/19/2025 Newbridge Financial Services Group Inc.14,362$804K0.1%+87.7%0.010%
8/19/2025 Marex Group plc308,040$17.25M0.1%N/A0.209%
8/19/2025 Advisory Services Network LLC21,142$1.18M0.0%+23.5%0.014%
8/19/2025 State of Wyoming3,568$200K0.0%N/A0.002%
8/18/2025 Geneos Wealth Management Inc.37,976$2.13M0.1%+2.7%0.026%
8/16/2025 FORA Capital LLC92,164$5.16M0.6%-35.2%0.062%
8/16/2025 Evergreen Capital Management LLC25,332$1.42M0.0%+4.7%0.017%
8/16/2025 Headlands Technologies LLC167,247$9.36M1.1%-23.6%0.113%
8/15/2025 Tower Research Capital LLC TRC 7,643$428K0.0%-84.1%0.005%
8/15/2025 Firsthand Capital Management Inc.30,000$1.68M3.0%+200.0%0.020%
8/15/2025 Rakuten Securities Inc.26,121$1.46M0.6%+313.8%0.018%
8/15/2025 Corient Private Wealth LLC243,644$13.64M0.0%-10.6%0.165%
8/15/2025 Sender Co & Partners Inc.5,198$291K0.1%N/A0.004%
8/15/2025 Captrust Financial Advisors12,036$674K0.0%N/A0.008%
8/15/2025 Snowden Capital Advisors LLC5,092$285K0.0%N/A0.003%
8/15/2025 Scopus Asset Management L.P.97,813$5.48M0.1%+31.6%0.066%
8/15/2025 Oxford Asset Management LLP10,079$564K0.2%N/A0.007%
8/15/2025 MML Investors Services LLC78,221$4.38M0.0%+104.9%0.053%
8/15/2025 Moore Capital Management LP13,000$728K0.0%N/A0.009%
8/15/2025 IHT Wealth Management LLC5,759$322K0.0%N/A0.004%
8/15/2025 Engineers Gate Manager LP14,880$833K0.0%N/A0.010%
8/15/2025 Curi Capital LLC5,326$298K0.0%N/A0.004%
8/15/2025 BNP Paribas Financial Markets168,671$9.44M0.0%+35.9%0.114%
8/15/2025 Boothbay Fund Management LLC16,931$948K0.0%N/A0.011%
8/15/2025 Banque Transatlantique SA48,970$2.67M0.1%+19,488.0%0.033%
8/15/2025 Brevan Howard Capital Management LP27,226$1.52M0.0%N/A0.018%
8/15/2025 Bank of America Corp DE142,971$8.01M0.0%-34.3%0.097%
8/15/2025 Ameriprise Financial Inc.10,447$585K0.0%N/A0.007%
8/14/2025 Camarda Financial Advisors LLC3,613$202K0.1%N/A0.002%
8/14/2025 California State Teachers Retirement System63,054$3.53M0.0%+139.6%0.043%
8/14/2025 Raymond James Financial Inc.337,348$18.89M0.0%+7.2%0.229%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,133,253$231.42M0.4%-12.0%2.800%
8/14/2025 Diversify Wealth Management LLC4,455$249K0.0%N/A0.003%
8/14/2025 Peapack Gladstone Financial Corp14,425$808K0.0%-8.8%0.010%
8/14/2025 The Manufacturers Life Insurance Company 61,137$3.42M0.0%+161.7%0.041%
8/14/2025 Sei Investments Co.39,943$2.24M0.0%N/A0.027%
8/14/2025 Nebula Research & Development LLC31,209$1.75M0.1%+4.1%0.021%
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8/14/2025 Ardsley Advisory Partners LP20,000$1.12M0.1%N/A0.014%
8/14/2025 Arrow Capital Pty Ltd18,660$1.05M0.8%N/A0.013%
8/14/2025 NewEdge Advisors LLC16,636$931K0.0%+6.2%0.011%
8/14/2025 State Street Corp2,138,658$119.74M0.0%+454.5%1.449%
8/14/2025 Avenir Tech Ltd87,050$4.87M0.4%N/A0.059%
8/14/2025 Gerber Kawasaki Wealth & Investment Management3,602$202K0.0%N/A0.002%
8/14/2025 Hood River Capital Management LLC730,823$40.92M0.6%N/A0.495%
8/14/2025 Cerity Partners LLC54,079$3.03M0.0%+4.1%0.037%
8/13/2025 Per Stirling Capital Management LLC.12,557$703K0.1%+27.6%0.009%
8/13/2025 Cresset Asset Management LLC29,532$1.65M0.0%+6.3%0.021%
8/13/2025 Brown Advisory Inc.4,941$277K0.0%N/A0.004%
8/13/2025 SCS Capital Management LLC6,241$349K0.0%N/A0.004%
8/13/2025 Marshall Wace LLP36,010$2.02M0.0%N/A0.026%
8/13/2025 Baird Financial Group Inc.173,429$9.71M0.0%-15.9%0.124%
8/13/2025 First Trust Advisors LP51,273$2.87M0.0%N/A0.037%
8/13/2025 Crescent Grove Advisors LLC5,988$335K0.0%N/A0.004%
8/13/2025 Optimize Financial Inc7,784$436K0.3%N/A0.006%
8/13/2025 EverSource Wealth Advisors LLC655$37K0.0%+1,236.7%0.000%
8/13/2025 Invesco Ltd.137,397$7.69M0.0%N/A0.098%
8/13/2025 1832 Asset Management L.P.30,450$1.71M0.0%N/A0.022%
8/13/2025 WCG Wealth Advisors LLC36,236$2.03M0.1%N/A0.026%
8/13/2025 Seven Grand Managers LLC200,000$11.20M1.3%N/A0.143%
8/13/2025 Wealthedge Investment Advisors LLC13,173$738K0.3%N/A0.009%
8/13/2025 HBK Investments L P7,500$420K0.0%N/A0.005%
8/13/2025 VestGen Advisors LLC20,825$1.17M0.0%-41.3%0.015%
8/13/2025 New York State Common Retirement Fund35,694$2.00M0.0%N/A0.026%
8/13/2025 Portland Investment Counsel Inc.766,480$42.80M12.6%-5.1%0.549%
8/13/2025 Quadrature Capital Ltd275,311$15.42M0.3%N/A0.197%
8/13/2025 Hsbc Holdings PLC10,275$568K0.0%N/A0.007%
8/13/2025 Level Four Advisory Services LLC4,262$239K0.0%N/A0.003%
8/13/2025 State Board of Administration of Florida Retirement System26,053$1.46M0.0%N/A0.019%
8/13/2025 Elevation Point Wealth Partners LLC500$28K0.0%N/A0.000%
8/13/2025 Choreo LLC7,946$445K0.0%N/A0.006%
8/13/2025 Russell Investments Group Ltd.29,365$1.64M0.0%N/A0.021%
8/12/2025 J.W. Cole Advisors Inc.21,113$1.18M0.0%+8.1%0.015%
8/12/2025 Manchester Capital Management LLC570$32K0.0%-33.7%0.000%
8/12/2025 Advisors Asset Management Inc.3,347$187K0.0%N/A0.002%
8/12/2025 Financial Advocates Investment Management11,387$638K0.1%+4.2%0.008%
8/12/2025 Cornerstone Capital Inc.4,525$253K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC9,635$539K0.0%-13.3%0.007%
8/12/2025 Insigneo Advisory Services LLC9,819$550K0.0%N/A0.007%
8/12/2025 CreativeOne Wealth LLC15,688$878K0.0%+11.8%0.011%
8/12/2025 Ameritas Investment Partners Inc.10,487$587K0.0%N/A0.008%
8/12/2025 Eisler Capital Management Ltd.50,000$2.80M0.0%N/A0.036%
8/12/2025 Prudential Financial Inc.13,190$739K0.0%N/A0.009%
8/12/2025 Vestor Capital LLC963$54K0.0%-51.9%0.001%
8/12/2025 Covalis Capital LLP100,000$5.60M0.7%N/A0.072%
8/12/2025 Rhumbline Advisers159,703$8.94M0.0%+5,223.4%0.114%
8/12/2025 Legal & General Group Plc77,627$4.35M0.0%+162.0%0.056%
8/12/2025 JPMorgan Chase & Co.409,808$22.95M0.0%+720.6%0.294%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
8/12/2025 Entropy Technologies LP9,612$538K0.0%N/A0.007%
8/12/2025 Swiss National Bank119,700$6.70M0.0%+100.8%0.086%
8/12/2025 Accordant Advisory Group Inc40,865$2.29M1.7%N/A0.029%
8/12/2025 Ensign Peak Advisors Inc5,200$291K0.0%+246.7%0.004%
8/11/2025 Anfield Capital Management LLC1,514$85K0.0%+49.3%0.001%
8/11/2025 Perennial Investment Advisors LLC4,522$253K0.0%N/A0.003%
8/11/2025 Rothschild Investment LLC640$36K0.0%+82.9%0.000%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH14,490$811K0.0%-16.2%0.010%
8/8/2025 Rockefeller Capital Management L.P.54,886$3.07M0.0%-58.7%0.039%
8/8/2025 Intech Investment Management LLC50,109$2.81M0.0%N/A0.036%
(Data available from 1/1/2016 forward)

OKLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OKLO shares?

During the previous two years, 352 institutional investors and hedge funds held shares of Oklo. The most heavily invested institutionals were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($231.42M), Geode Capital Management LLC ($125.91M), State Street Corp ($119.74M), Data Collective IV GP LLC ($112.04M), Vanguard Group Inc. ($94.77M), Portland Investment Counsel Inc. ($42.80M), and Hood River Capital Management LLC ($40.92M).Learn more on Oklo's institutional investors.

What percentage of Oklo's stock is owned by institutional investors?

85.03% of Oklo's stock is owned by institutional investors. Learn more on OKLO's institutional investor holdings.

Which institutional investors have been buying Oklo's stock?

Of the 331 institutional investors that purchased Oklo's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HITE Hedge Asset Management LLC ($2.44M), Geode Capital Management LLC ($2.23M), Vanguard Group Inc. ($2.13M), State Street Corp ($2.11M), Van ECK Associates Corp ($1.82M), Atomi Financial Group Inc. ($908.39K), and Portland Investment Counsel Inc. ($807.58K).

How much institutional buying is happening at Oklo?

Institutional investors have bought a total of 29,224,690 shares in the last 24 months. This purchase volume represents approximately $840.54M in transactions.

Which of Oklo's major shareholders have been selling company stock?

Of the 73 institutional investors that sold Oklo's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alyeska Investment Group L.P. ($2.61M), HITE Hedge Asset Management LLC ($2.38M), Data Collective IV GP LLC ($1.64M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($795.89K), JAT Capital Mgmt LP ($573.21K), D. E. Shaw & Co. Inc. ($539.52K), and Focus Partners Wealth ($539.25K).

How much institutional selling is happening at Oklo?

Institutional investors have sold a total of 12,792,618 shares in the last 24 months. This volume of shares sold represents approximately $328.04M in transactions.


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This page (NYSE:OKLO) was last updated on 9/4/2025 by MarketBeat.com Staff
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