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Oklo (OKLO) Institutional Ownership

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$39.74 +2.93 (+7.97%)
Closing price 03:59 PM Eastern
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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)
180
Total
Institutional Inflows
(last 12 months)
$369.30M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$234.57M
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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
5/21/2025 Geneos Wealth Management Inc.36,973$800K0.0%+24.8%0.027%
5/20/2025 Focus Partners Wealth201,753$4.36M0.0%-60.0%0.145%
5/20/2025 Flaharty Asset Management LLC2,500$54K0.0%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC112,772$2.44M0.0%+90.9%0.081%
5/16/2025 Scientech Research LLC43,900$950K0.3%N/A0.032%
5/16/2025 NewEdge Advisors LLC15,672$339K0.0%+165.6%0.011%
5/16/2025 Millennium Management LLC582,002$12.59M0.0%+4,974.1%0.418%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,696,881$101.59M0.2%-4.7%3.374%
5/16/2025 AQR Capital Management LLC23,994$519K0.0%N/A0.017%
5/16/2025 Alyeska Investment Group L.P.150,000$3.24M0.0%-87.6%0.108%
5/16/2025 Ancora Advisors LLC5,810$126K0.0%+26.0%0.004%
5/15/2025 JAT Capital Mgmt LP123,830$2.68M1.0%-82.2%0.089%
5/15/2025 Royal Bank of Canada92,850$2.01M0.0%+162.6%0.067%
5/15/2025 Twin Tree Management LP4,811$104K0.0%+1,612.1%0.003%
5/15/2025 Baird Financial Group Inc.206,223$4.46M0.0%-19.8%0.148%
5/15/2025 Evergreen Capital Management LLC24,185$523K0.0%N/A0.017%
5/15/2025 OMERS ADMINISTRATION Corp117,400$2.54M0.0%N/A0.084%
5/14/2025 CreativeOne Wealth LLC14,034$304K0.0%N/A0.010%
5/14/2025 Per Stirling Capital Management LLC.9,842$213K0.0%-36.9%0.007%
5/14/2025 FORA Capital LLC142,221$3.08M0.3%N/A0.102%
5/14/2025 Jump Financial LLC320,352$6.93M0.1%N/A0.230%
5/14/2025 Westwood Wealth Management110,500$2.39M1.0%+460.9%0.079%
5/14/2025 AlphaQuest LLC1,201$26K0.0%-43.2%0.001%
5/14/2025 Kestra Advisory Services LLC46,391$1.00M0.0%-62.5%0.033%
5/14/2025 Portland Investment Counsel Inc.807,580$17.36M5.3%+0.6%0.580%
5/14/2025 Compound Planning Inc.964,827$20.87M1.0%+6.2%0.693%
5/14/2025 HITE Hedge Asset Management LLC58,658$1.27M0.1%-69.8%0.042%
5/13/2025 Raymond James Financial Inc.314,794$6.81M0.0%+202.6%0.226%
5/13/2025 Cresset Asset Management LLC27,786$601K0.0%+22.0%0.020%
5/13/2025 United Capital Management of KS Inc.10,004$216K0.0%N/A0.007%
5/13/2025 Caitong International Asset Management Co. Ltd65,151$1.41M1.0%+36,708.5%0.047%
5/13/2025 Stone House Investment Management LLC2,900$63K0.0%N/A0.002%
5/12/2025 Virtu Financial LLC118,229$2.56M0.1%N/A0.085%
5/9/2025 Deutsche Bank AG1,748$38K0.0%+161.7%0.001%
5/9/2025 Headlands Technologies LLC218,820$4.73M0.5%+2,120.2%0.157%
5/9/2025 Charles Schwab Investment Management Inc.410,432$8.88M0.0%-2.8%0.295%
5/9/2025 Citizens Financial Group Inc. RI51,735$1.12M0.0%N/A0.037%
5/9/2025 Vanguard Group Inc.4,381,397$94.77M0.0%+0.9%3.148%
5/9/2025 PNC Financial Services Group Inc.10,376$224K0.0%+57.8%0.007%
5/8/2025 US Bancorp DE2,432$53K0.0%+257.1%0.002%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

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5/8/2025 Harbour Investments Inc.1,800$39K0.0%+120.9%0.001%
5/8/2025 Banque Cantonale Vaudoise6,894$149K0.0%N/A0.005%
5/7/2025 Marco Investment Management LLC25,375$549K0.1%N/A0.018%
5/7/2025 Foundations Investment Advisors LLC52,655$1.14M0.0%+13.5%0.038%
5/7/2025 LPL Financial LLC265,241$5.74M0.0%+103.9%0.191%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 9,532$206K0.0%-14.4%0.007%
5/7/2025 Windmill Hill Asset Management Ltd102,855$2.23M0.7%+47.9%0.074%
5/7/2025 ARK Investment Management LLC287,744$6.22M0.1%-36.7%0.207%
5/7/2025 CloudAlpha Capital Management Limited Hong Kong539,706$11.67M0.9%N/A0.388%
5/6/2025 Cetera Investment Advisers99,237$2.15M0.0%+72.2%0.071%
5/6/2025 Avantax Advisory Services Inc.15,659$339K0.0%N/A0.011%
5/6/2025 AE Wealth Management LLC69,399$1.50M0.0%N/A0.050%
5/6/2025 Wedbush Securities Inc.12,085$261K0.0%N/A0.009%
5/6/2025 Vestor Capital LLC2,000$43K0.0%N/A0.001%
5/6/2025 Readystate Asset Management LP442,095$9.56M0.3%-12.3%0.318%
5/6/2025 KLP Kapitalforvaltning AS12,100$262K0.0%-10.4%0.009%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH17,300$374K0.0%N/A0.012%
5/5/2025 IFP Advisors Inc2,284$49K0.0%N/A0.002%
5/5/2025 Private Advisor Group LLC115,113$2.49M0.0%-13.9%0.083%
5/2/2025 Victory Capital Management Inc.49,167$1.06M0.0%N/A0.035%
5/2/2025 Larson Financial Group LLC2,220$48K0.0%+122.0%0.002%
5/2/2025 Graybill Wealth Management LTD.2,000$43K0.0%N/A0.001%
5/2/2025 SBI Securities Co. Ltd.46,432$1.00M0.0%+39.3%0.033%
5/2/2025 Signaturefd LLC8,962$194K0.0%+5.4%0.006%
5/1/2025 CWM LLC4,980$108K0.0%+1,409.1%0.004%
4/30/2025 Cerity Partners LLC51,970$1.12M0.0%-3.4%0.037%
4/30/2025 Stratos Wealth Partners LTD.23,195$502K0.0%+75.9%0.017%
4/29/2025 Concurrent Investment Advisors LLC35,282$763K0.0%N/A0.025%
4/29/2025 Bank of New York Mellon Corp16,558$358K0.0%N/A0.012%
4/29/2025 Strategic Blueprint LLC9,271$201K0.0%-9.6%0.007%
4/29/2025 OneDigital Investment Advisors LLC10,601$229K0.0%N/A0.008%
4/28/2025 North Capital Inc.3,000$65K0.1%N/A0.002%
4/28/2025 Vermillion Wealth Management Inc.3,618$78K0.0%+623.6%0.003%
4/25/2025 KBC Group NV1,654$36K0.0%N/A0.001%
4/25/2025 WJ Wealth Management LLC18,000$389K0.1%-16.3%0.013%
4/24/2025 Mirae Asset Global Investments Co. Ltd.18,440$413K0.0%N/A0.013%
4/23/2025 Spire Wealth Management3,896$84K0.0%+14.1%0.003%
4/23/2025 Balboa Wealth Partners18,960$410K0.1%-26.5%0.014%
4/23/2025 Oppenheimer & Co. Inc.18,994$411K0.0%N/A0.014%
4/23/2025 Vantage Point Financial LLC16,053$347K0.2%+63.8%0.012%
4/22/2025 Palumbo Wealth Management LLC12,160$263K0.1%+17.5%0.009%
4/22/2025 Cambridge Investment Research Advisors Inc.68,577$1.48M0.0%+66.8%0.049%
4/22/2025 Wolff Wiese Magana LLC4,181$90K0.1%-10.0%0.003%
4/22/2025 PFG Investments LLC41,093$889K0.1%-10.1%0.030%
4/21/2025 Spirit of America Management Corp NY17,500$379K0.1%+1,650.0%0.013%
4/21/2025 Silverleafe Capital Partners LLC9,727$210K0.1%-63.9%0.007%
4/18/2025 Rakuten Securities Inc.6,313$137K0.1%N/A0.005%
4/17/2025 Stephens Consulting LLC5,000$108K0.0%-16.7%0.004%
4/17/2025 Sowell Financial Services LLC15,275$330K0.0%+5.4%0.011%
4/17/2025 Janney Montgomery Scott LLC12,233$265K0.0%-57.9%0.009%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now.
4/17/2025 Exchange Traded Concepts LLC146,835$3.18M0.1%-67.8%0.106%
4/17/2025 BayBridge Capital Group LLC13,840$299K0.2%N/A0.010%
4/17/2025 Tcfg Wealth Management LLC15,330$332K0.2%-27.7%0.011%
4/16/2025 Wealth Enhancement Advisory Services LLC11,738$254K0.0%N/A0.008%
4/16/2025 Matauro LLC13,337$288K0.1%-55.6%0.010%
4/15/2025 Noble Wealth Management PBC4,800$104K0.1%N/A0.003%
4/15/2025 Redhawk Wealth Advisors Inc.9,975$216K0.0%N/A0.007%
4/14/2025 Farther Finance Advisors LLC6,754$152K0.0%-65.6%0.005%
4/14/2025 Park Avenue Securities LLC17,283$374K0.0%N/A0.012%
4/11/2025 Joule Financial LLC17,446$377K0.1%-81.1%0.013%
(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, 198 institutional investors and hedge funds held shares of Oklo. The most heavily invested institutionals were Data Collective IV GP LLC ($112.04M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($101.59M), Vanguard Group Inc. ($94.77M), Van ECK Associates Corp ($38.66M), Compound Planning Inc. ($20.87M), Atomi Financial Group Inc. ($19.29M), and Portland Investment Counsel Inc. ($17.36M).Learn more on OKLO's institutional investors.

What percentage of Oklo stock is owned by institutional investors?

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

Which institutional investors have been buying Oklo stock?

Of the 180 institutional investors that purchased Oklo 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), Vanguard Group Inc. ($2.13M), Van ECK Associates Corp ($1.82M), Atomi Financial Group Inc. ($908.39K), Portland Investment Counsel Inc. ($807.58K), TimesSquare Capital Management LLC ($805.64K), and Readystate Asset Management LP ($765.55K).

How much institutional buying is happening at Oklo?

Institutional investors have bought a total of 20,815,054 shares in the last 24 months. This purchase volume represents approximately $369.30M in transactions.

Which Oklo major shareholders have been selling company stock?

Of the 48 institutional investors that sold Oklo 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), JAT Capital Mgmt LP ($573.21K), D. E. Shaw & Co. Inc. ($539.52K), Focus Partners Wealth ($539.25K), and Millennium Management LLC ($353.79K).

How much institutional selling is happening at Oklo?

Institutional investors have sold a total of 11,125,006 shares in the last 24 months. This volume of shares sold represents approximately $234.57M in transactions.


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This page (NYSE:OKLO) was last updated on 5/22/2025 by MarketBeat.com Staff
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