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Oklo (OKLO) Institutional Ownership

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$74.76 +7.79 (+11.64%)
Closing price 07/24/2025 03:59 PM Eastern
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$72.94 -1.83 (-2.45%)
As of 08:22 AM 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)
215
Total
Institutional Inflows
(last 12 months)
$400.59M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$236.65M
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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
7/24/2025SLT Holdings LLC12,325$690K0.5%N/A0.009%
7/24/2025Total Wealth Planning & Management Inc.7,636$428K0.3%N/A0.005%
7/24/2025Stiles Financial Services Inc3,610$202K0.1%N/A0.003%
7/24/2025Vantage Point Financial LLC21,053$1.18M0.5%+31.1%0.015%
7/24/2025IFP Advisors Inc2,813$158K0.0%+23.2%0.002%
7/24/2025Blair William & Co. IL41,540$2.33M0.0%N/A0.030%
7/23/2025 Kingswood Wealth Advisors LLC6,992$391K0.0%N/A0.005%
7/23/2025 KLP Kapitalforvaltning AS15,500$868K0.0%+28.1%0.011%
7/23/2025 Tcfg Wealth Management LLC27,900$1.56M0.7%+82.0%0.020%
7/23/2025 Prime Capital Investment Advisors LLC26,761$1.50M0.0%+9.2%0.019%
7/22/2025 Joule Financial LLC17,228$965K0.3%-1.2%0.012%
7/22/2025 Signature Wealth Management Partners LLC6,839$383K0.2%N/A0.005%
7/22/2025 Apexium Financial LP3,775$211K0.0%N/A0.003%
7/21/2025 Ameriflex Group Inc.1,025$57K0.0%N/A0.001%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,884$217K0.0%N/A0.003%
7/21/2025 Triad Wealth Partners LLC19,950$1.12M0.2%N/A0.014%
7/21/2025 Mirae Asset Global Investments Co. Ltd.110,780$6.20M0.0%+500.8%0.079%
7/18/2025 PFG Investments LLC53,313$2.99M0.2%+29.7%0.038%
7/18/2025 Truist Financial Corp12,850$719K0.0%+6.2%0.009%
7/18/2025 Union Bancaire Privee UBP SA52,500$2.94M0.1%N/A0.038%
7/17/2025 LexAurum Advisors LLC5,035$282K0.0%N/A0.004%
7/17/2025 Janney Montgomery Scott LLC14,339$803K0.0%+17.2%0.010%
7/17/2025 GC Wealth Management RIA LLC4,124$231K0.0%N/A0.003%
7/17/2025 Vermillion Wealth Management Inc.500$28K0.0%-86.2%0.000%
7/16/2025 Signaturefd LLC878$49K0.0%-90.2%0.001%
7/16/2025 ORG Partners LLC800$41K0.0%+281.0%0.001%
7/16/2025 Plancorp LLC6,016$337K0.0%N/A0.004%
7/15/2025 Wealth Effects LLC6,710$376K0.1%N/A0.005%
7/15/2025 Foster Victor Wealth Advisors LLC8,853$477K0.0%N/A0.006%
7/15/2025 StoneCrest Wealth Management Inc.16,847$943K0.4%+5.0%0.012%
7/15/2025 Sheets Smith Wealth Management5,278$296K0.0%N/A0.004%
7/15/2025 SJS Investment Consulting Inc.1,350$76K0.0%+205.4%0.001%
7/14/2025 AdvisorNet Financial Inc4,283$240K0.0%+409.3%0.003%
7/14/2025 Acropolis Investment Management LLC3,632$203K0.0%N/A0.003%
7/14/2025 Strategic Planning Group LLC152,678$8.55M1.4%+26.7%0.109%
7/14/2025 U.S. Capital Wealth Advisors LLC9,139$512K0.0%N/A0.007%
7/14/2025 Park Avenue Securities LLC13,533$758K0.0%-21.7%0.010%
7/14/2025 Sowell Financial Services LLC23,217$1.30M0.1%+52.0%0.017%
7/11/2025 Wealth Management Partners LLC5,285$296K0.1%N/A0.004%
7/11/2025 Bouvel Investment Partners LLC40,416$2.26M0.8%N/A0.029%
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7/11/2025 Meriwether Wealth & Planning LLC4,115$230K0.1%N/A0.003%
7/11/2025 Farther Finance Advisors LLC8,150$456K0.0%+20.7%0.006%
7/11/2025 Caldwell Sutter Capital Inc.441$25K0.0%N/A0.000%
7/10/2025 Redhawk Wealth Advisors Inc.4,856$272K0.0%-51.3%0.003%
7/10/2025 Exchange Traded Concepts LLC198,805$11.13M0.1%+35.4%0.142%
7/10/2025 Wealth Enhancement Advisory Services LLC26,569$1.43M0.0%+126.4%0.019%
7/10/2025 High Net Worth Advisory Group LLC3,894$218K0.1%N/A0.003%
7/10/2025 Secure Asset Management LLC43,447$2.43M0.4%-23.2%0.031%
7/9/2025 Sunpointe LLC4,500$252K0.1%N/A0.003%
7/9/2025 Westbourne Investments Inc.6,200$347K0.2%N/A0.004%
7/8/2025 Silverleafe Capital Partners LLC7,210$404K0.1%-25.9%0.005%
7/8/2025 MRA Advisory Group9,770$547K0.3%+2.8%0.007%
7/8/2025 Parallel Advisors LLC10,622$595K0.0%-10.5%0.008%
7/7/2025 Fox Hill Wealth Management10,471$586K0.3%N/A0.008%
7/7/2025 Modus Advisors LLC10,000$560K0.2%N/A0.007%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.23,288$1.30M0.2%+22.8%0.017%
7/2/2025 McAlister Sweet & Associates Inc.5,000$280K0.3%N/A0.004%
7/2/2025 Howard Financial Services LTD.4,175$234K0.0%N/A0.003%
7/1/2025 Kera Capital Partners Inc.3,790$212K0.0%N/A0.003%
5/29/2025Rhumbline Advisers3,000$65K0.0%N/A0.002%
5/28/2025Intrua Financial LLC13,375$289K0.0%+4.2%0.010%
5/21/2025Geneos Wealth Management Inc.36,973$800K0.0%+24.8%0.027%
5/20/2025Focus Partners Wealth201,753$4.36M0.0%-60.0%0.145%
5/20/2025Flaharty Asset Management LLC2,500$54K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC112,772$2.44M0.0%+90.9%0.081%
5/16/2025Scientech Research LLC43,900$950K0.3%N/A0.032%
5/16/2025NewEdge Advisors LLC15,672$339K0.0%+165.6%0.011%
5/16/2025Millennium Management LLC582,002$12.59M0.0%+4,974.1%0.418%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,696,881$101.59M0.2%-4.7%3.374%
5/16/2025AQR Capital Management LLC23,994$519K0.0%N/A0.017%
5/16/2025Alyeska Investment Group L.P.150,000$3.24M0.0%-87.6%0.108%
5/16/2025Ancora Advisors LLC5,810$126K0.0%+26.0%0.004%
5/15/2025JAT Capital Mgmt LP123,830$2.68M1.0%-82.2%0.089%
5/15/2025Royal Bank of Canada92,850$2.01M0.0%+162.6%0.067%
5/15/2025Twin Tree Management LP4,811$104K0.0%+1,612.1%0.003%
5/15/2025Baird Financial Group Inc.206,223$4.46M0.0%-19.8%0.148%
5/15/2025Evergreen Capital Management LLC24,185$523K0.0%N/A0.017%
5/15/2025OMERS ADMINISTRATION Corp117,400$2.54M0.0%N/A0.084%
5/14/2025CreativeOne Wealth LLC14,034$304K0.0%N/A0.010%
5/14/2025Per Stirling Capital Management LLC.9,842$213K0.0%-36.9%0.007%
5/14/2025FORA Capital LLC142,221$3.08M0.3%N/A0.102%
5/14/2025Jump Financial LLC320,352$6.93M0.1%N/A0.230%
5/14/2025Westwood Wealth Management110,500$2.39M1.0%+460.9%0.079%
5/14/2025AlphaQuest LLC1,201$26K0.0%-43.2%0.001%
5/14/2025Kestra Advisory Services LLC46,391$1.00M0.0%-62.5%0.033%
5/14/2025Portland Investment Counsel Inc.807,580$17.36M5.3%+0.6%0.580%
5/14/2025Compound Planning Inc.964,827$20.87M1.0%+6.2%0.693%
5/14/2025HITE Hedge Asset Management LLC58,658$1.27M0.1%-69.8%0.042%
5/13/2025Raymond James Financial Inc.314,794$6.81M0.0%+202.6%0.226%
5/13/2025Cresset Asset Management LLC27,786$601K0.0%+22.0%0.020%
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5/13/2025United Capital Management of KS Inc.10,004$216K0.0%N/A0.007%
5/13/2025Caitong International Asset Management Co. Ltd65,151$1.41M1.0%+36,708.5%0.047%
5/13/2025Stone House Investment Management LLC2,900$63K0.0%N/A0.002%
5/12/2025Virtu Financial LLC118,229$2.56M0.1%N/A0.085%
5/9/2025Deutsche Bank AG1,748$38K0.0%+161.7%0.001%
5/9/2025Headlands Technologies LLC218,820$4.73M0.5%+2,120.2%0.157%
5/9/2025Charles Schwab Investment Management Inc.410,432$8.88M0.0%-2.8%0.295%
5/9/2025Citizens Financial Group Inc. RI51,735$1.12M0.0%N/A0.037%
5/9/2025Vanguard Group Inc.4,381,397$94.77M0.0%+0.9%3.148%
5/9/2025PNC Financial Services Group Inc.10,376$224K0.0%+57.8%0.007%
(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, 233 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'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 215 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), 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 21,375,532 shares in the last 24 months. This purchase volume represents approximately $400.59M in transactions.

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

Of the 53 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), 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 11,162,158 shares in the last 24 months. This volume of shares sold represents approximately $236.65M in transactions.


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This page (NYSE:OKLO) was last updated on 7/25/2025 by MarketBeat.com Staff
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