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Oklo (OKLO) Institutional Ownership

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$53.48 +2.16 (+4.20%)
Closing price 07/3/2025 03:58 PM Eastern
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$53.47 -0.02 (-0.03%)
As of 07/3/2025 04:59 PM 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)
184
Total
Institutional Inflows
(last 12 months)
$370.10M
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
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%
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%
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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%
5/8/2025US Bancorp DE2,432$53K0.0%+257.1%0.002%
5/8/2025Harbour Investments Inc.1,800$39K0.0%+120.9%0.001%
5/8/2025Banque Cantonale Vaudoise6,894$149K0.0%N/A0.005%
5/7/2025Marco Investment Management LLC25,375$549K0.1%N/A0.018%
5/7/2025Foundations Investment Advisors LLC52,655$1.14M0.0%+13.5%0.038%
5/7/2025LPL Financial LLC265,241$5.74M0.0%+103.9%0.191%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 9,532$206K0.0%-14.4%0.007%
5/7/2025Windmill Hill Asset Management Ltd102,855$2.23M0.7%+47.9%0.074%
5/7/2025ARK Investment Management LLC287,744$6.22M0.1%-36.7%0.207%
5/7/2025CloudAlpha Capital Management Limited Hong Kong539,706$11.67M0.9%N/A0.388%
5/6/2025Cetera Investment Advisers99,237$2.15M0.0%+72.2%0.071%
5/6/2025Avantax Advisory Services Inc.15,659$339K0.0%N/A0.011%
5/6/2025AE Wealth Management LLC69,399$1.50M0.0%N/A0.050%
5/6/2025Wedbush Securities Inc.12,085$261K0.0%N/A0.009%
5/6/2025Vestor Capital LLC2,000$43K0.0%N/A0.001%
5/6/2025Readystate Asset Management LP442,095$9.56M0.3%-12.3%0.318%
5/6/2025KLP Kapitalforvaltning AS12,100$262K0.0%-10.4%0.009%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH17,300$374K0.0%N/A0.012%
5/5/2025IFP Advisors Inc2,284$49K0.0%N/A0.002%
5/5/2025Private Advisor Group LLC115,113$2.49M0.0%-13.9%0.083%
5/2/2025Victory Capital Management Inc.49,167$1.06M0.0%N/A0.035%
5/2/2025Larson Financial Group LLC2,220$48K0.0%+122.0%0.002%
5/2/2025Graybill Wealth Management LTD.2,000$43K0.0%N/A0.001%
5/2/2025SBI Securities Co. Ltd.46,432$1.00M0.0%+39.3%0.033%
5/2/2025Signaturefd LLC8,962$194K0.0%+5.4%0.006%
5/1/2025CWM LLC4,980$108K0.0%+1,409.1%0.004%
4/30/2025Cerity Partners LLC51,970$1.12M0.0%-3.4%0.037%
4/30/2025Stratos Wealth Partners LTD.23,195$502K0.0%+75.9%0.017%
4/29/2025Concurrent Investment Advisors LLC35,282$763K0.0%N/A0.025%
4/29/2025Bank of New York Mellon Corp16,558$358K0.0%N/A0.012%
4/29/2025Strategic Blueprint LLC9,271$201K0.0%-9.6%0.007%
4/29/2025OneDigital Investment Advisors LLC10,601$229K0.0%N/A0.008%
4/28/2025North Capital Inc.3,000$65K0.1%N/A0.002%
4/28/2025Vermillion Wealth Management Inc.3,618$78K0.0%+623.6%0.003%
4/25/2025KBC Group NV1,654$36K0.0%N/A0.001%
4/25/2025WJ Wealth Management LLC18,000$389K0.1%-16.3%0.013%
4/24/2025Mirae Asset Global Investments Co. Ltd.18,440$413K0.0%N/A0.013%
4/23/2025Spire Wealth Management3,896$84K0.0%+14.1%0.003%
4/23/2025Balboa Wealth Partners18,960$410K0.1%-26.5%0.014%
4/23/2025Oppenheimer & Co. Inc.18,994$411K0.0%N/A0.014%
4/23/2025Vantage Point Financial LLC16,053$347K0.2%+63.8%0.012%
4/22/2025Palumbo Wealth Management LLC12,160$263K0.1%+17.5%0.009%
4/22/2025Cambridge Investment Research Advisors Inc.68,577$1.48M0.0%+66.8%0.049%
4/22/2025Wolff Wiese Magana LLC4,181$90K0.1%-10.0%0.003%
4/22/2025PFG Investments LLC41,093$889K0.1%-10.1%0.030%
4/21/2025Spirit of America Management Corp NY17,500$379K0.1%+1,650.0%0.013%
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4/21/2025Silverleafe Capital Partners LLC9,727$210K0.1%-63.9%0.007%
4/18/2025Rakuten Securities Inc.6,313$137K0.1%N/A0.005%
4/17/2025Stephens Consulting LLC5,000$108K0.0%-16.7%0.004%
4/17/2025Sowell Financial Services LLC15,275$330K0.0%+5.4%0.011%
4/17/2025Janney Montgomery Scott LLC12,233$265K0.0%-57.9%0.009%
4/17/2025Exchange Traded Concepts LLC146,835$3.18M0.1%-67.8%0.106%
4/17/2025BayBridge Capital Group LLC13,840$299K0.2%N/A0.010%
4/17/2025Tcfg Wealth Management LLC15,330$332K0.2%-27.7%0.011%
4/16/2025Wealth Enhancement Advisory Services LLC11,738$254K0.0%N/A0.008%
4/16/2025Matauro LLC13,337$288K0.1%-55.6%0.010%
(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, 202 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 184 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 20,831,554 shares in the last 24 months. This purchase volume represents approximately $370.10M in transactions.

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

Of the 48 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 11,125,006 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 7/5/2025 by MarketBeat.com Staff
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