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Oklo (OKLO) Institutional Ownership

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$73.75 -3.67 (-4.74%)
Closing price 03:59 PM Eastern
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$73.52 -0.23 (-0.31%)
As of 06:34 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)
307
Total
Institutional Inflows
(last 12 months)
$799.75M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$282.68M
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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
8/14/2025Peapack Gladstone Financial Corp14,425$808K0.0%-8.8%0.010%
8/14/2025The Manufacturers Life Insurance Company 61,137$3.42M0.0%+161.7%0.041%
8/14/2025Sei Investments Co.39,943$2.24M0.0%N/A0.027%
8/14/2025Nebula Research & Development LLC31,209$1.75M0.1%+4.1%0.021%
8/14/2025Ardsley Advisory Partners LP20,000$1.12M0.1%N/A0.014%
8/14/2025Arrow Capital Pty Ltd18,660$1.05M0.8%N/A0.013%
8/14/2025NewEdge Advisors LLC16,636$931K0.0%+6.2%0.011%
8/14/2025State Street Corp2,138,658$119.74M0.0%+454.5%1.449%
8/14/2025Avenir Tech Ltd87,050$4.87M0.4%N/A0.059%
8/14/2025Gerber Kawasaki Wealth & Investment Management3,602$202K0.0%N/A0.002%
8/14/2025Hood River Capital Management LLC730,823$40.92M0.6%N/A0.495%
8/14/2025Cerity Partners LLC54,079$3.03M0.0%+4.1%0.037%
8/13/2025Per Stirling Capital Management LLC.12,557$703K0.1%+27.6%0.009%
8/13/2025Cresset Asset Management LLC29,532$1.65M0.0%+6.3%0.021%
8/13/2025Brown Advisory Inc.4,941$277K0.0%N/A0.004%
8/13/2025SCS Capital Management LLC6,241$349K0.0%N/A0.004%
8/13/2025Marshall Wace LLP36,010$2.02M0.0%N/A0.026%
8/13/2025Baird Financial Group Inc.173,429$9.71M0.0%-15.9%0.124%
8/13/2025First Trust Advisors LP51,273$2.87M0.0%N/A0.037%
8/13/2025Crescent Grove Advisors LLC5,988$335K0.0%N/A0.004%
8/13/2025Optimize Financial Inc7,784$436K0.3%N/A0.006%
8/13/2025EverSource Wealth Advisors LLC655$37K0.0%+1,236.7%0.000%
8/13/2025Invesco Ltd.137,397$7.69M0.0%N/A0.098%
8/13/20251832 Asset Management L.P.30,450$1.71M0.0%N/A0.022%
8/13/2025WCG Wealth Advisors LLC36,236$2.03M0.1%N/A0.026%
8/13/2025Seven Grand Managers LLC200,000$11.20M1.3%N/A0.143%
8/13/2025Wealthedge Investment Advisors LLC13,173$738K0.3%N/A0.009%
8/13/2025HBK Investments L P7,500$420K0.0%N/A0.005%
8/13/2025VestGen Advisors LLC20,825$1.17M0.0%-41.3%0.015%
8/13/2025New York State Common Retirement Fund35,694$2.00M0.0%N/A0.026%
8/13/2025Portland Investment Counsel Inc.766,480$42.80M12.6%-5.1%0.549%
8/13/2025Quadrature Capital Ltd275,311$15.42M0.3%N/A0.197%
8/13/2025Hsbc Holdings PLC10,275$568K0.0%N/A0.007%
8/13/2025Level Four Advisory Services LLC4,262$239K0.0%N/A0.003%
8/13/2025State Board of Administration of Florida Retirement System26,053$1.46M0.0%N/A0.019%
8/13/2025Elevation Point Wealth Partners LLC500$28K0.0%N/A0.000%
8/13/2025Choreo LLC7,946$445K0.0%N/A0.006%
8/13/2025Russell 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
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%
8/8/2025 Thoroughbred Financial Services LLC32,750$1.83M0.1%N/A0.023%
8/8/2025 Cetera Investment Advisers111,822$6.26M0.0%+12.7%0.080%
8/8/2025 Creative Planning72,906$4.08M0.0%+635.5%0.052%
8/8/2025 SG Americas Securities LLC40,832$2.29M0.0%+485.7%0.029%
8/8/2025 Foundations Investment Advisors LLC72,996$4.09M0.1%+38.6%0.052%
8/8/2025 Intrua Financial LLC17,975$1.01M0.1%+34.4%0.013%
8/8/2025 Kaizen Financial Strategies11,477$643K0.3%-15.1%0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey23,219$1.30M0.0%N/A0.017%
8/8/2025 Geode Capital Management LLC2,248,425$125.91M0.0%+195.9%1.611%
8/8/2025 PNC Financial Services Group Inc.9,405$527K0.0%-9.4%0.007%
8/8/2025 KBC Group NV1,849$104K0.0%+11.8%0.001%
8/8/2025 SBI Securities Co. Ltd.50,013$2.80M0.1%+7.7%0.036%
8/7/2025 Allworth Financial LP2,347$131K0.0%+358.4%0.002%
8/7/2025 ProShare Advisors LLC21,063$1.18M0.0%N/A0.015%
8/7/2025 Lisanti Capital Growth LLC14,970$838K0.2%N/A0.011%
8/7/2025 PFG Advisors6,397$358K0.0%N/A0.005%
8/7/2025 Rollins Financial Advisors LLC5,203$291K0.0%N/A0.004%
8/6/2025 Prospera Financial Services Inc51,435$2.88M0.1%+10.0%0.037%
8/6/2025 Bensler LLC7,205$403K0.0%N/A0.005%
8/6/2025 AE Wealth Management LLC82,331$4.61M0.0%+18.6%0.059%
8/6/2025 Marco Investment Management LLC19,575$1.10M0.1%-22.9%0.014%
8/6/2025 Wedbush Securities Inc.25,761$1.44M0.1%+113.2%0.018%
8/6/2025 Savant Capital LLC5,819$326K0.0%N/A0.004%
8/6/2025 Modera Wealth Management LLC7,753$434K0.0%N/A0.006%
8/6/2025 Black Swift Group LLC5,000$280K0.1%N/A0.004%
8/6/2025 Atlantic Union Bankshares Corp3,237$181K0.0%N/A0.002%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/6/2025 CloudAlpha Capital Management Limited Hong Kong52,101$2.92M0.2%-90.3%0.037%
8/6/2025 Moors & Cabot Inc.5,361$300K0.0%N/A0.004%
8/6/2025 360 Financial Inc.4,375$245K0.1%N/A0.003%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.624$35K0.0%N/A0.000%
8/5/2025 Fourth Dimension Wealth LLC450$25K0.0%+125.0%0.000%
8/5/2025 Integrity Wealth Solutions LLC4,218$236K0.1%N/A0.003%
8/5/2025 Bank of New York Mellon Corp301,181$16.86M0.0%+1,718.9%0.216%
8/5/2025 Bank of Montreal Can15,628$875K0.0%-0.8%0.011%
8/5/2025 Mission Wealth Management LP27,500$1.54M0.0%N/A0.020%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,105$286K0.0%N/A0.004%
(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, 329 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 308 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 28,523,979 shares in the last 24 months. This purchase volume represents approximately $801.26M in transactions.

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

Of the 69 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 12,547,135 shares in the last 24 months. This volume of shares sold represents approximately $314.28M in transactions.


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This page (NYSE:OKLO) was last updated on 8/14/2025 by MarketBeat.com Staff
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