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Oklo (OKLO) Institutional Ownership

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$171.86 -2.28 (-1.31%)
Closing price 10/15/2025 03:59 PM Eastern
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$174.80 +2.94 (+1.71%)
As of 07:33 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)
354
Total
Institutional Inflows
(last 12 months)
$853.40M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$340.12M
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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
10/15/2025CWM LLC23,974$2.68M0.0%+59.1%0.016%
10/15/2025Spirit of America Management Corp NY40,850$4.56M0.9%+46.9%0.028%
10/15/2025Stephens Consulting LLC1,000$112K0.0%-80.0%0.001%
10/15/2025World Investment Advisors2,756$308K0.0%N/A0.002%
10/15/2025Brookstone Capital Management3,873$432K0.0%N/A0.003%
10/15/2025BayBridge Capital Group LLC8,425$940K0.6%-38.7%0.006%
10/15/2025Petredis Investment Advisors LLC3,530$394K0.0%N/A0.002%
10/15/2025Plancorp LLC6,089$680K0.0%+1.2%0.004%
10/15/2025Meriwether Wealth & Planning LLC4,425$494K0.3%+7.5%0.003%
10/14/2025 Wealth Alliance Advisory Group LLC1,805$201K0.0%N/A0.001%
10/14/2025 Farther Finance Advisors LLC10,585$1.18M0.0%+29.9%0.007%
10/14/2025 HBK Sorce Advisory LLC3,442$384K0.0%N/A0.002%
10/14/2025 Exchange Traded Concepts LLC210,773$23.53M0.2%+6.0%0.143%
10/14/2025 Private Client Services LLC1,978$221K0.1%N/A0.001%
10/14/2025 Evanson Asset Management LLC4,438$495K0.0%N/A0.003%
10/10/2025 Sara Bay Financial6,450$720K0.2%N/A0.004%
10/10/2025 Red Door Wealth Management LLC3,410$381K0.0%N/A0.002%
10/10/2025 Flputnam Investment Management Co.4,205$469K0.0%-41.6%0.003%
10/10/2025 Cyndeo Wealth Partners LLC2,000$223K0.0%N/A0.001%
10/10/2025 Focus Financial Network Inc.3,463$387K0.0%N/A0.002%
10/9/2025 AdvisorNet Financial Inc5,645$630K0.0%+31.8%0.004%
10/9/2025 U.S. Capital Wealth Advisors LLC9,017$1.01M0.0%-1.3%0.006%
10/9/2025 Redhawk Wealth Advisors Inc.5,737$640K0.1%+18.1%0.004%
10/9/2025 Voya Investment Management LLC19,619$2.19M0.0%-30.4%0.013%
10/9/2025 Harbour Capital Advisors LLC2,250$251K0.1%N/A0.002%
10/9/2025 Dynamic Advisor Solutions LLC4,305$481K0.0%N/A0.003%
10/9/2025 Gainplan LLC4,802$536K0.2%N/A0.003%
10/8/2025 Patriot Financial Group Insurance Agency LLC4,415$493K0.1%N/A0.003%
10/8/2025 Armstrong Advisory Group Inc.241$27K0.0%N/A0.000%
10/7/2025 Acropolis Investment Management LLC5,757$643K0.0%+58.5%0.004%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.804$90K0.2%-96.5%0.001%
10/7/2025 Salem Investment Counselors Inc.750$84K0.0%+114.3%0.001%
10/7/2025 Union Bancaire Privee UBP SA2,210$247K0.0%-95.8%0.001%
10/6/2025 AssuredPartners Investment Advisors LLC2,076$232K0.1%N/A0.001%
10/6/2025 Clarus Wealth Advisors2,442$273K0.1%N/A0.002%
10/1/2025 Praxis Investment Management Inc.3,140$351K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC243,644$13.64M0.0%-10.6%0.165%
9/25/2025CacheTech Inc.7,797$437K0.1%N/A0.005%
9/25/2025Adams Wealth Management7,797$437K0.1%N/A0.005%
9/19/2025Watts Gwilliam & Co. LLC10,188$570K0.1%N/A0.007%
8/29/2025Centaurus Financial Inc.2,470$138K0.0%N/A0.002%
8/29/2025Infini Capital Management Ltd5,000$280K0.2%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.5,765$323K0.0%N/A0.004%
8/19/2025Newbridge Financial Services Group Inc.14,362$804K0.1%+87.7%0.010%
8/19/2025Marex Group plc308,040$17.25M0.1%N/A0.209%
8/19/2025Advisory Services Network LLC21,142$1.18M0.0%+23.5%0.014%
8/19/2025State of Wyoming3,568$200K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.37,976$2.13M0.1%+2.7%0.026%
8/16/2025FORA Capital LLC92,164$5.16M0.6%-35.2%0.062%
8/16/2025Evergreen Capital Management LLC25,332$1.42M0.0%+4.7%0.017%
8/16/2025Headlands Technologies LLC167,247$9.36M1.1%-23.6%0.113%
8/15/2025Tower Research Capital LLC TRC 7,643$428K0.0%-84.1%0.005%
8/15/2025Firsthand Capital Management Inc.30,000$1.68M3.0%+200.0%0.020%
8/15/2025Rakuten Securities Inc.26,121$1.46M0.6%+313.8%0.018%
8/15/2025Corient Private Wealth LLC243,644$13.64M0.0%-10.6%0.165%
8/15/2025Sender Co & Partners Inc.5,198$291K0.1%N/A0.004%
8/15/2025Captrust Financial Advisors12,036$674K0.0%N/A0.008%
8/15/2025Snowden Capital Advisors LLC5,092$285K0.0%N/A0.003%
8/15/2025Scopus Asset Management L.P.97,813$5.48M0.1%+31.6%0.066%
8/15/2025Oxford Asset Management LLP10,079$564K0.2%N/A0.007%
8/15/2025MML Investors Services LLC78,221$4.38M0.0%+104.9%0.053%
8/15/2025Moore Capital Management LP13,000$728K0.0%N/A0.009%
8/15/2025IHT Wealth Management LLC5,759$322K0.0%N/A0.004%
8/15/2025Engineers Gate Manager LP14,880$833K0.0%N/A0.010%
8/15/2025Curi Capital LLC5,326$298K0.0%N/A0.004%
8/15/2025BNP Paribas Financial Markets168,671$9.44M0.0%+35.9%0.114%
8/15/2025Boothbay Fund Management LLC16,931$948K0.0%N/A0.011%
8/15/2025Banque Transatlantique SA48,970$2.67M0.1%+19,488.0%0.033%
8/15/2025Brevan Howard Capital Management LP27,226$1.52M0.0%N/A0.018%
8/15/2025Bank of America Corp DE142,971$8.01M0.0%-34.3%0.097%
8/15/2025Ameriprise Financial Inc.10,447$585K0.0%N/A0.007%
8/14/2025Camarda Financial Advisors LLC3,613$202K0.1%N/A0.002%
8/14/2025California State Teachers Retirement System63,054$3.53M0.0%+139.6%0.043%
8/14/2025Raymond James Financial Inc.337,348$18.89M0.0%+7.2%0.229%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,133,253$231.42M0.4%-12.0%2.800%
8/14/2025Diversify Wealth Management LLC4,455$249K0.0%N/A0.003%
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%
(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, 377 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 354 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 29,352,794 shares in the last 24 months. This purchase volume represents approximately $853.40M in transactions.

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

Of the 79 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 12,915,378 shares in the last 24 months. This volume of shares sold represents approximately $340.12M in transactions.


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This page (NYSE:OKLO) was last updated on 10/16/2025 by MarketBeat.com Staff
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