OKLO · Company research
Oklo Inc. (OKLO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| PFG Advisors | 1694435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3930 | 205657 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29048 | 1520082 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4452 | 232973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1758267 | 92010112 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 26165 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46636 | 2440462 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13084 | 684686 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14179 | 741970 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34512 | 1806013 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33378 | 1746985 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 1832 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16915 | 885162 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Global Assets Advisory, LLC | 1942932 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9050 | 481551 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2514 | 131558 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 23549 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1361400 | 71242062 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Burnham & Co LLC | 2136877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19360 | 1013109 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3953 | 206860 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10065 | 526719 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 57563 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 1968850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 261650 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 575630 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Redhawk Wealth Advisors, Inc. | 1535811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7312 | 382637 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2369 | 123970 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Legacy Advisors, LLC | 1720969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7889 | 412831 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Meriwether Wealth & Planning, LLC | 2055554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4580 | 239671 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25314 | 1324682 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1138234 | 59563785 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BIRCHBROOK, INC. | 2071468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 5233 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2237137 | 117069379 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 2198 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Walser Wealth Management Company, A Ltd Liability Co | 2112280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10843 | 567423 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 671 | 35114 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Essex LLC | 1889147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4999 | 261598 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77326 | 4046470 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 2407 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5763 | 301573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| StoneX Group Inc. | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3607 | 215541 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27000 | 1412910 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 52 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SFAM, LLC | 1713286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 5233 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47321 | 2476326 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 995 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12965 | 678458 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33860 | 1771894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 292 | 15280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11395 | 596300 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8680 | 454224 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13200 | 690756 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Bridge, LLC | 1689144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40705 | 2130093 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12038 | 629944 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Focused Wealth Management, Inc | 1586052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11281 | 590335 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99700 | 5217301 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1845849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 725 | 37939 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57352 | 3001230 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6637 | 347314 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14419 | 754546 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 1869164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 523 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARK Investment Management LLC | 1697748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372257 | 19480209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52089 | 2725817 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WESTBOURNE INVESTMENTS, INC. | 932929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21198 | 1109291 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305259 | 15974203 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12200 | 638426 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wakefield Asset Management LLLP | 1600435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 261650 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HOWARD FINANCIAL SERVICES, LTD. | 1768130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4604 | 240927 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 2878 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1086 | 56830 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Tradewinds Capital Management, LLC | 1616026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 5495 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Perennial Investment Advisors, LLC | 1801523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4531 | 237108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 4178 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19775 | 1034826 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1835 | 96026 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54353 | 2844292 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kaizen Financial Strategies | 1842013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6427 | 337096 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287600 | 15050108 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3778 | 197702 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CAZ INVESTMENTS LP | 1159363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50800 | 2658364 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49155 | 2555077 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352541 | 18448471 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.