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Disclosery

OKLO OKLO INC

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Stock (common), issuer CIK 1849056

289 managers (293 13F filers) reported a position in OKLO shares at 2025-03-31, 34,541,734 shares in all. 101 filers opened a position and 49 filers sold out during the quarter.

Managers
289
13F filers
293
New
101
Added
92
Reduced
72
Sold out
49
Shares held by filers
34,541,734

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Narayanadas Vivekofficer (General Counsel & Secretary)2026-10-09-364 S$34.69Form 4
Narayanadas Vivekofficer (General Counsel & Secretary)2026-10-08+687 MForm 4
Narayanadas Vivekofficer (General Counsel & Secretary)2026-10-06-288 S$37.29Form 4
Narayanadas Vivekofficer (General Counsel & Secretary)2026-10-05-649 S$35.93Form 4
Narayanadas Vivekofficer (General Counsel & Secretary)2026-10-03+1,014 MForm 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stone House Investment Management, LLC2,900$62.7K0.01%new13F-HRTimeline
Kozak & Associates, Inc.2,700$60.9K0.02%013F-HRTimeline
Parkside Financial Bank & Trust2,647$57.3K0.01%+2,29713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,626$56.8K<0.01%013F-HRTimelineGroup
Sandy Spring Bank2,509$54.3K<0.01%+1,00013F-HRTimeline
Flaharty Asset Management, LLC2,500$54.1K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,432$52.6K<0.01%+1,75113F-HRTimelineGroup
IFP Advisors, Inc2,284$49.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,220$48K<0.01%+1,22013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,082$45K<0.01%-7,95013F-HRTimelineGroup
Blue Trust, Inc.2,016$43.6K<0.01%+1,92713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.2,000$43.3K0.01%13F-HRTimeline
VESTOR CAPITAL, LLC2,000$43K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,870$40.4K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,800$38.9K<0.01%+98513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,748$37.8K<0.01%+1,08013F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,654$36K<0.01%new13F-HRTimelineGroup
Ensign Peak Advisors, Inc1,500$32.4K<0.01%new13F-HRTimeline
NATIXISin group Natixis Investment Managers1,224$27.2K<0.01%-7,30413F-HR/ATimelineGroup
AlphaQuest LLC1,201$26K<0.01%-91413F-HRTimeline
SOA Wealth Advisors, LLC.1,098$23.8K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,020$22.1K<0.01%+7313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,014$21.9K0.01%-1,00013F-HRTimelineGroup
JNBA Financial Advisors1,000$21.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1,000$21.6K0.01%new13F-HRTimeline
MAI Capital Management865$18.7K<0.01%+36513F-HRTimeline
Manchester Capital Management LLC860$18.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc841$18.2K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC745$16.1K<0.01%new13F-HRTimeline
Operose Advisors LLC673$14.6K<0.01%+7613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A615$13.3K<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC600$13K<0.01%-40013F-HRTimeline
PFG Private Wealth Management, LLC588$12.7K0.01%new13F-HRTimeline
Allworth Financial LP512$12.5K<0.01%+1013F-HRTimeline
VISION FINANCIAL MARKETS LLC525$11.4K0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC500$11K0.01%new13F-HRTimeline
Copia Wealth Management473$10.2K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.442$9.56K<0.01%+34713F-HRTimeline
ROTHSCHILD INVESTMENT LLC350$7.57K<0.01%+3013F-HRTimeline
Berbice Capital Management LLC350$7.57K0.01%+5013F-HRTimeline
Bear Mountain Capital, Inc.300$7.33K<0.01%-5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC300$6.37K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV285$6.17K<0.01%+23513F-HRTimeline
Sound Income Strategies, LLC281$6.08K<0.01%+22113F-HRTimeline
LANARK FINANCIAL, INC.300$6K<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…268$5.8K<0.01%-5,73213F-HRTimeline
FMR LLCin group FMR LLC262$5.68K<0.01%-5,75113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK252$5.45K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC250$5.41K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC221$5.17K<0.01%-213F-HRTimeline
HHM Wealth Advisors, LLC234$5.06K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC227$4.91K<0.01%new13F-HRTimeline
CVA Family Office, LLC200$4.33K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC200$4.33K<0.01%new13F-HRTimeline
ORG Partners LLC210$4.28K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.171$3.85K<0.01%-1,08313F-HRTimeline
Main Street Group, LTD169$3.66K<0.01%+1013F-HRTimeline
QUADRANT CAPITAL GROUP LLC159$3.44K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST150$3.25K<0.01%+7513F-HRTimeline
Activest Wealth Management120$2.6K<0.01%013F-HRTimeline
Anchor Investment Management, LLC110$2.38K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC100$2.16K<0.01%new13F-HR/ATimeline
SITTNER & NELSON, LLC100$2.16K<0.01%new13F-HRTimeline
Bank of New Hampshire100$2.16K<0.01%new13F-HRTimeline
Hemington Wealth Management100$2K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd48$1.6K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp69$1.49K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…55$1.19K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp50$1.08K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49$1.06K<0.01%+2313F-HRTimelineGroup
Lindbrook Capital, LLC41$887<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.37$801<0.01%new13F-HRTimeline
Millstone Evans Group, LLC33$714<0.01%+2313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC31$671<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…30$648<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC25$541<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP24$534<0.01%013F-HRTimeline
HighMark Wealth Management LLC25$531<0.01%+1813F-HRTimeline
COMERICA BANK24$519<0.01%013F-HRTimeline
Continuum Advisory, LLC20$433<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC18$390<0.01%new13F-HRTimeline
SWAN Capital LLC14$303<0.01%-8113F-HRTimeline
Bell Investment Advisors, Inc12$260<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC10$217<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.8$174<0.01%new13F-HRTimeline
True Wealth Design, LLC2$44<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC26$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
FNY Investment Advisers, LLC11$00%-9013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Narayanadas Vivek acquired 323 OKLO shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-13. 0002146790-26-000019

    Accepted , ingested

  • Narayanadas Vivek sold 288 OKLO shares on 2026-10-06, Form 4 filed 2026-10-08. 0002146790-26-000017

    Accepted , ingested

  • Narayanadas Vivek acquired 365 OKLO shares between 2026-10-03 and 2026-10-05, Form 4 filed 2026-10-06. 0002146790-26-000015

    Accepted , ingested