Skip to content
Disclosery

OKLO OKLO INC

Follow

Stock (common), issuer CIK 1849056

474 managers (483 13F filers) reported a position in OKLO shares at 2025-06-30, 54,133,558 shares in all. 234 filers opened a position and 44 filers sold out during the quarter.

Managers
474
13F filers
483
New
234
Added
134
Reduced
72
Sold out
44
Shares held by filers
54,133,558

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Janney Montgomery Scott LLC14,339$803K<0.01%+2,10613F-HRTimeline
BayBridge Capital Group, LLC13,734$769K0.49%-10613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,533$758K0.01%-3,75013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,190$739K<0.01%new13F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC13,173$738K0.31%new13F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP13,000$728K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,850$719K<0.01%+74513F-HRTimelineGroup
CIBC WORLD MARKETS CORP12,657$709K<0.01%new13F-HRTimeline
Sheets Smith Investment Management12,578$704K0.62%new13F-HRTimeline
Per Stirling Capital Management, LLC.12,557$703K0.09%+2,71513F-HRTimeline
ALGERT GLOBAL LLC12,430$696K0.01%new13F-HR/ATimeline
SLT Holdings LLC12,325$690K0.51%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,249$686K0.03%new13F-HRTimeline
Palumbo Wealth Management LLC12,210$684K0.21%+5013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,156$681K<0.01%-569,84613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,036$674K<0.01%new13F-HRTimeline
Balboa Wealth Partners11,828$662K0.13%-7,13213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…11,732$657K<0.01%+2,20013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC11,716$656K<0.01%-37,45113F-HRTimeline
Kaizen Financial Strategies11,477$643K0.33%-2,04313F-HRTimeline
Financial Advocates Investment Manageme…11,387$638K0.05%+45513F-HRTimeline
Polymer Capital Management (HK) LTD11,170$625K0.1%new13F-HRTimeline
Leonteq Securities AG11,000$616K0.04%-27,00013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,813$605K0.01%+8513F-HRTimeline
Parallel Advisors, LLC10,622$595K0.01%-1,24013F-HRTimeline
SYNOVUS FINANCIAL CORP10,525$589K0.01%new13F-HRTimeline
Fox Hill Wealth Management10,471$586K0.3%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,447$585K<0.01%new13F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS10,182$570K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,275$568K<0.01%new13F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP10,079$564K0.19%new13F-HRTimeline
KLCM Advisors, Inc.10,000$560K0.06%013F-HRTimeline
Modus Advisors, LLC10,000$560K0.17%new13F-HRTimeline
Aventura Private Wealth, LLC9,925$556K0.24%-20013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,819$550K0.05%new13F-HRTimeline
MRA Advisory Group9,770$547K0.26%+26613F-HRTimeline
Steward Partners Investment Advisory, L…9,635$539K<0.01%-1,47813F-HRTimeline
Entropy Technologies, LP9,612$538K0.04%new13F-HRTimeline
Independent Advisor Alliance9,514$533K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,405$527K<0.01%-97113F-HRTimelineGroup
Strategic Blueprint, LLC9,250$518K0.03%-2113F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,139$512K0.01%new13F-HRTimeline
GWN SECURITIES INC.8,886$498K0.09%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC8,853$477K0.03%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,427$472K0.02%new13F-HRTimeline
Empowered Funds, LLC8,415$471K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,291$464K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC8,150$456K0.01%+1,39613F-HRTimeline
XPONANCE LLC8,133$455K<0.01%new13F-HRTimeline
United Capital Management of KS, Inc.8,016$449K0.07%-1,98813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,011$449K<0.01%-15,98313F-HRTimelineGroup
CHOREO, LLC7,946$445K0.01%new13F-HRTimeline
Adams Wealth Management7,797$437K0.08%new13F-HRTimeline
CacheTech Inc.7,797$437K0.08%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.7,784$436K0.27%new13F-HRTimeline
Modera Wealth Management, LLC7,753$434K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,643$428K0.01%-40,29713F-HRTimelineGroup
Total Wealth Planning & Management, Inc.7,636$428K0.37%new13F-HRTimeline
HBK INVESTMENTS L P7,500$420K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silverleafe Capital Partners, LLC7,210$404K0.14%-2,51713F-HRTimeline
Bensler, LLC7,205$403K0.05%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,200$403K0.01%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC7,110$398K<0.01%new13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding7,109$398KnewTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,992$391K0.03%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,974$390K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC6,965$390K0.08%+12013F-HR/ATimeline
WORLD EQUITY GROUP, INC.6,963$390K0.11%new13F-HRTimeline
Darden Wealth Group Inc6,950$389K0.23%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,860$384K0.03%new13F-HRTimeline
Signature Wealth Management Partners, L…6,839$383K0.22%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC6,826$382K<0.01%new13F-HRTimelineGroup
AlphaQuest LLC6,740$377K0.04%+5,53913F-HRTimeline
Powell Investment Advisors, LLC6,735$377K0.14%new13F-HRTimeline
WEALTH EFFECTS LLC6,710$376K0.14%new13F-HRTimeline
Sovereign Financial Group, Inc.6,675$374K0.08%new13F-HRTimeline
PFG Advisors6,397$358K0.02%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,323$354K0.02%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,455$350K0.02%new13F-HRTimelineGroup
SCS Capital Management LLC6,241$349K<0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,200$347K0.19%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP6,132$343K0.01%new13F-HRTimeline
Circle Wealth Management, LLC6,020$337K0.01%new13F-HRTimeline
Plancorp, LLC6,016$337K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,008$336K0.02%new13F-HRTimelineGroup
Crescent Grove Advisors, LLC5,988$335K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,870$329K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,810$325K0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.5,765$323K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,763$323K<0.01%+3,33113F-HRTimelineGroup
IHT Wealth Management, LLC5,759$322K0.01%new13F-HRTimeline
First National Trust Co5,650$316K0.01%new13F-HRTimeline
CastleKnight Management LP5,600$314K0.02%-29,90013F-HRTimeline
Strategies Wealth Advisors, LLC5,596$313K0.03%new13F-HRTimeline
Inscription Capital, LLC5,508$308K0.04%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,475$307K0.02%new13F-HRTimeline
Moors & Cabot, Inc.5,361$300K0.01%new13F-HRTimeline
Curi Capital, LLC5,326$298K0.01%new13F-HRTimeline
Mutual Advisors, LLC3,924$296K0.01%new13F-HRTimeline
Wealth Management Partners, LLC5,285$296K0.1%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,278$296K0.03%new13F-HRTimeline
Rollins Financial Advisors, LLC5,203$291K0.05%new13F-HRTimeline
Ensign Peak Advisors, Inc5,200$291K<0.01%+3,70013F-HRTimeline
Sender Co & Partners, Inc.5,198$291K0.08%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,193$291K0.01%+1,29713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,105$286K0.02%new13F-HR/ATimeline
Snowden Capital Advisors LLC5,092$285K0.01%new13F-HRTimeline
LexAurum Advisors, LLC5,035$282K0.04%new13F-HRTimeline
First Business Financial Services, Inc.5,000$280K0.03%new13F-HRTimeline
Coastal Bridge Advisors, LLC5,000$280K0.02%new13F-HRTimeline
Black Swift Group, LLC5,000$280K0.06%new13F-HRTimeline
McAlister, Sweet & Associates, Inc.5,000$280K0.25%new13F-HRTimeline
Infini Capital Management Ltd5,000$280K0.18%new13F-HRTimeline
Stephens Consulting, LLC5,000$280K0.07%013F-HRTimeline
Carbahal Olsen Financial Services Group…5,000$280K0.24%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,941$277K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC4,928$276K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,856$272K0.03%-5,11913F-HRTimeline
Herold Advisors, Inc.4,700$263K0.06%new13F-HRTimeline
Essex LLC4,630$259K0.05%new13F-HRTimeline
Cornerstone Capital, Inc.4,525$253K0.03%new13F-HRTimeline
Perennial Investment Advisors, LLC4,522$253K0.02%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC4,509$252K0.09%new13F-HRTimeline
Sunpointe, LLC4,500$252K0.1%new13F-HRTimeline
MEANS INVESTMENT CO., INC.4,461$250K0.02%new13F-HRTimeline
360 Financial, Inc.4,375$245K0.08%new13F-HRTimeline
AdvisorNet Financial, Inc4,283$240K0.02%+3,44213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,262$239K0.01%new13F-HRTimelineGroup
Integrity Wealth Solutions LLC4,218$236K0.12%new13F-HRTimeline
WOLFF WIESE MAGANA LLC4,191$235K0.15%+1013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,191$235K<0.01%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,175$234K0.03%new13F-HRTimeline
Bordeaux Wealth Advisors LLC4,158$233K0.03%new13F-HRTimeline
GC Wealth Management RIA, LLC4,124$231K0.02%new13F-HRTimeline
Meriwether Wealth & Planning, LLC4,115$230K0.14%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,040$226K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC3,988$223K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC3,977$223K<0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC3,894$218K0.06%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,884$217K<0.01%new13F-HRTimeline
Kera Capital Partners, Inc.3,790$212K0.04%new13F-HRTimeline
CIBC Asset Management Inc3,778$212K<0.01%new13F-HRTimeline
Apexium Financial, LP3,775$211K0.01%new13F-HRTimeline
IFG Advisory, LLC3,715$208K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC3,632$203K0.01%new13F-HRTimeline
Camarda Financial Advisors, LLC3,613$202K0.08%new13F-HRTimeline
Stiles Financial Services Inc3,610$202K0.07%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,602$202K0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC3,592$201K0.03%new13F-HRTimeline
State of Wyoming3,568$200K0.02%new13F-HRTimeline
AMALGAMATED BANK3,508$196K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.3,347$187K<0.01%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,237$181K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,152$176K<0.01%-4,00013F-HRTimeline
Quaker Wealth Management, LLC3,083$173K0.06%new13F-HRTimeline
Avion Wealth2,981$166K0.04%new13F-HR/ATimeline
Stone House Investment Management, LLC2,900$162K0.03%013F-HRTimeline
IFP Advisors, Inc2,813$158K<0.01%+52913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,813$158K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,660$149K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,626$147K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.2,700$146K0.03%013F-HRTimeline
Parkside Financial Bank & Trust2,528$142K0.02%-11913F-HRTimeline
CENTAURUS FINANCIAL, INC.2,470$138K0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC963$138K0.01%-1,03713F-HRTimeline
Allworth Financial LP2,347$131K<0.01%+1,83513F-HRTimeline
Sterling Capital Management LLC2,204$123K<0.01%new13F-HR/ATimeline
Larson Financial Group LLC2,150$120K<0.01%-7013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,099$118K<0.01%-60,42313F-HRTimelineGroup
Blue Trust, Inc.2,016$113K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,000$112K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC2,000$112K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,893$106K<0.01%+9313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,870$105K0.1%013F-HRTimeline
KBC Group NVin group KBC Group NV1,849$104K<0.01%+19513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,832$103K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,514$84.8K0.03%+50013F-HRTimelineGroup
SJS Investment Consulting Inc.1,350$75.6K0.01%+90813F-HRTimeline
SOA Wealth Advisors, LLC.1,098$61.5K0.01%013F-HRTimeline
Copia Wealth Management1,077$60.3K0.05%+60413F-HRTimeline
Strategic Wealth Partners, Ltd.1,028$57.6K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.1,025$57.2K0.03%new13F-HRTimeline
Skylands Capital, LLC1,000$56K0.01%new13F-HRTimeline
Solstein Capital, LLC1,000$56K0.03%new13F-HRTimeline
SIGNATUREFD, LLC878$49.2K<0.01%-8,08413F-HRTimeline
MAI Capital Management802$44.9K<0.01%-6313F-HRTimeline
FNY Investment Advisers, LLC802$44K0.02%+79113F-HRTimeline
GPS Wealth Strategies Group, LLC745$41.7K<0.01%013F-HRTimeline
ORG Partners LLC800$41.4K0.01%+59013F-HRTimeline
COMERICA BANK716$40.1K<0.01%+69213F-HRTimeline
Operose Advisors LLC673$37.7K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…655$36.7K<0.01%+60613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC640$35.8K<0.01%+29013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …624$35K<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC600$33.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV590$33K<0.01%+30513F-HRTimeline
Manchester Capital Management LLC570$31.9K<0.01%-29013F-HRTimeline
VISION FINANCIAL MARKETS LLC525$29.4K0.03%013F-HRTimeline
NATIXISin group Natixis Investment Managers524$29.3K<0.01%-70013F-HRTimelineGroup
Vermillion Wealth Management, Inc.500$28K0.01%-3,11813F-HRTimeline

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