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Disclosery

OKLO OKLO INC

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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
ELEVATION POINT WEALTH PARTNERS, LLC500$28K<0.01%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC450$25.2K0.01%+25013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.441$24.7K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA440$24.6K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.350$24.1K0.01%+5013F-HRTimeline
WFA of San Diego, LLC400$22.4K0.02%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC350$19.6K<0.01%+10013F-HR/ATimeline
Delos Wealth Advisors, LLC350$19.6K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC221$18.6K<0.01%013F-HRTimeline
Essential Partners LLC331$18.5K0.01%13F-HRTimeline
CURIO WEALTH, LLC310$17.4K0.01%new13F-HRTimeline
Costello Asset Management, INC300$16.8K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$16K<0.01%013F-HRTimeline
Sound Income Strategies, LLC281$15.7K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK252$14.1K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC250$14K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC234$13.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC204$11.4K<0.01%new13F-HRTimeline
Rossby Financial, LCC200$11.2K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.211$10.9K<0.01%+4013F-HRTimeline
Dogwood Wealth Management LLC202$10.8K0.01%new13F-HRTimeline
TFC Financial Management, Inc.190$10.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC180$10.1K<0.01%-3,44813F-HRTimeline
Cherry Tree Wealth Management, LLC154$8.63K<0.01%-7313F-HRTimeline
FIRST UNITED BANK & TRUST150$8.4K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.117$7K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…125$7K<0.01%new13F-HRTimeline
Activest Wealth Management120$6.72K<0.01%013F-HRTimeline
Anchor Investment Management, LLC110$6.16K<0.01%013F-HRTimeline
Main Street Group, LTD109$6.1K<0.01%-6013F-HRTimeline
Archer Investment Corp105$5.88K<0.01%new13F-HRTimeline
Orion Capital Management LLC105$5.88K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC100$5.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC100$5.6K<0.01%013F-HRTimeline
Bank of New Hampshire100$5.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…100$5.6K<0.01%new13F-HRTimeline
Hilltop National Bank100$5.6K<0.01%13F-HRTimeline
Berbice Capital Management LLC100$5.6K<0.01%-25013F-HRTimeline
New England Capital Financial Advisors …95$5.32K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.85$4.76K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…74$4.14K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp69$3.86K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…65$3.64K<0.01%+1013F-HRTimeline
Cheviot Value Management, LLC40$3.01K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC50$2.8K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.8K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP45$2.52K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.40$2.24K<0.01%-96013F-HRTimeline
Fortitude Family Office, LLC35$1.96K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…30$1.68K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP24$1.38K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC24$1.34K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC23$1.29K<0.01%-1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20$1.12K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC13$1.08K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.19$1.06K<0.01%-1813F-HRTimeline
Tradewinds Capital Management, LLC18$1.01K<0.01%new13F-HRTimeline
Aspect Partners, LLC17$952<0.01%new13F-HRTimeline
Bare Financial Services, Inc16$896<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15$840<0.01%new13F-HRTimelineGroup
SWAN Capital LLC15$840<0.01%+113F-HRTimeline
GeoWealth Management, LLC13$728<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$560<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC10$560<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.9$504<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC9$504<0.01%-913F-HRTimeline
HighMark Wealth Management LLC5$280<0.01%-2013F-HRTimeline
Scarborough Advisors, LLC5$280<0.01%new13F-HRTimeline
City State Bank4$224<0.01%new13F-HRTimeline
BIRCHBROOK, INC.4$224<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1$56<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount 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