OkloOKLO

13F holders, Q1 2025 (March 31)
292holders +54
100new positions
49sold out
5famous investors
$21.63avg. 13F price*

At the end of Q1 2025, 292 institutions reported holding Oklo Inc. (OKLO) in their 13F filings, up 54 from Q4 2024. 100 opened new positions and 49 sold out. The largest holders were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($101.6M), Vanguard Group Inc. ($94.8M) and Van Eck Associates Corp. ($59.9M). 5 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Oklo Inc.
CUSIP
02156V109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 54Q1 2024Q2 2024: 93Q2 2024Q3 2024: 124Q3 2024Q4 2024: 238Q4 2024Q1 2025: 292Q1 2025Q2 2025: 481Q2 2025Q3 2025: 639Q3 2025Q4 2025: 683Q4 2025Q1 2026: 679Q1 2026Q2 2026: 673Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions100$76.7M
Exits49$228.6M

All 13F filers, Q4 2024 → Q1 2025: 9,881,153 shares bought and 16,819,377 shares sold, net −6,938,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 292 holders

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% Reduce -4.7% 4,696,881 $101.6M
Vanguard Group Inc. 0.00% Add +0.9% 4,381,397 $94.8M
Van Eck Associates Corp. 0.08% Add +52.0% 2,767,694 $59.9M
Morgan Stanley 0.00% Add +243.3% 1,963,618 $42.5M
BlackRock, Inc. 0.00% Add +7.4% 1,477,744 $32.0M
UBS Group AG 0.01% Reduce -31.1% 1,280,591 $27.7M
Renaissance Technologies 0.04% Add +158.4% 1,096,400 $23.7M
Compound Planning, Inc. 0.95% Add +6.2% 964,827 $20.9M
Portland Investment Counsel Inc. 5.27% Add +0.6% 807,580 $17.4M
Geode Capital Management, LLC 0.00% Add +4.3% 759,943 $16.4M
Millennium Management 0.01% Add +4974.1% 582,002 $12.6M
CloudAlpha Capital Management Limited/Hong Kong 1.78% New 539,706 $11.7M
Goldman Sachs Group Inc. 0.00% Add +104.4% 487,098 $10.5M
Readystate Asset Management LP 0.87% Reduce -12.3% 442,095 $9.6M
Sculptor Capital LP 0.33% Add +94.7% 433,400 $9.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.8% 410,432 $8.9M
Citadel Advisors 0.01% Add +6567.2% 407,433 $8.8M
State Street Corp. 0.00% Reduce -9.7% 385,712 $8.3M
Cardiff Park Advisors, LLC 0.73% Add +10.8% 349,240 $7.6M
Jump Financial, LLC 0.11% New 320,352 $6.9M
Raymond James Financial Inc. 0.00% Add +202.6% 314,794 $6.8M
Tidal Investments LLC 0.06% New 313,300 $6.8M
Bank of America Corp. 0.00% Add +35.6% 295,217 $6.4M
ARK Investment Management 0.06% Reduce -36.7% 287,744 $6.2M
Corient Private Wealth LP 0.01% Reduce -14.3% 272,654 $5.9M
LPL Financial LLC 0.00% Add +103.9% 265,241 $5.7M
Temasek Holdings (Private) Ltd 0.02% No change 256,569 $5.5M
Headlands Technologies LLC 0.54% Add +2120.2% 218,820 $4.7M
HRT Financial LP 0.03% New 218,624 $4.7M
Baird Financial Group, Inc. 0.01% Reduce -19.8% 206,223 $4.5M
Focus Partners Wealth 0.01% Reduce -60.0% 201,753 $4.4M
Susquehanna International Group, LLP 0.01% Reduce -81.0% 180,099 $3.9M
PEAK6 LLC 0.15% New 173,856 $3.8M
Northern Trust Corp. 0.00% Add +0.8% 168,609 $3.6M
Alyeska Investment Group, L.P. 0.01% Reduce -87.6% 150,000 $3.2M
Exchange Traded Concepts, LLC 0.06% Reduce -67.8% 146,835 $3.2M
FORA Capital, LLC 0.31% New 142,221 $3.1M
Jane Street Group, LLC 0.01% Reduce -53.8% 134,519 $2.9M
Rockefeller Capital Management L.P. 0.01% New 132,893 $2.9M
Caprock Group, LLC 0.09% No change 132,778 $2.9M
ExodusPoint Capital Management, LP 0.04% New 124,911 $2.7M
Wells Fargo & Company 0.00% Add +44.7% 124,303 $2.7M
BNP Paribas Financial Markets 0.00% Add +20579.5% 124,077 $2.7M
JAT Capital Mgmt LP 1.02% Reduce -82.2% 123,830 $2.7M
Strategic Planning Group, LLC 0.51% Reduce -17.1% 120,515 $2.6M
Virtu Financial LLC 0.14% New 118,229 $2.6M
OMERS ADMINISTRATION Corp 0.02% New 117,400 $2.5M
Osaic Holdings, Inc. 0.01% Add +122.7% 115,478 $2.5M
Private Advisor Group, LLC 0.02% Reduce -13.9% 115,113 $2.5M
Qube Research & Technologies Ltd 0.00% New 114,618 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +90.9% 112,772 $2.4M
Westwood Wealth Management 1.03% Add +460.9% 110,500 $2.4M
Windmill Hill Asset Management Ltd 0.69% Add +47.9% 102,855 $2.2M
Verition Fund Management LLC 0.01% New 101,648 $2.2M
SkyView Investment Advisors, LLC 0.33% No change 100,000 $2.2M
Cetera Investment Advisers 0.00% Add +72.2% 99,237 $2.1M
Royal Bank of Canada 0.00% Add +162.6% 92,850 $2.0M
Jain Global LLC 0.04% New 87,159 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +89.2% 78,112 $1.7M
Scopus Asset Management, L.P. 0.06% Reduce -79.3% 74,323 $1.6M
T. Rowe Price Associates Inc. 0.00% New 73,832 $1.6M
Stifel Financial Corp. 0.00% Reduce -37.7% 72,873 $1.6M
National Philanthropic Trust 0.02% No change 70,000 $1.5M
AE Wealth Management LLC 0.01% New 69,399 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +66.8% 68,577 $1.5M
Group One Trading LLC 0.06% Reduce -83.3% 68,279 $1.5M
Caitong International Asset Management Co., Ltd 1.05% Add +36708.5% 65,151 $1.4M
IMC-Chicago, LLC 0.05% New 64,415 $1.4M
ArchPoint Investors 0.44% Add +183.0% 61,849 $1.3M
Canal Insurance CO 0.31% Add +100.0% 60,000 $1.3M
Swiss National Bank 0.00% No change 59,600 $1.3M
HITE Hedge Asset Management LLC 0.08% Reduce -69.8% 58,658 $1.3M
CIBC Private Wealth Group LLC 0.00% Reduce -32.8% 62,522 $1.3M
Secure Asset Management, LLC 0.25% Reduce -14.4% 56,553 $1.2M
National Bank of Canada 0.00% Add +40.9% 53,684 $1.2M
Squarepoint Ops LLC 0.00% New 53,421 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +13.5% 52,655 $1.1M
Cerity Partners LLC 0.00% Reduce -3.4% 51,970 $1.1M
Citizens Financial Group Inc. 0.02% New 51,735 $1.1M
SPX Gestao de Recursos Ltda 0.14% Reduce -50.0% 50,000 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -69.9% 49,942 $1.1M
Victory Capital Management Inc. 0.00% New 49,167 $1.1M
HarbourVest Partners LLC 0.68% New 48,420 $1.0M
Tower Research Capital LLC (TRC) 0.03% Add +886.6% 47,940 $1.0M
Prospera Financial Services Inc 0.02% New 46,757 $1.0M
SBI Securities Co., Ltd. 0.03% Add +39.3% 46,432 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -62.5% 46,391 $1.0M
Scientech Research LLC 0.25% New 43,900 $950K
PFG Investments, LLC 0.06% Reduce -10.1% 41,093 $889K
Mariner, LLC 0.00% Add +28.4% 40,284 $871K
Mercer Global Advisors Inc. 0.00% Add +47.6% 38,481 $832K
Two Sigma Investments, LP 0.00% Add +2.7% 38,299 $828K
MML Investors Services, LLC 0.00% Reduce -38.4% 38,179 $826K
Leonteq Securities AG 0.06% Add +118.2% 38,000 $821K
Geneos Wealth Management Inc. 0.03% Add +24.8% 36,973 $800K
Legacy Bridge, LLC 0.44% Add +1.1% 36,465 $789K
CastleKnight Management LP 0.09% Reduce -27.1% 35,500 $768K
VestGen Advisors, LLC 0.03% — 35,475 $767K
Concurrent Investment Advisors, LLC 0.02% New 35,282 $763K
Aristotle Atlantic Partners, LLC 0.03% No change 35,136 $760K
Jones Financial Companies LLLP 0.00% Add +446.9% 33,870 $758K
Wolverine Trading, LLC 0.02% Add +12.7% 32,044 $717K
Nebula Research & Development LLC 0.06% Reduce -16.8% 29,967 $648K
Legal & General Group Plc 0.00% Add +0.1% 29,632 $641K
Sanctuary Advisors, LLC 0.00% Add +6.2% 28,242 $611K
Cresset Asset Management, LLC 0.00% Add +22.0% 27,786 $601K
California State Teachers Retirement System 0.00% No change 26,315 $569K
Neuberger Berman Group LLC 0.00% Reduce -0.3% 25,989 $562K
Walleye Capital LLC 0.01% Reduce -52.1% 25,376 $549K
Marco Investment Management LLC 0.05% New 25,375 $549K
Sepio Capital, LP 0.04% Reduce -0.4% 25,277 $547K
Bokf, NA 0.01% Reduce -64.3% 25,000 $541K
HighTower Advisors, LLC 0.00% Add +51.8% 24,859 $538K
Prime Capital Investment Advisors, LLC 0.01% Add +155.2% 24,508 $530K
Evergreen Capital Management LLC 0.02% New 24,185 $523K
Prelude Capital Management, LLC 0.05% Reduce -58.8% 24,004 $519K
AQR Capital Management 0.00% New 23,994 $519K
Manufacturers Life Insurance Company, The 0.00% New 23,361 $505K
Stratos Wealth Partners, LTD. 0.01% Add +75.9% 23,195 $502K
State of Wisconsin Investment Board 0.00% Add +1.3% 21,151 $457K
Hudson Bay Capital Management LP 0.00% New 19,700 $426K
J.W. Cole Advisors, Inc. 0.01% New 19,526 $422K
Mirae Asset Global Investments Co., Ltd. 0.00% New 18,440 $413K
Hilltop Holdings Inc. 0.03% Add +99.6% 19,076 $413K
Oppenheimer & Co. Inc. 0.01% New 18,994 $411K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% New 18,961 $410K
Balboa Wealth Partners 0.10% Reduce -26.5% 18,960 $410K
Capstone Investment Advisors, LLC 0.00% New 18,020 $390K
WJ Wealth Management, LLC 0.14% Reduce -16.3% 18,000 $389K
Spirit of America Management Corp. 0.08% Add +1650.0% 17,500 $379K
Joule Financial, LLC 0.13% Reduce -81.1% 17,446 $377K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 17,300 $374K
Park Avenue Securities LLC 0.00% New 17,283 $374K
Advisory Services Network, LLC 0.01% New 17,116 $370K
Tradewinds, LLC. 0.10% No change 17,045 $369K
Bank of New York Mellon Corp 0.00% New 16,558 $358K
Vantage Point Financial LLC 0.17% Add +63.8% 16,053 $347K
StoneCrest Wealth Management, Inc. 0.22% New 16,052 $347K
Mairs & Power Inc. 0.00% Add +10.8% 15,971 $345K
Peapack Gladstone Financial Corp. 0.01% Add +36.2% 15,825 $342K
Bank of Montreal 0.00% Reduce -87.8% 15,758 $341K
NewEdge Advisors, LLC 0.00% Add +165.6% 15,672 $339K
Avantax Advisory Services, Inc. 0.00% New 15,659 $339K
Qsemble Capital Management, LP 0.04% New 15,365 $332K
TCFG Wealth Management, LLC 0.17% Reduce -27.7% 15,330 $332K
Sowell Financial Services LLC 0.01% Add +5.4% 15,275 $330K
Janus Henderson Group PLC 0.00% No change 14,700 $329K
JW Asset Management, LLC 0.18% No change 15,000 $324K
CreativeOne Wealth, LLC 0.01% New 14,034 $304K
BayBridge Capital Group, LLC 0.22% New 13,840 $299K
Kaizen Financial Strategies 0.17% Add +26.7% 13,520 $292K
Intrua Financial, LLC 0.05% Add +4.2% 13,375 $289K
Matauro, LLC 0.06% Reduce -55.6% 13,337 $288K
Schonfeld Strategic Advisors LLC 0.00% Reduce -23.6% 12,722 $275K
Janney Montgomery Scott LLC 0.00% Reduce -57.9% 12,233 $265K
Palumbo Wealth Management LLC 0.09% Add +17.5% 12,160 $263K
Truist Financial Corp. 0.00% Add +13.4% 12,105 $262K
KLP Kapitalforvaltning As 0.00% Reduce -10.4% 12,100 $262K
&partners 0.00% New 11,339 $261K
Wedbush Securities Inc. 0.01% New 12,085 $261K
Mgo One Seven LLC 0.01% Reduce -2.3% 12,046 $261K
Parallel Advisors, LLC 0.01% Add +42.4% 11,862 $257K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,738 $254K
Steward Partners Investment Advisory, LLC 0.00% Add +19.2% 11,113 $240K
Pictet Asset Management Holding SA 0.00% Reduce -19.1% 10,971 $239K
Financial Advocates Investment Management 0.02% Reduce -3.7% 10,932 $236K
Johnson Investment Counsel Inc. 0.00% No change 10,728 $232K
OneDigital Investment Advisors LLC 0.00% New 10,601 $229K
PNC Financial Services Group, Inc. 0.00% Add +57.8% 10,376 $224K
Aventura Private Wealth, LLC 0.11% Reduce -0.6% 10,125 $219K
Balyasny Asset Management L.P. 0.00% Reduce -88.7% 10,101 $218K
United Capital Management of KS, Inc. 0.04% New 10,004 $216K
Firsthand Capital Management, Inc. 0.52% No change 10,000 $216K
KLCM Advisors, Inc. 0.03% No change 10,000 $216K
Redhawk Wealth Advisors, Inc. 0.03% New 9,975 $216K
Two Sigma Securities, LLC 0.03% New 9,926 $215K
Creative Planning 0.00% New 9,913 $214K
Per Stirling Capital Management, LLC. 0.03% Reduce -36.9% 9,842 $213K
Silverleafe Capital Partners, LLC 0.07% Reduce -63.9% 9,727 $210K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -14.4% 9,532 $206K
MRA Advisory Group 0.11% New 9,504 $206K
Two Sigma Advisers, LP 0.00% New 9,400 $203K
Strategic Blueprint, LLC 0.01% Reduce -9.6% 9,271 $201K
Signaturefd, LLC 0.00% Add +5.4% 8,962 $194K
NFSG Corp 0.04% Reduce -7.3% 7,650 $165K
Federation des caisses Desjardins du Quebec 0.00% Reduce -16.4% 7,152 $155K
Farther Finance Advisors, LLC 0.00% Reduce -65.6% 6,754 $152K
SG Americas Securities, LLC 0.00% New 6,972 $151K
Banque Cantonale Vaudoise 0.01% — 6,894 $149K
Prestige Wealth Management Group LLC 0.03% Reduce -59.6% 6,845 $148K
Barclays PLC 0.00% Reduce -17.0% 6,366 $138K
Rakuten Securities, Inc. 0.07% New 6,313 $137K
Ancora Advisors LLC 0.00% Add +26.0% 5,810 $126K
Stephens Consulting, LLC 0.03% Reduce -16.7% 5,000 $108K
Cwm, LLC 0.00% Add +1409.1% 4,980 $108K
Twin Tree Management, LP 0.00% Add +1612.1% 4,811 $104K
Noble Wealth Management PBC 0.07% New 4,800 $104K
Wolff Wiese Magana LLC 0.06% Reduce -10.0% 4,181 $90K
Spire Wealth Management 0.00% Add +14.1% 3,896 $84K
CoreCap Advisors, LLC 0.00% Add +141.1% 3,628 $78K
Vermillion Wealth Management, Inc. 0.02% Add +623.6% 3,618 $78K
North Capital, Inc. 0.06% — 3,000 $65K
Rhumbline Advisers 0.00% New 3,000 $65K
Stone House Investment Management, LLC 0.01% New 2,900 $63K
Kozak & Associates, Inc. 0.02% No change 2,700 $61K
Parkside Financial Bank & Trust 0.01% Add +656.3% 2,647 $57K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,626 $57K
Sandy Spring Bank 0.00% Add +66.3% 2,509 $54K
Flaharty Asset Management, LLC 0.01% New 2,500 $54K
US Bancorp \de 0.00% Add +257.1% 2,432 $53K
IFP Advisors, Inc 0.00% New 2,284 $49K
Larson Financial Group LLC 0.00% Add +122.0% 2,220 $48K
Citigroup Inc. 0.00% Reduce -79.3% 2,082 $45K
Blue Trust, Inc. 0.00% Add +2165.2% 2,016 $44K
Graybill Wealth Management, LTD. 0.01% — 2,000 $43K
Vestor Capital, LLC 0.00% New 2,000 $43K
Chesapeake Asset Management LLC 0.04% New 1,870 $40K
Harbour Investments, Inc. 0.00% Add +120.9% 1,800 $39K
Deutsche Bank AG 0.00% Add +161.7% 1,748 $38K
KBC Group NV 0.00% New 1,654 $36K
Ensign Peak Advisors, Inc 0.00% New 1,500 $32K
Natixis 0.00% Reduce -85.7% 1,224 $27K
AlphaQuest LLC 0.00% Reduce -43.2% 1,201 $26K
SOA Wealth Advisors, LLC. 0.01% No change 1,098 $24K
Stonebridge Financial Group, LLC 0.00% Add +7.7% 1,020 $22K
Anfield Capital Management, LLC 0.01% Reduce -49.6% 1,014 $22K
Cape Investment Advisory, Inc. 0.01% New 1,000 $22K
JNBA Financial Advisors 0.00% New 1,000 $22K
MAI Capital Management 0.00% Add +73.0% 865 $19K
Manchester Capital Management LLC 0.00% New 860 $19K
AdvisorNet Financial, Inc 0.00% New 841 $18K
GPS Wealth Strategies Group, LLC 0.00% New 745 $16K
Operose Advisors LLC 0.00% Add +12.7% 673 $15K
Credit Agricole S A 0.00% New 615 $13K
Atticus Wealth Management, LLC 0.00% Reduce -40.0% 600 $13K
PFG Private Wealth Management, LLC 0.01% New 588 $13K
Allworth Financial LP 0.00% Add +2.0% 512 $12K
Vision Financial Markets LLC 0.01% New 525 $11K
Ulland Investment Advisors, LLC 0.01% New 500 $11K
Copia Wealth Management 0.01% New 473 $10K
SJS Investment Consulting Inc. 0.00% Add +365.3% 442 $10K
Berbice Capital Management LLC 0.01% Add +16.7% 350 $8K
Rothschild Investment LLC 0.00% Add +9.4% 350 $8K
Bear Mountain Capital, Inc. 0.00% Reduce -14.3% 300 $7K
Armstrong Advisory Group, Inc. 0.00% No change 300 $6K
Creative Financial Designs Inc. 0.00% Add +470.0% 285 $6K
Sound Income Strategies, LLC 0.00% Add +368.3% 281 $6K
Lanark Financial, Inc. 0.00% — 300 $6K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -95.5% 268 $6K
FMR LLC 0.00% Reduce -95.6% 262 $6K
Huntington National Bank 0.00% New 252 $5K
Salem Investment Counselors Inc. 0.00% No change 250 $5K
Cornerstone Planning Group LLC 0.00% Reduce -0.9% 221 $5K
HHM Wealth Advisors, LLC 0.00% New 234 $5K
Cherry Tree Wealth Management, LLC 0.00% New 227 $5K
Fourth Dimension Wealth, LLC 0.00% New 200 $4K
CVA Family Office, LLC 0.00% New 200 $4K
ORG Partners LLC 0.00% New 210 $4K
TD Waterhouse Canada Inc. 0.00% Reduce -86.4% 171 $4K
Main Street Group, LTD 0.00% Add +6.3% 169 $4K
Quadrant Capital Group LLC 0.00% New 159 $3K
First United Bank & Trust 0.00% Add +100.0% 150 $3K
Activest Wealth Management 0.00% No change 120 $3K
Anchor Investment Management, LLC 0.00% New 110 $2K
Sittner & Nelson, LLC 0.00% New 100 $2K
Bank of New Hampshire 0.00% New 100 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 100 $2K
Hemington Wealth Management 0.00% New 100 $2K
Aster Capital Management (DIFC) Ltd 0.00% New 48 $2K
SouthState Bank Corp 0.00% New 69 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 55 $1K
Murphy & Mullick Capital Management Corp 0.00% New 50 $1K
EverSource Wealth Advisors, LLC 0.00% Add +88.5% 49 $1K
Lindbrook Capital, LLC 0.00% New 41 $887
Physician Wealth Advisors, Inc. 0.00% New 37 $801
Millstone Evans Group, LLC 0.00% Add +230.0% 33 $714
MPWM Advisory Solutions, LLC 0.00% New 31 $671
Comprehensive Financial Planning, Inc. 0.00% No change 30 $648
Spectrum Wealth Counsel, LLC 0.00% No change 25 $541
Slocum, Gordon & Co LLP 0.00% No change 24 $534
HighMark Wealth Management LLC 0.00% Add +257.1% 25 $531
Comerica Bank 0.00% No change 24 $519
Kestra Investment Management, LLC 0.00% New 22 $476
Continuum Advisory, LLC 0.00% New 20 $433
Rialto Wealth Management, LLC 0.00% New 18 $390
SWAN Capital LLC 0.00% Reduce -85.3% 14 $303
Bell Investment Advisors, Inc 0.00% New 12 $260
Accredited Wealth Management, LLC 0.00% New 10 $217
GHP Investment Advisors, Inc. 0.00% New 8 $174
True Wealth Design, LLC 0.00% New 2 $44
Lazard Asset Management LLC 0.00% New 26 $0
FNY Investment Advisers, LLC 0.00% Reduce -89.1% 11 $0

"% of holder's portfolio" is OKLO's weight in each manager's 13F, not the share of Oklo Inc. the manager owns.