Stock

Oklo Inc.

OKLO · held by 24 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$421.2M

Holders

+5 new · −0 exited

Holders’ est. mark

$14.2M

Price effect on 8 books still in the name

Largest holder

$256.2M

MORGAN STANLEY

Holder count by quarter

Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	2.3M	$256.2M	—	Held
CANTOR FITZGERALD, L. P.	708K	$79M	—	Held
BANK OF AMERICA CORP /DE/	462.3K	$51.6M	—	Held
BARCLAYS PLC	161.5K	$18M	$8.99M	Cut−$4.98M
Cresset Asset Management, LLC	38.3K	$4.28M	$1.61M	Added$2.66M
Sanctuary Advisors, LLC	34.3K	$3.83M	$1.88M	Added$1.93M
INDEPENDENT FINANCIAL GROUP, LLC	25.3K	$2.82M	$461.3K	Added$2.36M
Aventura Private Wealth, LLC	9.98K	$1.11M	$552.2K	Added$558.6K
Prestige Wealth Management Group LLC	7.07K	$788.8K	$387.5K	Added$398.8K
IFP Advisors, Inc	5.65K	$630.9K	—	Held
Leonteq Securities AG	5.25K	$586.5K	$292.3K	Cut−$29.4K
Swiss Life Asset Management Ltd	4.79K	$535K	—	New
Noble Wealth Management PBC	3.4K	$379.5K	—	Held
Allworth Financial LP	2.58K	$288.6K	—	Held
NWAM LLC	1.77K	$282.1K	—	New
OP Asset Management Ltd	2.4K	$268.1K	—	New
Savant Capital, LLC	2K	$222.7K	—	New
Strategic Investment Solutions, Inc. /IL	1.02K	$114.2K	—	Held
Cornerstone National Bank & Trust Co	500	$55.8K	—	New
WFA of San Diego, LLC	400	$44.7K	—	Held
Essential Partners LLC	331	$37K	$18.4K	Added$18.4K
FNY Investment Advisers, LLC	5.99K	$668	—	Held
Scarborough Advisors, LLC	5	$558	—	Held
KBC Group NV	2.93K	$327	—	Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.