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OKLO — OKLO INC

Reported value held$2.22B
Funds holding (latest)48
SectorUtilities
Funds holding (Q2 2026)34
Institutional value$1.25B · 24.09M sh
New / Add / Cut / Exit3 / 15 / 16 / 5
Top-5 / Top-10 concentration67.3% / 86.7%
Institutional holdings change Reducing -35.6% (-13.30M sh)
Institutional value change Down -32.1%

As of Q2 2026, 34 SEC-registered investment managers reported holding OKLO (OKLO INC) in their latest 13F filings, with a combined reported value of $1.25B across 24.09M shares. That is -35.6% by share count (-13.30M shares) versus the previous quarter, while reported value moved -32.1%. Ownership is concentrated: the five largest holders account for 67.3% of reported value and the top ten for 86.7%.

Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 16 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

OKLO is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.31M $382.64M 0.01% Reduce
Morgan Stanley history 3.26M $170.75M 0.01% Add
Geode Capital Management history 2.36M $123.76M 0.01% Reduce
Norges Bank Investment Management history 1.76M $92.01M 0.01% Add
D. E. Shaw & Co history 1.41M $73.83M 0.04% Add
Goldman Sachs Group history 1.15M $60.09M 0.02% Add
Charles Schwab Investment Management history 1.14M $59.56M 0.01% Reduce
Marshall Wace history 1.07M $55.80M 0.04% New
Northern Trust Corp history 716.38K $37.49M 0.00% Reduce
Bank of America Corp history 592.47K $31.00M 0.00% Reduce
BNY Mellon history 468.80K $24.53M 0.00% Reduce
Wells Fargo & Co history 464.13K $24.29M 0.00% Add
Millennium Management history 385.28K $20.16M 0.01% Add
ARK Invest history 372.26K $19.48M 0.13% Add
Fidelity Management & Research (FMR) history 283.22K $14.82M 0.00% Add
Citigroup Inc history 205.22K $10.74M 0.00% Add
JPMorgan Chase & Co history 143.99K $7.97M 0.00% New
Legal & General Investment Management America history 125.53K $6.57M 0.00% Reduce
Invesco Ltd history 113.18K $5.92M 0.00% Reduce
Balyasny Asset Management history 104.97K $5.49M 0.01% Add
Two Sigma Investments history 89.94K $4.71M 0.00% Reduce
UBS Group AG history 83.30K $4.36M 0.00% Reduce
Point72 Asset Management history 65.80K $3.44M 0.01% Reduce
Bridgewater Associates history 56.19K $2.94M 0.01% Add
Manulife Financial history 54.35K $2.84M 0.00% Reduce
Franklin Resources history 33.83K $1.77M 0.00% Add
AQR Capital Management history 31.55K $1.65M 0.00% Add
Citadel Advisors history 28.28K $1.48M 0.00% Reduce
Deutsche Bank AG history 15.82K $827.97K 0.00% Reduce
Amundi US history 14.42K $754.55K 0.00% Reduce
PNC Financial Services history 14.20K $742.88K 0.00% Add
CPP Investments history 12.20K $638.43K 0.00% New
Prudential Financial history 4.88K $255.63K 0.00% Reduce
T. Rowe Price Associates history 143.83K $7.53K 0.00% Add

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 15.91M $788.85M 0.01% Add
Citadel Advisors history 5.45M $270.06M 0.04% Reduce
Geode Capital Management history 3.05M $151.19M 0.01% Add
Morgan Stanley history 2.68M $132.99M 0.01% Add
UBS Group AG history 1.47M $72.79M 0.01% Add
Charles Schwab Investment Management history 1.19M $58.80M 0.01% Add
Northern Trust Corp history 1.15M $57.18M 0.01% Add
Goldman Sachs Group history 1.04M $51.67M 0.01% Reduce
D. E. Shaw & Co history 662.60K $32.86M 0.02% Reduce
Bank of America Corp history 620.28K $30.76M 0.00% Add
Capital World Investors history 537.35K $26.65M 0.00% Add
BNY Mellon history 516.89K $25.63M 0.01% Add
Deutsche Bank AG history 397.81K $19.73M 0.01% Add
Wells Fargo & Co history 351.73K $17.44M 0.00% Reduce
ARK Invest history 351.17K $17.41M 0.14% Add
Legal & General Investment Management America history 318.06K $15.77M 0.00% Add
Two Sigma Investments history 212.72K $10.55M 0.01% Add
Point72 Asset Management history 211.20K $10.47M 0.01% Reduce
Fidelity Management & Research (FMR) history 199.67K $9.90M 0.00% Reduce
Citigroup Inc history 188.72K $9.36M 0.00% Add
Amundi US history 164.82K $8.17M 0.00% Add
Invesco Ltd history 130.52K $6.47M 0.00% Add
Millennium Management history 87.28K $4.33M 0.00% Add
Manulife Financial history 70.43K $3.49M 0.00% Hold
Wellington Management Group history 56.65K $2.81M 0.00% Reduce
Bridgewater Associates history 54.96K $2.73M 0.01% Add
Balyasny Asset Management history 52.76K $2.62M 0.00% Reduce
Franklin Resources history 31.83K $1.58M 0.00% Reduce
AQR Capital Management history 24.75K $1.17M 0.00% Reduce
Principal Global Investors history 19.31K $957.53K 0.00% Add
Prudential Financial history 19.11K $947.91K 0.00% Add
PNC Financial Services history 11.45K $567.61K 0.00% Reduce
National Pension Service of Korea history 10.42K $516.88K 0.00% New
Saudi Arabian Monetary Authority history 4.09K $202.62K 0.00% New
T. Rowe Price Associates history 141.29K $7.01K 0.00% Add

Q4 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 14.82M $1.06B 0.02% Add
Vanguard Group history 11.64M $835.11M 0.01% Hold
Citadel Advisors history 7.06M $506.68M 0.08% Reduce
Geode Capital Management history 2.82M $201.67M 0.01% Add
Morgan Stanley history 1.88M $135.20M 0.01% Reduce
D. E. Shaw & Co history 1.55M $111.02M 0.07% Reduce
Goldman Sachs Group history 1.26M $90.32M 0.01% Add
Charles Schwab Investment Management history 1.16M $83.26M 0.01% Add
Norges Bank Investment Management history 1.03M $73.79M 0.01% New
UBS Group AG history 1.02M $73.42M 0.01% Reduce
Northern Trust Corp history 1.02M $73.14M 0.01% Add
BNY Mellon history 510.94K $36.67M 0.01% Add
Capital World Investors history 505.94K $36.31M 0.01% Add
Bank of America Corp history 399.31K $28.65M 0.00% Reduce
Wells Fargo & Co history 357.17K $25.63M 0.01% Add
Deutsche Bank AG history 352.10K $25.27M 0.01% Add
Legal & General Investment Management America history 298.61K $21.43M 0.01% Add
Point72 Asset Management history 287.40K $20.62M 0.02% Add
Fidelity Management & Research (FMR) history 264.23K $18.96M 0.00% Add
Wellington Management Group history 254.30K $18.25M 0.00% Reduce
ARK Invest history 223.04K $16.01M 0.11% Add
Citigroup Inc history 185.01K $13.28M 0.01% Add
Balyasny Asset Management history 165.09K $11.85M 0.02% Add
Two Sigma Investments history 133.86K $9.61M 0.01% Reduce
Invesco Ltd history 113.60K $8.15M 0.00% Reduce
Amundi US history 103.66K $7.44M 0.00% New
Manulife Financial history 70.25K $5.04M 0.00% Hold
Millennium Management history 50.99K $3.66M 0.00% Reduce
Bridgewater Associates history 46.84K $3.36M 0.01% Add
Franklin Resources history 41.49K $2.98M 0.00% Reduce
AQR Capital Management history 35.50K $2.55M 0.00% Add
Soros Fund Management history 32.15K $2.31M 0.03% New
Principal Global Investors history 18.38K $1.32M 0.00% Add
Prudential Financial history 18.21K $1.30M 0.00% Add
PNC Financial Services history 16.04K $1.15M 0.00% Add
JPMorgan Chase & Co history 3.70K $265.51K 0.00% Hold
Janus Henderson Group history 3.60K $258.46K 0.00% Reduce
T. Rowe Price Associates history 107.87K $7.74K 0.00% Reduce

Q3 2025 — 36 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 11.59M $1.29B 0.02% Add
Citadel Advisors history 9.51M $1.06B 0.17% Add
BlackRock Inc history 8.62M $961.76M 0.02% Add
Geode Capital Management history 2.63M $293.72M 0.02% Add
UBS Group AG history 2.58M $287.84M 0.05% Add
Morgan Stanley history 2.30M $256.23M 0.02% Add
D. E. Shaw & Co history 1.95M $217.70M 0.13% Reduce
Charles Schwab Investment Management history 1.07M $119.45M 0.02% Add
Northern Trust Corp history 966.46K $107.89M 0.01% Add
Goldman Sachs Group history 561.11K $62.64M 0.01% Reduce
Capital World Investors history 481.01K $53.70M 0.01% New
Bank of America Corp history 469.26K $52.38M 0.00% Add
Wellington Management Group history 450.73K $50.31M 0.01% Reduce
BNY Mellon history 378.52K $42.25M 0.01% Add
Wells Fargo & Co history 334.31K $37.32M 0.01% Add
Renaissance Technologies history 267.60K $29.87M 0.04% New
Invesco Ltd history 219.04K $24.45M 0.00% Add
Two Sigma Investments history 168.44K $18.80M 0.03% Add
ARK Invest history 156.48K $17.47M 0.10% Reduce
Fidelity Management & Research (FMR) history 154.44K $17.24M 0.00% Add
Legal & General Investment Management America history 121.24K $13.53M 0.00% Add
Millennium Management history 119.23K $13.31M 0.01% Add
Citigroup Inc history 97.69K $10.90M 0.01% Reduce
Balyasny Asset Management history 87.86K $9.81M 0.01% Reduce
Deutsche Bank AG history 83.74K $9.35M 0.00% Add
Manulife Financial history 69.97K $7.81M 0.01% Add
Janus Henderson Group history 44.79K $5.00M 0.00% Add
Franklin Resources history 43.26K $4.83M 0.00% New
AQR Capital Management history 30.46K $3.40M 0.00% Add
Point72 Asset Management history 30.00K $3.35M 0.01% New
Bridgewater Associates history 25.59K $2.86M 0.01% New
Prudential Financial history 16.09K $1.80M 0.00% Add
PNC Financial Services history 15.49K $1.73M 0.00% Add
Principal Global Investors history 7.75K $865.58K 0.00% Add
JPMorgan Chase & Co history 3.70K $413.03K 0.00% Reduce
T. Rowe Price Associates history 285.28K $31.85K 0.00% Add

Q2 2025 — 42 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 8.69M $486.64M 0.01% Add
BlackRock Inc history 7.32M $409.70M 0.01% Add
BlackRock Inc history 7.32M $409.70M 0.01% Add
Citadel Advisors history 6.43M $360.15M 0.06% Add
Citadel Advisors history 6.43M $360.15M 0.06% Add
Geode Capital Management history 2.25M $125.91M 0.01% Add
D. E. Shaw & Co history 2.24M $125.33M 0.10% Add
UBS Group AG history 1.43M $79.80M 0.01% Add
Morgan Stanley history 1.29M $72.36M 0.01% Reduce
Morgan Stanley history 1.29M $72.36M 0.01% Reduce
Goldman Sachs Group history 908.25K $50.85M 0.01% Add
Goldman Sachs Group history 908.25K $50.85M 0.01% Add
Northern Trust Corp history 813.17K $45.53M 0.01% Add
Charles Schwab Investment Management history 772.18K $43.23M 0.01% Add
Wellington Management Group history 556.11K $31.14M 0.01% New
JPMorgan Chase & Co history 409.81K $22.95M 0.00% Add
JPMorgan Chase & Co history 409.81K $22.95M 0.00% Add
BNY Mellon history 301.18K $16.86M 0.00% Add
Wells Fargo & Co history 264.00K $14.78M 0.00% Add
ARK Invest history 190.11K $10.64M 0.08% Reduce
ARK Invest history 190.11K $10.64M 0.08% Reduce
Bank of America Corp history 142.97K $8.00M 0.00% Reduce
Two Sigma Investments history 142.16K $7.96M 0.01% Add
Two Sigma Investments history 142.16K $7.96M 0.01% Add
Invesco Ltd history 137.40K $7.69M 0.00% New
Balyasny Asset Management history 104.07K $5.83M 0.01% Add
Citigroup Inc history 100.27K $5.61M 0.00% Add
Legal & General Investment Management America history 77.63K $4.35M 0.00% Add
Fidelity Management & Research (FMR) history 74.14K $4.15M 0.00% Add
Fidelity Management & Research (FMR) history 74.14K $4.15M 0.00% Add
Deutsche Bank AG history 66.65K $3.73M 0.00% Add
Deutsche Bank AG history 66.65K $3.73M 0.00% Add
Manulife Financial history 61.14K $3.42M 0.00% Add
Janus Henderson Group history 36.50K $2.04M 0.00% Add
Marshall Wace history 36.01K $2.02M 0.00% New
Prudential Financial history 13.19K $738.51K 0.00% New
Moore Capital Management history 13.00K $727.87K 0.01% New
Millennium Management history 12.16K $680.61K 0.00% Reduce
PNC Financial Services history 9.40K $526.59K 0.00% Reduce
AQR Capital Management history 8.01K $448.54K 0.00% Reduce
Principal Global Investors history 7.10K $397.31K 0.00% New
T. Rowe Price Associates history 76.26K $4.27K 0.00% Add

Q1 2025 — 41 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 4.38M $94.77M 0.00% Add
Citadel Advisors history 3.28M $71.05M 0.01% Add
Citadel Advisors history 3.28M $71.05M 0.01% Add
Morgan Stanley history 1.96M $42.47M 0.00% Add
Morgan Stanley history 1.96M $42.47M 0.00% Add
BlackRock Inc history 1.48M $31.96M 0.00% Add
BlackRock Inc history 1.48M $31.96M 0.00% Add
UBS Group AG history 1.28M $27.70M 0.01% Reduce
D. E. Shaw & Co history 1.19M $25.80M 0.03% Add
Renaissance Technologies history 1.10M $23.72M 0.04% Add
Renaissance Technologies history 1.10M $23.72M 0.04% Add
Geode Capital Management history 759.94K $16.45M 0.00% Add
Goldman Sachs Group history 647.50K $14.01M 0.00% Add
Goldman Sachs Group history 647.50K $14.01M 0.00% Add
Millennium Management history 582.00K $12.59M 0.01% Add
Charles Schwab Investment Management history 410.43K $8.88M 0.00% Reduce
Bank of America Corp history 372.92K $8.07M 0.00% Add
ARK Invest history 287.74K $6.22M 0.06% Reduce
ARK Invest history 287.74K $6.22M 0.06% Reduce
Temasek Holdings history 256.57K $5.55M 0.02% Hold
Temasek Holdings history 256.57K $5.55M 0.02% Hold
Northern Trust Corp history 168.61K $3.65M 0.00% Add
Wells Fargo & Co history 124.30K $2.69M 0.00% Reduce
JPMorgan Chase & Co history 49.94K $1.08M 0.00% Reduce
JPMorgan Chase & Co history 49.94K $1.08M 0.00% Reduce
Two Sigma Investments history 38.30K $828.41K 0.00% Add
Two Sigma Investments history 38.30K $828.41K 0.00% Add
Balyasny Asset Management history 35.10K $759.24K 0.00% Reduce
Legal & General Investment Management America history 29.63K $640.94K 0.00% Hold
AQR Capital Management history 23.99K $518.99K 0.00% New
Manulife Financial history 23.36K $505.30K 0.00% New
BNY Mellon history 16.56K $358.16K 0.00% New
Janus Henderson Group history 14.70K $328.91K 0.00% Hold
PNC Financial Services history 10.38K $224.43K 0.00% Add
Citigroup Inc history 2.08K $45.03K 0.00% Reduce
Deutsche Bank AG history 1.75K $37.81K 0.00% Add
Deutsche Bank AG history 1.75K $37.81K 0.00% Add
Fidelity Management & Research (FMR) history 262 $5.68K 0.00% Reduce
Fidelity Management & Research (FMR) history 262 $5.68K 0.00% Reduce
T. Rowe Price Associates history 73.83K $1.60K 0.00% New
Lazard Asset Management history 26 $0 — New

View all 48 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 7.31M 15.91M 14.82M 8.62M 7.32M 1.48M 1.38M 1.35M — — — — — — — — — — — —
Morgan Stanley 3.26M 2.68M 1.88M 2.30M 1.29M 1.96M 572.04K 92.87K 323.48K 114.03K 3.23K 6.47K — — — — — — — —
Geode Capital Management 2.36M 3.05M 2.82M 2.63M 2.25M 759.94K 728.65K 737.70K 712.77K — — — — — — — — — — —
Norges Bank Investment Management 1.76M — 1.03M — — — — — — — — — — — — — — — — —
D. E. Shaw & Co 1.41M 662.60K 1.55M 1.95M 2.24M 1.19M 254.47K 793.99K 774.48K 774.48K 774.48K 774.48K 774.48K 732.68K 732.68K 135.68K 135.68K 135.68K 131.65K 42.10K
Goldman Sachs Group 1.15M 1.04M 1.26M 561.11K 908.25K 647.50K 238.35K 132.76K 1.12M — — — — — — — — — — —
Charles Schwab Investment Management 1.14M 1.19M 1.16M 1.07M 772.18K 410.43K 422.43K 422.45K 401.32K — — — — — — — — — — —
Marshall Wace 1.07M — — — 36.01K — 58.90K — — — — — — 2.30M 2.30M 2.30M 1.50M 1.40M 1.40M 401.60K
Northern Trust Corp 716.38K 1.15M 1.02M 966.46K 813.17K 168.61K 167.30K 151.08K 145.78K — — — — — — — — — — —
Bank of America Corp 592.47K 620.28K 399.31K 469.26K 142.97K 372.92K 242.53K 964.45K — 500 — — — — — 3.27K 3.27K 4.52K — —
BNY Mellon 468.80K 516.89K 510.94K 378.52K 301.18K 16.56K — — — — — — — — — — — — — —
Wells Fargo & Co 464.13K 351.73K 357.17K 334.31K 264.00K 124.30K 134.90K 6.40K 124.76K — — — — — — — — — — —
Millennium Management 385.28K 87.28K 50.99K 119.23K 12.16K 582.00K 11.47K 365.26K 1.29M 1.84M 1.84M 1.85M 1.81M 1.66M 1.76M 2.16M 2.04M 2.05M 2.06M 2.01M
ARK Invest 372.26K 351.17K 223.04K 156.48K 190.11K 287.74K 454.29K 1.03M — — — — — — — — — — — —
Fidelity Management & Research (FMR) 283.22K 199.67K 264.23K 154.44K 74.14K 262 6.01K — — — — — — — — — — — — —
Citigroup Inc 205.22K 188.72K 185.01K 97.69K 100.27K 2.08K 10.03K 104.55K 6.50K 100.00K 100.00K 250.00K — — — 300.00K 300.00K 300.00K 300.00K 280.93K
JPMorgan Chase & Co 143.99K — 3.70K 3.70K 409.81K 49.94K 165.91K 30.34K 272.04K 936.64K 1.73M 2.04M 2.33M 250.00K — — — — — —
Legal & General Investment Management America 125.53K 318.06K 298.61K 121.24K 77.63K 29.63K 29.61K 5.72K — — — — — — — — — — — —
Invesco Ltd 113.18K 130.52K 113.60K 219.04K 137.40K — — — — — — — — — — — — — — —
Balyasny Asset Management 104.97K 52.76K 165.09K 87.86K 104.07K 35.10K 89.09K 361.74K 1.49M — — — — 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K

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