HolderBook

OKLO INC (OKLO)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

18
Reporting holders
$3.0M
Reported value
0.0%
Calls
0.0%
Puts
-671
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Gradient Investments LLC$1.2M33,4470.02%3q-2.6%-$32.9K
Farther Finance Advisors, LLC$559.9K15,1230.00%8q+43.9%+$170.8K
MRA Advisory Group$384.3K10,3820.14%7q-0.6%-$2.4K
CoreCap Advisors, LLC$234.9K6,3460.01%8q+153.3%+$142.2K
Kaizen Financial Strategies$220.9K5,9680.09%8q-7.1%-$17.0K
Acropolis Investment Management, LLC$185.8K5,0190.01%6q-53.5%-$214.2K
GK Wealth Management LLC$69.0K1,8650.04%newNEW
EASTERN BANK$47.6K1,2850.00%5qHELD
ELEVATION WEALTH PARTNERS, LLC$27.6K7450.01%3q+11.0%+$2.7K
GAMMA Investing LLC$21.8K5890.00%5q+382.8%+$17.3K
Noble Wealth Management PBC$14.8K4000.01%6qHELD
GILPIN WEALTH MANAGEMENT, LLC$11.8K3200.01%4q-26.4%-$4.3K
GoalVest Advisory LLC$10.1K2740.00%6qHELD
MassMutual Private Wealth & Trust, FSB$3.4K920.00%4q+100.0%+$1.7K
Versant Capital Management, Inc$2.4K660.00%4q-12.0%
Planning Strategies Inc.$1.4K390.00%2q-87.0%-$9.7K
Retirement Wealth Solutions LLC$1.0K270.00%4q+42.1%
TOTH FINANCIAL ADVISORY CORP$371100.00%6qHELD
Polaris Financial Partners$932,4600.04%newFIRST
CX Institutional$2450.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2913G/ABlackRock, Inc.3.6%
2026-07-0613D/AJacob DeWitte INDIVIDUALwith 1 co-filers11.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-112026-09-10Material agreement entered Material agreement terminatedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-01Bealmear Richard CraigChief Financial OfficerSold73,081$5.0M ×3
2026-05-01Bealmear Richard CraigChief Financial OfficerSold16,216$1.1M
2026-07-01Bealmear Richard CraigChief Financial OfficerSold16,321$859.0K
2026-08-03Bealmear Richard CraigChief Financial OfficerSold16,452$638.3K
2026-05-20Goodwin William Carroll MurphyChief Legal & Strategy OfficerSold10,548$612.2K
2026-10-01Bealmear Richard CraigChief Financial OfficerSold16,477$607.5K
2026-08-24Goodwin William Carroll MurphyChief Legal & Strategy OfficerSold11,592$461.0K
2026-09-14Jansen John MDirectorSold6,354$233.0K
2026-08-24Narayanadas VivekGeneral Counsel & SecretarySold3,264$129.8K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-05-01Cochran CarolineCo-Founder, COOSold200,000$14.0M ×6
2026-05-01DeWitte JacobCo-Founder, CEOSold200,000$14.0M ×6
2026-06-01DeWitte JacobCo-Founder, CEOSold200,000$13.7M ×8
2026-06-01Cochran CarolineCo-Founder, COOSold200,000$13.7M ×8
2026-07-01DeWitte JacobCo-Founder, CEOSold200,000$10.6M ×4
2026-07-01Cochran CarolineCo-Founder, COOSold200,000$10.6M ×4

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202618$3.0M81,9971670.0%
Q2 2026689$7.5B89,139,69511925516937.2%
Q1 2026692$6.2B89,944,34111927915627.6%
Q4 2025703$8.6B75,282,85915922119437.0%
Q3 2025674$12.8B66,036,68225320315242.5%
Q2 2025498$4.8B54,449,4722421317536.2%
Q1 2025300$1.1B34,899,022104917234.3%
Q4 2024246$1.2B41,982,918133494027.6%
Q3 2024125$415.6M46,427,4224931206.8%
Q2 202494$396.3M40,308,64869141313.9%
Q1 202454$286.3M24,909,986249130.7%
Q4 202337$317.7M30,075,60957160.0%
Q3 202367$434.2M41,898,7761814130.1%
Q2 202375$439.5M42,124,932115290.0%
Q1 202372$488.7M48,138,06091660.0%
Q4 202273$466.4M47,011,30441570.0%
Q3 202277$476.3M48,809,92881090.0%
Q2 202273$470.7M48,735,662108120.0%
Q1 202269$464.4M47,531,96881190.0%
Q4 202168$462.7M46,970,900514100.0%
Q3 202170$464.4M47,263,44670000.0%