Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,017
shares
|
$184,958
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
2,010
shares
|
$184,317
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,930
shares
|
$176,981
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,909
shares
|
$175,055
0.0% of portfolio
|
Q2 2020
Added 110.24%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,793
shares
|
$164,418
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
1,788
shares
|
$163,959
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,692
shares
|
$155,156
0.02% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,684
shares
|
$154,422
0.0% of portfolio
|
Q2 2025
Added 130.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,621
shares
|
$148,645
0.01% of portfolio
|
Q2 2025
Added 122.66%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,579
shares
|
$144,794
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,562
shares
|
$143,235
0.0% of portfolio
|
Q2 2025
Added 80.58%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,501
shares
|
$137,641
0.01% of portfolio
|
Q4 2023
Added 1.49%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$137,550
0.06% of portfolio
|
Q1 2022
Reduced 0.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,482
shares
|
$135,899
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,428
shares
|
$130,947
0.02% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,424
shares
|
$130,580
0.01% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,396
shares
|
$128,013
0.0% of portfolio
|
Q2 2025
Added 46433.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,357
shares
|
$124,436
0.01% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,318
shares
|
$120,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$119,210
0.01% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,250
shares
|
$114,625
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,193
shares
|
$109,398
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,160
shares
|
$106,372
0.0% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
1,120
shares
|
$102,704
0.01% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
980
shares
|
$89,866
0.0% of portfolio
|
Q2 2025
New holding
|