Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 850 institutions that hold shares in the stock, with a total of 126 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,191
shares
|
$113,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,170
shares
|
$111,910
0.01% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,073
shares
|
$102,632
0.0% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,000
shares
|
$95,650
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
982
shares
|
$93,928
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
947
shares
|
$90,580
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
900
shares
|
$86,085
0.0% of portfolio
|
Q1 2025
Added 64.23%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
897
shares
|
$85,798
0.01% of portfolio
|
Q1 2025
Added 617.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
865
shares
|
$82,737
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
830
shares
|
$79,389
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
824
shares
|
$78,815
0.01% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
810
shares
|
$77,476
0.0% of portfolio
|
Q1 2025
Reduced 92.52%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
802
shares
|
$76,711
0.0% of portfolio
|
Q4 2023
Reduced 23.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
728
shares
|
$69,633
0.0% of portfolio
|
Q1 2025
Added 61.78%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
726
shares
|
$69,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
723
shares
|
$69,154
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
710
shares
|
$67,911
0.05% of portfolio
|
Q1 2025
Added 3280.95%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
707
shares
|
$67,624
0.0% of portfolio
|
Q1 2025
Added 3827.78%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
705
shares
|
$67,433
0.0% of portfolio
|
Q2 2025
Added 683.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
703
shares
|
$67,241
0.02% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
693
shares
|
$66,285
0.03% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
690
shares
|
$65,998
0.01% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
678
shares
|
$64,850
0.0% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
661
shares
|
$63,224
0.0% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
657
shares
|
$62,842
0.03% of portfolio
|
Q3 2024
New holding
|