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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
970
shares
|
$88,949
0.0% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
965
shares
|
$88,490
0.01% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
960
shares
|
$88,032
0.06% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
925
shares
|
$84,822
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
922
shares
|
$84,547
0.05% of portfolio
|
Q2 2025
Reduced 72.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
900
shares
|
$82,530
0.0% of portfolio
|
Q1 2025
Added 64.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
871
shares
|
$79,870
0.0% of portfolio
|
Q2 2025
Added 212.19%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
858
shares
|
$78,678
0.01% of portfolio
|
Q2 2025
Added 165.63%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
836
shares
|
$76,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
802
shares
|
$73,543
0.0% of portfolio
|
Q4 2023
Reduced 23.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
764
shares
|
$70,058
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
753
shares
|
$69,050
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
723
shares
|
$66,299
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
718
shares
|
$65,840
0.03% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
705
shares
|
$64,648
0.0% of portfolio
|
Q2 2025
Added 683.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
703
shares
|
$64,465
0.01% of portfolio
|
Q2 2025
Added 89.76%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
700
shares
|
$64,190
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
695
shares
|
$63,731
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
661
shares
|
$60,613
0.0% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
657
shares
|
$60,246
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
652
shares
|
$59,788
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
614
shares
|
$56,303
0.03% of portfolio
|
Q2 2025
Added 194.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
600
shares
|
$55,020
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
595
shares
|
$54,561
0.01% of portfolio
|
Q1 2025
Added 79.22%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
587
shares
|
$53,827
0.0% of portfolio
|
Q2 2025
Added 5770.0%
|