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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
323
shares
|
$30,894
0.01% of portfolio
|
Q1 2025
Reduced 50.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
315
shares
|
$30,129
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
310
shares
|
$29,651
0.0% of portfolio
|
Q1 2025
Reduced 87.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
300
shares
|
$28,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
281
shares
|
$26,877
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
279
shares
|
$26,686
0.0% of portfolio
|
Q1 2025
Added 381.03%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
261
shares
|
$24,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
260
shares
|
$24,869
0.0% of portfolio
|
Q1 2025
Added 152.43%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
260
shares
|
$24,869
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
260
shares
|
$24,869
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
236
shares
|
$22,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
205
shares
|
$19,608
0.0% of portfolio
|
Q3 2022
Added 201.47%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
201
shares
|
$19,225
0.0% of portfolio
|
Q2 2025
Added 89.62%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
198
shares
|
$18,938
0.0% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
195
shares
|
$18,651
0.0% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
180
shares
|
$17,217
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
176
shares
|
$16,834
0.0% of portfolio
|
Q1 2025
Added 17500.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
174
shares
|
$16,643
0.0% of portfolio
|
Q1 2025
Added 23.4%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
170
shares
|
$16,260
0.0% of portfolio
|
Q1 2025
Added 639.13%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
169
shares
|
$16,164
0.01% of portfolio
|
Q2 2025
Reduced 85.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
147
shares
|
$14,060
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
146
shares
|
$13,964
0.01% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
141
shares
|
$13,486
0.0% of portfolio
|
Q1 2025
Added 107.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
140
shares
|
$13,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
136
shares
|
$13,008
0.01% of portfolio
|
Q4 2024
Added 43.16%
|