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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
570
shares
|
$52,269
0.0% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
538
shares
|
$49,334
0.0% of portfolio
|
Q2 2025
Added 572.5%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
504
shares
|
$46,216
0.01% of portfolio
|
Q2 2025
Added 126.01%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$45,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
500
shares
|
$45,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
474
shares
|
$43,465
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
468
shares
|
$42,915
0.0% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
463
shares
|
$42,457
0.0% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
460
shares
|
$42,182
0.05% of portfolio
|
Q1 2025
Reduced 53.06%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
450
shares
|
$41,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
439
shares
|
$40,256
0.0% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
432
shares
|
$39,614
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
379
shares
|
$34,754
0.0% of portfolio
|
Q2 2025
Reduced 54.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
372
shares
|
$34,112
0.0% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
368
shares
|
$33,745
0.0% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
352
shares
|
$32,278
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
348
shares
|
$31,911
0.02% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
341
shares
|
$31,269
0.0% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
340
shares
|
$31,178
0.02% of portfolio
|
Q2 2025
Added 1159.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
339
shares
|
$31,086
0.0% of portfolio
|
Q2 2025
Added 88.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
315
shares
|
$28,885
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
300
shares
|
$27,510
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
277
shares
|
$25,400
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
275
shares
|
$25,217
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
268
shares
|
$24,575
0.01% of portfolio
|
Q2 2025
Reduced 48.26%
|