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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
132
shares
|
$12,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
124
shares
|
$11,860
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
123
shares
|
$11,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
116
shares
|
$11,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
115
shares
|
$10,999
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
115
shares
|
$10,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
102
shares
|
$9,756
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
102
shares
|
$9,756
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$9,565
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$9,565
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
100
shares
|
$9,565
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
96
shares
|
$9,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
90
shares
|
$8,608
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
83
shares
|
$7,938
0.0% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
81
shares
|
$7,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
80
shares
|
$7,652
0.0% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
79
shares
|
$7,556
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
75
shares
|
$7,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
71
shares
|
$6,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
65
shares
|
$6,217
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
65
shares
|
$6,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
64
shares
|
$6,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
63
shares
|
$6,025
0.0% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
60
shares
|
$5,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
59
shares
|
$5,643
0.0% of portfolio
|
Q2 2025
Added 168.18%
|