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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
137
shares
|
$12,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
136
shares
|
$12,471
0.01% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
132
shares
|
$12,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
131
shares
|
$12,012
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
120
shares
|
$11,004
0.01% of portfolio
|
Q2 2025
Added 361.54%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
116
shares
|
$10,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
115
shares
|
$10,545
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
115
shares
|
$10,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
103
shares
|
$9,445
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$9,170
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$9,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$9,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
98
shares
|
$8,986
0.0% of portfolio
|
Q2 2025
Reduced 63.7%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
97
shares
|
$8,894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
96
shares
|
$8,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
93
shares
|
$8,528
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
90
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
81
shares
|
$7,427
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
75
shares
|
$6,877
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
75
shares
|
$6,877
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
75
shares
|
$6,877
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
75
shares
|
$6,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
67
shares
|
$6,143
0.0% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
66
shares
|
$6,052
0.0% of portfolio
|
Q2 2025
Reduced 61.18%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
65
shares
|
$5,960
0.0% of portfolio
|
Q1 2025
New holding
|