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 |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
56
shares
|
$5,356
0.0% of portfolio
|
Q3 2023
Reduced 34.88%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
55
shares
|
$5,260
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,973
0.0% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,782
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$4,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$4,686
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
49
shares
|
$4,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
46
shares
|
$4,399
0.0% of portfolio
|
Q1 2025
Reduced 79.19%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
43
shares
|
$4,112
0.0% of portfolio
|
Q1 2025
Added 152.94%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
41
shares
|
$3,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
41
shares
|
$3,921
0.0% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
40
shares
|
$3,826
0.0% of portfolio
|
Q1 2023
Reduced 85.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
38
shares
|
$3,634
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
36
shares
|
$3,443
0.0% of portfolio
|
Q1 2025
Reduced 73.72%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
34
shares
|
$3,252
0.0% of portfolio
|
Q2 2022
Reduced 91.21%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
34
shares
|
$3,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$2,869
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
30
shares
|
$2,869
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$2,869
0.0% of portfolio
|
Q2 2021
Reduced 28.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
29
shares
|
$2,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
28
shares
|
$2,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
27
shares
|
$2,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
27
shares
|
$2,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
26
shares
|
$2,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
23
shares
|
$2,199
0.0% of portfolio
|
Q3 2024
Added 21.05%
|