Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
2,186
shares
|
$183,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,100
shares
|
$176,274
0.04% of portfolio
|
Q4 2022
Reduced 89.23%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,063
shares
|
$173,168
0.0% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
2,017
shares
|
$169,306
0.05% of portfolio
|
Q3 2025
Reduced 68.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,909
shares
|
$160,241
0.0% of portfolio
|
Q2 2020
Added 110.24%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,823
shares
|
$153,022
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,809
shares
|
$151,847
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,723
shares
|
$144,628
0.0% of portfolio
|
Q3 2025
Added 44.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,709
shares
|
$143,453
0.01% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,672
shares
|
$140,347
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,632
shares
|
$136,990
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,583
shares
|
$132,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,563
shares
|
$131,198
0.0% of portfolio
|
Q3 2025
Added 73.67%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,501
shares
|
$125,993
0.01% of portfolio
|
Q4 2023
Added 1.49%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,500
shares
|
$125,910
0.06% of portfolio
|
Q1 2022
Reduced 0.27%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,483
shares
|
$124,483
0.0% of portfolio
|
Q3 2025
Added 175.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,410
shares
|
$118,355
0.01% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,394
shares
|
$117,012
0.0% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,351
shares
|
$113,402
0.09% of portfolio
|
Q3 2025
Added 76.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,328
shares
|
$111,472
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,306
shares
|
$109,625
0.01% of portfolio
|
Q4 2025
Reduced 34.6%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,275
shares
|
$107,023
0.0% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,259
shares
|
$105,680
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,250
shares
|
$104,925
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,188
shares
|
$99,720
0.06% of portfolio
|
Q3 2025
Added 28.85%
|
|