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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
529
shares
|
$44,404
0.0% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
527
shares
|
$44,236
0.0% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
505
shares
|
$42,389
0.0% of portfolio
|
Q4 2025
Added 30.83%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
500
shares
|
$41,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
500
shares
|
$41,970
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
500
shares
|
$41,970
0.02% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
494
shares
|
$41,466
0.0% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
450
shares
|
$37,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
437
shares
|
$36,681
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
432
shares
|
$36,262
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
415
shares
|
$34,835
0.01% of portfolio
|
Q3 2025
Added 86.94%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
395
shares
|
$33,156
0.0% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
372
shares
|
$31,225
0.0% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
370
shares
|
$31,057
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
352
shares
|
$29,546
0.05% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
347
shares
|
$29,127
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
333
shares
|
$27,952
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
328
shares
|
$27,532
0.01% of portfolio
|
Q3 2025
Reduced 88.69%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
315
shares
|
$26,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
309
shares
|
$25,937
0.0% of portfolio
|
Q4 2025
Added 11.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
300
shares
|
$25,182
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
296
shares
|
$24,846
0.01% of portfolio
|
Q4 2025
Added 825.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
286
shares
|
$24,006
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
275
shares
|
$23,083
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
270
shares
|
$22,663
0.0% of portfolio
|
Q3 2025
Reduced 20.35%
|
|