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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
138
shares
|
$11,583
0.0% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
136
shares
|
$11,415
0.01% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
125
shares
|
$10,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
116
shares
|
$9,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
116
shares
|
$9,737
0.0% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
115
shares
|
$9,653
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
113
shares
|
$9,485
0.0% of portfolio
|
Q3 2025
Added 438.1%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
108
shares
|
$9,065
0.0% of portfolio
|
Q4 2025
Reduced 44.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
104
shares
|
$8,729
0.0% of portfolio
|
Q3 2025
Reduced 26.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
103
shares
|
$8,645
0.0% of portfolio
|
Q3 2025
Reduced 85.39%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
103
shares
|
$8,645
0.01% of portfolio
|
Q3 2025
Reduced 89.27%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$8,394
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$8,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
98
shares
|
$8,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
94
shares
|
$7,890
0.0% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
93
shares
|
$7,806
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
93
shares
|
$7,806
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
81
shares
|
$6,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
81
shares
|
$6,799
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
79
shares
|
$6,631
0.0% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
75
shares
|
$6,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
73
shares
|
$6,127
0.0% of portfolio
|
Q3 2025
Added 40.38%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
70
shares
|
$5,875
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
70
shares
|
$5,875
0.0% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
68
shares
|
$5,707
0.0% of portfolio
|
Q3 2025
New holding
|
|