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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
67
shares
|
$5,623
0.0% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
64
shares
|
$5,372
0.0% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
62
shares
|
$5,204
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
60
shares
|
$5,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
56
shares
|
$4,700
0.0% of portfolio
|
Q3 2023
Reduced 34.88%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
55
shares
|
$4,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
55
shares
|
$4,616
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
55
shares
|
$4,616
0.0% of portfolio
|
Q3 2025
Added 77.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,364
0.0% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
51
shares
|
$4,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
50
shares
|
$4,197
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
50
shares
|
$4,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
50
shares
|
$4,197
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
49
shares
|
$4,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$4,113
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$4,113
0.0% of portfolio
|
Q3 2025
Added 308.33%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
46
shares
|
$3,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
45
shares
|
$3,777
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
43
shares
|
$3,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
42
shares
|
$3,525
0.0% of portfolio
|
Q4 2025
Reduced 40.85%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
41
shares
|
$3,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
40
shares
|
$3,357
0.0% of portfolio
|
Q1 2023
Reduced 85.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
38
shares
|
$3,189
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
38
shares
|
$3,189
0.0% of portfolio
|
Q4 2025
Reduced 28.3%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
36
shares
|
$3,021
0.0% of portfolio
|
Q1 2025
Reduced 73.72%
|
|