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OKLO · SO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OKLOSO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OKLO
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterOKLOSO
Q3 2020none listed holders, n.a.15 holders, $5.5bn
Q4 2020none listed holders, n.a.17 holders, $6.9bn
Q1 2021none listed holders, n.a.16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 20216 holders, $83m15 holders, $7.1bn
Q4 20216 holders, $74m15 holders, $8.8bn
Q1 20226 holders, $73m18 holders, $10.5bn
Q2 20226 holders, $72m20 holders, $10.7bn
Q3 20227 holders, $95m24 holders, $11.0bn
Q4 20227 holders, $81m18 holders, $10.7bn
Q1 20237 holders, $92m14 holders, $10.5bn
Q2 20235 holders, $75m14 holders, $9.7bn
Q3 20233 holders, $48m16 holders, $7.9bn
Q4 20232 holders, $38m14 holders, $7.5bn
Q1 20242 holders, $41m13 holders, $7.1bn
Q2 20243 holders, $29m14 holders, $6.9bn
Q3 20245 holders, $37m11 holders, $7.7bn
Q4 20243 holders, $75m14 holders, $6.7bn
Q1 20251 holders, $6.2m17 holders, $7.8bn
Q2 20256 holders, $196m18 holders, $8.6bn
Q3 20252 holders, $71m19 holders, $11.9bn
Q4 20256 holders, $97m16 holders, $12.1bn
Q1 20264 holders, $33m18 holders, $14.9bn
Q2 20266 holders, $94m15 holders, $15.6bn
OKLO

Oklo Inc

Holders
6
Reported value
$94m
Buyers
18
Sellers
13

Breadth +5 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
15
Reported value
$15.6bn
Buyers
16
Sellers
18

Breadth -2 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OKLO (5)

ARK Investment Management LLC, Brevan Howard Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Winton Group Ltd

Only SO (14)

AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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