Swiss National Bank Increases Holdings in Oklo Inc. $OKLO

Posted by Brian Himes on Jul 25th, 2026

Swiss National Bank increased its position in Oklo Inc. (NYSE:OKLO – Free Report) by 7.1% during the first quarter, HoldingsChannel.com reports. The fund owned 324,900 shares of the company’s stock after acquiring an additional 21,400 shares during the quarter. Swiss National Bank’s holdings in Oklo were worth $16,112,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada increased its holdings in shares of Oklo by 162.6% during the 1st quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock worth $2,009,000 after buying an additional 57,497 shares during the last quarter. AQR Capital Management LLC acquired a new position in Oklo in the first quarter valued at $519,000. Millennium Management LLC boosted its holdings in Oklo by 4,974.1% in the first quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock valued at $12,589,000 after acquiring an additional 570,532 shares during the last quarter. NewEdge Advisors LLC grew its position in Oklo by 165.6% during the first quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock valued at $339,000 after acquiring an additional 9,772 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Oklo by 90.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock valued at $2,439,000 after acquiring an additional 53,703 shares during the period. 85.03% of the stock is currently owned by hedge funds and other institutional investors.

Oklo Stock Down 8.4%

Shares of NYSE:OKLO opened at $40.30 on Friday. Oklo Inc. has a fifty-two week low of $39.53 and a fifty-two week high of $193.84. The firm has a 50-day simple moving average of $55.46 and a 200 day simple moving average of $64.42. The company has a market cap of $7.01 billion, a PE ratio of -47.97 and a beta of 1.14.

Oklo (NYSE:OKLO – Get Free Report) last issued its earnings results on Tuesday, May 12th. The company reported ($0.19) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.20) by $0.01. During the same quarter in the prior year, the firm posted ($0.07) earnings per share. As a group, research analysts forecast that Oklo Inc. will post -0.74 EPS for the current fiscal year.

Insider Activity

In other news, insider William Carroll Murphy Goodwin sold 10,548 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $58.04, for a total transaction of $612,205.92. Following the sale, the insider directly owned 36,175 shares in the company, valued at approximately $2,099,597. This represents a 22.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Jacob Dewitte sold 140,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $68.29, for a total value of $9,560,600.00. Following the completion of the sale, the chief executive officer directly owned 538,039 shares in the company, valued at approximately $36,742,683.31. This trade represents a 20.65% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 683,629 shares of company stock valued at $43,902,208. 12.70% of the stock is currently owned by insiders.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

Positive Sentiment: Oklo secured DOE startup authorization for its Groves reactor, removing a key regulatory hurdle and advancing the company toward fuel loading, testing, and reactor operations. Oklo Receives U.S. Department of Energy Startup Authorization for Groves Reactor, Clearing Way for Fuel Loading and First Criticality
Positive Sentiment: Market commentary says Oklo is part of a renewed push for U.S. nuclear development tied to AI power needs and policy support, which could improve investor sentiment around the stock. Oklo Joins Trump’s $200M Nuclear Push for AI. Here’s What It Means for OKLO Stock.
Neutral Sentiment: Trading desks and commentators noted large call buying and renewed attention on oversold nuclear and AI-related names, which may be supporting near-term speculation in OKLO. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence
Negative Sentiment: One analyst note argued that while Oklo’s story has improved, the stock may still be too expensive relative to fundamentals, signaling valuation risk for investors. Oklo: The Story Got Better, But The Stock Still Asks Too Much

Analyst Upgrades and Downgrades

OKLO has been the topic of a number of research reports. Royal Bank Of Canada set a $80.00 price objective on Oklo in a report on Friday, May 22nd. Weiss Ratings upgraded Oklo from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, May 13th. Truist Financial started coverage on shares of Oklo in a research report on Monday, July 13th. They set a “hold” rating and a $55.00 target price for the company. Citigroup raised their price target on shares of Oklo from $73.50 to $76.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, Barclays reduced their price target on shares of Oklo from $82.00 to $76.00 and set an “overweight” rating on the stock in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $88.00.

View Our Latest Stock Report on OKLO

Oklo Profile

(Free Report)

Oklo, Inc is a California-based energy technology company specializing in the design and development of advanced nuclear microreactors. Headquartered in Fremont, the firm focuses on small modular reactor (SMR) technology that leverages fast-neutron fission and liquid-metal cooling to deliver carbon-free power. Oklo’s core objective is to bring compact, factory-built reactors online within a decade, offering a low-footprint alternative to traditional large nuclear plants.

The company’s flagship product, the Aurora microreactor, is a 1.5-megawatt electric (MWe) fast reactor cooled by a sodium alloy.