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Nuscale Power Corp

SMR
Exchange
NYSE
Industry
Fabricated Plate Work (Boiler Shops)
SEC CIK
0001822966

In the last 90 days, Nuscale Power Corp insiders filed 0 open-market purchases and 4 sales; 523 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Nuscale Power Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
104
+17 vs. Q3 2022
Shares held
22.3M
+5.19M (+30.3%) vs. Q3 2022
Total value
$229.2M
+$28.9M (+14.4%) vs. Q3 2022
New holders
30
44 more added
Sold out
13
11 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 104 institutions
Q1 2021: 50 institutionsQ2 2021: 58 institutionsQ3 2021: 52 institutionsQ4 2021: 65 institutionsQ1 2022: 62 institutionsQ2 2022: 69 institutionsQ3 2022: 88 institutionsQ4 2022: 104 institutionsQ1 2023: 104 institutionsQ2 2023: 118 institutionsQ3 2023: 125 institutionsQ4 2023: 125 institutionsQ1 2024: 135 institutionsQ2 2024: 180 institutionsQ3 2024: 206 institutionsQ4 2024: 305 institutionsQ1 2025: 322 institutionsQ2 2025: 441 institutionsQ3 2025: 475 institutionsQ4 2025: 462 institutionsQ1 2026: 496 institutionsQ2 2026: 523 institutions
Value heldQ4 2022: $229.2M
Q1 2021: $150.8MQ2 2021: $179.4MQ3 2021: $135.3MQ4 2021: $192.7MQ1 2022: $153.8MQ2 2022: $110.5MQ3 2022: $200.3MQ4 2022: $229.2MQ1 2023: $234.8MQ2 2023: $190.5MQ3 2023: $158.2MQ4 2023: $100.5MQ1 2024: $154.6MQ2 2024: $445.2MQ3 2024: $514.6MQ4 2024: $1.06BQ1 2025: $973.8MQ2 2025: $3.48BQ3 2025: $3.50BQ4 2025: $1.85BQ1 2026: $1.82BQ2 2026: $2.25B
Institutions holding SMR and their total value by quarter
QuarterHoldersValue
Q2 2026523$2.25B
Q1 2026496$1.82B
Q4 2025462$1.85B
Q3 2025475$3.50B
Q2 2025441$3.48B
Q1 2025322$973.8M
Q4 2024305$1.06B
Q3 2024206$514.6M
Q2 2024180$445.2M
Q1 2024135$154.6M
Q4 2023125$100.5M
Q3 2023125$158.2M
Q2 2023118$190.5M
Q1 2023104$234.8M
Q4 2022104$229.2M
Q3 202288$200.3M
Q2 202269$110.5M
Q1 202262$153.8M
Q4 202165$192.7M
Q3 202152$135.3M
Q2 202158$179.4M
Q1 202150$150.8M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q3 2022.

Institutions holding SMR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC66$00.00%00.0%Unchanged
GWM Advisors LLC20$00.00%+20New
Huntington National Bank1$100.00%−1,000−99.9%Reduced
TCI Wealth Advisors, Inc.10$1030.00%00.0%Unchanged
Farther Finance Advisors, LLC11$1130.00%+11New
Northwestern Mutual Wealth Management Co50$5130.00%−880−94.6%Reduced
Corrado Advisors, LLC60$6160.00%+60New
Bourgeon Capital Management LLC67$6870.00%+19+39.6%Added
Moisand Fitzgerald Tamayo, LLC200$2.05K0.00%+100+100.0%Added
Bogart Wealth, LLC200$2.05K0.00%+200New
Anchor Investment Management, LLC250$2.56K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec250$2.56K0.00%00.0%Unchanged
Belpointe Asset Management LLC285$2.92K0.00%+285New
South State Corp.300$3.08K0.00%+300New
JNBA Financial Advisors364$3.73K0.00%+364New
Tower Research Capital LLC (TRC)429$4.00K0.00%−2,730−86.4%Reduced
Institutional & Family Asset Management, LLC457$4.68K0.00%00.0%Unchanged
Citigroup Inc682$7.00K0.00%+158+30.2%Added
Westside Investment Management, Inc.1,045$10.0K0.00%00.0%Unchanged
Creative Financial Designs Inc1,000$10.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,000$10.3K0.00%00.0%Unchanged
Advisory Services Network, LLC1,500$15.4K0.00%+1,500New
Metropolitan Life Insurance Co2,087$21.4K0.00%00.0%Unchanged
TFC Financial Management2,200$22.6K0.01%+2,200New
Zurcher Kantonalbank (Zurich Cantonalbank)2,207$22.6K0.00%+2,207New
Leonteq Securities AG2,400$24.6K0.00%+2,400New
Ameritas Investment Partners, Inc.2,458$25.3K0.00%00.0%Unchanged
Cutler Group LP2,685$27.0K0.00%+1,685+168.5%Added
Hoey Investments, Inc3,500$35.9K0.02%00.0%Unchanged
Amalgamated Bank4,049$42.0K0.00%00.0%Unchanged
Federated Hermes, Inc.6,235$64.0K0.00%+2,526+68.1%Added
STRS Ohio7,200$73.0K0.00%00.0%Unchanged
Legal & General Group Plc7,569$77.7K0.00%+4,627+157.3%Added
Fiduciary Alliance LLC7,723$79.2K0.02%+7,723New
Barclays PLC8,452$86.7K0.00%+7,089+520.1%Added
Cowen and Company, LLC10,000$102.6K0.01%+10,000New
Balyasny Asset Management LLC10,056$103.2K0.00%−198,763−95.2%Reduced
Envestnet Asset Management Inc10,082$103.4K0.00%+10,082New
Cantor Fitzgerald, L. P.10,110$104.0K0.00%+10,110New
CFO4Life Group, LLC10,240$105.1K0.02%00.0%Unchanged
CFO4Life, L.P.10,240$105.1K0.02%+10,240New
Commonwealth Equity Services, LLC10,747$110.0K0.00%+10,747New
Cambridge Investment Research Advisors, Inc.10,784$111.0K0.00%+10,784New
Ameriprise Financial Inc11,300$116.0K0.00%+200+1.8%Added
Manufacturers Life Insurance Company, The12,376$127.0K0.00%+12,376New
Levin Capital Strategies, L.P.12,500$128.3K0.02%+12,500New
Deutsche Bank AG13,341$136.9K0.00%+210+1.6%Added
Mark Stevens14,000$144.0K0.02%+14,000New
Mirae Asset Global Investments Co., Ltd.14,378$147.5K0.00%+14,378New
American International Group, Inc.14,828$152.1K0.00%−54−0.4%Reduced
FNY Investment Advisers, LLC15,000$153.0K0.22%+15,000New
Goldman Sachs Group Inc14,947$153.4K0.00%+406+2.8%Added
TD Waterhouse Canada Inc.15,951$163.2K0.00%+15,951New
U.S. Capital Wealth Advisors, LLC16,000$164.2K0.01%+16,000New
SG Americas Securities, LLC16,136$166.0K0.00%+7,005+76.7%Added
Credit Suisse AG17,269$177.2K0.00%+17,153+14,787.1%Added
UBS Group AG17,316$177.7K0.00%+6,415+58.8%Added
MetLife Investment Management18,401$188.8K0.00%00.0%Unchanged
Royal Bank of Canada20,420$210.0K0.00%+5,537+37.2%Added
Janney Montgomery Scott LLC21,100$216.0K0.00%+8,900+73.0%Added
Invesco Ltd.21,404$219.6K0.00%+21,404New
CWM, LLC21,964$225.0K0.00%−188−0.8%Reduced
New York State Common Retirement Fund22,061$226.3K0.00%+4,312+24.3%Added
LPL Financial LLC24,885$255.3K0.00%+2,808+12.7%Added
Gyon Technologies Capital Management, LP25,569$262.3K0.10%+25,569New
California State Teachers Retirement System27,275$279.8K0.00%+14,902+120.4%Added
The PNC Financial Services Group, Inc.27,780$285.0K0.00%00.0%Unchanged
AQR Capital Management LLC35,561$364.9K0.00%+3,300+10.2%Added
Rhumbline Advisers39,371$404.0K0.00%+2,029+5.4%Added
Swiss National Bank41,000$420.7K0.00%+41,000New
Alliancebernstein L.P.45,500$466.8K0.00%+6,100+15.5%Added
Rockefeller Capital Management L.P.63,381$650.0K0.00%+63,381New
JPMorgan Chase & Co65,592$673.0K0.00%+25,882+65.2%Added
Charles Schwab Investment Management Inc78,045$800.7K0.00%+1,223+1.6%Added
Canal Insurance CO80,000$821.0K0.23%00.0%Unchanged
Bank of America Corp86,813$890.7K0.00%+71,393+463.0%Added
Bank of New York Mellon Corp88,164$904.6K0.00%+308+0.4%Added
McGowan Group Asset Management, Inc.91,334$937.1K0.15%+6,466+7.6%Added
Nuveen Asset Management, LLC95,899$984.0K0.00%−14,583−13.2%Reduced
Voya Investment Management LLC103,804$1.07M0.00%+92,213+795.6%Added
Advisory Research Inc104,586$1.07M0.10%−2,278−2.1%Reduced
Raymond James & Associates109,909$1.13M0.00%+83,911+322.8%Added
BCJ Capital Management, LLC110,158$1.13M0.11%+28,362+34.7%Added
Pekin Hardy Strauss, Inc.111,375$1.14M0.18%+92,625+494.0%Added
Morgan Stanley115,701$1.19M0.00%+43,769+60.8%Added
Advisor Group Holdings, Inc.117,679$1.21M0.00%+28,328+31.7%Added
Polar Asset Management Partners Inc.142,187$1.27M0.02%00.0%Unchanged
Adage Capital Partners GP, L.L.C.129,260$1.33M0.00%00.0%Unchanged
Boothbay Fund Management, LLC133,529$1.37M0.05%+55,977+72.2%Added
Allspring Global Investments Holdings, LLC146,430$1.50M0.00%−166,077−53.1%Reduced
Key Group Holdings (Cayman), Ltd.190,630$1.96M0.15%+190,630New
Mountain Lake Investment Management LLC233,000$2.39M2.00%−109,600−32.0%Reduced
Northern Trust Corp236,127$2.42M0.00%+4,931+2.1%Added
Clear Sky Advisers, LLC335,000$3.44M1.54%+160,000+91.4%Added
Geode Capital Management, LLC436,729$4.48M0.00%+18,397+4.4%Added
State Street Corp500,588$5.14M0.00%+145,111+40.8%Added
Wells Fargo & Company528,556$5.42M0.00%+143,506+37.3%Added
Macquarie Group Ltd995,239$10.2M0.01%+85,326+9.4%Added
SailingStone Capital Partners LLC1,097,592$12.0M4.00%−125,353−10.3%Reduced
FMR LLC1,552,188$15.9M0.00%+722,221+87.0%Added