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, Q1 2023
Institutional positions in Nuscale Power Corp as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 25.9M
- +3.58M (+16.0%) vs. Q4 2022
- Total value
- $234.8M
- +$5.65M (+2.5%) vs. Q4 2022
- New holders
- 17
- 44 more added
- Sold out
- 16
- 18 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 523 | $2.25B |
| Q1 2026 | 496 | $1.82B |
| Q4 2025 | 462 | $1.85B |
| Q3 2025 | 475 | $3.50B |
| Q2 2025 | 441 | $3.48B |
| Q1 2025 | 322 | $973.8M |
| Q4 2024 | 305 | $1.06B |
| Q3 2024 | 206 | $514.6M |
| Q2 2024 | 180 | $445.2M |
| Q1 2024 | 135 | $154.6M |
| Q4 2023 | 125 | $100.5M |
| Q3 2023 | 125 | $158.2M |
| Q2 2023 | 118 | $190.5M |
| Q1 2023 | 104 | $234.8M |
| Q4 2022 | 104 | $229.2M |
| Q3 2022 | 88 | $200.3M |
| Q2 2022 | 69 | $110.5M |
| Q1 2022 | 62 | $153.8M |
| Q4 2021 | 65 | $192.7M |
| Q3 2021 | 52 | $135.3M |
| Q2 2021 | 58 | $179.4M |
| Q1 2021 | 50 | $150.8M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $100 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 20 | $182 | 0.00% | +10+100.0% | Added |
| Bourgeon Capital Management LLC | 67 | $610 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 97 | $882 | 0.00% | +97 | New |
| Householder Group Estate & Retirement Specialist, LLC | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $1.82K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 227 | $2.06K | 0.00% | +227 | New |
| Anchor Investment Management, LLC | 250 | $2.27K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $2.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 262 | $2.38K | 0.00% | +262 | New |
| South State Corp. | 300 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 383 | $3.00K | 0.00% | −2,302−85.7% | Reduced |
| Russell Investments Group, Ltd. | 452 | $4.11K | 0.00% | +452 | New |
| Citigroup Inc | 456 | $4.14K | 0.00% | −226−33.1% | Reduced |
| WealthPlan Investment Management, LLC | 550 | $5.00K | 0.00% | +550 | New |
| Belpointe Asset Management LLC | 611 | $5.55K | 0.00% | +326+114.4% | Added |
| Institutional & Family Asset Management, LLC | 757 | $6.88K | 0.00% | +300+65.6% | Added |
| JNBA Financial Advisors | 764 | $6.95K | 0.00% | +400+109.9% | Added |
| Salem Investment Counselors Inc | 1,000 | $9.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $9.09K | 0.00% | +980+4,900.0% | Added |
| Tower Research Capital LLC (TRC) | 1,168 | $11.0K | 0.00% | +739+172.3% | Added |
| Quantbot Technologies LP | 1,487 | $13.5K | 0.00% | +1,487 | New |
| Advisory Services Network, LLC | 1,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,087 | $19.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2,200 | $20.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,164 | $20.0K | 0.00% | −19,800−90.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,207 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,458 | $22.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,695 | $24.5K | 0.01% | +1,650+157.9% | Added |
| Amalgamated Bank | 3,284 | $30.0K | 0.00% | −765−18.9% | Reduced |
| Leonteq Securities AG | 3,600 | $32.7K | 0.00% | +1,200+50.0% | Added |
| Wolverine Asset Management LLC | 4,770 | $43.4K | 0.00% | +4,770 | New |
| Allspring Global Investments Holdings, LLC | 6,216 | $56.5K | 0.00% | −140,214−95.8% | Reduced |
| STRS Ohio | 7,200 | $65.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,100 | $73.6K | 0.00% | +8,100 | New |
| Federated Hermes, Inc. | 8,393 | $76.3K | 0.00% | +2,158+34.6% | Added |
| CFO4Life Group, LLC | 10,240 | $93.1K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,270 | $102.4K | 0.00% | −30−0.3% | Reduced |
| Envestnet Asset Management Inc | 11,505 | $104.6K | 0.00% | +1,423+14.1% | Added |
| New York State Common Retirement Fund | 12,078 | $109.8K | 0.00% | −9,983−45.3% | Reduced |
| Manufacturers Life Insurance Company, The | 12,376 | $112.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,876 | $117.0K | 0.00% | +12,876 | New |
| Mark Stevens | 14,000 | $127.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,297 | $129.0K | 0.00% | +3,550+33.0% | Added |
| American International Group, Inc. | 15,130 | $137.5K | 0.00% | +302+2.0% | Added |
| Barclays PLC | 15,920 | $144.7K | 0.00% | +7,468+88.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,906 | $145.0K | 0.00% | +5,122+47.5% | Added |
| TD Waterhouse Canada Inc. | 16,109 | $145.8K | 0.00% | +158+1.0% | Added |
| SG Americas Securities, LLC | 16,294 | $148.0K | 0.00% | +158+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,500 | $150.0K | 0.01% | +500+3.1% | Added |
| MetLife Investment Management | 18,401 | $167.3K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 18,620 | $169.3K | 0.06% | +18,620 | New |
| Legal & General Group Plc | 19,047 | $173.1K | 0.00% | +11,478+151.6% | Added |
| Deutsche Bank AG | 19,308 | $175.5K | 0.00% | +5,967+44.7% | Added |
| LPL Financial LLC | 20,096 | $182.7K | 0.00% | −4,789−19.2% | Reduced |
| Squarepoint Ops LLC | 21,724 | $197.5K | 0.00% | +21,724 | New |
| JPMorgan Chase & Co | 24,308 | $221.0K | 0.00% | −41,284−62.9% | Reduced |
| California State Teachers Retirement System | 27,578 | $250.7K | 0.00% | +303+1.1% | Added |
| Haverford Trust Co | 27,780 | $252.5K | 0.00% | +27,780 | New |
| AQR Capital Management LLC | 30,520 | $277.4K | 0.00% | −5,041−14.2% | Reduced |
| Janney Montgomery Scott LLC | 31,300 | $285.0K | 0.00% | +10,200+48.3% | Added |
| UBS Group AG | 32,169 | $292.4K | 0.00% | +14,853+85.8% | Added |
| Rhumbline Advisers | 36,225 | $329.0K | 0.00% | −3,146−8.0% | Reduced |
| Swiss National Bank | 39,100 | $355.4K | 0.00% | −1,900−4.6% | Reduced |
| Susquehanna International Group, LLP | 39,546 | $359.5K | 0.00% | +39,546 | New |
| Alliancebernstein L.P. | 40,200 | $365.4K | 0.00% | −5,300−11.6% | Reduced |
| Levin Capital Strategies, L.P. | 43,000 | $390.9K | 0.05% | +30,500+244.0% | Added |
| Royal Bank of Canada | 53,298 | $484.0K | 0.00% | +32,878+161.0% | Added |
| Van Eck Associates Corp | 55,045 | $500.0K | 0.00% | +55,045 | New |
| Goldman Sachs Group Inc | 77,235 | $702.1K | 0.00% | +62,288+416.7% | Added |
| Charles Schwab Investment Management Inc | 79,161 | $719.6K | 0.00% | +1,116+1.4% | Added |
| Nuveen Asset Management, LLC | 86,340 | $785.0K | 0.00% | −9,559−10.0% | Reduced |
| Bank of New York Mellon Corp | 88,697 | $806.3K | 0.00% | +533+0.6% | Added |
| McGowan Group Asset Management, Inc. | 91,249 | $829.5K | 0.13% | −85−0.1% | Reduced |
| Bank of America Corp | 95,098 | $864.4K | 0.00% | +8,285+9.5% | Added |
| Voya Investment Management LLC | 103,804 | $943.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 116,053 | $1.05M | 0.00% | −1,626−1.4% | Reduced |
| Canal Insurance CO | 120,000 | $1.09M | 0.30% | +40,000+50.0% | Added |
| Pekin Hardy Strauss, Inc. | 125,325 | $1.14M | 0.18% | +13,950+12.5% | Added |
| Adage Capital Partners GP, L.L.C. | 129,260 | $1.17M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 130,671 | $1.19M | 0.00% | +20,762+18.9% | Added |
| Morgan Stanley | 154,080 | $1.40M | 0.00% | +38,379+33.2% | Added |
| BCJ Capital Management, LLC | 155,744 | $1.42M | 0.13% | +45,586+41.4% | Added |
| Rockefeller Capital Management L.P. | 164,289 | $1.49M | 0.01% | +100,908+159.2% | Added |
| Key Group Holdings (Cayman), Ltd. | 175,825 | $1.60M | 0.12% | −14,805−7.8% | Reduced |
| Millennium Management LLC | 195,922 | $1.78M | 0.00% | +195,922 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 221,844 | $2.02M | 0.01% | +221,844 | New |
| Credit Suisse AG | 222,682 | $2.02M | 0.00% | +205,413+1,189.5% | Added |
| Mountain Lake Investment Management LLC | 233,000 | $2.12M | 1.93% | 00.0% | Unchanged |
| Northern Trust Corp | 239,854 | $2.18M | 0.00% | +3,727+1.6% | Added |
| Rheos Capital Works Inc. | 320,000 | $2.91M | 0.16% | +320,000 | New |
| Geode Capital Management, LLC | 514,439 | $4.68M | 0.00% | +77,710+17.8% | Added |
| State Street Corp | 522,546 | $4.75M | 0.00% | +21,958+4.4% | Added |
| Wells Fargo & Company | 603,004 | $5.48M | 0.00% | +74,448+14.1% | Added |
| Macquarie Group Ltd | 971,704 | $8.83M | 0.01% | −23,535−2.4% | Reduced |
| SailingStone Capital Partners LLC | 1,108,812 | $9.79M | 3.49% | +11,220+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,922,415 | $17.5M | 0.04% | +1,908,037+13,270.5% | Added |
| BlackRock Inc. | 1,933,657 | $17.6M | 0.00% | +93,120+5.1% | Added |