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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, Q2 2023

Institutional positions in Nuscale Power Corp as of Jun 30, 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
118
+15 vs. Q1 2023
Shares held
28.0M
+2.15M (+8.3%) vs. Q1 2023
Total value
$190.5M
−$44.2M (−18.8%) vs. Q1 2023
New holders
32
52 more added
Sold out
17
10 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 118 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 heldQ2 2023: $190.5M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q1 2023.

Institutions holding SMR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$100.00%00.0%Unchanged
VisionPoint Advisory Group, LLC8$540.00%+8New
Wolff Wiese Magana LLC10$680.00%+10New
Russell Investments Group, Ltd.36$2450.00%−416−92.0%Reduced
Nisa Investment Advisors, LLC40$2720.00%+40New
MCF Advisors LLC40$2720.00%+40New
Bourgeon Capital Management LLC67$4560.00%00.0%Unchanged
Stone House Investment Management, LLC97$6600.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC200$1.36K0.00%00.0%Unchanged
Bogart Wealth, LLC200$1.36K0.00%00.0%Unchanged
PFS Partners, LLC227$1.54K0.00%00.0%Unchanged
Anchor Investment Management, LLC250$1.70K0.00%00.0%Unchanged
Harbour Investments, Inc.262$1.78K0.00%00.0%Unchanged
Valley National Advisers Inc178$2.00K0.00%+178New
South State Corp.300$2.04K0.00%00.0%Unchanged
ORG Partners LLC500$3.54K0.00%+500New
Cutler Group LP836$5.00K0.00%+453+118.3%Added
Institutional & Family Asset Management, LLC757$5.14K0.00%00.0%Unchanged
JNBA Financial Advisors764$5.20K0.00%00.0%Unchanged
Belvedere Trading LLC865$5.88K0.00%+865New
Salem Investment Counselors Inc1,000$6.80K0.00%00.0%Unchanged
GWM Advisors LLC1,000$6.80K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,250$8.50K0.00%+1,250New
TFC Financial Management2,200$15.0K0.00%00.0%Unchanged
CWM, LLC2,164$15.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.2,895$19.7K0.01%+200+7.4%Added
Metropolitan Life Insurance Co3,007$20.4K0.00%+920+44.1%Added
Leonteq Securities AG3,600$24.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,426$30.1K0.00%+1,968+80.1%Added
Itau Unibanco Holding S.A.5,499$37.4K0.00%+5,499New
Allspring Global Investments Holdings, LLC5,674$38.6K0.00%−542−8.7%Reduced
Amalgamated Bank7,233$49.0K0.00%+3,949+120.2%Added
Fiduciary Alliance LLC7,723$52.5K0.01%+7,723New
US Bancorp8,100$55.1K0.00%00.0%Unchanged
Wolverine Asset Management LLC8,511$57.9K0.00%+3,741+78.4%Added
CFO4Life Group, LLC10,240$69.6K0.01%00.0%Unchanged
Simplex Trading, LLC10,713$72.0K0.00%+10,713New
Tower Research Capital LLC (TRC)10,654$72.4K0.00%+9,486+812.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,693$72.7K0.00%+8,486+384.5%Added
Price T Rowe Associates Inc10,867$74.0K0.00%+10,867New
Virtu Financial LLC10,927$74.0K0.01%+10,927New
STRS Ohio11,200$76.0K0.00%+4,000+55.6%Added
Ameriprise Financial Inc11,270$76.6K0.00%00.0%Unchanged
New York State Common Retirement Fund12,047$81.9K0.00%−31−0.3%Reduced
GTS Securities LLC12,457$84.7K0.00%+12,457New
Envestnet Asset Management Inc12,735$86.6K0.00%+1,230+10.7%Added
Evanson Asset Management, LLC13,014$88.5K0.01%+13,014New
Wolverine Trading, LLC14,006$95.8K0.00%+14,006New
CIBC World Markets Inc.14,708$100.0K0.00%+14,708New
TownSquare Capital, LLC14,978$101.8K0.00%+14,978New
Barclays PLC15,132$102.9K0.00%−788−4.9%Reduced
State Board of Administration of Florida Retirement System15,220$103.5K0.00%+15,220New
Old Mission Capital LLC15,231$103.6K0.00%+15,231New
TD Waterhouse Canada Inc.15,786$111.4K0.00%−323−2.0%Reduced
U.S. Capital Wealth Advisors, LLC16,500$112.2K0.01%00.0%Unchanged
Citigroup Inc16,578$112.7K0.00%+16,122+3,535.5%Added
Invesco Ltd.16,761$114.0K0.00%+16,761New
Fox Run Management, L.L.C.17,099$116.3K0.03%+17,099New
Verition Fund Management LLC17,896$121.7K0.00%+17,896New
Commonwealth Equity Services, LLC18,322$125.0K0.00%+4,025+28.2%Added
Mark Stevens19,000$129.2K0.02%+5,000+35.7%Added
Cambridge Investment Research Advisors, Inc.19,287$131.0K0.00%+3,381+21.3%Added
WealthTrust Axiom LLC19,520$132.7K0.04%+900+4.8%Added
Manufacturers Life Insurance Company, The21,899$148.9K0.00%+9,523+76.9%Added
Deutsche Bank AG25,419$172.8K0.00%+6,111+31.7%Added
American International Group, Inc.25,796$175.4K0.00%+10,666+70.5%Added
LPL Financial LLC26,731$181.8K0.00%+6,635+33.0%Added
Jump Financial, LLC27,217$185.1K0.01%+27,217New
Citadel Advisors LLC28,498$193.8K0.00%+28,498New
MetLife Investment Management29,022$197.3K0.00%+10,621+57.7%Added
J.W. Cole Advisors, Inc.31,218$212.3K0.02%+31,218New
Legal & General Group Plc31,731$215.8K0.00%+12,684+66.6%Added
Jane Street Group, LLC36,307$246.9K0.00%+23,431+182.0%Added
Parallel Advisors, LLC36,526$248.4K0.01%+36,526New
California State Teachers Retirement System39,392$267.9K0.00%+11,814+42.8%Added
Dynamic Technology Lab Private Ltd41,686$283.0K0.04%+41,686New
JPMorgan Chase & Co41,849$284.6K0.00%+17,541+72.2%Added
Janney Montgomery Scott LLC43,800$298.0K0.00%+12,500+39.9%Added
Swiss National Bank53,400$363.1K0.00%+14,300+36.6%Added
Royal Bank of Canada60,771$414.0K0.00%+7,473+14.0%Added
Rhumbline Advisers62,999$428.4K0.00%+26,774+73.9%Added
UBS Group AG66,089$449.4K0.00%+33,920+105.4%Added
Bank of America Corp66,817$454.4K0.00%−28,281−29.7%Reduced
Alliancebernstein L.P.70,140$477.0K0.00%+29,940+74.5%Added
McGowan Group Asset Management, Inc.94,286$641.1K0.10%+3,037+3.3%Added
Van Eck Associates Corp94,951$646.0K0.00%+39,906+72.5%Added
Rockefeller Capital Management L.P.95,570$649.9K0.00%−68,719−41.8%Reduced
Voya Investment Management LLC113,437$771.4K0.00%+9,633+9.3%Added
Nuveen Asset Management, LLC115,709$786.8K0.00%+29,369+34.0%Added
Pekin Hardy Strauss, Inc.117,425$798.5K0.12%−7,900−6.3%Reduced
Canal Insurance CO120,000$817.0K0.23%00.0%Unchanged
Charles Schwab Investment Management Inc140,821$957.6K0.00%+61,660+77.9%Added
Polar Asset Management Partners Inc.142,187$966.9K0.02%+142,187New
Kepos Capital LP142,187$967.0K0.18%+142,187New
Moore Capital Management, LP145,695$990.7K0.02%+145,695New
Susquehanna International Group, LLP145,793$991.4K0.00%+106,247+268.7%Added
Bank of New York Mellon Corp145,795$991.4K0.00%+57,098+64.4%Added
Levin Capital Strategies, L.P.150,300$1.02M0.12%+107,300+249.5%Added
Key Group Holdings (Cayman), Ltd.175,825$1.20M0.08%00.0%Unchanged
Goldman Sachs Group Inc189,700$1.29M0.00%+112,465+145.6%Added