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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, Q3 2023

Institutional positions in Nuscale Power Corp as of Sep 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
125
+7 vs. Q2 2023
Shares held
32.2M
+4.18M (+14.9%) vs. Q2 2023
Total value
$158.2M
−$32.4M (−17.0%) vs. Q2 2023
New holders
23
47 more added
Sold out
16
26 more reduced

Compare with Q2 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 holdersQ3 2023: 125 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 heldQ3 2023: $158.2M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q2 2023.

Institutions holding SMR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$100.00%00.0%Unchanged
VisionPoint Advisory Group, LLC8$390.00%00.0%Unchanged
Wolff Wiese Magana LLC10$490.00%00.0%Unchanged
Farther Finance Advisors, LLC27$1320.00%+27New
Versant Capital Management, Inc29$1420.00%+29New
MCF Advisors LLC40$1960.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC66$3230.00%+66New
Bourgeon Capital Management LLC67$3290.00%00.0%Unchanged
Nisa Investment Advisors, LLC80$3920.00%+40+100.0%Added
Stone House Investment Management, LLC97$4750.00%00.0%Unchanged
US Bancorp100$4900.00%−8,000−98.8%Reduced
Moisand Fitzgerald Tamayo, LLC200$9800.00%00.0%Unchanged
Bogart Wealth, LLC200$9800.00%00.0%Unchanged
PFS Partners, LLC227$1.11K0.00%00.0%Unchanged
Anchor Investment Management, LLC250$1.23K0.00%00.0%Unchanged
Harbour Investments, Inc.262$1.28K0.00%00.0%Unchanged
South State Corp.300$1.47K0.00%00.0%Unchanged
Toth Financial Advisory Corp300$1.47K0.00%+300New
Comerica Bank416$2.04K0.00%+416New
ORG Partners LLC500$2.45K0.00%00.0%Unchanged
Russell Investments Group, Ltd.587$2.88K0.00%+551+1,530.6%Added
JNBA Financial Advisors764$3.74K0.00%00.0%Unchanged
Walleye Trading LLC799$3.92K0.00%+799New
Institutional & Family Asset Management, LLC857$4.20K0.00%+100+13.2%Added
Salem Investment Counselors Inc1,000$4.90K0.00%00.0%Unchanged
GWM Advisors LLC1,000$4.90K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,250$6.13K0.00%00.0%Unchanged
Cutler Group LP1,471$7.00K0.00%+635+76.0%Added
Citigroup Inc1,533$7.51K0.00%−15,045−90.8%Reduced
Tower Research Capital LLC (TRC)1,683$8.25K0.00%−8,971−84.2%Reduced
CWM, LLC2,647$13.0K0.00%+483+22.3%Added
Westside Investment Management, Inc.2,895$14.2K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,007$14.7K0.00%00.0%Unchanged
Leonteq Securities AG3,600$17.6K0.00%00.0%Unchanged
TFC Financial Management4,400$21.6K0.01%+2,200+100.0%Added
Ameritas Investment Partners, Inc.4,426$21.7K0.00%00.0%Unchanged
Sculptor Capital LP5,000$24.5K0.00%+5,000New
Wolverine Asset Management LLC6,552$32.1K0.00%−1,959−23.0%Reduced
Amalgamated Bank7,233$35.0K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.8,956$43.9K0.00%+3,457+62.9%Added
CFO4Life Group, LLC10,240$50.2K0.01%00.0%Unchanged
Old Mission Capital LLC11,620$56.9K0.00%−3,611−23.7%Reduced
Cambridge Investment Research Advisors, Inc.11,674$57.0K0.00%−7,613−39.5%Reduced
New York State Common Retirement Fund12,114$59.4K0.00%+67+0.6%Added
Regal Investment Advisors LLC12,339$60.5K0.01%+12,339New
GTS Securities LLC12,597$61.7K0.00%+140+1.1%Added
Evanson Asset Management, LLC13,014$63.8K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.14,148$63.8K0.00%−1,638−10.4%Reduced
Envestnet Asset Management Inc13,194$64.7K0.00%+459+3.6%Added
TownSquare Capital, LLC13,666$67.0K0.00%−1,312−8.8%Reduced
Delta Financial Group, Inc.13,600$67.0K0.02%+13,600New
Barclays PLC14,806$72.5K0.00%−326−2.2%Reduced
Price T Rowe Associates Inc14,819$74.0K0.00%+3,952+36.4%Added
Portland Investment Counsel Inc.15,000$74.0K0.03%+15,000New
State Board of Administration of Florida Retirement System15,480$75.9K0.00%+260+1.7%Added
Invesco Ltd.15,561$76.2K0.00%−1,200−7.2%Reduced
Lincoln Capital LLC15,956$78.2K0.02%+15,956New
Pinnacle Wealth Planning Services, Inc.16,067$78.7K0.01%+16,067New
Commonwealth Equity Services, LLC18,239$89.0K0.00%−83−0.5%Reduced
Mark Stevens19,000$93.1K0.01%00.0%Unchanged
Virginia Retirement Systems Et Al19,100$93.6K0.00%+19,100New
WealthTrust Axiom LLC21,720$106.4K0.04%+2,200+11.3%Added
Manufacturers Life Insurance Company, The21,976$107.7K0.00%+77+0.4%Added
CIBC World Markets Inc.23,332$114.0K0.00%+8,624+58.6%Added
American International Group, Inc.26,748$131.1K0.00%+952+3.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)27,064$132.6K0.00%+16,371+153.1%Added
Royal Bank of Canada27,176$133.0K0.00%−33,595−55.3%Reduced
Simplex Trading, LLC28,905$141.0K0.01%+18,192+169.8%Added
MetLife Investment Management29,022$142.2K0.00%00.0%Unchanged
SG Americas Securities, LLC29,196$143.0K0.00%+29,196New
Gsa Capital Partners LLP29,377$144.0K0.01%+29,377New
Deutsche Bank AG29,547$144.8K0.00%+4,128+16.2%Added
Legal & General Group Plc31,447$154.1K0.00%−284−0.9%Reduced
LPL Financial LLC32,100$157.3K0.00%+5,369+20.1%Added
JPMorgan Chase & Co36,522$179.0K0.00%−5,327−12.7%Reduced
California State Teachers Retirement System36,887$180.7K0.00%−2,505−6.4%Reduced
J.W. Cole Advisors, Inc.42,843$209.9K0.02%+11,625+37.2%Added
Janney Montgomery Scott LLC44,700$219.0K0.00%+900+2.1%Added
Centiva Capital, LP50,000$245.0K0.01%+50,000New
State of Wisconsin Investment Board55,166$270.3K0.00%+55,166New
Parallel Advisors, LLC57,526$281.9K0.01%+21,000+57.5%Added
Squarepoint Ops LLC62,087$304.2K0.00%+62,087New
Bank of America Corp62,247$305.0K0.00%−4,570−6.8%Reduced
Swiss National Bank62,600$306.7K0.00%+9,200+17.2%Added
HRT Financial LP63,865$312.0K0.00%+63,865New
Rhumbline Advisers63,834$312.8K0.00%+835+1.3%Added
Mirabella Financial Services LLP65,093$319.0K0.05%+65,093New
Alliancebernstein L.P.70,140$343.7K0.00%00.0%Unchanged
Verition Fund Management LLC82,251$403.0K0.01%+64,355+359.6%Added
UBS Group AG87,085$426.7K0.00%+20,996+31.8%Added
Boulder Hill Capital Management LP87,900$430.7K0.27%+87,900New
Jane Street Group, LLC89,451$438.3K0.00%+53,144+146.4%Added
Raymond James & Associates89,638$439.2K0.00%+89,638New
McGowan Group Asset Management, Inc.105,279$515.9K0.08%+10,993+11.7%Added
Voya Investment Management LLC114,369$560.4K0.00%+932+0.8%Added
Nuveen Asset Management, LLC114,615$561.6K0.00%−1,094−0.9%Reduced
Kepos Capital LP120,859$592.0K0.10%−21,328−15.0%Reduced
Charles Schwab Investment Management Inc145,185$711.4K0.00%+4,364+3.1%Added
Bank of New York Mellon Corp148,639$728.3K0.00%+2,844+2.0%Added
Van Eck Associates Corp158,470$777.0K0.00%+63,519+66.9%Added