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 2023
Institutional positions in Nuscale Power Corp as of Dec 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
- 125
- +2 vs. Q3 2023
- Shares held
- 30.5M
- −1.62M (−5.0%) vs. Q3 2023
- Total value
- $100.5M
- −$57.5M (−36.4%) vs. Q3 2023
- New holders
- 28
- 38 more added
- Sold out
- 26
- 29 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 66 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 8 | $26 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $33 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 38 | $125 | 0.00% | +38 | New |
| Nisa Investment Advisors, LLC | 40 | $132 | 0.00% | −40−50.0% | Reduced |
| MCF Advisors LLC | 40 | $132 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $158 | 0.00% | +21+77.8% | Added |
| US Bancorp | 100 | $329 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $329 | 0.00% | +100 | New |
| Bourgeon Capital Management LLC | 157 | $517 | 0.00% | +90+134.3% | Added |
| Walleye Trading LLC | 188 | $619 | 0.00% | −611−76.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 200 | $658 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $658 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 227 | $747 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 262 | $862 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 297 | $977 | 0.00% | +200+206.2% | Added |
| South State Corp. | 300 | $987 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $987 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 316 | $1.04K | 0.00% | −100−24.0% | Reduced |
| Life Planning Partners, Inc | 354 | $1.17K | 0.00% | +354 | New |
| JNBA Financial Advisors | 400 | $1.32K | 0.00% | −364−47.6% | Reduced |
| ORG Partners LLC | 500 | $1.65K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 725 | $2.38K | 0.00% | +725 | New |
| Signaturefd, LLC | 970 | $3.19K | 0.00% | +970 | New |
| Salem Investment Counselors Inc | 1,000 | $3.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $3.29K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,250 | $4.11K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,750 | $5.00K | 0.00% | −27,155−93.9% | Reduced |
| Institutional & Family Asset Management, LLC | 1,957 | $6.44K | 0.00% | +1,100+128.4% | Added |
| Westside Investment Management, Inc. | 2,895 | $9.53K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,007 | $9.89K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,903 | $10.0K | 0.00% | +256+9.7% | Added |
| Leonteq Securities AG | 3,600 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,426 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,825 | $15.0K | 0.00% | +3,354+228.0% | Added |
| Sculptor Capital LP | 5,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,685 | $16.7K | 0.00% | +7,685 | New |
| UBS Group AG | 6,040 | $19.9K | 0.00% | −81,045−93.1% | Reduced |
| Amalgamated Bank | 6,900 | $23.0K | 0.00% | −333−4.6% | Reduced |
| Resurgent Financial Advisors LLC | 7,400 | $24.3K | 0.01% | +7,400 | New |
| Citigroup Inc | 7,797 | $25.7K | 0.00% | +6,264+408.6% | Added |
| Essex Private Wealth Management, LLC | 10,000 | $32.9K | 0.10% | +10,000 | New |
| Sloy Dahl & Holst, LLC | 10,050 | $33.1K | 0.01% | +10,050 | New |
| Mesirow Financial Investment Management, Inc. | 10,202 | $33.6K | 0.00% | +10,202 | New |
| CFO4Life Group, LLC | 10,240 | $33.7K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,411 | $34.3K | 0.00% | +10,411 | New |
| Raymond James Financial Services Advisors, Inc. | 10,816 | $35.6K | 0.00% | +10,816 | New |
| Tower Research Capital LLC (TRC) | 11,703 | $38.5K | 0.00% | +10,020+595.4% | Added |
| Invesco Ltd. | 11,907 | $39.2K | 0.00% | −3,654−23.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 12,000 | $39.5K | 0.02% | +12,000 | New |
| New York State Common Retirement Fund | 12,277 | $40.4K | 0.00% | +163+1.3% | Added |
| Envestnet Asset Management Inc | 12,790 | $42.1K | 0.00% | −404−3.1% | Reduced |
| CSS LLC | 13,008 | $42.8K | 0.00% | +13,008 | New |
| TownSquare Capital, LLC | 13,789 | $45.4K | 0.00% | +123+0.9% | Added |
| AQR Capital Management LLC | 14,301 | $47.0K | 0.00% | +14,301 | New |
| Raymond James & Associates | 14,442 | $47.5K | 0.00% | −75,196−83.9% | Reduced |
| SG Americas Securities, LLC | 14,601 | $48.0K | 0.00% | −14,595−50.0% | Reduced |
| SEI Investments Co | 14,683 | $48.3K | 0.00% | +14,683 | New |
| State Board of Administration of Florida Retirement System | 15,480 | $50.9K | 0.00% | 00.0% | Unchanged |
| Lincoln Capital LLC | 15,956 | $52.5K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,715 | $53.0K | 0.00% | +896+6.0% | Added |
| XTX Topco Ltd | 17,452 | $57.4K | 0.01% | +17,452 | New |
| Regal Investment Advisors LLC | 17,784 | $58.5K | 0.00% | +5,445+44.1% | Added |
| Evanson Asset Management, LLC | 18,014 | $59.3K | 0.00% | +5,000+38.4% | Added |
| Manufacturers Life Insurance Company, The | 21,976 | $72.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,156 | $72.9K | 0.00% | −92,213−80.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,105 | $76.0K | 0.00% | −3,959−14.6% | Reduced |
| GTS Securities LLC | 23,872 | $78.5K | 0.00% | +11,275+89.5% | Added |
| STRS Ohio | 24,500 | $80.0K | 0.00% | +24,500 | New |
| Sherbrooke Park Advisers LLC | 25,699 | $84.5K | 0.04% | +25,699 | New |
| American International Group, Inc. | 26,992 | $88.8K | 0.00% | +244+0.9% | Added |
| Deutsche Bank AG | 27,562 | $90.7K | 0.00% | −1,985−6.7% | Reduced |
| Royal Bank of Canada | 27,561 | $91.0K | 0.00% | +385+1.4% | Added |
| MetLife Investment Management | 29,022 | $95.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 30,898 | $101.7K | 0.00% | −549−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 36,673 | $121.0K | 0.00% | +18,434+101.1% | Added |
| Jane Street Group, LLC | 39,263 | $129.2K | 0.00% | −50,188−56.1% | Reduced |
| Portland Investment Counsel Inc. | 40,000 | $132.0K | 0.05% | +25,000+166.7% | Added |
| LPL Financial LLC | 40,205 | $132.3K | 0.00% | +8,105+25.2% | Added |
| California State Teachers Retirement System | 42,147 | $138.7K | 0.00% | +5,260+14.3% | Added |
| UBS Asset Management Americas Inc | 44,200 | $145.4K | 0.00% | +44,200 | New |
| Banque Cantonale Vaudoise | 44,262 | $146.0K | 0.01% | +44,262 | New |
| Brevan Howard Capital Management LP | 48,542 | $159.7K | 0.02% | +48,542 | New |
| Engineers Gate Manager LP | 53,974 | $177.6K | 0.01% | +53,974 | New |
| Cambridge Investment Research Advisors, Inc. | 56,356 | $185.0K | 0.00% | +44,682+382.7% | Added |
| Parallel Advisors, LLC | 57,526 | $189.3K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 64,240 | $211.3K | 0.00% | −5,900−8.4% | Reduced |
| Janney Montgomery Scott LLC | 64,500 | $212.0K | 0.00% | +19,800+44.3% | Added |
| Rhumbline Advisers | 64,881 | $213.4K | 0.00% | +1,047+1.6% | Added |
| McGowan Group Asset Management, Inc. | 65,522 | $215.6K | 0.03% | −39,757−37.8% | Reduced |
| Swiss National Bank | 73,400 | $241.5K | 0.00% | +10,800+17.3% | Added |
| Goldman Sachs Group Inc | 76,740 | $252.5K | 0.00% | −91,674−54.4% | Reduced |
| Barclays PLC | 82,112 | $270.1K | 0.00% | +67,306+454.6% | Added |
| Renaissance Technologies LLC | 88,200 | $290.0K | 0.00% | +88,200 | New |
| Levin Capital Strategies, L.P. | 98,876 | $325.3K | 0.04% | −250,874−71.7% | Reduced |
| Bank of America Corp | 110,499 | $363.5K | 0.00% | +48,252+77.5% | Added |
| State of Wisconsin Investment Board | 112,326 | $369.6K | 0.00% | +57,160+103.6% | Added |
| Jump Financial, LLC | 123,900 | $407.6K | 0.01% | +123,900 | New |
| JPMorgan Chase & Co | 124,819 | $410.7K | 0.00% | +88,297+241.8% | Added |