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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 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.

Institutional holdersQ4 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 heldQ4 2023: $100.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q3 2023.

Institutions holding SMR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC970$3.19K0.00%+970New
The PNC Financial Services Group, Inc.725$2.38K0.00%+725New
ORG Partners LLC500$1.65K0.00%00.0%Unchanged
JNBA Financial Advisors400$1.32K0.00%−364−47.6%Reduced
Life Planning Partners, Inc354$1.17K0.00%+354New
Comerica Bank316$1.04K0.00%−100−24.0%Reduced
South State Corp.300$9870.00%00.0%Unchanged
Toth Financial Advisory Corp300$9870.00%00.0%Unchanged
Stone House Investment Management, LLC297$9770.00%+200+206.2%Added
Harbour Investments, Inc.262$8620.00%00.0%Unchanged
PFS Partners, LLC227$7470.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC200$6580.00%00.0%Unchanged
Bogart Wealth, LLC200$6580.00%00.0%Unchanged
Walleye Trading LLC188$6190.00%−611−76.5%Reduced
Bourgeon Capital Management LLC157$5170.00%+90+134.3%Added
US Bancorp100$3290.00%00.0%Unchanged
Main Street Group, LTD100$3290.00%+100New
Farther Finance Advisors, LLC48$1580.00%+21+77.8%Added
Nisa Investment Advisors, LLC40$1320.00%−40−50.0%Reduced
MCF Advisors LLC40$1320.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC38$1250.00%+38New
Wolff Wiese Magana LLC10$330.00%00.0%Unchanged
VisionPoint Advisory Group, LLC8$260.00%00.0%Unchanged
Huntington National Bank1$100.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC66$00.00%00.0%Unchanged
Rheos Capital Works Inc.0$00.00%−620,000−100.0%Sold out
Citadel Advisors LLC0$00.00%−562,667−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−363,367−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−197,400−100.0%Sold out
Key Group Holdings (Cayman), Ltd.0$00.00%−175,825−100.0%Sold out
Van Eck Associates Corp0$00.00%−158,470−100.0%Sold out
Kepos Capital LP0$00.00%−120,859−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−87,900−100.0%Sold out
Verition Fund Management LLC0$00.00%−82,251−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−65,093−100.0%Sold out
HRT Financial LP0$00.00%−63,865−100.0%Sold out
Centiva Capital, LP0$00.00%−50,000−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−42,843−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−29,377−100.0%Sold out
CIBC World Markets Inc.0$00.00%−23,332−100.0%Sold out
WealthTrust Axiom LLC0$00.00%−21,720−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−16,067−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−13,600−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−14,148−100.0%Sold out
Old Mission Capital LLC0$00.00%−11,620−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−8,956−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−6,552−100.0%Sold out
TFC Financial Management0$00.00%−4,400−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−587−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−250−100.0%Sold out
Versant Capital Management, Inc0$00.00%−29−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
Mark Stevens––––Not filed