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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 5 sales; 523 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Nuscale Power Corp as of Jun 30, 2024. 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
180
+47 vs. Q1 2024
Shares held
38.1M
+10.1M (+36.1%) vs. Q1 2024
Total value
$445.2M
+$291.4M (+189.4%) vs. Q1 2024
New holders
75
52 more added
Sold out
28
18 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 180 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 2024: $445.2M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q1 2024.

Institutions holding SMR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.11$20.00%+11New
Huntington National Bank1$100.00%00.0%Unchanged
Citadel Advisors LLC3$350.00%−297−99.0%Reduced
VisionPoint Advisory Group, LLC8$940.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1170.00%00.0%Unchanged
Comerica Bank16$1870.00%00.0%Unchanged
GAMMA Investing LLC23$2690.00%+23New
Vermillion & White Wealth Management Group, LLC38$4440.00%00.0%Unchanged
MCF Advisors LLC40$4680.00%00.0%Unchanged
Tradewinds Capital Management, LLC50$5850.00%00.0%Unchanged
Rothschild Investment LLC65$7600.00%+65New
Russell Investments Group, Ltd.75$8770.00%−1,273−94.4%Reduced
Hilltop National Bank75$8770.00%+75New
CWM, LLC113$1.00K0.00%−2,149−95.0%Reduced
Quarry LP88$1.03K0.00%+88New
Mather Group, LLC.200$1.06K0.00%+200New
National Bank of Canada100$1.09K0.00%00.0%Unchanged
Main Street Group, LTD100$1.09K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC100$1.17K0.00%+100New
Frazier Financial Advisors, LLC110$1.29K0.00%+110New
Stone House Investment Management, LLC150$1.75K0.00%+150New
Twin Tree Management, LP163$1.91K0.00%+163New
Moisand Fitzgerald Tamayo, LLC200$2.34K0.00%00.0%Unchanged
Bogart Wealth, LLC200$2.34K0.00%00.0%Unchanged
Aspire Private Capital, LLC200$2.34K0.00%+200New
PFS Partners, LLC227$2.65K0.00%00.0%Unchanged
Headlands Technologies LLC286$3.34K0.00%+286New
South State Corp.300$3.51K0.00%00.0%Unchanged
Toth Financial Advisory Corp300$3.51K0.00%00.0%Unchanged
Clearstead Advisors, LLC350$4.09K0.00%+350New
Principal Securities, Inc.353$4.13K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC360$4.21K0.00%+36+11.1%Added
JNBA Financial Advisors400$4.68K0.00%00.0%Unchanged
Private Trust Co NA400$4.68K0.00%+200+100.0%Added
Institutional & Family Asset Management, LLC457$5.34K0.00%00.0%Unchanged
ORG Partners LLC500$5.46K0.00%+500New
Jones Financial Companies LLLP500$5.84K0.00%+500New
Capital Advisors, Ltd. LLC592$7.00K0.00%+592New
Riggs Asset Managment Co. Inc.653$7.63K0.00%+653New
CIBC Private Wealth Group, LLC584$8.00K0.00%+584New
Accordant Advisory Group Inc700$8.18K0.01%00.0%Unchanged
Signaturefd, LLC750$8.77K0.00%+50+7.1%Added
Harbour Investments, Inc.762$8.91K0.00%00.0%Unchanged
Albion Financial Group840$9.82K0.00%+840New
Benjamin F. Edwards & Company, Inc.950$11.0K0.00%+950New
Salem Investment Counselors Inc1,000$11.7K0.00%00.0%Unchanged
Optiver Holding B.V.1,119$13.1K0.00%+1,119New
Newbridge Financial Services Group, Inc.1,250$14.6K0.01%00.0%Unchanged
Quantbot Technologies LP1,381$16.1K0.00%+1,381New
Anfield Capital Management, LLC1,538$18.0K0.01%+1,538New
Amalgamated Bank1,903$22.0K0.00%00.0%Unchanged
GWM Advisors LLC2,000$23.4K0.00%+1,000+100.0%Added
Westside Investment Management, Inc.2,895$33.8K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group3,000$35.1K0.01%00.0%Unchanged
Register Financial Advisors LLC3,000$35.1K0.02%+1,000+50.0%Added
TD Waterhouse Canada Inc.3,650$39.9K0.00%+3,650New
Leonteq Securities AG3,600$42.1K0.01%00.0%Unchanged
International Assets Investment Management, LLC5,500$64.3K0.01%+5,500New
California State Teachers Retirement System5,623$65.7K0.00%−4−0.1%Reduced
TFC Financial Management6,405$74.9K0.01%+6,405New
Global Retirement Partners, LLC6,890$80.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.7,603$88.9K0.00%+2,017+36.1%Added
Fortitude Family Office, LLC8,343$97.5K0.06%+8,343New
Quest Partners LLC9,808$114.7K0.02%+9,808New
Essex Private Wealth Management, LLC10,000$116.9K0.30%00.0%Unchanged
Sloy Dahl & Holst, LLC10,071$117.7K0.02%+21+0.2%Added
Walleye Trading LLC10,474$122.4K0.00%+10,474New
Principal Financial Group Inc10,483$122.5K0.00%+10,483New
HSBC Holdings PLC11,244$126.0K0.00%+11,244New
Farther Finance Advisors, LLC12,006$131.2K0.01%00.0%Unchanged
HighTower Advisors, LLC11,288$132.0K0.00%+11,288New
Tower Research Capital LLC (TRC)11,439$133.7K0.00%−2,481−17.8%Reduced
Evergreen Wealth Solutions, LLC11,611$135.7K0.10%+11,611New
Catalina Capital Group, LLC11,829$138.3K0.05%+11,829New
Brookstone Capital Management10,736$149.5K0.00%+10,736New
Peregrine Asset Advisers, Inc.13,000$152.0K0.06%+1,000+8.3%Added
Simplicity Wealth,LLC13,613$159.1K0.00%+13,613New
Bleakley Financial Group, LLC13,613$159.1K0.00%+13,613New
Legal & General Group Plc13,688$160.0K0.00%+7,865+135.1%Added
Handelsbanken Fonder AB14,400$168.0K0.00%+14,400New
Gladstone Institutional Advisory LLC14,544$170.0K0.01%+14,544New
Avantax Advisory Services, Inc.15,000$175.3K0.00%+4,000+36.4%Added
Truist Financial Corp15,140$177.0K0.00%+15,140New
Raymond James & Associates15,728$183.9K0.00%−67,529−81.1%Reduced
Lincoln Capital LLC15,956$186.5K0.04%00.0%Unchanged
Per Stirling Capital Management, LLC.16,274$190.2K0.03%+16,274New
Kestra Private Wealth Services, LLC16,450$192.3K0.00%+16,450New
Raymond James Financial Services Advisors, Inc.16,764$196.0K0.00%+6,148+57.9%Added
Wolverine Trading, LLC16,817$196.6K0.00%+16,817New
Stifel Financial Corp17,360$202.9K0.00%+17,360New
McGowan Group Asset Management, Inc.17,473$204.3K0.03%+17,473New
Bluefin Capital Management, LLC17,500$204.6K0.06%+17,500New
Indie Asset Partners, LLC17,550$205.2K0.16%+1,150+7.0%Added
Omers Administration Corp18,700$218.6K0.00%+18,700New
Mengis Capital Management, Inc.18,700$218.6K0.04%+18,700New
Boothbay Fund Management, LLC18,792$219.7K0.01%+18,792New
Cetera Investment Advisers19,678$230.0K0.00%+19,678New
D.A. Davidson & Co.20,305$237.4K0.00%+1,105+5.8%Added
Susquehanna International Group, LLP22,088$258.2K0.00%−48,687−68.8%Reduced
Citigroup Inc22,279$260.4K0.00%+1,560+7.5%Added