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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 2024

Institutional positions in Nuscale Power Corp as of Sep 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
206
+31 vs. Q2 2024
Shares held
43.9M
+10.9M (+33.0%) vs. Q2 2024
Total value
$514.6M
+$128.5M (+33.3%) vs. Q2 2024
New holders
63
76 more added
Sold out
32
28 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 206 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 2024: $514.6M
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 2024

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q2 2024.

Institutions holding SMR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC66$00.00%+66New
Covestor Ltd8$00.00%+8New
Huntington National Bank1$100.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1160.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd23$2660.00%+23New
MCF Advisors LLC40$4640.00%00.0%Unchanged
Larson Financial Group LLC43$4980.00%+43New
Tradewinds Capital Management, LLC50$5790.00%00.0%Unchanged
Hilltop National Bank75$8690.00%00.0%Unchanged
Sterling Capital Management LLC80$9260.00%+80New
Sugarloaf Wealth Management, LLC100$1.16K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$1.16K0.00%+100New
Comerica Bank116$1.34K0.00%+100+625.0%Added
The PNC Financial Services Group, Inc.120$1.39K0.00%+120New
Rothschild Investment LLC145$1.68K0.00%+80+123.1%Added
McClarren Financial Advisors, Inc.11$2.00K0.00%00.0%Unchanged
GAMMA Investing LLC190$2.20K0.00%+167+726.1%Added
Moisand Fitzgerald Tamayo, LLC200$2.32K0.00%00.0%Unchanged
Bogart Wealth, LLC200$2.32K0.00%00.0%Unchanged
Aspire Private Capital, LLC200$2.32K0.00%00.0%Unchanged
Main Street Group, LTD200$2.32K0.00%+100+100.0%Added
SWAN Capital LLC200$2.32K0.00%+200New
PFS Partners, LLC227$2.63K0.00%00.0%Unchanged
South State Corp.300$3.47K0.00%00.0%Unchanged
Toth Financial Advisory Corp300$3.47K0.00%00.0%Unchanged
Clearstead Advisors, LLC350$4.05K0.00%00.0%Unchanged
Optiver Holding B.V.359$4.16K0.00%−760−67.9%Reduced
JNBA Financial Advisors400$4.63K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC447$5.18K0.00%+87+24.2%Added
Venturi Wealth Management, LLC478$5.54K0.00%+478New
ORG Partners LLC500$5.79K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC500$5.79K0.00%+500New
Principal Securities, Inc.553$6.40K0.00%+200+56.7%Added
Creative Financial Designs Inc600$6.95K0.00%+600New
Riggs Asset Managment Co. Inc.653$7.56K0.00%00.0%Unchanged
FNY Investment Advisers, LLC739$8.00K0.00%+739New
Accordant Advisory Group Inc700$8.11K0.01%00.0%Unchanged
Evermay Wealth Management LLC700$8.11K0.00%+700New
National Bank of Canada725$8.40K0.00%+625+625.0%Added
Harbour Investments, Inc.760$8.80K0.00%−2−0.3%Reduced
Albion Financial Group840$9.73K0.00%00.0%Unchanged
Signaturefd, LLC850$9.84K0.00%+100+13.3%Added
Salem Investment Counselors Inc1,000$11.6K0.00%00.0%Unchanged
Allworth Financial LP1,000$11.6K0.00%+1,000New
IFP Advisors, Inc1,000$11.6K0.00%+1,000New
Stone House Investment Management, LLC1,150$13.3K0.00%+1,000+666.7%Added
Clear Street Markets LLC1,338$15.0K0.01%+1,338New
Hexagon Capital Partners LLC1,500$17.4K0.00%+1,500New
Russell Investments Group, Ltd.1,522$17.6K0.00%+1,447+1,929.3%Added
Capital Performance Advisors LLP1,566$18.1K0.01%+1,566New
Leonteq Securities AG1,700$19.7K0.00%−1,900−52.8%Reduced
Federation des caisses Desjardins du Quebec1,750$20.3K0.00%+1,750New
CIBC Private Wealth Group, LLC1,808$20.9K0.00%+1,224+209.6%Added
Amalgamated Bank1,903$22.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,994$25.0K0.00%+1,494+298.8%Added
Federated Hermes, Inc.2,310$26.8K0.00%+2,310New
Hobbs Group Advisors, LLC2,396$27.8K0.01%−24,204−91.0%Reduced
Anfield Capital Management, LLC2,538$29.4K0.01%+1,000+65.0%Added
Westside Investment Management, Inc.2,895$33.5K0.01%00.0%Unchanged
Continuum Advisory, LLC1,401$34.5K0.00%+1,401New
Oliver Lagore Vanvalin Investment Group3,000$34.7K0.01%00.0%Unchanged
Global Retirement Partners, LLC3,080$35.7K0.00%−3,810−55.3%Reduced
Citadel Advisors LLC3,287$38.1K0.00%+3,284+109,466.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,760$43.5K0.00%+3,760New
Acadian Asset Management LLC4,429$51.0K0.00%+4,429New
TD Waterhouse Canada Inc.4,300$51.0K0.00%+650+17.8%Added
GWM Advisors LLC4,419$51.2K0.00%+2,419+121.0%Added
US Bancorp4,643$53.8K0.00%+4,643New
CWM, LLC5,304$61.0K0.00%+5,191+4,593.8%Added
Tower Research Capital LLC (TRC)5,668$65.6K0.00%−5,771−50.5%Reduced
TFC Financial Management6,405$74.2K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,900$79.9K0.03%+5,650+452.0%Added
Ameritas Investment Partners, Inc.7,603$88.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC8,343$96.6K0.04%00.0%Unchanged
Walleye Trading LLC9,487$109.9K0.00%−987−9.4%Reduced
MYDA Advisors LLC10,000$115.8K0.03%+10,000New
Victory Capital Management Inc10,013$116.0K0.00%+10,013New
Sloy Dahl & Holst, LLC10,064$116.5K0.02%−7−0.1%Reduced
TRUE Private Wealth Advisors10,092$116.9K0.01%+10,092New
Toroso Investments, LLC10,176$117.8K0.00%+10,176New
Peregrine Asset Advisers, Inc.11,000$127.4K0.04%−2,000−15.4%Reduced
Avantax Advisory Services, Inc.11,043$127.9K0.00%−3,957−26.4%Reduced
Wolverine Trading, LLC10,324$129.6K0.00%−6,493−38.6%Reduced
State Board of Administration of Florida Retirement System11,580$134.1K0.00%+11,580New
Clear Creek Financial Management, LLC11,612$134.5K0.02%+11,612New
Entropy Technologies, LP11,900$137.8K0.01%+11,900New
Farther Finance Advisors, LLC12,006$139.0K0.01%00.0%Unchanged
HighTower Advisors, LLC12,108$140.0K0.00%+820+7.3%Added
Catalina Capital Group, LLC12,638$146.3K0.05%+809+6.8%Added
Per Stirling Capital Management, LLC.13,774$159.5K0.02%−2,500−15.4%Reduced
Fox Run Management, L.L.C.13,847$160.3K0.04%+13,847New
Evergreen Wealth Solutions, LLC14,558$168.6K0.11%+2,947+25.4%Added
Mirae Asset Global Investments Co., Ltd.13,520$169.7K0.00%+13,520New
Quest Partners LLC14,950$173.1K0.02%+5,142+52.4%Added
ProShare Advisors LLC14,965$173.3K0.00%+14,965New
Allspring Global Investments Holdings, LLC15,100$174.9K0.00%+15,100New
Intech Investment Management LLC15,111$175.0K0.00%+15,111New
Lincoln Capital LLC15,956$184.8K0.04%00.0%Unchanged
Kestra Private Wealth Services, LLC16,550$191.6K0.00%+100+0.6%Added
Omers Administration Corp16,700$193.4K0.00%−2,000−10.7%Reduced