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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 2024

Institutional positions in Nuscale Power Corp as of Dec 31, 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
305
+103 vs. Q3 2024
Shares held
58.9M
+15.3M (+35.0%) vs. Q3 2024
Total value
$1.06B
+$545.5M (+106.6%) vs. Q3 2024
New holders
132
108 more added
Sold out
29
37 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 305 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 2024: $1.06B
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 2024

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q3 2024.

Institutions holding SMR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quest Partners LLC8,391$150.5K0.02%−6,559−43.9%Reduced
Fortitude Family Office, LLC8,343$149.6K0.05%00.0%Unchanged
US Bancorp8,247$147.9K0.00%+3,604+77.6%Added
Altshuler Shaham Ltd7,751$139.0K0.00%+7,751New
Walleye Capital LLC7,587$136.0K0.00%+7,587New
Rakuten Securities, Inc.7,490$134.3K0.05%+7,490New
TFC Financial Management6,501$116.6K0.02%+96+1.5%Added
Steward Partners Investment Advisory, LLC5,417$97.1K0.00%+5,417New
Global Retirement Partners, LLC4,932$88.4K0.00%+1,852+60.1%Added
Anfield Capital Management, LLC4,196$75.2K0.03%+1,658+65.3%Added
KBC Group NV3,912$70.0K0.00%+3,912New
Union Bancaire Privee, UBP SA3,738$66.9K0.00%+3,738New
The PNC Financial Services Group, Inc.3,696$66.3K0.00%+3,576+2,980.0%Added
Bank of Montreal3,601$64.6K0.00%+3,601New
Wolverine Asset Management LLC3,190$57.2K0.00%+3,190New
Amalgamated Bank2,889$52.0K0.00%+986+51.8%Added
Westside Investment Management, Inc.2,895$51.9K0.01%00.0%Unchanged
Aventura Private Wealth, LLC2,430$43.6K0.02%+2,430New
Twin Tree Management, LP2,320$41.6K0.00%+2,320New
Oliver Lagore Vanvalin Investment Group2,295$41.1K0.01%−705−23.5%Reduced
TD Waterhouse Canada Inc.2,300$41.1K0.00%−2,000−46.5%Reduced
Northwestern Mutual Wealth Management Co2,273$40.8K0.00%+2,273New
Toth Financial Advisory Corp2,100$37.7K0.00%+1,800+600.0%Added
Venturi Wealth Management, LLC1,978$35.5K0.00%+1,500+313.8%Added
CoreCap Advisors, LLC1,820$32.6K0.00%+1,820New
Russell Investments Group, Ltd.1,522$27.3K0.00%00.0%Unchanged
Hexagon Capital Partners LLC1,500$26.9K0.00%00.0%Unchanged
Continuum Advisory, LLC1,401$25.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,327$23.8K0.00%+1,327New
Ancora Advisors, LLC1,300$23.3K0.00%+1,300New
HHM Wealth Advisors, LLC1,205$21.6K0.00%+1,105+1,105.0%Added
Aster Capital Management (DIFC) Ltd1,140$20.4K0.01%+1,117+4,856.5%Added
Salem Investment Counselors Inc1,119$20.1K0.00%+119+11.9%Added
Centricity Wealth Management, LLC1,000$17.9K0.02%+1,000New
Bear Mountain Capital, Inc.600$17.4K0.01%+600New
Principal Securities, Inc.973$17.4K0.00%+420+75.9%Added
GPS Wealth Strategies Group, LLC884$15.8K0.00%+384+76.8%Added
Harbour Investments, Inc.860$15.4K0.00%+100+13.2%Added
Signaturefd, LLC850$15.2K0.00%00.0%Unchanged
Albion Financial Group840$15.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC750$13.4K0.00%+750New
Evermay Wealth Management LLC700$12.6K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC700$12.6K0.01%+700New
Operose Advisors LLC688$12.3K0.00%+688New
Riggs Asset Managment Co. Inc.653$11.9K0.00%00.0%Unchanged
Creative Financial Designs Inc650$11.7K0.00%+50+8.3%Added
Stonebridge Financial Group, LLC595$10.7K0.00%+595New
Huntington National Bank576$10.3K0.00%+575+57,500.0%Added
IFP Advisors, Inc526$9.43K0.00%−474−47.4%Reduced
Nisa Investment Advisors, LLC518$9.29K0.00%+71+15.9%Added
ORG Partners LLC500$8.96K0.00%00.0%Unchanged
MAI Capital Management450$8.07K0.00%+450New
Thurston, Springer, Miller, Herd & Titak, Inc.425$7.62K0.00%+425New
Modus Advisors, LLC425$7.62K0.00%+425New
Optiver Holding B.V.420$7.53K0.00%+61+17.0%Added
JNBA Financial Advisors400$7.17K0.00%00.0%Unchanged
Dogwood Wealth Management LLC395$7.08K0.00%+395New
Hantz Financial Services, Inc.380$7.00K0.00%+380New
NewSquare Capital LLC380$6.81K0.00%+380New
Clearstead Advisors, LLC350$6.28K0.00%00.0%Unchanged
Golden State Wealth Management, LLC350$6.28K0.00%+350New
Larson Financial Group LLC343$6.15K0.00%+300+697.7%Added
Rothschild Investment LLC335$6.01K0.00%+190+131.0%Added
South State Corp.300$5.38K0.00%00.0%Unchanged
Sandy Spring Bank300$5.38K0.00%+300New
HM Payson & Co270$4.84K0.00%+270New
GAMMA Investing LLC270$4.84K0.00%+80+42.1%Added
Hanseatic Management Services Inc267$4.79K0.01%+267New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC235$4.21K0.00%+235New
PFS Partners, LLC227$4.07K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC200$4.00K0.00%+200New
Moisand Fitzgerald Tamayo, LLC200$3.59K0.00%00.0%Unchanged
Bogart Wealth, LLC200$3.59K0.00%00.0%Unchanged
Main Street Group, LTD200$3.59K0.00%00.0%Unchanged
LRI Investments, LLC198$3.55K0.00%+198New
Comerica Bank193$3.46K0.00%+77+66.4%Added
Hurley Capital, LLC151$3.15K0.00%+151New
McClarren Financial Advisors, Inc.191$3.00K0.01%+180+1,636.4%Added
SWAN Capital LLC150$2.69K0.00%−50−25.0%Reduced
Oarsman Capital, Inc.150$2.69K0.00%+150New
Koesten, Hirschmann & Crabtree, INC.100$1.79K0.00%+100New
REAP Financial Group, LLC100$1.79K0.00%+100New
Sterling Capital Management LLC90$1.61K0.00%+10+12.5%Added
GeoWealth Management, LLC80$1.44K0.00%+80New
Hilltop National Bank75$1.34K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd60$1.09K0.00%+60New
Householder Group Estate & Retirement Specialist, LLC66$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC52$9330.00%+2+4.0%Added
Aspect Partners, LLC52$9320.00%+52New
Van Hulzen Asset Management, LLC50$8970.00%+50New
Caitlin John, LLC50$8970.00%+50New
Sunbelt Securities, Inc.40$7280.00%+40New
MCF Advisors LLC40$7180.00%00.0%Unchanged
Synergy Financial Management, LLC60$6950.00%+60New
Farmers & Merchants Investments Inc38$6810.00%+38New
Coppell Advisory Solutions LLC22$4010.00%+22New
Lindbrook Capital, LLC20$3590.00%+20New
Gen-Wealth Partners Inc15$2690.00%+15New
EverSource Wealth Advisors, LLC11$1970.00%+11New
Pineridge Advisors LLC10$1760.00%+10New