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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, Q1 2025

Institutional positions in Nuscale Power Corp as of Mar 31, 2025. 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
322
+24 vs. Q4 2024
Shares held
68.8M
+12.3M (+21.8%) vs. Q4 2024
Total value
$973.8M
−$39.0M (−3.8%) vs. Q4 2024
New holders
83
144 more added
Sold out
59
54 more reduced

7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 322 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 heldQ1 2025: $973.8M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q4 2024.

Institutions holding SMR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC1$00.00%00.0%Unchanged
Covestor Ltd8$00.00%00.0%Unchanged
Gen-Wealth Partners Inc15$2120.00%00.0%Unchanged
GHP Investment Advisors, Inc.15$2140.00%+15New
Bell Investment Advisors, Inc21$2980.00%+21New
Tidemark, LLC29$4110.00%+29New
GeoWealth Management, LLC32$4530.00%−48−60.0%Reduced
Center for Financial Planning, Inc.35$4960.00%+35New
Massmutual Trust Co FSB36$5100.00%+36New
Farmers & Merchants Investments Inc38$5380.00%00.0%Unchanged
Sunbelt Securities, Inc.40$5660.00%00.0%Unchanged
MCF Advisors LLC40$5670.00%00.0%Unchanged
Assetmark, Inc45$6370.00%+45New
Lindbrook Capital, LLC46$6510.00%+26+130.0%Added
Investors Research Corp50$7080.00%+50New
Aspect Partners, LLC52$7360.00%00.0%Unchanged
Tradewinds Capital Management, LLC62$8780.00%+10+19.2%Added
Hazlett, Burt & Watson, Inc.50$1.00K0.00%+50New
Bessemer Group Inc58$1.00K0.00%+58New
Spire Wealth Management73$1.03K0.00%−14,539−99.5%Reduced
Sterling Capital Management LLC98$1.39K0.00%+8+8.9%Added
Main Street Group, LTD100$1.42K0.00%−100−50.0%Reduced
Koesten, Hirschmann & Crabtree, INC.100$1.42K0.00%00.0%Unchanged
Pacific Center for Financial Services100$1.42K0.00%+100New
PSI Advisors, LLC100$1.42K0.00%+100New
Strategic Investment Solutions, Inc.100$1.42K0.00%+100New
TD Capital Management LLC103$1.46K0.00%+103New
Rise Advisors, LLC104$1.47K0.00%+104New
Ulland Investment Advisors, LLC150$2.00K0.00%−50−25.0%Reduced
McClarren Financial Advisors, Inc.14$2.00K0.00%−177−92.7%Reduced
SWAN Capital LLC150$2.12K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC150$2.12K0.00%+150New
Hurley Capital, LLC151$2.14K0.00%00.0%Unchanged
Credit Agricole S A172$2.44K0.00%+172New
Moisand Fitzgerald Tamayo, LLC200$2.83K0.00%00.0%Unchanged
PFS Partners, LLC227$3.21K0.00%00.0%Unchanged
Anchor Investment Management, LLC235$3.33K0.00%+235New
Bear Mountain Capital, Inc.200$3.38K0.00%−400−66.7%Reduced
Plante Moran Financial Advisors, LLC250$3.54K0.00%−500−66.7%Reduced
Fourth Dimension Wealth, LLC250$3.54K0.00%+250New
HM Payson & Co278$3.94K0.00%+8+3.0%Added
Ancora Advisors, LLC300$4.25K0.00%−1,000−76.9%Reduced
South State Corp.300$4.25K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$4.25K0.00%+300New
HHM Wealth Advisors, LLC305$4.32K0.00%−900−74.7%Reduced
Winch Advisory Services, LLC327$4.63K0.00%+327New
Annis Gardner Whiting Capital Advisors, LLC330$4.67K0.00%+330New
Larson Financial Group LLC343$4.86K0.00%00.0%Unchanged
Comerica Bank345$4.89K0.00%+152+78.8%Added
Clearstead Advisors, LLC350$4.96K0.00%00.0%Unchanged
Golden State Wealth Management, LLC350$4.96K0.00%00.0%Unchanged
ORG Partners LLC345$5.05K0.00%−155−31.0%Reduced
JNBA Financial Advisors400$5.66K0.00%00.0%Unchanged
Hantz Financial Services, Inc.430$6.00K0.00%+50+13.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.425$6.02K0.00%00.0%Unchanged
Bogart Wealth, LLC450$6.37K0.00%+250+125.0%Added
Coldstream Capital Management Inc452$6.40K0.00%+452New
Sandy Spring Bank500$7.08K0.00%+200+66.7%Added
Future Financial Wealth Managment LLC500$7.08K0.01%+500New
Sittner & Nelson, LLC500$7.08K0.00%+500New
Crowley Wealth Management, Inc.500$7.08K0.01%+500New
ORG Wealth Partners, LLC500$7.32K0.00%+500New
Financial Management Professionals, Inc.524$7.42K0.00%+524New
Optiver Holding B.V.542$7.67K0.00%+122+29.0%Added
Leonteq Securities AG550$7.78K0.00%+550New
Creative Financial Designs Inc550$7.79K0.00%−100−15.4%Reduced
Vermillion Wealth Management, Inc.550$7.79K0.00%+550New
Kiker Wealth Management, LLC579$8.20K0.01%+579New
EverSource Wealth Advisors, LLC589$8.34K0.00%+578+5,254.5%Added
Toth Financial Advisory Corp600$8.50K0.00%−1,500−71.4%Reduced
Smallwood Wealth Investment Management, LLC600$8.50K0.01%+600New
Riggs Asset Managment Co. Inc.653$9.25K0.00%00.0%Unchanged
Marshall Investment Management, LLC660$9.35K0.01%+660New
Evermay Wealth Management LLC700$9.91K0.00%00.0%Unchanged
Rothschild Investment LLC775$11.0K0.00%+440+131.3%Added
Stonebridge Financial Group, LLC795$11.3K0.00%+200+33.6%Added
PFG Private Wealth Management, LLC800$11.3K0.01%+800New
Gordian Capital Singapore Pte Ltd860$12.2K0.01%+800+1,333.3%Added
GPS Wealth Strategies Group, LLC884$12.5K0.00%00.0%Unchanged
Federated Hermes, Inc.925$13.1K0.00%−24,347−96.3%Reduced
Medallion Wealth Advisors, LLC900$13.2K0.01%+900New
Harbour Investments, Inc.953$13.5K0.00%+93+10.8%Added
Signaturefd, LLC982$13.9K0.00%+132+15.5%Added
Centricity Wealth Management, LLC1,000$14.2K0.01%00.0%Unchanged
GAMMA Investing LLC1,085$15.4K0.00%+815+301.9%Added
Salem Investment Counselors Inc1,119$15.8K0.00%00.0%Unchanged
IFP Advisors, Inc1,121$15.9K0.00%+595+113.1%Added
Boston Private Wealth LLC1,128$16.0K0.00%+1,128New
MAI Capital Management1,157$16.4K0.00%+707+157.1%Added
Burkett Financial Services, LLC1,200$17.0K0.01%+1,200New
Ronald Blue Trust, Inc.1,225$17.3K0.00%−102−7.7%Reduced
Principal Securities, Inc.973$17.4K0.00%00.0%Unchanged
Operose Advisors LLC1,353$19.2K0.01%+665+96.7%Added
BI Asset Management Fondsmaeglerselskab A/S1,429$20.0K0.00%+1,429New
Continuum Advisory, LLC1,481$21.0K0.00%+80+5.7%Added
Huntington National Bank1,496$21.2K0.00%+920+159.7%Added
Albion Financial Group1,620$22.9K0.00%+780+92.9%Added
Nisa Investment Advisors, LLC1,647$23.3K0.00%+1,129+218.0%Added
Russell Investments Group, Ltd.1,677$23.7K0.00%+155+10.2%Added
Quantbot Technologies LP1,883$26.7K0.00%+1,883New