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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
Aster Capital Management (DIFC) Ltd7,156$123.0K0.02%+6,016+527.7%Added
Natixis8,576$121.9K0.00%−52,632−86.0%Reduced
Fortitude Family Office, LLC8,343$118.1K0.04%00.0%Unchanged
Quest Partners LLC8,322$117.8K0.01%−69−0.8%Reduced
Bank of Montreal6,726$95.2K0.00%+3,125+86.8%Added
National Bank of Canada6,537$92.6K0.00%+6,537New
Caz Investments LP6,000$85.0K0.61%+6,000New
CoreCap Advisors, LLC4,515$63.9K0.00%+2,695+148.1%Added
Anfield Capital Management, LLC4,470$63.3K0.02%+274+6.5%Added
Union Bancaire Privee, UBP SA4,226$61.2K0.00%+488+13.1%Added
Geneos Wealth Management Inc.4,240$60.0K0.00%+4,240New
Aventura Private Wealth, LLC3,986$56.4K0.03%+1,556+64.0%Added
KBC Group NV3,912$55.0K0.00%00.0%Unchanged
TFC Financial Management3,723$52.7K0.01%−2,778−42.7%Reduced
The PNC Financial Services Group, Inc.3,659$51.8K0.00%−37−1.0%Reduced
Stone House Investment Management, LLC3,550$50.3K0.01%+3,550New
NBC Securities, Inc.3,311$46.0K0.00%+3,309+165,450.0%Added
Amalgamated Bank3,117$44.0K0.00%+228+7.9%Added
Westside Investment Management, Inc.2,895$41.0K0.01%00.0%Unchanged
Legacy Advisors, LLC13,140$37.2K0.00%+13,140New
TD Waterhouse Canada Inc.2,300$33.7K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,268$32.1K0.00%−5−0.2%Reduced
Quantbot Technologies LP1,883$26.7K0.00%+1,883New
Russell Investments Group, Ltd.1,677$23.7K0.00%+155+10.2%Added
Nisa Investment Advisors, LLC1,647$23.3K0.00%+1,129+218.0%Added
Albion Financial Group1,620$22.9K0.00%+780+92.9%Added
Huntington National Bank1,496$21.2K0.00%+920+159.7%Added
Continuum Advisory, LLC1,481$21.0K0.00%+80+5.7%Added
BI Asset Management Fondsmaeglerselskab A/S1,429$20.0K0.00%+1,429New
Operose Advisors LLC1,353$19.2K0.01%+665+96.7%Added
Principal Securities, Inc.973$17.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,225$17.3K0.00%−102−7.7%Reduced
Burkett Financial Services, LLC1,200$17.0K0.01%+1,200New
MAI Capital Management1,157$16.4K0.00%+707+157.1%Added
Boston Private Wealth LLC1,128$16.0K0.00%+1,128New
IFP Advisors, Inc1,121$15.9K0.00%+595+113.1%Added
Salem Investment Counselors Inc1,119$15.8K0.00%00.0%Unchanged
GAMMA Investing LLC1,085$15.4K0.00%+815+301.9%Added
Centricity Wealth Management, LLC1,000$14.2K0.01%00.0%Unchanged
Signaturefd, LLC982$13.9K0.00%+132+15.5%Added
Harbour Investments, Inc.953$13.5K0.00%+93+10.8%Added
Medallion Wealth Advisors, LLC900$13.2K0.01%+900New
Federated Hermes, Inc.925$13.1K0.00%−24,347−96.3%Reduced
GPS Wealth Strategies Group, LLC884$12.5K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd860$12.2K0.01%+800+1,333.3%Added
PFG Private Wealth Management, LLC800$11.3K0.01%+800New
Stonebridge Financial Group, LLC795$11.3K0.00%+200+33.6%Added
Rothschild Investment LLC775$11.0K0.00%+440+131.3%Added
Evermay Wealth Management LLC700$9.91K0.00%00.0%Unchanged
Marshall Investment Management, LLC660$9.35K0.01%+660New
Riggs Asset Managment Co. Inc.653$9.25K0.00%00.0%Unchanged
Toth Financial Advisory Corp600$8.50K0.00%−1,500−71.4%Reduced
Smallwood Wealth Investment Management, LLC600$8.50K0.01%+600New
EverSource Wealth Advisors, LLC589$8.34K0.00%+578+5,254.5%Added
Kiker Wealth Management, LLC579$8.20K0.01%+579New
Creative Financial Designs Inc550$7.79K0.00%−100−15.4%Reduced
Vermillion Wealth Management, Inc.550$7.79K0.00%+550New
Leonteq Securities AG550$7.78K0.00%+550New
Optiver Holding B.V.542$7.67K0.00%+122+29.0%Added
Financial Management Professionals, Inc.524$7.42K0.00%+524New
ORG Wealth Partners, LLC500$7.32K0.00%+500New
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
Coldstream Capital Management Inc452$6.40K0.00%+452New
Bogart Wealth, LLC450$6.37K0.00%+250+125.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.425$6.02K0.00%00.0%Unchanged
Hantz Financial Services, Inc.430$6.00K0.00%+50+13.2%Added
JNBA Financial Advisors400$5.66K0.00%00.0%Unchanged
ORG Partners LLC345$5.05K0.00%−155−31.0%Reduced
Clearstead Advisors, LLC350$4.96K0.00%00.0%Unchanged
Golden State Wealth Management, LLC350$4.96K0.00%00.0%Unchanged
Comerica Bank345$4.89K0.00%+152+78.8%Added
Larson Financial Group LLC343$4.86K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC330$4.67K0.00%+330New
Winch Advisory Services, LLC327$4.63K0.00%+327New
HHM Wealth Advisors, LLC305$4.32K0.00%−900−74.7%Reduced
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
HM Payson & Co278$3.94K0.00%+8+3.0%Added
Plante Moran Financial Advisors, LLC250$3.54K0.00%−500−66.7%Reduced
Fourth Dimension Wealth, LLC250$3.54K0.00%+250New
Bear Mountain Capital, Inc.200$3.38K0.00%−400−66.7%Reduced
Anchor Investment Management, LLC235$3.33K0.00%+235New
PFS Partners, LLC227$3.21K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC200$2.83K0.00%00.0%Unchanged
Credit Agricole S A172$2.44K0.00%+172New
Hurley Capital, LLC151$2.14K0.00%00.0%Unchanged
SWAN Capital LLC150$2.12K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC150$2.12K0.00%+150New
Ulland Investment Advisors, LLC150$2.00K0.00%−50−25.0%Reduced
McClarren Financial Advisors, Inc.14$2.00K0.00%−177−92.7%Reduced
Rise Advisors, LLC104$1.47K0.00%+104New
TD Capital Management LLC103$1.46K0.00%+103New
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