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 2025
Institutional positions in Nuscale Power Corp as of Sep 30, 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
- 475
- +41 vs. Q2 2025
- Shares held
- 97.1M
- +9.22M (+10.5%) vs. Q2 2025
- Total value
- $3.50B
- +$21.0M (+0.6%) vs. Q2 2025
- New holders
- 110
- 201 more added
- Sold out
- 69
- 101 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 523 | $2.25B |
| Q1 2026 | 496 | $1.82B |
| Q4 2025 | 462 | $1.85B |
| Q3 2025 | 475 | $3.50B |
| Q2 2025 | 441 | $3.48B |
| Q1 2025 | 322 | $973.8M |
| Q4 2024 | 305 | $1.06B |
| Q3 2024 | 206 | $514.6M |
| Q2 2024 | 180 | $445.2M |
| Q1 2024 | 135 | $154.6M |
| Q4 2023 | 125 | $100.5M |
| Q3 2023 | 125 | $158.2M |
| Q2 2023 | 118 | $190.5M |
| Q1 2023 | 104 | $234.8M |
| Q4 2022 | 104 | $229.2M |
| Q3 2022 | 88 | $200.3M |
| Q2 2022 | 69 | $110.5M |
| Q1 2022 | 62 | $153.8M |
| Q4 2021 | 65 | $192.7M |
| Q3 2021 | 52 | $135.3M |
| Q2 2021 | 58 | $179.4M |
| Q1 2021 | 50 | $150.8M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caz Investments LP | 1,000 | $36.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,025 | $36.9K | 0.00% | −100−8.9% | Reduced |
| Burkett Financial Services, LLC | 1,100 | $39.6K | 0.01% | +400+57.1% | Added |
| Ameritas Advisory Services, LLC | 1,100 | $39.6K | 0.00% | +820+292.9% | Added |
| Salem Investment Counselors Inc | 1,119 | $40.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,147 | $41.0K | 0.00% | +23+2.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,150 | $41.4K | 0.00% | +1,150 | New |
| Signaturefd, LLC | 1,170 | $42.1K | 0.00% | +173+17.4% | Added |
| Operose Advisors LLC | 1,353 | $48.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,375 | $49.5K | 0.00% | +1,345+4,483.3% | Added |
| Old Second National Bank of Aurora | 1,400 | $50.4K | 0.01% | +1,000+250.0% | Added |
| Atlantic Union Bankshares Corp | 1,450 | $52.2K | 0.00% | −100−6.5% | Reduced |
| Huntington National Bank | 1,496 | $53.8K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1,500 | $54.0K | 0.04% | +1,500 | New |
| Delta Accumulation, LLC | 4,800 | $55.6K | 0.31% | +4,800 | New |
| Delos Wealth Advisors, LLC | 1,550 | $55.8K | 0.04% | +250+19.2% | Added |
| Kerr Financial Planning Corp | 2,600 | $56.2K | 0.08% | +2,600 | New |
| MAI Capital Management | 1,654 | $59.5K | 0.00% | +447+37.0% | Added |
| EverSource Wealth Advisors, LLC | 1,746 | $62.9K | 0.00% | +52+3.1% | Added |
| Ancora Advisors, LLC | 1,776 | $63.9K | 0.00% | +1,775+177,500.0% | Added |
| First Command Advisory Services, Inc. | 1,791 | $64.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,827 | $65.8K | 0.00% | +671+58.0% | Added |
| Toth Financial Advisory Corp | 1,875 | $67.5K | 0.01% | +165+9.6% | Added |
| TD Waterhouse Canada Inc. | 1,850 | $67.8K | 0.00% | −791−30.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,906 | $68.6K | 0.00% | +681+55.6% | Added |
| CIBC Private Wealth Group, LLC | 2,010 | $72.4K | 0.00% | −225−10.1% | Reduced |
| Albion Financial Group | 2,045 | $73.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,085 | $75.1K | 0.00% | +1,117+115.4% | Added |
| Parallax Volatility Advisers, L.P. | 2,100 | $75.6K | 0.00% | +55+2.7% | Added |
| Golden State Wealth Management, LLC | 2,125 | $76.5K | 0.01% | +1,775+507.1% | Added |
| Hantz Financial Services, Inc. | 2,250 | $81.0K | 0.00% | +1,820+423.3% | Added |
| South State Corp. | 2,300 | $82.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,452 | $88.3K | 0.01% | −150−5.8% | Reduced |
| Anfield Capital Management, LLC | 2,569 | $92.5K | 0.03% | −2,000−43.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,955 | $106.4K | 0.00% | +26+0.9% | Added |
| SRS Capital Advisors, Inc. | 2,967 | $106.8K | 0.00% | +44+1.5% | Added |
| Comerica Bank | 2,999 | $108.0K | 0.00% | −4,486−59.9% | Reduced |
| KBC Group NV | 3,181 | $115.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,219 | $115.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,289 | $118.4K | 0.00% | +1,384+72.7% | Added |
| Stone House Investment Management, LLC | 3,612 | $130.0K | 0.02% | +62+1.7% | Added |
| IFP Advisors, Inc | 3,984 | $143.4K | 0.00% | +2,239+128.3% | Added |
| TFC Financial Management | 4,076 | $146.7K | 0.02% | −169−4.0% | Reduced |
| Amalgamated Bank | 4,108 | $148.0K | 0.00% | +991+31.8% | Added |
| Leonteq Securities AG | 4,154 | $149.5K | 0.01% | +4,119+11,768.6% | Added |
| Union Bancaire Privee, UBP SA | 4,634 | $153.5K | 0.00% | +22+0.5% | Added |
| Natixis | 4,354 | $156.7K | 0.00% | −627−12.6% | Reduced |
| Global Trust Asset Management, LLC | 4,426 | $159.3K | 0.07% | +4,426 | New |
| Jefferies Financial Group Inc. | 4,465 | $160.7K | 0.00% | +4,465 | New |
| Spirit of America Management Corp | 4,500 | $162.0K | 0.03% | +4,500 | New |
| Firsthand Capital Management, Inc. | 5,000 | $180.0K | 0.30% | +5,000 | New |
| O'Shaughnessy Asset Management, LLC | 5,584 | $201.0K | 0.00% | −220−3.8% | Reduced |
| Wedbush Securities Inc | 5,675 | $204.0K | 0.01% | −43,352−88.4% | Reduced |
| Geneos Wealth Management Inc. | 5,690 | $204.8K | 0.01% | +1,570+38.1% | Added |
| Horizon Kinetics Asset Management LLC | 5,750 | $207.0K | 0.00% | −7,200−55.6% | Reduced |
| Meridian Wealth Management, LLC | 5,889 | $212.0K | 0.01% | +46+0.8% | Added |
| Strategic Blueprint, LLC | 5,993 | $215.7K | 0.01% | +5,993 | New |
| Integrity Alliance, LLC. | 6,072 | $218.6K | 0.01% | −8,542−58.5% | Reduced |
| Warren Averett Asset Management, LLC | 6,083 | $219.0K | 0.00% | +6,083 | New |
| Onyx Bridge Wealth Group LLC | 6,115 | $220.1K | 0.02% | +700+12.9% | Added |
| Pasadena Private Wealth, LLC | 6,147 | $221.3K | 0.03% | +287+4.9% | Added |
| Savvy Advisors, Inc. | 6,151 | $221.4K | 0.01% | +6,151 | New |
| LaSalle St. Investment Advisors, LLC | 6,220 | $223.0K | 0.04% | +50+0.8% | Added |
| Flagship Harbor Advisors, LLC | 6,198 | $223.1K | 0.01% | +6,198 | New |
| R Squared Ltd | 6,275 | $225.9K | 0.10% | −2,629−29.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,347 | $228.5K | 0.05% | +6,347 | New |
| Zullo Investment Group, Inc. | 6,350 | $228.6K | 0.08% | +145+2.3% | Added |
| HBK Sorce Advisory LLC | 4,286 | $229.0K | 0.01% | +4,286 | New |
| Blair William & Co | 6,378 | $229.6K | 0.00% | +6,378 | New |
| McGuire Investment Group, LLC | 6,664 | $239.9K | 0.03% | +6,664 | New |
| Wetherby Asset Management Inc | 6,813 | $245.3K | 0.01% | +37+0.5% | Added |
| TCFG Wealth Management, LLC | 6,836 | $246.1K | 0.10% | −7,049−50.8% | Reduced |
| Accel Wealth Management | 6,877 | $247.6K | 0.07% | +1,075+18.5% | Added |
| Patten Group, Inc. | 6,931 | $249.5K | 0.05% | +6,931 | New |
| Optimum Investment Advisors | 7,063 | $254.3K | 0.10% | +7,063 | New |
| VestGen Advisors, LLC | 7,063 | $254.3K | 0.01% | +7,063 | New |
| United Capital Financial Advisers, LLC | 7,373 | $265.4K | 0.00% | +2,145+41.0% | Added |
| Peregrine Asset Advisers, Inc. | 7,450 | $268.2K | 0.08% | −1,827−19.7% | Reduced |
| Voleon Capital Management LP | 7,494 | $269.8K | 0.01% | −2,925−28.1% | Reduced |
| NorthRock Partners, LLC | 7,500 | $270.0K | 0.00% | +7,500 | New |
| James J. Burns & Company, LLC | 7,530 | $271.1K | 0.04% | +7,530 | New |
| Empowered Funds, LLC | 7,538 | $271.4K | 0.00% | −1,740−18.8% | Reduced |
| Quantinno Capital Management LP | 7,647 | $275.3K | 0.00% | +7,647 | New |
| Cadent Capital Advisors, LLC | 7,650 | $275.4K | 0.07% | −22,313−74.5% | Reduced |
| Balyasny Asset Management LLC | 7,667 | $276.0K | 0.00% | −63,062−89.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,700 | $277.2K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,727 | $278.2K | 0.00% | +7,727 | New |
| Brookstone Capital Management | 7,799 | $280.8K | 0.00% | −3,150−28.8% | Reduced |
| Dark Forest Capital Management LP | 7,807 | $281.1K | 0.01% | +7,807 | New |
| Concorde Asset Management, LLC | 7,350 | $284.2K | 0.12% | +7,350 | New |
| Davenport & Co LLC | 7,910 | $284.8K | 0.00% | +7,910 | New |
| Insigneo Advisory Services, LLC | 7,949 | $286.2K | 0.02% | +7,949 | New |
| Mackenzie Financial Corp | 7,984 | $287.4K | 0.00% | +7,984 | New |
| Spire Wealth Management | 7,986 | $287.5K | 0.01% | +3,413+74.6% | Added |
| West Tower Group, LLC | 8,000 | $288.0K | 0.83% | +8,000 | New |
| Stonegate Investment Group, LLC | 8,125 | $292.5K | 0.01% | +2,125+35.4% | Added |
| Fortitude Family Office, LLC | 8,167 | $294.0K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,221 | $296.0K | 0.01% | +1,484+22.0% | Added |
| Sheets Smith Wealth Management | 8,223 | $296.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 8,240 | $296.6K | 0.04% | 00.0% | Unchanged |