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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 7,063 | $254.3K | 0.01% | +7,063 | New |
| Patten Group, Inc. | 6,931 | $249.5K | 0.05% | +6,931 | New |
| Accel Wealth Management | 6,877 | $247.6K | 0.07% | +1,075+18.5% | Added |
| TCFG Wealth Management, LLC | 6,836 | $246.1K | 0.10% | −7,049−50.8% | Reduced |
| Wetherby Asset Management Inc | 6,813 | $245.3K | 0.01% | +37+0.5% | Added |
| McGuire Investment Group, LLC | 6,664 | $239.9K | 0.03% | +6,664 | New |
| Blair William & Co | 6,378 | $229.6K | 0.00% | +6,378 | New |
| HBK Sorce Advisory LLC | 4,286 | $229.0K | 0.01% | +4,286 | New |
| Zullo Investment Group, Inc. | 6,350 | $228.6K | 0.08% | +145+2.3% | Added |
| Bridgewealth Advisory Group, LLC | 6,347 | $228.5K | 0.05% | +6,347 | New |
| R Squared Ltd | 6,275 | $225.9K | 0.10% | −2,629−29.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,198 | $223.1K | 0.01% | +6,198 | New |
| LaSalle St. Investment Advisors, LLC | 6,220 | $223.0K | 0.04% | +50+0.8% | Added |
| Savvy Advisors, Inc. | 6,151 | $221.4K | 0.01% | +6,151 | New |
| Pasadena Private Wealth, LLC | 6,147 | $221.3K | 0.03% | +287+4.9% | Added |
| Onyx Bridge Wealth Group LLC | 6,115 | $220.1K | 0.02% | +700+12.9% | Added |
| Warren Averett Asset Management, LLC | 6,083 | $219.0K | 0.00% | +6,083 | New |
| Integrity Alliance, LLC. | 6,072 | $218.6K | 0.01% | −8,542−58.5% | Reduced |
| Strategic Blueprint, LLC | 5,993 | $215.7K | 0.01% | +5,993 | New |
| Meridian Wealth Management, LLC | 5,889 | $212.0K | 0.01% | +46+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 5,750 | $207.0K | 0.00% | −7,200−55.6% | Reduced |
| Geneos Wealth Management Inc. | 5,690 | $204.8K | 0.01% | +1,570+38.1% | Added |
| Wedbush Securities Inc | 5,675 | $204.0K | 0.01% | −43,352−88.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,584 | $201.0K | 0.00% | −220−3.8% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $180.0K | 0.30% | +5,000 | New |
| Spirit of America Management Corp | 4,500 | $162.0K | 0.03% | +4,500 | New |
| Jefferies Financial Group Inc. | 4,465 | $160.7K | 0.00% | +4,465 | New |
| Global Trust Asset Management, LLC | 4,426 | $159.3K | 0.07% | +4,426 | New |
| Natixis | 4,354 | $156.7K | 0.00% | −627−12.6% | Reduced |
| Union Bancaire Privee, UBP SA | 4,634 | $153.5K | 0.00% | +22+0.5% | Added |
| Leonteq Securities AG | 4,154 | $149.5K | 0.01% | +4,119+11,768.6% | Added |
| Amalgamated Bank | 4,108 | $148.0K | 0.00% | +991+31.8% | Added |
| TFC Financial Management | 4,076 | $146.7K | 0.02% | −169−4.0% | Reduced |
| IFP Advisors, Inc | 3,984 | $143.4K | 0.00% | +2,239+128.3% | Added |
| Stone House Investment Management, LLC | 3,612 | $130.0K | 0.02% | +62+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,289 | $118.4K | 0.00% | +1,384+72.7% | Added |
| Financial Management Professionals, Inc. | 3,219 | $115.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,181 | $115.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,999 | $108.0K | 0.00% | −4,486−59.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,967 | $106.8K | 0.00% | +44+1.5% | Added |
| Nisa Investment Advisors, LLC | 2,955 | $106.4K | 0.00% | +26+0.9% | Added |
| Anfield Capital Management, LLC | 2,569 | $92.5K | 0.03% | −2,000−43.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,452 | $88.3K | 0.01% | −150−5.8% | Reduced |
| South State Corp. | 2,300 | $82.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,250 | $81.0K | 0.00% | +1,820+423.3% | Added |
| Golden State Wealth Management, LLC | 2,125 | $76.5K | 0.01% | +1,775+507.1% | Added |
| Parallax Volatility Advisers, L.P. | 2,100 | $75.6K | 0.00% | +55+2.7% | Added |
| HM Payson & Co | 2,085 | $75.1K | 0.00% | +1,117+115.4% | Added |
| Albion Financial Group | 2,045 | $73.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,010 | $72.4K | 0.00% | −225−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,906 | $68.6K | 0.00% | +681+55.6% | Added |
| TD Waterhouse Canada Inc. | 1,850 | $67.8K | 0.00% | −791−30.0% | Reduced |
| Toth Financial Advisory Corp | 1,875 | $67.5K | 0.01% | +165+9.6% | Added |
| Harbour Investments, Inc. | 1,827 | $65.8K | 0.00% | +671+58.0% | Added |
| First Command Advisory Services, Inc. | 1,791 | $64.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,776 | $63.9K | 0.00% | +1,775+177,500.0% | Added |
| EverSource Wealth Advisors, LLC | 1,746 | $62.9K | 0.00% | +52+3.1% | Added |
| MAI Capital Management | 1,654 | $59.5K | 0.00% | +447+37.0% | Added |
| Kerr Financial Planning Corp | 2,600 | $56.2K | 0.08% | +2,600 | New |
| Delos Wealth Advisors, LLC | 1,550 | $55.8K | 0.04% | +250+19.2% | Added |
| Delta Accumulation, LLC | 4,800 | $55.6K | 0.31% | +4,800 | New |
| Innovative Advisory Group, LLC | 1,500 | $54.0K | 0.04% | +1,500 | New |
| Huntington National Bank | 1,496 | $53.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,450 | $52.2K | 0.00% | −100−6.5% | Reduced |
| Old Second National Bank of Aurora | 1,400 | $50.4K | 0.01% | +1,000+250.0% | Added |
| AdvisorNet Financial, Inc | 1,375 | $49.5K | 0.00% | +1,345+4,483.3% | Added |
| Operose Advisors LLC | 1,353 | $48.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,170 | $42.1K | 0.00% | +173+17.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,150 | $41.4K | 0.00% | +1,150 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,147 | $41.0K | 0.00% | +23+2.0% | Added |
| Salem Investment Counselors Inc | 1,119 | $40.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 1,025 | $36.9K | 0.00% | −100−8.9% | Reduced |
| Caz Investments LP | 1,000 | $36.0K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 950 | $34.2K | 0.01% | +950 | New |
| Ritter Daniher Financial Advisory LLC | 916 | $33.0K | 0.01% | −224−19.6% | Reduced |
| 1620 Investment Advisors, Inc. | 850 | $30.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 840 | $30.2K | 0.00% | +128+18.0% | Added |
| Evermay Wealth Management LLC | 700 | $25.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 700 | $25.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 700 | $25.2K | 0.00% | +700 | New |
| Strategic Advocates LLC | 697 | $25.1K | 0.01% | +697 | New |
| CX Institutional | 700 | $25.0K | 0.00% | +700 | New |
| Adirondack Trust Co | 680 | $24.5K | 0.01% | +680 | New |
| Smallwood Wealth Investment Management, LLC | 600 | $21.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 598 | $21.5K | 0.00% | +48+8.7% | Added |
| Bogart Wealth, LLC | 570 | $20.5K | 0.00% | +100+21.3% | Added |
| Creative Financial Designs Inc | 560 | $20.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 550 | $20.1K | 0.00% | +550 | New |
| ORG Partners LLC | 530 | $19.1K | 0.00% | +105+24.7% | Added |
| GoalVest Advisory LLC | 503 | $18.1K | 0.00% | +160+46.6% | Added |
| Future Financial Wealth Managment LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 494 | $17.8K | 0.00% | +494 | New |
| Larson Financial Group LLC | 489 | $17.6K | 0.00% | +4+0.8% | Added |
| HHM Wealth Advisors, LLC | 417 | $15.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 404 | $14.5K | 0.00% | +14+3.6% | Added |
| JNBA Financial Advisors | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 400 | $14.4K | 0.00% | +400 | New |