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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 2025

Institutional positions in Nuscale Power Corp as of Dec 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
462
−2 vs. Q3 2025
Shares held
130.2M
+33.4M (+34.5%) vs. Q3 2025
Total value
$1.85B
−$1.64B (−47.0%) vs. Q3 2025
New holders
120
170 more added
Sold out
122
123 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 462 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 2025: $1.85B
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 2025

Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q3 2025.

Institutions holding SMR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC4$570.00%+4New
Lodestone Wealth Management LLC10$1420.00%+10New
IMG Wealth Management, Inc.10$1420.00%+10New
Essential Investment Partners LLC13$1840.00%+13New
Global Trust Asset Management, LLC15$2130.00%−4,411−99.7%Reduced
Keating Financial Advisory Services, Inc.15$2130.00%+15New
Brown Brothers Harriman & Co16$2270.00%+16New
ORG Partners LLC20$2830.00%−510−96.2%Reduced
Duncker Streett & Co Inc24$3400.00%+3+14.3%Added
CVA Family Office, LLC24$3400.00%+3+14.3%Added
Root Financial Partners, LLC26$3680.00%00.0%Unchanged
GHP Investment Advisors, Inc.27$3840.00%00.0%Unchanged
LRI Investments, LLC29$4110.00%+29New
UMA Financial Services, Inc.31$4400.00%+31New
Center for Financial Planning, Inc.35$4960.00%00.0%Unchanged
Quadrant Capital Group LLC36$5110.00%+36New
Farmers & Merchants Investments Inc38$5380.00%00.0%Unchanged
POM Investment Strategies, LLC45$6380.00%+45New
Armstrong Advisory Group, Inc48$6810.00%−446−90.3%Reduced
Tidemark, LLC49$6940.00%00.0%Unchanged
Entrust Financial LLC50$7090.00%+50New
Aspect Partners, LLC52$7370.00%00.0%Unchanged
Quarry LP57$8080.00%−14−19.7%Reduced
Tradewinds Capital Management, LLC60$8510.00%+2+3.4%Added
Scarborough Advisors, LLC63$8930.00%00.0%Unchanged
Purpose Unlimited Inc.65$9210.00%+65New
Investors Research Corp70$9920.00%00.0%Unchanged
Laurel Wealth Advisors LLC70$9920.00%+70New
Bessemer Group Inc104$1.00K0.00%00.0%Unchanged
Hilltop National Bank75$1.06K0.00%00.0%Unchanged
Massmutual Trust Co FSB82$1.16K0.00%+82New
Gen-Wealth Partners Inc83$1.18K0.00%+68+453.3%Added
Strategic Investment Solutions, Inc.100$1.42K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC100$1.42K0.00%+100New
Ankerstar Wealth, LLC100$1.42K0.00%+100New
Garton & Associates Financial Advisors LLC100$1.42K0.00%+100New
TD Capital Management LLC103$1.46K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC1,783$1.53K0.00%+1,675+1,550.9%Added
Assetmark, Inc119$1.69K0.00%+44+58.7%Added
SWAN Capital LLC135$1.91K0.00%+100+285.7%Added
Avion Wealth184$2.00K0.00%−30−14.0%Reduced
MCF Advisors LLC145$2.06K0.00%+105+262.5%Added
Thurston, Springer, Miller, Herd & Titak, Inc.150$2.13K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC150$2.13K0.00%00.0%Unchanged
Hurley Capital, LLC151$2.14K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC154$2.18K0.00%+154New
Orion Capital Management LLC179$2.54K0.00%+13+7.8%Added
Accordant Advisory Group Inc180$2.55K0.00%+100+125.0%Added
First Horizon Corp189$2.68K0.00%+97+105.4%Added
Caitlin John, LLC123$2.76K0.00%+103+515.0%Added
Westside Investment Management, Inc.200$2.83K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC200$2.83K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC200$2.83K0.00%+200New
Basepoint Wealth LLC200$2.83K0.00%+200New
Estate Planners Group, LLC200$2.83K0.00%+200New
Vision Financial Markets LLC206$2.92K0.00%00.0%Unchanged
Hollencrest Capital Management208$2.95K0.00%+199+2,211.1%Added
MTM Investment Management, LLC215$3.05K0.00%00.0%Unchanged
Adkins Seale Capital Management LLC225$3.19K0.00%+225New
PFS Partners, LLC227$3.22K0.00%00.0%Unchanged
Anchor Investment Management, LLC235$3.33K0.00%00.0%Unchanged
Sunbelt Securities, Inc.240$3.40K0.00%+200+500.0%Added
Plante Moran Financial Advisors, LLC250$3.54K0.00%00.0%Unchanged
Quattro Advisors LLC250$3.54K0.00%+250New
Pacific Center for Financial Services100$3.60K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd272$3.85K0.01%00.0%Unchanged
Covestor Ltd257$4.00K0.00%00.0%Unchanged
HM Payson & Co283$4.01K0.00%−1,802−86.4%Reduced
Financial Consulate, Inc300$4.25K0.00%−10−3.2%Reduced
Concord Wealth Partners326$4.62K0.00%00.0%Unchanged
South State Corp.331$4.69K0.00%−1,969−85.6%Reduced
Bogart Wealth, LLC332$4.70K0.00%−238−41.8%Reduced
Clearstead Advisors, LLC350$4.96K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.355$5.03K0.00%+221+164.9%Added
Contravisory Investment Management, Inc.363$5.14K0.00%00.0%Unchanged
Larson Financial Group LLC383$5.43K0.00%−106−21.7%Reduced
Vermillion Wealth Management, Inc.398$5.64K0.00%+398New
JNBA Financial Advisors400$5.67K0.00%00.0%Unchanged
Front Row Advisors LLC400$5.67K0.00%00.0%Unchanged
Webster Bank, N. A.400$5.67K0.00%+400New
HHM Wealth Advisors, LLC417$5.91K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co419$5.94K0.00%−2,870−87.3%Reduced
Strive Financial Group ,LLC425$6.02K0.00%+425New
Meramec Financial Planners, LLC359$6.29K0.00%+359New
MAI Capital Management448$6.35K0.00%−1,206−72.9%Reduced
CX Institutional500$7.00K0.00%−200−28.6%Reduced
Fairscale Capital, LLC500$7.08K0.00%+500New
GoalVest Advisory LLC503$7.13K0.00%00.0%Unchanged
SHP Wealth Management511$7.24K0.00%+511New
Parkside Financial Bank & Trust514$7.28K0.00%+243+89.7%Added
Financial Management Professionals, Inc.524$7.42K0.00%−2,695−83.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC549$7.78K0.00%+145+35.9%Added
Key Financial Inc550$7.79K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.625$8.86K0.00%+625New
Evermay Wealth Management LLC700$9.92K0.00%00.0%Unchanged
Triumph Capital Management740$10.5K0.00%+740New
Solstein Capital, LLC750$10.6K0.00%+750New
McGuire Capital Advisors Inc766$10.9K0.01%+766New
GAMMA Investing LLC775$11.0K0.00%−65−7.7%Reduced
Bear Mountain Capital, Inc.600$11.3K0.00%+300+100.0%Added