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 5 sales; 523 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuscale Power Corp as of Jun 30, 2026. 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
- 523
- +32 vs. Q1 2026
- Shares held
- 224.8M
- +57.3M (+34.2%) vs. Q1 2026
- Total value
- $2.25B
- +$439.5M (+24.2%) vs. Q1 2026
- New holders
- 103
- 239 more added
- Sold out
- 71
- 97 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuscale Power Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 3 | $30 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 4 | $40 | 0.00% | +4 | New |
| Whittier Trust Co of Nevada Inc | 10 | $90 | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $110 | 0.00% | +11 | New |
| Leo H. Evart, Inc. | 12 | $120 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 12 | $120 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 13 | $130 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $140 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $160 | 0.00% | +16 | New |
| Caitlin John, LLC | 19 | $191 | 0.00% | −801−97.7% | Reduced |
| Hollencrest Capital Management | 19 | $191 | 0.00% | −89−82.4% | Reduced |
| RMG Wealth Management LLC | 20 | $192 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 20 | $201 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 24 | $241 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 27 | $272 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 35 | $352 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 37 | $371 | 0.00% | −160−81.2% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $381 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 48 | $481 | 0.00% | +36+300.0% | Added |
| Marquette Asset Management, LLC | 49 | $492 | 0.00% | +49 | New |
| Entrust Financial LLC | 50 | $502 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 51 | $512 | 0.00% | +51 | New |
| Redwood Park Advisors LLC | 54 | $542 | 0.00% | +54 | New |
| SWAN Capital LLC | 55 | $552 | 0.00% | −80−59.3% | Reduced |
| SJS Investment Consulting Inc. | 57 | $572 | 0.00% | +57 | New |
| Tradewinds Capital Management, LLC | 60 | $602 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 62 | $622 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 63 | $632 | 0.00% | −20−24.1% | Reduced |
| Investors Research Corp | 70 | $702 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 72 | $722 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $752 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 114 | $1.00K | 0.00% | −116−50.4% | Reduced |
| Avion Wealth | 184 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $1.15K | 0.00% | +80+228.6% | Added |
| Atlantic Union Bankshares Corp | 150 | $1.50K | 0.00% | −2,157−93.5% | Reduced |
| Cedar Mountain Advisors, LLC | 150 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 151 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 154 | $1.54K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 172 | $1.73K | 0.00% | +64+59.3% | Added |
| Tripletail Wealth Management, LLC | 200 | $1.95K | 0.00% | −850−81.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 197 | $1.98K | 0.00% | +197 | New |
| Gill Capital Partners, LLC | 199 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $2.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $2.01K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 200 | $2.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $2.01K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $2.01K | 0.00% | +140+233.3% | Added |
| Massmutual Trust Co FSB | 200 | $2.01K | 0.00% | +200 | New |
| Allianz SE | 200 | $2.01K | 0.00% | +200 | New |
| Harbor Investment Advisory, LLC | 200 | $2.01K | 0.00% | +200 | New |
| Vision Financial Markets LLC | 206 | $2.09K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 215 | $2.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 216 | $2.17K | 0.00% | +91+72.8% | Added |
| MCF Advisors LLC | 220 | $2.21K | 0.00% | +75+51.7% | Added |
| Adkins Seale Capital Management LLC | 225 | $2.26K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 231 | $2.32K | 0.00% | −50−17.8% | Reduced |
| Anchor Investment Management, LLC | 235 | $2.36K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 241 | $2.42K | 0.00% | +100+70.9% | Added |
| Buck Wealth Strategies, LLC | 250 | $2.51K | 0.00% | +250 | New |
| South State Corp. | 300 | $3.01K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $3.01K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 359 | $3.07K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 316 | $3.17K | 0.00% | +316 | New |
| Clearstead Advisors, LLC | 362 | $3.63K | 0.00% | +12+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 380 | $3.81K | 0.00% | +370+3,700.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 397 | $3.98K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 400 | $4.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 400 | $4.01K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 417 | $4.18K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 425 | $4.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 435 | $4.36K | 0.00% | +435 | New |
| Peterson Wealth Management | 450 | $4.51K | 0.00% | +450 | New |
| Wolff Wiese Magana LLC | 475 | $4.76K | 0.00% | −25−5.0% | Reduced |
| Los Angeles Capital Management LLC | 494 | $4.96K | 0.00% | −21,013−97.7% | Reduced |
| FNY Investment Advisers, LLC | 500 | $5.00K | 0.00% | +500 | New |
| Kentucky Trust Co | 500 | $5.01K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $5.01K | 0.00% | +500 | New |
| GoalVest Advisory LLC | 503 | $5.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 514 | $5.16K | 0.00% | −50−8.9% | Reduced |
| Key Financial Inc | 550 | $5.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 577 | $5.79K | 0.00% | +277+92.3% | Added |
| Bear Mountain Capital, Inc. | 700 | $6.02K | 0.00% | +100+16.7% | Added |
| Silver Grove Financial Group, Inc. | 649 | $6.51K | 0.00% | +299+85.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 682 | $6.84K | 0.00% | +48+7.6% | Added |
| McGuire Capital Advisors Inc | 686 | $6.88K | 0.00% | −80−10.4% | Reduced |
| Continuum Advisory, LLC | 690 | $6.92K | 0.00% | +690 | New |
| Allied Private Wealth LLC | 800 | $7.01K | 0.00% | +800 | New |
| Evermay Wealth Management LLC | 700 | $7.02K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $7.02K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 750 | $7.52K | 0.00% | −916−55.0% | Reduced |
| Solstein Capital, LLC | 750 | $7.52K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 754 | $7.56K | 0.00% | +729+2,916.0% | Added |
| HM Payson & Co | 778 | $7.80K | 0.00% | +500+179.9% | Added |
| Covestor Ltd | 764 | $8.00K | 0.00% | +395+107.0% | Added |
| Quarry LP | 814 | $8.16K | 0.00% | +784+2,613.3% | Added |
| Hager Investment Management Services, LLC | 819 | $8.21K | 0.00% | −3,609−81.5% | Reduced |
| 1620 Investment Advisors, Inc. | 850 | $8.53K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 911 | $9.14K | 0.00% | 00.0% | Unchanged |