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Energy Fuels Inc

UUUU
Exchange
NYSE
Industry
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
SEC CIK
0001385849

In the last 90 days, Energy Fuels Inc insiders filed 2 open-market purchases and 0 sales; 349 institutions reported holding it in 13F filings for Q2 2026, worth $2.63B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Energy Fuels Inc as of Mar 31, 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
338
+23 vs. Q4 2025
Shares held
166.6M
+35.3M (+26.9%) vs. Q4 2025
Total value
$3.04B
+$1.13B (+59.0%) vs. Q4 2025
New holders
79
127 more added
Sold out
56
80 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UUUU 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 2026: 338 institutions
Q1 2021: 141 institutionsQ2 2021: 147 institutionsQ3 2021: 156 institutionsQ4 2021: 160 institutionsQ1 2022: 167 institutionsQ2 2022: 162 institutionsQ3 2022: 157 institutionsQ4 2022: 167 institutionsQ1 2023: 166 institutionsQ2 2023: 156 institutionsQ3 2023: 169 institutionsQ4 2023: 188 institutionsQ1 2024: 184 institutionsQ2 2024: 178 institutionsQ3 2024: 200 institutionsQ4 2024: 227 institutionsQ1 2025: 235 institutionsQ2 2025: 242 institutionsQ3 2025: 306 institutionsQ4 2025: 320 institutionsQ1 2026: 338 institutionsQ2 2026: 349 institutions
Value heldQ1 2026: $3.04B
Q1 2021: $196.1MQ2 2021: $230.7MQ3 2021: $329.6MQ4 2021: $399.5MQ1 2022: $498.7MQ2 2022: $273.7MQ3 2022: $367.8MQ4 2022: $382.6MQ1 2023: $357.8MQ2 2023: $403.4MQ3 2023: $578.2MQ4 2023: $540.4MQ1 2024: $471.9MQ2 2024: $501.9MQ3 2024: $485.4MQ4 2024: $489.1MQ1 2025: $413.6MQ2 2025: $724.7MQ3 2025: $2.24BQ4 2025: $2.13BQ1 2026: $3.04BQ2 2026: $2.63B
Institutions holding UUUU and their total value by quarter
QuarterHoldersValue
Q2 2026349$2.63B
Q1 2026338$3.04B
Q4 2025320$2.13B
Q3 2025306$2.24B
Q2 2025242$724.7M
Q1 2025235$413.6M
Q4 2024227$489.1M
Q3 2024200$485.4M
Q2 2024178$501.9M
Q1 2024184$471.9M
Q4 2023188$540.4M
Q3 2023169$578.2M
Q2 2023156$403.4M
Q1 2023166$357.8M
Q4 2022167$382.6M
Q3 2022157$367.8M
Q2 2022162$273.7M
Q1 2022167$498.7M
Q4 2021160$399.5M
Q3 2021156$329.6M
Q2 2021147$230.7M
Q1 2021141$196.1M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Energy Fuels Inc; share changes are against Q4 2025.

Institutions holding UUUU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The789,638$14.4M0.01%+3,732+0.5%Added
Colony Group, LLC795,779$14.5M0.02%−532,149−40.1%Reduced
Bank of Montreal833,907$15.3M0.01%+59,104+7.6%Added
Royal Bank of Canada874,126$16.0M0.00%+329,758+60.6%Added
Robertson Stephens Wealth Management, LLC942,600$17.2M0.48%−735,636−43.8%Reduced
SG Americas Securities, LLC1,010,166$18.4M0.02%+270,811+36.6%Added
Summit Financial, LLC1,032,515$18.8M0.24%+8,087+0.8%Added
TD Asset Management Inc1,037,198$19.0M0.02%−696,140−40.2%Reduced
Citigroup Inc1,076,422$19.7M0.01%+423,513+64.9%Added
Franklin Resources Inc1,127,111$20.6M0.01%+231,805+25.9%Added
Driehaus Capital Management LLC1,140,958$20.8M0.15%−175,515−13.3%Reduced
UBS Group AG1,162,601$21.2M0.00%−284,778−19.7%Reduced
Susquehanna International Group, LLP1,234,947$22.5M0.03%−25,790−2.0%Reduced
Marex Group plc1,236,636$22.6M0.23%+1,236,636New
Northern Trust Corp1,266,592$23.1M0.00%+573,541+82.8%Added
Vident Advisory, LLC1,394,926$25.5M0.22%+88,638+6.8%Added
BNP Paribas Arbitrage, SA1,414,552$25.8M0.02%−203,321−12.6%Reduced
Goehring & Rozencwajg Associates, LLC1,484,902$27.1M1.46%+255,494+20.8%Added
Connor, Clark & Lunn Investment Management Ltd.1,634,886$30.0M0.07%−455,238−21.8%Reduced
Man Group plc1,783,110$32.5M0.07%+844,311+89.9%Added
Barclays PLC1,979,106$36.1M0.01%+365,586+22.7%Added
Bank of America Corp1,983,914$36.2M0.00%−2,193,710−52.5%Reduced
Two Sigma Investments, LP2,023,345$36.9M0.03%+1,145,270+130.4%Added
Vanguard Fiduciary Trust Co2,358,430$43.2M0.01%+2,358,430New
D. E. Shaw & Co., Inc.2,388,228$43.6M0.03%−42,699−1.8%Reduced
Goldman Sachs Group Inc2,548,028$46.5M0.01%+1,331,211+109.4%Added
Capital Research Global Investors3,072,005$56.1M0.01%+3,072,005New
Geode Capital Management, LLC3,168,642$58.8M0.00%+169,841+5.7%Added
State Street Corp3,830,621$69.9M0.00%+142,224+3.9%Added
Price T Rowe Associates Inc5,610,361$102.4M0.01%−993,988−15.1%Reduced
Ameriprise Financial Inc5,743,677$104.8M0.02%+1,446,245+33.7%Added
Vanguard Portfolio Management LLC5,748,065$104.9M0.01%+5,748,065New
Morgan Stanley6,271,669$114.5M0.01%+2,318,975+58.7%Added
Alps Advisors Inc8,299,826$151.5M0.71%−81,200−1.0%Reduced
BlackRock, Inc.14,397,960$262.8M0.00%+315,655+2.2%Added
Vanguard Capital Management LLC14,468,942$264.6M0.01%+14,468,942New
Van Eck Associates Corp15,582,553$284.4M0.21%+3,473,859+28.7%Added
Mirae Asset Global ETFs Holdings Ltd.16,868,058$308.3M0.42%+3,099,164+22.5%Added
Tudor Investment Corp Et Al0$00.00%−764,523−100.0%Sold out
MMCAP International Inc. SPC0$00.00%−357,225−100.0%Sold out
Bridgewater Associates, LP0$00.00%−341,533−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−324,478−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−275,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−243,111−100.0%Sold out
Millennium Management LLC0$00.00%−223,256−100.0%Sold out
Matauro, LLC0$00.00%−153,658−100.0%Sold out
Intact Investment Management Inc.0$00.00%−147,400−100.0%Sold out
Dayah Capital LLC0$00.00%−140,000−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−138,944−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−103,920−100.0%Sold out
Susquehanna Advisors Group, Inc.0$00.00%−101,900−100.0%Sold out
Exor Capital LLP0$00.00%−96,900−100.0%Sold out
Verition Fund Management LLC0$00.00%−85,326−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−75,000−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−72,980−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−67,699−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−65,900−100.0%Sold out
Virtu Financial LLC0$00.00%−63,965−100.0%Sold out
CI Private Wealth, LLC0$00.00%−48,122−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−40,913−100.0%Sold out
Jain Global LLC0$00.00%−37,306−100.0%Sold out
Engineers Gate Manager LP0$00.00%−36,901−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−34,764−100.0%Sold out
IMC-Chicago, LLC0$00.00%−34,689−100.0%Sold out
Marshall Wace, LLP0$00.00%−32,969−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−29,327−100.0%Sold out
Havemeyer Place LP0$00.00%−29,145−100.0%Sold out
Scientech Research LLC0$00.00%−28,415−100.0%Sold out
Versor Investments LP0$00.00%−24,100−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−21,515−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−17,500−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−15,000−100.0%Sold out
Bailard, Inc.0$00.00%−14,309−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−13,020−100.0%Sold out
Independent Advisor Alliance0$00.00%−12,480−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−11,350−100.0%Sold out
Joel Isaacson & Co., LLC0$00.00%−11,321−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−11,066−100.0%Sold out
Ballentine Partners, LLC0$00.00%−10,793−100.0%Sold out
Tobam0$00.00%−6,168−100.0%Sold out
Amalgamated Bank0$00.00%−7,180−100.0%Sold out
Wexford Capital LP0$00.00%−5,766−100.0%Sold out
Pinpoint Asset Management (Singapore) Pte. Ltd.0$00.00%−2,599−100.0%Sold out
State of Wyoming0$00.00%−2,361−100.0%Sold out
Natixis0$00.00%−2,147−100.0%Sold out
Tucker Asset Management LLC0$00.00%−1,240−100.0%Sold out
Concord Wealth Partners0$00.00%−1,150−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−470−100.0%Sold out
RHL Group, LLC0$00.00%−263−100.0%Sold out
Luminist Capital LLC0$00.00%−202−100.0%Sold out
Optiver Holding B.V.0$00.00%−200−100.0%Sold out
CX Institutional0$00.00%−61−100.0%Sold out
Optima Capital LLC0$00.00%−59−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−45−100.0%Sold out
Vanguard Group Inc––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
CIBC World Markets Corp––––Not filed
ORG Partners LLC––––Not filed
Global Retirement Partners, LLC––––Not filed