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NuScale Power (SMR) Institutional Ownership

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$38.18 -1.03 (-2.63%)
Closing price 10/8/2025 03:59 PM Eastern
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$38.75 +0.57 (+1.49%)
As of 10/8/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for NuScale Power (NYSE:SMR)

Current
Institutional Ownership
Percentage
78.37%
Number of
Institutional Buyers
(last 12 months)
289
Total
Institutional Inflows
(last 12 months)
$594.28M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$285.08M
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SMR Institutional Buying and Selling by Quarter

NuScale Power Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025FCG Investment Co13,656$492K0.2%N/A0.005%
10/8/2025Accel Wealth Management6,877$248K0.1%+18.5%0.002%
10/7/2025 Acropolis Investment Management LLC8,500$336K0.0%+61.0%0.003%
10/6/2025 AssuredPartners Investment Advisors LLC12,528$451K0.1%N/A0.004%
9/4/2025Osaic Holdings Inc.164,265$6.50M0.0%-11.0%0.058%
8/29/2025Infini Capital Management Ltd25,000$989K0.7%N/A0.009%
8/27/2025Orion Porfolio Solutions LLC32,663$1.29M0.0%+9.4%0.011%
8/19/2025Newbridge Financial Services Group Inc.13,255$524K0.1%-3.6%0.005%
8/19/2025Marex Group plc18,121$717K0.0%N/A0.006%
8/19/2025MRP Capital Investments LLC65,775$2.60M1.8%-5.6%0.023%
8/19/2025Advisory Services Network LLC10,596$419K0.0%-83.3%0.004%
8/19/2025Delos Wealth Advisors LLC1,300$51K0.0%N/A0.000%
8/16/2025FORA Capital LLC140,275$5.55M0.6%N/A0.049%
8/16/2025Headlands Technologies LLC136,444$5.40M0.6%-31.3%0.048%
8/15/2025Tower Research Capital LLC TRC 15,244$603K0.0%-38.7%0.005%
8/15/2025Caz Investments LP1,000$40K0.2%-83.3%0.000%
8/15/2025Rakuten Securities Inc.22,462$889K0.3%+119.9%0.008%
8/15/2025Florida Financial Advisors LLC11,176$442K0.1%-27.5%0.004%
8/15/2025Captrust Financial Advisors16,838$666K0.0%+42.7%0.006%
8/15/2025Monimus Capital Management LP1,810$72K0.1%N/A0.001%
8/15/2025Voleon Capital Management LP10,419$412K0.0%-80.1%0.004%
8/15/2025Snowden Capital Advisors LLC18,511$732K0.0%+46.9%0.007%
8/15/2025Oxford Asset Management LLP8,305$329K0.1%N/A0.003%
8/15/2025Orion Porfolio Solutions LLC32,663$1.29M0.0%+9.4%0.011%
8/15/2025MML Investors Services LLC37,705$1.49M0.0%-25.5%0.013%
8/15/2025Man Group plc856,337$33.88M0.1%N/A0.301%
8/15/2025EVR Research LP90,000$3.56M1.5%-35.7%0.032%
8/15/2025Engineers Gate Manager LP26,229$1.04M0.0%-82.4%0.009%
8/15/2025BNP Paribas Financial Markets358,742$14.19M0.0%-20.9%0.126%
8/15/2025Brevan Howard Capital Management LP75,181$2.97M0.0%N/A0.026%
8/15/2025Balyasny Asset Management L.P.70,729$2.80M0.0%N/A0.025%
8/15/2025Bank of America Corp DE2,333,248$92.30M0.0%+80.9%0.820%
8/15/2025Ameriprise Financial Inc.42,064$1.66M0.0%-21.7%0.015%
8/14/2025Ausdal Financial Partners Inc.8,948$354K0.0%N/A0.003%
8/14/2025California State Teachers Retirement System107,881$4.27M0.0%+1.6%0.038%
8/14/2025Raymond James Financial Inc.360,564$14.26M0.0%+113.4%0.127%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,964,165$235.94M0.5%-12.8%2.097%
8/14/2025The Manufacturers Life Insurance Company 108,902$4.31M0.0%+17.9%0.038%
8/14/2025Sei Investments Co.24,345$963K0.0%N/A0.009%
8/14/2025NewEdge Advisors LLC45,087$1.78M0.0%+12.9%0.016%
8/14/2025Qube Research & Technologies Ltd513,673$20.32M0.0%+55.7%0.181%
8/14/2025State Street Corp2,736,187$108.24M0.0%+37.5%0.962%
8/14/2025Federated Hermes Inc.4,111$163K0.0%+344.4%0.001%
8/13/2025Jump Financial LLC73,308$2.90M0.0%-32.4%0.026%
8/13/2025Per Stirling Capital Management LLC.6,160$244K0.0%-53.4%0.002%
8/13/2025Bosun Asset Management LLC73,385$2.90M0.9%-20.2%0.026%
8/13/2025Flow Traders U.S. LLC5,973$236K0.0%N/A0.002%
8/13/2025Capital Advisors Wealth Management LLC8,240$326K0.1%N/A0.003%
8/13/2025Marshall Wace LLP332,509$13.15M0.0%N/A0.117%
8/13/2025Baird Financial Group Inc.290,529$11.49M0.0%-29.7%0.102%
8/13/2025First Trust Advisors LP248,313$9.82M0.0%+944.8%0.087%
8/13/2025EverSource Wealth Advisors LLC1,694$67K0.0%+187.6%0.001%
8/13/2025Invesco Ltd.321,669$12.73M0.0%+335.2%0.113%
8/13/2025Trek Financial LLC60,892$2.41M0.2%N/A0.021%
8/13/20251832 Asset Management L.P.163,200$6.46M0.0%N/A0.057%
8/13/2025JT Stratford LLC54,812$2.17M0.3%-22.3%0.019%
8/13/2025PharVision Advisers LLC5,215$206K0.3%N/A0.002%
8/13/2025Blueshift Asset Management LLC15,156$600K0.2%N/A0.005%
8/13/2025New York State Common Retirement Fund40,172$1.59M0.0%+66.2%0.014%
8/13/2025Portland Investment Counsel Inc.45,000$1.72M0.5%+12.5%0.016%
8/13/2025Hsbc Holdings PLC33,281$1.32M0.0%+217.3%0.012%
8/13/2025Northwestern Mutual Wealth Management Co.1,905$75K0.0%-16.0%0.001%
8/13/2025State Board of Administration of Florida Retirement System27,425$1.09M0.0%+52.4%0.010%
8/13/2025Lauer Wealth LLC8,107$310K0.3%-23.7%0.003%
8/13/2025Russell Investments Group Ltd.6,088$241K0.0%+263.0%0.002%
8/12/2025Inceptionr LLC6,582$260K0.1%N/A0.002%
8/12/2025Financial Advocates Investment Management25,029$990K0.1%-9.3%0.009%
8/12/2025Steward Partners Investment Advisory LLC20,430$808K0.0%+57.2%0.007%
8/12/2025Horizon Kinetics Asset Management LLC12,950$512K0.0%-4.4%0.005%
8/12/2025Ameritas Investment Partners Inc.12,946$512K0.0%+46.1%0.005%
8/12/2025Global Retirement Partners LLC11,081$438K0.0%N/A0.004%
8/12/2025Prudential Financial Inc.27,395$1.08M0.0%N/A0.010%
8/12/2025Rhumbline Advisers189,247$7.49M0.0%+50.5%0.067%
8/12/2025AXQ Capital LP10,753$425K0.1%N/A0.004%
8/12/2025Legal & General Group Plc135,156$5.35M0.0%+28.9%0.048%
8/12/2025DNB Asset Management AS27,365$1.08M0.0%+32.5%0.010%
8/12/2025Entropy Technologies LP6,955$275K0.0%N/A0.002%
8/12/2025Magnetar Financial LLC86,346$3.42M0.0%N/A0.030%
8/12/2025Swiss National Bank228,700$9.05M0.0%+14.3%0.080%
8/12/2025Handelsbanken Fonder AB36,500$1.44M0.0%+50.8%0.013%
8/12/2025Ensign Peak Advisors Inc29,700$1.18M0.0%+15.8%0.010%
8/11/2025TD Waterhouse Canada Inc.2,641$95K0.0%+14.8%0.001%
8/11/2025TRUE Private Wealth Advisors13,203$522K0.1%-30.4%0.005%
8/11/2025Rothschild Investment LLC1,125$45K0.0%+45.2%0.000%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH23,460$928K0.0%-31.4%0.008%
8/8/2025Rockefeller Capital Management L.P.66,101$2.62M0.0%N/A0.023%
8/8/2025Intech Investment Management LLC91,362$3.61M0.0%+72.3%0.032%
8/8/2025Thoroughbred Financial Services LLC30,070$1.19M0.1%N/A0.011%
8/8/2025Cetera Investment Advisers123,476$4.89M0.0%-5.3%0.043%
8/8/2025Creative Planning74,339$2.94M0.0%+253.0%0.026%
8/8/2025SG Americas Securities LLC15,988$632K0.0%N/A0.006%
8/8/2025Meridian Wealth Management LLC5,843$231K0.0%N/A0.002%
8/8/2025Foundations Investment Advisors LLC34,060$1.35M0.0%N/A0.012%
8/8/2025Kaizen Financial Strategies15,641$619K0.3%+8.3%0.005%
8/8/2025Police & Firemen s Retirement System of New Jersey28,682$1.14M0.0%+45.8%0.010%
8/8/2025Geode Capital Management LLC2,854,664$112.94M0.0%+25.2%1.004%
8/8/2025PNC Financial Services Group Inc.6,716$266K0.0%+83.5%0.002%
8/8/2025KBC Group NV3,181$126K0.0%-18.7%0.001%
8/8/2025SBI Securities Co. Ltd.37,686$1.49M0.0%-20.3%0.013%
8/8/2025Tiemann Investment Advisors LLC13,500$534K0.2%-3.6%0.005%
(Data available from 1/1/2016 forward)

SMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMR shares?

During the previous two years, 340 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($235.94M), Vanguard Group Inc. ($126.60M), Geode Capital Management LLC ($112.94M), State Street Corp ($108.24M), Bank of America Corp DE ($92.30M), Swedbank AB ($63.38M), and Samsung C&T Corp ($46.75M).Learn more on NuScale Power's institutional investors.

What percentage of NuScale Power's stock is owned by institutional investors?

78.37% of NuScale Power's stock is owned by institutional investors. Learn more on SMR's institutional investor holdings.

Which institutional investors have been buying NuScale Power's stock?

Of the 314 institutional investors that purchased NuScale Power's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Swedbank AB ($3.65M), Samsung C&T Corp ($2.61M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.83M), Van ECK Associates Corp ($1.81M), Mirae Asset Global Investments Co. Ltd. ($1.66M), Vanguard Group Inc. ($1.35M), and Arrowstreet Capital Limited Partnership ($1.27M).

How much institutional buying is happening at NuScale Power?

Institutional investors have bought a total of 27,245,952 shares in the last 24 months. This purchase volume represents approximately $594.28M in transactions.

Which of NuScale Power's major shareholders have been selling company stock?

Of the 84 institutional investors that sold NuScale Power's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($2.33M), FMR LLC ($2.15M), Swedbank AB ($2.05M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($877.67K), Invesco Ltd. ($654.67K), CloudAlpha Capital Management Limited Hong Kong ($577.79K), and Polar Asset Management Partners Inc. ($493.32K).

How much institutional selling is happening at NuScale Power?

Institutional investors have sold a total of 12,506,839 shares in the last 24 months. This volume of shares sold represents approximately $285.08M in transactions.


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This page (NYSE:SMR) was last updated on 10/9/2025 by MarketBeat.com Staff
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