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NuScale Power (SMR) Institutional Ownership

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$39.49 -5.19 (-11.62%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$40.44 +0.95 (+2.42%)
As of 08/8/2025 07:59 PM Eastern
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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)
258
Total
Institutional Inflows
(last 12 months)
$404.66M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$223.13M
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SMR Institutional Buying and Selling by Quarter

NuScale Power Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 Allworth Financial LP9,734$385K0.0%+15.3%0.003%
8/7/2025 Fidelis Capital Partners LLC6,242$247K0.0%N/A0.002%
8/7/2025 ProShare Advisors LLC26,003$1.03M0.0%+32.8%0.009%
8/7/2025 Los Angeles Capital Management LLC26,806$1.06M0.0%N/A0.009%
8/6/2025 AE Wealth Management LLC10,199$403K0.0%-4.0%0.004%
8/6/2025 Wedbush Securities Inc.49,027$1.94M0.1%-87.4%0.017%
8/6/2025 SouthState Corp2,300$91K0.0%+666.7%0.001%
8/6/2025 Black Swift Group LLC14,780$585K0.1%N/A0.005%
8/6/2025 Atlantic Union Bankshares Corp1,550$61K0.0%N/A0.001%
8/6/2025 CloudAlpha Capital Management Limited Hong Kong430,023$17.01M0.9%-57.3%0.151%
8/6/2025 360 Financial Inc.6,778$268K0.1%N/A0.002%
8/5/2025 GPS Wealth Strategies Group LLC6,524$258K0.0%+638.0%0.002%
8/5/2025 Peregrine Asset Advisers Inc.9,277$367K0.1%N/A0.003%
8/5/2025 Bank of New York Mellon Corp356,675$14.11M0.0%+37.9%0.125%
8/5/2025 Sigma Planning Corp21,776$861K0.0%N/A0.008%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,633$381K0.0%N/A0.003%
8/5/2025 Atlas Private Wealth Advisors6,118$242K0.0%N/A0.002%
8/5/2025 Hills Bank & Trust Co2,537$100K0.0%N/A0.001%
8/4/2025 Integrity Alliance LLC.14,614$578K0.0%-15.1%0.005%
8/4/2025 IFG Advisory LLC5,375$213K0.0%N/A0.002%
8/4/2025 Spire Wealth Management4,573$181K0.0%+6,164.4%0.002%
8/4/2025 Arkadios Wealth Advisors11,138$441K0.0%-56.7%0.004%
8/1/2025 Private Wealth Partners LLC23,000$910K0.1%+39.4%0.008%
8/1/2025 Teacher Retirement System of Texas44,080$1.74M0.0%-3.0%0.015%
8/1/2025 Y Intercept Hong Kong Ltd77,483$3.07M0.1%N/A0.027%
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8/1/2025 First Command Advisory Services Inc.1,791$71K0.0%N/A0.001%
8/1/2025 Pasadena Private Wealth LLC5,860$232K0.0%N/A0.002%
8/1/2025 Envestnet Asset Management Inc.16,070$636K0.0%N/A0.006%
7/31/2025 Nisa Investment Advisors LLC2,929$116K0.0%+77.8%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC6,848$271K0.0%N/A0.002%
7/31/2025 State of New Jersey Common Pension Fund D74,386$2.94M0.0%N/A0.026%
7/31/2025 AlphaQuest LLC9,200$364K0.0%+10.6%0.003%
7/31/2025 Caitong International Asset Management Co. Ltd7,607$301K0.2%-53.0%0.003%
7/31/2025 R Squared Ltd8,904$352K0.2%N/A0.003%
7/30/2025 Canal Insurance CO222,890$8.82M2.0%-18.5%0.078%
7/30/2025 Bleakley Financial Group LLC44,181$1.75M0.0%-41.3%0.016%
7/30/2025 Onyx Bridge Wealth Group LLC5,415$214K0.0%N/A0.002%
7/30/2025 Family Capital Management Inc.8,391$332K0.2%N/A0.003%
7/30/2025 Cookson Peirce & Co. Inc.58,203$2.30M0.1%+7.9%0.020%
7/30/2025 Brookstone Capital Management10,949$433K0.0%N/A0.004%
7/30/2025 D.A. Davidson & CO.20,822$824K0.0%+1.0%0.007%
7/30/2025 Gables Capital Management Inc.30,700$1.21M0.6%-8.1%0.011%
7/29/2025 Balboa Wealth Partners11,779$466K0.1%N/A0.004%
7/29/2025 Stratos Wealth Partners LTD.5,544$219K0.0%N/A0.002%
7/29/2025 TFC Financial Management Inc.4,245$168K0.0%+14.0%0.001%
7/28/2025 Harbour Investments Inc.1,156$46K0.0%+21.3%0.000%
7/28/2025 Moran Wealth Management LLC14,005$554K0.0%N/A0.005%
7/25/2025 Verdence Capital Advisors LLC12,322$487K0.0%N/A0.004%
7/25/2025 MGO One Seven LLC35,374$1.40M0.0%+224.7%0.012%
7/25/2025 Allspring Global Investments Holdings LLC108,414$3.92M0.0%-20.1%0.038%
7/25/2025 Almanack Investment Partners LLC.9,252$366K0.1%N/A0.003%
7/25/2025 CWM LLC16,260$643K0.0%-63.5%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC9,444$374K0.0%N/A0.003%
7/25/2025 Concurrent Investment Advisors LLC14,617$578K0.0%-9.4%0.005%
7/24/2025 SLT Holdings LLC12,050$477K0.4%N/A0.004%
7/24/2025 Zullo Investment Group Inc.6,205$245K0.1%N/A0.002%
7/24/2025 Mengis Capital Management Inc.5,075$201K0.0%N/A0.002%
7/24/2025 Total Wealth Planning & Management Inc.13,200$522K0.4%-9.3%0.005%
7/24/2025 IFP Advisors Inc1,745$69K0.0%+55.7%0.001%
7/23/2025 Hager Investment Management Services LLC3,699$146K0.1%N/A0.001%
7/23/2025 Clear Creek Financial Management LLC35,294$1.40M0.1%+31.7%0.012%
7/23/2025 Castle Rock Wealth Management LLC8,906$352K0.1%N/A0.003%
7/23/2025 Kingswood Wealth Advisors LLC35,386$1.40M0.1%-2.5%0.012%
7/23/2025 KLP Kapitalforvaltning AS28,600$1.13M0.0%+5.1%0.010%
7/23/2025 Tcfg Wealth Management LLC13,885$549K0.2%N/A0.005%
7/23/2025 Prime Capital Investment Advisors LLC5,211$206K0.0%N/A0.002%
7/22/2025 Chung Wu Investment Group LLC5,500$218K0.2%N/A0.002%
7/22/2025 Wealthcare Advisory Partners LLC6,737$267K0.0%N/A0.002%
7/22/2025 Accel Wealth Management5,802$230K0.1%N/A0.002%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,474$217K0.0%N/A0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.299,640$11.85M0.0%+434.4%0.105%
7/18/2025 Philip James Wealth Mangement LLC29,630$1.17M0.1%-74.3%0.010%
7/18/2025 Woodward Diversified Capital LLC53,581$2.12M1.1%N/A0.019%
7/18/2025 B.O.S.S. Retirement Advisors LLC39,021$1.54M0.4%+10.3%0.014%
7/18/2025 Consolidated Portfolio Review Corp13,043$516K0.1%N/A0.005%
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7/18/2025 Truist Financial Corp47,645$1.89M0.0%+23.3%0.017%
7/18/2025 Union Bancaire Privee UBP SA4,612$182K0.0%+9.1%0.002%
7/17/2025 Janney Montgomery Scott LLC57,001$2.26M0.0%-32.8%0.020%
7/17/2025 Albion Financial Group UT2,045$81K0.0%+26.2%0.001%
7/16/2025 Cox Capital Mgt LLC7,250$287K0.2%N/A0.003%
7/16/2025 Cadent Capital Advisors LLC29,963$1.19M0.4%+30.5%0.011%
7/16/2025 TB Alternative Assets Ltd.80,237$3.17M0.6%-80.9%0.028%
7/15/2025 Wealth Effects LLC46,600$1.84M0.7%-3.3%0.016%
7/15/2025 Evanson Asset Management LLC13,150$520K0.0%-12.3%0.005%
7/15/2025 Financial Management Professionals Inc.3,219$127K0.0%+514.3%0.001%
(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, 305 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were Vanguard Group Inc. ($126.60M), Geode Capital Management LLC ($112.94M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($96.88M), Swedbank AB ($63.38M), Samsung C&T Corp ($46.75M), Van ECK Associates Corp ($31.32M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($26.13M).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 282 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), Mirae Asset Global Investments Co. Ltd. ($1.83M), Van ECK Associates Corp ($1.81M), 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 22,787,459 shares in the last 24 months. This purchase volume represents approximately $404.66M in transactions.

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

Of the 63 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), Invesco Ltd. ($654.67K), CloudAlpha Capital Management Limited Hong Kong ($577.79K), Polar Asset Management Partners Inc. ($493.32K), and Renaissance Technologies LLC ($371.30K).

How much institutional selling is happening at NuScale Power?

Institutional investors have sold a total of 11,395,305 shares in the last 24 months. This volume of shares sold represents approximately $227.47M in transactions.



This page (NYSE:SMR) was last updated on 8/9/2025 by MarketBeat.com Staff
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