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NuScale Power (SMR) Institutional Ownership

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$9.65 -0.24 (-2.43%)
As of 03:34 PM Eastern

Institutional Ownership Changes (13F Filings) for NuScale Power (NYSE:SMR)

Current
Institutional Ownership
Percentage
78.37%
Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$320.56M
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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
7/10/2026 Heck Capital Advisors LLC16,382$164K0.0%+33.5%0.004%
7/10/2026 Handelsbanken Fonder AB108,000$1.08M0.0%+209.5%0.030%
7/10/2026 Wealthcare Advisory Partners LLC10,687$107K0.0%-18.5%0.003%
7/9/2026 Adamsbrown Wealth Consultants LLC10,000$100K0.0%N/A0.003%
7/9/2026 Hennion & Walsh Asset Management Inc.84,199$845K0.0%+30.5%0.023%
7/8/2026 MRA Advisory Group10,554$106K0.0%-79.4%0.003%
7/8/2026 Evanson Financial LLC51,000$512K0.0%N/A0.014%
7/7/2026 CoreCap Advisors LLC11,053$111K0.0%+28.3%0.003%
6/18/2026Pacer Advisors Inc.164,247$1.78M0.0%+67.1%0.045%
6/3/2026 Parallel Advisors LLC59,898$649K0.0%+1.8%0.016%
6/3/2026NewEdge Advisors LLC48,430$525K0.0%+109.3%0.013%
6/1/2026Concorde Asset Management LLC12,390$134K0.1%+9.8%0.003%
5/22/2026 Verus Capital Partners LLC16,107$175K0.0%N/A0.004%
5/21/2026 BankChampaign National Association16,389$178K0.2%N/A0.004%
5/19/2026Bank of America Corp DE2,062,232$22.36M0.0%+33.4%0.564%
5/19/2026Janus Henderson Group PLC80,715$874K0.0%+23.2%0.022%
5/19/2026 Arkadios Wealth Advisors58,331$632K0.0%+16.7%0.016%
5/19/2026 IFS Group LLC19,700$214K0.2%N/A0.005%
5/19/2026Altshuler Shaham Ltd2,594$28K0.0%-93.5%0.001%
5/18/2026Amundi18,583$201K0.0%+85.6%0.005%
5/18/2026California State Teachers Retirement System200,601$2.18M0.0%+49.5%0.055%
5/18/2026Royal Bank of Canada335,898$3.64M0.0%+39.1%0.092%
5/18/2026Empowered Funds LLC129,492$1.40M0.0%N/A0.035%
5/16/2026The Manufacturers Life Insurance Company148,434$1.61M0.0%+24.9%0.041%
5/16/2026Glen Eagle Advisors LLC11,149$121K0.0%-18.6%0.003%
5/16/2026Quantinno Capital Management LP44,204$479K0.0%+94.8%0.012%
5/15/2026 Themes Management Co LLC69,214$750K0.5%+121.9%0.020%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund400,000$4.34M0.0%N/A0.118%
5/14/2026Renaissance Technologies LLC5,455,800$59.14M0.1%N/A1.614%
5/14/2026Hilltop Holdings Inc.11,308$123K0.0%N/A0.003%
5/14/2026Sei Investments Co.41,059$445K0.0%+281.7%0.012%
5/13/2026First Trust Advisors LP58,416$633K0.0%-72.5%0.017%
5/8/2026 PNC Financial Services Group Inc.42,086$456K0.0%+229.1%0.012%
5/8/2026 Cassaday & Co Wealth Management LLC8,648$94K0.0%N/A0.003%
5/7/2026 Harbor Advisors LLC10,000$108K0.0%-20.0%0.003%
5/7/2026 Meeder Asset Management Inc.7,389$80K0.0%-53.0%0.002%
5/7/2026 Parallel Advisors LLC59,898$649K0.0%+1.8%0.018%
5/7/2026 KBC Group NV9,502$103K0.0%+95.1%0.003%
5/7/2026Swiss National Bank335,800$3.64M0.0%+20.4%0.099%
5/7/2026 Spartan Wealth Advisory Services LLC13,197$143K0.0%N/A0.004%
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5/6/2026 Audent Global Asset Management LLC44,600$483K0.5%-17.4%0.013%
5/6/2026 Atlas Wealth LLC11,093$120K0.0%N/A0.003%
5/6/2026 Assetmark Inc.2,428$26K0.0%+1,940.3%0.001%
5/6/2026Allspring Global Investments Holdings LLC11,985$123K0.0%+14.0%0.004%
5/5/2026 Vectors Research Management LLC15,593$169K0.0%N/A0.005%
5/5/2026 Wealthfront Advisers LLC34,473$374K0.0%+84.9%0.010%
5/5/2026 D.A. Davidson & CO.36,227$393K0.0%+4.5%0.011%
5/5/2026 Bank of New York Mellon Corp482,517$5.23M0.0%+21.9%0.143%
5/5/2026 Geneos Wealth Management Inc.21,448$232K0.0%+9.4%0.006%
5/5/2026Sanctuary Advisors LLC80,378$871K0.0%+43.8%0.024%
5/5/2026 Sigma Planning Corp17,954$195K0.0%+65.2%0.005%
5/4/2026 Principal Financial Group Inc.11,513$125K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp25,555$277K0.0%N/A0.008%
4/30/2026Hsbc Holdings PLC32,492$349K0.0%-57.5%0.010%
4/30/2026 Kestra Advisory Services LLC115,045$1.25M0.0%+98.6%0.034%
4/29/2026 Swedbank AB1,502,300$16.29M0.0%+36.3%0.444%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co31,284$339K0.2%N/A0.009%
4/28/2026 Stephens Inc. AR11,473$124K0.0%N/A0.003%
4/28/2026 B.O.S.S. Retirement Advisors LLC27,216$295K0.1%-6.2%0.008%
4/28/2026 Private Wealth Partners LLC70,245$761K0.1%-13.0%0.021%
4/27/2026 Moran Wealth Management LLC108,511$1.18M0.0%+262.4%0.032%
4/27/2026 PFG Investments LLC26,697$289K0.0%+135.9%0.008%
4/27/2026Baer Investment Advisory LLC42,054$456K0.1%N/A0.012%
4/27/2026World Investment Advisors10,819$117K0.0%N/A0.003%
4/27/2026 Private Advisor Group LLC89,140$966K0.0%-4.9%0.026%
4/27/2026 Leonteq Securities AG38,282$415K0.0%+56.3%0.011%
4/25/2026 Strs Ohio25,400$275K0.0%+64.9%0.008%
4/24/2026 Cane Capital Partners LLC32,088$348K0.2%+81.0%0.009%
4/23/2026 Apollon Wealth Management LLC30,581$331K0.0%+76.3%0.009%
4/22/2026 Janney Montgomery Scott LLC16,012$174K0.0%+18.9%0.005%
4/22/2026 MRA Advisory Group51,356$557K0.2%+28.7%0.015%
4/22/2026 Onyx Bridge Wealth Group LLC15,293$166K0.0%N/A0.005%
4/22/2026 Pictet Asset Management Holding SA26,837$291K0.0%-86.9%0.008%
4/21/2026 Wealth Effects LLC10,500$114K0.0%N/A0.003%
4/21/2026 Wesbanco Bank Inc.39,200$425K0.0%N/A0.012%
4/20/2026 Kestra Private Wealth Services LLC112,084$1.22M0.0%+86.7%0.033%
4/20/2026 RFG Advisory LLC45,530$494K0.0%+6.9%0.013%
4/20/2026 Keudell Morrison Wealth Management10,909$118K0.0%N/A0.003%
4/17/2026 AdvisorNet Financial Inc10,494$114K0.0%+299.3%0.003%
4/17/2026 James J. Burns & Company LLC10,030$109K0.0%N/A0.003%
3/20/2026Hsbc Holdings PLC76,415$1.07M0.0%+349.7%0.026%
3/17/2026Rockefeller Capital Management L.P.31,137$441K0.0%-40.6%0.010%
3/10/2026 Audent Global Asset Management LLC54,027$766K0.3%N/A0.018%
3/3/2026 Caitong International Asset Management Co. Ltd223,663$3.17M0.8%N/A0.075%
2/27/2026 Instrumental Wealth LLC17,363$231K0.1%N/A0.006%
2/24/2026Pacer Advisors Inc.98,314$1.39M0.0%N/A0.033%
2/23/2026Virtu Financial LLC219,491$3.11M0.1%-62.1%0.074%
2/19/2026Invesco Ltd.81,197$1.15M0.0%-6.9%0.027%
2/19/2026 Axxcess Wealth Management LLC41,687$591K0.0%+92.2%0.014%
2/18/2026Ameriflex Group Inc.2,150$30K0.0%N/A0.001%
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2/18/2026Mercer Global Advisors Inc. ADV30,430$431K0.0%-8.5%0.010%
2/18/2026Vermillion & White Wealth Management Group LLC1,783$25K0.0%+1,550.9%0.001%
2/18/2026NewEdge Advisors LLC23,137$328K0.0%-62.6%0.008%
2/18/2026XTX Topco Ltd38,937$552K0.0%+69.7%0.013%
2/18/2026Voloridge Investment Management LLC3,457,486$48.99M0.2%N/A1.158%
2/18/2026 Quadrature Capital Ltd709,657$10.06M0.1%N/A0.238%
2/18/2026OLD Mission Capital LLC15,031$213K0.0%-59.5%0.005%
2/18/2026Millennium Management LLC578,236$8.19M0.0%+104.3%0.194%
2/18/2026Man Group plc12,800$181K0.0%N/A0.004%
2/18/2026Janus Henderson Group PLC65,500$928K0.0%+28.9%0.022%


SMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 481 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($263.20M), Vanguard Group Inc. ($220.27M), Van ECK Associates Corp ($163.18M), Clear Street Group Inc. ($155.62M), Morgan Stanley ($74.79M), Renaissance Technologies LLC ($59.14M), and Alyeska Investment Group L.P. ($51.99M).Learn more on NuScale Power's institutional investors.

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

Of the 457 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: Van ECK Associates Corp ($9.45M), Vanguard Group Inc. ($5.63M), Renaissance Technologies LLC ($5.46M), Samsung C&T Corp ($5.19M), Clear Street Group Inc. ($4.32M), Voloridge Investment Management LLC ($3.56M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.59M).

Institutional investors have bought a total of 53,710,137 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Of the 127 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: Samsung C&T Corp ($3.60M), Two Sigma Investments LP ($1.34M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($877.67K), Bank of America Corp DE ($867.51K), Vanguard Group Inc. ($844.00K), Swedbank AB ($800.06K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($643.75K).

Institutional investors have sold a total of 13,120,907 shares in the last 24 months. This volume of shares sold represents approximately $320.56M in transactions.



Institutional ownership data for NYSE:SMR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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