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NuScale Power (SMR) Institutional Ownership

NuScale Power logo
$11.37 +0.04 (+0.36%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$11.37 0.00 (-0.02%)
As of 05/22/2026 07:59 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 Massive. Learn more.

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

Current
Institutional Ownership
Percentage
78.37%
Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$431.39M
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026Verus Capital Partners LLC16,107$175K0.0%N/A0.004%
5/21/2026 BankChampaign National Association16,389$178K0.2%N/A0.004%
5/19/2026 Bank of America Corp DE2,062,232$22.36M0.0%+33.4%0.564%
5/19/2026 Janus 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%
5/19/2026 Altshuler Shaham Ltd2,594$28K0.0%-93.5%0.001%
5/18/2026 Amundi18,583$201K0.0%+85.6%0.005%
5/18/2026 California State Teachers Retirement System200,601$2.18M0.0%+49.5%0.055%
5/18/2026 Royal Bank of Canada335,898$3.64M0.0%+39.1%0.092%
5/18/2026 Empowered Funds LLC129,492$1.40M0.0%N/A0.035%
5/16/2026 The Manufacturers Life Insurance Company 148,434$1.61M0.0%+24.9%0.041%
5/16/2026 Glen Eagle Advisors LLC11,149$121K0.0%-18.6%0.003%
5/16/2026 Quantinno Capital Management LP44,204$479K0.0%+94.8%0.012%
5/15/2026 Themes Management Co LLC69,214$750K0.5%+121.9%0.020%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund400,000$4.34M0.0%N/A0.118%
5/14/2026 Renaissance Technologies LLC5,455,800$59.14M0.1%N/A1.614%
5/14/2026 Hilltop Holdings Inc.11,308$123K0.0%N/A0.003%
5/14/2026 Sei Investments Co.41,059$445K0.0%+281.7%0.012%
5/13/2026 First 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%
5/7/2026 Swiss National Bank335,800$3.64M0.0%+20.4%0.099%
5/7/2026 Spartan Wealth Advisory Services LLC13,197$143K0.0%N/A0.004%
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%
5/6/2026 Allspring 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%
5/5/2026 Sanctuary 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%
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5/1/2026 Fifth Third Bancorp25,555$277K0.0%N/A0.008%
4/30/2026 Hsbc 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%
4/27/2026 Baer Investment Advisory LLC42,054$456K0.1%N/A0.012%
4/27/2026 World 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%
3/20/2026 Hsbc Holdings PLC76,415$1.07M0.0%+349.7%0.026%
3/17/2026 Rockefeller 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%
2/24/2026 Pacer Advisors Inc.98,314$1.39M0.0%N/A0.033%
2/23/2026 Virtu Financial LLC219,491$3.11M0.1%-62.1%0.074%
2/19/2026 Invesco Ltd.81,197$1.15M0.0%-6.9%0.027%
2/19/2026 Axxcess Wealth Management LLC41,687$591K0.0%+92.2%0.014%
2/18/2026 Ameriflex Group Inc.2,150$30K0.0%N/A0.001%
2/18/2026 Mercer Global Advisors Inc. ADV30,430$431K0.0%-8.5%0.010%
2/18/2026 Vermillion & White Wealth Management Group LLC1,783$25K0.0%+1,550.9%0.001%
2/18/2026 NewEdge Advisors LLC23,137$328K0.0%-62.6%0.008%
2/18/2026 XTX Topco Ltd38,937$552K0.0%+69.7%0.013%
2/18/2026 Voloridge Investment Management LLC3,457,486$48.99M0.2%N/A1.158%
2/18/2026 Quadrature Capital Ltd709,657$10.06M0.1%N/A0.238%
2/18/2026 OLD Mission Capital LLC15,031$213K0.0%-59.5%0.005%
2/18/2026 Millennium Management LLC578,236$8.19M0.0%+104.3%0.194%
2/18/2026 Man Group plc12,800$181K0.0%N/A0.004%
2/18/2026 Janus Henderson Group PLC65,500$928K0.0%+28.9%0.022%
2/18/2026 Gotham Asset Management LLC23,872$338K0.0%-54.1%0.008%
2/18/2026 Engineers Gate Manager LP242,719$3.44M0.0%+181.3%0.081%
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2/18/2026 CastleKnight Management LP33,900$480K0.0%-60.4%0.011%
2/18/2026 Boothbay Fund Management LLC64,141$909K0.0%N/A0.021%
2/18/2026 Ballast Financial Advisors LLC20,200$286K0.3%N/A0.007%
2/18/2026 Altshuler Shaham Ltd39,783$564K0.0%+7.9%0.013%
2/17/2026 Schonfeld Strategic Advisors LLC61,294$869K0.0%N/A0.021%
2/17/2026 AQR Capital Management LLC55,780$790K0.0%+52.7%0.019%
2/17/2026 JAT Capital Mgmt LP104,738$1.48M1.6%N/A0.035%
2/17/2026 Trexquant Investment LP314,223$4.45M0.0%N/A0.105%
2/17/2026 Amundi10,015$142K0.0%N/A0.003%
2/17/2026 Jump Financial LLC813,938$11.53M0.1%N/A0.273%


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 458 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 ($10.10M), 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 56,057,279 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Of the 143 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), Swedbank AB ($1.60M), Two Sigma Investments LP ($1.34M), Goldman Sachs Group Inc. ($1.16M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($877.67K), Bank of America Corp DE ($867.51K), and Vanguard Group Inc. ($844.00K).

Institutional investors have sold a total of 16,627,937 shares in the last 24 months. This volume of shares sold represents approximately $431.39M in transactions.



This page (NYSE:SMR) was last updated on 5/23/2026 by MarketBeat.com Staff.
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