NuScale Power (SMR) Institutional Ownership

$9.19 -0.08 (-0.86%)

As of 09/1/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 78.37%
Number of Institutional Buyers (last 12 months): 312
Total Institutional Inflows (last 12 months): $1.06B

Number of Institutional Sellers (last 12 months): 111
Total Institutional Outflows (last 12 months): $258.97M

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SMR Institutional Buying and Selling by Quarter

NuScale Power Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	338,023	$3.39M	0.0%	+1,495.8%	0.079%
8/25/2026	Kingsbury Capital Investment Advisors LLC	20,673	$207K	0.2%	N/A	0.005%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	43,000	$431K	0.0%	N/A	0.010%
8/24/2026	California State Teachers Retirement System	3,455,305	$344.50M	0.0%	+1,622.5%	0.804%
8/23/2026	Ameritas Advisory Services LLC	2,643	$27K	0.0%	N/A	0.001%
8/23/2026	Operose Advisors LLC	6,369	$64K	0.0%	-33.1%	0.001%
8/22/2026	AlphaGrep UK Ltd	30,619	$307K	0.1%	N/A	0.007%
8/22/2026	Concurrent Investment Advisors LLC	34,909	$350K	0.0%	+205.9%	0.008%
8/21/2026	Nykredit A S	10,895	$109K	0.0%	N/A	0.003%
8/21/2026	Symphony Financial Ltd. Co.	12,038	$122K	0.0%	N/A	0.003%
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8/20/2026	Wedbush Securities Inc.	16,535	$166K	0.0%	+50.2%	0.004%
8/14/2026	Ancora Advisors LLC	9,220	$92K	0.0%	N/A	0.003%
7/10/2026	Heck Capital Advisors LLC	16,382	$164K	0.0%	+33.5%	0.004%
7/10/2026	Handelsbanken Fonder AB	108,000	$1.08M	0.0%	+209.5%	0.030%
7/10/2026	Wealthcare Advisory Partners LLC	10,687	$107K	0.0%	-18.5%	0.003%
7/9/2026	Adamsbrown Wealth Consultants LLC	10,000	$100K	0.0%	N/A	0.003%
7/9/2026	Hennion & Walsh Asset Management Inc.	84,199	$845K	0.0%	+30.5%	0.023%
7/8/2026	MRA Advisory Group	10,554	$106K	0.0%	-79.4%	0.003%
7/8/2026	Evanson Financial LLC	51,000	$512K	0.0%	N/A	0.014%
7/7/2026	CoreCap Advisors LLC	11,053	$111K	0.0%	+28.3%	0.003%
6/18/2026	Pacer Advisors Inc.	164,247	$1.78M	0.0%	+67.1%	0.045%
6/3/2026	Parallel Advisors LLC	59,898	$649K	0.0%	+1.8%	0.016%
6/3/2026	NewEdge Advisors LLC	48,430	$525K	0.0%	+109.3%	0.013%
6/1/2026	Concorde Asset Management LLC	12,390	$134K	0.1%	+9.8%	0.003%
5/22/2026	Verus Capital Partners LLC	16,107	$175K	0.0%	N/A	0.004%
5/21/2026	BankChampaign National Association	16,389	$178K	0.2%	N/A	0.004%
5/19/2026	Bank of America Corp DE	2,062,232	$22.36M	0.0%	+33.4%	0.564%
5/19/2026	Janus Henderson Group PLC	80,715	$874K	0.0%	+23.2%	0.022%
5/19/2026	Arkadios Wealth Advisors	58,331	$632K	0.0%	+16.7%	0.016%
5/19/2026	IFS Group LLC	19,700	$214K	0.2%	N/A	0.005%
5/19/2026	Altshuler Shaham Ltd	2,594	$28K	0.0%	-93.5%	0.001%
5/18/2026	Amundi	18,583	$201K	0.0%	+85.6%	0.005%
5/18/2026	California State Teachers Retirement System	200,601	$2.18M	0.0%	+49.5%	0.055%
5/18/2026	Royal Bank of Canada	335,898	$3.64M	0.0%	+39.1%	0.092%
5/18/2026	Empowered Funds LLC	129,492	$1.40M	0.0%	N/A	0.035%
5/16/2026	The Manufacturers Life Insurance Company	148,434	$1.61M	0.0%	+24.9%	0.041%
5/16/2026	Glen Eagle Advisors LLC	11,149	$121K	0.0%	-18.6%	0.003%
5/16/2026	Quantinno Capital Management LP	44,204	$479K	0.0%	+94.8%	0.012%
5/15/2026	Themes Management Co LLC	69,214	$750K	0.5%	+121.9%	0.020%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	400,000	$4.34M	0.0%	N/A	0.118%
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5/14/2026	Renaissance Technologies LLC	5,455,800	$59.14M	0.1%	N/A	1.614%
5/14/2026	Hilltop Holdings Inc.	11,308	$123K	0.0%	N/A	0.003%
5/14/2026	Sei Investments Co.	41,059	$445K	0.0%	+281.7%	0.012%
5/13/2026	First Trust Advisors LP	58,416	$633K	0.0%	-72.5%	0.017%
5/8/2026	PNC Financial Services Group Inc.	42,086	$456K	0.0%	+229.1%	0.012%
5/8/2026	Cassaday & Co Wealth Management LLC	8,648	$94K	0.0%	N/A	0.003%
5/7/2026	Harbor Advisors LLC	10,000	$108K	0.0%	-20.0%	0.003%
5/7/2026	Meeder Asset Management Inc.	7,389	$80K	0.0%	-53.0%	0.002%
5/7/2026	Parallel Advisors LLC	59,898	$649K	0.0%	+1.8%	0.018%
5/7/2026	KBC Group NV	9,502	$103K	0.0%	+95.1%	0.003%
5/7/2026	Swiss National Bank	335,800	$3.64M	0.0%	+20.4%	0.099%
5/7/2026	Spartan Wealth Advisory Services LLC	13,197	$143K	0.0%	N/A	0.004%
5/6/2026	Audent Global Asset Management LLC	44,600	$483K	0.5%	-17.4%	0.013%
5/6/2026	Atlas Wealth LLC	11,093	$120K	0.0%	N/A	0.003%
5/6/2026	Assetmark Inc.	2,428	$26K	0.0%	+1,940.3%	0.001%
5/6/2026	Allspring Global Investments Holdings LLC	11,985	$123K	0.0%	+14.0%	0.004%
5/5/2026	Vectors Research Management LLC	15,593	$169K	0.0%	N/A	0.005%
5/5/2026	Wealthfront Advisers LLC	34,473	$374K	0.0%	+84.9%	0.010%
5/5/2026	D.A. Davidson & CO.	36,227	$393K	0.0%	+4.5%	0.011%
5/5/2026	Bank of New York Mellon Corp	482,517	$5.23M	0.0%	+21.9%	0.143%
5/5/2026	Geneos Wealth Management Inc.	21,448	$232K	0.0%	+9.4%	0.006%
5/5/2026	Sanctuary Advisors LLC	80,378	$871K	0.0%	+43.8%	0.024%
5/5/2026	Sigma Planning Corp	17,954	$195K	0.0%	+65.2%	0.005%
5/4/2026	Principal Financial Group Inc.	11,513	$125K	0.0%	N/A	0.003%
5/1/2026	Fifth Third Bancorp	25,555	$277K	0.0%	N/A	0.008%
4/30/2026	Hsbc Holdings PLC	32,492	$349K	0.0%	-57.5%	0.010%
4/30/2026	Kestra Advisory Services LLC	115,045	$1.25M	0.0%	+98.6%	0.034%
4/29/2026	Swedbank AB	1,502,300	$16.29M	0.0%	+36.3%	0.444%
4/29/2026	Walser Wealth Management Company A Ltd Liability Co	31,284	$339K	0.2%	N/A	0.009%
4/28/2026	Stephens Inc. AR	11,473	$124K	0.0%	N/A	0.003%
4/28/2026	B.O.S.S. Retirement Advisors LLC	27,216	$295K	0.1%	-6.2%	0.008%
4/28/2026	Private Wealth Partners LLC	70,245	$761K	0.1%	-13.0%	0.021%
4/27/2026	Moran Wealth Management LLC	108,511	$1.18M	0.0%	+262.4%	0.032%
4/27/2026	PFG Investments LLC	26,697	$289K	0.0%	+135.9%	0.008%
4/27/2026	Baer Investment Advisory LLC	42,054	$456K	0.1%	N/A	0.012%
4/27/2026	World Investment Advisors	10,819	$117K	0.0%	N/A	0.003%
4/27/2026	Private Advisor Group LLC	89,140	$966K	0.0%	-4.9%	0.026%
4/27/2026	Leonteq Securities AG	38,282	$415K	0.0%	+56.3%	0.011%
4/25/2026	Strs Ohio	25,400	$275K	0.0%	+64.9%	0.008%
4/24/2026	Cane Capital Partners LLC	32,088	$348K	0.2%	+81.0%	0.009%
4/23/2026	Apollon Wealth Management LLC	30,581	$331K	0.0%	+76.3%	0.009%
4/22/2026	Janney Montgomery Scott LLC	16,012	$174K	0.0%	+18.9%	0.005%
4/22/2026	MRA Advisory Group	51,356	$557K	0.2%	+28.7%	0.015%
4/22/2026	Onyx Bridge Wealth Group LLC	15,293	$166K	0.0%	N/A	0.005%
4/22/2026	Pictet Asset Management Holding SA	26,837	$291K	0.0%	-86.9%	0.008%
4/21/2026	Wealth Effects LLC	10,500	$114K	0.0%	N/A	0.003%
4/21/2026	Wesbanco Bank Inc.	39,200	$425K	0.0%	N/A	0.012%
4/20/2026	Kestra Private Wealth Services LLC	112,084	$1.22M	0.0%	+86.7%	0.033%
4/20/2026	RFG Advisory LLC	45,530	$494K	0.0%	+6.9%	0.013%
4/20/2026	Keudell Morrison Wealth Management	10,909	$118K	0.0%	N/A	0.003%
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4/17/2026	AdvisorNet Financial Inc	10,494	$114K	0.0%	+299.3%	0.003%
4/17/2026	James J. Burns & Company LLC	10,030	$109K	0.0%	N/A	0.003%
3/20/2026	Hsbc Holdings PLC	76,415	$1.07M	0.0%	+349.7%	0.026%
3/17/2026	Rockefeller Capital Management L.P.	31,137	$441K	0.0%	-40.6%	0.010%
3/10/2026	Audent Global Asset Management LLC	54,027	$766K	0.3%	N/A	0.018%
3/3/2026	Caitong International Asset Management Co. Ltd	223,663	$3.17M	0.8%	N/A	0.075%
2/27/2026	Instrumental Wealth LLC	17,363	$231K	0.1%	N/A	0.006%
2/24/2026	Pacer Advisors Inc.	98,314	$1.39M	0.0%	N/A	0.033%
2/23/2026	Virtu Financial LLC	219,491	$3.11M	0.1%	-62.1%	0.074%
2/19/2026	Invesco Ltd.	81,197	$1.15M	0.0%	-6.9%	0.027%

SMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 485 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were California State Teachers Retirement System ($344.50M), 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), and Renaissance Technologies LLC ($59.14M).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 461 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 California State Teachers Retirement System ($3.36M).

Institutional investors have bought a total of 52,866,119 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 111 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), Bank of America Corp DE ($867.51K), Vanguard Group Inc. ($844.00K), Swedbank AB ($800.06K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($643.75K), and Royal Bank of Canada ($425.95K).

Institutional investors have sold a total of 11,572,148 shares in the last 24 months. This volume of shares sold represents approximately $258.97M in transactions.

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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 8/27/2026. New 13F filings are added each quarter as they're published.

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NuScale Power (SMR) Institutional Ownership

SMR Institutional Buying and Selling by Quarter

NuScale Power Major Shareholders & Ownership History

SMR Institutional Ownership - Frequently Asked Questions

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NuScale Power (SMR) Institutional Ownership

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

SMR Institutional Buying and Selling by Quarter

NuScale Power Major Shareholders & Ownership History

SMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMR shares?

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

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

How much institutional buying is happening at NuScale Power?

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

How much institutional selling is happening at NuScale Power?

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