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NuScale Power (SMR) Institutional Ownership

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$8.74 +0.06 (+0.63%)
As of 01:08 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)
363
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$365.22M
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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
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%
6/3/2026Parallel 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%
5/22/2026Verus Capital Partners LLC16,107$175K0.0%N/A0.004%
5/21/2026BankChampaign 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%
5/19/2026Arkadios Wealth Advisors58,331$632K0.0%+16.7%0.016%
5/19/2026IFS 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 Company 148,434$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%
5/8/2026PNC Financial Services Group Inc.42,086$456K0.0%+229.1%0.012%
5/8/2026Cassaday & Co Wealth Management LLC8,648$94K0.0%N/A0.003%
5/7/2026Harbor Advisors LLC10,000$108K0.0%-20.0%0.003%
5/7/2026Meeder Asset Management Inc.7,389$80K0.0%-53.0%0.002%
5/7/2026Parallel Advisors LLC59,898$649K0.0%+1.8%0.018%
5/7/2026KBC Group NV9,502$103K0.0%+95.1%0.003%
5/7/2026Swiss National Bank335,800$3.64M0.0%+20.4%0.099%
5/7/2026Spartan Wealth Advisory Services LLC13,197$143K0.0%N/A0.004%
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5/6/2026Audent Global Asset Management LLC44,600$483K0.5%-17.4%0.013%
5/6/2026Atlas Wealth LLC11,093$120K0.0%N/A0.003%
5/6/2026Assetmark Inc.2,428$26K0.0%+1,940.3%0.001%
5/6/2026Allspring Global Investments Holdings LLC11,985$123K0.0%+14.0%0.004%
5/5/2026Vectors Research Management LLC15,593$169K0.0%N/A0.005%
5/5/2026Wealthfront Advisers LLC34,473$374K0.0%+84.9%0.010%
5/5/2026D.A. Davidson & CO.36,227$393K0.0%+4.5%0.011%
5/5/2026Bank of New York Mellon Corp482,517$5.23M0.0%+21.9%0.143%
5/5/2026Geneos Wealth Management Inc.21,448$232K0.0%+9.4%0.006%
5/5/2026Sanctuary Advisors LLC80,378$871K0.0%+43.8%0.024%
5/5/2026Sigma Planning Corp17,954$195K0.0%+65.2%0.005%
5/4/2026Principal Financial Group Inc.11,513$125K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp25,555$277K0.0%N/A0.008%
4/30/2026Hsbc Holdings PLC32,492$349K0.0%-57.5%0.010%
4/30/2026Kestra 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%
4/29/2026Walser Wealth Management Company A Ltd Liability Co31,284$339K0.2%N/A0.009%
4/28/2026Stephens 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%
4/28/2026Private Wealth Partners LLC70,245$761K0.1%-13.0%0.021%
4/27/2026Moran Wealth Management LLC108,511$1.18M0.0%+262.4%0.032%
4/27/2026PFG 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%
4/27/2026Private Advisor Group LLC89,140$966K0.0%-4.9%0.026%
4/27/2026Leonteq Securities AG38,282$415K0.0%+56.3%0.011%
4/25/2026Strs Ohio25,400$275K0.0%+64.9%0.008%
4/24/2026Cane Capital Partners LLC32,088$348K0.2%+81.0%0.009%
4/23/2026Apollon Wealth Management LLC30,581$331K0.0%+76.3%0.009%
4/22/2026Janney Montgomery Scott LLC16,012$174K0.0%+18.9%0.005%
4/22/2026 MRA Advisory Group51,356$557K0.2%+28.7%0.015%
4/22/2026Onyx Bridge Wealth Group LLC15,293$166K0.0%N/A0.005%
4/22/2026Pictet Asset Management Holding SA26,837$291K0.0%-86.9%0.008%
4/21/2026Wealth Effects LLC10,500$114K0.0%N/A0.003%
4/21/2026Wesbanco Bank Inc.39,200$425K0.0%N/A0.012%
4/20/2026Kestra 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%
4/17/2026AdvisorNet Financial Inc10,494$114K0.0%+299.3%0.003%
4/17/2026James 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%
3/10/2026Audent Global Asset Management LLC54,027$766K0.3%N/A0.018%
3/3/2026Caitong 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%
2/19/2026Axxcess 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%
2/18/2026Quadrature 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 ($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 55,417,780 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

Of the 138 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 14,245,438 shares in the last 24 months. This volume of shares sold represents approximately $365.22M in transactions.


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This page (NYSE:SMR) was last updated on 7/23/2026 by MarketBeat.com Staff.
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