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NuScale Power (SMR) Institutional Ownership

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$6.82 -0.38 (-5.21%)
As of 10:09 AM Eastern
This is a fair market value 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)
310
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$258.13M
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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
10/9/2026GAMMA Investing LLC3,221$25K0.0%+157.5%0.001%
10/8/2026Farther Finance Advisors LLC22,154$175K0.0%-14.1%0.005%
9/9/2026Sequoia Financial Advisors LLC12,554$126K0.0%N/A0.003%
9/9/2026WINTON GROUP Ltd39,079$392K0.0%N/A0.009%
9/9/2026Integrated Wealth Concepts LLC65,623$658K0.0%+153.6%0.015%
9/9/2026RFG Advisory LLC60,622$608K0.0%+33.1%0.014%
9/9/2026NewEdge Advisors LLC146,870$1.47M0.0%+203.3%0.034%
9/9/2026IFP Advisors Inc7,292$73K0.0%-35.6%0.002%
9/9/2026Baird Financial Group Inc.302,351$3.03M0.0%-10.2%0.070%
9/8/2026Allworth Financial LP17,599$177K0.0%+37.7%0.004%
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9/8/2026Arizona State Retirement System82,628$829K0.0%+77.3%0.019%
9/8/2026Nykredit A S10,895$109K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP338,023$3.39M0.0%+1,495.8%0.079%
8/25/2026Kingsbury Capital Investment Advisors LLC20,673$207K0.2%N/A0.005%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al43,000$431K0.0%N/A0.010%
8/23/2026Ameritas Advisory Services LLC2,643$27K0.0%N/A0.001%
8/23/2026Operose Advisors LLC6,369$64K0.0%-33.1%0.001%
8/22/2026AlphaGrep UK Ltd30,619$307K0.1%N/A0.007%
8/22/2026Concurrent Investment Advisors LLC34,909$350K0.0%+205.9%0.008%
8/21/2026Nykredit A S10,895$109K0.0%N/A0.003%
8/21/2026Symphony Financial Ltd. Co.12,038$122K0.0%N/A0.003%
8/20/2026Wedbush Securities Inc.16,535$166K0.0%+50.2%0.004%
8/14/2026Ancora Advisors LLC9,220$92K0.0%N/A0.003%
7/10/2026Heck Capital Advisors LLC16,382$164K0.0%+33.5%0.004%
7/10/2026Handelsbanken Fonder AB108,000$1.08M0.0%+209.5%0.030%
7/10/2026Wealthcare Advisory Partners LLC10,687$107K0.0%-18.5%0.003%
7/9/2026Adamsbrown Wealth Consultants LLC10,000$100K0.0%N/A0.003%
7/9/2026Hennion & Walsh Asset Management Inc.84,199$845K0.0%+30.5%0.023%
7/8/2026MRA Advisory Group10,554$106K0.0%-79.4%0.003%
7/8/2026Evanson Financial LLC51,000$512K0.0%N/A0.014%
7/7/2026CoreCap 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%
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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 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%
5/15/2026Themes 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%
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%
4/29/2026Swedbank 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%
4/28/2026B.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%
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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%
4/22/2026MRA 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%
4/20/2026RFG Advisory LLC45,530$494K0.0%+6.9%0.013%


SMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 487 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 463 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 49,801,870 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 112 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 11,581,543 shares in the last 24 months. This volume of shares sold represents approximately $258.13M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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