Nuscale Power SMR Institutional Ownership

NYSE SMR

$10.77 -0.41 (-3.62%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

523 Institutions

Increased 346 66.2%

Unchanged 82 15.7%

Reduced 95 18.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.27%

▲+9.76 pp QoQ

Shares Held by Institutions

226.97Mn

of 364.52Mn outstanding

▲+48.81% QoQ

Shares Outstanding

364.52Mn

137.55Mn held outside 13F filers

Institutional Investors

523

filed 13F for Jun 2026

▲+27 vs prior quarter

Net Shares Added (QoQ)

+74.44Mn

accumulated since last quarter

Value of Holdings

$2.20Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NUSCALE POWER Corp (NYSE:SMR) is held by 523 institutional investors per 13F filings through June 2026.

They owned 62.3% of outstanding stock in June 2026, up from 52.5% the prior quarter.
They increased total shares held in SMR by 48.81% quarter over quarter, and investors in Nuscale Power increased 19.68% from a year ago.
Of these 523 funds, 346 grew their exposure to Nuscale Power, 95 cut back, and 82 maintained positions.
In total, institutional investors held 226.97Mn shares in Nuscale Power as of June 2026, up by 74.44Mn shares quarter on quarter, and up 140.61Mn shares year over year.
VAN ECK ASSOCIATES CORP leads ownership in SMR with 29.31Mn shares as of June 30, 2026, equal to 8.04% of outstanding shares.
The most significant purchases of SMR for the quarter ending June 2026 came from BlackRock, Inc. (13.01Mn), VAN ECK ASSOCIATES CORP (9.28Mn), TWO SIGMA INVESTMENTS, LP (7.93Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.2Mn), Marex Group Ltd (3.61Mn).
The biggest sellers of Nuscale Power for the quarter ending June 2026 included Tidal Investments LLC (1.65Mn), MARSHALL WACE, LLP (1.26Mn), CAPITAL FUND MANAGEMENT S.A. (1.03Mn), Bank Of America Corp /De/ (866.69K), MILLENNIUM MANAGEMENT LLC (654.67K).
Per Business Quant, the top 10 investors in SMR for the quarter ending June 2026 include VAN ECK ASSOCIATES CORP (29.31Mn), BlackRock, Inc. (25.86Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (15.15Mn), VANGUARD CAPITAL MANAGEMENT LLC (14.08Mn), Marex Group Ltd (12.71Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (11.77Mn), TWO SIGMA INVESTMENTS, LP (11.66Mn), Morgan Stanley (9.14Mn), GEODE CAPITAL MANAGEMENT, LLC (6.83Mn), State Street Corp (6.66Mn).

Form 13F Holdings

523 Institutional Holders

Report period 30 Jun, 2026

Total shares held 226.97Mn

Of outstanding 62.27%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VAN ECK ASSOCIATES CORP	0000869178	29,311,762	8.04%	▲9,278,802	+46.32%	$294.00Mn
2	BlackRock, Inc.	0002012383	25,857,274	7.09%	▲13,008,142	+101.24%	$259.35Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	15,151,963	4.16%	▲4,203,794	+38.40%	$151.97Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	14,079,030	3.86%	▲3,346,659	+31.18%	$141.21Mn
5	Marex Group Ltd	0001997464	12,711,180	3.49%	▲3,613,002	+39.71%	$127.49Mn
6	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	11,769,071	3.23%	▲316,910	+2.77%	$118.04Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	11,655,351	3.20%	▲7,932,077	+213.04%	$116.90Mn
8	Morgan Stanley	0000895421	9,138,597	2.51%	▲2,085,628	+29.57%	$91.66Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	6,830,134	1.87%	▲3,101,204	+83.17%	$68.52Mn
10	State Street Corp	0000093751	6,662,750	1.83%	▲3,124,774	+88.32%	$66.83Mn
11	Goldman Sachs Group Inc	0000886982	3,832,784	1.05%	▲512,617	+15.44%	$38.44Mn
12	UBS Group AG	0001610520	3,464,576	0.95%	▲858,834	+32.96%	$34.75Mn
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	3,210,138	0.88%	▲2,278,420	+244.54%	$32.20Mn
14	MARSHALL WACE, LLP	0001318757	3,050,046	0.84%	▼1,257,591	-29.19%	$30.59Mn
15	Northern Trust Corp	0000073124	2,602,089	0.71%	▲1,260,806	+94.00%	$26.10Mn
16	Clear Street Group Inc.	0001881567	2,564,927	0.70%	▲787,590	+44.31%	$25.73Mn
17	CAPITAL FUND MANAGEMENT S.A.	0001323645	2,524,608	0.69%	▼1,025,966	-28.90%	$25.32Mn
18	Greenhouse Funds LLLP	0001626220	2,159,213	0.59%	▲2,159,213	0.00%	$21.66Mn
19	Cetera Investment Advisers	0001666741	2,088,436	0.57%	▲564,511	+37.04%	$20.95Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,074,651	0.57%	▲806,032	+63.54%	$20.81Mn

Showing 1 to 20 of 523 holders