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NuScale Power (SMR) Institutional Ownership

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$51.15 +3.30 (+6.89%)
Closing price 03:59 PM Eastern
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$50.88 -0.26 (-0.51%)
As of 07:59 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)
219
Total
Institutional Inflows
(last 12 months)
$361.55M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$183.75M
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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
7/24/2025Mengis Capital Management Inc.5,075$201K0.0%N/A0.002%
7/24/2025Total Wealth Planning & Management Inc.13,200$522K0.4%-9.3%0.005%
7/24/2025IFP Advisors Inc1,745$69K0.0%+55.7%0.001%
7/23/2025Hager Investment Management Services LLC3,699$146K0.1%N/A0.001%
7/23/2025Clear Creek Financial Management LLC35,294$1.40M0.1%+31.7%0.012%
7/23/2025Castle Rock Wealth Management LLC8,906$352K0.1%N/A0.003%
7/23/2025Kingswood Wealth Advisors LLC35,386$1.40M0.1%-2.5%0.012%
7/23/2025KLP Kapitalforvaltning AS28,600$1.13M0.0%+5.1%0.010%
7/23/2025Tcfg Wealth Management LLC13,885$549K0.2%N/A0.005%
7/23/2025Prime Capital Investment Advisors LLC5,211$206K0.0%N/A0.002%
7/22/2025 Chung Wu Investment Group LLC5,500$218K0.2%N/A0.002%
7/22/2025 Wealthcare Advisory Partners LLC6,737$267K0.0%N/A0.002%
7/22/2025 Accel Wealth Management5,802$230K0.1%N/A0.002%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,474$217K0.0%N/A0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.299,640$11.85M0.0%+434.4%0.105%
7/18/2025 Philip James Wealth Mangement LLC29,630$1.17M0.1%-74.3%0.010%
7/18/2025 Woodward Diversified Capital LLC53,581$2.12M1.1%N/A0.019%
7/18/2025 B.O.S.S. Retirement Advisors LLC39,021$1.54M0.4%+10.3%0.014%
7/18/2025 Consolidated Portfolio Review Corp13,043$516K0.1%N/A0.005%
7/18/2025 Truist Financial Corp47,645$1.89M0.0%+23.3%0.017%
7/18/2025 Union Bancaire Privee UBP SA4,612$182K0.0%+9.1%0.002%
7/17/2025 Janney Montgomery Scott LLC57,001$2.26M0.0%-32.8%0.020%
7/17/2025 Albion Financial Group UT2,045$81K0.0%+26.2%0.001%
7/16/2025 Cox Capital Mgt LLC7,250$287K0.2%N/A0.003%
7/16/2025 Cadent Capital Advisors LLC29,963$1.19M0.4%+30.5%0.011%
7/16/2025 TB Alternative Assets Ltd.80,237$3.17M0.6%-80.9%0.028%
7/15/2025 Wealth Effects LLC46,600$1.84M0.7%-3.3%0.016%
7/15/2025 Evanson Asset Management LLC13,150$520K0.0%-12.3%0.005%
7/15/2025 Financial Management Professionals Inc.3,219$127K0.0%+514.3%0.001%
7/15/2025 Sheets Smith Wealth Management8,223$325K0.0%N/A0.003%
7/14/2025 Acropolis Investment Management LLC5,278$209K0.0%N/A0.002%
7/14/2025 GAMMA Investing LLC712$28K0.0%-34.4%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC9,650$382K0.0%N/A0.003%
7/14/2025 Toth Financial Advisory Corp1,710$68K0.0%+185.0%0.001%
7/14/2025 Southland Equity Partners LLC8,417$333K0.1%N/A0.003%
7/14/2025 Park Avenue Securities LLC35,789$1.42M0.0%-1.8%0.013%
7/14/2025 Sowell Financial Services LLC25,645$1.02M0.0%+91.4%0.009%
7/11/2025 Bouvel Investment Partners LLC80,287$3.18M1.1%N/A0.028%
7/11/2025 Farther Finance Advisors LLC17,766$703K0.0%+37.7%0.006%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,750$69K0.0%N/A0.001%
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7/10/2025 Ferguson Wellman Capital Management Inc.7,700$305K0.0%N/A0.003%
7/10/2025 Exchange Traded Concepts LLC334,898$13.25M0.2%+35.4%0.118%
7/10/2025 Wealth Enhancement Advisory Services LLC18,918$748K0.0%+8.0%0.007%
7/10/2025 Swedbank AB1,602,130$63.38M0.1%-33.3%0.563%
7/9/2025 PFW Advisors LLC5,463$216K0.1%N/A0.002%
7/9/2025 Fiduciary Alliance LLC7,354$291K0.0%N/A0.003%
7/9/2025 MFG Wealth Management Inc.46,231$1.83M1.5%N/A0.016%
7/8/2025 MRA Advisory Group8,036$318K0.1%N/A0.003%
7/8/2025 Parallel Advisors LLC58,529$2.32M0.0%-4.8%0.021%
7/7/2025 Fox Hill Wealth Management121,796$4.82M2.5%+29.1%0.043%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.784$31K0.0%+84.5%0.000%
7/1/2025 Burkett Financial Services LLC700$28K0.0%-41.7%0.000%
6/27/2025Goldman Sachs Group Inc.468,840$6.64M0.0%-71.3%0.165%
6/23/2025 Swedbank AB2,402,125$34.01M0.0%+6.7%0.845%
6/18/2025Voya Investment Management LLC24,050$341K0.0%-4.2%0.008%
5/29/2025Rhumbline Advisers125,708$1.78M0.0%+12.8%0.044%
5/21/2025Geneos Wealth Management Inc.4,240$60K0.0%N/A0.001%
5/20/2025Focus Partners Wealth19,327$274K0.0%-9.7%0.007%
5/20/2025Integrity Alliance LLC.17,219$244K0.0%+56.3%0.006%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,845,116$26.13M0.0%+1,220.7%0.653%
5/16/2025Voleon Capital Management LP 52,363$741K0.1%N/A0.019%
5/16/2025Goldman Sachs Group Inc.468,840$6.64M0.0%-71.3%0.166%
5/16/2025Jones Financial Companies Lllp16,793$238K0.0%+9.1%0.006%
5/16/2025NewEdge Advisors LLC39,936$565K0.0%-20.1%0.014%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,841,836$96.88M0.2%+20.3%2.422%
5/16/2025Integrated Wealth Concepts LLC27,546$390K0.0%N/A0.010%
5/16/2025Bosun Asset Management LLC91,942$1.30M0.6%-57.3%0.033%
5/16/2025AQR Capital Management LLC37,614$533K0.0%+37.4%0.013%
5/16/2025Alyeska Investment Group L.P.212,716$3.01M0.0%-50.0%0.075%
5/15/2025Perbak Capital Partners LLP33,396$473K0.4%N/A0.012%
5/15/2025Royal Bank of Canada457,276$6.48M0.0%+623.4%0.162%
5/15/2025Graham Capital Management L.P.105,118$1.49M0.0%N/A0.037%
5/15/2025Baird Financial Group Inc.413,507$5.86M0.0%+3.4%0.146%
5/15/2025EVR Research LP140,000$1.98M0.6%+180.0%0.050%
5/14/2025Per Stirling Capital Management LLC.13,223$187K0.0%-18.7%0.005%
5/14/2025Corebridge Financial Inc.44,302$627K0.0%+5.2%0.016%
5/14/2025MetLife Investment Management LLC53,100$752K0.0%+3.6%0.019%
5/14/2025Jump Financial LLC108,405$1.54M0.0%N/A0.038%
5/14/2025Kestra Advisory Services LLC74,586$1.06M0.0%+8.0%0.026%
5/14/2025Tiemann Investment Advisors LLC14,000$198K0.1%-9.7%0.005%
5/14/2025JT Stratford LLC70,550$999K0.2%-3.0%0.025%
5/14/2025Hsbc Holdings PLC10,490$149K0.0%-80.4%0.004%
5/14/2025Quantbot Technologies LP1,883$27K0.0%N/A0.001%
5/13/2025Northern Trust Corp857,728$12.15M0.0%+7.1%0.304%
5/13/2025Cookson Peirce & Co. Inc.53,926$764K0.0%+20.9%0.019%
5/13/2025Caitong International Asset Management Co. Ltd16,187$229K0.2%N/A0.006%
5/13/2025 Fox Hill Wealth Management94,334$1.34M0.8%+6.0%0.033%
5/13/2025Stone House Investment Management LLC3,550$50K0.0%N/A0.001%
5/13/2025HighTower Advisors LLC43,457$615K0.0%+137.7%0.015%
5/12/2025Nuveen LLC209,113$2.96M0.0%N/A0.074%
Trump’s Endgame? (R.I.P. China) (Ad)

Tucked inside a Silicon Valley factory, a bold new tech is quietly emerging—one that could ignite a $12 trillion U.S. manufacturing boom. Dubbed Trump’s “New Golden Age” tech, this breakthrough has drawn praise from Elon Musk and NVIDIA’s CEO—and early investors may have a rare chance to get in ahead of the crowd.

See why this could be the biggest shift in manufacturing in decades
5/12/2025Aigen Investment Management LP11,412$162K0.0%N/A0.004%
5/12/2025Virtu Financial LLC144,455$2.05M0.1%+162.7%0.051%
5/12/2025Invesco Ltd.73,916$1.05M0.0%+112.7%0.026%
5/12/2025Benjamin Edwards Inc.37,773$535K0.0%+63.2%0.013%
5/12/2025Townsquare Capital LLC21,677$307K0.0%N/A0.008%
5/12/2025Swiss National Bank200,100$2.83M0.0%+19.3%0.071%
5/9/2025Deutsche Bank AG76,082$1.08M0.0%+0.9%0.027%
5/9/2025Headlands Technologies LLC198,520$2.81M0.3%+18.7%0.070%
5/9/2025Charles Schwab Investment Management Inc.847,869$12.01M0.0%+15.3%0.300%
5/9/2025Vanguard Group Inc.8,940,535$126.60M0.0%+6.1%3.166%
(Data available from 1/1/2016 forward)

SMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMR shares?

During the previous two years, 271 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were Vanguard Group Inc. ($126.60M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($96.88M), Swedbank AB ($63.38M), Samsung C&T Corp ($46.75M), Geode Capital Management LLC ($35.25M), Van ECK Associates Corp ($31.32M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($26.13M).Learn more on NuScale Power's institutional investors.

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

78.37% of NuScale Power's stock is owned by institutional investors. Learn more on SMR's institutional investor holdings.

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

Of the 250 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: Swedbank AB ($3.65M), Samsung C&T Corp ($2.61M), Van ECK Associates Corp ($1.85M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.83M), Mirae Asset Global Investments Co. Ltd. ($1.83M), Vanguard Group Inc. ($1.35M), and Arrowstreet Capital Limited Partnership ($1.27M).

How much institutional buying is happening at NuScale Power?

Institutional investors have bought a total of 22,462,108 shares in the last 24 months. This purchase volume represents approximately $362.28M in transactions.

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

Of the 51 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: Goldman Sachs Group Inc. ($2.33M), FMR LLC ($2.15M), Swedbank AB ($2.05M), Invesco Ltd. ($654.67K), Polar Asset Management Partners Inc. ($493.32K), Renaissance Technologies LLC ($371.30K), and TB Alternative Assets Ltd. ($339.13K).

How much institutional selling is happening at NuScale Power?

Institutional investors have sold a total of 10,299,790 shares in the last 24 months. This volume of shares sold represents approximately $183.75M in transactions.


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This page (NYSE:SMR) was last updated on 7/24/2025 by MarketBeat.com Staff
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