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NuScale Power (SMR) Institutional Ownership

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$32.67 -2.31 (-6.59%)
Closing price 08/19/2025 03:59 PM Eastern
Extended Trading
$31.79 -0.88 (-2.71%)
As of 08/19/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
286
Total
Institutional Inflows
(last 12 months)
$592.72M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$285.54M
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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
8/19/2025Newbridge Financial Services Group Inc.13,255$524K0.1%-3.6%0.005%
8/19/2025Marex Group plc18,121$717K0.0%N/A0.006%
8/19/2025MRP Capital Investments LLC65,775$2.60M1.8%-5.6%0.023%
8/19/2025Advisory Services Network LLC10,596$419K0.0%-83.3%0.004%
8/19/2025Delos Wealth Advisors LLC1,300$51K0.0%N/A0.000%
8/16/2025 FORA Capital LLC140,275$5.55M0.6%N/A0.049%
8/16/2025 Headlands Technologies LLC136,444$5.40M0.6%-31.3%0.048%
8/15/2025 Tower Research Capital LLC TRC 15,244$603K0.0%-38.7%0.005%
8/15/2025 Caz Investments LP1,000$40K0.2%-83.3%0.000%
8/15/2025 Rakuten Securities Inc.22,462$889K0.3%+119.9%0.008%
8/15/2025 Florida Financial Advisors LLC11,176$442K0.1%-27.5%0.004%
8/15/2025 Captrust Financial Advisors16,838$666K0.0%+42.7%0.006%
8/15/2025 Monimus Capital Management LP1,810$72K0.1%N/A0.001%
8/15/2025 Voleon Capital Management LP10,419$412K0.0%-80.1%0.004%
8/15/2025 Snowden Capital Advisors LLC18,511$732K0.0%+46.9%0.007%
8/15/2025 Oxford Asset Management LLP8,305$329K0.1%N/A0.003%
8/15/2025 Orion Porfolio Solutions LLC32,663$1.29M0.0%+9.4%0.011%
8/15/2025 MML Investors Services LLC37,705$1.49M0.0%-25.5%0.013%
8/15/2025 Man Group plc856,337$33.88M0.1%N/A0.301%
8/15/2025 EVR Research LP90,000$3.56M1.5%-35.7%0.032%
8/15/2025 Engineers Gate Manager LP26,229$1.04M0.0%-82.4%0.009%
8/15/2025 BNP Paribas Financial Markets358,742$14.19M0.0%-20.9%0.126%
8/15/2025 Brevan Howard Capital Management LP75,181$2.97M0.0%N/A0.026%
8/15/2025 Balyasny Asset Management L.P.70,729$2.80M0.0%N/A0.025%
8/15/2025 Bank of America Corp DE2,333,248$92.30M0.0%+80.9%0.820%
8/15/2025 Ameriprise Financial Inc.42,064$1.66M0.0%-21.7%0.015%
8/14/2025 Ausdal Financial Partners Inc.8,948$354K0.0%N/A0.003%
8/14/2025 California State Teachers Retirement System107,881$4.27M0.0%+1.6%0.038%
8/14/2025 Raymond James Financial Inc.360,564$14.26M0.0%+113.4%0.127%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,964,165$235.94M0.5%-12.8%2.097%
8/14/2025 The Manufacturers Life Insurance Company 108,902$4.31M0.0%+17.9%0.038%
8/14/2025 Sei Investments Co.24,345$963K0.0%N/A0.009%
8/14/2025 NewEdge Advisors LLC45,087$1.78M0.0%+12.9%0.016%
8/14/2025 Qube Research & Technologies Ltd513,673$20.32M0.0%+55.7%0.181%
8/14/2025 State Street Corp2,736,187$108.24M0.0%+37.5%0.962%
8/14/2025 Federated Hermes Inc.4,111$163K0.0%+344.4%0.001%
8/13/2025 Jump Financial LLC73,308$2.90M0.0%-32.4%0.026%
8/13/2025 Per Stirling Capital Management LLC.6,160$244K0.0%-53.4%0.002%
8/13/2025 Bosun Asset Management LLC73,385$2.90M0.9%-20.2%0.026%
8/13/2025 Flow Traders U.S. LLC5,973$236K0.0%N/A0.002%
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8/13/2025 Capital Advisors Wealth Management LLC8,240$326K0.1%N/A0.003%
8/13/2025 Marshall Wace LLP332,509$13.15M0.0%N/A0.117%
8/13/2025 Baird Financial Group Inc.290,529$11.49M0.0%-29.7%0.102%
8/13/2025 First Trust Advisors LP248,313$9.82M0.0%+944.8%0.087%
8/13/2025 EverSource Wealth Advisors LLC1,694$67K0.0%+187.6%0.001%
8/13/2025 Invesco Ltd.321,669$12.73M0.0%+335.2%0.113%
8/13/2025 Trek Financial LLC60,892$2.41M0.2%N/A0.021%
8/13/2025 1832 Asset Management L.P.163,200$6.46M0.0%N/A0.057%
8/13/2025 JT Stratford LLC54,812$2.17M0.3%-22.3%0.019%
8/13/2025 PharVision Advisers LLC5,215$206K0.3%N/A0.002%
8/13/2025 Blueshift Asset Management LLC15,156$600K0.2%N/A0.005%
8/13/2025 New York State Common Retirement Fund40,172$1.59M0.0%+66.2%0.014%
8/13/2025 Portland Investment Counsel Inc.45,000$1.72M0.5%+12.5%0.016%
8/13/2025 Hsbc Holdings PLC33,281$1.32M0.0%+217.3%0.012%
8/13/2025 Northwestern Mutual Wealth Management Co.1,905$75K0.0%-16.0%0.001%
8/13/2025 State Board of Administration of Florida Retirement System27,425$1.09M0.0%+52.4%0.010%
8/13/2025 Lauer Wealth LLC8,107$310K0.3%-23.7%0.003%
8/13/2025 Russell Investments Group Ltd.6,088$241K0.0%+263.0%0.002%
8/12/2025 Inceptionr LLC6,582$260K0.1%N/A0.002%
8/12/2025 Financial Advocates Investment Management25,029$990K0.1%-9.3%0.009%
8/12/2025 Steward Partners Investment Advisory LLC20,430$808K0.0%+57.2%0.007%
8/12/2025 Horizon Kinetics Asset Management LLC12,950$512K0.0%-4.4%0.005%
8/12/2025 Ameritas Investment Partners Inc.12,946$512K0.0%+46.1%0.005%
8/12/2025 Global Retirement Partners LLC11,081$438K0.0%N/A0.004%
8/12/2025 Prudential Financial Inc.27,395$1.08M0.0%N/A0.010%
8/12/2025 Rhumbline Advisers189,247$7.49M0.0%+50.5%0.067%
8/12/2025 AXQ Capital LP10,753$425K0.1%N/A0.004%
8/12/2025 Legal & General Group Plc135,156$5.35M0.0%+28.9%0.048%
8/12/2025 DNB Asset Management AS27,365$1.08M0.0%+32.5%0.010%
8/12/2025 Entropy Technologies LP6,955$275K0.0%N/A0.002%
8/12/2025 Magnetar Financial LLC86,346$3.42M0.0%N/A0.030%
8/12/2025 Swiss National Bank228,700$9.05M0.0%+14.3%0.080%
8/12/2025 Handelsbanken Fonder AB36,500$1.44M0.0%+50.8%0.013%
8/12/2025 Ensign Peak Advisors Inc29,700$1.18M0.0%+15.8%0.010%
8/11/2025 TD Waterhouse Canada Inc.2,641$95K0.0%+14.8%0.001%
8/11/2025 TRUE Private Wealth Advisors13,203$522K0.1%-30.4%0.005%
8/11/2025 Rothschild Investment LLC1,125$45K0.0%+45.2%0.000%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH23,460$928K0.0%-31.4%0.008%
8/8/2025 Rockefeller Capital Management L.P.66,101$2.62M0.0%N/A0.023%
8/8/2025 Intech Investment Management LLC91,362$3.61M0.0%+72.3%0.032%
8/8/2025 Thoroughbred Financial Services LLC30,070$1.19M0.1%N/A0.011%
8/8/2025 Cetera Investment Advisers123,476$4.89M0.0%-5.3%0.043%
8/8/2025 Creative Planning74,339$2.94M0.0%+253.0%0.026%
8/8/2025 SG Americas Securities LLC15,988$632K0.0%N/A0.006%
8/8/2025 Meridian Wealth Management LLC5,843$231K0.0%N/A0.002%
8/8/2025 Foundations Investment Advisors LLC34,060$1.35M0.0%N/A0.012%
8/8/2025 Kaizen Financial Strategies15,641$619K0.3%+8.3%0.005%
8/8/2025 Police & Firemen s Retirement System of New Jersey28,682$1.14M0.0%+45.8%0.010%
8/8/2025 Geode Capital Management LLC2,854,664$112.94M0.0%+25.2%1.004%
8/8/2025 PNC Financial Services Group Inc.6,716$266K0.0%+83.5%0.002%
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8/8/2025 KBC Group NV3,181$126K0.0%-18.7%0.001%
8/8/2025 SBI Securities Co. Ltd.37,686$1.49M0.0%-20.3%0.013%
8/8/2025 Tiemann Investment Advisors LLC13,500$534K0.2%-3.6%0.005%
8/7/2025 Allworth Financial LP9,734$385K0.0%+15.3%0.003%
8/7/2025 Fidelis Capital Partners LLC6,242$247K0.0%N/A0.002%
8/7/2025 ProShare Advisors LLC26,003$1.03M0.0%+32.8%0.009%
8/7/2025 Los Angeles Capital Management LLC26,806$1.06M0.0%N/A0.009%
8/6/2025 AE Wealth Management LLC10,199$403K0.0%-4.0%0.004%
8/6/2025 Wedbush Securities Inc.49,027$1.94M0.1%-87.4%0.017%
8/6/2025 SouthState Corp2,300$91K0.0%+666.7%0.001%
(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, 336 institutional investors and hedge funds held shares of NuScale Power. The most heavily invested institutionals were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($235.94M), Vanguard Group Inc. ($126.60M), Geode Capital Management LLC ($112.94M), State Street Corp ($108.24M), Bank of America Corp DE ($92.30M), Swedbank AB ($63.38M), and Samsung C&T Corp ($46.75M).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 311 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), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.83M), Van ECK Associates Corp ($1.81M), Mirae Asset Global Investments Co. Ltd. ($1.66M), 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 27,242,564 shares in the last 24 months. This purchase volume represents approximately $592.72M in transactions.

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

Of the 83 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), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($877.67K), Invesco Ltd. ($654.67K), CloudAlpha Capital Management Limited Hong Kong ($577.79K), and Polar Asset Management Partners Inc. ($493.32K).

How much institutional selling is happening at NuScale Power?

Institutional investors have sold a total of 12,595,571 shares in the last 24 months. This volume of shares sold represents approximately $285.54M in transactions.



This page (NYSE:SMR) was last updated on 8/20/2025 by MarketBeat.com Staff
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