Nuscale PowerSMR

13F holders, Q3 2024 (September 30)
205holders +26
60new positions
32sold out
5famous investors
$11.75avg. 13F price*

At the end of Q3 2024, 205 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 26 from Q2 2024. 60 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($90.2M), BlackRock, Inc. ($66.1M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($64.8M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Nuscale Power Corp.
CUSIP
67079K100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 134Q1 2024Q2 2024: 179Q2 2024Q3 2024: 205Q3 2024Q4 2024: 305Q4 2024Q1 2025: 323Q1 2025Q2 2025: 441Q2 2025Q3 2025: 475Q3 2025Q4 2025: 462Q4 2025Q1 2026: 496Q1 2026Q2 2026: 522Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions60$30.2M
Exits32$12.1M

All 13F filers, Q2 2024 → Q3 2024: 9,125,914 shares bought and 4,036,117 shares sold, net +5,089,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

Vanguard Group Inc. 0.00% Add +11.8% 7,792,646 $90.2M
BlackRock, Inc. 0.00% — 5,705,687 $66.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +22.7% 5,598,729 $64.8M
Swedbank AB 0.05% Add +0.0% 3,501,450 $40.5M
Van Eck Associates Corp. 0.03% Add +90.0% 1,235,457 $21.4M
Geode Capital Management, LLC 0.00% Add +21.0% 1,829,843 $21.2M
State Street Corp. 0.00% Add +10.2% 1,674,995 $19.4M
Millennium Management 0.01% Reduce -2.5% 1,045,651 $12.1M
SailingStone Capital Partners LLC 2.97% No change 816,697 $9.5M
FMR LLC 0.00% Reduce -73.3% 780,918 $9.0M
Invesco Ltd. 0.00% Reduce -31.4% 689,420 $8.0M
Charles Schwab Investment Management Inc. 0.00% Add +212.4% 677,248 $7.8M
Northern Trust Corp. 0.00% Add +42.2% 666,015 $7.7M
Goldman Sachs Group Inc. 0.00% Add +176.3% 592,017 $6.9M
Morgan Stanley 0.00% Add +5.4% 550,800 $6.4M
Wells Fargo & Company 0.00% Add +3.9% 465,673 $5.4M
D. E. Shaw & Co. 0.01% Add +388.7% 465,204 $5.4M
Rheos Capital Works Inc. 0.27% No change 450,000 $5.2M
Pinebridge Investments, L.P. 0.04% New 438,523 $5.1M
Baird Financial Group, Inc. 0.01% New 397,101 $4.6M
Royal Bank of Canada 0.00% Add +236.8% 353,363 $4.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +57.2% 351,777 $4.1M
Jane Street Group, LLC 0.01% Add +125.2% 329,544 $3.8M
Bantamac Capital, LLC 1.83% Add +2.4% 327,145 $3.8M
Wedbush Securities Inc. 0.14% Add +70.0% 320,600 $3.7M
TimesSquare Capital Management, LLC 0.04% New 250,000 $2.9M
Canal Insurance CO 0.59% Add +35.0% 216,000 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +167.2% 209,538 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -25.5% 207,508 $2.4M
1060 Capital, LLC 4.25% New 200,000 $2.3M
Nuveen Asset Management, LLC 0.00% No change 194,957 $2.3M
Polar Asset Management Partners Inc. 0.08% Reduce -43.6% 189,947 $2.2M
UBS Group AG 0.00% Reduce -13.8% 175,092 $2.0M
JPMorgan Chase & Co. 0.00% Add +204.0% 166,629 $1.9M
Bank of America Corp. 0.00% Add +51.3% 162,595 $1.9M
Raymond James & Associates 0.00% Add +900.7% 157,387 $1.8M
Squarepoint Ops LLC 0.01% Add +129.6% 153,686 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +112.8% 151,533 $1.8M
Barclays PLC 0.00% Add +472.3% 150,791 $1.7M
Philip James Wealth Mangement, LLC 0.21% New 143,034 $1.7M
Swiss National Bank 0.00% New 138,400 $1.6M
Two Sigma Investments, LP 0.00% No change 132,795 $1.5M
JT Stratford LLC 0.24% Reduce -19.7% 118,758 $1.4M
Stifel Financial Corp. 0.00% Add +581.8% 118,355 $1.4M
Verition Fund Management LLC 0.01% Add +319.9% 113,476 $1.3M
LPL Financial LLC 0.00% Reduce -28.2% 107,433 $1.2M
Rhumbline Advisers 0.00% Reduce -2.3% 101,919 $1.2M
Hel Ved Capital Management Ltd 0.55% No change 100,000 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -10.2% 94,082 $1.1M
Alliancebernstein L.P. 0.00% No change 94,040 $1.1M
Once Capital Management, LLC 0.48% New 90,500 $1.0M
Cetera Investment Advisers 0.00% Add +352.0% 88,944 $1.0M
MRP Capital Investments, LLC 0.95% Add +4.7% 86,500 $1.0M
AXA S.A. 0.00% New 80,700 $935K
SG Americas Securities, LLC 0.00% Reduce -58.9% 76,274 $883K
Exchange Traded Concepts, LLC 0.02% Add +40.9% 74,835 $867K
CastleKnight Management LP 0.10% New 73,600 $852K
Legal & General Group Plc 0.00% Add +433.7% 73,056 $846K
Gotham Asset Management 0.01% Add +110.5% 71,287 $826K
State of Wisconsin Investment Board 0.00% New 68,675 $795K
Mariner, LLC 0.00% Add +41.2% 67,874 $786K
Fox Hill Wealth Management 0.43% New 67,861 $786K
California State Teachers Retirement System 0.00% Add +1102.5% 67,617 $783K
Bokf, NA 0.01% Reduce -13.3% 65,000 $781K
Nishkama Capital, LLC 0.11% New 60,184 $697K
STRS Ohio 0.00% Add +8.7% 60,000 $695K
Citigroup Inc. 0.00% Add +159.3% 57,768 $669K
Franklin Resources Inc. 0.00% New 47,967 $669K
Parallel Advisors, LLC 0.02% No change 57,526 $666K
Allianz SE 0.02% New 55,900 $647K
HSBC Holdings PLC 0.00% Add +398.8% 56,087 $621K
Deutsche Bank AG 0.00% Add +50.6% 50,265 $582K
MetLife Investment Management, LLC 0.00% No change 45,363 $525K
Kestra Advisory Services, LLC 0.00% Add +17.0% 43,379 $502K
Corebridge Financial, Inc. 0.00% Add +1.4% 42,345 $490K
FORA Capital, LLC 0.06% New 40,686 $471K
Jade Capital Advisors, LLC 0.30% Add +33.3% 40,000 $463K
Portland Investment Counsel Inc. 0.17% No change 40,000 $463K
First Trust Advisors LP 0.00% New 39,972 $463K
Ameriprise Financial Inc. 0.00% Add +24.0% 39,239 $454K
Banque Cantonale Vaudoise 0.02% No change 36,254 $420K
Private Advisor Group, LLC 0.00% Add +20.6% 35,470 $411K
Susquehanna Portfolio Strategies, LLC 0.03% No change 33,147 $384K
Evanson Asset Management, LLC 0.03% Add +23.1% 32,000 $371K
Raymond James Financial Services Advisors, Inc. 0.00% Add +86.3% 31,225 $362K
Janus Henderson Group PLC 0.00% New 30,700 $357K
T. Rowe Price Associates Inc. 0.00% Add +5.7% 29,380 $341K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.3% 28,863 $334K
Rockefeller Capital Management L.P. 0.00% Add +28.4% 28,683 $332K
Engineers Gate Manager LP 0.01% New 28,166 $326K
Centiva Capital, LP 0.01% New 27,000 $313K
Voya Investment Management LLC 0.00% Reduce -1.3% 25,545 $296K
Susquehanna International Group, LLP 0.00% Add +13.1% 24,982 $289K
Handelsbanken Fonder AB 0.00% Add +68.1% 24,200 $280K
Benjamin Edwards Inc. 0.00% New 23,940 $277K
New York State Common Retirement Fund 0.00% Reduce -30.1% 22,272 $258K
Neuberger Berman Group LLC 0.00% New 20,664 $239K
D.A. Davidson & Co. 0.00% Add +1.5% 20,610 $239K
Arizona State Retirement System 0.00% New 20,395 $236K
Corient Private Wealth LP 0.00% New 19,816 $229K
Indie Asset Partners, LLC 0.16% Add +7.1% 18,800 $218K
Park Avenue Securities LLC 0.00% New 18,760 $217K
Truist Financial Corp. 0.00% Add +13.2% 17,140 $198K
Pictet Asset Management Holding SA 0.00% New 17,075 $198K
AQR Capital Management 0.00% New 16,735 $194K
OMERS ADMINISTRATION Corp 0.00% Reduce -10.7% 16,700 $193K
Kestra Private Wealth Services, LLC 0.00% Add +0.6% 16,550 $192K
Lincoln Capital LLC 0.04% No change 15,956 $185K
Intech Investment Management LLC 0.00% New 15,111 $175K
Allspring Global Investments Holdings, LLC 0.00% New 15,100 $175K
ProShare Advisors LLC 0.00% New 14,965 $173K
AlphaQuest LLC 0.02% Add +52.4% 14,950 $173K
Mirae Asset Global Investments Co., Ltd. 0.00% New 13,520 $170K
Kintra Wealth, LLC 0.11% Add +25.4% 14,558 $169K
Fox Run Management, L.L.C. 0.04% New 13,847 $160K
Per Stirling Capital Management, LLC. 0.02% Reduce -15.4% 13,774 $160K
Catalina Capital Group, LLC 0.05% Add +6.8% 12,638 $146K
HighTower Advisors, LLC 0.00% Add +7.3% 12,108 $140K
Farther Finance Advisors, LLC 0.01% No change 12,006 $139K
Entropy Technologies, LP 0.01% New 11,900 $138K
Clear Creek Financial Management, LLC 0.02% New 11,612 $134K
State Board of Administration of Florida Retirement System 0.00% New 11,580 $134K
Wolverine Trading, LLC 0.00% Reduce -38.6% 10,324 $130K
Avantax Advisory Services, Inc. 0.00% Reduce -26.4% 11,043 $128K
Peregrine Asset Advisers, Inc. 0.04% Reduce -15.4% 11,000 $127K
Tidal Investments LLC 0.00% New 10,176 $118K
TRUE Private Wealth Advisors 0.01% New 10,092 $117K
Sloy Dahl & Holst, LLC 0.02% Reduce -0.1% 10,064 $117K
Victory Capital Management Inc. 0.00% New 10,013 $116K
MYDA Advisors LLC 0.03% New 10,000 $116K
International Assets Investment Management, LLC 0.01% Add +80.0% 9,900 $115K
Walleye Trading LLC 0.00% Reduce -9.4% 9,487 $110K
Fortitude Family Office, LLC 0.04% No change 8,343 $97K
Ameritas Investment Partners, Inc. 0.00% No change 7,603 $88K
NFSG Corp 0.03% Add +452.0% 6,900 $80K
TFC Financial Management, Inc. 0.01% No change 6,405 $74K
Tower Research Capital LLC (TRC) 0.00% Reduce -50.5% 5,668 $66K
Cwm, LLC 0.00% Add +4593.8% 5,304 $61K
US Bancorp \de 0.00% New 4,643 $54K
NewEdge Advisors, LLC 0.00% Add +121.0% 4,419 $51K
TD Waterhouse Canada Inc. 0.00% Add +17.8% 4,300 $51K
Acadian Asset Management LLC 0.00% New 4,429 $51K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 3,760 $44K
Citadel Advisors 0.00% Add +109466.7% 3,287 $38K
Global Retirement Partners, LLC 0.00% Reduce -55.3% 3,080 $36K
Oliver Lagore Vanvalin Investment Group 0.01% No change 3,000 $35K
Continuum Advisory, LLC 0.00% New 1,401 $35K
Westside Investment Management, Inc. 0.01% No change 2,895 $34K
Anfield Capital Management, LLC 0.01% Add +65.0% 2,538 $29K
Hobbs Group Advisors, LLC 0.01% Reduce -91.0% 2,396 $28K
Federated Hermes, Inc. 0.00% New 2,310 $27K
Jones Financial Companies LLLP 0.00% Add +298.8% 1,994 $25K
Amalgamated Bank 0.00% No change 1,903 $22K
CIBC Private Wealth Group LLC 0.00% Add +209.6% 1,808 $21K
Federation des caisses Desjardins du Quebec 0.00% New 1,750 $20K
Leonteq Securities AG 0.00% Reduce -52.8% 1,700 $20K
Earned Wealth Advisors, LLC 0.01% New 1,566 $18K
Russell Investments Group, Ltd. 0.00% Add +1929.3% 1,522 $18K
Hexagon Capital Partners LLC 0.00% New 1,500 $17K
Summit Securities Group LLC 0.01% New 1,338 $15K
Stone House Investment Management, LLC 0.00% Add +666.7% 1,150 $13K
IFP Advisors, Inc 0.00% New 1,000 $12K
Salem Investment Counselors Inc. 0.00% No change 1,000 $12K
Allworth Financial LP 0.00% New 1,000 $12K
Signaturefd, LLC 0.00% Add +13.3% 850 $10K
Albion Financial Group 0.00% No change 840 $10K
Harbour Investments, Inc. 0.00% Reduce -0.3% 760 $9K
National Bank of Canada 0.00% Add +625.0% 725 $8K
Accordant Advisory Group Inc 0.01% No change 700 $8K
Evermay Wealth Management LLC 0.00% New 700 $8K
FNY Investment Advisers, LLC 0.00% New 739 $8K
Riggs Asset Managment Co. Inc. 0.00% No change 653 $8K
Creative Financial Designs Inc. 0.00% New 600 $7K
Principal Securities, Inc. 0.00% Add +56.7% 553 $6K
ORG Partners LLC 0.00% No change 500 $6K
GPS Wealth Strategies Group, LLC 0.00% New 500 $6K
Venturi Wealth Management, LLC 0.00% New 478 $6K
Nisa Investment Advisors, LLC 0.00% Add +24.2% 447 $5K
JNBA Financial Advisors 0.00% No change 400 $5K
Optiver Holding B.V. 0.00% Reduce -67.9% 359 $4K
Clearstead Advisors, LLC 0.00% No change 350 $4K
Toth Financial Advisory Corp. 0.00% No change 300 $3K
SouthState Bank Corp 0.00% No change 300 $3K
PFS Partners, LLC 0.00% No change 227 $3K
SWAN Capital LLC 0.00% New 200 $2K
Main Street Group, LTD 0.00% Add +100.0% 200 $2K
Aspire Private Capital, LLC 0.00% No change 200 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $2K
Bogart Wealth, LLC 0.00% No change 200 $2K
GAMMA Investing LLC 0.00% Add +726.1% 190 $2K
McClarren Financial Advisors, Inc. 0.00% No change 11 $2K
Rothschild Investment LLC 0.00% Add +123.1% 145 $2K
PNC Financial Services Group, Inc. 0.00% New 120 $1K
Comerica Bank 0.00% Add +625.0% 116 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 100 $1K
HHM Wealth Advisors, LLC 0.00% New 100 $1K
Sterling Capital Management LLC 0.00% — 80 $926
Hilltop National Bank 0.00% No change 75 $869
Tradewinds Capital Management, LLC 0.00% No change 50 $579
Larson Financial Group LLC 0.00% New 43 $498
MCF Advisors LLC 0.00% No change 40 $464
Aster Capital Management (DIFC) Ltd 0.00% — 23 $266
Wolff Wiese Magana LLC 0.00% No change 10 $116
Householder Group Estate & Retirement Specialist, LLC 0.00% New 66 $0
Covestor Ltd 0.00% New 8 $0

"% of holder's portfolio" is SMR's weight in each manager's 13F, not the share of Nuscale Power Corp. the manager owns.