Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 499 institutions that hold shares in the stock, with a total of 80.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,228
shares
|
$194,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
5,215
shares
|
$194,310
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,211
shares
|
$194,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,210
shares
|
$194,124
0.0% of portfolio
|
Q2 2025
Reduced 70.55%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,165
shares
|
$192,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
5,075
shares
|
$189,094
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
5,072
shares
|
$188,982
0.33% of portfolio
|
Q2 2025
Added 489.77%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,981
shares
|
$185,592
0.0% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,800
shares
|
$178,848
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
4,612
shares
|
$171,843
0.0% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,573
shares
|
$170,389
0.01% of portfolio
|
Q2 2025
Added 6164.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,569
shares
|
$170,240
0.06% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,351
shares
|
$162,118
0.01% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4,245
shares
|
$158,168
0.02% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,120
shares
|
$153,511
0.0% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
4,111
shares
|
$153,175
0.0% of portfolio
|
Q2 2025
Added 344.43%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
3,898
shares
|
$145,239
0.06% of portfolio
|
Q2 2025
Reduced 59.37%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
3,699
shares
|
$137,824
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,550
shares
|
$132,273
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,219
shares
|
$119,939
0.01% of portfolio
|
Q2 2025
Added 514.31%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,181
shares
|
$118,524
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
3,117
shares
|
$116,139
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,929
shares
|
$109,134
0.0% of portfolio
|
Q2 2025
Added 77.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,923
shares
|
$108,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,641
shares
|
$98,403
0.0% of portfolio
|
Q2 2025
Added 14.83%
|