Who owns NuScale Power (SMR)
Which tracked institutional funds hold SMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
71 tracked funds added or opened SMR while 86 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SMR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 493 tracked filers holding SMR, 310 increased or opened the position and 185 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$119M
- VANGUARD CAPITAL MANAGEMENT LLC$116M
- RENAISSANCE TECHNOLOGIES LLC$59M
- VANGUARD FIDUCIARY TRUST CO$13M
- Korea Investment CORP$7M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
Full exits 25
- VANGUARD GROUP INC$220M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$49M
- JANE STREET GROUP, LLC$29M
- AMERICAN CENTURY COMPANIES INC$16M
- Virtu Financial LLC$3M
- Connor, Clark & Lunn Investment Management Ltd.$2M
Largest adds
- Marex Group plc$72M
- VAN ECK ASSOCIATES CORP$54M
- MARSHALL WACE, LLP$40M
- GOLDMAN SACHS GROUP INC$29M
- Cetera Investment Advisers$13M
- HRT FINANCIAL LP$13M
Largest trims
- Clear Street Group Inc.$106M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$51M
- Qube Research & Technologies Ltd$20M
- BARCLAYS PLC$17M
- CITADEL ADVISORS LLC$17M
- BlackRock, Inc.$14M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,857,274 | $259M | 10.8% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 20,032,960 | $217M | 9.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 11,452,161 | $124M | 5.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,948,169 | $119M | 5.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 11,655,351 | $117M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,732,371 | $116M | 4.9% | 2026-Q1 |
| Marex Group plc added | 9,098,178 | $99M | 4.1% | 2026-Q1 |
| MORGAN STANLEY added | 7,052,969 | $76M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 6,662,750 | $67M | 2.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 5,455,800 | $59M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,728,930 | $40M | 1.7% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 3,550,574 | $38M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,320,167 | $36M | 1.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 3,050,046 | $31M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 2,605,742 | $28M | 1.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 2,247,770 | $24M | 1.0% | 2026-Q1 |
| Tidal Investments LLC added | 2,233,266 | $24M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,062,232 | $22M | 0.9% | 2026-Q1 |
| Clear Street Group Inc. trimmed | 1,777,337 | $19M | 0.8% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 1,607,540 | $17M | 0.7% | 2026-Q1 |
| Samsung C&T Corp | 1,585,804 | $17M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 1,523,925 | $17M | 0.7% | 2026-Q1 |
| Swedbank AB added | 1,502,300 | $16M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,362,567 | $15M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,341,283 | $15M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 1,286,088 | $14M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,268,619 | $14M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,314,239 | $13M | 0.6% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,186,060 | $13M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,162,819 | $13M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 1,122,877 | $12M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,169,399 | $12M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,071,015 | $12M | 0.5% | 2026-Q1 |
| RPG Investment Advisory, LLC added | 1,043,473 | $11M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 984,681 | $11M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 931,718 | $10M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 780,181 | $8M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 730,465 | $8M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 704,821 | $8M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 679,629 | $7M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 726,990 | $7M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 625,650 | $7M | 0.3% | 2026-Q1 |
| Korea Investment CORP new | 610,287 | $7M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 602,681 | $7M | 0.3% | 2026-Q1 |
| ONCE CAPITAL MANAGEMENT, LLC added | 563,100 | $6M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 543,555 | $6M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 560,617 | $6M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 482,517 | $5M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 491,446 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 425,695 | $4M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 400,000 | $4M | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 396,610 | $4M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 395,636 | $4M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 336,859 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 335,800 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 335,898 | $4M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 300,215 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 288,480 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 267,093 | $3M | 0.1% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 188,000 | $3M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 243,026 | $3M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 234,003 | $3M | 0.1% | 2026-Q1 |
| Canal Insurance CO | 232,890 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 232,663 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 230,807 | $3M | 0.1% | 2026-Q1 |
| PEAK6 LLC new | 228,817 | $2M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 243,890 | $2M | 0.1% | 2026-Q2 |
| HOHIMER WEALTH MANAGEMENT, LLC added | 222,383 | $2M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 226,868 | $2M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 207,993 | $2M | 0.1% | 2026-Q1 |
| CAZ INVESTMENTS LP added | 206,500 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 157,310 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 200,601 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 15,545,018 | $220M | 9.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 1,444,019 | $52M | 2.2% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 3,457,486 | $49M | 2.0% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 915,975 | $33M | 1.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 2,080,093 | $29M | 1.2% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC new | 1,130,383 | $16M | 0.7% | 2025-Q4 stale |
| Allianz Asset Management GmbH new | 398,518 | $14M | 0.6% | 2025-Q3 stale |
| Vennlight Capital Management, LP new | 192,406 | $7M | 0.3% | 2025-Q3 stale |
| Headlands Technologies LLC added | 181,733 | $7M | 0.3% | 2025-Q3 stale |
| Global IMC LLC new | 131,677 | $5M | 0.2% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 130,230 | $5M | 0.2% | 2025-Q2 stale |
| AXIOM INVESTORS LLC /DE new | 140,612 | $5M | 0.2% | 2025-Q3 stale |
| Calamos Advisors LLC new | 113,667 | $4M | 0.2% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 103,571 | $4M | 0.2% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 266,805 | $4M | 0.2% | 2025-Q1 stale |
| EVR Research LP trimmed | 90,000 | $4M | 0.1% | 2025-Q2 stale |
| Magnetar Financial LLC new | 86,346 | $3M | 0.1% | 2025-Q2 stale |
| TB Alternative Assets Ltd. trimmed | 80,237 | $3M | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 219,491 | $3M | 0.1% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC trimmed | 73,385 | $3M | 0.1% | 2025-Q2 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 74,256 | $3M | 0.1% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. new | 173,449 | $2M | 0.1% | 2025-Q4 stale |
| Trek Financial, LLC new | 60,892 | $2M | 0.1% | 2025-Q2 stale |
| Lisanti Capital Growth, LLC new | 65,274 | $2M | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC added | 62,530 | $2M | 0.1% | 2025-Q3 stale |
| COOKSON PEIRCE & CO INC added | 61,142 | $2M | 0.1% | 2025-Q3 stale |
| Andar Capital Management HK Ltd new | 60,000 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.