NuScale Power Corporation (SMR) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-24.10 pp), while top 10 holders maintain a highly concentrated 56.0% of value.
Institutional Ownership130.1%$1.7B total value · ▼ 24.10 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score58 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow483 holders+37 net flow (+118 / -81)
AI Insights & Key Takeaways
- Positive Institutional Flow (+37)
- Marquee funds including Susquehanna International Group, Llp and Citadel Advisors Llc maintain significant positions
- Top 10 holders control 56.0% of institutional value
- No Insider Signal
Top Institutional Holders of SMR
Ranked by reported Q1 2026 13F market value
Top 10 Holders
56.0%
Top 25 Holders
78.5%
Share of total reported institutional value in SMR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.8M | $139.3M | +19.1% | 9.595% | 0.00% |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.5M | $124.1M | +39.6% | 8.552% | 0.17% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.9M | $118.7M | — | 8.176% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | $116.3M | — | 8.015% | 0.00% |
| 5 | Marex Group plc | 9.1M | $98.6M | +378.4% | 6.794% | 0.27% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.0M | $97.4M | -41.3% | 6.707% | 0.01% |
| 7 | CITADEL ADVISORS LLC | 7.6M | $82.5M | -22.9% | 5.686% | 0.04% |
| 8 | MORGAN STANLEY | 7.1M | $76.5M | +33.6% | 5.267% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 5.5M | $59.1M | — | 4.074% | 0.09% |
| 10 | CAPITAL FUND MANAGEMENT S.A. | 4.7M | $51.4M | -2.9% | 3.543% | 0.28% |
| 11 | MARSHALL WACE, LLP | 4.3M | $46.7M | +849.7% | 3.217% | 0.05% |
| 12 | TWO SIGMA INVESTMENTS, LP | 3.7M | $40.5M | +26.5% | 2.791% | 0.03% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 3.7M | $40.4M | +15.7% | 2.785% | 0.00% |
| 14 | STATE STREET CORP | 3.5M | $38.4M | +19.4% | 2.642% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 3.3M | $36.0M | +228.8% | 2.479% | 0.00% |
| 16 | UBS Group AG | 2.8M | $30.0M | -8.5% | 2.066% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 2.1M | $22.4M | +33.4% | 1.540% | 0.00% |
| 18 | Clear Street Group Inc. | 1.8M | $19.3M | -83.9% | 1.327% | 0.08% |
| 19 | Squarepoint Ops LLC | 1.7M | $17.9M | -29.3% | 1.234% | 0.02% |
| 20 | Mirae Asset Global Investments Co., Ltd. | 1.6M | $17.4M | +95.4% | 1.200% | 0.01% |
| 21 | Samsung C&T Corp | 1.6M | $17.2M | 0.0% | 1.184% | 100.00% |
| 22 | Cetera Investment Advisers | 1.5M | $16.5M | +609.9% | 1.138% | 0.02% |
| 23 | Swedbank AB | 1.5M | $16.3M | +36.3% | 1.122% | 0.02% |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 1.4M | $14.8M | +2.2% | 1.018% | 0.00% |
| 25 | NORTHERN TRUST CORP | 1.3M | $14.5M | +20.8% | 1.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMR — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in SMR during Q1 2026, grouped by how each filer changed its position.
- BlackRock, Inc.$139.3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$97.4M
- CITADEL ADVISORS LLC$82.5M
- CAPITAL FUND MANAGEMENT S.A.$51.4M
- TWO SIGMA INVESTMENTS, LP$40.5M
- GEODE CAPITAL MANAGEMENT, LLC$40.4M
- STATE STREET CORP$38.4M
- UBS Group AG$30.0M
- Clear Street Group Inc.$19.3M
- Squarepoint Ops LLC$17.9M
- Samsung C&T Corp$17.2M
- UBS ASSET MANAGEMENT AMERICAS INC$14.8M
SMR Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 483 | +8.3% | 130.05% | 24.10 pp | $1.72B | 16% |
| Q4 2025 | 446 | 1.8% | 154.15% | 45.84 pp | $2.04B | 48% |
| Q3 2025 | 454 | +7.1% | 199.99% | +0.00 pp | $3.91B | +15% |
| Q2 2025 | 424 | +34% | 199.99% | +128.16 pp | $3.41B | +258% |
| Q1 2025 | 316 | +8.6% | 71.83% | 4.75 pp | $951M | 6.2% |
| Q4 2024 | 291 | +44% | 76.58% | +38.09 pp | $1.01B | +99% |
| Q3 2024 | 202 | +18% | 38.49% | +6.02 pp | $510M | +19% |
| Q2 2024 | 171 | — | 32.47% | — | $430M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SMR — Frequently Asked Questions
Quick answers to the most common questions about buying SMR stock.
What percentage of SMR is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of NuScale Power Corporation stands at 130.1%, held across 483 reporting institutions.
Who is the largest institutional holder of SMR?
BlackRock, Inc. is the largest reported institutional holder of SMR, with approximately 12,849,132 shares worth $0.14B as of Q1 2026.
Is SMR a hedge fund favorite?
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SMR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
What is SMR's Smart Money Score?
Our composite Smart Money Score for SMR is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought SMR this quarter?
118 institutions opened new positions in SMR during Q1 2026, while 81 fully exited. 109 added to existing positions and 253 trimmed.
How is institutional ownership of SMR changing?
SMR institutional ownership fell by 24.10 percentage points quarter-over-quarter, with a net change of +37 holders.
How concentrated is SMR ownership among the top holders?
The top 10 institutions account for 56.0% of all reported 13F value in SMR, and the top 25 account for 78.5%.
Where does this SMR institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.