Nuscale Power Corp (SMR) Ownership

19.77 ↑0.76 (4.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Nuscale Power Corp (SMR), owning a total of 7.8 million shares. Combined, the top 63 institutional holders of SMR own 56.61% of the company with a total of 52.6 million shares.

In the latest ownership report on September 30th 2024, the top 63 institutional holders increased their combined ownership of SMR by 2.6 million shares. 16 institutions bought 5,562,704 total additional shares and increased their ownership by an average of 64.92%. However 4 institutions sold 2,985,279 total shares and decreased their ownership by an average of 38.64%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Nuscale Power Corp increased by a net total of 2,577,425 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.708%	11.841%	7,792,646	825,039	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5.538%	22.688%	5,598,729	1,035,329	2024-09-30
Swedbank AB	3.464%	0.027%	3,501,450	950	2024-09-30
Geode Capital Management, LLC	1.810%	20.977%	1,829,843	317,285	2024-09-30
State Street Corp	1.657%	10.152%	1,674,995	154,368	2024-09-30
Van Eck Associates Corporation	1.222%	90.022%	1,235,457	585,292	2024-09-30
Millennium Management LLC	1.034%	-2.519%	1,045,651	-27,019	2024-09-30
SailingStone Capital Partners LLC	0.808%	0.000%	816,697	0	2024-09-30
FMR Inc	0.772%	-73.339%	780,918	-2,148,092	2024-09-30
Amvescap Plc.	0.682%	-31.423%	689,420	-315,896	2024-09-30
Charles Schwab Investment Management Inc	0.670%	212.440%	677,248	460,487	2024-09-30
Northern Trust Corp	0.659%	42.198%	666,015	197,644	2024-09-30
Goldman Sachs Group Inc	0.586%	176.304%	592,017	377,754	2024-09-30
Morgan Stanley - Brokerage Accounts	0.545%	-47.296%	550,800	-494,272	2024-09-30
Wells Fargo & Co	0.461%	3.853%	465,673	17,278	2024-09-30
D. E. Shaw & Co LP	0.460%	388.690%	465,204	370,010	2024-09-30
SBI Rheos Hifumi Inc	0.445%	0.000%	450,000	0	2024-09-30
PineBridge Investments	0.434%	0.000%	438,523	438,523	2024-09-30
Baird Financial Group, Inc.	0.393%	0.000%	397,101	397,101	2024-09-30
UBS Asset Mgmt Americas Inc	0.359%	57.208%	351,777	128,012	2024-09-30
OPTIONS SOLUTIONS, LLC	0.334%	2.389%	327,145	7,632	2024-09-30
TimesSquare Capital Management, LLC	0.255%	0.000%	250,000	250,000	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.708%	11.841%	7,792,646	825,039	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5.538%	22.688%	5,598,729	1,035,329	2024-09-30
BlackRock Inc	4.930%	40.930%	4,984,434	1,447,609	2024-06-30
G.F.W. Energy XII, L.P.	6.306%	0.000%	4,696,924	0	2023-03-31
Swedbank AB	3.464%	0.027%	3,501,450	950	2024-09-30
Mirae Asset Global Investments (Korea) Co Ltd	2.208%	-42.353%	1,955,189	-1,436,481	2024-03-31
Geode Capital Management, LLC	1.810%	20.977%	1,829,843	317,285	2024-09-30
State Street Corp	1.657%	10.152%	1,674,995	154,368	2024-09-30
Van Eck Associates Corporation	1.222%	90.022%	1,235,457	585,292	2024-09-30
Valiant Capital Management LP	1.313%	0.000%	1,162,400	1,162,400	2024-03-31
Millennium Management LLC	1.034%	-2.519%	1,045,651	-27,019	2024-09-30
State Street Corporation	1.094%	-2.027%	1,036,251	-21,442	2024-03-31
Macquarie Group Ltd	0.991%	-2.969%	859,549	-26,299	2023-12-31
SailingStone Capital Partners LLC	0.808%	0.000%	816,697	0	2024-09-30
FMR Inc	0.772%	-73.339%	780,918	-2,148,092	2024-09-30
Amvescap Plc.	0.682%	-31.423%	689,420	-315,896	2024-09-30
Charles Schwab Investment Management Inc	0.670%	212.440%	677,248	460,487	2024-09-30
Northern Trust Corp	0.659%	42.198%	666,015	197,644	2024-09-30
Rheos Capital Works Inc	0.808%	93.750%	620,000	300,000	2023-09-30
Goldman Sachs Group Inc	0.586%	176.304%	592,017	377,754	2024-09-30
Citadel Advisors Llc	0.649%	1,874.410%	562,667	534,169	2023-09-30
Morgan Stanley - Brokerage Accounts	0.545%	-47.296%	550,800	-494,272	2024-09-30
Wells Fargo & Co	0.461%	3.853%	465,673	17,278	2024-09-30
D. E. Shaw & Co LP	0.460%	388.690%	465,204	370,010	2024-09-30
Renaissance Technologies Corp	0.490%	425.850%	463,800	375,600	2024-03-31
SBI Rheos Hifumi Inc	0.445%	0.000%	450,000	0	2024-09-30
PineBridge Investments	0.434%	0.000%	438,523	438,523	2024-09-30
Baird Financial Group, Inc.	0.393%	0.000%	397,101	397,101	2024-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.473%	-33.963%	363,367	-186,884	2023-09-30
UBS Asset Mgmt Americas Inc	0.359%	57.208%	351,777	128,012	2024-09-30
Easterly Investment Partners.	0.470%	132.701%	349,750	199,450	2023-09-30
Polar Asset Management Partners	0.344%	42.343%	336,871	100,210	2024-06-30
Clear Sky Advisers, LLC	0.456%	91.429%	335,000	160,000	2022-12-31
OPTIONS SOLUTIONS, LLC	0.334%	2.389%	327,145	7,632	2024-09-30
Bank of New York Mellon Corp	0.285%	97.344%	278,513	137,382	2024-06-30
EAM Investors, LLC	0.261%	0.000%	255,475	255,475	2024-06-30
TimesSquare Capital Management, LLC	0.255%	0.000%	250,000	250,000	2024-09-30
Squarepoint Ops LLC	0.301%	286.835%	240,174	178,087	2023-12-31
Katahdin Capital	0.315%	0.000%	233,000	0	2023-03-31
Susquehanna International Group, LLP	0.245%	18.162%	212,632	32,683	2023-12-31
Balyasny Asset Management LLC	0.403%	0.000%	208,819	208,819	2022-09-30
Point72 Asset Management, L.P.	0.228%	0.000%	197,400	197,400	2023-09-30
KEY GROUP HOLDINGS (CAYMAN), LTD.	0.229%	0.000%	175,825	0	2023-09-30
JGP Global Gestao de Recursos Ltda.	0.328%	0.000%	170,000	170,000	2022-09-30
Rockefeller Capital Management L.P.	0.221%	159.209%	164,289	100,908	2023-03-31
Canal Insurance Co	0.181%	0.000%	160,000	0	2024-06-30
Susquehanna Portfolio Strategies LLC	0.199%	0.000%	158,795	158,795	2023-12-31
BCJ Capital Management, LLC	0.210%	41.382%	155,744	45,586	2023-03-31
Advisor Group Holdings, Inc.	0.169%	1.338%	149,345	1,972	2024-03-31
Allspring Global Investments Holdings, LLC	0.209%	-53.143%	146,430	-166,077	2022-12-31
Credit Suisse First Boston (CSFB)	0.153%	-40.980%	135,269	-93,922	2024-03-31
BOOTHBAY FUND MANAGEMENT, LLC	0.191%	72.180%	133,529	55,977	2022-12-31
Raymond James & Associates	0.178%	18.890%	130,671	20,762	2023-03-31
Adage Capital Partners Gp LLC	0.185%	0.000%	129,260	0	2023-03-31
Group One Trading, LP	0.144%	-39.163%	127,807	-82,275	2023-12-31
Two Sigma Investments LLC	0.136%	-60.277%	120,372	-182,654	2024-03-31
Appleseed Capital	0.159%	494.000%	111,375	92,625	2022-12-31
Nuveen Asset Management, LLC	0.159%	186.616%	110,482	71,935	2022-09-30
Franklin Resources Inc	0.207%	0.000%	107,353	107,353	2022-09-30
Advisory Research Inc	0.151%	-2.132%	104,586	-2,278	2022-12-31
McGowan Group Asset Management, Inc.	0.164%	0.000%	84,868	84,868	2022-09-30
EXANE Derivatives	0.100%	0.000%	51,750	51,750	2022-06-30
AllianceBernstein L.P.	0.076%	217.742%	39,400	27,000	2022-09-30

Mutual Fund Ownership

Global X Uranium ETF is the biggest individual fund holder of Nuscale Power Corp (SMR), owning a total of 5.4 million shares. Combined, the top 49 mutual fund holders of SMR own 44.73% of the company with a total of 41.6 million shares.

In the latest ownership report on November 30th 2024, the top 49 fund holders increased their combined ownership of SMR by 1.3 million shares. 1 funds bought 464 total additional shares and increased their ownership by an average of 0.11%. However 2 funds sold 1,350,000 total shares and decreased their ownership by an average of 37.5%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Nuscale Power Corp decreased by a net total of -1,349,536 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.192%	0.000%	2,216,216	0	2024-11-30
Swedbank Robur Allemansfond Komplett	1.484%	-40.000%	1,500,000	-1,000,000	2024-11-30
VanEck Uranium & Nuclear ETF	1.416%	0.000%	1,431,390	0	2024-11-30
iShares Russell 2000 Growth ETF	0.703%	0.000%	711,035	0	2024-11-30
Swedbank Robur Kapitalinvest	0.643%	-35.000%	650,000	-350,000	2024-11-30
Schwab US Small-Cap ETF™	0.409%	0.112%	413,759	464	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Global X Uranium ETF	5.301%	0.000%	5,359,135	0	2024-11-27
Global X Uranium ETF USD	5.272%	-0.555%	5,329,387	-29,748	2024-11-29
Vanguard Total Stock Mkt Idx Inv	2.399%	0.161%	2,425,123	3,896	2024-10-31
iShares Russell 2000 ETF	2.192%	0.000%	2,216,216	0	2024-11-30
Vanguard Small Cap Index	1.883%	0.195%	1,903,162	3,700	2024-10-31
Swedbank Robur Allemansfond Komplett	1.484%	-40.000%	1,500,000	-1,000,000	2024-11-30
VanEck Uranium & Nuclear ETF	1.416%	0.000%	1,431,390	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.694%	0.000%	1,294,240	0	2023-03-31
Vanguard Small Cap Value Index Inv	1.270%	-0.035%	1,283,952	-444	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.258%	-0.707%	1,272,182	-9,058	2024-10-31
Fidelity Growth Compy Commingled Pl 3	1.676%	3.344%	1,248,610	40,400	2023-07-31
Fidelity® Growth Company	1.085%	-21.035%	832,996	-221,900	2023-11-30
Fidelity Small Cap Index	0.797%	1.293%	805,997	10,292	2024-09-30
Invesco Dorsey Wright IndustrialsMomtETF	0.780%	1.235%	788,605	9,618	2024-11-29
iShares Russell 2000 Growth ETF	0.703%	0.000%	711,035	0	2024-11-30
Vanguard Extended Market Index Investor	0.886%	0.000%	660,071	0	2023-08-31
Swedbank Robur Kapitalinvest	0.643%	-35.000%	650,000	-350,000	2024-11-30
Fidelity Growth Compy Commingled Pl O	0.671%	-42.131%	635,688	-462,800	2024-07-31
VanEck Uranium and Nclr Tchs ETF A $ Acc	0.588%	0.000%	594,439	0	2024-11-29
Victory Global Energy Transition A	0.558%	0.000%	563,808	0	2024-09-30
LF Canlife Global Equity C Acc	0.753%	-1.499%	560,770	-8,531	2023-06-30
Fidelity Growth Company Fund	0.584%	-31.535%	553,371	-254,888	2024-07-31
WS Canlife Global Equity C Acc	0.633%	0.000%	549,184	0	2023-12-31
Fidelity® Small Cap Index	0.681%	2.777%	523,143	14,135	2023-10-31
Fidelity Global Innovators Cl F	0.496%	-0.499%	501,574	-2,517	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.495%	-3.360%	500,512	-17,400	2024-10-31
Invesco Dorsey Wright SmallCap Momt ETF	0.526%	0.000%	498,210	0	2024-09-30
Fidelity Extended Market Index	0.471%	-4.037%	475,937	-20,022	2024-10-31
Schwab US Small-Cap ETF™	0.409%	0.112%	413,759	464	2024-11-30
Vanguard Small Cap Growth Index Inv	0.526%	0.076%	391,617	296	2023-08-31
Vanguard Russell 2000 ETF	0.357%	-0.618%	360,707	-2,244	2024-10-31
Allspring (Lux) WW Glb L/SEq IPUSD Acc	0.481%	-17.120%	358,094	-73,967	2023-08-31
YieldMax Ultra Option Income Strat ETF	0.346%	0.000%	350,000	0	2024-11-29
WS Canlife North American C Acc	0.383%	0.000%	331,857	0	2023-12-31
LF Canlife North American C Acc	0.435%	0.000%	324,260	0	2023-06-30
Macquarie Global Natural Resources	0.428%	880.066%	314,415	282,334	2022-09-30
iShares Russell 2000 Value ETF	0.425%	0.562%	312,284	1,746	2023-06-21
State St Russell Sm Cap® Indx SL Cl I	0.327%	52.947%	302,158	104,600	2024-06-30
Fidelity® Growth Company K6	0.385%	-27.865%	295,177	-114,022	2023-11-30
Delaware Ivy Natural Resources A	0.330%	-1.657%	291,934	-4,919	2023-12-31
Fidelity Growth Company K6	0.324%	0.507%	286,808	1,448	2024-05-31
Fidelity® Series Growth Company	0.369%	4.041%	283,200	11,000	2023-10-31
Delaware Climate Solutions Y	0.306%	-3.326%	271,027	-9,323	2023-12-31
Fidelity® Extended Market Index	0.352%	0.000%	270,007	0	2023-11-30
Fidelity Series Growth Company	0.213%	-0.528%	188,400	-1,000	2024-04-30
Allspring Small Company Val	0.312%	-30.514%	161,605	-70,968	2022-10-31
Allspring Small Company Value Admin	0.278%	-30.272%	144,190	-62,599	2022-10-31
Delaware Ivy VIP Energy II	0.278%	-1.694%	144,102	-2,483	2022-09-30
Delaware Ivy VIP Natural Resources II	0.272%	0.000%	140,793	0	2022-09-30