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SMR — NUSCALE PWR CORP

Reported value held$1.07B
Funds holding (latest)38
SectorIndustrials
Funds holding (Q2 2026)30
Institutional value$770.09M · 77.17M sh
New / Add / Cut / Exit1 / 20 / 9 / 5
Top-5 / Top-10 concentration74.6% / 90.7%
Institutional holdings change Accumulating +24.1% (+14.97M sh)
Institutional value change Up +14.5%

As of Q2 2026, 30 SEC-registered investment managers reported holding SMR (NUSCALE PWR CORP) in their latest 13F filings, with a combined reported value of $770.09M across 77.17M shares. That is +24.1% by share count (+14.97M shares) versus the previous quarter, while reported value moved +14.5%. Ownership is concentrated: the five largest holders account for 74.6% of reported value and the top ten for 90.7%.

Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 9 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SMR is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 25.86M $259.35M 0.00% Add
Two Sigma Investments history 11.66M $116.90M 0.09% Add
Morgan Stanley history 9.14M $91.66M 0.01% Add
Geode Capital Management history 6.83M $68.52M 0.00% Add
Goldman Sachs Group history 3.83M $38.44M 0.01% Add
Marshall Wace history 3.05M $30.59M 0.02% Reduce
D. E. Shaw & Co history 2.96M $29.64M 0.01% Add
Northern Trust Corp history 2.60M $26.10M 0.00% Add
Charles Schwab Investment Management history 2.07M $20.81M 0.00% Add
Citigroup Inc history 1.65M $16.53M 0.01% Add
Bank of America Corp history 1.20M $11.99M 0.00% Reduce
Citadel Advisors history 1.17M $11.73M 0.01% Reduce
BNY Mellon history 1.00M $10.06M 0.00% Add
Wells Fargo & Co history 982.20K $9.85M 0.00% Add
Millennium Management history 970.99K $9.74M 0.00% Reduce
Deutsche Bank AG history 359.55K $3.61M 0.00% Add
UBS Group AG history 274.56K $2.75M 0.00% Reduce
Manulife Financial history 231.64K $2.32M 0.00% Add
Balyasny Asset Management history 226.87K $2.28M 0.00% Reduce
Legal & General Investment Management America history 221.87K $2.23M 0.00% Add
Invesco Ltd history 207.90K $2.09M 0.00% Add
Prudential Financial history 53.63K $537.91K 0.00% Add
Fidelity Management & Research (FMR) history 50.18K $503.32K 0.00% Reduce
Point72 Asset Management history 50.00K $501.50K 0.00% Reduce
AQR Capital Management history 43.15K $432.77K 0.00% Add
PNC Financial Services history 39.48K $395.96K 0.00% Reduce
Amundi US history 28.37K $284.53K 0.00% Add
Principal Global Investors history 24.90K $249.78K 0.00% Add
T. Rowe Price Associates history 395.64K $3.97K 0.00% Add
JPMorgan Chase & Co history 100 $1.03K 0.00% New

Q1 2026 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 12.85M $139.28M 0.00% Add
Citadel Advisors history 7.61M $82.53M 0.01% Reduce
Morgan Stanley history 7.05M $76.45M 0.01% Add
Renaissance Technologies history 5.46M $59.14M 0.09% New
Marshall Wace history 4.31M $46.69M 0.05% Add
Two Sigma Investments history 3.74M $40.51M 0.04% Add
Geode Capital Management history 3.73M $40.43M 0.00% Add
Goldman Sachs Group history 3.32M $35.99M 0.00% Add
UBS Group AG history 2.77M $29.98M 0.01% Reduce
Bank of America Corp history 2.06M $22.35M 0.00% Add
Millennium Management history 1.48M $16.08M 0.01% Add
Northern Trust Corp history 1.34M $14.54M 0.00% Add
Charles Schwab Investment Management history 1.27M $13.75M 0.00% Add
Citigroup Inc history 930.47K $10.09M 0.00% Add
D. E. Shaw & Co history 810.79K $8.79M 0.01% Reduce
Wells Fargo & Co history 704.82K $7.64M 0.00% Reduce
Balyasny Asset Management history 609.40K $6.61M 0.01% Add
BNY Mellon history 482.52K $5.23M 0.00% Add
Point72 Asset Management history 427.96K $4.64M 0.01% Add
Fidelity Management & Research (FMR) history 235.92K $2.56M 0.00% Add
Manulife Financial history 148.43K $1.61M 0.00% Add
Deutsche Bank AG history 145.75K $1.58M 0.00% Add
Legal & General Investment Management America history 138.03K $1.50M 0.00% Reduce
Invesco Ltd history 97.61K $1.06M 0.00% Add
Janus Henderson Group history 80.72K $874.14K 0.00% Add
Soros Fund Management history 70.36K $762.70K 0.01% Reduce
PNC Financial Services history 42.09K $456.21K 0.00% Add
Prudential Financial history 24.70K $267.75K 0.00% New
Franklin Resources history 21.35K $231.47K 0.00% Add
Polen Capital Management history 21.25K $230.31K 0.00% Reduce
Amundi US history 18.58K $201.44K 0.00% Add
AQR Capital Management history 15.28K $165.58K 0.00% Reduce
Principal Global Investors history 11.51K $124.80K 0.00% New
T. Rowe Price Associates history 183.06K $1.99K 0.00% Add

Q4 2025 — 33 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 15.55M $220.27M 0.00% Add
BlackRock Inc history 10.79M $152.93M 0.00% Add
Citadel Advisors history 9.87M $139.87M 0.02% Add
Morgan Stanley history 5.28M $74.79M 0.01% Add
Geode Capital Management history 3.22M $45.66M 0.00% Add
UBS Group AG history 3.02M $42.85M 0.01% Add
Two Sigma Investments history 2.95M $41.86M 0.06% Add
D. E. Shaw & Co history 2.61M $36.98M 0.02% Reduce
Bank of America Corp history 1.55M $21.91M 0.00% Add
Charles Schwab Investment Management history 1.20M $17.03M 0.00% Add
Northern Trust Corp history 1.11M $15.73M 0.00% Reduce
Goldman Sachs Group history 1.01M $14.31M 0.00% Reduce
Wells Fargo & Co history 938.82K $13.30M 0.00% Reduce
Millennium Management history 578.24K $8.19M 0.00% Add
Marshall Wace history 453.59K $6.43M 0.01% New
Balyasny Asset Management history 425.11K $6.02M 0.01% Add
BNY Mellon history 395.87K $5.61M 0.00% Add
Point72 Asset Management history 317.90K $4.50M 0.01% New
Citigroup Inc history 272.52K $3.86M 0.00% Reduce
Soros Fund Management history 150.21K $2.13M 0.03% New
Legal & General Investment Management America history 142.58K $2.02M 0.00% Add
Fidelity Management & Research (FMR) history 136.43K $1.93M 0.00% Reduce
Deutsche Bank AG history 133.40K $1.89M 0.00% Add
Manulife Financial history 118.85K $1.68M 0.00% Add
Invesco Ltd history 81.20K $1.15M 0.00% Reduce
Janus Henderson Group history 65.50K $928.46K 0.00% Add
Polen Capital Management history 64.61K $915.60K 0.00% Reduce
AQR Capital Management history 55.78K $790.40K 0.00% Add
Franklin Resources history 15.99K $226.54K 0.00% Reduce
PNC Financial Services history 12.79K $181.22K 0.00% Add
Amundi US history 10.02K $141.91K 0.00% New
JPMorgan Chase & Co history 400 $5.67K 0.00% Hold
T. Rowe Price Associates history 134.47K $1.91K 0.00% Add

Q3 2025 — 31 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 11.06M $398.26M 0.01% Reduce
BlackRock Inc history 9.99M $359.79M 0.01% Add
Citadel Advisors history 7.42M $266.96M 0.04% Add
D. E. Shaw & Co history 3.64M $130.90M 0.08% Reduce
Geode Capital Management history 2.98M $107.46M 0.01% Add
Morgan Stanley history 2.92M $104.99M 0.01% Reduce
UBS Group AG history 2.02M $72.86M 0.01% Reduce
Goldman Sachs Group history 1.92M $69.19M 0.01% Add
Bank of America Corp history 1.47M $52.77M 0.00% Reduce
Wells Fargo & Co history 1.17M $42.10M 0.01% Add
Northern Trust Corp history 1.12M $40.24M 0.01% Add
Charles Schwab Investment Management history 1.09M $39.20M 0.01% Add
Fidelity Management & Research (FMR) history 512.75K $18.46M 0.00% Add
BNY Mellon history 392.30K $14.12M 0.00% Add
Citigroup Inc history 378.67K $13.63M 0.01% Add
Millennium Management history 312.01K $11.23M 0.01% Add
Legal & General Investment Management America history 132.75K $4.78M 0.00% Reduce
Two Sigma Investments history 121.13K $4.36M 0.01% Reduce
Manulife Financial history 108.79K $3.92M 0.00% Hold
Deutsche Bank AG history 102.30K $3.68M 0.00% Add
Invesco Ltd history 87.22K $3.14M 0.00% Reduce
Polen Capital Management history 83.54K $3.01M 0.01% Reduce
Janus Henderson Group history 50.80K $1.83M 0.00% Hold
AQR Capital Management history 36.52K $1.31M 0.00% Add
Balyasny Asset Management history 33.97K $1.22M 0.00% Reduce
Franklin Resources history 33.81K $1.22M 0.00% Add
Prudential Financial history 28.39K $1.02M 0.00% Add
Principal Global Investors history 9.71K $349.42K 0.00% Add
PNC Financial Services history 8.39K $301.97K 0.00% Add
JPMorgan Chase & Co history 400 $14.40K 0.00% Reduce
T. Rowe Price Associates history 115.51K $4.16K 0.00% Add

Q2 2025 — 43 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 11.91M $471.03M 0.01% Add
BlackRock Inc history 9.16M $362.36M 0.01% Add
BlackRock Inc history 9.16M $362.36M 0.01% Add
D. E. Shaw & Co history 6.63M $262.32M 0.20% Add
UBS Group AG history 4.64M $183.48M 0.03% Add
Morgan Stanley history 3.17M $125.34M 0.01% Add
Morgan Stanley history 3.17M $125.34M 0.01% Add
Citadel Advisors history 3.10M $122.44M 0.02% Hold
Citadel Advisors history 3.10M $122.44M 0.02% Hold
Geode Capital Management history 2.85M $112.94M 0.01% Add
Bank of America Corp history 2.33M $92.30M 0.01% Add
Two Sigma Investments history 1.46M $57.71M 0.11% Add
Two Sigma Investments history 1.46M $57.71M 0.11% Add
Northern Trust Corp history 1.09M $43.10M 0.01% Add
Charles Schwab Investment Management history 1.01M $40.03M 0.01% Add
Wells Fargo & Co history 940.74K $37.22M 0.01% Add
Goldman Sachs Group history 485.55K $19.21M 0.00% Add
Goldman Sachs Group history 485.55K $19.21M 0.00% Add
Fidelity Management & Research (FMR) history 442.21K $17.49M 0.00% Add
Fidelity Management & Research (FMR) history 442.21K $17.49M 0.00% Add
Moore Capital Management history 362.90K $14.36M 0.18% New
BNY Mellon history 356.68K $14.11M 0.00% Add
Marshall Wace history 332.51K $13.15M 0.01% New
Invesco Ltd history 321.67K $12.73M 0.00% Add
Millennium Management history 249.20K $9.86M 0.01% Add
Renaissance Technologies history 226.40K $8.96M 0.01% New
Renaissance Technologies history 226.40K $8.96M 0.01% New
Legal & General Investment Management America history 135.16K $5.35M 0.00% Add
Citigroup Inc history 131.87K $5.22M 0.00% Add
Manulife Financial history 108.90K $4.31M 0.00% Add
Deutsche Bank AG history 90.63K $3.59M 0.00% Add
Deutsche Bank AG history 90.63K $3.59M 0.00% Add
Polen Capital Management history 85.43K $3.38M 0.01% New
Balyasny Asset Management history 70.73K $2.80M 0.00% New
Janus Henderson Group history 50.80K $2.01M 0.00% Add
AQR Capital Management history 28.20K $1.12M 0.00% Reduce
Prudential Financial history 27.39K $1.08M 0.00% New
Franklin Resources history 19.33K $764.58K 0.00% Reduce
Principal Global Investors history 9.02K $356.75K 0.00% New
PNC Financial Services history 6.72K $265.69K 0.00% Add
JPMorgan Chase & Co history 1.10K $43.52K 0.00% Reduce
JPMorgan Chase & Co history 1.10K $43.52K 0.00% Reduce
T. Rowe Price Associates history 102.84K $4.07K 0.00% Add

Q1 2025 — 36 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 8.94M $126.60M 0.00% Add
BlackRock Inc history 6.83M $96.75M 0.00% Add
BlackRock Inc history 6.83M $96.75M 0.00% Add
D. E. Shaw & Co history 4.05M $57.33M 0.06% Add
UBS Group AG history 3.17M $44.86M 0.01% Add
Citadel Advisors history 3.09M $43.79M 0.01% Reduce
Citadel Advisors history 3.09M $43.79M 0.01% Reduce
Morgan Stanley history 2.36M $33.44M 0.00% Add
Morgan Stanley history 2.36M $33.44M 0.00% Add
Geode Capital Management history 2.28M $32.30M 0.00% Add
Bank of America Corp history 1.29M $18.26M 0.00% Add
Northern Trust Corp history 857.73K $12.15M 0.00% Add
Two Sigma Investments history 851.37K $12.06M 0.03% Add
Two Sigma Investments history 851.37K $12.06M 0.03% Add
Charles Schwab Investment Management history 847.87K $12.01M 0.00% Add
Wells Fargo & Co history 817.44K $11.57M 0.00% Reduce
Goldman Sachs Group history 468.84K $6.64M 0.00% Reduce
Goldman Sachs Group history 468.84K $6.64M 0.00% Reduce
Arrowstreet Capital history 266.81K $3.78M 0.00% Reduce
BNY Mellon history 258.63K $3.66M 0.00% Add
Legal & General Investment Management America history 104.81K $1.48M 0.00% Add
Manulife Financial history 92.39K $1.31M 0.00% Add
Millennium Management history 91.21K $1.29M 0.00% Reduce
Deutsche Bank AG history 76.08K $1.08M 0.00% Add
Deutsche Bank AG history 76.08K $1.08M 0.00% Add
Citigroup Inc history 74.95K $1.06M 0.00% Reduce
Invesco Ltd history 73.92K $1.05M 0.00% Add
Janus Henderson Group history 45.60K $681.95K 0.00% Add
AQR Capital Management history 37.61K $532.61K 0.00% Add
Franklin Resources history 19.55K $276.90K 0.00% New
Fidelity Management & Research (FMR) history 11.85K $167.73K 0.00% Reduce
Fidelity Management & Research (FMR) history 11.85K $167.73K 0.00% Reduce
PNC Financial Services history 3.66K $51.81K 0.00% Reduce
JPMorgan Chase & Co history 3.10K $43.90K 0.00% Add
JPMorgan Chase & Co history 3.10K $43.90K 0.00% Add
T. Rowe Price Associates history 64.23K $910 0.00% Add

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
BlackRock Inc 25.86M 12.85M 10.79M 9.99M 9.16M 6.83M 6.32M 5.71M — — — — — — — — —
Two Sigma Investments 11.66M 3.74M 2.95M 121.13K 1.46M 851.37K 487.04K 132.79K 132.79K 120.37K 303.03K — — — — — —
Morgan Stanley 9.14M 7.05M 5.28M 2.92M 3.17M 2.36M 1.06M 550.80K 522.54K 572.57K 315.33K 684.54K 602.73K 154.08K 115.70K 71.93K 25.07K
Geode Capital Management 6.83M 3.73M 3.22M 2.98M 2.85M 2.28M 1.97M 1.83M 1.51M 1.11M 1.08M 996.86K 865.61K 514.44K 436.73K 418.33K 260.01K
Goldman Sachs Group 3.83M 3.32M 1.01M 1.92M 485.55K 468.84K 1.63M 902.02K 224.26K 65.94K 76.74K 168.41K 189.70K 129.53K 85.45K 85.04K 59.06K
Marshall Wace 3.05M 4.31M 453.59K — 332.51K — — — — — — — — — — — —
D. E. Shaw & Co 2.96M 810.79K 2.61M 3.64M 6.63M 4.05M 3.15M 530.20K 310.39K — — — — — — — —
Northern Trust Corp 2.60M 1.34M 1.11M 1.12M 1.09M 857.73K 801.19K 666.01K 468.37K 449.90K 451.75K 452.89K 437.96K 239.85K 236.13K 231.20K 143.70K
Charles Schwab Investment Management 2.07M 1.27M 1.20M 1.09M 1.01M 847.87K 735.38K 677.25K 216.76K 145.19K 145.19K 145.19K 140.82K 79.16K 78.05K 76.82K 45.53K
Citigroup Inc 1.65M 930.47K 272.52K 378.67K 131.87K 74.95K 80.13K 57.77K 22.28K 20.72K 7.80K 1.53K 16.58K 456 682 524 1.16K
Bank of America Corp 1.20M 2.06M 1.55M 1.47M 2.33M 1.29M 367.39K 262.60K 132.49K 40.08K 110.50K 62.25K 66.82K 95.10K 89.81K 15.42K 17.59K
Citadel Advisors 1.17M 7.61M 9.87M 7.42M 3.10M 3.09M 3.17M 1.23M 890.20K 931.90K 735.70K 944.37K 473.80K 440.30K 281.00K 306.30K 83.90K
BNY Mellon 1.00M 482.52K 395.87K 392.30K 356.68K 258.63K 245.75K 207.51K 278.51K 141.13K 143.89K 148.64K 145.79K 88.70K 88.16K 87.86K 54.83K
Wells Fargo & Co 982.20K 704.82K 938.82K 1.17M 940.74K 817.44K 939.29K 675.67K 448.39K 401.09K 396.43K 415.39K 501.98K 603.00K 528.56K 385.05K 718
Millennium Management 970.99K 1.48M 578.24K 312.01K 249.20K 91.21K 931.07K 1.05M 1.07M 441.33K 440.26K 161.98K 312.08K 195.92K — 30.97K —
Deutsche Bank AG 359.55K 145.75K 133.40K 102.30K 90.63K 76.08K 75.40K 50.27K 33.38K 26.66K 27.56K 29.55K 25.42K 19.31K 13.34K 13.13K 8.11K
UBS Group AG 274.56K 2.77M 3.02M 2.02M 4.64M 3.17M 2.08M 175.09K 203.04K 60.53K 6.04K 87.08K 66.09K 32.17K 17.32K 10.90K 5.04K
Manulife Financial 231.64K 148.43K 118.85K 108.79K 108.90K 92.39K 34.01K 28.86K 29.55K 21.45K 21.98K 21.98K 21.90K 12.38K 12.38K — —
Balyasny Asset Management 226.87K 609.40K 425.11K 33.97K 70.73K — 11.16K — — 114.12K — — — — 10.06K 208.82K —
Legal & General Investment Management America 221.87K 138.03K 142.58K 132.75K 135.16K 104.81K 92.89K 80.06K 13.69K 5.82K 30.90K 31.45K 31.73K 19.05K 7.57K 2.94K 1.47K

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