Who owns NuScale (SMR)?
79 holders named in SEC filings declare between 34.0% and 49.4% of NuScale's shares outstanding, as of Jun 30, 2026. The largest are Vanguard (7.3%), VanEck (6.8%) and BlackRock (6.0%); the five largest hold 26.1% together. Another 438 institutions hold small positions worth 3.0%. At least 47.6% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 18.6% and sold 5.4% of the shares, a net purchase of 13.2%; 88 opened a position, 225 added, 95 reduced and 68 sold out. Biggest buyers: BlackRock (+13.0M shares) and VanEck (+9.3M shares). Biggest sellers: Renaissance Technologies (-5.5M) and HRT FINANCIAL LP (-2.2M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. raised its stake to 5.2% on Jun 30, 2026, Van Eck Associates Corporation raised its stake to 6.8% on Jun 30, 2026 and Fluor Corporation fell below 5% (3.1% still declared) on Apr 15, 2026. Over time, 512 managers declared NuScale in their 13F for Q2 2026, against 66 for Q2 2022: together at most 52.3% of the shares outstanding, against 2.5%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 7.3% | Jun 30, 2026 | Q2 2022 |
| VanEck | 13F | 6.8% | Jun 30, 2026 | Q2 2024 |
| BlackRock | 13F | 6.0% | Jun 30, 2026 | Q2 2022 |
| Mirae Asset | 13F | 3.0% | Jun 30, 2026 | Q4 2022 |
| Marex Group plc | 13F | 3.0% | Jun 30, 2026 | Q2 2025 |
| Two Sigma | 13F | 2.7% | Jun 30, 2026 | Q4 2023 |
| Morgan Stanley | 13F | 2.1% | Jun 30, 2026 | Q2 2022 |
| Geode Capital | 13F | 1.6% | Jun 30, 2026 | Q2 2022 |
| State Street | 13F | 1.6% | Jun 30, 2026 | Q2 2022 |
| UBS | 13F | 1.2% | Jun 30, 2026 | Q2 2022 |
| Goldman Sachs | 13F | 0.89% | Jun 30, 2026 | Q2 2022 |
| Susquehanna | 13F | 0.75% | Jun 30, 2026 | Q1 2023 |
| Marshall Wace | 13F | 0.71% | Jun 30, 2026 | Q4 2025 |
| Northern Trust | 13F | 0.61% | Jun 30, 2026 | Q2 2022 |
| Clear Street Group Inc. | 13F | 0.60% | Jun 30, 2026 | Q3 2025 |
| CAPITAL FUND MANAGEMENT S.A. | 13F | 0.59% | Jun 30, 2026 | Q1 2025 |
| Greenhouse Funds LLLP | 13F | 0.50% | Jun 30, 2026 | Q2 2026 |
| Cetera Investment Advisers | 13F | 0.49% | Jun 30, 2026 | Q2 2024 |
| Charles Schwab | 13F | 0.48% | Jun 30, 2026 | Q2 2022 |
| Korea Investment CORP | 13F | 0.40% | Jun 30, 2026 | Q1 2026 |
| Samsung C&T Corporation | 13F | 0.37% | Jun 30, 2026 | Q4 2024 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 13F | 0.35% | Jun 30, 2026 | Q4 2025 |
| Trexquant Investment LP | 13F | 0.33% | Jun 30, 2026 | Q4 2025 |
| RPG Investment Advisory, LLC | 13F | 0.32% | Jun 30, 2026 | Q4 2025 |
| Point72 | 13F | 0.31% | Jun 30, 2026 | Q1 2026 |
NuScale institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2022 | 100 | 5.2% | $229.1M | 66.4% |
| Q4 2023 | 120 | 7.1% | $100.5M | 43.5% |
| Q4 2024 | 295 | 13.7% | $1.1B | 40.6% |
| Q4 2025 | 455 | 30.3% | $1.8B | 28.6% |
| Q2 2026 | 512 | 52.3% | $2.3B | 27.0% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.