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%.

HolderFilingShare of capitalAs ofHolding since (13F)
Vanguard13F7.3%Jun 30, 2026Q2 2022
VanEck13F6.8%Jun 30, 2026Q2 2024
BlackRock13F6.0%Jun 30, 2026Q2 2022
Mirae Asset13F3.0%Jun 30, 2026Q4 2022
Marex Group plc13F3.0%Jun 30, 2026Q2 2025
Two Sigma13F2.7%Jun 30, 2026Q4 2023
Morgan Stanley13F2.1%Jun 30, 2026Q2 2022
Geode Capital13F1.6%Jun 30, 2026Q2 2022
State Street13F1.6%Jun 30, 2026Q2 2022
UBS13F1.2%Jun 30, 2026Q2 2022
Goldman Sachs13F0.89%Jun 30, 2026Q2 2022
Susquehanna13F0.75%Jun 30, 2026Q1 2023
Marshall Wace13F0.71%Jun 30, 2026Q4 2025
Northern Trust13F0.61%Jun 30, 2026Q2 2022
Clear Street Group Inc.13F0.60%Jun 30, 2026Q3 2025
CAPITAL FUND MANAGEMENT S.A.13F0.59%Jun 30, 2026Q1 2025
Greenhouse Funds LLLP13F0.50%Jun 30, 2026Q2 2026
Cetera Investment Advisers13F0.49%Jun 30, 2026Q2 2024
Charles Schwab13F0.48%Jun 30, 2026Q2 2022
Korea Investment CORP13F0.40%Jun 30, 2026Q1 2026
Samsung C&T Corporation13F0.37%Jun 30, 2026Q4 2024
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.13F0.35%Jun 30, 2026Q4 2025
Trexquant Investment LP13F0.33%Jun 30, 2026Q4 2025
RPG Investment Advisory, LLC13F0.32%Jun 30, 2026Q4 2025
Point7213F0.31%Jun 30, 2026Q1 2026

NuScale institutional ownership over time

Quarter13F managersShare of the company (upper bound)Value declaredHeld by stock pickers
Q4 20221005.2%$229.1M66.4%
Q4 20231207.1%$100.5M43.5%
Q4 202429513.7%$1.1B40.6%
Q4 202545530.3%$1.8B28.6%
Q2 202651252.3%$2.3B27.0%

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.

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