NuScale Power Ownership 2024 | Who Owns NuScale Power Now?
Institutional Ownership
47.47%
Insider Ownership
16.96%
Retail Ownership
35.57%
Institutional Holders
185.00
NuScale Power Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.75% | 0.00% | 6,967,607 | 1,501,740 | 27.47% | 81,451,326 | Jun 30, 2024 |
| BLACKROCK INC. | 6.26% | 0.00% | 4,984,434 | 1,447,609 | 40.93% | 58,268,033 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.73% | 0.13% | 4,563,400 | 4,563,400 | 100.00% | 53,346,146 | Jun 30, 2024 |
| SWEDBANK AB | 4.40% | 0.05% | 3,500,500 | 500 | 0.01% | 40,920,845 | Jun 30, 2024 |
| FMR LLC | 3.68% | 0.00% | 2,929,010 | -43,052 | -1.45% | 34,240,127 | Jun 30, 2024 |
| STATE STREET CORP | 1.91% | 0.00% | 1,520,627 | 484,376 | 46.74% | 17,776,130,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.90% | 0.00% | 1,512,558 | 401,693 | 36.16% | 17,685,158 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 1.55% | 0.04% | 1,232,400 | 220,000 | 21.73% | 14,406,756 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.35% | 0.01% | 1,072,670 | 631,341 | 143.05% | 12,539,512 | Jun 30, 2024 |
| INVESCO LTD. | 1.26% | 0.00% | 1,005,316 | 993,674 | 8535.25% | 11,752,144 | Jun 30, 2024 |
| SAILINGSTONE CAPITAL PARTNERS LLC | 1.03% | 3.38% | 816,697 | - | - | 9,547,188 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.82% | 0.01% | 650,165 | 650,165 | 100.00% | 7,600,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.66% | 0.00% | 522,536 | -50,032 | -8.74% | 6,108,452 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.59% | 0.00% | 468,371 | 18,467 | 4.10% | 5,475,257,000 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.57% | 0.28% | 450,000 | 200,000 | 80.00% | 5,261,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.56% | 0.00% | 448,395 | 47,302 | 11.79% | 5,241,737 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.42% | 0.08% | 336,871 | 100,210 | 42.34% | 3,938,022 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.40% | 2.21% | 319,513 | 113,710 | 55.25% | 3,735,107 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.35% | 0.00% | 278,513 | 137,382 | 97.34% | 3,255,818 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.32% | 0.49% | 255,475 | 255,475 | 100.00% | 2,986,503 | Jun 30, 2024 |
NuScale Power's largest institutional shareholder is VANGUARD GROUP INC, holding 8.75% of the company's total share outstanding, currently valued at $81.45M. The top 10 institutional shareholders own together 36.80% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SAILINGSTONE CAPITAL PARTNERS LLC | 1.03% | 3.38% | 816,697 | - | - | 9,547,188 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.40% | 2.21% | 319,513 | 113,710 | 55.25% | 3,735,107 | Jun 30, 2024 |
| MRP CAPITAL INVESTMENTS, LLC | 0.10% | 0.90% | 82,600 | 82,600 | 100.00% | 965,594 | Jun 30, 2024 |
| CANAL INSURANCE CO | 0.20% | 0.49% | 160,000 | - | - | 1,870,000 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.32% | 0.49% | 255,475 | 255,475 | 100.00% | 2,986,503 | Jun 30, 2024 |
| JT STRATFORD LLC | 0.19% | 0.32% | 147,929 | 147,929 | 100.00% | 1,729,290 | Jun 30, 2024 |
| HEL VED CAPITAL MANAGEMENT LTD | 0.13% | 0.32% | 100,000 | 100,000 | 100.00% | 1,169,000 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.11% | 0.30% | 84,400 | 84,400 | 100.00% | 986,636 | Jun 30, 2024 |
| ESSEX PRIVATE WEALTH MANAGEMENT, LLC | 0.01% | 0.30% | 10,000 | - | - | 116,900 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.57% | 0.28% | 450,000 | 200,000 | 80.00% | 5,261,000 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.18% | 0.25% | 146,300 | - | - | 1,710,247 | Jun 30, 2024 |
| JADE CAPITAL ADVISORS, LLC | 0.04% | 0.25% | 30,000 | 30,000 | 100.00% | 350,700 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.07% | 0.20% | 55,300 | 55,300 | 100.00% | 646,457 | Jun 30, 2024 |
| PORTLAND INVESTMENT COUNSEL INC. | 0.05% | 0.17% | 40,000 | - | - | 467,600 | Jun 30, 2024 |
| INDIE ASSET PARTNERS, LLC | 0.02% | 0.16% | 17,550 | 1,150 | 7.01% | 205,160 | Jun 30, 2024 |
| MYDA ADVISORS LLC | 0.06% | 0.13% | 50,000 | 50,000 | 100.00% | 584,500 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.73% | 0.13% | 4,563,400 | 4,563,400 | 100.00% | 53,346,146 | Jun 30, 2024 |
| L & S ADVISORS INC | 0.12% | 0.13% | 94,535 | 94,535 | 100.00% | 1,105,114 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.03% | 0.12% | 26,600 | 26,600 | 100.00% | 310,954 | Jun 30, 2024 |
| EVERGREEN WEALTH SOLUTIONS, LLC | 0.01% | 0.10% | 11,611 | 11,611 | 100.00% | 135,733 | Jun 30, 2024 |
The largest NuScale Power shareholder by % of total assets is SAILINGSTONE CAPITAL PARTNERS LLC. The company owns 816.70K shares of NuScale Power (SMR), representing 3.38% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.73% | 0.13% | 4,563,400 | 4,563,400 | 100.00% | 53,346,146 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.75% | 0.00% | 6,967,607 | 1,501,740 | 27.47% | 81,451,326 | Jun 30, 2024 |
| BLACKROCK INC. | 6.26% | 0.00% | 4,984,434 | 1,447,609 | 40.93% | 58,268,033 | Jun 30, 2024 |
| INVESCO LTD. | 1.26% | 0.00% | 1,005,316 | 993,674 | 8535.25% | 11,752,144 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.82% | 0.01% | 650,165 | 650,165 | 100.00% | 7,600,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.35% | 0.01% | 1,072,670 | 631,341 | 143.05% | 12,539,512 | Jun 30, 2024 |
| STATE STREET CORP | 1.91% | 0.00% | 1,520,627 | 484,376 | 46.74% | 17,776,130,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.90% | 0.00% | 1,512,558 | 401,693 | 36.16% | 17,685,158 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.32% | 0.49% | 255,475 | 255,475 | 100.00% | 2,986,503 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.28% | 0.00% | 223,765 | 223,765 | 100.00% | 2,615,813 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 1.55% | 0.04% | 1,232,400 | 220,000 | 21.73% | 14,406,756 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.27% | 0.00% | 215,200 | 215,200 | 100.00% | 2,515,688 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.57% | 0.28% | 450,000 | 200,000 | 80.00% | 5,261,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.00% | 214,263 | 148,328 | 224.96% | 2,504,735 | Jun 30, 2024 |
| JT STRATFORD LLC | 0.19% | 0.32% | 147,929 | 147,929 | 100.00% | 1,729,290 | Jun 30, 2024 |
| UBS GROUP AG | 0.26% | 0.00% | 203,037 | 142,504 | 235.42% | 2,373,503 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.35% | 0.00% | 278,513 | 137,382 | 97.34% | 3,255,818 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.23% | 0.01% | 185,342 | 131,570 | 244.68% | 2,167,000 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.40% | 2.21% | 319,513 | 113,710 | 55.25% | 3,735,107 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.14% | 0.00% | 109,603 | 109,603 | 100.00% | 1,281,259 | Jun 30, 2024 |
As of Jun 30 2024, NuScale Power's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 4.56M stocks of SMR, valued at $53.35M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -1,955,189 | -100.00% | - | Jun 30, 2024 |
| VALIANT CAPITAL MANAGEMENT, L.P. | - | - | - | -1,000,000 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.00% | 92,500 | -371,300 | -80.06% | 1,081,325 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.11% | 0.00% | 91,100 | -216,200 | -70.35% | 1,064,959 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -136,910 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -114,119 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -104,877 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -93,200 | -100.00% | - | Jun 30, 2024 |
| MURCHINSON LTD. | - | - | - | -91,000 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.02% | 0.00% | 15,728 | -67,529 | -81.11% | 183,860 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -62,800 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.66% | 0.00% | 522,536 | -50,032 | -8.74% | 6,108,452 | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.13% | 0.00% | 104,785 | -44,560 | -29.84% | 1,224,844 | Jun 30, 2024 |
| FMR LLC | 3.68% | 0.00% | 2,929,010 | -43,052 | -1.45% | 34,240,127 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.04% | 0.00% | 33,653 | -37,080 | -52.42% | 393,000 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | - | - | - | -36,200 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.10% | 0.00% | 81,100 | -31,600 | -28.04% | 948,059 | Jun 30, 2024 |
| TORNO CAPITAL, LLC | 0.03% | 0.01% | 26,000 | -31,500 | -54.78% | 303,940 | Jun 30, 2024 |
| PRIVATE CAPITAL ADVISORS, INC. | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, NuScale Power's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -1.96M shares of SMR, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.73% | 0.13% | 4,563,400 | 4,563,400 | 100.00% | 53,346,146 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.82% | 0.01% | 650,165 | 650,165 | 100.00% | 7,600,000 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.32% | 0.49% | 255,475 | 255,475 | 100.00% | 2,986,503 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.27% | 0.00% | 215,200 | 215,200 | 100.00% | 2,515,688 | Jun 30, 2024 |
| JT STRATFORD LLC | 0.19% | 0.32% | 147,929 | 147,929 | 100.00% | 1,729,290 | Jun 30, 2024 |
| HEL VED CAPITAL MANAGEMENT LTD | 0.13% | 0.32% | 100,000 | 100,000 | 100.00% | 1,169,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.12% | 0.00% | 95,194 | 95,194 | 100.00% | 1,112,818 | Jun 30, 2024 |
| L & S ADVISORS INC | 0.12% | 0.13% | 94,535 | 94,535 | 100.00% | 1,105,114 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.11% | 0.30% | 84,400 | 84,400 | 100.00% | 986,636 | Jun 30, 2024 |
| MRP CAPITAL INVESTMENTS, LLC | 0.10% | 0.90% | 82,600 | 82,600 | 100.00% | 965,594 | Jun 30, 2024 |
| BOKF, NA | 0.09% | 0.02% | 75,000 | 75,000 | 100.00% | 876,750 | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | 0.07% | 0.20% | 55,300 | 55,300 | 100.00% | 646,457 | Jun 30, 2024 |
| CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG | 0.07% | 0.05% | 53,877 | 53,877 | 100.00% | 629,822 | Jun 30, 2024 |
| MYDA ADVISORS LLC | 0.06% | 0.13% | 50,000 | 50,000 | 100.00% | 584,500 | Jun 30, 2024 |
| MARINER, LLC | 0.06% | 0.00% | 48,058 | 48,058 | 100.00% | 561,798 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 41,751 | 41,751 | 100.00% | 488,069 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.05% | 0.00% | 37,074 | 37,074 | 100.00% | 433,395 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.04% | 0.01% | 35,845 | 35,845 | 100.00% | 419,028 | Jun 30, 2024 |
| GREYLIN INVESTMENT MANAGEMENT, INC | 0.04% | 0.07% | 35,109 | 35,109 | 100.00% | 410,424 | Jun 30, 2024 |
| JADE CAPITAL ADVISORS, LLC | 0.04% | 0.25% | 30,000 | 30,000 | 100.00% | 350,700 | Jun 30, 2024 |
| CANTOR FITZGERALD, L. P. | 0.04% | 0.06% | 27,900 | 27,900 | 100.00% | 326,151 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.00% | 27,022 | 27,022 | 100.00% | 315,887 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.03% | 0.12% | 26,600 | 26,600 | 100.00% | 310,954 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.03% | - | 25,000 | 25,000 | 100.00% | 292,250 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.03% | 0.05% | 22,395 | 22,395 | 100.00% | 261,798 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.03% | 0.00% | 22,333 | 22,333 | 100.00% | 261,073 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.01% | 18,792 | 18,792 | 100.00% | 219,678 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.00% | 18,700 | 18,700 | 100.00% | 218,603 | Jun 30, 2024 |
| MENGIS CAPITAL MANAGEMENT, INC. | 0.02% | 0.04% | 18,700 | 18,700 | 100.00% | 218,603 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.02% | 0.00% | 17,360 | 17,360 | 100.00% | 202,939 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.02% | 0.00% | 16,817 | 16,817 | 100.00% | 196,591 | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.02% | 0.00% | 16,450 | 16,450 | 100.00% | 192,301 | Jun 30, 2024 |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 0.02% | 0.03% | 16,274 | 16,274 | 100.00% | 190,243 | Jun 30, 2024 |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.02% | 0.01% | 14,544 | 14,544 | 100.00% | 170,019 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 0.02% | 0.00% | 14,400 | 14,400 | 100.00% | 168,000 | Jun 30, 2024 |
| SIMPLICITY WEALTH,LLC | 0.02% | 0.00% | 13,613 | 13,613 | 100.00% | 159,136 | Jun 30, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | 0.02% | 0.00% | 13,613 | 13,613 | 100.00% | 159,136 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.01% | 0.05% | 11,829 | 11,829 | 100.00% | 138,281 | Jun 30, 2024 |
| EVERGREEN WEALTH SOLUTIONS, LLC | 0.01% | 0.10% | 11,611 | 11,611 | 100.00% | 135,733 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 11,288 | 11,288 | 100.00% | 132,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.01% | 0.00% | 11,244 | 11,244 | 100.00% | 126,045 | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 0.00% | 10,736 | 10,736 | 100.00% | 149,548 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.01% | 0.00% | 10,483 | 10,483 | 100.00% | 122,546,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.01% | - | 10,000 | 10,000 | 100.00% | 116,900 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.01% | 0.02% | 9,808 | 9,808 | 100.00% | 114,656 | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | 0.01% | 0.06% | 8,343 | 8,343 | 100.00% | 97,530 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | 0.01% | 0.01% | 6,405 | 6,405 | 100.00% | 74,875 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 0.01% | 5,500 | 5,500 | 100.00% | 64,295 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 1,538 | 1,538 | 100.00% | 17,979 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 1,381 | 1,381 | 100.00% | 16,144 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 1,119 | 1,119 | 100.00% | 13,081 | Jun 30, 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 0.00% | 0.00% | 950 | 950 | 100.00% | 11,000 | Jun 30, 2024 |
| ALBION FINANCIAL GROUP /UT | 0.00% | 0.00% | 840 | 840 | 100.00% | 9,820 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | 0.00% | 0.00% | 653 | 653 | 100.00% | 7,634 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | 0.00% | 0.00% | 592 | 592 | 100.00% | 7,000 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 584 | 584 | 100.00% | 7,995 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 500 | 500 | 100.00% | 5,845 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 350 | 350 | 100.00% | 4,092 | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.00% | 286 | 286 | 100.00% | 3,343 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 200 | 200 | 100.00% | 1,062 | Jun 30, 2024 |
| ASPIRE PRIVATE CAPITAL, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 2,338 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | - | 163 | 163 | 100.00% | 1,905 | Jun 30, 2024 |
| FRAZIER FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 110 | 110 | 100.00% | 1,286 | Jun 30, 2024 |
| SUGARLOAF WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 1,169 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 88 | 88 | 100.00% | 1,029 | Jun 30, 2024 |
| HILLTOP NATIONAL BANK | 0.00% | 0.00% | 75 | 75 | 100.00% | 877 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | 0.00% | 65 | 65 | 100.00% | 760 | Jun 30, 2024 |
| MCCLARREN FINANCIAL ADVISORS, INC. | - | 0.00% | 11 | 11 | 100.00% | 2,000 | Jun 30, 2024 |
NuScale Power's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 4.56M shares, valued at $53.35M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -1,955,189 | -100.00% | - | Jun 30, 2024 |
| VALIANT CAPITAL MANAGEMENT, L.P. | - | - | - | -1,000,000 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -136,910 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -114,119 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -104,877 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -93,200 | -100.00% | - | Jun 30, 2024 |
| MURCHINSON LTD. | - | - | - | -91,000 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -62,800 | -100.00% | - | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | - | - | - | -36,200 | -100.00% | - | Jun 30, 2024 |
| PRIVATE CAPITAL ADVISORS, INC. | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,587 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -22,920 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -18,413 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -15,243 | -100.00% | - | Jun 30, 2024 |
| RESURGENT FINANCIAL ADVISORS LLC | - | - | - | -14,800 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -13,513 | -100.00% | - | Jun 30, 2024 |
| REGAL INVESTMENT ADVISORS LLC | - | - | - | -11,169 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -10,400 | -100.00% | - | Jun 30, 2024 |
| CFO4LIFE GROUP, LLC | - | - | - | -10,240 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -10,057 | -100.00% | - | Jun 30, 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,366 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -725 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -208 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -66 | -100.00% | - | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CAPITAL ADVISORY, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
NuScale Power's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -1.96M shares, valued at -, as of undefined.
NuScale Power Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 43,900 | - | - | Mar 31, 2024 |
| Global X Funds | 0.07% | 3,351,623 | 261,188 | 8.45% | Jan 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.05% | 1,294,197 | -55,476 | -4.11% | Feb 29, 2024 |
| DELAWARE POOLED TRUST | 0.03% | 27,611 | -5,189 | -15.82% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.02% | 563,808 | -1,388,485 | -71.12% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 96,155 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,767 | 1,276 | 17.03% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,975,051 | -930,943 | -15.76% | Mar 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.01% | 228,998 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,422 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 145,185 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 456,156 | 45,187 | 11.00% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,586 | 1,160 | 26.21% | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 129,300 | - | - | Feb 29, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 11,775 | 11,775 | - | Feb 29, 2024 |
| IVY FUNDS | 0.00% | 567,437 | - | - | Mar 28, 2024 |
| PFS FUNDS | 0.00% | 19,463 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,630 | 3,368 | 1285.50% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 38,318 | 16,162 | 72.95% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 9,363 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 27,688 | -2,787 | -9.15% | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 8,390 | - | - | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,337 | -618 | -20.91% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 3,404 | 3,404 | - | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 6,262 | 84 | 1.36% | Jan 31, 2024 |
| Tidal Trust II | 0.00% | 7,880 | 5,607 | 246.68% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 19,800 | 1,300 | 7.03% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 9,097 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,525 | 297 | 13.33% | Mar 31, 2024 |
| Franklin Custodian Funds | 0.00% | 100,000 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 41,239 | 12,198 | 42.00% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 72,721 | 58,582 | 414.33% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 22,494 | -1,523 | -6.34% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 3,456 | 480 | 16.13% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 879 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 247,277 | 32,054 | 14.89% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,963,296 | -21,567 | -1.09% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 489 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 120,443 | -29,570 | -19.71% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 5,674 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 20,840 | 189 | 0.92% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 9,192 | 1,270 | 16.03% | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 242 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 11,690 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,500 | - | - | Mar 28, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 18,795 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 5,226 | -17 | -0.32% | Jan 31, 2024 |
| ProFunds | 0.00% | 434 | -23 | -5.03% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 96,905 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 7,956 | 1,035 | 14.95% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 7,006 | 2,098 | 42.75% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 32 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 18,794 | 335 | 1.81% | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 48,100 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,761 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 6,152 | 55 | 0.90% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 971 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 16,026 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 2,612 | - | - | Mar 31, 2024 |
| FIDELITY SUMMER STREET TRUST | 0.00% | 4,067 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 21,453 | -523 | -2.38% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 27,703 | 3,896 | 16.36% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 17,519 | -476 | -2.65% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 94 | - | - | Jan 31, 2024 |
| VanEck ETF Trust | 0.00% | 158,470 | - | - | Jan 31, 2024 |
| Bridge Builder Trust | 0.00% | 10,221 | 855 | 9.13% | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 6,531 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 7,745 | 2,629 | 51.39% | Jan 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 126 | 41 | 48.24% | Jan 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 202 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 6,749 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 167 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 6,900 | - | - | Feb 29, 2024 |
NuScale Power's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 43.90K shares, compromising 0.08% of its total assets.
NuScale Power Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 185 | 17.09% |
| 31 Mar, 24 | 158 | 16.18% |
| 31 Dec, 23 | 136 | -4.23% |
| 30 Sep, 23 | 142 | 10.94% |
| 30 Jun, 23 | 128 | 14.29% |
| 31 Mar, 23 | 112 | 1.82% |
| 31 Dec, 22 | 110 | 18.28% |
| 30 Sep, 22 | 93 | 25.68% |
| 30 Jun, 22 | 74 | - |
As of 30 Jun 24, 185 institutions are holding NuScale Power's shares, representing an increase of 17.09% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 37,777,579 | 34.32% |
| 31 Mar, 24 | 28,124,972 | 4.79% |
| 31 Dec, 23 | 26,840,523 | -6.39% |
| 30 Sep, 23 | 28,671,459 | 17.09% |
| 30 Jun, 23 | 24,487,224 | 9.62% |
| 31 Mar, 23 | 22,339,181 | 18.96% |
| 31 Dec, 22 | 18,778,169 | 22.69% |
| 30 Sep, 22 | 15,305,424 | 44.00% |
| 30 Jun, 22 | 10,628,530 | - |
NuScale Power (SMR) has 37.78M shares outstanding as of 30 Jun 24, up 34.32% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 47.47% | 3.55% |
| 31 Mar, 24 | 36.58% | 2.84% |
| 31 Dec, 23 | 35.87% | 2.27% |
| 30 Sep, 23 | 39.75% | 3.22% |
| 30 Jun, 23 | 35.14% | 3.42% |
| 31 Mar, 23 | 32.06% | 2.34% |
| 31 Dec, 22 | 36.99% | 3.40% |
| 30 Sep, 22 | 32.97% | 5.16% |
| 30 Jun, 22 | 25.29% | - |
As of 30 Jun 24, NuScale Power is held by 47.47% institutional shareholders, representing a 3.55% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 118 | 51.28% |
| 31 Mar, 24 | 78 | 18.18% |
| 31 Dec, 23 | 66 | -7.04% |
| 30 Sep, 23 | 71 | -14.46% |
| 30 Jun, 23 | 83 | 33.87% |
| 31 Mar, 23 | 62 | -15.07% |
| 31 Dec, 22 | 73 | 5.80% |
| 30 Sep, 22 | 69 | 1.47% |
| 30 Jun, 22 | 68 | - |
118 institutional shareholders have increased their position in SMR stock as of 30 Jun 24 compared to 78 in the previous quarter (a 51.28% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 22 | -38.89% |
| 31 Mar, 24 | 36 | 20.00% |
| 31 Dec, 23 | 30 | 7.14% |
| 30 Sep, 23 | 28 | 115.38% |
| 30 Jun, 23 | 13 | -35.00% |
| 31 Mar, 23 | 20 | 33.33% |
| 31 Dec, 22 | 15 | 50.00% |
| 30 Sep, 22 | 10 | - |
| 30 Jun, 22 | - | - |
22 institutional shareholders have reduced their position in SMR stock as of 30 Jun 24 compared to 36 in the previous quarter (a -38.89% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 185 | 17.09% | 37,777,579 | 34.32% | 47.47% | 3.55% | 118 | 51.28% | 22 | -38.89% |
| 31 Mar, 24 | 158 | 16.18% | 28,124,972 | 4.79% | 36.58% | 2.84% | 78 | 18.18% | 36 | 20.00% |
| 31 Dec, 23 | 136 | -4.23% | 26,840,523 | -6.39% | 35.87% | 2.27% | 66 | -7.04% | 30 | 7.14% |
| 30 Sep, 23 | 142 | 10.94% | 28,671,459 | 17.09% | 39.75% | 3.22% | 71 | -14.46% | 28 | 115.38% |
| 30 Jun, 23 | 128 | 14.29% | 24,487,224 | 9.62% | 35.14% | 3.42% | 83 | 33.87% | 13 | -35.00% |
| 31 Mar, 23 | 112 | 1.82% | 22,339,181 | 18.96% | 32.06% | 2.34% | 62 | -15.07% | 20 | 33.33% |
| 31 Dec, 22 | 110 | 18.28% | 18,778,169 | 22.69% | 36.99% | 3.40% | 73 | 5.80% | 15 | 50.00% |
| 30 Sep, 22 | 93 | 25.68% | 15,305,424 | 44.00% | 32.97% | 5.16% | 69 | 1.47% | 10 | - |
| 30 Jun, 22 | 74 | - | 10,628,530 | - | 25.29% | - | 68 | - | - | - |
NuScale Power Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of NuScale Power's stock was made by Temple Robert K on Aug 15 2024, selling 50,000 shares at $3.41 per share (valued at $170.50K).
NuScale Power Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 6 | 33.33% |
| Q2 2024 | 14 | 11 | 127.27% |
| Q1 2024 | 18 | 16 | 112.50% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 14 | 7 | 200.00% |
| Q2 2023 | 44 | 74 | 59.46% |
| Q1 2023 | 25 | 29 | 86.21% |
| Q4 2022 | 9 | 26 | 34.62% |
| Q3 2022 | 20 | 5 | 400.00% |
| Q2 2022 | 2 | 39 | 5.13% |
| Q4 2020 | - | 5 | - |
2 total buy trades, and 6 total sell trades (buy/sell ratio of 0.33%) were made by NuScale Power's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | 6 | - |
| Q1 2024 | - | 6 | - |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | - | 36 | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | 21 | - |
| Q3 2022 | 1 | 5 | 20.00% |
| Q2 2022 | 1 | - | - |
| Q4 2020 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of NuScale Power's stocks.
NuScale Power Peer Ownership
SMR Ownership FAQ
Who Owns NuScale Power?
NuScale Power is owned by institutional shareholders (47.47%), insiders (16.96%), and public (35.57%). The largest institutional shareholder of NuScale Power is VANGUARD GROUP INC (8.75% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.08% of total shares).
Who are the major institutional shareholders of NuScale Power?
NuScale Power's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., SWEDBANK AB, and FMR LLC. The top five shareholders own together 28.83% of the company's share outstanding.
How many NuScale Power shareholders are there?
As of Jun 2024, there are 185 institutional shareholders of NuScale Power.
What percentage of NuScale Power is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 6.97M shares of NuScale Power, representing 8.75% of the company's total shares outstanding, valued at $81.45M (as of Jun 2024).
What percentage of NuScale Power is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 4.98M shares of NuScale Power (SMR), compromising 6.26% of the company, valued at $58.27M.
What percentage of NuScale Power is owned by MIRAE ASSET GLOBAL ETFS HOLDINGS LTD?
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD is the third largest holder of NuScale Power. The company owns 4.56M of the company's shares outstanding (worth $53.35M).