13FPulse
SM

SMR NUSCALE POWER CORP

2026Q2 · CUSIP 67079K100 · Nuclear & SMR · Sector: Industrials

Cooling

Net holder growth weakened from last quarter

Funds that own it
502
Institutions that reported holding it to the SEC
Net increase in holders
+8
Last quarter 494 → now 502
How unusual is that
Above average
Stronger buying than 65% of US stocks
What the filings say, in one paragraph

502 funds held SMR at the end of 2026Q2, up 8 from the quarter before. Buying has come off its highs, but funds are not exiting. SMR has had 9 buying rushes in its history, and the price moved +5.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector, tagged Nuclear & SMR.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q3: holders=88 2022Q4: holders=103 2023Q1: holders=103 2023Q2: holders=117 2023Q3: holders=124 2023Q4: holders=123 2024Q1: holders=132 2024Q2: holders=176 2024Q3: holders=206 2024Q4: holders=302 2025Q1: holders=322 2025Q2: holders=436 2025Q3: holders=470 2025Q4: holders=460 2026Q1: holders=494 2026Q2: holders=502 -114 -57 +0 +57 +114 79304528 22Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% -8.3%
2025Q3 Top 10% -10.8% -30.5%
2025Q2 Top 1% in the market +13.0% -35.8%
2025Q1 Top 20% +49.7% +33.2%
2024Q4 Top 5% -34.5% +4.7%
2024Q3 Top 10% -13.2% -30.2%
2024Q2 Top 5% +36.5% +171.6%
2023Q2 Top 20% -35.4% -64.9%
2022Q3 Top 10% -7.7% -5.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
174
Change in large funds
+5
Total value they hold
$2.2B
Funds buying for the first time
102
Funds that sold out entirely
94
Price change that quarter
-8.8%
Funds holding puts (bearish)
17
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.