SM

SMR NUSCALE POWER CORP

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

Piling in

Net holder growth ranks near the top of the market

Funds that own it
521
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 496 → now 521
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

521 funds held SMR at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 81.5% of US stocks — among the most piled-into names this quarter. SMR has had 10 buying rushes in its history, and the price moved +4.0% 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=471 2025Q4: holders=461 2026Q1: holders=496 2026Q2: holders=521 -114 -57 +0 +57 +114 79314548 22Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 10% -8.3% -7.0%
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% -4.7% -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
181
Change in large funds
+11
Total value they hold
$2.3B
Funds buying for the first time
105
Funds that sold out entirely
80
Price change that quarter
-12.3%
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.

Email me the next update

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