NUSCALE PWR CORP SMR
CL A COM · Common Stock · CUSIP 67079K100 · ISIN US67079K1007
Private company that designs and markets small modular reactors (SMRs)
- SectorIndustrials
- IndustryFabricated Plate Work (Boiler Shops)
- HeadquartersCorvallis, OR
- Founded2007
- Websitenuscalepower.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($839.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.16. Options: 27 managers hold calls ($108.5m notional), 24 hold puts ($75.3m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 103 |
| Q1 2023 | 103 |
| Q2 2023 | 118 |
| Q3 2023 | 125 |
| Q4 2023 | 125 |
| Q1 2024 | 135 |
| Q2 2024 | 180 |
| Q3 2024 | 206 |
| Q4 2024 | 307 |
| Q1 2025 | 323 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 80 | 28 |
| Q3 2023 | 69 | 42 |
| Q4 2023 | 62 | 55 |
| Q1 2024 | 68 | 61 |
| Q2 2024 | 124 | 46 |
| Q3 2024 | 136 | 60 |
| Q4 2024 | 223 | 66 |
| Q1 2025 | 225 | 112 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $60.1m | $16.1m | 0.27 |
| Q3 2024 | $77.4m | $33.3m | 0.43 |
| Q4 2024 | $172.8m | $107.4m | 0.62 |
| Q1 2025 | $108.5m | $75.3m | 0.69 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | Added | +2.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.7m |
| MORGAN STANLEY | Added | +1.3m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +1.2m |
| UBS Group AG | Added | +1.1m |
| D. E. Shaw & Co., Inc. | Added | +1.0m |
| CloudAlpha Capital Management Limited/Hong Kong | New | +1.0m |
| BANK OF AMERICA CORP /DE/ | Added | +997.2k |
| CITADEL ADVISORS LLC | Added | +863.2k |
| TWO SIGMA ADVISERS, LP | Added | +530.3k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.0m |
| FMR LLC | Reduced | -861.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -839.9k |
| LMR Partners LLP | Sold out | -632.8k |
| JPMORGAN CHASE & CO | Reduced | -481.4k |
| Privium Fund Management B.V. | Sold out | -360.0k |
| CSS LLC/IL | Reduced | -255.6k |
| Alyeska Investment Group, L.P. | Reduced | -212.7k |
| Skaana Management L.P. | Sold out | -191.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.4m1.5m shares |
| JANE STREET GROUP, LLC | Added | $13.9m979.9k shares |
| SIMPLEX TRADING, LLC | Added | $8.6m608.1k shares |
| GROUP ONE TRADING LLC | Reduced | $8.6m605.3k shares |
| CITADEL ADVISORS LLC | Reduced | $7.5m527.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $7.4m522.4k shares |
| Caption Management, LLC | Reduced | $7.1m504.2k shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $7.1m500.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $5.6m373.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $4.1m292.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.1m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $10.2m717.9k shares |
| GROUP ONE TRADING LLC | Reduced | $9.5m671.3k shares |
| SIMPLEX TRADING, LLC | Added | $7.8m550.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $7.4m521.3k shares |
| JANE STREET GROUP, LLC | Added | $6.4m454.6k shares |
| IMC-Chicago, LLC | Added | $3.2m225.9k shares |
| D. E. Shaw & Co., Inc. | Added | $2.9m206.9k shares |
| WOLVERINE TRADING, LLC | Added | $2.8m189.0k shares |
| Crawford Fund Management, LLC | Reduced | $2.4m168.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VAN ECK ASSOCIATES CORP 13G · institution +2.2 pts · filed 2026-08-14 | 8.5% |
| BlackRock, Inc. 13G · institution +3.1 pts · filed 2026-07-29 | 6.5% |
Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (2.6%, 2026-05-11), FLUOR CORP (3.9%, 2026-04-17), VANGUARD GROUP INC (0.0%, 2026-03-27), Doosan Enerbility Co. Ltd. (2.9%, 2025-11-12)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 9 | $3.4m | $2.9m |
| Q3 2023 | 1 | $49.4k | 2 | $31.6k | — |
| Q4 2023 | 1 | $231 | 0 | — | — |
| Q1 2024 | 0 | — | 5 | $379.0k | — |
| Q2 2024 | 0 | — | 5 | $426.4k | $198.1k |
| Q3 2024 | 0 | — | 2 | $261.7k | — |
| Q4 2024 | 0 | — | 2 | $1.2m | $1.2m |
| Q1 2025 | 0 | — | 6 | $16.3m | $14.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-07 | Hamady Robert Ramsey Chief Financial Officer | Sold plan | $494.5k31.5k shares |
| 2025-03-04 | Hopkins John Lawrence Chief Executive Officer, director | Sold plan | $1.1m76.9k shares |
| 2025-03-04 | Engel Jacqueline F. Interim VP, Accounting | Sold plan | $357.5k24.6k shares |
| 2025-03-03 | Hopkins John Lawrence Chief Executive Officer, director | Sold | $1.1m66.5k shares |
| 2025-03-03 | Reyes Jose N Jr Chief Technology Officer · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 | Sold | $328.8k20.0k shares |
| 2025-03-03 | Fisher Carl M. Chief Operating Officer | Sold | $262.6k16.0k shares |
| 2025-03-03 | Scott Clayton Chief Commercial Officer | Sold | $239.1k14.5k shares |
| 2025-03-03 | Hamady Robert Ramsey Chief Financial Officer | Sold | $191.3k11.6k shares |
| 2025-03-03 | Engel Jacqueline F. Interim VP, Accounting | Sold plan | $178.0k10.6k shares |
| 2025-01-02 | Hopkins John Lawrence Chief Executive Officer, director | Sold plan | $12.0m664.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 8.9m $126.6m | Added +512.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.21% of their portfolio | 6.8m $96.9m | Added +1.2m |
| BlackRock, Inc. 0.00% of their portfolio | 6.8m $96.8m | Added +515.3k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 4.2m $58.9m | Added +2.4m |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 3.3m $47.0m | Added +1.0m |
| UBS Group AG 0.01% of their portfolio | 3.2m $44.9m | Added +1.1m |
| Samsung C&T Corp 100.00% of their portfolio | 2.6m $36.9m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 2.4m $33.4m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $32.3m | Added +314.9k |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $28.2m | Added +153.2k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.8m $26.2m | Added +863.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.8m $26.1m | Added +1.7m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $18.3m | Added +997.2k |
| CloudAlpha Capital Management Limited/Hong Kong 2.18% of their portfolio | 1.0m $14.3m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 857.7k $12.1m | Added +56.5k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 851.4k $12.1m | Added +364.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 847.9k $12.0m | Added +112.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 759.4k $10.8m | Added +467.0k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 642.8k $9.1m | Added +530.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 607.4k $8.6m | Reduced -121.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 586.2k $8.3m | Added +487.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 468.8k $6.6m | Reduced -1.2m |
| Tidal Investments LLC 0.05% of their portfolio | 458.8k $6.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 457.3k $6.5m | Added +228.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 453.3k $6.4m | First filing |
| PINEBRIDGE INVESTMENTS, L.P. 0.05% of their portfolio | 445.7k $6.3m | Reduced -1.4k |
| TB Alternative Assets Ltd. 1.38% of their portfolio | 419.4k $5.9m | New |
| Baird Financial Group, Inc. 0.01% of their portfolio | 413.5k $5.9m | Added +13.5k |
| WEDBUSH SECURITIES INC 0.20% of their portfolio | 388.1k $5.5m | Added +70.2k |
| GROUP ONE TRADING LLC 0.22% of their portfolio | 380.3k $5.4m | Added +207.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 329.9k $4.7m | New |
| LPL Financial LLC 0.00% of their portfolio | 273.4k $3.9m | Added +72.1k |
| Canal Insurance CO 0.91% of their portfolio | 272.9k $3.9m | Added +50.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 266.8k $3.8m | Reduced -1.0m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 258.6k $3.7m | Added +12.9k |
| SIMPLEX TRADING, LLC 0.13% of their portfolio | 256.2k $3.6m | Added +25.5k |
| EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio | 247.4k $3.5m | Reduced -45.4k |
| Verition Fund Management LLC 0.02% of their portfolio | 221.5k $3.1m | Added +108.9k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 212.7k $3.0m | Reduced -212.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 209.4k $3.0m | Added +11.5k |
| Nuveen, LLC 0.00% of their portfolio | 209.1k $3.0m | First filing |
| Swiss National Bank 0.00% of their portfolio | 200.1k $2.8m | Added +32.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 199.9k $2.8m | Added +27.9k |
| Headlands Technologies LLC 0.32% of their portfolio | 198.5k $2.8m | Added +31.2k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 193.1k $2.7m | Added +46.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 192.5k $2.7m | Reduced -143.5k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 184.6k $2.6m | Added +27.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 168.9k $2.4m | Added +15.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 162.4k $2.3m | New |
| HRT FINANCIAL LP 0.02% of their portfolio | 154.2k $2.2m | Added +16.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 149.6k $2.1m | Reduced -481.4k |
| Engineers Gate Manager LP 0.04% of their portfolio | 148.9k $2.1m | Added +22.1k |
| Virtu Financial LLC 0.11% of their portfolio | 144.5k $2.0m | Added +89.5k |
| EVR Research LP 0.90% of their portfolio | 140.0k $2.0m | Added +90.0k |
| ONCE CAPITAL MANAGEMENT, LLC 0.88% of their portfolio | 136.7k $1.9m | Added +46.2k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 135.7k $2.0m | Added +50.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 130.4k $1.8m | Added +75.4k |
| BARCLAYS PLC 0.00% of their portfolio | 128.8k $1.8m | Reduced -23.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 125.7k $1.8m | Added +14.3k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 117.1k $1.7m | Added +69.2k |
| Philip James Wealth Mangement, LLC 0.20% of their portfolio | 115.5k $1.6m | Reduced -12.2k |
| Walleye Capital LLC 0.02% of their portfolio | 109.4k $1.5m | Added +101.8k |
| Jump Financial, LLC 0.02% of their portfolio | 108.4k $1.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 106.2k $1.5m | Added +26.5k |
| Graham Capital Management, L.P. 0.05% of their portfolio | 105.1k $1.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 104.8k $1.5m | Added +11.9k |
| Sculptor Capital LP 0.03% of their portfolio | 101.0k $1.4m | New |
| CastleKnight Management LP 0.15% of their portfolio | 96.7k $1.4m | Added +21.2k |
| Fox Hill Wealth Management 0.79% of their portfolio | 94.3k $1.3m | Added +5.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 92.4k $1.3m | Added +58.4k |
| BANTAMAC CAPITAL, LLC 0.62% of their portfolio | 91.9k $1.3m | Reduced -123.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 91.2k $1.3m | Reduced -839.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 89.3k $1.3m | Added +5.8k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 84.8k $1.2m | Added +73.5k |
| WOLVERINE TRADING, LLC 0.04% of their portfolio | 78.4k $1.2m | Added +64.1k |
| Mariner, LLC 0.00% of their portfolio | 77.2k $1.1m | Added +1.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 76.1k $1.1m | Added +686 |
| Bleakley Financial Group, LLC 0.03% of their portfolio | 75.3k $1.1m | Added +32.7k |
| CITIGROUP INC 0.00% of their portfolio | 74.9k $1.1m | Reduced -5.2k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 74.6k $1.1m | Added +5.5k |
| Invesco Ltd. 0.00% of their portfolio | 73.9k $1.0m | Added +39.2k |
| Caprock Group, LLC 0.03% of their portfolio | 73.3k $1.0m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 70.6k $999.3k | Added +337 |
| JT Stratford LLC 0.18% of their portfolio | 70.5k $999.0k | Reduced -2.2k |
| MRP Capital Investments, LLC 0.92% of their portfolio | 69.7k $986.2k | Added +150 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 68.2k $1.0m | Added +52.8k |
| Walleye Trading LLC 0.03% of their portfolio | 68.1k $964.8k | Added +3.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 64.2k $910.0k | Added +27.2k |
| Advisory Services Network, LLC 0.02% of their portfolio | 63.6k $900.2k | New |
| Private Advisor Group, LLC 0.01% of their portfolio | 61.5k $870.7k | Added +119 |
| Parallel Advisors, LLC 0.02% of their portfolio | 61.5k $870.8k | Added +3.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 56.1k $839.4k | Reduced -59.5k |
| COOKSON PEIRCE & CO INC 0.04% of their portfolio | 53.9k $763.6k | Added +9.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 53.7k $760.7k | Added +1.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 53.1k $751.9k | Added +1.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 53.0k $750.7k | Added +12.9k |
| Voleon Capital Management LP 0.06% of their portfolio | 52.4k $741.5k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 50.6k $716.0k | Added +6.2k |
| WEALTH EFFECTS LLC 0.29% of their portfolio | 48.2k $682.5k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.1k $681.1k | Added +23.0k |