Institutional Ownership Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM). We have compiled data on the 473 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,711,629
shares
|
$544 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
15,199,510
shares
|
$419 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,552,556
shares
|
$181 Million
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,111,573
shares
|
$169 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,632,255
shares
|
$128 Million
0.01% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4,137,670
shares
|
$114 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
3,682,093
shares
|
$102 Million
0.08% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,683,131
shares
|
$74 Million
0.1% of portfolio
|
Q4 2024
Added 40.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,679,129
shares
|
$73.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
2,417,631
shares
|
$66.7 Million
0.11% of portfolio
|
Q4 2024
Added 20.81%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,118,297
shares
|
$58.4 Million
0.65% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,768,416
shares
|
$48.8 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,628,899
shares
|
$44.9 Million
0.01% of portfolio
|
Q4 2024
Added 157.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,449,483
shares
|
$40 Million
0.01% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,412,804
shares
|
$39 Million
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,351,315
shares
|
$37.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,255,841
shares
|
$34.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Frontier Capital Management CO LLC
|
Feb 14, 2025 Q4 2024 |
1,217,637
shares
|
$33.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
1,174,731
shares
|
$32.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,167,033
shares
|
$32.2 Million
1.25% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
1,087,466
shares
|
$30 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,022,307
shares
|
$28.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
843,279
shares
|
$23.3 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
733,538
shares
|
$20.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
718,963
shares
|
$19.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.68%
|