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 437 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 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
|
$538 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
14,843,403
shares
|
$405 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,890,818
shares
|
$161 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,736,438
shares
|
$157 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,267,125
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
4,209,870
shares
|
$115 Million
0.06% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
3,731,350
shares
|
$102 Million
0.72% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
3,433,901
shares
|
$93.8 Million
0.11% of portfolio
|
Q2 2025
Added 38.54%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,710,106
shares
|
$74 Million
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,289,314
shares
|
$62.5 Million
0.01% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,738,150
shares
|
$47.5 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,545,023
shares
|
$42.2 Million
0.0% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,440,204
shares
|
$39.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,315,130
shares
|
$35.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,311,420
shares
|
$35.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,288,783
shares
|
$35.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
1,181,890
shares
|
$32.3 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,144,052
shares
|
$31.2 Million
0.0% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,088,236
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,082,414
shares
|
$29.6 Million
0.02% of portfolio
|
Q2 2025
Added 182.39%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,018,960
shares
|
$27.8 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,011,071
shares
|
$27.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
883,186
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
861,301
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
817,070
shares
|
$22.3 Million
0.08% of portfolio
|
Q2 2025
Added 14.94%
|