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 441 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 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
|
$372 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
13,857,207
shares
|
$261 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,150,065
shares
|
$116 Million
0.01% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,921,769
shares
|
$112 Million
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,585,624
shares
|
$86.5 Million
0.06% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,637,348
shares
|
$68.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,426,926
shares
|
$64.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
3,166,912
shares
|
$59.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,664,960
shares
|
$50.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,429,518
shares
|
$45.8 Million
0.31% of portfolio
|
Q3 2025
Added 198.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,323,065
shares
|
$43.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
1,797,920
shares
|
$33.9 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,756,496
shares
|
$33.1 Million
0.0% of portfolio
|
Q3 2025
Added 53.53%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,721,765
shares
|
$32.5 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,369,305
shares
|
$25.8 Million
0.0% of portfolio
|
Q3 2025
Added 85.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,354,265
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,306,864
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,304,306
shares
|
$24.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
1,212,775
shares
|
$22.9 Million
0.21% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Tributary Capital Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,185,762
shares
|
$22.4 Million
1.41% of portfolio
|
Q3 2025
Added 136.85%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
1,159,841
shares
|
$21.9 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,026,445
shares
|
$19.4 Million
0.04% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
949,398
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
929,463
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
896,332
shares
|
$16.9 Million
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|