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 455 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 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
|
$525 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
15,269,443
shares
|
$407 Million
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
6,349,130
shares
|
$169 Million
0.01% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
6,307,316
shares
|
$168 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,267,125
shares
|
$114 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,909,004
shares
|
$104 Million
0.07% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
3,207,245
shares
|
$85.4 Million
0.75% of portfolio
|
Q1 2025
Added 51.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,692,176
shares
|
$71.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
2,478,583
shares
|
$66 Million
0.09% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,417,082
shares
|
$64.4 Million
0.01% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,884,536
shares
|
$50.2 Million
0.03% of portfolio
|
Q1 2025
Added 443.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,873,860
shares
|
$49.9 Million
0.01% of portfolio
|
Q1 2025
Added 169.44%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
1,758,090
shares
|
$46.8 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,617,494
shares
|
$43.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,558,569
shares
|
$41.5 Million
1.47% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
May 13, 2025 Q1 2025 |
1,469,289
shares
|
$39.1 Million
3.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,398,391
shares
|
$37.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,292,590
shares
|
$34.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,232,104
shares
|
$32.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
1,226,895
shares
|
$32.7 Million
1.28% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,017,698
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,011,071
shares
|
$26.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
939,540
shares
|
$25 Million
0.0% of portfolio
|
Q1 2025
Added 83.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
861,876
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Added 65.97%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
846,844
shares
|
$22.6 Million
0.04% of portfolio
|
Q1 2025
New holding
|