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 422 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
19,939,444
shares
|
$1.01 Billion
0.02% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
14,224,355
shares
|
$717 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
6,253,497
shares
|
$315 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
5,957,200
shares
|
$300 Million
0.08% of portfolio
|
Q1 2024
Added 8.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,080,133
shares
|
$206 Million
0.02% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
3,731,239
shares
|
$188 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 15, 2024 Q1 2024 |
2,761,658
shares
|
$139 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Frontier Capital Management CO LLC
|
May 15, 2024 Q1 2024 |
2,695,696
shares
|
$136 Million
1.32% of portfolio
|
Q1 2024
Reduced 9.25%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
2,583,448
shares
|
$130 Million
0.01% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
2,333,144
shares
|
$118 Million
0.07% of portfolio
|
Q1 2024
Added 21.53%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
2,138,743
shares
|
$108 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
1,926,312
shares
|
$97.1 Million
0.09% of portfolio
|
Q1 2024
Added 972.57%
|
|
|
River Road Asset Management, LLC
|
Apr 26, 2024 Q1 2024 |
1,758,754
shares
|
$88.7 Million
1.21% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,674,000
shares
|
$84.4 Million
0.13% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,563,719
shares
|
$78.9 Million
0.01% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 14, 2024 Q1 2024 |
1,552,004
shares
|
$78.3 Million
0.61% of portfolio
|
Q1 2024
Added 20.01%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,344,421
shares
|
$67.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,339,789
shares
|
$67.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.45%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
1,243,295
shares
|
$62.7 Million
0.06% of portfolio
|
Q1 2024
Added 15.42%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,182,186
shares
|
$59.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
1,126,979
shares
|
$56.8 Million
0.01% of portfolio
|
Q1 2024
Added 2445.98%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
1,107,795
shares
|
$55.9 Million
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,082,342
shares
|
$54.6 Million
0.02% of portfolio
|
Q1 2024
Added 5.59%
|
|
|
Congress Asset Management CO
|
Apr 11, 2024 Q1 2024 |
1,021,032
shares
|
$51.5 Million
0.37% of portfolio
|
Q1 2024
Added 16.33%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
1,008,880
shares
|
$50.9 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.18%
|
|