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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,542
shares
|
$506,382
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
18,217
shares
|
$497,506
0.01% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
17,901
shares
|
$488,876
0.24% of portfolio
|
Q2 2025
Added 54.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
17,127
shares
|
$467,738
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,626
shares
|
$454,056
0.0% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,600
shares
|
$453,346
0.04% of portfolio
|
Q2 2022
Reduced 13.09%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
15,741
shares
|
$429,886
0.3% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
15,472
shares
|
$422,540
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
15,000
shares
|
$409,650
0.04% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
14,765
shares
|
$403,232
0.02% of portfolio
|
Q2 2025
Added 132.52%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
14,704
shares
|
$401,566
0.0% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
14,069
shares
|
$384,224
0.0% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
14,048
shares
|
$383,650
0.02% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
13,896
shares
|
$379,499
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
13,824
shares
|
$377,533
0.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
13,587
shares
|
$371,060
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
13,162
shares
|
$359,454
0.0% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,040
shares
|
$356,122
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
13,026
shares
|
$355,740
0.02% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,923
shares
|
$352,927
0.0% of portfolio
|
Q2 2023
Reduced 13.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,746
shares
|
$348,093
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
12,584
shares
|
$343,669
0.07% of portfolio
|
Q2 2025
Reduced 74.26%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
12,062
shares
|
$329,413
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,040
shares
|
$328,812
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
12,026
shares
|
$328,430
0.04% of portfolio
|
Q2 2025
Added 6.26%
|