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 458 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 $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
21,046
shares
|
$956,751
0.05% of portfolio
|
Q3 2024
Added 29.02%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
19,900
shares
|
$904,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,525
shares
|
$887,606
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
18,859
shares
|
$857,330
0.26% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
18,687
shares
|
$849,511
0.02% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
18,015
shares
|
$818,961
0.02% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
17,209
shares
|
$782,321
0.01% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
16,900
shares
|
$768,274
0.52% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,600
shares
|
$754,636
0.04% of portfolio
|
Q2 2022
Reduced 13.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
16,306
shares
|
$741,270
0.0% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,282
shares
|
$740,179
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
15,633
shares
|
$710,676
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
15,000
shares
|
$681,900
0.06% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,849
shares
|
$675,035
0.01% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
14,841
shares
|
$674,671
0.12% of portfolio
|
Q3 2024
Reduced 28.09%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
14,453
shares
|
$657,033
0.0% of portfolio
|
Q3 2024
Reduced 71.83%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
14,278
shares
|
$649,077
0.0% of portfolio
|
Q3 2024
Reduced 80.15%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
14,029
shares
|
$637,758
0.0% of portfolio
|
Q1 2024
Reduced 13.75%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
13,896
shares
|
$631,712
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,872
shares
|
$630,621
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
13,806
shares
|
$627,620
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
13,805
shares
|
$627,575
0.0% of portfolio
|
Q3 2024
Added 244.09%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
13,169
shares
|
$598,662
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
12,923
shares
|
$587,479
0.0% of portfolio
|
Q2 2023
Reduced 13.1%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,874
shares
|
$585,252
0.03% of portfolio
|
Q3 2024
Reduced 8.19%
|