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 |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
11,950
shares
|
$326,354
0.13% of portfolio
|
Q2 2025
Reduced 52.43%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,905
shares
|
$325,125
0.01% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,706
shares
|
$319,690
0.01% of portfolio
|
Q2 2025
Reduced 40.88%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,699
shares
|
$319,499
0.03% of portfolio
|
Q2 2025
Reduced 61.87%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
11,600
shares
|
$316,796
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
11,575
shares
|
$316,113
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,575
shares
|
$316,113
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,571
shares
|
$316,004
0.0% of portfolio
|
Q2 2025
Reduced 96.25%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
11,484
shares
|
$313,628
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
11,313
shares
|
$308,958
0.01% of portfolio
|
Q2 2025
Reduced 75.79%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
11,169
shares
|
$305,025
0.01% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
11,105
shares
|
$303,277
0.03% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
11,013
shares
|
$300,765
0.01% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,829
shares
|
$295,739
0.0% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
10,683
shares
|
$291,752
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
10,550
shares
|
$288,120
0.0% of portfolio
|
Q2 2025
Reduced 72.23%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
10,023
shares
|
$273,728
0.0% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,498
shares
|
$259,390
0.01% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
9,220
shares
|
$251,798
0.0% of portfolio
|
Q2 2025
Reduced 71.82%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
9,184
shares
|
$250,815
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,163
shares
|
$250,241
0.0% of portfolio
|
Q2 2025
Reduced 56.9%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$249,886
0.09% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,985
shares
|
$245,380
0.02% of portfolio
|
Q2 2022
Added 7.72%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
8,852
shares
|
$241,748
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
8,758
shares
|
$239,180
0.0% of portfolio
|
Q2 2025
Reduced 15.11%
|