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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
8,602
shares
|
$234,920
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
8,578
shares
|
$234,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,341
shares
|
$227,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
8,290
shares
|
$226,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,271
shares
|
$225,881
0.0% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
8,247
shares
|
$225,225
0.09% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
8,178
shares
|
$223,341
0.12% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
8,176
shares
|
$223,286
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
8,123
shares
|
$221,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
7,581
shares
|
$207,037
0.04% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$189,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
6,596
shares
|
$180,136
0.23% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
6,408
shares
|
$175,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,028
shares
|
$164,624
0.0% of portfolio
|
Q2 2025
Added 60.32%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
6,022
shares
|
$164,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,971
shares
|
$163,068
0.01% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,903
shares
|
$161,210
0.01% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,888
shares
|
$160,801
0.0% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,876
shares
|
$160,473
0.14% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
5,738
shares
|
$156,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
5,667
shares
|
$154,765
0.0% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,195
shares
|
$141,875
0.0% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,265
shares
|
$116,477
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,137
shares
|
$112,981
0.06% of portfolio
|
Q2 2025
Added 767.3%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
4,114
shares
|
$112,353
0.06% of portfolio
|
Q2 2025
New holding
|