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 474 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,410
shares
|
$293,592
0.0% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
9,406
shares
|
$293,467
0.05% of portfolio
|
Q4 2024
Reduced 39.83%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,281
shares
|
$289,567
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$285,480
0.09% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,985
shares
|
$280,332
0.02% of portfolio
|
Q2 2022
Added 7.72%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
8,980
shares
|
$280,176
0.0% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
8,929
shares
|
$278,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
8,833
shares
|
$275,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,778
shares
|
$273,873
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
8,679
shares
|
$270,784
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
8,533
shares
|
$266,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
8,493
shares
|
$264,981
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
8,319
shares
|
$259,552
0.02% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,304
shares
|
$259,084
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
8,206
shares
|
$256,027
0.16% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
8,172
shares
|
$254,966
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$249,600
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
7,972
shares
|
$248,726
0.0% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,870
shares
|
$245,544
0.03% of portfolio
|
Q4 2024
Reduced 28.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,862
shares
|
$245,294
0.0% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,700
shares
|
$240,240
0.0% of portfolio
|
Q3 2023
Reduced 42.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
7,683
shares
|
$239,709
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
7,595
shares
|
$236,964
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
7,594
shares
|
$236,932
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
7,581
shares
|
$236,527
0.09% of portfolio
|
Q2 2024
Reduced 19.25%
|