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 |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
4,060
shares
|
$110,878
0.06% of portfolio
|
Q2 2025
Added 46.84%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,790
shares
|
$103,504
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,300
shares
|
$90,123
0.07% of portfolio
|
Q2 2025
Added 90.31%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,300
shares
|
$90,123
0.07% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,276
shares
|
$89,467
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,118
shares
|
$85,152
0.0% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
3,083
shares
|
$84,196
0.0% of portfolio
|
Q2 2025
Added 85.61%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
2,871
shares
|
$78,407
0.05% of portfolio
|
Q2 2025
Added 51.18%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$68,275
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,457
shares
|
$67,100
0.02% of portfolio
|
Q2 2025
Added 1642.55%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,887
shares
|
$51,533
0.0% of portfolio
|
Q2 2025
Added 332.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,884
shares
|
$51,452
0.0% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$50,933
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,725
shares
|
$47,109
0.03% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,574
shares
|
$42,985
0.0% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,560
shares
|
$42,603
0.0% of portfolio
|
Q1 2025
Added 57.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,475
shares
|
$40,282
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,428
shares
|
$38,998
0.0% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,400
shares
|
$38,234
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,400
shares
|
$38,234
0.0% of portfolio
|
Q2 2020
Reduced 62.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,223
shares
|
$33,400
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,138
shares
|
$31,078
0.01% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,101
shares
|
$30,068
0.02% of portfolio
|
Q1 2024
Reduced 52.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,097
shares
|
$29,959
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
990
shares
|
$27,036
0.0% of portfolio
|
Q2 2025
Added 8.79%
|