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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
947
shares
|
$25,862
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
852
shares
|
$23,268
0.0% of portfolio
|
Q2 2025
Added 91.46%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
780
shares
|
$21,301
0.0% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
780
shares
|
$21,301
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
631
shares
|
$17,232
0.0% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
590
shares
|
$16,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
547
shares
|
$14,938
0.0% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
523
shares
|
$14,283
0.01% of portfolio
|
Q2 2025
Reduced 98.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
517
shares
|
$14,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
461
shares
|
$12,589
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
457
shares
|
$12,480
0.0% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
448
shares
|
$12,234
0.0% of portfolio
|
Q2 2025
Added 135.79%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
446
shares
|
$12,180
0.0% of portfolio
|
Q2 2025
Added 494.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
420
shares
|
$11,470
0.0% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
376
shares
|
$10,268
0.01% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
363
shares
|
$9,913
0.0% of portfolio
|
Q1 2025
Added 290.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
335
shares
|
$9,148
0.0% of portfolio
|
Q2 2025
Added 93.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
334
shares
|
$9,121
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
327
shares
|
$8,930
0.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$8,466
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
310
shares
|
$8,466
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
307
shares
|
$8,384
0.01% of portfolio
|
Q2 2025
Added 314.86%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
292
shares
|
$7,974
0.0% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
288
shares
|
$7,865
0.0% of portfolio
|
Q2 2025
Added 32.11%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
275
shares
|
$7,510
0.0% of portfolio
|
Q2 2025
Reduced 92.83%
|