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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
250
shares
|
$6,827
0.0% of portfolio
|
Q2 2025
Added 135.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
246
shares
|
$6,718
0.0% of portfolio
|
Q2 2025
Reduced 24.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
220
shares
|
$6,008
0.0% of portfolio
|
Q2 2025
Reduced 96.83%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
213
shares
|
$5,817
0.0% of portfolio
|
Q2 2025
Added 294.44%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
204
shares
|
$5,571
0.0% of portfolio
|
Q2 2025
Added 1100.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
201
shares
|
$5,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
195
shares
|
$5,325
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
190
shares
|
$5,188
0.0% of portfolio
|
Q2 2025
Added 763.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
180
shares
|
$4,915
0.0% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
178
shares
|
$4,861
0.0% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
173
shares
|
$4,724
0.0% of portfolio
|
Q2 2025
Added 66.35%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
156
shares
|
$4,260
0.0% of portfolio
|
Q2 2025
Reduced 61.29%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
154
shares
|
$4,205
0.0% of portfolio
|
Q2 2025
Reduced 92.93%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136
shares
|
$3,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
127
shares
|
$3,468
0.0% of portfolio
|
Q2 2025
Added 4133.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
122
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
Reduced 66.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
118
shares
|
$3,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$2,731
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
98
shares
|
$2,676
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
85
shares
|
$2,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
84
shares
|
$2,294
0.0% of portfolio
|
Q2 2025
Added 425.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
80
shares
|
$2,184
0.0% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
78
shares
|
$2,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
75
shares
|
$2,048
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|