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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
58
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$1,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
50
shares
|
$1,365
0.0% of portfolio
|
Q2 2025
Reduced 85.34%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
48
shares
|
$1,310
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
47
shares
|
$1,283
0.0% of portfolio
|
Q2 2025
Added 1466.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
44
shares
|
$1,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
42
shares
|
$1,147
0.0% of portfolio
|
Q2 2025
Added 82.61%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
40
shares
|
$1,092
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
37
shares
|
$1,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
37
shares
|
$1,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
36
shares
|
$983
0.0% of portfolio
|
Q2 2025
Added 2625.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
31
shares
|
$846
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
29
shares
|
$791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22
shares
|
$600
0.0% of portfolio
|
Q2 2025
Reduced 86.83%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
19
shares
|
$518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15
shares
|
$409
0.0% of portfolio
|
Q2 2025
Reduced 63.41%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
14
shares
|
$382
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
14
shares
|
$382
0.0% of portfolio
|
Q2 2025
Reduced 81.58%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13
shares
|
$355
0.0% of portfolio
|
Q2 2022
Reduced 35.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
11
shares
|
$300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$273
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
7
shares
|
$191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q1 2025
New holding
|