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 455 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
153
shares
|
$4,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
145
shares
|
$3,862
0.0% of portfolio
|
Q1 2025
Added 262.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
141
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
141
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136
shares
|
$3,623
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
132
shares
|
$3,516
0.0% of portfolio
|
Q3 2024
Reduced 60.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
122
shares
|
$3,250
0.0% of portfolio
|
Q1 2025
Reduced 66.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
118
shares
|
$3,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
106
shares
|
$2,823
0.0% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
104
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
101
shares
|
$2,690
0.0% of portfolio
|
Q2 2024
Added 288.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$2,664
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
98
shares
|
$2,610
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
84
shares
|
$2,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
76
shares
|
$2,024
0.0% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
75
shares
|
$1,998
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
75
shares
|
$1,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
74
shares
|
$1,971
0.0% of portfolio
|
Q1 2025
Added 94.74%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
58
shares
|
$1,545
0.0% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
57
shares
|
$1,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
54
shares
|
$1,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
53
shares
|
$1,411
0.0% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$1,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
New holding
|