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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|