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 |
|---|---|---|---|---|---|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
812,696
shares
|
$22.2 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Capital Management CO LLC
|
Aug 14, 2025 Q2 2025 |
765,825
shares
|
$20.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
763,862
shares
|
$20.9 Million
0.0% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
737,219
shares
|
$20.1 Million
0.0% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
623,617
shares
|
$17 Million
0.29% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
584,209
shares
|
$16 Million
0.01% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
567,523
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
563,312
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
559,288
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
546,938
shares
|
$14.9 Million
0.02% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
541,781
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
533,435
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
528,183
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
518,160
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
518,146
shares
|
$14.2 Million
0.1% of portfolio
|
Q2 2025
Added 155.47%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
514,519
shares
|
$14.1 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
500,644
shares
|
$13.7 Million
1.09% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
467,112
shares
|
$12.8 Million
0.05% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
457,100
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
437,534
shares
|
$11.9 Million
0.05% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
423,994
shares
|
$11.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
417,174
shares
|
$11.4 Million
0.04% of portfolio
|
Q2 2025
Added 46.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
392,484
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
387,290
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
376,005
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 14.25%
|