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 456 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 $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
872,527
shares
|
$33 Million
0.01% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
850,246
shares
|
$32.2 Million
1.06% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
806,577
shares
|
$30.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
800,033
shares
|
$30.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
792,231
shares
|
$30 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
738,763
shares
|
$28 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
635,822
shares
|
$24.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
631,639
shares
|
$23.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
569,118
shares
|
$21.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
560,244
shares
|
$21.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
557,972
shares
|
$21.1 Million
1.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
546,956
shares
|
$20.7 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
539,616
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
519,302
shares
|
$19.7 Million
0.01% of portfolio
|
Q4 2024
Added 214.72%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
484,119
shares
|
$18.3 Million
0.11% of portfolio
|
Q3 2024
Added 136.5%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
469,789
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Sir Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
466,254
shares
|
$17.6 Million
1.89% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
441,941
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
439,525
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2024
Added 43.87%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
432,825
shares
|
$16.4 Million
0.08% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
421,830
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
415,715
shares
|
$15.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 64.15%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
393,864
shares
|
$14.9 Million
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
391,107
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2024
Added 267.44%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
388,142
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 69.94%
|