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 $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Capital Management CO LLC
|
May 15, 2025 Q1 2025 |
831,331
shares
|
$23.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
710,865
shares
|
$19.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.49%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
701,437
shares
|
$19.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
687,863
shares
|
$19.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
653,705
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
639,882
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2025
Added 498.68%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
631,370
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
623,617
shares
|
$17.3 Million
0.29% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
583,013
shares
|
$16.2 Million
1.52% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
559,288
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
541,781
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
522,974
shares
|
$14.5 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
516,649
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
510,121
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.25%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
506,650
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Added 22.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
499,854
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
462,291
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
461,618
shares
|
$12.8 Million
0.07% of portfolio
|
Q1 2025
Added 38.38%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
461,044
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
448,609
shares
|
$12.5 Million
0.34% of portfolio
|
Q1 2025
Added 50.26%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
433,834
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Added 272.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
423,994
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
405,332
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Added 42.19%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
402,867
shares
|
$11.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
388,639
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.67%
|