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 |
|---|---|---|---|---|---|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
349,034
shares
|
$9.53 Million
0.04% of portfolio
|
Q2 2025
Added 873.08%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
346,986
shares
|
$9.48 Million
0.38% of portfolio
|
Q1 2025
Added 730.37%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
337,212
shares
|
$9.21 Million
0.04% of portfolio
|
Q2 2025
Added 336.42%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
336,570
shares
|
$9.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
329,450
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
324,126
shares
|
$8.85 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
320,216
shares
|
$8.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.55%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
307,413
shares
|
$8.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
305,006
shares
|
$8.33 Million
0.92% of portfolio
|
Q2 2025
Added 63.35%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
302,800
shares
|
$8.27 Million
0.01% of portfolio
|
Q2 2025
Added 57.25%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
301,909
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
294,546
shares
|
$8.04 Million
0.01% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
290,876
shares
|
$7.94 Million
0.08% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
284,618
shares
|
$7.77 Million
0.02% of portfolio
|
Q2 2025
Added 254.2%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
284,079
shares
|
$7.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
280,303
shares
|
$7.66 Million
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Aug 14, 2025 Q2 2025 |
268,023
shares
|
$7.32 Million
0.42% of portfolio
|
Q2 2025
Reduced 81.76%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
264,356
shares
|
$7.22 Million
0.0% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
261,902
shares
|
$7.15 Million
0.7% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
246,729
shares
|
$6.74 Million
0.01% of portfolio
|
Q2 2025
Added 332.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
244,956
shares
|
$6.69 Million
0.0% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
236,222
shares
|
$6.45 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
221,600
shares
|
$6.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
219,898
shares
|
$6.01 Million
0.14% of portfolio
|
Q2 2025
Added 49.55%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
218,419
shares
|
$5.97 Million
0.01% of portfolio
|
Q2 2025
New holding
|