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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
191,935
shares
|
$5.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
186,715
shares
|
$5.19 Million
0.71% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
178,950
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Added 77.7%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
175,413
shares
|
$4.87 Million
0.02% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
175,061
shares
|
$4.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
172,344
shares
|
$4.79 Million
0.6% of portfolio
|
Q1 2025
Added 53.13%
|
|
|
Aventail Capital Group, LP
New York, NY |
May 15, 2025 Q1 2025 |
167,504
shares
|
$4.65 Million
0.27% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
162,849
shares
|
$4.52 Million
0.17% of portfolio
|
Q1 2025
Added 31.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
161,825
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 70.41%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
148,207
shares
|
$4.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
147,311
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2023
Reduced 4.9%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
147,041
shares
|
$4.08 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
145,922
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 43.94%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
138,570
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
135,058
shares
|
$3.75 Million
0.95% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
132,782
shares
|
$3.69 Million
0.05% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
128,907
shares
|
$3.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
126,659
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,169
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
124,572
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
123,984
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
123,349
shares
|
$3.43 Million
0.04% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
116,055
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
110,338
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
107,381
shares
|
$2.98 Million
0.36% of portfolio
|
Q2 2025
Added 30.78%
|