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 |
|---|---|---|---|---|---|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
218,150
shares
|
$5.96 Million
0.36% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
208,900
shares
|
$5.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.63%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
205,239
shares
|
$5.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
188,458
shares
|
$5.15 Million
0.1% of portfolio
|
Q2 2025
Added 1310.61%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
177,045
shares
|
$4.84 Million
0.95% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
172,561
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
171,336
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Added 134.92%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
170,194
shares
|
$4.65 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Aventail Capital Group, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
167,504
shares
|
$4.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
167,312
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
167,250
shares
|
$4.57 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Peregrine Capital Management LLC
|
Aug 01, 2025 Q2 2025 |
163,517
shares
|
$4.47 Million
0.13% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
158,213
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
156,300
shares
|
$4.27 Million
0.09% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
147,311
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2023
Reduced 4.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
146,298
shares
|
$4 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
142,900
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
142,602
shares
|
$3.89 Million
0.04% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
141,188
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
137,975
shares
|
$3.77 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
129,389
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2025
Added 195.18%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
126,659
shares
|
$3.46 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,169
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
124,408
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
123,984
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|