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 |
|---|---|---|---|---|---|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
119,442
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
117,263
shares
|
$3.2 Million
1.16% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
112,346
shares
|
$3.07 Million
0.1% of portfolio
|
Q2 2025
Added 39.98%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
109,715
shares
|
$3 Million
0.17% of portfolio
|
Q2 2025
Added 747.09%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
108,322
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 42.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
108,132
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
107,381
shares
|
$2.93 Million
0.36% of portfolio
|
Q2 2025
Added 30.78%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
106,540
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
105,755
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
104,000
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 79.93%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
103,293
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
102,472
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
101,052
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
97,522
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
96,916
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
96,869
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
96,812
shares
|
$2.64 Million
0.63% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
96,812
shares
|
$2.64 Million
0.57% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
93,828
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
91,492
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 2.36%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
86,298
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
83,149
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
81,990
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Highbridge Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
81,750
shares
|
$2.23 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
81,253
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 42.05%
|