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 $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
74,323
shares
|
$1.98 Million
0.98% of portfolio
|
Q3 2023
Reduced 37.19%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
73,908
shares
|
$1.97 Million
0.24% of portfolio
|
Q1 2025
Reduced 48.64%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
73,056
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
72,933
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
72,796
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 33.88%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
71,241
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
70,291
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
68,135
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
68,111
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
68,068
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Added 105.19%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
67,942
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
65,406
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
65,269
shares
|
$1.74 Million
0.18% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
64,297
shares
|
$1.71 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
64,005
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 2841.41%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
63,230
shares
|
$1.68 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,801
shares
|
$1.67 Million
0.19% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,493
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 42.75%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
58,415
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
58,000
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
57,800
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
57,200
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
57,069
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
55,815
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
55,566
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|