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 |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
59,320
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
56,951
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
56,948
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 82.93%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
55,559
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
54,308
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
53,760
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
53,500
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
52,388
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
51,257
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 86.15%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Aug 13, 2025 Q2 2025 |
50,000
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
48,591
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
48,222
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,992
shares
|
$1.31 Million
0.33% of portfolio
|
Q3 2022
Reduced 8.62%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
47,481
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Added 117.81%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
47,053
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
46,800
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
46,008
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
45,747
shares
|
$1.25 Million
0.48% of portfolio
|
Q4 2022
Added 125.39%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
45,468
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
44,913
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
44,655
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 86.4%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
44,610
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
44,590
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
44,051
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Added 52341.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
43,062
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 188.93%
|