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 |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
53,810
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
53,500
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
52,621
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,891
shares
|
$1.44 Million
0.19% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
50,824
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
50,000
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
49,392
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
48,896
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
48,591
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
48,329
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.15%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
48,222
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
48,123
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,992
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2022
Reduced 8.62%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
47,360
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
46,727
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Added 97.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
46,117
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
46,008
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
45,747
shares
|
$1.27 Million
0.48% of portfolio
|
Q4 2022
Added 125.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
45,539
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 86.96%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
44,701
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,386
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
43,834
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
42,706
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
42,000
shares
|
$1.17 Million
0.33% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
41,829
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 534.54%
|