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 |
|---|---|---|---|---|---|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
42,706
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
42,579
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
41,921
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
40,621
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Aug 14, 2025 Q2 2025 |
40,065
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
39,900
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 130.12%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
39,579
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
39,378
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
39,357
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
38,805
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
37,825
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Thomist Capital Management, LP
Houston, TX |
Aug 13, 2025 Q2 2025 |
37,100
shares
|
$1.01 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
36,966
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
36,872
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
36,000
shares
|
$983,160
0.0% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
35,855
shares
|
$979,200
0.0% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
35,503
shares
|
$969,586
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
35,175
shares
|
$960,629
0.02% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
34,608
shares
|
$945,144
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
34,190
shares
|
$933,728
0.44% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
33,639
shares
|
$918,681
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
33,405
shares
|
$912,290
0.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
32,588
shares
|
$889,978
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,359
shares
|
$883,724
0.05% of portfolio
|
Q3 2023
Added 0.5%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
30,830
shares
|
$841,967
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|