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 |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
41,376
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.25%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
41,003
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
40,915
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Energy Income Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
40,749
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
40,621
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
39,847
shares
|
$1.11 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
39,756
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2023
Added 5.73%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
39,357
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
38,805
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
38,085
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,987
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
36,178
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
36,000
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
35,869
shares
|
$996,440
0.01% of portfolio
|
Q1 2025
Reduced 88.18%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
35,781
shares
|
$993,996
0.07% of portfolio
|
Q1 2025
Added 27.38%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
35,762
shares
|
$993,468
0.04% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
35,503
shares
|
$986,273
0.05% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
35,475
shares
|
$985,495
0.0% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
35,312
shares
|
$980,967
0.02% of portfolio
|
Q1 2025
Reduced 68.32%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
35,175
shares
|
$977,161
0.02% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
34,190
shares
|
$949,798
0.59% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
33,639
shares
|
$934,491
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
32,820
shares
|
$911,739
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
32,714
shares
|
$908,794
0.0% of portfolio
|
Q1 2025
Added 26.27%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
32,580
shares
|
$905,072
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|