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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,359
shares
|
$898,933
0.05% of portfolio
|
Q3 2023
Added 0.5%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
32,149
shares
|
$893,099
0.0% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
30,830
shares
|
$856,457
0.0% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
30,682
shares
|
$852,345
0.09% of portfolio
|
Q1 2025
Added 289.86%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,209
shares
|
$811,426
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
May 07, 2025 Q1 2025 |
29,120
shares
|
$808,953
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
28,377
shares
|
$788,313
0.0% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
27,536
shares
|
$764,950
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
27,381
shares
|
$760,644
0.0% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
26,946
shares
|
$748,559
0.0% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
26,251
shares
|
$729,252
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,739
shares
|
$715,029
0.0% of portfolio
|
Q1 2025
Reduced 80.97%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
25,390
shares
|
$705,334
0.01% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
25,260
shares
|
$701,722
0.19% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
24,856
shares
|
$690,499
0.05% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
24,812
shares
|
$689,277
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
24,685
shares
|
$685,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
24,308
shares
|
$675,276
0.03% of portfolio
|
Q1 2025
Added 221.53%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
23,957
shares
|
$665,525
0.01% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,445
shares
|
$623,522
0.03% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
21,888
shares
|
$608,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
21,799
shares
|
$605,576
0.05% of portfolio
|
Q1 2025
Added 90.47%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21,765
shares
|
$604,631
0.09% of portfolio
|
Q2 2024
Added 120816.67%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
20,393
shares
|
$566,517
0.04% of portfolio
|
Q1 2025
Added 145.14%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
20,010
shares
|
$555,877
0.0% of portfolio
|
Q1 2025
Reduced 51.62%
|