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 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
25,634
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
25,600
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
25,514
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
25,396
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
25,371
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 24.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
24,834
shares
|
$994,601
0.02% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
24,739
shares
|
$990,796
0.06% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
24,457
shares
|
$979,502
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
24,372
shares
|
$976,098
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
23,871
shares
|
$956,033
0.0% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
23,613
shares
|
$945,700
0.03% of portfolio
|
Q3 2024
Added 108.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
23,368
shares
|
$935,888
0.0% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,916
shares
|
$917,785
0.01% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
22,819
shares
|
$913,900
0.06% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
22,563
shares
|
$903,648
0.23% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,550
shares
|
$903,127
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,445
shares
|
$898,922
0.03% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
22,232
shares
|
$890,391
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
21,971
shares
|
$879,938
0.1% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
21,776
shares
|
$872,128
0.03% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21,765
shares
|
$871,688
0.09% of portfolio
|
Q2 2024
Added 120816.67%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
21,495
shares
|
$860,874
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
21,134
shares
|
$846,416
0.0% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
21,046
shares
|
$842,892
0.05% of portfolio
|
Q3 2024
Added 29.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
20,740
shares
|
$830,636
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|