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 454 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 $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,711,629
shares
|
$790 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
15,167,824
shares
|
$608 Million
0.01% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
6,536,728
shares
|
$262 Million
0.06% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,287,815
shares
|
$252 Million
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4,137,670
shares
|
$166 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,796,326
shares
|
$152 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
3,385,492
shares
|
$136 Million
0.08% of portfolio
|
Q3 2024
Added 43.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,693,372
shares
|
$108 Million
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,076,000
shares
|
$83.2 Million
0.66% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
2,001,146
shares
|
$80.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
1,915,352
shares
|
$76.8 Million
0.08% of portfolio
|
Q3 2024
Added 43.97%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,792,573
shares
|
$71.9 Million
1.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,438,057
shares
|
$57.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
1,424,827
shares
|
$57.1 Million
0.22% of portfolio
|
Q3 2024
Added 282.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,373,567
shares
|
$55.1 Million
0.0% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,309,255
shares
|
$52.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Frontier Capital Management CO LLC
|
Nov 14, 2024 Q3 2024 |
1,225,465
shares
|
$49.1 Million
0.49% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,223,038
shares
|
$49 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,098,259
shares
|
$44 Million
1.17% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
1,090,635
shares
|
$43.7 Million
0.3% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,089,948
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,015,138
shares
|
$40.7 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
994,358
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
977,220
shares
|
$39.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
878,134
shares
|
$35.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|