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 474 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 $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
12,547
shares
|
$384,816
0.01% of portfolio
|
Q4 2024
Added 44.8%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
12,384
shares
|
$379,817
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,214
shares
|
$374,603
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,015
shares
|
$368,500
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,970
shares
|
$367,119
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,905
shares
|
$365,126
0.02% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,700
shares
|
$358,839
0.0% of portfolio
|
Q4 2024
Reduced 48.12%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
11,609
shares
|
$356,048
0.01% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
11,461
shares
|
$351,508
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
11,452
shares
|
$351,232
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
11,445
shares
|
$351,018
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
11,362
shares
|
$348,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,225
shares
|
$344,270
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
11,178
shares
|
$342,829
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
11,169
shares
|
$342,553
0.02% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,049
shares
|
$338,872
0.0% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,947
shares
|
$335,744
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
10,708
shares
|
$328,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,488
shares
|
$321,666
0.0% of portfolio
|
Q4 2024
Added 30.92%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,326
shares
|
$316,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
10,229
shares
|
$313,723
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
9,928
shares
|
$304,491
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,881
shares
|
$303,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,603
shares
|
$294,524
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,578
shares
|
$293,757
0.05% of portfolio
|
Q4 2024
New holding
|