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 440 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,905
shares
|
$224,647
0.01% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
11,624
shares
|
$219,344
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,575
shares
|
$218,420
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
11,365
shares
|
$214,457
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
11,169
shares
|
$210,759
0.01% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,946
shares
|
$206,551
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
10,915
shares
|
$205,966
0.0% of portfolio
|
Q3 2025
Reduced 57.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
10,500
shares
|
$198,135
0.0% of portfolio
|
Q3 2025
Reduced 94.97%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
10,469
shares
|
$197,550
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
10,375
shares
|
$195,776
0.01% of portfolio
|
Q3 2025
Reduced 81.78%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
10,281
shares
|
$194,002
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
10,262
shares
|
$193,643
0.06% of portfolio
|
Q1 2025
Added 32.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,857
shares
|
$186,001
0.0% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,824
shares
|
$185,378
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,686
shares
|
$182,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
9,660
shares
|
$182,284
0.1% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,660
shares
|
$182,284
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
9,540
shares
|
$180,019
0.01% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,486
shares
|
$179,000
0.0% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$172,660
0.09% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,097
shares
|
$171,660
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
9,047
shares
|
$170,716
0.01% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,985
shares
|
$169,546
0.02% of portfolio
|
Q2 2022
Added 7.72%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
8,913
shares
|
$168,188
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,717
shares
|
$164,489
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|