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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,630
shares
|
$162,848
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,586
shares
|
$162,017
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
8,465
shares
|
$159,734
0.09% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
8,419
shares
|
$158,866
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
8,377
shares
|
$158,073
0.01% of portfolio
|
Q3 2025
Reduced 35.69%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
8,290
shares
|
$156,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,271
shares
|
$156,073
0.0% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
8,175
shares
|
$154,262
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
8,023
shares
|
$151,394
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,906
shares
|
$149,186
0.0% of portfolio
|
Q3 2025
Added 156.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,236
shares
|
$136,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$130,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,865
shares
|
$129,542
0.01% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
6,596
shares
|
$124,466
0.23% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,248
shares
|
$117,899
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,188
shares
|
$116,767
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
6,106
shares
|
$115,220
0.08% of portfolio
|
Q3 2025
Added 47.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
5,945
shares
|
$112,182
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,888
shares
|
$111,106
0.0% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,876
shares
|
$110,880
0.14% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
5,738
shares
|
$108,276
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,121
shares
|
$96,633
0.0% of portfolio
|
Q3 2025
Added 501.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,180
shares
|
$78,876
0.0% of portfolio
|
Q3 2025
Reduced 55.99%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
4,114
shares
|
$77,631
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
4,060
shares
|
$76,612
0.06% of portfolio
|
Q2 2025
Added 46.84%
|
|