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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,838
shares
|
$72,423
0.0% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,790
shares
|
$71,517
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,740
shares
|
$70,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,425
shares
|
$64,629
0.06% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,300
shares
|
$62,271
0.07% of portfolio
|
Q2 2025
Added 90.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,299
shares
|
$62,252
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,208
shares
|
$60,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,056
shares
|
$57,666
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,493
shares
|
$47,042
0.0% of portfolio
|
Q3 2025
Reduced 77.55%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,417
shares
|
$45,608
0.01% of portfolio
|
Q3 2025
Reduced 59.05%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
2,249
shares
|
$42,438
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,034
shares
|
$38,381
0.0% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,010
shares
|
$37,928
0.0% of portfolio
|
Q3 2025
Added 36.27%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,936
shares
|
$36,532
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,776
shares
|
$33,513
0.01% of portfolio
|
Q3 2025
Added 201.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,739
shares
|
$32,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,725
shares
|
$32,550
0.03% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
1,626
shares
|
$30,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,560
shares
|
$29,437
0.0% of portfolio
|
Q1 2025
Added 57.58%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,430
shares
|
$26,984
0.0% of portfolio
|
Q3 2025
Added 220.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,429
shares
|
$26,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,400
shares
|
$26,418
0.0% of portfolio
|
Q2 2020
Reduced 62.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,400
shares
|
$26,418
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,262
shares
|
$23,813
0.0% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,245
shares
|
$23,493
0.0% of portfolio
|
Q3 2025
New holding
|
|