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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7,560
shares
|
$231,865
0.02% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
7,539
shares
|
$231,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
7,414
shares
|
$227,387
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
7,238
shares
|
$221,989
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
7,234
shares
|
$221,866
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,975
shares
|
$213,923
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,951
shares
|
$213,187
0.01% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$212,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,823
shares
|
$209,261
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,718
shares
|
$206,041
0.0% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
6,606
shares
|
$202,606
0.02% of portfolio
|
Q4 2024
Reduced 97.42%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
6,596
shares
|
$202,299
0.23% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
6,592
shares
|
$202,176
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,528
shares
|
$200,213
0.1% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
6,503
shares
|
$199,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,408
shares
|
$196,533
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,383
shares
|
$195,766
0.01% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
6,277
shares
|
$192,515
0.04% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,237
shares
|
$191,288
0.12% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,037
shares
|
$185,154
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,888
shares
|
$180,584
0.0% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,888
shares
|
$180,584
0.0% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,876
shares
|
$180,216
0.14% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,866
shares
|
$179,910
0.01% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
5,738
shares
|
$175,984
0.0% of portfolio
|
Q3 2023
New holding
|