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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,223
shares
|
$23,078
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$22,644
0.0% of portfolio
|
Q3 2025
Added 316.67%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,182
shares
|
$22,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,178
shares
|
$22,228
0.0% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,101
shares
|
$20,775
0.02% of portfolio
|
Q1 2024
Reduced 52.15%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,066
shares
|
$20,115
0.01% of portfolio
|
Q3 2025
Reduced 91.53%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,057
shares
|
$19,945
0.0% of portfolio
|
Q3 2025
Reduced 32.85%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,015
shares
|
$19,153
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
944
shares
|
$17,813
0.0% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
877
shares
|
$16,548
0.0% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
851
shares
|
$16,058
0.0% of portfolio
|
Q3 2025
Added 452.6%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
800
shares
|
$15,096
0.0% of portfolio
|
Q3 2025
Reduced 95.88%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
795
shares
|
$15,001
0.0% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
752
shares
|
$14,190
0.0% of portfolio
|
Q3 2025
Added 124.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
701
shares
|
$13,227
0.0% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
670
shares
|
$12,642
0.0% of portfolio
|
Q3 2025
Added 45.34%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
657
shares
|
$12,397
0.01% of portfolio
|
Q3 2025
Reduced 77.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
547
shares
|
$10,321
0.0% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
517
shares
|
$9,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
503
shares
|
$9,491
0.0% of portfolio
|
Q3 2025
Added 157.95%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
474
shares
|
$8,944
0.0% of portfolio
|
Q3 2025
Added 62.33%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
461
shares
|
$8,699
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
449
shares
|
$8,472
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
423
shares
|
$7,982
0.0% of portfolio
|
Q3 2025
Added 171.15%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
376
shares
|
$7,095
0.01% of portfolio
|
Q1 2024
Reduced 5.76%
|
|