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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
367
shares
|
$6,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
363
shares
|
$6,849
0.0% of portfolio
|
Q1 2025
Added 290.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
327
shares
|
$6,170
0.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
318
shares
|
$6,000
0.0% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$5,849
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
275
shares
|
$5,189
0.0% of portfolio
|
Q2 2025
Reduced 92.83%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
274
shares
|
$5,170
0.0% of portfolio
|
Q3 2025
Added 1145.45%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
267
shares
|
$5,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
248
shares
|
$4,679
0.0% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
218
shares
|
$4,113
0.0% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
217
shares
|
$4,094
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
211
shares
|
$3,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
205
shares
|
$3,868
0.0% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
201
shares
|
$3,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
190
shares
|
$3,585
0.0% of portfolio
|
Q2 2025
Added 763.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
181
shares
|
$3,415
0.0% of portfolio
|
Q3 2025
Reduced 59.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
173
shares
|
$3,264
0.0% of portfolio
|
Q2 2025
Added 66.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
170
shares
|
$3,207
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
170
shares
|
$3,207
0.0% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
146
shares
|
$2,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
145
shares
|
$2,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136
shares
|
$2,566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
127
shares
|
$2,396
0.0% of portfolio
|
Q2 2025
Added 4133.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
122
shares
|
$2,302
0.0% of portfolio
|
Q1 2025
Reduced 66.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
103
shares
|
$1,943
0.0% of portfolio
|
Q3 2025
Added 22.62%
|
|