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 441 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 |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
103
shares
|
$1,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
103
shares
|
$1,943
0.0% of portfolio
|
Q3 2025
Added 22.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
100
shares
|
$1,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$1,887
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
98
shares
|
$1,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
80
shares
|
$1,509
0.0% of portfolio
|
Q3 2025
Added 70.21%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
80
shares
|
$1,509
0.0% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
78
shares
|
$1,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
75
shares
|
$1,415
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
65
shares
|
$1,226
0.0% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
58
shares
|
$1,094
0.0% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
55
shares
|
$1,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$943
0.0% of portfolio
|
Q2 2025
Reduced 85.34%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
48
shares
|
$905
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
45
shares
|
$849
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
42
shares
|
$792
0.0% of portfolio
|
Q2 2025
Added 82.61%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
40
shares
|
$754
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
37
shares
|
$698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
35
shares
|
$660
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
34
shares
|
$641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
31
shares
|
$584
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
29
shares
|
$547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
25
shares
|
$471
0.0% of portfolio
|
Q2 2025
New holding
|
|