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 |
|---|---|---|---|---|---|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
881,222
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
851,710
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Frontier Capital Management CO LLC
|
Nov 14, 2025 Q3 2025 |
796,947
shares
|
$15 Million
0.2% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
772,772
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
654,748
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
616,866
shares
|
$11.6 Million
0.05% of portfolio
|
Q3 2025
Added 100.66%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
606,816
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
593,856
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
592,940
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
582,652
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
574,107
shares
|
$10.8 Million
0.35% of portfolio
|
Q3 2025
Added 70.58%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
555,023
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
542,189
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
541,781
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
541,622
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Added 69.14%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
530,025
shares
|
$10 Million
0.24% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
514,960
shares
|
$9.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
487,736
shares
|
$9.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
486,180
shares
|
$9.17 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
482,150
shares
|
$9.1 Million
0.05% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
480,917
shares
|
$9.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
470,027
shares
|
$8.87 Million
0.05% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
448,436
shares
|
$8.46 Million
0.04% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
444,300
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
423,994
shares
|
$8 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.84%
|
|