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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
695,463
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
635,822
shares
|
$19.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
624,869
shares
|
$19.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
621,405
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 62.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
569,118
shares
|
$17.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
560,244
shares
|
$17.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
557,972
shares
|
$17.1 Million
1.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
546,956
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
544,961
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
541,781
shares
|
$16.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
519,302
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Added 214.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
511,462
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
499,445
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
473,763
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Added 238.16%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
441,863
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
436,390
shares
|
$13.4 Million
0.09% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
417,746
shares
|
$12.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
417,139
shares
|
$12.8 Million
0.19% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
393,864
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
388,761
shares
|
$11.9 Million
0.11% of portfolio
|
Q4 2024
Added 221.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
386,067
shares
|
$11.8 Million
0.03% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
382,111
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
371,803
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
349,268
shares
|
$10.7 Million
0.83% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
347,057
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 25.8%
|