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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
419,260
shares
|
$7.91 Million
0.01% of portfolio
|
Q3 2025
Added 404.23%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
415,868
shares
|
$7.85 Million
0.02% of portfolio
|
Q3 2025
Added 48.36%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
389,307
shares
|
$7.35 Million
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
383,745
shares
|
$7.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
380,166
shares
|
$7.17 Million
0.04% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
356,608
shares
|
$6.73 Million
0.1% of portfolio
|
Q3 2025
Added 22.6%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
335,805
shares
|
$6.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
324,126
shares
|
$6.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
319,401
shares
|
$6.03 Million
0.87% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
314,272
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
295,571
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
287,825
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 80.01%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
284,616
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
279,425
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
254,766
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2025
Added 135.19%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
245,572
shares
|
$4.63 Million
0.72% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
243,651
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2025
Added 41.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
235,706
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
226,088
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.33%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
221,800
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
219,834
shares
|
$4.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.76%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
218,150
shares
|
$4.12 Million
0.36% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
214,936
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
209,494
shares
|
$3.95 Million
0.15% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
204,863
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|