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 |
|---|---|---|---|---|---|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
186,523
shares
|
$5.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
172,525
shares
|
$5.29 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
168,381
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
156,858
shares
|
$4.81 Million
0.02% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
152,928
shares
|
$4.69 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
148,894
shares
|
$4.57 Million
0.08% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
147,311
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2023
Reduced 4.9%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
144,895
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
142,794
shares
|
$4.38 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
141,762
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.54%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
139,418
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
136,110
shares
|
$4.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
135,267
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
132,267
shares
|
$4.06 Million
1.08% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Homestead Advisers Corp
|
Feb 12, 2025 Q4 2024 |
129,200
shares
|
$3.96 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,169
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
124,514
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 67.92%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
123,984
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Peregrine Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
123,684
shares
|
$3.79 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
122,615
shares
|
$3.76 Million
0.05% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
122,523
shares
|
$3.76 Million
0.02% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
119,356
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
117,926
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
116,589
shares
|
$3.58 Million
0.07% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
116,413
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
Added 13.77%
|