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 |
|---|---|---|---|---|---|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
184,993
shares
|
$3.49 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Nov 13, 2025 Q3 2025 |
167,523
shares
|
$3.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
167,100
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 60.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
164,864
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Added 120.22%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
163,028
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
159,810
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
149,868
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
147,769
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
147,532
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.07%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
147,311
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2023
Reduced 4.9%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
147,144
shares
|
$2.78 Million
0.77% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
143,652
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
142,905
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
142,602
shares
|
$2.69 Million
0.04% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
141,809
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
136,524
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
133,380
shares
|
$2.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
129,389
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Added 195.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
126,485
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 6613.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,169
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
124,262
shares
|
$2.34 Million
1.7% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
123,984
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
123,388
shares
|
$2.33 Million
0.13% of portfolio
|
Q3 2025
Added 108.0%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
122,855
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
118,676
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 44.74%
|
|