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 440 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 |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
76,161
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 231.19%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
74,673
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
74,613
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
74,323
shares
|
$1.4 Million
0.72% of portfolio
|
Q3 2023
Reduced 37.19%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
73,194
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
71,599
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
70,821
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
69,935
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
69,318
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
68,997
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
68,068
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 105.19%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
67,826
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
64,220
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
64,005
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 2841.41%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 13, 2025 Q3 2025 |
63,103
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 57.5%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
62,807
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
62,801
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
62,531
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
61,912
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
58,449
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
56,490
shares
|
$1.07 Million
0.66% of portfolio
|
Q3 2025
Added 65.22%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
55,810
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
55,443
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
53,952
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
53,099
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 48.59%
|
|