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 454 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 $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
53,810
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
53,704
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
51,084
shares
|
$2.05 Million
0.27% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
48,297
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 35.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
48,123
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
48,119
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,992
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2022
Reduced 8.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
47,242
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,332
shares
|
$1.86 Million
0.19% of portfolio
|
Q3 2024
Added 34.69%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
46,008
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
45,747
shares
|
$1.83 Million
0.48% of portfolio
|
Q4 2022
Added 125.39%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
45,636
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,777
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
42,249
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
41,828
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
41,170
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
40,942
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
39,756
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2023
Added 5.73%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
39,133
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Added 34.11%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
38,898
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
38,638
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
37,054
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
35,726
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
35,516
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|