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 466 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 $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
50,037
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
48,123
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,992
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2022
Reduced 8.62%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
47,828
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
47,333
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 80.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
47,144
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
46,008
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
45,747
shares
|
$1.07 Million
0.48% of portfolio
|
Q4 2022
Added 125.39%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
44,701
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
44,642
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 43.78%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
44,451
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
43,850
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
43,076
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
42,920
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,429
shares
|
$996,232
0.04% of portfolio
|
Q4 2024
Reduced 31.6%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
41,787
shares
|
$981,158
0.05% of portfolio
|
Q4 2024
Added 202.67%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
41,358
shares
|
$971,085
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
41,159
shares
|
$966,413
0.05% of portfolio
|
Q4 2024
Added 277.78%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Feb 13, 2025 Q4 2024 |
40,000
shares
|
$939,200
0.23% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
39,756
shares
|
$933,470
0.01% of portfolio
|
Q2 2023
Added 5.73%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
39,633
shares
|
$930,582
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
39,084
shares
|
$917,692
0.01% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
38,799
shares
|
$911,000
0.1% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
38,355
shares
|
$900,575
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
37,095
shares
|
$870,990
0.02% of portfolio
|
Q1 2025
Added 49.37%
|