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 |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
25,851
shares
|
$487,808
0.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
24,779
shares
|
$467,579
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
24,213
shares
|
$456,899
0.0% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,445
shares
|
$423,537
0.03% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
22,380
shares
|
$422,310
0.0% of portfolio
|
Q3 2025
Added 34.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,299
shares
|
$420,782
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,189
shares
|
$418,706
0.0% of portfolio
|
Q3 2025
Added 68.58%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
22,100
shares
|
$417,027
0.0% of portfolio
|
Q3 2025
Reduced 27.54%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
21,994
shares
|
$415,026
0.06% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21,765
shares
|
$410,705
0.09% of portfolio
|
Q2 2024
Added 120816.67%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
21,524
shares
|
$406,157
0.0% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,876
shares
|
$393,930
0.0% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
20,860
shares
|
$393,628
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,470
shares
|
$386,268
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
20,071
shares
|
$378,739
0.0% of portfolio
|
Q3 2025
Reduced 50.59%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
19,766
shares
|
$372,984
0.05% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
19,734
shares
|
$372,380
0.0% of portfolio
|
Q3 2025
Added 130.05%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
19,454
shares
|
$367,096
0.0% of portfolio
|
Q3 2025
Reduced 96.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
19,254
shares
|
$363,322
0.0% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
19,187
shares
|
$362,058
0.01% of portfolio
|
Q3 2025
Added 218.62%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
19,042
shares
|
$359,322
0.1% of portfolio
|
Q3 2025
Added 40.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,957
shares
|
$357,718
0.0% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
18,828
shares
|
$355,284
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
18,514
shares
|
$349,359
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,365
shares
|
$346,547
0.02% of portfolio
|
Q3 2025
Added 56.89%
|
|