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Get Institutions for : 
Sm Energy Company (SM)  
$50.44 0.43 (0.86%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 355    15
Total shares held : 
 108,876,643  
% of shares held : 
 95.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 3,011,540  
% of shares held change : 
   2.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.86  
Last Quarter's Ending Price : 
 $38.72  
Last Quarter's Average Price : 
 $38.56  
Change from last quarter's     
avg. price to the last closing  : 
11.88 (30.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 6,040,830
 5.55%
 
Increased Positions :
133
 7,316,146
 6.72%
 
Unchanged Positions :
58
 1,257,354
 1.15%
 
Decreased Positions :
125
-8,171,324
-7.51%
 
Closed Positions :
54
-2,174,112
-2%
 
Guru Positions :
2
136,027
 0.12%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 688 - 2023-12-31 20,179,832 $781,363,000 -63,541
   VANGUARD GROUP INC 909 - 2023-12-31 14,337,961 $555,166,000 -154,436
   STATE STREET CORP 719 - 2023-12-31 6,674,610 $258,441,000 290,364
   DIMENSIONAL FUND ADVISORS INC 362 - 2023-12-31 5,509,379 $213,326,000 493,427
   J P MORGAN CHASE & CO 683 - 2023-12-31 3,636,810 $140,817,000 1,788,011
   T. Rowe Price Investment Management Inc. 254 *New 2023-12-31 2,977,520 $115,290,000 2,977,520
   FRONTIER CAPITAL MANAGEMENT CO LLC 13 - 2023-12-31 2,970,472 $115,017,000 -483,163
   GEODE CAPITAL MANAGEMENT LLC 881 - 2023-12-31 2,532,947 $98,087,000 80,546
   MACQUARIE GROUP LTD 279 - 2023-12-31 2,222,918 $86,071,000 62,421
   AMERICAN CENTURY COMPANIES INC 385 - 2023-12-31 1,919,768 $74,333,000 372,453
   RIVER ROAD ASSET MANAGEMENT LLC 35 - 2023-12-31 1,838,975 $71,205,000 -439,770
   RENAISSANCE TECHNOLOGIES LLC 237 - 2023-12-31 1,700,500 $65,843,000 75,000
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 827 - 2023-12-31 1,593,103 $61,685,000 64,781
   MORGAN STANLEY 1575 - 2023-12-31 1,496,202 $57,933,000 49,488
   BANK OF NEW YORK MELLON CORP 992 - 2023-12-31 1,397,197 $54,099,000 -6,292
   NORTHERN TRUST CORP 956 - 2023-12-31 1,395,042 $54,016,000 14,850
   Aventail Capital Group LP 8 - 2023-12-31 1,390,797 $53,852,000 974,468
   GOLDMAN SACHS GROUP INC/ 968 - 2023-12-31 1,346,941 $52,154,000 -120,861
   CONGRESS ASSET MANAGEMENT CO /MA 90 - 2024-03-31 1,021,032 $50,898,000 143,293
   WESTWOOD HOLDINGS GROUP INC 97 *New 2023-12-31 1,293,271 $50,075,000 1,293,271
   INVESCO LTD 1063 - 2023-12-31 1,107,193 $42,871,000 -947,310
   Allspring Global Investments Holdings LLC 380 - 2024-03-31 842,960 $42,022,000 91,507
   FIRST TRUST ADVISORS LP 473 - 2023-12-31 1,077,231 $41,710,000 198,473
   AMERIPRISE FINANCIAL INC 877 - 2023-12-31 1,025,067 $39,691,000 -138,265
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 169 - 2023-12-31 1,010,713 $39,135,000 -21,733
   PALISADE CAPITAL MANAGEMENT LLC/NJ 21 - 2023-12-31 988,723 $38,283,000 -114,443
   CHANNING CAPITAL MANAGEMENT LLC 42 - 2023-12-31 932,435 $36,104,000 -240,114
   TRIBUTARY CAPITAL MANAGEMENT, LLC 5 - 2024-03-31 567,725 $28,301,000 -6,395
   GANNETT WELSH & KOTLER 162 - 2023-12-31 685,056 $26,526,000 -23,907
   SIR CAPITAL MANAGEMENT, L.P. 13 - 2023-12-31 667,600 $25,849,000 121,900
   NUVEEN ASSET MANAGEMENT, LLC 1006 - 2023-12-31 642,443 $24,875,000 -38,390
   PRICE T ROWE ASSOCIATES INC /MD/ 902 - 2023-12-31 639,668 $24,769,000 9,361
   WEDGE CAPITAL MANAGEMENT L L P/NC 74 - 2023-12-31 629,627 $24,379,000 94,419
   PRINCIPAL FINANCIAL GROUP INC 777 - 2023-12-31 606,466 $23,482,000 -68,512
   D E SHAW & CO INC 447 - 2023-12-31 590,084 $22,848,000 -198,024
   BANK OF AMERICA CORP /DE/ 1767 - 2023-12-31 536,297 $20,765,000 96,899
   WELLINGTON MANAGEMENT CO LLP 929 - 2023-12-31 511,420 $19,802,000 -3,365
   MILLENNIUM MANAGEMENT LLC 1004 - 2023-12-31 494,741 $19,156,000 -1,767,337
   Standard Life Aberdeen plc 414 - 2023-12-31 466,012 $18,044,000 -21,093
   PRUDENTIAL FINANCIAL INC 472 - 2023-12-31 462,189 $17,896,000 -3,333
   RHUMBLINE ADVISERS 796 - 2023-12-31 415,781 $16,099,000 -10,063
   ENVESTNET ASSET MANAGEMENT INC 1181 - 2023-12-31 396,291 $15,344,000 54,393
   GLENMEDE TRUST CO NA 260 - 2023-12-31 389,368 $15,076,000 -9,143
   FMR LLC 1671 - 2023-12-31 389,177 $15,069,000 -24,067
   LEGAL & GENERAL GROUP PLC 949 - 2023-12-31 382,540 $14,812,000 -8,120
   OSLO ASSET MANAGEMENT ASA 1 - 2023-12-31 350,108 $13,556,000 0
   BRANDYWINE ASSET MANAGEMENT LLC 210 *New 2023-12-31 317,931 $12,310,000 317,931
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 593 - 2023-12-31 307,784 $11,917,000 233,884
   BARCLAYS PLC 1018 - 2023-12-31 276,213 $10,695,000 -50,702
   MACKENZIE FINANCIAL CORP 422 - 2023-12-31 276,048 $10,689,000 108,803
   HODGES CAPITAL MANAGEMENT INC. 41 - 2024-03-31 211,196 $10,528,000 -346,830
   Baird Financial Group Inc. 445 - 2023-12-31 265,502 $10,280,000 29,962
   ALYESKA INVESTMENT GROUP, L.P. 257 - 2023-12-31 261,803 $10,137,000 -162,028
   ALGERT COLDIRON INVESTORS LLC 24 - 2023-12-31 259,206 $10,036,000 -17,779
   BNP PARIBAS ARBITRAGE SA 688 - 2023-12-31 245,272 $9,497,000 -198,640
   THRIVENT FINANCIAL FOR LUTHERANS 622 - 2023-12-31 243,650 $9,434,000 23,581
   PUBLIC SECTOR PENSION INVESTMENT BOARD 156 - 2023-12-31 241,372 $9,346,000 94,702
   Cambria Investment Management L.P. 83 - 2023-12-31 240,241 $9,302,000 76,654
   Swiss National Bank 944 - 2023-12-31 233,900 $9,057,000 -31,100
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 11 - 2023-12-31 225,991 $8,750,000 5,713
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 926 - 2023-12-31 222,674 $8,622,000 -19,291
   ALLIANCEBERNSTEIN L.P. 1238 - 2023-12-31 219,862 $8,513,000 64,602
   Assenagon Asset Management S.A. 479 - 2023-12-31 209,641 $8,117,000 40,158
   RAFFERTY ASSET MANAGEMENT LLC 342 - 2023-12-31 198,380 $7,681,000 21,102
   CITIGROUP INC 934 - 2023-12-31 192,669 $7,460,000 17,791
   Point72 Asset Management L.P. 611 - 2023-12-31 190,498 $7,376,000 179,549
   EAGLE ASSET MANAGEMENT INC 325 - 2023-12-31 186,440 $7,219,000 -30,263
   DEUTSCHE BANK AG 1106 - 2023-12-31 186,061 $7,204,000 112,256
   ALLIANZ ASSET MANAGEMENT AG 667 *New 2023-12-31 184,762 $7,154,000 184,762
   COMERICA BANK 523 - 2023-12-31 184,470 $7,143,000 17,675
   EVOKE WEALTH LLC 70 - 2023-12-31 182,890 $7,082,000 45
   SILVER POINT CAPITAL L.P. 8 *New 2023-12-31 182,700 $7,074,000 182,700
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 660 - 2023-12-31 179,598 $6,954,000 -453,178
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 178,696 $6,919,000 -6,948
   KENNEDY CAPITAL MANAGEMENT INC 250 *New 2023-12-31 173,080 $6,702,000 173,080
   RAYMOND JAMES & ASSOCIATES 1383 - 2023-12-31 160,859 $6,228,000 -31,996
   RE ADVISERS CORP 64 - 2023-12-31 153,300 $5,936,000 0
   FEDERATED INVESTORS INC /PA/ 673 - 2023-12-31 151,869 $5,880,000 24,371
   UBS Group AG 1875 - 2023-12-31 151,136 $5,852,000 18,354
   MARINER WEALTH ADVISORS, LLC 630 - 2023-12-31 150,626 $5,832,000 -1,741
   PUTNAM INVESTMENTS LLC 368 - 2023-12-31 147,311 $5,704,000 -7,591
   CAPITAL FUND MANAGEMENT S.A. 331 - 2023-12-31 137,419 $5,321,000 -1,724
   Congress Wealth Management LLC / DE / 223 - 2024-03-31 104,545 $5,212,000 23,438
   LSP Investment Advisors LLC 5 *New 2023-12-31 133,406 $5,165,000 133,406
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 127,935 $4,954,000 -20
   Russell Investments Group Ltd. 1132 - 2023-12-31 127,678 $4,944,000 -193,127
   CREDIT SUISSE/ 1329 - 2023-12-31 125,998 $4,879,000 -1,172
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 931 - 2023-12-31 125,182 $4,847,000 -7,903
   ExodusPoint Capital Management LP 335 - 2023-12-31 115,473 $4,471,000 -60,748
   MILLER HOWARD INVESTMENTS INC /NY 97 - 2024-03-31 88,118 $4,393,000 1,004
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1290 - 2023-12-31 107,435 $4,160,000 4,002
   WELLS FARGO & CO/MN 2041 - 2023-12-31 106,460 $4,122,000 17,255
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 457 - 2023-12-31 106,000 $4,104,000 -74,500
   1492 Capital Management LLC 10 - 2023-12-31 105,287 $4,077,000 -31,749
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 736 - 2023-12-31 102,971 $3,987,000 83,453
   TEXAS PERMANENT SCHOOL FUND 634 - 2023-12-31 102,582 $3,972,000 1,800
   VICTORY CAPITAL MANAGEMENT INC 1247 - 2023-12-31 99,334 $3,846,000 15,691
   GREAT WEST LIFE ASSURANCE CO /CAN/ 911 - 2023-12-31 98,303 $3,801,000 -7,549
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 278 - 2023-12-31 97,003 $3,756,000 5,825
   Tanglewood Legacy Advisors LLC 11 - 2024-03-31 74,323 $3,705,000 0
  100 Records found
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