SMEAD CAPITAL MANAGEMENT, INC.
CRD #143567 SEC #801-67839 PHOENIX, AZ 602-889-3660
SEC Registered
Total AUM
$7.2B
Discretionary
$7B
Employees
19
Clients
--
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $7.2B | $7B | $155.4M | 19 | 0 |
| Feb 2024 | $6.1B | $5.9B | $158.1M | 17 | 0 |
| Mar 2023 | $5.3B | $5.2B | $94.7M | 16 | 0 |
| Mar 2023 | $5.3B | $5.2B | $94.7M | 16 | 0 |
| Mar 2022 | $4B | $3.9B | $80.8M | 13 | 0 |
| Apr 2021 | $1.8B | $1.8B | $2.4M | 14 | 0 |
| Mar 2021 | $1.8B | $1.8B | $2.4M | 14 | 0 |
| Oct 2020 | $2.3B | $2.3B | $2.5M | 13 | 0 |
| Jul 2020 | $2.3B | $2.3B | $2.5M | 15 | 0 |
| Jun 2020 | $2.3B | $2.3B | $2.5M | 15 | 0 |
| Mar 2020 | $2.3B | $2.3B | $2.5M | 15 | 0 |
| Mar 2019 | $2B | $2B | $2M | 14 | 0 |
| Dec 2018 | $2.3B | $2.3B | $0 | 13 | 0 |
| Mar 2018 | $2.3B | $2.3B | $0 | 13 | 0 |
| Feb 2018 | $2.3B | $2.3B | $0 | 13 | 454 |
| Mar 2017 | $2B | $2B | $0 | 12 | 26 |
| Nov 2016 | $2.3B | $2.3B | $0 | 11 | 26 |
| Apr 2016 | $2.3B | $2.3B | $0 | 11 | 26 |
| Mar 2016 | $2.3B | $2.3B | $0 | 11 | 26 |
| Jul 2015 | $1.6B | $1.6B | $0 | 11 | 200 |
| Mar 2015 | $1.1B | $1.1B | $0 | 12 | 200 |
| Sep 2014 | $762M | $762M | $0 | 9 | 200 |
| Jul 2014 | $762M | $762M | $0 | 9 | 200 |
| Mar 2014 | $762M | $762M | $0 | 9 | 200 |
| Jan 2014 | $285.9M | $271.6M | $14.3M | 6 | 200 |
| Mar 2013 | $285.9M | $271.6M | $14.3M | 6 | 200 |
| Aug 2012 | $169.9M | $169.9M | $0 | 1 | 200 |
| Mar 2012 | $169.9M | $169.9M | $0 | 1 | 200 |
| Apr 2010 | $168M | $168M | $0 | 5 | -- |
| Aug 2007 | $226.7M | $216.3M | $10.4M | 10 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$7.2B
Discretionary$7B
Non-Disc.$155.4M
Employees19
Clients0
DateFeb 2024
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$158.1M
Employees17
Clients0
DateMar 2023
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$94.7M
Employees16
Clients0
DateMar 2023
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$94.7M
Employees16
Clients0
DateMar 2022
Total AUM$4B
Discretionary$3.9B
Non-Disc.$80.8M
Employees13
Clients0
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$2.4M
Employees14
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$2.4M
Employees14
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.5M
Employees13
Clients0
DateJul 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.5M
Employees15
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.5M
Employees15
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.5M
Employees15
Clients0
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$2M
Employees14
Clients0
DateDec 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients454
DateMar 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients26
DateNov 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients26
DateApr 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients26
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients26
DateJul 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients200
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients200
DateSep 2014
Total AUM$762M
Discretionary$762M
Non-Disc.$0
Employees9
Clients200
DateJul 2014
Total AUM$762M
Discretionary$762M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$762M
Discretionary$762M
Non-Disc.$0
Employees9
Clients200
DateJan 2014
Total AUM$285.9M
Discretionary$271.6M
Non-Disc.$14.3M
Employees6
Clients200
DateMar 2013
Total AUM$285.9M
Discretionary$271.6M
Non-Disc.$14.3M
Employees6
Clients200
DateAug 2012
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees1
Clients200
DateApr 2010
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$226.7M
Discretionary$216.3M
Non-Disc.$10.4M
Employees10
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--