SM Energy (SM) Institutional Ownership $28.28 +1.15 (+4.24%) Closing price 03:59 PM EasternExtended Trading$28.36 +0.09 (+0.30%) As of 07:55 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)CurrentInstitutional OwnershipPercentage94.56%Number ofInstitutional Buyers(last 12 months)274TotalInstitutional Inflows(last 12 months)$1.06BNumber ofInstitutional Sellers(last 12 months)170TotalInstitutional Outflows(last 12 months)$454.56M Get SM Insider Trade Alerts Want to know when executives and insiders are buying or selling SM Energy stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data SM Institutional Buying and Selling by Quarter SM Energy Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/3/2025 Inspire Investing LLC13,306$399K0.0%+16.2%0.012% 6/2/2025 Hodges Capital Management Inc.73,908$2.21M0.2%-48.2%0.065% 5/28/2025 Strs Ohio18,000$539K0.0%N/A0.016% 5/20/2025 Intech Investment Management LLC123,349$3.69M0.0%+0.6%0.108% 5/20/2025 Focus Partners Wealth104,654$3.13M0.0%+1.4%0.091% 5/20/2025 Flaharty Asset Management LLC1,500$45K0.0%N/A0.001% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC375,916$11.26M0.0%+1.1%0.328% 5/16/2025 Empowered Funds LLC35,312$1.06M0.0%-68.3%0.031% 5/16/2025 United Services Automobile Association7,542$222K0.0%N/A0.007% 5/16/2025 Caxton Associates LLP147,041$4.40M0.2%N/A0.128% Get the Latest News and Ratings for SM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SM Energy and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Sciencast Management LP25,260$757K0.2%-9.0%0.022% 5/16/2025 Goldman Sachs Group Inc.510,121$15.28M0.0%-62.3%0.446% 5/16/2025 Legacy Wealth Managment LLC ID2,639$79K0.1%+52.2%0.002% 5/16/2025 Petrus Trust Company LTA30,682$919K0.1%+289.9%0.027% 5/16/2025 NewEdge Advisors LLC3,248$97K0.0%+44.9%0.003% 5/16/2025 Millennium Management LLC1,884,536$56.44M0.0%+663.7%1.646% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,111$2.04M0.0%+4.6%0.060% 5/16/2025 Corigliano Investment Advisers LLC328,983$9.85M4.4%N/A0.287% 5/16/2025 AQR Capital Management LLC145,922$4.37M0.0%+43.9%0.127% 5/16/2025 Alyeska Investment Group L.P.522,974$15.66M0.1%N/A0.457% 5/15/2025 PDT Partners LLC12,952$388K0.0%-57.2%0.011% 5/15/2025 Royal Bank of Canada91,916$2.75M0.0%+27.7%0.080% 5/15/2025 Energy Income Partners LLC40,749$1.22M0.0%+2.8%0.036% 5/15/2025 DRW Securities LLC36,178$1.08M0.0%N/A0.032% 5/15/2025 Baird Financial Group Inc.388,639$11.64M0.0%+0.7%0.340% 5/15/2025 Panagora Asset Management Inc.461,618$13.83M0.1%+38.4%0.403% 5/15/2025 Vident Advisory LLC19,470$583K0.0%+18.0%0.017% 5/15/2025 Magnetar Financial LLC346,986$10.39M0.1%+730.4%0.303% 5/15/2025 Canada Pension Plan Investment Board57,800$1.73M0.0%N/A0.050% 5/14/2025 Rafferty Asset Management LLC175,413$5.25M0.0%+11.8%0.153% 5/14/2025 Corebridge Financial Inc.59,749$1.79M0.0%-1.9%0.052% 5/14/2025 Comerica Bank116,055$3.48M0.0%-2.8%0.101% 5/14/2025 MetLife Investment Management LLC67,942$2.04M0.0%-1.6%0.059% 5/14/2025 Jump Financial LLC88,909$2.66M0.0%+371.0%0.078% 5/14/2025 Northwestern Mutual Wealth Management Co.1,017$30K0.0%+69.5%0.001% 5/14/2025 AlphaQuest LLC16,119$483K0.1%+71.4%0.014% 5/14/2025 Channing Capital Management LLC1,558,569$46.68M1.4%+33.5%1.362% 5/14/2025 CW Advisors LLC132,782$3.98M0.0%+13.9%0.116% 5/14/2025 Hsbc Holdings PLC14,570$437K0.0%-28.0%0.013% 5/14/2025 HITE Hedge Asset Management LLC1,469,289$44.01M2.7%N/A1.284% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. 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Get the FREE Guide Before Markets Open Tomorrow5/13/2025 Northern Trust Corp1,398,391$41.88M0.0%-3.5%1.222% 5/13/2025 Brooklyn Investment Group1,138$34K0.0%+1,097.9%0.001% 5/13/2025 Algert Global LLC13,360$400K0.0%-11.6%0.012% 5/13/2025 Corient IA LLC7,500$225K0.2%N/A0.007% 5/13/2025 CacheTech Inc.96,812$2.90M0.6%+32.1%0.085% 5/13/2025 Raymond James Financial Inc.516,649$15.47M0.0%-9.2%0.451% 5/13/2025 Cresset Asset Management LLC27,536$825K0.0%+3.1%0.024% 5/13/2025 American Century Companies Inc.3,909,004$117.08M0.1%+6.2%3.415% 5/13/2025 Ethic Inc.37,987$1.13M0.0%-26.1%0.033% 5/13/2025 Aberdeen Group plc446,759$13.36M0.0%+16.9%0.390% 5/13/2025 Dimensional Fund Advisors LP6,307,316$188.90M0.0%-3.7%5.510% 5/13/2025 Fox Run Management L.L.C.12,260$367K0.1%+9.7%0.011% 5/13/2025 Boston Partners38,085$1.14M0.0%+28.6%0.033% 5/13/2025 Caitong International Asset Management Co. Ltd1,899$57K0.0%+73.1%0.002% 5/13/2025 Russell Investments Group Ltd.192,565$5.77M0.0%+114.1%0.168% 5/12/2025 Public Sector Pension Investment Board405,332$12.14M0.1%+42.2%0.354% 5/12/2025 AIA Group Ltd8,631$258K0.0%+32.7%0.008% 5/12/2025 Nuveen LLC631,370$18.91M0.0%N/A0.552% 5/12/2025 Virtu Financial LLC24,812$743K0.0%N/A0.022% 5/12/2025 Invesco Ltd.1,873,860$56.12M0.0%+169.4%1.637% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.284,339$8.52M0.0%+1,363.9%0.248% 5/12/2025 Townsquare Capital LLC104,202$3.12M0.0%-75.0%0.091% 5/12/2025 National Bank of Canada FI7,872$236K0.0%+12.9%0.007% 5/12/2025 Swiss National Bank221,600$6.64M0.0%-1.4%0.194% 5/12/2025 Maryland State Retirement & Pension System33,427$1.00M0.0%-12.8%0.029% 5/9/2025 Mutual of America Capital Management LLC16,662$499K0.0%-3.9%0.015% 5/9/2025 Deutsche Bank AG110,338$3.31M0.0%-1.2%0.096% 5/9/2025 Charles Schwab Investment Management Inc.1,232,104$36.90M0.0%-1.9%1.076% 5/9/2025 Vanguard Group Inc.15,269,443$457.32M0.0%+0.5%13.340% 5/9/2025 Westwood Holdings Group Inc.3,207,245$96.06M0.7%+51.4%2.802% 5/9/2025 Blair William & Co. IL12,733$381K0.0%+13.4%0.011% 5/9/2025 PNC Financial Services Group Inc.17,423$522K0.0%-12.1%0.015% 5/9/2025 Jupiter Asset Management Ltd.199,362$5.97M0.1%-35.9%0.174% 5/9/2025 LSV Asset Management462,291$13.85M0.0%+37.9%0.404% 5/8/2025Jefferies Financial Group Inc.21,888$656K0.0%N/A0.019% 5/8/2025 US Bancorp DE51,043$1.53M0.0%+2.0%0.045% 5/8/2025 Foster & Motley Inc.18,560$556K0.0%+110.1%0.016% 5/8/2025 Natixis Advisors LLC40,915$1.23M0.0%-4.7%0.036% 5/8/2025 Vestcor Inc46,727$1.40M0.0%+97.9%0.041% 5/8/2025 XTX Topco Ltd50,824$1.52M0.1%N/A0.044% 5/8/2025 De Lisle Partners LLP50,000$1.50M0.2%+25.0%0.044% 5/8/2025 GSA Capital Partners LLP37,357$1.12M0.1%+201.7%0.033% 5/8/2025 Federated Hermes Inc.298,924$8.95M0.0%-40.1%0.261% 5/7/2025 Mackenzie Financial Corp71,241$2.13M0.0%-82.9%0.062% 5/7/2025 Bryce Point Capital LLC29,120$879K0.7%N/A0.025% 5/7/2025 First National Advisers LLC11,318$339K0.1%N/A0.010% 5/7/2025 LPL Financial LLC44,386$1.33M0.0%-6.2%0.039% 5/7/2025 Inspire Advisors LLC17,708$530K0.1%+13.7%0.015% 5/6/2025 Neo Ivy Capital Management18,634$558K0.2%-78.1%0.016% 5/6/2025 Cetera Investment Advisers16,682$500K0.0%-44.0%0.015% Why July 22nd Could Mean Big Changes for Social Security (Ad)In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.To see the full playbook and how it could impact everyone, click here.5/6/2025 Royce & Associates LP270,060$8.09M0.1%+16.1%0.236% 5/6/2025 Advisors Preferred LLC47,360$1.41M0.2%N/A0.041% 5/6/2025 Readystate Asset Management LP15,899$476K0.0%+60.9%0.014% 5/6/2025 KLP Kapitalforvaltning AS33,800$1.01M0.0%-4.5%0.030% 5/6/2025 Homestead Advisers Corp98,900$2.96M0.1%-23.5%0.086% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH76,123$2.28M0.0%N/A0.067% 5/6/2025 Y Intercept Hong Kong Ltd20,393$611K0.0%+145.1%0.018% 5/6/2025 Choreo LLC17,549$526K0.0%-5.8%0.015% 5/5/2025 Allianz Asset Management GmbH41,376$1.24M0.0%-78.2%0.036% 5/5/2025 Gallacher Capital Management LLC20,458$613K0.3%+149.3%0.018% (Data available from 1/1/2016 forward) SM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SM shares? During the previous two years, 442 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($457.32M), State Street Corp ($251.32M), Dimensional Fund Advisors LP ($188.90M), JPMorgan Chase & Co. ($179.55M), Pacer Advisors Inc. ($178.40M), and American Century Companies Inc. ($117.08M).Learn more on SM's institutional investors. What percentage of SM Energy stock is owned by institutional investors? 94.56% of SM Energy stock is owned by institutional investors. Learn more on SM's institutional investor holdings. Which institutional investors have been buying SM Energy stock? Of the 375 institutional investors that purchased SM Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($4.57M), Westwood Holdings Group Inc. ($2.84M), Invesco Ltd. ($2.04M), Millennium Management LLC ($1.64M), Channing Capital Management LLC ($1.63M), HITE Hedge Asset Management LLC ($1.47M), and Jupiter Asset Management Ltd. ($1.16M). How much institutional buying is happening at SM Energy? Institutional investors have bought a total of 45,872,140 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions. Which SM Energy major shareholders have been selling company stock? Of the 231 institutional investors that sold SM Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($1.36M), Goldman Sachs Group Inc. ($962.06K), JPMorgan Chase & Co. ($901.61K), Price T Rowe Associates Inc. MD ($783.82K), Arrowstreet Capital Limited Partnership ($709.88K), Hodges Capital Management Inc. ($701.52K), and Vanguard Group Inc. ($696.73K). How much institutional selling is happening at SM Energy? Institutional investors have sold a total of 21,610,304 shares in the last 24 months. This volume of shares sold represents approximately $813.11M in transactions. 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