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SM Energy (SM) Institutional Ownership

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$28.61 +0.59 (+2.09%)
As of 02:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
94.56%
Number of
Institutional Buyers
(last 12 months)
278
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$497.68M
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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans108,132$2.67M0.0%+28.7%0.094%
8/19/2025 Hohimer Wealth Management LLC8,176$202K0.0%N/A0.007%
8/19/2025 Pitcairn Co.14,765$365K0.0%-20.0%0.013%
8/18/2025 Westwood Holdings Group Inc.3,731,350$92.20M0.7%+16.3%3.246%
8/18/2025 Caxton Associates LLP219,898$5.43M0.1%+49.5%0.191%
8/16/2025 Public Sector Pension Investment Board437,534$10.81M0.0%+7.9%0.381%
8/15/2025 CANADA LIFE ASSURANCE Co101,052$2.50M0.0%-1.8%0.088%
8/15/2025 Tower Research Capital LLC TRC 9,498$235K0.0%+25.1%0.008%
8/15/2025 Corient Private Wealth LLC43,062$1.06M0.0%+188.9%0.037%
8/15/2025 State of Tennessee Department of Treasury35,855$886K0.0%-25.8%0.031%
8/15/2025 Tidal Investments LLC42,579$1.05M0.0%+1.8%0.037%
8/15/2025 Scott Marsh Financial LLC11,575$286K0.1%N/A0.010%
8/15/2025 Smartleaf Asset Management LLC1,865$47K0.0%-55.6%0.002%
8/15/2025 Rafferty Asset Management LLC141,188$3.49M0.0%-19.5%0.123%
8/15/2025 Palisade Capital Management LP1,181,890$29.21M0.8%-3.7%1.028%
8/15/2025 Man Group plc68,746$1.70M0.0%-44.8%0.060%
8/15/2025 Lazard Asset Management LLC18,957$467K0.0%+7.0%0.016%
8/15/2025 Holocene Advisors LP171,336$4.23M0.0%+134.9%0.149%
8/15/2025 Energy Income Partners LLC40,065$990K0.0%-1.7%0.035%
8/15/2025 Engineers Gate Manager LP68,155$1.68M0.0%-29.9%0.059%
8/15/2025 Brevan Howard Capital Management LP44,913$1.11M0.0%N/A0.039%
8/15/2025 Balyasny Asset Management L.P.1,018,960$25.18M0.0%N/A0.886%
8/15/2025 Bank of America Corp DE1,144,052$28.27M0.0%+21.8%0.995%
8/15/2025 Ameriprise Financial Inc.533,435$13.18M0.0%-47.6%0.464%
8/15/2025 AQR Capital Management LLC172,561$4.26M0.0%+18.3%0.150%
8/14/2025 PDT Partners LLC109,715$2.71M0.2%+747.1%0.095%
8/14/2025 Raymond James Financial Inc.528,183$13.05M0.0%+2.2%0.459%
8/14/2025 Canada Pension Plan Investment Board104,000$2.57M0.0%+79.9%0.090%
8/14/2025 Bayesian Capital Management LP11,484$284K0.0%N/A0.010%
8/14/2025 Quantinno Capital Management LP20,799$514K0.0%+168.7%0.018%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,584$1.55M0.0%-8.1%0.054%
8/14/2025 Diversify Advisory Services LLC44,590$1.20M0.0%-2.1%0.039%
8/14/2025 The Manufacturers Life Insurance Company 61,951$1.53M0.0%-5.3%0.054%
8/14/2025 Sei Investments Co.546,938$13.52M0.0%+32.7%0.476%
8/14/2025 Frontier Capital Management Co. LLC765,825$18.92M0.2%-7.9%0.666%
8/14/2025 iSAM Funds UK Ltd13,587$336K0.1%N/A0.012%
8/14/2025 State Street Corp5,736,438$141.75M0.0%-9.7%4.990%
8/14/2025 WINTON GROUP Ltd36,966$913K0.0%+3.3%0.032%
8/14/2025 California Public Employees Retirement System205,239$5.07M0.0%-1.2%0.179%
8/14/2025 Cerity Partners LLC39,378$973K0.0%+22.5%0.034%
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8/13/2025 Jump Financial LLC46,800$1.16M0.0%-47.4%0.041%
8/13/2025 Cresset Asset Management LLC51,257$1.27M0.0%+86.1%0.045%
8/13/2025 Marshall Wace LLP22,996$568K0.0%N/A0.020%
8/13/2025 Baird Financial Group Inc.392,484$9.70M0.0%+1.0%0.341%
8/13/2025 First Trust Advisors LP1,311,420$32.41M0.0%-18.9%1.141%
8/13/2025 Kennedy Capital Management LLC336,570$8.32M0.2%-25.0%0.293%
8/13/2025 Invesco Ltd.2,289,314$56.57M0.0%+22.2%1.992%
8/13/2025 CW Advisors LLC142,602$3.52M0.0%+7.4%0.124%
8/13/2025 Thomist Capital Management LP37,100$931K0.3%N/A0.032%
8/13/2025 Arrowstreet Capital Limited Partnership1,082,414$26.75M0.0%+182.4%0.942%
8/13/2025 Fisher Asset Management LLC861,301$21.28M0.0%-0.1%0.749%
8/13/2025 Edgestream Partners L.P.137,975$3.41M0.1%N/A0.120%
8/13/2025 Panagora Asset Management Inc.467,112$11.54M0.1%+1.2%0.406%
8/13/2025 River Road Asset Management LLC1,738,150$42.95M0.5%-1.1%1.512%
8/13/2025 First National Advisers LLC12,026$297K0.0%+6.3%0.010%
8/13/2025 New York State Common Retirement Fund518,160$12.80M0.0%-38.8%0.451%
8/13/2025 Schroder Investment Management Group8,758$220K0.0%-15.1%0.008%
8/13/2025 Hsbc Holdings PLC61,463$1.53M0.0%+321.8%0.053%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC376,005$9.29M0.0%+14.3%0.327%
8/13/2025 Elevation Point Wealth Partners LLC4,265$105K0.0%N/A0.004%
8/13/2025 Choreo LLC20,992$519K0.0%+19.6%0.018%
8/13/2025 Russell Investments Group Ltd.302,800$7.48M0.0%+57.2%0.263%
8/12/2025 Boston Partners91,816$2.27M0.0%+141.1%0.080%
8/12/2025 XTX Topco Ltd39,579$978K0.0%-22.1%0.034%
8/12/2025 Summit Global Investments47,481$1.17M0.1%+117.8%0.041%
8/12/2025Jefferies Financial Group Inc.20,966$518K0.0%-4.2%0.018%
8/12/2025 Prudential Financial Inc.294,546$7.28M0.0%+33.1%0.256%
8/12/2025 American Century Companies Inc.4,209,870$104.03M0.1%+7.7%3.662%
8/12/2025 Segall Bryant & Hamill LLC119,442$2.95M0.0%-7.3%0.104%
8/12/2025 Rhumbline Advisers387,290$9.57M0.0%-3.9%0.337%
8/12/2025 Franklin Resources Inc.71,452$1.77M0.0%-2.2%0.062%
8/12/2025 Legal & General Group Plc329,450$8.14M0.0%+0.2%0.287%
8/12/2025 JPMorgan Chase & Co.3,374,092$83.37M0.0%-20.9%2.935%
8/12/2025 Swiss National Bank218,600$5.40M0.0%-1.4%0.190%
8/12/2025 Highbridge Capital Management LLC50,000$1.24M0.1%-38.8%0.043%
8/12/2025 Ensign Peak Advisors Inc34,071$842K0.0%-16.1%0.030%
8/11/2025 EMC Capital Management4,114$102K0.1%N/A0.004%
8/11/2025 Inspire Advisors LLC22,329$552K0.1%+26.1%0.019%
8/11/2025 LSV Asset Management457,100$11.30M0.0%-1.1%0.398%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH108,322$2.68M0.0%+42.3%0.094%
8/8/2025 Westwood Holdings Group Inc.3,731,350$92.20M0.8%+16.3%3.246%
8/8/2025 Intech Investment Management LLC103,293$2.55M0.0%-16.3%0.090%
8/8/2025 Flaharty Asset Management LLC2,500$62K0.0%+66.7%0.002%
8/8/2025 Creative Planning81,990$2.03M0.0%+33.3%0.071%
8/8/2025 SG Americas Securities LLC18,920$468K0.0%+6.8%0.016%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,387$726K0.0%+7.3%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey25,830$638K0.0%+4.6%0.022%
8/8/2025 Geode Capital Management LLC2,710,106$66.98M0.0%+0.7%2.358%
8/8/2025 KBC Group NV3,790$94K0.0%-25.3%0.003%
8/7/2025 Boston Partners39,900$986K0.0%+4.8%0.035%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.tc pixel

Learn these 4 simple steps and protect your savings before it’s too late.
8/7/2025 Vise Technologies Inc.8,602$213K0.0%N/A0.007%
8/7/2025 ProShare Advisors LLC25,492$630K0.0%-5.4%0.022%
8/7/2025 CSM Advisors LLC167,250$4.13M0.1%N/A0.145%
8/7/2025 Campbell & CO Investment Adviser LLC69,144$1.71M0.1%N/A0.060%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.417,174$10.31M0.0%+46.7%0.363%
8/7/2025 Los Angeles Capital Management LLC9,220$228K0.0%-71.8%0.008%
8/6/2025 Summit Investment Advisors Inc.11,575$347K0.3%-3.3%0.010%
8/6/2025 Fox Run Management L.L.C.25,780$637K0.1%+110.3%0.022%
8/6/2025 Legacy Wealth Managment LLC ID3,300$82K0.0%+25.0%0.003%
8/6/2025 First Eagle Investment Management LLC280,303$6.93M0.0%+1.1%0.244%
(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, 447 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Vanguard Group Inc. ($457.32M), Dimensional Fund Advisors LP ($188.90M), Pacer Advisors Inc. ($178.40M), State Street Corp ($141.75M), American Century Companies Inc. ($104.03M), Westwood Holdings Group Inc. ($92.20M), and JPMorgan Chase & Co. ($83.37M).Learn more on SM Energy's institutional investors.

What percentage of SM Energy's stock is owned by institutional investors?

94.56% of SM Energy's stock is owned by institutional investors. Learn more on SM's institutional investor holdings.

Which institutional investors have been buying SM Energy's stock?

Of the 377 institutional investors that purchased SM Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($4.29M), Westwood Holdings Group Inc. ($3.89M), Invesco Ltd. ($2.46M), 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 31,926,382 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

Which of SM Energy's major shareholders have been selling company stock?

Of the 184 institutional investors that sold SM Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.31M), Goldman Sachs Group Inc. ($841.19K), Price T Rowe Associates Inc. MD ($783.82K), Arrowstreet Capital Limited Partnership ($709.88K), William Blair Investment Management LLC ($643.21K), Assenagon Asset Management S.A. ($621.59K), and State Street Corp ($612.69K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 15,122,532 shares in the last 24 months. This volume of shares sold represents approximately $497.68M in transactions.


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This page (NYSE:SM) was last updated on 8/28/2025 by MarketBeat.com Staff
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