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SM Energy (SM) Institutional Ownership

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$20.62 -0.64 (-3.00%)
Closing price 03:59 PM Eastern
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$20.76 +0.13 (+0.64%)
As of 04:47 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)
275
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$492.95M
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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
10/21/2025Moody Aldrich Partners LLC147,144$3.67M0.7%-16.9%0.128%
10/20/2025Diversified Trust Co33,089$826K0.0%+13.3%0.029%
10/17/2025Range Financial Group LLC9,660$241K0.1%-19.2%0.008%
10/16/2025 Collar Capital Management LLC81,347$2.03M1.4%+4.0%0.071%
10/15/2025 Inspire Investing LLC21,994$549K0.1%+15.6%0.019%
10/15/2025 Harbor Capital Advisors Inc.2,010$50K0.0%+36.3%0.002%
10/14/2025 Yousif Capital Management LLC38,426$959K0.0%-15.5%0.033%
10/14/2025 Exchange Traded Concepts LLC42,710$1.07M0.0%+8.5%0.037%
10/14/2025 TCI Wealth Advisors Inc.29,459$736K0.0%-24.1%0.026%
10/10/2025 Trust Point Inc.10,469$261K0.0%N/A0.009%
10/10/2025 Wedge Capital Management L L P NC530,025$13.24M0.2%-15.0%0.461%
10/10/2025 Congress Asset Management Co.1,212,775$30.28M0.2%+19.9%1.055%
10/9/2025 Voya Investment Management LLC82,260$2.05M0.0%-15.1%0.072%
10/7/2025 Heritage Family Offices LLP8,419$210K0.1%N/A0.007%
10/6/2025 Insight Wealth Strategies LLC108,074$2.70M0.3%+0.6%0.094%
10/2/2025 GAMMA Investing LLC6,865$171K0.0%+15.0%0.006%
9/26/2025Corient Private Wealth LLC21,166$523K0.0%+42.0%0.018%
9/25/2025CacheTech Inc.115,513$2.85M0.5%+19.3%0.100%
8/26/2025Thrivent Financial for Lutherans108,132$2.67M0.0%+28.7%0.094%
8/19/2025Hohimer Wealth Management LLC8,176$202K0.0%N/A0.007%
8/19/2025Pitcairn Co.14,765$365K0.0%-20.0%0.013%
8/18/2025Westwood Holdings Group Inc.3,731,350$92.20M0.7%+16.3%3.246%
8/18/2025Caxton Associates LLP219,898$5.43M0.1%+49.5%0.191%
8/16/2025Public Sector Pension Investment Board437,534$10.81M0.0%+7.9%0.381%
8/15/2025CANADA LIFE ASSURANCE Co101,052$2.50M0.0%-1.8%0.088%
8/15/2025Tower Research Capital LLC TRC 9,498$235K0.0%+25.1%0.008%
8/15/2025Corient Private Wealth LLC43,062$1.06M0.0%+188.9%0.037%
8/15/2025State of Tennessee Department of Treasury35,855$886K0.0%-25.8%0.031%
8/15/2025Tidal Investments LLC42,579$1.05M0.0%+1.8%0.037%
8/15/2025Scott Marsh Financial LLC11,575$286K0.1%N/A0.010%
8/15/2025Smartleaf Asset Management LLC1,865$47K0.0%-55.6%0.002%
8/15/2025Rafferty Asset Management LLC141,188$3.49M0.0%-19.5%0.123%
8/15/2025Palisade Capital Management LP1,181,890$29.21M0.8%-3.7%1.028%
8/15/2025Man Group plc68,746$1.70M0.0%-44.8%0.060%
8/15/2025Lazard Asset Management LLC18,957$467K0.0%+7.0%0.016%
8/15/2025Holocene Advisors LP171,336$4.23M0.0%+134.9%0.149%
8/15/2025Energy Income Partners LLC40,065$990K0.0%-1.7%0.035%
8/15/2025Engineers Gate Manager LP68,155$1.68M0.0%-29.9%0.059%
8/15/2025Brevan Howard Capital Management LP44,913$1.11M0.0%N/A0.039%
8/15/2025Balyasny Asset Management L.P.1,018,960$25.18M0.0%N/A0.886%
8/15/2025Bank of America Corp DE1,144,052$28.27M0.0%+21.8%0.995%
8/15/2025Ameriprise Financial Inc.533,435$13.18M0.0%-47.6%0.464%
8/15/2025AQR Capital Management LLC172,561$4.26M0.0%+18.3%0.150%
8/14/2025PDT Partners LLC109,715$2.71M0.2%+747.1%0.095%
8/14/2025Raymond James Financial Inc.528,183$13.05M0.0%+2.2%0.459%
8/14/2025Canada Pension Plan Investment Board104,000$2.57M0.0%+79.9%0.090%
8/14/2025Bayesian Capital Management LP11,484$284K0.0%N/A0.010%
8/14/2025Quantinno Capital Management LP20,799$514K0.0%+168.7%0.018%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,584$1.55M0.0%-8.1%0.054%
8/14/2025Diversify Advisory Services LLC44,590$1.20M0.0%-2.1%0.039%
8/14/2025The Manufacturers Life Insurance Company 61,951$1.53M0.0%-5.3%0.054%
8/14/2025Sei Investments Co.546,938$13.52M0.0%+32.7%0.476%
8/14/2025Frontier Capital Management Co. LLC765,825$18.92M0.2%-7.9%0.666%
8/14/2025iSAM Funds UK Ltd13,587$336K0.1%N/A0.012%
8/14/2025State Street Corp5,736,438$141.75M0.0%-9.7%4.990%
8/14/2025WINTON GROUP Ltd36,966$913K0.0%+3.3%0.032%
8/14/2025California Public Employees Retirement System205,239$5.07M0.0%-1.2%0.179%
8/14/2025Cerity Partners LLC39,378$973K0.0%+22.5%0.034%
8/13/2025Jump Financial LLC46,800$1.16M0.0%-47.4%0.041%
8/13/2025Cresset Asset Management LLC51,257$1.27M0.0%+86.1%0.045%
8/13/2025Marshall Wace LLP22,996$568K0.0%N/A0.020%
8/13/2025Baird Financial Group Inc.392,484$9.70M0.0%+1.0%0.341%
8/13/2025First Trust Advisors LP1,311,420$32.41M0.0%-18.9%1.141%
8/13/2025Kennedy Capital Management LLC336,570$8.32M0.2%-25.0%0.293%
8/13/2025Invesco Ltd.2,289,314$56.57M0.0%+22.2%1.992%
8/13/2025CW Advisors LLC142,602$3.52M0.0%+7.4%0.124%
8/13/2025Thomist Capital Management LP37,100$931K0.3%N/A0.032%
8/13/2025Arrowstreet Capital Limited Partnership1,082,414$26.75M0.0%+182.4%0.942%
8/13/2025Fisher Asset Management LLC861,301$21.28M0.0%-0.1%0.749%
8/13/2025Edgestream Partners L.P.137,975$3.41M0.1%N/A0.120%
8/13/2025Panagora Asset Management Inc.467,112$11.54M0.1%+1.2%0.406%
8/13/2025River Road Asset Management LLC1,738,150$42.95M0.5%-1.1%1.512%
8/13/2025First National Advisers LLC12,026$297K0.0%+6.3%0.010%
8/13/2025New York State Common Retirement Fund518,160$12.80M0.0%-38.8%0.451%
8/13/2025Schroder Investment Management Group8,758$220K0.0%-15.1%0.008%
8/13/2025Hsbc Holdings PLC61,463$1.53M0.0%+321.8%0.053%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC376,005$9.29M0.0%+14.3%0.327%
8/13/2025Elevation Point Wealth Partners LLC4,265$105K0.0%N/A0.004%
8/13/2025Choreo LLC20,992$519K0.0%+19.6%0.018%
8/13/2025Russell Investments Group Ltd.302,800$7.48M0.0%+57.2%0.263%
8/12/2025Boston Partners91,816$2.27M0.0%+141.1%0.080%
8/12/2025XTX Topco Ltd39,579$978K0.0%-22.1%0.034%
8/12/2025Summit Global Investments47,481$1.17M0.1%+117.8%0.041%
8/12/2025Jefferies Financial Group Inc.20,966$518K0.0%-4.2%0.018%
8/12/2025Prudential Financial Inc.294,546$7.28M0.0%+33.1%0.256%
8/12/2025American Century Companies Inc.4,209,870$104.03M0.1%+7.7%3.662%
8/12/2025Segall Bryant & Hamill LLC119,442$2.95M0.0%-7.3%0.104%
8/12/2025Rhumbline Advisers387,290$9.57M0.0%-3.9%0.337%
8/12/2025Franklin Resources Inc.71,452$1.77M0.0%-2.2%0.062%
8/12/2025Legal & General Group Plc329,450$8.14M0.0%+0.2%0.287%
8/12/2025JPMorgan Chase & Co.3,374,092$83.37M0.0%-20.9%2.935%
8/12/2025Swiss National Bank218,600$5.40M0.0%-1.4%0.190%
8/12/2025Highbridge Capital Management LLC50,000$1.24M0.1%-38.8%0.043%
8/12/2025Ensign Peak Advisors Inc34,071$842K0.0%-16.1%0.030%
8/11/2025EMC Capital Management4,114$102K0.1%N/A0.004%
8/11/2025Inspire Advisors LLC22,329$552K0.1%+26.1%0.019%
8/11/2025LSV Asset Management457,100$11.30M0.0%-1.1%0.398%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH108,322$2.68M0.0%+42.3%0.094%
8/8/2025Westwood Holdings Group Inc.3,731,350$92.20M0.8%+16.3%3.246%
8/8/2025Intech Investment Management LLC103,293$2.55M0.0%-16.3%0.090%
(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 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 372 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 32,034,681 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 181 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 15,063,062 shares in the last 24 months. This volume of shares sold represents approximately $492.95M in transactions.


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This page (NYSE:SM) was last updated on 10/21/2025 by MarketBeat.com Staff
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