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SM Energy (SM) Institutional Ownership

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$26.16 -0.65 (-2.41%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$26.15 -0.01 (-0.05%)
As of 04:00 AM 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)
273
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$459.51M
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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025ProShare Advisors LLC25,492$630K0.0%-5.4%0.022%
8/7/2025CSM Advisors LLC167,250$4.13M0.1%N/A0.145%
8/7/2025Campbell & CO Investment Adviser LLC69,144$1.71M0.1%N/A0.060%
8/7/2025Connor Clark & Lunn Investment Management Ltd.417,174$10.31M0.0%+46.7%0.363%
8/7/2025Los Angeles Capital Management LLC9,220$228K0.0%-71.8%0.008%
8/6/2025Summit 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%
8/6/2025 Pekin Hardy Strauss Inc.305,006$7.54M0.9%+63.4%0.265%
8/6/2025 Cetera Trust Company N.A4,060$100K0.1%+46.8%0.004%
8/5/2025 Bank of New York Mellon Corp1,081,835$26.73M0.0%-8.5%0.945%
8/5/2025 Bank of Montreal Can34,608$855K0.0%-2.4%0.030%
8/4/2025 Mccarter Private Wealth Services LLC8,178$202K0.1%-6.8%0.007%
8/4/2025 Moody Aldrich Partners LLC177,045$4.38M0.8%+31.1%0.155%
8/4/2025 Atria Investments Inc15,472$382K0.0%+5.1%0.014%
8/1/2025 Peregrine Capital Management LLC163,517$4.04M0.1%+0.4%0.143%
8/1/2025 Teacher Retirement System of Texas59,850$1.48M0.0%+2.5%0.052%
8/1/2025 Y Intercept Hong Kong Ltd78,686$1.94M0.0%+285.8%0.069%
8/1/2025 Envestnet Asset Management Inc.563,312$13.92M0.0%+12.7%0.492%
7/31/2025 Nisa Investment Advisors LLC86,298$2.13M0.0%+2.5%0.075%
7/31/2025 MQS Management LLC17,901$442K0.2%+54.1%0.016%
7/31/2025 State of New Jersey Common Pension Fund D81,253$2.01M0.0%+42.1%0.071%
7/31/2025 AlphaQuest LLC11,105$274K0.0%-31.1%0.010%
7/31/2025 Caitong International Asset Management Co. Ltd2,871$71K0.1%+51.2%0.003%
7/30/2025 Tributary Capital Management LLC500,644$12.37M1.1%-14.1%0.437%
7/30/2025 Ethic Inc.10,550$265K0.0%-72.2%0.009%
7/30/2025 Denali Advisors LLC261,902$6.47M0.7%+52.0%0.229%
7/29/2025 Mutual of America Capital Management LLC14,704$363K0.0%-11.8%0.013%
7/29/2025 William Blair Investment Management LLC301,909$7.46M0.0%-57.0%0.264%
7/29/2025 Foster & Motley Inc.14,048$347K0.0%-24.3%0.012%
7/29/2025 Praxis Investment Management Inc.8,290$205K0.0%N/A0.007%
7/28/2025 Allianz Asset Management GmbH23,614$584K0.0%-42.9%0.021%
7/28/2025 New York State Teachers Retirement System158,213$3.91M0.0%-9.6%0.138%
7/25/2025 Vest Financial LLC47,053$1.16M0.0%-10.6%0.041%
7/25/2025 Yousif Capital Management LLC45,468$1.12M0.0%+1.7%0.040%
7/25/2025 Meritage Portfolio Management13,026$322K0.0%+5.4%0.011%
7/25/2025 CWM LLC6,028$149K0.0%+60.3%0.005%
7/25/2025 Vanguard Personalized Indexing Management LLC44,655$1.10M0.0%+86.4%0.039%
7/24/2025 Inspire Investing LLC19,034$470K0.1%+43.0%0.017%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

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7/24/2025 Aberdeen Group plc559,288$13.94M0.0%+25.2%0.489%
7/24/2025 IFP Advisors Inc18,217$451K0.0%-11.7%0.016%
7/24/2025 US Bancorp DE48,222$1.19M0.0%-5.5%0.042%
7/23/2025 KLP Kapitalforvaltning AS36,000$890K0.0%+6.5%0.031%
7/21/2025 ZWJ Investment Counsel Inc.9,184$227K0.0%N/A0.008%
7/17/2025 Janney Montgomery Scott LLC9,163$226K0.0%-56.9%0.008%
7/16/2025 Signaturefd LLC3,118$77K0.0%+21.9%0.003%
7/16/2025 State of Alaska Department of Revenue68,135$1.68M0.0%+7.5%0.060%
7/16/2025 Congress Asset Management Co.1,011,071$24.98M0.2%-19.7%0.883%
7/15/2025 Public Employees Retirement System of Ohio93,828$2.32M0.0%+12.5%0.082%
7/14/2025 GAMMA Investing LLC5,971$148K0.0%+27.3%0.005%
7/11/2025 Wedge Capital Management L L P NC623,617$15.41M0.3%+7.1%0.545%
7/11/2025 CX Institutional3,833$95K0.0%-11.5%0.003%
7/11/2025 Miller Howard Investments Inc. NY42,706$1.06M0.0%-7.2%0.037%
7/11/2025 Diversified Trust Co29,209$722K0.0%+1.8%0.026%
7/11/2025 Assenagon Asset Management S.A.218,419$5.40M0.0%N/A0.191%
7/10/2025 Moody National Bank Trust Division15,000$371K0.0%-3.4%0.013%
7/10/2025 Exchange Traded Concepts LLC39,357$973K0.0%+6.1%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC8,341$216K0.0%N/A0.007%
7/9/2025 MassMutual Private Wealth & Trust FSB1,887$47K0.0%+332.8%0.002%
7/8/2025 Range Financial Group LLC11,950$295K0.1%-52.4%0.010%
7/7/2025 Insight Wealth Strategies LLC107,381$2.80M0.4%+30.8%0.094%
6/18/2025Voya Investment Management LLC97,851$2.93M0.0%+31.4%0.085%
6/3/2025 Inspire Investing LLC13,306$399K0.0%+16.2%0.012%
6/2/2025Hodges Capital Management Inc.73,908$2.21M0.2%-48.2%0.065%
5/28/2025 Strs Ohio18,000$539K0.0%N/A0.016%
5/20/2025Intech Investment Management LLC123,349$3.69M0.0%+0.6%0.108%
5/20/2025Focus Partners Wealth104,654$3.13M0.0%+1.4%0.091%
5/20/2025Flaharty Asset Management LLC1,500$45K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC375,916$11.26M0.0%+1.1%0.328%
5/16/2025Empowered Funds LLC35,312$1.06M0.0%-68.3%0.031%
5/16/2025United Services Automobile Association7,542$222K0.0%N/A0.007%
5/16/2025Caxton Associates LLP147,041$4.40M0.2%N/A0.128%
5/16/2025Sciencast Management LP25,260$757K0.2%-9.0%0.022%
5/16/2025Goldman 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%
5/16/2025Petrus Trust Company LTA30,682$919K0.1%+289.9%0.027%
5/16/2025NewEdge Advisors LLC3,248$97K0.0%+44.9%0.003%
5/16/2025Millennium Management LLC1,884,536$56.44M0.0%+663.7%1.646%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,111$2.04M0.0%+4.6%0.060%
5/16/2025Corigliano Investment Advisers LLC328,983$9.85M4.4%N/A0.287%
5/16/2025AQR Capital Management LLC145,922$4.37M0.0%+43.9%0.127%
5/16/2025Alyeska Investment Group L.P.522,974$15.66M0.1%N/A0.457%
5/15/2025PDT Partners LLC12,952$388K0.0%-57.2%0.011%
5/15/2025Royal Bank of Canada91,916$2.75M0.0%+27.7%0.080%
5/15/2025Energy Income Partners LLC40,749$1.22M0.0%+2.8%0.036%
5/15/2025DRW Securities LLC36,178$1.08M0.0%N/A0.032%
5/15/2025Baird Financial Group Inc.388,639$11.64M0.0%+0.7%0.340%
5/15/2025Panagora Asset Management Inc.461,618$13.83M0.1%+38.4%0.403%
5/15/2025Vident Advisory LLC19,470$583K0.0%+18.0%0.017%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
5/15/2025Magnetar Financial LLC346,986$10.39M0.1%+730.4%0.303%
5/15/2025Canada Pension Plan Investment Board57,800$1.73M0.0%N/A0.050%
5/14/2025Rafferty Asset Management LLC175,413$5.25M0.0%+11.8%0.153%
5/14/2025Corebridge Financial Inc.59,749$1.79M0.0%-1.9%0.052%
5/14/2025Comerica Bank116,055$3.48M0.0%-2.8%0.101%
5/14/2025MetLife Investment Management LLC67,942$2.04M0.0%-1.6%0.059%
5/14/2025Jump Financial LLC88,909$2.66M0.0%+371.0%0.078%
5/14/2025Northwestern Mutual Wealth Management Co.1,017$30K0.0%+69.5%0.001%
5/14/2025 AlphaQuest LLC16,119$483K0.1%+71.4%0.014%
5/14/2025Channing Capital Management LLC1,558,569$46.68M1.4%+33.5%1.362%
(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, 443 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 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 375 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. ($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 28,017,875 shares in the last 24 months. This purchase volume represents approximately $977.30M in transactions.

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

Of the 170 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: 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), Allspring Global Investments Holdings LLC ($524.00K), and Renaissance Technologies LLC ($502.30K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 12,854,393 shares in the last 24 months. This volume of shares sold represents approximately $458.29M in transactions.



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