SM Energy (SM) Institutional Ownership

$30.67 -0.49 (-1.58%)

Closing price 05/29/2026 03:59 PM Eastern

Extended Trading

$30.62 -0.05 (-0.17%)

As of 05/29/2026 08:00 PM Eastern

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Current Institutional Ownership Percentage: 94.56%
Number of Institutional Buyers (last 12 months): 301
Total Institutional Inflows (last 12 months): $956.29M

Number of Institutional Sellers (last 12 months): 146
Total Institutional Outflows (last 12 months): $343.98M

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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/28/2026	Cozad Asset Management Inc.	84,447	$2.63M	0.2%	N/A	0.035%
5/26/2026	Glenmede Trust Co. NA	597,420	$18.63M	0.1%	+32.8%	0.249%
5/26/2026	Ruggaard & Associates LLC	8,410	$262K	0.1%	N/A	0.004%
5/22/2026	Segall Bryant & Hamill LLC	223,193	$6.96M	0.1%	+57.8%	0.093%
5/19/2026	Cim Investment Management Inc.	7,157	$223K	0.1%	N/A	0.003%
5/19/2026	Bank of America Corp DE	1,261,194	$39.32M	0.0%	-11.2%	0.526%
5/19/2026	Edgestream Partners L.P.	112,950	$3.52M	0.1%	N/A	0.047%
5/19/2026	Janus Henderson Group PLC	124,445	$3.88M	0.0%	+174.3%	0.052%
5/19/2026	South Dakota Investment Council	109,758	$3.42M	0.1%	N/A	0.046%
5/18/2026	Amundi	9,364	$292K	0.0%	N/A	0.004%
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5/18/2026	EverSource Wealth Advisors LLC	1,129	$35K	0.0%	+332.6%	0.000%
5/18/2026	California State Teachers Retirement System	250,381	$7.81M	0.0%	+127.8%	0.104%
5/18/2026	Readystate Asset Management LP	56,672	$1.77M	0.1%	N/A	0.024%
5/18/2026	Royal Bank of Canada	94,115	$2.94M	0.0%	+112.1%	0.039%
5/18/2026	Empowered Funds LLC	181,172	$5.65M	0.0%	+43.8%	0.076%
5/18/2026	Empyrean Capital Partners LP	74,000	$2.31M	0.1%	N/A	0.031%
5/18/2026	Encompass Capital Advisors LLC	697,800	$21.76M	0.7%	N/A	0.291%
5/16/2026	The Manufacturers Life Insurance Company	98,026	$3.06M	0.0%	+85.6%	0.041%
5/16/2026	Quantinno Capital Management LP	101,624	$3.17M	0.0%	+281.9%	0.042%
5/16/2026	Whitebox Advisors LLC	602,301	$18.78M	0.2%	N/A	0.251%
5/16/2026	SummitTX Capital L.P.	79,549	$2.48M	0.1%	-82.3%	0.033%
5/16/2026	BROOKFIELD Corp ON	32,016	$998K	0.0%	N/A	0.013%
5/16/2026	Lazard Asset Management LLC	61,795	$1.93M	0.0%	+224.9%	0.026%
5/15/2026	Weiss Asset Management LP	39,200	$1.22M	0.0%	-63.4%	0.016%
5/15/2026	Van Den Berg Management I Inc.	7,003	$218K	0.0%	N/A	0.003%
5/15/2026	Entropy Technologies LP	95,162	$2.97M	0.1%	N/A	0.040%
5/14/2026	Pale Fire Capital SE	14,700	$458K	0.0%	N/A	0.006%
5/14/2026	Compound Planning Inc.	19,746	$616K	0.0%	N/A	0.008%
5/14/2026	CLG LLC	466,175	$14.54M	3.6%	N/A	0.194%
5/14/2026	Arrowstreet Capital Limited Partnership	247,820	$7.73M	0.0%	N/A	0.103%
5/14/2026	Caxton Associates LLP	208,662	$6.51M	0.1%	+8.6%	0.087%
5/14/2026	Sei Investments Co.	377,939	$11.78M	0.0%	+31.3%	0.158%
5/13/2026	Cetera Investment Advisers	108,019	$3.37M	0.0%	+405.7%	0.045%
5/13/2026	Aegis Financial Corp	551,769	$17.20M	2.9%	N/A	0.230%
5/13/2026	First Citizens Bank & Trust Co.	40,378	$1.26M	0.0%	N/A	0.017%
5/13/2026	First Trust Advisors LP	1,290,485	$40.24M	0.0%	+72.8%	0.538%
5/8/2026	PNC Financial Services Group Inc.	19,191	$598K	0.0%	+162.0%	0.008%
5/8/2026	Summit Global Investments	44,820	$1.40M	0.1%	-3.4%	0.019%
5/7/2026	Meeder Asset Management Inc.	65,374	$2.04M	0.1%	-22.0%	0.027%
5/7/2026	Dimensional Fund Advisors LP	9,995,353	$311.68M	0.1%	+79.5%	4.169%
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5/7/2026	Parallel Advisors LLC	4,678	$146K	0.0%	+3,932.8%	0.002%
5/7/2026	KBC Group NV	7,161	$223K	0.0%	+88.9%	0.003%
5/7/2026	Swiss National Bank	424,233	$13.23M	0.0%	+87.1%	0.177%
5/6/2026	California Public Employees Retirement System	475,818	$14.84M	0.0%	+132.6%	0.198%
5/6/2026	Gryphon Financial Partners LLC	11,916	$372K	0.0%	N/A	0.005%
5/6/2026	Catalyst Capital Advisors LLC	33,782	$1.05M	0.0%	N/A	0.014%
5/6/2026	Assetmark Inc.	1,126	$35K	0.0%	N/A	0.000%
5/6/2026	Bessemer Group Inc.	1,888	$59K	0.0%	+664.4%	0.001%
5/6/2026	Allspring Global Investments Holdings LLC	9,227	$285K	0.0%	N/A	0.004%
5/5/2026	Bank of New York Mellon Corp	1,417,686	$44.20M	0.0%	+95.5%	0.591%
5/5/2026	Illinois Municipal Retirement Fund	103,968	$3.24M	0.0%	+78.9%	0.043%
5/5/2026	Goehring & Rozencwajg Associates LLC	487,730	$15.21M	0.8%	N/A	0.203%
5/5/2026	Sanctuary Advisors LLC	9,122	$284K	0.0%	N/A	0.004%
5/5/2026	Maryland State Retirement & Pension System	33,014	$1.03M	0.0%	+95.6%	0.014%
5/5/2026	Avantax Planning Partners Inc.	8,344	$260K	0.0%	N/A	0.003%
5/4/2026	Legacy Capital Group California Inc.	31,237	$974K	0.4%	N/A	0.013%
5/4/2026	Center for Financial Planning Inc.	1,000	$31K	0.0%	N/A	0.000%
5/4/2026	Principal Financial Group Inc.	1,101,082	$34.33M	0.0%	+101.7%	0.459%
5/4/2026	Teachers Retirement System of The State of Kentucky	56,076	$1.75M	0.0%	+91.5%	0.023%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	55,976	$1.75M	0.0%	+97.4%	0.023%
5/1/2026	Fifth Third Bancorp	77,818	$2.43M	0.0%	+6,620.0%	0.032%
5/1/2026	Sequoia Financial Advisors LLC	24,442	$762K	0.0%	N/A	0.010%
5/1/2026	Independence Bank of Kentucky	12,563	$392K	0.0%	N/A	0.005%
5/1/2026	Kornitzer Capital Management Inc. KS	92,007	$2.87M	0.1%	N/A	0.038%
4/30/2026	Torren Management LLC	839	$26K	0.0%	+4,561.1%	0.000%
4/30/2026	Hsbc Holdings PLC	59,225	$1.86M	0.0%	-70.8%	0.025%
4/30/2026	Range Financial Group LLC	12,839	$400K	0.1%	N/A	0.005%
4/30/2026	First Horizon Corp	1,501	$47K	0.0%	-19.3%	0.001%
4/30/2026	Valued Wealth Advisors LLC	1,059	$33K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	95,528	$2.98M	0.0%	+1,011.8%	0.040%
4/30/2026	Seelaus Asset Management LLC	10,031	$313K	0.2%	N/A	0.004%
4/30/2026	Oregon Public Employees Retirement Fund	51,795	$1.62M	0.0%	+97.3%	0.022%
4/29/2026	Saxon Interests Inc.	34,166	$1.07M	0.4%	N/A	0.014%
4/29/2026	Sage Rhino Capital LLC	13,802	$430K	0.1%	N/A	0.006%
4/28/2026	Abel Hall LLC	54,094	$1.69M	0.4%	N/A	0.023%
4/28/2026	DGS Capital Management LLC	19,967	$623K	0.1%	+84.1%	0.008%
4/28/2026	Ascentis Independent Advisors	1,535	$48K	0.0%	N/A	0.001%
4/28/2026	Praxis Investment Management Inc.	9,665	$301K	0.0%	N/A	0.004%
4/28/2026	QRG Capital Management Inc.	8,365	$261K	0.0%	N/A	0.003%
4/27/2026	TCI Wealth Advisors Inc.	18,277	$570K	0.0%	-37.9%	0.008%
4/27/2026	HB Wealth Management LLC	8,352	$260K	0.0%	N/A	0.003%
4/27/2026	New York State Teachers Retirement System	232,011	$7.23M	0.0%	+55.7%	0.097%
4/27/2026	Sierra Summit Advisors LLC	55,288	$1.72M	0.3%	N/A	0.023%
4/27/2026	Private Advisor Group LLC	9,079	$283K	0.0%	N/A	0.004%
4/27/2026	Y Intercept Hong Kong Ltd	20,387	$636K	0.0%	-92.1%	0.009%
4/27/2026	Elevation Point Wealth Partners LLC	14,660	$457K	0.0%	N/A	0.006%
4/25/2026	Strs Ohio	26,900	$839K	0.0%	+33.8%	0.011%
4/24/2026	Root Financial Partners LLC	1,304	$41K	0.0%	+3,080.5%	0.001%
4/24/2026	Stock Yards Bank & Trust Co.	6,799	$212K	0.0%	N/A	0.003%
4/24/2026	CHICAGO TRUST Co NA	6,627	$207K	0.0%	N/A	0.003%
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4/24/2026	James Investment Research Inc.	6,700	$209K	0.0%	N/A	0.003%
4/24/2026	Redwood Wealth Management Group LLC	20,609	$643K	0.3%	N/A	0.009%
4/24/2026	Peregrine Capital Management LLC	141,661	$4.42M	0.2%	-8.8%	0.059%
4/23/2026	Inspire Investing LLC	25,091	$782K	0.1%	-15.1%	0.010%
4/23/2026	Intrua Financial LLC	6,669	$208K	0.0%	N/A	0.003%
4/23/2026	Sippican Capital Advisors	20,760	$647K	0.4%	+31.1%	0.009%
4/22/2026	Janney Montgomery Scott LLC	18,706	$583K	0.0%	N/A	0.008%
4/22/2026	Pictet Asset Management Holding SA	36,745	$1.15M	0.0%	+95.2%	0.015%
4/22/2026	Sterling Capital Management LLC	8,313	$259K	0.0%	+26.2%	0.003%
4/21/2026	Foster & Motley Inc.	7,777	$242K	0.0%	N/A	0.003%

SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 482 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Dimensional Fund Advisors LP ($311.68M), Vanguard Group Inc. ($252.83M), Pacer Advisors Inc. ($178.40M), State Street Corp ($118.27M), American Century Companies Inc. ($114.50M), Westwood Holdings Group Inc. ($92.20M), and JPMorgan Chase & Co. ($83.37M).Learn more on SM Energy's institutional investors.

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

Of the 431 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: Dimensional Fund Advisors LP ($4.86M), Pacer Advisors Inc. ($4.29M), Millennium Management LLC ($3.54M), Alyeska Investment Group L.P. ($2.49M), Westwood Holdings Group Inc. ($2.34M), Balyasny Asset Management L.P. ($1.78M), and Invesco Ltd. ($1.63M).

Institutional investors have bought a total of 38,191,729 shares in the last 24 months. This purchase volume represents approximately $956.29M in transactions.

Of the 146 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: Invesco Ltd. ($1.56M), Congress Asset Management Co. ($1.36M), Vanguard Group Inc. ($1.32M), JPMorgan Chase & Co. ($893.03K), First Trust Advisors LP ($870.78K), State Street Corp ($612.69K), and Freestone Grove Partners LP ($498.69K).

Institutional investors have sold a total of 15,164,301 shares in the last 24 months. This volume of shares sold represents approximately $343.98M in transactions.

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This page (NYSE:SM) was last updated on 5/31/2026 by MarketBeat.com Staff.

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SM Energy (SM) Institutional Ownership

SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

SM Institutional Ownership - Frequently Asked Questions

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SM Energy (SM) Institutional Ownership

Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

SM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SM shares?

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

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

How much institutional buying is happening at SM Energy?

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

How much institutional selling is happening at SM Energy?

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