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SM Energy (SM) Institutional Ownership

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$33.12 -0.43 (-1.29%)
Closing price 09/29/2026 03:59 PM Eastern
Extended Trading
$33.48 +0.36 (+1.08%)
As of 07:48 AM 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 Massive. Learn more.
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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)
298
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$306.64M
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Skip Chart & View Institutional Buying and Selling Data

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
9/29/2026Cim Investment Management Inc.7,677$200K0.0%+7.3%0.003%
9/23/2026QRG Capital Management Inc.9,551$249K0.0%+14.2%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.40,675$1.06M0.0%+2.5%0.017%
9/9/2026Sequoia Financial Advisors LLC57,623$1.50M0.0%+135.8%0.024%
9/9/2026Tidal Investments LLC18,189$475K0.0%+19.7%0.008%
9/9/2026Engineers Gate Manager LP57,033$1.49M0.0%N/A0.024%
9/9/2026Integrated Wealth Concepts LLC2,699$70K0.0%N/A0.001%
9/9/2026IFP Advisors Inc18,006$470K0.0%+1.8%0.008%
9/8/2026Allworth Financial LP3,072$80K0.0%-53.8%0.001%
9/8/2026Arizona State Retirement System66,152$1.73M0.0%+12.3%0.028%
9/4/2026Parkside Financial Bank & Trust3,780$99K0.0%+234.2%0.002%
8/27/2026Corient Private Wealth LP175,161$4.57M0.0%+64.7%0.074%
8/26/2026Amundi13,768$359K0.0%+47.0%0.006%
8/26/2026HighTower Advisors LLC13,099$342K0.0%-24.2%0.006%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al113,600$2.97M0.0%N/A0.048%
8/23/2026Readystate Asset Management LP222,880$5.82M0.2%+293.3%0.094%
8/23/2026HB Wealth Management LLC10,063$263K0.0%+20.5%0.004%
8/22/2026AlphaGrep UK Ltd9,267$242K0.1%N/A0.004%
8/22/2026Legacy Wealth Managment LLC ID9,418$246K0.1%+246.3%0.004%
8/21/2026Triumph Capital Management3,408$89K0.0%+623.6%0.001%
8/20/2026BTG Pactual Asset Management US LLC45,550$1.19M0.1%-7.9%0.019%
8/20/2026Quantitative Investment Management LLC19,486$508K0.1%N/A0.008%
8/20/2026Alyeska Investment Group L.P.230,718$6.02M0.0%-57.7%0.097%
8/20/2026Aegis Financial Corp778,851$20.33M3.2%+41.2%0.327%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC303,983$7.93M0.0%-3.0%0.128%
8/19/2026Wellington Management Group LLP625,424$16.32M0.0%-77.3%0.263%
8/19/2026Kingsview Wealth Management LLC124,537$3.25M0.0%N/A0.052%
8/18/2026Empowered Funds LLC74,383$1.94M0.0%N/A0.031%
8/18/2026Caitlin John LLC10,033$262K0.1%N/A0.004%
8/18/2026Ruggaard & Associates LLC8,610$225K0.1%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio5,874$153K0.0%N/A0.002%
8/17/2026Redwood Investment Management LLC82,815$2.16M0.2%N/A0.035%
8/17/2026Corient Private Wealth LP144,150$3.76M0.0%N/A0.061%
8/17/2026Bank of America Corp DE1,310,244$34.20M0.0%N/A0.551%
8/15/2026Tiptree Advisors LLC120,000$3.13M1.9%N/A0.050%
8/15/2026Freestone Grove Partners LP11,914$311K0.0%N/A0.005%
8/15/2026Man Group plc45,981$1.20M0.0%N/A0.019%
8/15/2026Jupiter Topco LLC107,345$2.80M0.0%N/A0.045%
8/14/2026Expect Equity LLC95,806$2.50M1.6%N/A0.040%
8/14/2026Palisade Capital Management LP422,097$11.02M0.5%N/A0.177%
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8/14/2026Canada Pension Plan Investment Board14,493,791$378.29M0.2%N/A6.094%
8/14/2026Manatuck Hill Partners LLC10,000$261K0.1%N/A0.004%
8/14/2026SIR Capital Management L.P.182,900$4.77M0.5%N/A0.077%
8/14/2026Legal & General Group Plc501,543$13.09M0.0%N/A0.211%
8/14/2026The Manufacturers Life Insurance Company124,575$3.25M0.0%N/A0.052%
8/14/2026Webs Creek Capital Management LP2,040,529$53.26M0.0%N/A0.858%
8/14/2026Cetera Trust Company N.A2,060$54K0.0%N/A0.001%
8/14/2026Algert Global LLC133,342$3.48M0.0%-36.1%0.056%
8/13/2026Sanctuary Advisors LLC13,792$360K0.0%N/A0.006%
8/12/2026Elevation Point Wealth Partners LLC16,162$422K0.0%N/A0.007%
8/12/2026Quantbot Technologies LP178,800$4.67M0.2%N/A0.075%
8/12/2026Landscape Capital Management L.L.C.62,916$1.64M0.1%N/A0.026%
8/12/2026EP Wealth Advisors LLC15,678$409K0.0%N/A0.007%
8/12/2026Callan Family Office LLC11,187$292K0.0%N/A0.005%
8/11/2026Donald Smith & CO. Inc.7,647,594$199.60M3.5%N/A3.215%
8/11/2026Allworth Financial LP3,072$80K0.0%N/A0.001%
8/11/2026NFJ Investment Group LLC107,494$2.81M0.1%N/A0.045%
8/11/2026Kilter Group LLC1,071$28K0.0%N/A0.000%
8/11/2026Vise Technologies Inc.37,515$979K0.0%N/A0.016%
8/7/2026BlackRock Inc.39,280,818$1.03B0.0%N/A16.384%
8/7/2026Deutsche Bank AG276,095$7.21M0.0%N/A0.115%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.1,848$48K0.0%N/A0.001%
8/6/2026Horizon Investment Services LLC19,595$511K0.1%N/A0.008%
8/6/2026Global Retirement Partners LLC3,026$79K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp1,657,438$43.26M0.0%N/A0.691%
8/6/2026State of Wyoming27,704$723K0.1%N/A0.012%
8/6/2026GSA Capital Partners LLP85,953$2.24M0.1%N/A0.036%
8/3/2026Summit Global Investments17,114$447K0.0%N/A0.007%
8/3/2026Dockside LLC103,036$2.69M0.6%N/A0.043%
7/10/2026Wedge Capital Management L L P NC98,899$2.58M0.0%-4.5%0.041%
7/9/2026Oliver Luxxe Assets LLC68,050$1.78M0.3%-30.7%0.028%
7/7/2026Quad Cities Investment Group LLC13,777$360K0.1%+2.8%0.006%
7/7/2026GAMMA Investing LLC10,108$264K0.0%+3.8%0.004%
7/2/2026Versant Capital Management Inc1,897$50K0.0%+415.5%0.001%
6/18/2026Pacer Advisors Inc.3,980$124K0.0%N/A0.002%
5/28/2026Cozad Asset Management Inc.84,447$2.63M0.2%N/A0.035%
5/26/2026Glenmede Trust Co. NA597,420$18.63M0.1%+32.8%0.249%
5/26/2026Ruggaard & Associates LLC8,410$262K0.1%N/A0.004%
5/22/2026Segall Bryant & Hamill LLC223,193$6.96M0.1%+57.8%0.093%
5/19/2026Cim Investment Management Inc.7,157$223K0.1%N/A0.003%
5/19/2026Bank of America Corp DE1,261,194$39.32M0.0%-11.2%0.526%
5/19/2026Edgestream Partners L.P.112,950$3.52M0.1%N/A0.047%
5/19/2026Janus Henderson Group PLC124,445$3.88M0.0%+174.3%0.052%
5/19/2026South Dakota Investment Council109,758$3.42M0.1%N/A0.046%
5/18/2026Amundi9,364$292K0.0%N/A0.004%
5/18/2026EverSource Wealth Advisors LLC1,129$35K0.0%+332.6%0.000%
5/18/2026California State Teachers Retirement System250,381$7.81M0.0%+127.8%0.104%
5/18/2026Readystate Asset Management LP56,672$1.77M0.1%N/A0.024%
5/18/2026Royal Bank of Canada94,115$2.94M0.0%+112.1%0.039%
5/18/2026Empowered Funds LLC181,172$5.65M0.0%+43.8%0.076%
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5/18/2026Empyrean Capital Partners LP74,000$2.31M0.1%N/A0.031%
5/18/2026Encompass Capital Advisors LLC697,800$21.76M0.7%N/A0.291%
5/16/2026The Manufacturers Life Insurance Company98,026$3.06M0.0%+85.6%0.041%
5/16/2026Quantinno Capital Management LP101,624$3.17M0.0%+281.9%0.042%
5/16/2026Whitebox Advisors LLC602,301$18.78M0.2%N/A0.251%
5/16/2026SummitTX Capital L.P.79,549$2.48M0.1%-82.3%0.033%
5/16/2026BROOKFIELD Corp ON32,016$998K0.0%N/A0.013%
5/16/2026Lazard Asset Management LLC61,795$1.93M0.0%+224.9%0.026%
5/15/2026Weiss Asset Management LP39,200$1.22M0.0%-63.4%0.016%
5/15/2026Van Den Berg Management I Inc.7,003$218K0.0%N/A0.003%


SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 483 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($1.03B), Canada Pension Plan Investment Board ($378.29M), Dimensional Fund Advisors LP ($311.68M), Vanguard Group Inc. ($252.83M), Donald Smith & CO. Inc. ($199.60M), State Street Corp ($118.27M), and American Century Companies Inc. ($114.50M).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 434 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: BlackRock Inc. ($39.28M), Canada Pension Plan Investment Board ($14.60M), Donald Smith & CO. Inc. ($7.65M), Dimensional Fund Advisors LP ($4.47M), Pacer Advisors Inc. ($4.30M), Millennium Management LLC ($3.54M), and Alyeska Investment Group L.P. ($2.49M).

Institutional investors have bought a total of 102,015,801 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 119 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: Wellington Management Group LLP ($2.12M), Invesco Ltd. ($1.56M), Vanguard Group Inc. ($1.32M), Congress Asset Management Co. ($1.11M), First Trust Advisors LP ($564.70K), Freestone Grove Partners LP ($498.69K), and Goldman Sachs Group Inc. ($478.71K).

Institutional investors have sold a total of 13,523,512 shares in the last 24 months. This volume of shares sold represents approximately $306.64M in transactions.


Related Companies

Institutional ownership data for NYSE:SM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/29/2026. New 13F filings are added each quarter as they're published.
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