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SM Energy (SM) Institutional Ownership

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$32.70 -0.07 (-0.20%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$32.72 +0.02 (+0.06%)
As of 11/13/2026 07:30 PM 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)
294
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$636.81M
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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
11/13/2026Empowered Funds LLC268,381$9.07M0.0%+260.8%0.114%
11/13/2026Plustick Management LLC315,000$10.64M4.3%+40.0%0.134%
11/13/2026Steward Partners Investment Advisory LLC173,737$5.87M0.0%+4.7%0.074%
11/13/2026Bleakley Financial Group LLC14,076$475K0.0%N/A0.006%
11/12/2026 AlphaGrep UK Ltd14,608$493K0.1%+57.6%0.006%
11/12/2026 First Trust Advisors LP1,293,145$43.68M0.0%+40.8%0.550%
11/12/2026 State Street Corp12,089,494$408.38M0.0%-48.4%5.144%
11/11/2026 Advisors Asset Management Inc.41,930$1.42M0.0%N/A0.018%
11/11/2026 GW&K Investment Management LLC97,083$3.28M0.0%N/A0.041%
11/11/2026 Private Advisor Group LLC9,049$306K0.0%N/A0.004%
11/11/2026 Ieq Capital LLC66,620$2.25M0.0%N/A0.028%
11/11/2026 Focus Advisor Solutions LLC5,921$200K0.0%N/A0.003%
11/11/2026 Boston Partners947,097$32.19M0.0%+1.0%0.403%
11/10/2026 Meeder Asset Management Inc.3,604$122K0.0%+1,407.9%0.002%
11/10/2026 Landscape Capital Management L.L.C.15,514$524K0.0%-75.3%0.007%
11/10/2026 Voya Investment Management LLC100,221$3.39M0.0%-8.9%0.042%
11/10/2026 Public Sector Pension Investment Board1,193,863$40.33M0.1%+52.6%0.502%
11/10/2026 Global Retirement Partners LLC2,042$69K0.0%-32.5%0.001%
11/10/2026 South Dakota Investment Council42,253$1.43M0.0%-49.9%0.018%
11/10/2026 First Eagle Investment Management LLC265,000$8.95M0.0%N/A0.111%
11/10/2026 Edgestream Partners L.P.8,840$299K0.0%N/A0.004%
11/10/2026 HighTower Advisors LLC14,530$491K0.0%+10.9%0.006%
11/9/2026 Intech Investment Management LLC36,129$1.22M0.0%-27.7%0.015%
11/9/2026 Bessemer Group Inc.913,041$30.84M0.0%+42.0%0.388%
11/9/2026 Royce & Associates LP320,574$10.83M0.1%-7.9%0.136%
11/7/2026 Diversified Trust Co23,107$781K0.0%-36.3%0.010%
11/6/2026 Moors & Cabot Inc.10,845$366K0.0%+7.3%0.005%
11/6/2026 William Blair Investment Management LLC436,539$14.75M0.0%N/A0.184%
11/6/2026 Fisher Asset Management LLC785,090$26.52M0.0%-20.4%0.330%
11/6/2026 Russell Investments Group Ltd.394,746$13.33M0.0%-4.8%0.166%
11/6/2026 Fifth Third Bancorp66,682$2.25M0.0%-40.8%0.028%
11/6/2026 Commons Capital LLC20,000$676K0.5%-33.3%0.008%
11/5/2026 Maryland State Retirement & Pension System52,985$1.79M0.0%+59.9%0.022%
11/5/2026 Illinois Municipal Retirement Fund114,383$3.86M0.0%+2.4%0.048%
11/5/2026 Lido Advisors LLC24,347$822K0.0%+25.5%0.010%
11/4/2026 Gryphon Financial Partners LLC13,409$453K0.0%+2.6%0.006%
11/4/2026 Fulcrum Asset Management LLP46,514$1.54M0.1%-9.4%0.020%
11/4/2026 Allspring Global Investments Holdings LLC49,243$1.73M0.0%+3.9%0.021%
11/4/2026 Hohimer Wealth Management LLC10,306$348K0.0%+6.4%0.004%
11/4/2026 Brighton Jones LLC12,164$411K0.0%+24.7%0.005%
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11/3/2026 Kornitzer Capital Management Inc. KS126,280$4.27M0.1%+24.2%0.053%
11/3/2026 Formidable Asset Management LLC14,105$476K0.1%-3.1%0.006%
11/3/2026 Heritage Family Offices LLP894$30K0.0%N/A0.000%
11/2/2026 Pekin Hardy Strauss Inc.410,267$13.86M1.2%-15.4%0.172%
11/2/2026 Kestra Advisory Services LLC15,347$518K0.0%+4.7%0.006%
11/2/2026 Commonwealth Equity Services LLC11,765$397K0.0%+5.8%0.005%
10/31/2026 Chicago Partners Investment Group LLC5,184$208K0.0%-27.9%0.002%
10/31/2026 Covestor Ltd2,724$92K0.1%-14.2%0.001%
10/31/2026 Verity Asset Management Inc.9,305$314K0.1%-9.1%0.004%
10/30/2026 Oregon Public Employees Retirement Fund53,395$1.80M0.0%+3.5%0.022%
10/29/2026 SMH Capital Advisors Inc.37,400$1.26M4.8%N/A0.016%
10/29/2026 ProShare Advisors LLC33,384$1.13M0.0%-3.5%0.014%
10/29/2026 Vise Technologies Inc.36,265$1.23M0.0%-3.3%0.015%
10/29/2026 Unison Advisors LLC36,913$1.25M0.1%+0.8%0.016%
10/29/2026 Intrua Financial LLC6,722$227K0.0%N/A0.003%
10/29/2026 State of Wyoming23,605$797K0.1%-14.8%0.010%
10/28/2026 CHICAGO TRUST Co NA8,053$272K0.0%N/A0.003%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al102,300$3.46M0.0%-9.9%0.043%
10/28/2026 Choreo LLC27,362$924K0.0%+6.2%0.012%
10/28/2026 D.A. Davidson & CO.9,304$314K0.0%+19.6%0.000%
10/28/2026 Pinnacle Wealth Planning Services Inc.5,308$179K0.0%+15.1%0.000%
10/28/2026 VestGen Advisors LLC47,704$1.61M0.0%N/A0.000%
10/27/2026 Moody Aldrich Partners LLC229,073$7.74M1.5%+43.5%0.096%
10/26/2026 Oppenheimer & Co. Inc.12,934$437K0.0%N/A0.005%
10/26/2026 Park Avenue Securities LLC7,461$252K0.0%N/A0.003%
10/24/2026 Sigma Planning Corp6,362$215K0.0%N/A0.003%
10/24/2026 Leeward Investments LLC MA376,172$12.71M0.6%-9.7%0.158%
10/23/2026 Brucke Financial Inc.6,067$205K0.1%N/A0.003%
10/23/2026 Signaturefd LLC18,509$625K0.0%+13.6%0.008%
10/23/2026 Simplicity Wealth LLC9,811$331K0.0%N/A0.004%
10/23/2026 RWC Asset Management LLP18,555$627K0.0%+104.2%0.008%
10/23/2026 Sterling Capital Management LLC4,942$167K0.0%-82.1%0.002%
10/23/2026 James Investment Research Inc.6,700$226K0.0%N/A0.003%
10/23/2026 Inspire Investing LLC33,461$1.13M0.0%+28.8%0.014%
10/22/2026 Yousif Capital Management LLC65,728$2.22M0.0%-1.0%0.028%
10/22/2026 Root Financial Partners LLC1,786$60K0.0%N/A0.001%
10/22/2026 SBI Securities Co. Ltd.2,109$71K0.0%+14.2%0.001%
10/21/2026 Crossmark Global Holdings Inc.7,275$246K0.0%N/A0.003%
10/21/2026 Quadrant Capital Group LLC5,514$186K0.0%N/A0.002%
10/21/2026 Range Financial Group LLC11,514$389K0.1%-3.1%0.005%
10/21/2026 Nisa Investment Advisors LLC111,034$3.75M0.0%-6.4%0.047%
10/19/2026 Abel Hall LLC13,078$442K0.1%-66.5%0.005%
10/17/2026 IFP Advisors Inc17,564$593K0.0%-2.5%0.007%
10/15/2026 State of Alaska Department of Revenue112,819$3.81M0.0%-22.3%0.047%
10/13/2026 NorthCrest Asset Manangement LLC5,580$207K0.0%N/A0.002%
10/9/2026 Paragon Capital Management Ltd7,012$237K0.0%N/A0.003%
10/9/2026 Post Resch Tallon Group Inc.8,000$270K0.2%-13.0%0.003%
10/9/2026 GAMMA Investing LLC11,997$405K0.0%+18.7%0.005%
10/8/2026 CoreCap Advisors LLC974$33K0.0%+211.2%0.000%
10/7/2026 Investors Research Corp15,201$513K0.1%-2.7%0.006%
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10/7/2026 American National Bank & Trust953$32K0.0%-34.3%0.000%
10/6/2026 Congress Asset Management Co.137,815$4.66M0.0%+21.5%0.058%
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%
9/9/2026 IFP Advisors Inc18,006$470K0.0%+1.8%0.008%


SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 499 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($1.03B), State Street Corp ($408.38M), Canada Pension Plan Investment Board ($378.29M), Dimensional Fund Advisors LP ($311.68M), Vanguard Group Inc. ($252.83M), Donald Smith & CO. Inc. ($199.60M), 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 440 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), Millennium Management LLC ($3.54M), Alyeska Investment Group L.P. ($2.49M), and Bank of New York Mellon Corp ($2.38M).

Institutional investors have bought a total of 101,090,944 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 114 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: State Street Corp ($11.32M), Wellington Management Group LLP ($2.12M), Invesco Ltd. ($1.56M), Congress Asset Management Co. ($1.11M), Goldman Sachs Group Inc. ($478.71K), Bridgewater Associates LP ($434.64K), and SummitTX Capital L.P. ($369.01K).

Institutional investors have sold a total of 22,461,755 shares in the last 24 months. This volume of shares sold represents approximately $636.81M in transactions.


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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 11/13/2026. New 13F filings are added each quarter as they're published.
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