SM Energy (SM) Institutional Ownership

$45.92

+0.32 (+0.70%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 94.56%
Number of Institutional Buyers (last 12 months): 198
Total Institutional Inflows (last 12 months): $601.76M

Number of Institutional Sellers (last 12 months): 132
Total Institutional Outflows (last 12 months): $335.34M

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SM Institutional Buying and Selling by Quarter

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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
7/26/2024	Atomi Financial Group Inc.	5,319	$230K	0.0%	N/A	0.005%
7/26/2024	Summit Securities Group LLC	5,200	$225K	0.0%	+259,900.0%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	684,451	$29.59M	0.0%	-18.8%	0.595%
7/26/2024	Verdence Capital Advisors LLC	71,837	$3.11M	0.3%	+4.2%	0.062%
7/26/2024	Bank of New York Mellon Corp	1,335,624	$57.74M	0.0%	+0.3%	1.161%
7/25/2024	Tributary Capital Management LLC	569,348	$24.61M	2.0%	+0.3%	0.495%
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7/24/2024	New York State Teachers Retirement System	176,589	$7.63M	0.0%	-0.6%	0.154%
7/24/2024	Louisiana State Employees Retirement System	57,900	$2.50M	0.0%	+1.0%	0.050%
7/22/2024	Summit Global Investments	11,780	$509K	0.0%	N/A	0.010%
7/20/2024	Nisa Investment Advisors LLC	85,126	$3.68M	0.0%	-11.7%	0.074%
7/19/2024	Raymond James & Associates	159,606	$6.90M	0.0%	-2.4%	0.139%
7/18/2024	Ellsworth Advisors LLC	10,422	$451K	0.1%	+7.3%	0.009%
7/18/2024	Assenagon Asset Management S.A.	35,304	$1.53M	0.0%	-30.4%	0.031%
7/17/2024	Wedge Capital Management L L P NC	593,241	$25.65M	0.5%	+4.8%	0.516%
7/16/2024	Envestnet Portfolio Solutions Inc.	11,045	$477K	0.0%	+2.8%	0.010%
7/16/2024	Diversified Trust Co	18,094	$782K	0.0%	+10.1%	0.016%
7/12/2024	Diversify Advisory Services LLC	310,558	$13.49M	0.7%	+391.2%	0.270%
7/12/2024	SG Americas Securities LLC	4,012	$173K	0.0%	-71.8%	0.003%
7/11/2024	CX Institutional	21,615	$934K	0.0%	+5.7%	0.019%
7/9/2024	Park Avenue Securities LLC	12,719	$550K	0.0%	+23.4%	0.011%
7/9/2024	Mather Group LLC.	1,014	$44K	0.0%	N/A	0.001%
7/8/2024	Insight Wealth Strategies LLC	46,499	$2.01M	0.3%	+6.5%	0.040%
7/2/2024	Massmutual Trust Co. FSB ADV	872	$38K	0.0%	+63.9%	0.001%
7/2/2024	GAMMA Investing LLC	6,557	$283K	0.0%	+17.8%	0.006%
6/11/2024	American Trust	9,436	$470K	0.0%	-6.0%	0.008%
5/28/2024	Boston Partners	18,606	$928K	0.0%	+6.1%	0.016%
5/28/2024	Verity Asset Management Inc.	5,246	$262K	0.1%	-22.8%	0.005%
5/21/2024	Atria Investments Inc	21,982	$1.10M	0.0%	N/A	0.019%
5/20/2024	Adams Wealth Management	52,546	$2.62M	0.6%	+26.7%	0.046%
5/17/2024	Comerica Bank	134,613	$6.71M	0.0%	-27.0%	0.117%
5/17/2024	Tidal Investments LLC	34,138	$1.70M	0.0%	-6.3%	0.030%
5/16/2024	California State Teachers Retirement System	117,200	$5.84M	0.0%	-6.4%	0.102%
5/16/2024	Jacobs Levy Equity Management Inc.	78,767	$3.93M	0.0%	-0.9%	0.068%
5/16/2024	Kennedy Capital Management LLC	181,733	$9.06M	0.2%	+5.0%	0.158%
5/16/2024	Bayesian Capital Management LP	7,373	$368K	0.0%	N/A	0.006%
5/16/2024	Caxton Associates LP	42,109	$2.10M	0.1%	+288.4%	0.037%
5/16/2024	Paloma Partners Management Co	5,934	$296K	0.0%	N/A	0.005%
5/15/2024	Public Employees Retirement System of Ohio	96,230	$4.80M	0.0%	-6.5%	0.084%
5/15/2024	Public Employees Retirement Association of Colorado	14,029	$699K	0.0%	-13.8%	0.012%
5/15/2024	Energy Income Partners LLC	28,171	$1.40M	0.0%	+31.2%	0.024%
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5/15/2024	Price T Rowe Associates Inc. MD	764,118	$38.09M	0.0%	+19.5%	0.664%
5/15/2024	Magnetar Financial LLC	4,412	$220K	0.0%	-94.6%	0.004%
5/15/2024	Lazard Asset Management LLC	15,172	$756K	0.0%	-29.8%	0.013%
5/15/2024	Quadrature Capital Ltd	10,641	$531K	0.0%	-22.3%	0.009%
5/14/2024	Westwood Holdings Group Inc.	1,552,004	$77.37M	0.6%	+20.0%	1.350%
5/14/2024	Shell Asset Management Co.	8,466	$422K	0.0%	-3.4%	0.007%
5/14/2024	Pitcairn Co.	15,469	$771K	0.0%	+20.3%	0.013%
5/14/2024	CANADA LIFE ASSURANCE Co	101,455	$5.06M	0.0%	+3.2%	0.088%
5/14/2024	American International Group Inc.	62,511	$3.12M	0.0%	-2.7%	0.054%
5/13/2024	UniSuper Management Pty Ltd	27,520	$1.37M	0.0%	N/A	0.024%
5/13/2024	O Shaughnessy Asset Management LLC	4,572	$228K	0.0%	N/A	0.004%
5/13/2024	Ameritas Investment Partners Inc.	11,564	$576K	0.0%	-3.0%	0.010%
5/11/2024	Hillsdale Investment Management Inc.	100,700	$5.02M	0.4%	N/A	0.088%
5/11/2024	Edgestream Partners L.P.	95,748	$4.77M	0.2%	N/A	0.083%
5/10/2024	Connors Investor Services Inc.	61,716	$3.08M	0.3%	-28.0%	0.054%
5/10/2024	Vanguard Group Inc.	14,224,355	$709.08M	0.0%	-0.8%	12.365%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	25,528	$1.29M	0.0%	+33.0%	0.022%
5/10/2024	Pinnacle Wealth Planning Services Inc.	4,214	$210K	0.0%	N/A	0.004%
5/10/2024	Jupiter Asset Management Ltd.	112,616	$5.61M	0.1%	N/A	0.098%
5/9/2024	Orion Portfolio Solutions LLC	30,718	$1.53M	0.0%	-18.8%	0.027%
5/9/2024	Kingsview Wealth Management LLC	4,827	$241K	0.0%	-87.4%	0.004%
5/9/2024	First Eagle Investment Management LLC	147,703	$7.36M	0.0%	+52.3%	0.128%
5/9/2024	Foundry Partners LLC	102,307	$5.10M	0.3%	+1,733.5%	0.088%
5/9/2024	State Board of Administration of Florida Retirement System	41,507	$2.07M	0.0%	+21.1%	0.036%
5/8/2024	William Blair Investment Management LLC	1,008,880	$50.29M	0.1%	-0.2%	0.872%
5/8/2024	ProShare Advisors LLC	23,365	$1.17M	0.0%	+5.4%	0.020%
5/8/2024	US Bancorp DE	52,159	$2.60M	0.0%	-0.9%	0.045%
5/8/2024	Russell Investments Group Ltd.	113,492	$5.66M	0.0%	-11.1%	0.098%
5/8/2024	QRG Capital Management Inc.	6,093	$304K	0.0%	-3.8%	0.005%
5/8/2024	Headlands Technologies LLC	1,143	$57K	0.0%	N/A	0.001%
5/8/2024	Inspire Investing LLC	8,469	$422K	0.0%	-14.3%	0.007%
5/8/2024	Inspire Advisors LLC	4,872	$243K	0.0%	N/A	0.004%
5/7/2024	Sei Investments Co.	98,591	$4.92M	0.0%	+74.6%	0.085%
5/7/2024	Swiss National Bank	229,700	$11.45M	0.0%	-1.8%	0.198%
5/7/2024	Illinois Municipal Retirement Fund	85,898	$4.28M	0.1%	-10.0%	0.074%
5/7/2024	Oppenheimer Asset Management Inc.	10,018	$499K	0.0%	-13.1%	0.009%
5/7/2024	SG Americas Securities LLC	14,243	$710K	0.0%	N/A	0.012%
5/7/2024	Empowered Funds LLC	205,193	$10.23M	0.2%	+133.8%	0.177%
5/6/2024	Quantbot Technologies LP	19,500	$972K	0.1%	N/A	0.017%
5/6/2024	LSV Asset Management	25,800	$1.29M	0.0%	+17.8%	0.022%
5/6/2024	Texas Permanent School Fund Corp	101,259	$5.05M	0.0%	-1.3%	0.087%
5/2/2024	Jennison Associates LLC	27,743	$1.38M	0.0%	N/A	0.024%
5/2/2024	Mutual of America Capital Management LLC	19,932	$994K	0.0%	-2.1%	0.017%
5/2/2024	FORA Capital LLC	62,508	$3.12M	0.3%	N/A	0.054%
5/2/2024	Fidelis Capital Partners LLC	1,028	$51K	0.0%	N/A	0.001%
5/2/2024	Sippican Capital Advisors	17,025	$849K	0.7%	-3.3%	0.015%
5/1/2024	Capstone Investment Advisors LLC	8,593	$428K	0.0%	N/A	0.007%
5/1/2024	Janney Montgomery Scott LLC	9,434	$470K	0.0%	+9.4%	0.008%
5/1/2024	BNP Paribas Financial Markets	96,942	$4.83M	0.0%	-60.5%	0.084%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	65,932	$3.29M	0.0%	+6.1%	0.057%
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5/1/2024	Sequoia Financial Advisors LLC	5,480	$273K	0.0%	-4.4%	0.005%
5/1/2024	Diversify Advisory Services LLC	63,227	$3.20M	0.2%	N/A	0.055%
4/30/2024	Norden Group LLC	9,560	$477K	0.0%	N/A	0.008%
4/30/2024	Vest Financial LLC	17,889	$892K	0.0%	+183.3%	0.015%
4/30/2024	Caprock Group LLC	7,429	$370K	0.0%	-11.6%	0.006%
4/30/2024	Allspring Global Investments Holdings LLC	842,960	$42.02M	0.1%	+12.2%	0.728%
4/29/2024	Principal Financial Group Inc.	639,680	$31.89M	0.0%	+5.5%	0.553%
4/29/2024	Meritage Portfolio Management	10,494	$523K	0.0%	-5.5%	0.009%
4/26/2024	UMB Bank n.a.	829	$41K	0.0%	+66.8%	0.001%
4/26/2024	Yousif Capital Management LLC	53,609	$2.67M	0.0%	-8.8%	0.046%

(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, 365 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Vanguard Group Inc. ($709.08M), BlackRock Inc. ($677.69M), Dimensional Fund Advisors LP ($213.33M), Frontier Capital Management Co. LLC ($115.02M), Invesco Ltd. ($81.46M), Westwood Holdings Group Inc. ($77.37M), and Geode Capital Management LLC ($74.65M).Learn more on SM's institutional investors.
What percentage of SM Energy stock is owned by institutional investors?: 94.56% of SM Energy stock is owned by institutional investors. Learn more on SM's institutional investor holdings.
Which institutional investors have been buying SM Energy stock?: Of the 302 institutional investors that purchased SM Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.75M), Westwood Holdings Group Inc. ($1.55M), Frontier Capital Management Co. LLC ($1.40M), Pacer Advisors Inc. ($1.31M), Allspring Global Investments Holdings LLC ($1.26M), Channing Capital Management LLC ($1.17M), and Congress Asset Management Co. MA ($1.02M).

How much institutional buying is happening at SM Energy?: Institutional investors have bought a total of 33,615,422 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.
Which SM Energy major shareholders have been selling company stock?: Of the 194 institutional investors that sold SM Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($1.78M), Russell Investments Group Ltd. ($1.04M), Hodges Capital Management Inc. ($833.74K), First Trust Advisors LP ($730.32K), Vanguard Group Inc. ($696.73K), Marshall Wace LLP ($669.18K), and River Road Asset Management LLC ($500.37K).
How much institutional selling is happening at SM Energy?: Institutional investors have sold a total of 17,466,270 shares in the last 24 months. This volume of shares sold represents approximately $634.55M in transactions.