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SM Energy (SM) Institutional Ownership

SM Energy logo
$37.59 +1.45 (+4.01%)
As of 02:22 PM 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)
289
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$306.43M
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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
8/20/2026 BTG Pactual Asset Management US LLC45,550$1.19M0.1%-7.9%0.019%
8/20/2026 Quantitative Investment Management LLC19,486$508K0.1%N/A0.008%
8/20/2026 Alyeska Investment Group L.P.230,718$6.02M0.0%-57.7%0.097%
8/20/2026 Aegis Financial Corp778,851$20.33M3.2%+41.2%0.327%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC303,983$7.93M0.0%-3.0%0.128%
8/19/2026 Wellington Management Group LLP625,424$16.32M0.0%-77.3%0.263%
8/19/2026Kingsview Wealth Management LLC124,537$3.25M0.0%N/A0.052%
8/18/2026 Empowered Funds LLC74,383$1.94M0.0%N/A0.031%
8/18/2026 Caitlin John LLC10,033$262K0.1%N/A0.004%
8/18/2026 Ruggaard & Associates LLC8,610$225K0.1%N/A0.004%
8/18/2026 Public Employees Retirement System of Ohio5,874$153K0.0%N/A0.002%
8/17/2026 Redwood Investment Management LLC82,815$2.16M0.2%N/A0.035%
8/17/2026 Corient Private Wealth LP144,150$3.76M0.0%N/A0.061%
8/17/2026 Bank of America Corp DE1,310,244$34.20M0.0%N/A0.551%
8/15/2026 Tiptree Advisors LLC120,000$3.13M1.9%N/A0.050%
8/15/2026 Freestone Grove Partners LP11,914$311K0.0%N/A0.005%
8/15/2026 Man Group plc45,981$1.20M0.0%N/A0.019%
8/15/2026 Jupiter Topco LLC107,345$2.80M0.0%N/A0.045%
8/14/2026 Expect Equity LLC95,806$2.50M1.6%N/A0.040%
8/14/2026 Palisade Capital Management LP422,097$11.02M0.5%N/A0.177%
8/14/2026 Canada Pension Plan Investment Board14,493,791$378.29M0.2%N/A6.094%
8/14/2026 Manatuck Hill Partners LLC10,000$261K0.1%N/A0.004%
8/14/2026 SIR Capital Management L.P.182,900$4.77M0.5%N/A0.077%
8/14/2026 Legal & General Group Plc501,543$13.09M0.0%N/A0.211%
8/14/2026 The Manufacturers Life Insurance Company 124,575$3.25M0.0%N/A0.052%
8/14/2026 Webs Creek Capital Management LP2,040,529$53.26B10.1%N/A0.858%
8/14/2026 Cetera Trust Company N.A2,060$54K0.0%N/A0.001%
8/14/2026 Algert Global LLC133,342$3.48M0.0%-36.1%0.056%
8/13/2026 Sanctuary Advisors LLC13,792$360K0.0%N/A0.006%
8/12/2026 Elevation Point Wealth Partners LLC16,162$422K0.0%N/A0.007%
8/12/2026 Quantbot Technologies LP178,800$4.67M0.2%N/A0.075%
8/12/2026 Landscape Capital Management L.L.C.62,916$1.64M0.1%N/A0.026%
8/12/2026 EP Wealth Advisors LLC15,678$409K0.0%N/A0.007%
8/12/2026 Callan Family Office LLC11,187$292K0.0%N/A0.005%
8/11/2026 Donald Smith & CO. Inc.7,647,594$199.60M3.5%N/A3.215%
8/11/2026 Allworth Financial LP3,072$80K0.0%N/A0.001%
8/11/2026 NFJ Investment Group LLC107,494$2.81M0.1%N/A0.045%
8/11/2026 Kilter Group LLC1,071$28K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.37,515$979K0.0%N/A0.016%
8/7/2026 BlackRock Inc.39,280,818$1.03B0.0%N/A16.384%
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8/7/2026 Deutsche Bank AG276,095$7.21M0.0%N/A0.115%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.1,848$48K0.0%N/A0.001%
8/6/2026 Horizon Investment Services LLC19,595$511K0.1%N/A0.008%
8/6/2026 Global Retirement Partners LLC3,026$79K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp1,657,438$43.26M0.0%N/A0.691%
8/6/2026 State of Wyoming27,704$723K0.1%N/A0.012%
8/6/2026 GSA Capital Partners LLP85,953$2.24M0.1%N/A0.036%
8/3/2026 Summit Global Investments17,114$447K0.0%N/A0.007%
8/3/2026 Dockside LLC103,036$2.69M0.6%N/A0.043%
7/10/2026 Wedge Capital Management L L P NC98,899$2.58M0.0%-4.5%0.041%
7/9/2026 Oliver Luxxe Assets LLC68,050$1.78M0.3%-30.7%0.028%
7/7/2026 Quad Cities Investment Group LLC13,777$360K0.1%+2.8%0.006%
7/7/2026 GAMMA Investing LLC10,108$264K0.0%+3.8%0.004%
7/2/2026 Versant Capital Management Inc1,897$50K0.0%+415.5%0.001%
6/18/2026 Pacer Advisors Inc.3,980$124K0.0%N/A0.002%
5/28/2026 Cozad Asset Management Inc.84,447$2.63M0.2%N/A0.035%
5/26/2026 Glenmede Trust Co. NA597,420$18.63M0.1%+32.8%0.249%
5/26/2026 Ruggaard & Associates LLC8,410$262K0.1%N/A0.004%
5/22/2026 Segall Bryant & Hamill LLC223,193$6.96M0.1%+57.8%0.093%
5/19/2026Cim Investment Management Inc.7,157$223K0.1%N/A0.003%
5/19/2026 Bank of America Corp DE1,261,194$39.32M0.0%-11.2%0.526%
5/19/2026 Edgestream 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%
5/19/2026 South Dakota Investment Council109,758$3.42M0.1%N/A0.046%
5/18/2026 Amundi9,364$292K0.0%N/A0.004%
5/18/2026 EverSource 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%
5/18/2026 Readystate Asset Management LP56,672$1.77M0.1%N/A0.024%
5/18/2026 Royal Bank of Canada94,115$2.94M0.0%+112.1%0.039%
5/18/2026 Empowered Funds LLC181,172$5.65M0.0%+43.8%0.076%
5/18/2026 Empyrean Capital Partners LP74,000$2.31M0.1%N/A0.031%
5/18/2026 Encompass Capital Advisors LLC697,800$21.76M0.7%N/A0.291%
5/16/2026 The Manufacturers Life Insurance Company98,026$3.06M0.0%+85.6%0.041%
5/16/2026 Quantinno Capital Management LP101,624$3.17M0.0%+281.9%0.042%
5/16/2026 Whitebox Advisors LLC602,301$18.78M0.2%N/A0.251%
5/16/2026 SummitTX Capital L.P.79,549$2.48M0.1%-82.3%0.033%
5/16/2026 BROOKFIELD Corp ON32,016$998K0.0%N/A0.013%
5/16/2026 Lazard Asset Management LLC61,795$1.93M0.0%+224.9%0.026%
5/15/2026 Weiss Asset Management LP39,200$1.22M0.0%-63.4%0.016%
5/15/2026 Van Den Berg Management I Inc.7,003$218K0.0%N/A0.003%
5/15/2026 Entropy Technologies LP95,162$2.97M0.1%N/A0.040%
5/14/2026 Pale Fire Capital SE14,700$458K0.0%N/A0.006%
5/14/2026 Compound Planning Inc.19,746$616K0.0%N/A0.008%
5/14/2026 CLG LLC466,175$14.54M3.6%N/A0.194%
5/14/2026 Arrowstreet Capital Limited Partnership247,820$7.73M0.0%N/A0.103%
5/14/2026 Caxton Associates LLP208,662$6.51M0.1%+8.6%0.087%
5/14/2026 Sei Investments Co.377,939$11.78M0.0%+31.3%0.158%
5/13/2026 Cetera Investment Advisers108,019$3.37M0.0%+405.7%0.045%
5/13/2026 Aegis Financial Corp551,769$17.20M2.9%N/A0.230%
5/13/2026 First Citizens Bank & Trust Co.40,378$1.26M0.0%N/A0.017%
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5/13/2026 First Trust Advisors LP1,290,485$40.24M0.0%+72.8%0.538%
5/8/2026 PNC Financial Services Group Inc.19,191$598K0.0%+162.0%0.008%
5/8/2026 Summit Global Investments44,820$1.40M0.1%-3.4%0.019%
5/7/2026 Meeder Asset Management Inc.65,374$2.04M0.1%-22.0%0.027%
5/7/2026 Dimensional Fund Advisors LP9,995,353$311.68M0.1%+79.5%4.169%
5/7/2026 Parallel Advisors LLC4,678$146K0.0%+3,932.8%0.002%
5/7/2026 KBC Group NV7,161$223K0.0%+88.9%0.003%
5/7/2026 Swiss National Bank424,233$13.23M0.0%+87.1%0.177%
5/6/2026 California Public Employees Retirement System475,818$14.84M0.0%+132.6%0.198%
5/6/2026 Gryphon Financial Partners LLC11,916$372K0.0%N/A0.005%


SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 480 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Webs Creek Capital Management LP ($53.26B), 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), and State Street Corp ($118.27M).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 428 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 101,582,429 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

Of the 117 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 13,515,742 shares in the last 24 months. This volume of shares sold represents approximately $306.43M 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 8/20/2026. New 13F filings are added each quarter as they're published.
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