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SM Energy (SM) Institutional Ownership

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$30.67 +1.23 (+4.16%)
As of 12:59 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)
295
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$374.29M
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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
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%
5/6/2026 Catalyst Capital Advisors LLC33,782$1.05M0.0%N/A0.014%
5/6/2026 Assetmark Inc.1,126$35K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.1,888$59K0.0%+664.4%0.001%
5/6/2026 Allspring Global Investments Holdings LLC9,227$285K0.0%N/A0.004%
5/5/2026 Bank of New York Mellon Corp1,417,686$44.20M0.0%+95.5%0.591%
5/5/2026 Illinois Municipal Retirement Fund103,968$3.24M0.0%+78.9%0.043%
5/5/2026 Goehring & Rozencwajg Associates LLC487,730$15.21M0.8%N/A0.203%
5/5/2026 Sanctuary Advisors LLC9,122$284K0.0%N/A0.004%
5/5/2026 Maryland State Retirement & Pension System33,014$1.03M0.0%+95.6%0.014%
5/5/2026 Avantax Planning Partners Inc.8,344$260K0.0%N/A0.003%
5/4/2026 Legacy Capital Group California Inc.31,237$974K0.4%N/A0.013%
5/4/2026 Center for Financial Planning Inc.1,000$31K0.0%N/A0.000%
5/4/2026 Principal Financial Group Inc.1,101,082$34.33M0.0%+101.7%0.459%
5/4/2026 Teachers Retirement System of The State of Kentucky56,076$1.75M0.0%+91.5%0.023%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS55,976$1.75M0.0%+97.4%0.023%
5/1/2026 Fifth Third Bancorp77,818$2.43M0.0%+6,620.0%0.032%
5/1/2026 Sequoia Financial Advisors LLC24,442$762K0.0%N/A0.010%
5/1/2026 Independence Bank of Kentucky12,563$392K0.0%N/A0.005%
5/1/2026 Kornitzer Capital Management Inc. KS92,007$2.87M0.1%N/A0.038%
4/30/2026 Torren Management LLC839$26K0.0%+4,561.1%0.000%
4/30/2026 Hsbc Holdings PLC59,225$1.86M0.0%-70.8%0.025%
4/30/2026 Range Financial Group LLC12,839$400K0.1%N/A0.005%
4/30/2026 First Horizon Corp1,501$47K0.0%-19.3%0.001%
4/30/2026 Valued Wealth Advisors LLC1,059$33K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC95,528$2.98M0.0%+1,011.8%0.040%
4/30/2026 Seelaus Asset Management LLC10,031$313K0.2%N/A0.004%
4/30/2026 Oregon Public Employees Retirement Fund51,795$1.62M0.0%+97.3%0.022%
4/29/2026 Saxon Interests Inc.34,166$1.07M0.4%N/A0.014%
4/29/2026 Sage Rhino Capital LLC13,802$430K0.1%N/A0.006%
4/28/2026 Abel Hall LLC54,094$1.69M0.4%N/A0.023%
4/28/2026 DGS Capital Management LLC19,967$623K0.1%+84.1%0.008%
4/28/2026 Ascentis Independent Advisors1,535$48K0.0%N/A0.001%
4/28/2026 Praxis Investment Management Inc.9,665$301K0.0%N/A0.004%
4/28/2026 QRG Capital Management Inc.8,365$261K0.0%N/A0.003%
4/27/2026 TCI Wealth Advisors Inc.18,277$570K0.0%-37.9%0.008%
4/27/2026 HB Wealth Management LLC8,352$260K0.0%N/A0.003%
4/27/2026 New York State Teachers Retirement System232,011$7.23M0.0%+55.7%0.097%
4/27/2026 Sierra Summit Advisors LLC55,288$1.72M0.3%N/A0.023%
4/27/2026 Private Advisor Group LLC9,079$283K0.0%N/A0.004%
4/27/2026 Y Intercept Hong Kong Ltd20,387$636K0.0%-92.1%0.009%
4/27/2026 Elevation Point Wealth Partners LLC14,660$457K0.0%N/A0.006%
4/25/2026 Strs Ohio26,900$839K0.0%+33.8%0.011%
4/24/2026 Root Financial Partners LLC1,304$41K0.0%+3,080.5%0.001%
4/24/2026 Stock Yards Bank & Trust Co.6,799$212K0.0%N/A0.003%
4/24/2026 CHICAGO TRUST Co NA6,627$207K0.0%N/A0.003%
4/24/2026 James Investment Research Inc.6,700$209K0.0%N/A0.003%
4/24/2026 Redwood Wealth Management Group LLC20,609$643K0.3%N/A0.009%
4/24/2026 Peregrine Capital Management LLC141,661$4.42M0.2%-8.8%0.059%
4/23/2026 Inspire Investing LLC25,091$782K0.1%-15.1%0.010%
4/23/2026 Intrua Financial LLC6,669$208K0.0%N/A0.003%
4/23/2026 Sippican Capital Advisors20,760$647K0.4%+31.1%0.009%
4/22/2026 Janney Montgomery Scott LLC18,706$583K0.0%N/A0.008%
4/22/2026 Pictet Asset Management Holding SA36,745$1.15M0.0%+95.2%0.015%
4/22/2026 Sterling Capital Management LLC8,313$259K0.0%+26.2%0.003%
4/21/2026 Foster & Motley Inc.7,777$242K0.0%N/A0.003%
4/21/2026 Louisiana State Employees Retirement System100,300$3.13M0.1%N/A0.042%
4/20/2026 Assenagon Asset Management S.A.77,631$2.42M0.0%N/A0.032%
4/18/2026 Leeward Investments LLC MA426,525$13.30M0.7%N/A0.178%
4/17/2026 Investment Advisory Services Inc. TX ADV15,417$481K0.2%N/A0.006%
4/17/2026 Total Clarity Wealth Management Inc.9,139$285K0.1%N/A0.004%
4/16/2026 Diversified Trust Co50,933$1.59M0.0%+52.8%0.021%
3/20/2026 Hsbc Holdings PLC202,977$3.79M0.0%+145.9%0.177%
3/9/2026Corient Private Wealth LLC17,198$322K0.0%-10.7%0.015%
3/9/2026EMC Capital Management3,497$65K0.0%-15.0%0.003%
3/6/2026 Hsbc Holdings PLC202,977$3.79M0.0%+145.9%0.177%
3/3/2026Fearnley Asset Management AS875,900$16.38M7.5%N/A0.765%
3/2/2026 Sankala Group LLC3,000$56K0.0%N/A0.003%
2/24/2026 DGS Capital Management LLC10,848$203K0.0%N/A0.009%
2/23/2026Virtu Financial LLC14,421$270K0.0%+31.7%0.013%
2/19/2026Invesco Ltd.762,389$14.26M0.0%-67.2%0.666%
2/19/2026Corient Private Wealth LLC15,598$292K0.0%-19.0%0.014%
2/18/2026Mercer Global Advisors Inc. ADV81,217$1.52M0.0%-2.7%0.071%
2/18/2026 Summit Global Investments46,417$868K0.1%+1.1%0.041%
2/18/2026State of Tennessee Department of Treasury75,969$1.48M0.0%+174.3%0.066%
2/18/2026CacheTech Inc.156,553$2.93M0.5%+51.0%0.137%
2/18/2026Empowered Funds LLC125,993$2.36M0.0%+212.5%0.110%
2/18/2026XTX Topco Ltd64,010$1.20M0.0%+76.6%0.056%
2/18/2026Adams Wealth Management135,534$2.53M0.5%+42.5%0.118%
2/18/2026VARCOV Co.44,750$837K0.3%N/A0.039%
2/18/2026Voloridge Investment Management LLC784,784$14.68M0.1%-10.9%0.685%
2/18/2026Virtus Investment Advisers LLC8,562$160K0.0%N/A0.007%
2/18/2026Wellington Management Group LLP146,315$2.74M0.0%N/A0.128%
2/18/2026SummitTX Capital L.P.448,562$8.39M0.3%N/A0.392%
2/18/2026Twinbeech Capital LP28,153$526K0.0%+171.4%0.025%
2/18/2026Quadrature Capital Ltd17,786$333K0.0%N/A0.016%
2/18/2026Oxford Asset Management LLP12,568$235K0.1%N/A0.011%
2/18/2026Palisade Capital Management LP988,641$18.49M0.5%-14.8%0.863%
2/18/2026Millennium Management LLC2,835,718$53.03M0.0%+205.1%2.475%
2/18/2026Man Group plc14,305$268K0.0%-83.8%0.012%
2/18/2026 Inspire Investing LLC29,542$552K0.0%+34.3%0.026%
2/18/2026Engineers Gate Manager LP222,358$4.16M0.0%+197.8%0.194%


SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 471 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 416 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), Westwood Holdings Group Inc. ($2.60M), Alyeska Investment Group L.P. ($2.49M), Balyasny Asset Management L.P. ($1.78M), and Invesco Ltd. ($1.63M).

Institutional investors have bought a total of 41,428,540 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

Of the 149 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), Goldman Sachs Group Inc. ($1.32M), JPMorgan Chase & Co. ($893.03K), First Trust Advisors LP ($870.78K), and State Street Corp ($612.69K).

Institutional investors have sold a total of 16,201,061 shares in the last 24 months. This volume of shares sold represents approximately $374.29M in transactions.


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This page (NYSE:SM) was last updated on 5/11/2026 by MarketBeat.com Staff.
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