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SM Energy (SM) Institutional Ownership

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$28.39 +0.67 (+2.43%)
As of 04:00 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)
274
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$454.89M
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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
7/10/2025Moody National Bank Trust Division15,000$371K0.0%-3.4%0.013%
7/10/2025Exchange Traded Concepts LLC39,357$973K0.0%+6.1%0.034%
7/10/2025Wealth Enhancement Advisory Services LLC8,341$216K0.0%N/A0.007%
7/9/2025MassMutual Private Wealth & Trust FSB1,887$47K0.0%+332.8%0.002%
7/8/2025 Range Financial Group LLC11,950$295K0.1%-52.4%0.010%
7/7/2025 Insight Wealth Strategies LLC107,381$2.80M0.4%+30.8%0.094%
6/18/2025Voya Investment Management LLC97,851$2.93M0.0%+31.4%0.085%
6/3/2025Inspire Investing LLC13,306$399K0.0%+16.2%0.012%
6/2/2025Hodges Capital Management Inc.73,908$2.21M0.2%-48.2%0.065%
5/28/2025Strs Ohio18,000$539K0.0%N/A0.016%
5/20/2025Intech Investment Management LLC123,349$3.69M0.0%+0.6%0.108%
5/20/2025Focus Partners Wealth104,654$3.13M0.0%+1.4%0.091%
5/20/2025Flaharty Asset Management LLC1,500$45K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC375,916$11.26M0.0%+1.1%0.328%
5/16/2025Empowered Funds LLC35,312$1.06M0.0%-68.3%0.031%
5/16/2025United Services Automobile Association7,542$222K0.0%N/A0.007%
5/16/2025Caxton Associates LLP147,041$4.40M0.2%N/A0.128%
5/16/2025Sciencast Management LP25,260$757K0.2%-9.0%0.022%
5/16/2025Goldman Sachs Group Inc.510,121$15.28M0.0%-62.3%0.446%
5/16/2025Legacy Wealth Managment LLC ID2,639$79K0.1%+52.2%0.002%
5/16/2025Petrus Trust Company LTA30,682$919K0.1%+289.9%0.027%
5/16/2025NewEdge Advisors LLC3,248$97K0.0%+44.9%0.003%
5/16/2025Millennium Management LLC1,884,536$56.44M0.0%+663.7%1.646%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,111$2.04M0.0%+4.6%0.060%
5/16/2025Corigliano Investment Advisers LLC328,983$9.85M4.4%N/A0.287%
5/16/2025AQR Capital Management LLC145,922$4.37M0.0%+43.9%0.127%
5/16/2025Alyeska Investment Group L.P.522,974$15.66M0.1%N/A0.457%
5/15/2025PDT Partners LLC12,952$388K0.0%-57.2%0.011%
5/15/2025Royal Bank of Canada91,916$2.75M0.0%+27.7%0.080%
5/15/2025Energy Income Partners LLC40,749$1.22M0.0%+2.8%0.036%
5/15/2025DRW Securities LLC36,178$1.08M0.0%N/A0.032%
5/15/2025Baird Financial Group Inc.388,639$11.64M0.0%+0.7%0.340%
5/15/2025Panagora Asset Management Inc.461,618$13.83M0.1%+38.4%0.403%
5/15/2025Vident Advisory LLC19,470$583K0.0%+18.0%0.017%
5/15/2025Magnetar Financial LLC346,986$10.39M0.1%+730.4%0.303%
5/15/2025Canada Pension Plan Investment Board57,800$1.73M0.0%N/A0.050%
5/14/2025Rafferty Asset Management LLC175,413$5.25M0.0%+11.8%0.153%
5/14/2025Corebridge Financial Inc.59,749$1.79M0.0%-1.9%0.052%
5/14/2025Comerica Bank116,055$3.48M0.0%-2.8%0.101%
5/14/2025MetLife Investment Management LLC67,942$2.04M0.0%-1.6%0.059%
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5/14/2025Jump Financial LLC88,909$2.66M0.0%+371.0%0.078%
5/14/2025Northwestern Mutual Wealth Management Co.1,017$30K0.0%+69.5%0.001%
5/14/2025AlphaQuest LLC16,119$483K0.1%+71.4%0.014%
5/14/2025Channing Capital Management LLC1,558,569$46.68M1.4%+33.5%1.362%
5/14/2025CW Advisors LLC132,782$3.98M0.0%+13.9%0.116%
5/14/2025Hsbc Holdings PLC14,570$437K0.0%-28.0%0.013%
5/14/2025HITE Hedge Asset Management LLC1,469,289$44.01M2.7%N/A1.284%
5/13/2025Northern Trust Corp1,398,391$41.88M0.0%-3.5%1.222%
5/13/2025Brooklyn Investment Group1,138$34K0.0%+1,097.9%0.001%
5/13/2025Algert Global LLC13,360$400K0.0%-11.6%0.012%
5/13/2025Corient IA LLC7,500$225K0.2%N/A0.007%
5/13/2025CacheTech Inc.96,812$2.90M0.6%+32.1%0.085%
5/13/2025Raymond James Financial Inc.516,649$15.47M0.0%-9.2%0.451%
5/13/2025Cresset Asset Management LLC27,536$825K0.0%+3.1%0.024%
5/13/2025American Century Companies Inc.3,909,004$117.08M0.1%+6.2%3.415%
5/13/2025Ethic Inc.37,987$1.13M0.0%-26.1%0.033%
5/13/2025Aberdeen Group plc446,759$13.36M0.0%+16.9%0.390%
5/13/2025Dimensional Fund Advisors LP6,307,316$188.90M0.0%-3.7%5.510%
5/13/2025Fox Run Management L.L.C.12,260$367K0.1%+9.7%0.011%
5/13/2025Boston Partners38,085$1.14M0.0%+28.6%0.033%
5/13/2025Caitong International Asset Management Co. Ltd1,899$57K0.0%+73.1%0.002%
5/13/2025Russell Investments Group Ltd.192,565$5.77M0.0%+114.1%0.168%
5/12/2025Public Sector Pension Investment Board405,332$12.14M0.1%+42.2%0.354%
5/12/2025AIA Group Ltd8,631$258K0.0%+32.7%0.008%
5/12/2025Nuveen LLC631,370$18.91M0.0%N/A0.552%
5/12/2025Virtu Financial LLC24,812$743K0.0%N/A0.022%
5/12/2025Invesco Ltd.1,873,860$56.12M0.0%+169.4%1.637%
5/12/2025Connor Clark & Lunn Investment Management Ltd.284,339$8.52M0.0%+1,363.9%0.248%
5/12/2025Townsquare Capital LLC104,202$3.12M0.0%-75.0%0.091%
5/12/2025National Bank of Canada FI7,872$236K0.0%+12.9%0.007%
5/12/2025Swiss National Bank221,600$6.64M0.0%-1.4%0.194%
5/12/2025Maryland State Retirement & Pension System33,427$1.00M0.0%-12.8%0.029%
5/9/2025Mutual of America Capital Management LLC16,662$499K0.0%-3.9%0.015%
5/9/2025Deutsche Bank AG110,338$3.31M0.0%-1.2%0.096%
5/9/2025Charles Schwab Investment Management Inc.1,232,104$36.90M0.0%-1.9%1.076%
5/9/2025Vanguard Group Inc.15,269,443$457.32M0.0%+0.5%13.340%
5/9/2025Westwood Holdings Group Inc.3,207,245$96.06M0.7%+51.4%2.802%
5/9/2025Blair William & Co. IL12,733$381K0.0%+13.4%0.011%
5/9/2025PNC Financial Services Group Inc.17,423$522K0.0%-12.1%0.015%
5/9/2025Jupiter Asset Management Ltd.199,362$5.97M0.1%-35.9%0.174%
5/9/2025LSV Asset Management462,291$13.85M0.0%+37.9%0.404%
5/8/2025Jefferies Financial Group Inc.21,888$656K0.0%N/A0.019%
5/8/2025US Bancorp DE51,043$1.53M0.0%+2.0%0.045%
5/8/2025Foster & Motley Inc.18,560$556K0.0%+110.1%0.016%
5/8/2025Natixis Advisors LLC40,915$1.23M0.0%-4.7%0.036%
5/8/2025Vestcor Inc46,727$1.40M0.0%+97.9%0.041%
5/8/2025XTX Topco Ltd50,824$1.52M0.1%N/A0.044%
5/8/2025De Lisle Partners LLP50,000$1.50M0.2%+25.0%0.044%
5/8/2025GSA Capital Partners LLP37,357$1.12M0.1%+201.7%0.033%
5/8/2025Federated Hermes Inc.298,924$8.95M0.0%-40.1%0.261%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

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5/7/2025Mackenzie Financial Corp71,241$2.13M0.0%-82.9%0.062%
5/7/2025Bryce Point Capital LLC29,120$879K0.7%N/A0.025%
5/7/2025First National Advisers LLC11,318$339K0.1%N/A0.010%
5/7/2025LPL Financial LLC44,386$1.33M0.0%-6.2%0.039%
5/7/2025Inspire Advisors LLC17,708$530K0.1%+13.7%0.015%
5/6/2025Neo Ivy Capital Management18,634$558K0.2%-78.1%0.016%
5/6/2025Cetera Investment Advisers16,682$500K0.0%-44.0%0.015%
5/6/2025Royce & Associates LP270,060$8.09M0.1%+16.1%0.236%
5/6/2025Advisors Preferred LLC47,360$1.41M0.2%N/A0.041%
5/6/2025Readystate Asset Management LP15,899$476K0.0%+60.9%0.014%
(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, 443 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($457.32M), State Street Corp ($251.32M), Dimensional Fund Advisors LP ($188.90M), JPMorgan Chase & Co. ($179.55M), Pacer Advisors Inc. ($178.40M), and American Century Companies Inc. ($117.08M).Learn more on SM Energy's institutional investors.

What percentage of SM Energy's stock is owned by institutional investors?

94.56% of SM Energy's stock is owned by institutional investors. Learn more on SM's institutional investor holdings.

Which institutional investors have been buying SM Energy's stock?

Of the 377 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: Pacer Advisors Inc. ($4.57M), Westwood Holdings Group Inc. ($2.84M), Invesco Ltd. ($2.04M), Millennium Management LLC ($1.64M), Channing Capital Management LLC ($1.63M), HITE Hedge Asset Management LLC ($1.47M), and Jupiter Asset Management Ltd. ($1.16M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 29,450,506 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Which of SM Energy's major shareholders have been selling company stock?

Of the 171 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: Goldman Sachs Group Inc. ($841.19K), Price T Rowe Associates Inc. MD ($783.82K), Arrowstreet Capital Limited Partnership ($709.88K), Allspring Global Investments Holdings LLC ($682.51K), Assenagon Asset Management S.A. ($636.99K), Renaissance Technologies LLC ($502.30K), and SIR Capital Management L.P. ($436.28K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 12,365,319 shares in the last 24 months. This volume of shares sold represents approximately $454.88M in transactions.


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This page (NYSE:SM) was last updated on 7/10/2025 by MarketBeat.com Staff
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