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SM Energy (SM) Institutional Ownership

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$27.76 -0.58 (-2.05%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$27.91 +0.15 (+0.54%)
As of 07/10/2026 08:00 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)
300
Total
Institutional Inflows
(last 12 months)
$948.36M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$342.40M
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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
7/10/2026Wedge 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%
6/18/2026Pacer Advisors Inc.3,980$124K0.0%N/A0.002%
5/28/2026Cozad Asset Management Inc.84,447$2.63M0.2%N/A0.035%
5/26/2026Glenmede Trust Co. NA597,420$18.63M0.1%+32.8%0.249%
5/26/2026Ruggaard & Associates LLC8,410$262K0.1%N/A0.004%
5/22/2026Segall Bryant & Hamill LLC223,193$6.96M0.1%+57.8%0.093%
5/19/2026Cim Investment Management Inc.7,157$223K0.1%N/A0.003%
5/19/2026Bank of America Corp DE1,261,194$39.32M0.0%-11.2%0.526%
5/19/2026Edgestream 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%
5/19/2026South Dakota Investment Council109,758$3.42M0.1%N/A0.046%
5/18/2026Amundi9,364$292K0.0%N/A0.004%
5/18/2026EverSource 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%
5/18/2026Readystate Asset Management LP56,672$1.77M0.1%N/A0.024%
5/18/2026Royal Bank of Canada94,115$2.94M0.0%+112.1%0.039%
5/18/2026Empowered Funds LLC181,172$5.65M0.0%+43.8%0.076%
5/18/2026Empyrean Capital Partners LP74,000$2.31M0.1%N/A0.031%
5/18/2026Encompass Capital Advisors LLC697,800$21.76M0.7%N/A0.291%
5/16/2026The Manufacturers Life Insurance Company 98,026$3.06M0.0%+85.6%0.041%
5/16/2026Quantinno Capital Management LP101,624$3.17M0.0%+281.9%0.042%
5/16/2026Whitebox Advisors LLC602,301$18.78M0.2%N/A0.251%
5/16/2026SummitTX Capital L.P.79,549$2.48M0.1%-82.3%0.033%
5/16/2026BROOKFIELD Corp ON 32,016$998K0.0%N/A0.013%
5/16/2026Lazard Asset Management LLC61,795$1.93M0.0%+224.9%0.026%
5/15/2026Weiss Asset Management LP39,200$1.22M0.0%-63.4%0.016%
5/15/2026Van Den Berg Management I Inc.7,003$218K0.0%N/A0.003%
5/15/2026Entropy Technologies LP95,162$2.97M0.1%N/A0.040%
5/14/2026Pale Fire Capital SE14,700$458K0.0%N/A0.006%
5/14/2026Compound Planning Inc.19,746$616K0.0%N/A0.008%
5/14/2026CLG LLC466,175$14.54M3.6%N/A0.194%
5/14/2026Arrowstreet Capital Limited Partnership247,820$7.73M0.0%N/A0.103%
5/14/2026Caxton Associates LLP208,662$6.51M0.1%+8.6%0.087%
5/14/2026Sei Investments Co.377,939$11.78M0.0%+31.3%0.158%
5/13/2026Cetera Investment Advisers108,019$3.37M0.0%+405.7%0.045%
5/13/2026Aegis Financial Corp551,769$17.20M2.9%N/A0.230%
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5/13/2026First Citizens Bank & Trust Co.40,378$1.26M0.0%N/A0.017%
5/13/2026First Trust Advisors LP1,290,485$40.24M0.0%+72.8%0.538%
5/8/2026PNC Financial Services Group Inc.19,191$598K0.0%+162.0%0.008%
5/8/2026Summit Global Investments44,820$1.40M0.1%-3.4%0.019%
5/7/2026Meeder Asset Management Inc.65,374$2.04M0.1%-22.0%0.027%
5/7/2026Dimensional Fund Advisors LP9,995,353$311.68M0.1%+79.5%4.169%
5/7/2026Parallel Advisors LLC4,678$146K0.0%+3,932.8%0.002%
5/7/2026KBC Group NV7,161$223K0.0%+88.9%0.003%
5/7/2026Swiss National Bank424,233$13.23M0.0%+87.1%0.177%
5/6/2026California Public Employees Retirement System475,818$14.84M0.0%+132.6%0.198%
5/6/2026Gryphon Financial Partners LLC11,916$372K0.0%N/A0.005%
5/6/2026Catalyst Capital Advisors LLC33,782$1.05M0.0%N/A0.014%
5/6/2026Assetmark Inc.1,126$35K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.1,888$59K0.0%+664.4%0.001%
5/6/2026Allspring Global Investments Holdings LLC9,227$285K0.0%N/A0.004%
5/5/2026Bank of New York Mellon Corp1,417,686$44.20M0.0%+95.5%0.591%
5/5/2026Illinois Municipal Retirement Fund103,968$3.24M0.0%+78.9%0.043%
5/5/2026Goehring & Rozencwajg Associates LLC487,730$15.21M0.8%N/A0.203%
5/5/2026Sanctuary Advisors LLC9,122$284K0.0%N/A0.004%
5/5/2026Maryland State Retirement & Pension System33,014$1.03M0.0%+95.6%0.014%
5/5/2026Avantax Planning Partners Inc.8,344$260K0.0%N/A0.003%
5/4/2026Legacy Capital Group California Inc.31,237$974K0.4%N/A0.013%
5/4/2026Center for Financial Planning Inc.1,000$31K0.0%N/A0.000%
5/4/2026Principal Financial Group Inc.1,101,082$34.33M0.0%+101.7%0.459%
5/4/2026Teachers Retirement System of The State of Kentucky56,076$1.75M0.0%+91.5%0.023%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS55,976$1.75M0.0%+97.4%0.023%
5/1/2026Fifth Third Bancorp77,818$2.43M0.0%+6,620.0%0.032%
5/1/2026Sequoia Financial Advisors LLC24,442$762K0.0%N/A0.010%
5/1/2026Independence Bank of Kentucky12,563$392K0.0%N/A0.005%
5/1/2026Kornitzer Capital Management Inc. KS92,007$2.87M0.1%N/A0.038%
4/30/2026Torren Management LLC839$26K0.0%+4,561.1%0.000%
4/30/2026Hsbc Holdings PLC59,225$1.86M0.0%-70.8%0.025%
4/30/2026Range Financial Group LLC12,839$400K0.1%N/A0.005%
4/30/2026First Horizon Corp1,501$47K0.0%-19.3%0.001%
4/30/2026Valued Wealth Advisors LLC1,059$33K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC95,528$2.98M0.0%+1,011.8%0.040%
4/30/2026Seelaus Asset Management LLC10,031$313K0.2%N/A0.004%
4/30/2026Oregon Public Employees Retirement Fund51,795$1.62M0.0%+97.3%0.022%
4/29/2026Saxon Interests Inc.34,166$1.07M0.4%N/A0.014%
4/29/2026Sage Rhino Capital LLC13,802$430K0.1%N/A0.006%
4/28/2026Abel Hall LLC54,094$1.69M0.4%N/A0.023%
4/28/2026DGS Capital Management LLC19,967$623K0.1%+84.1%0.008%
4/28/2026Ascentis Independent Advisors1,535$48K0.0%N/A0.001%
4/28/2026Praxis Investment Management Inc.9,665$301K0.0%N/A0.004%
4/28/2026QRG Capital Management Inc.8,365$261K0.0%N/A0.003%
4/27/2026TCI Wealth Advisors Inc.18,277$570K0.0%-37.9%0.008%
4/27/2026HB Wealth Management LLC8,352$260K0.0%N/A0.003%
4/27/2026New York State Teachers Retirement System232,011$7.23M0.0%+55.7%0.097%
4/27/2026Sierra Summit Advisors LLC55,288$1.72M0.3%N/A0.023%
4/27/2026Private Advisor Group LLC9,079$283K0.0%N/A0.004%
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4/27/2026Y Intercept Hong Kong Ltd20,387$636K0.0%-92.1%0.009%
4/27/2026Elevation Point Wealth Partners LLC14,660$457K0.0%N/A0.006%
4/25/2026Strs Ohio26,900$839K0.0%+33.8%0.011%
4/24/2026Root Financial Partners LLC1,304$41K0.0%+3,080.5%0.001%
4/24/2026Stock Yards Bank & Trust Co.6,799$212K0.0%N/A0.003%
4/24/2026CHICAGO TRUST Co NA6,627$207K0.0%N/A0.003%
4/24/2026James Investment Research Inc.6,700$209K0.0%N/A0.003%
4/24/2026Redwood Wealth Management Group LLC20,609$643K0.3%N/A0.009%
4/24/2026Peregrine Capital Management LLC141,661$4.42M0.2%-8.8%0.059%
4/23/2026Inspire Investing LLC25,091$782K0.1%-15.1%0.010%


SM Institutional Ownership - Frequently Asked Questions

During the previous two years, 482 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), State Street Corp ($118.27M), American Century Companies Inc. ($114.50M), Westwood Holdings Group Inc. ($92.20M), JPMorgan Chase & Co. ($83.37M), and Woodline Partners LP ($60.67M).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 430 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. ($4.30M), Millennium Management LLC ($3.54M), Alyeska Investment Group L.P. ($2.49M), Westwood Holdings Group Inc. ($2.34M), Balyasny Asset Management L.P. ($1.78M), and Invesco Ltd. ($1.63M).

Institutional investors have bought a total of 37,875,246 shares in the last 24 months. This purchase volume represents approximately $948.36M in transactions.

Of the 144 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), JPMorgan Chase & Co. ($893.03K), First Trust Advisors LP ($870.78K), State Street Corp ($612.69K), and Freestone Grove Partners LP ($498.69K).

Institutional investors have sold a total of 15,112,677 shares in the last 24 months. This volume of shares sold represents approximately $342.40M in transactions.


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This page (NYSE:SM) was last updated on 7/11/2026 by MarketBeat.com Staff.
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