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XOM   103.54 (-1.16%)
S&P 500   5,092.26 (+0.10%)
DOW   39,160.72 (+0.23%)
QQQ   437.95 (-0.03%)
AAPL   182.78 (-0.86%)
MSFT   409.63 (-0.49%)
META   486.96 (+0.17%)
GOOGL   143.94 (-0.10%)
AMZN   174.68 (+0.06%)
TSLA   194.75 (-1.35%)
NVDA   797.27 (+1.51%)
NIO   5.45 (-6.84%)
AMD   176.10 (-3.17%)
BABA   76.26 (+0.18%)
T   16.79 (+1.21%)
F   12.23 (+0.91%)
MU   85.67 (-0.28%)
CGC   3.26 (-3.26%)
GE   153.33 (+1.09%)
DIS   107.10 (-0.50%)
AMC   4.51 (+2.04%)
PFE   27.98 (+1.56%)
PYPL   59.26 (+1.56%)
XOM   103.54 (-1.16%)
S&P 500   5,092.26 (+0.10%)
DOW   39,160.72 (+0.23%)
QQQ   437.95 (-0.03%)
AAPL   182.78 (-0.86%)
MSFT   409.63 (-0.49%)
META   486.96 (+0.17%)
GOOGL   143.94 (-0.10%)
AMZN   174.68 (+0.06%)
TSLA   194.75 (-1.35%)
NVDA   797.27 (+1.51%)
NIO   5.45 (-6.84%)
AMD   176.10 (-3.17%)
BABA   76.26 (+0.18%)
T   16.79 (+1.21%)
F   12.23 (+0.91%)
MU   85.67 (-0.28%)
CGC   3.26 (-3.26%)
GE   153.33 (+1.09%)
DIS   107.10 (-0.50%)
AMC   4.51 (+2.04%)
PFE   27.98 (+1.56%)
PYPL   59.26 (+1.56%)
XOM   103.54 (-1.16%)
S&P 500   5,092.26 (+0.10%)
DOW   39,160.72 (+0.23%)
QQQ   437.95 (-0.03%)
AAPL   182.78 (-0.86%)
MSFT   409.63 (-0.49%)
META   486.96 (+0.17%)
GOOGL   143.94 (-0.10%)
AMZN   174.68 (+0.06%)
TSLA   194.75 (-1.35%)
NVDA   797.27 (+1.51%)
NIO   5.45 (-6.84%)
AMD   176.10 (-3.17%)
BABA   76.26 (+0.18%)
T   16.79 (+1.21%)
F   12.23 (+0.91%)
MU   85.67 (-0.28%)
CGC   3.26 (-3.26%)
GE   153.33 (+1.09%)
DIS   107.10 (-0.50%)
AMC   4.51 (+2.04%)
PFE   27.98 (+1.56%)
PYPL   59.26 (+1.56%)
XOM   103.54 (-1.16%)

SM Energy (SM) Institutional Ownership

$41.18
-0.16 (-0.39%)
(As of 12:21 PM ET)

Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
91.26%
Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$766.76 M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$518.73 M
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SM Institutional Buying and Selling by Quarter


SM Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/22/2024Auxier Asset Management5,240$0.20M0.0%-8.7%0.005%
2/21/2024American Trust10,043$0.39M0.0%-12.8%0.009%
2/20/2024Readystate Asset Management LP5,953$0.23M0.0%-23.2%0.005%
2/16/2024Price T Rowe Associates Inc. MD639,668$24.77M0.0%+1.5%0.550%
2/16/2024GSA Capital Partners LLP10,188$0.39M0.0%N/A0.009%
2/16/2024Public Employees Retirement System of Ohio102,971$3.99M0.0%+427.6%0.089%
2/15/2024Townsquare Capital LLC89,946$3.48M0.1%+17.7%0.077%
2/15/2024Legal & General Group Plc382,540$14.81M0.0%-2.1%0.329%
2/15/2024Barclays PLC276,213$10.70M0.0%-15.5%0.237%
2/15/2024Vanguard Group Inc.14,337,961$555.17M0.0%-1.1%12.327%
2/15/2024Voloridge Investment Management LLC47,576$1.84M0.0%+516.0%0.041%
2/15/2024Vident Advisory LLC9,173$0.36M0.0%+7.7%0.008%
2/15/2024Weiss Multi Strategy Advisers LLC71,930$2.79M0.1%-70.9%0.062%
2/15/2024West Tower Group LLC1,287$50K0.1%+385.7%0.001%
2/15/2024Nuveen Asset Management LLC642,443$24.88M0.0%-5.6%0.552%
2/15/2024Palisade Capital Management LP988,723$38.28M1.0%-10.4%0.850%
2/15/2024Price T Rowe Associates Inc. MD639,668$24.77M0.0%+1.5%0.550%
2/15/2024Profund Advisors LLC6,999$0.27M0.0%+4.2%0.006%
2/15/2024Public Sector Pension Investment Board241,372$9.35M0.1%+64.6%0.208%
2/15/2024Gotham Asset Management LLC11,390$0.44M0.0%-26.1%0.010%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund106,000$4.10M0.0%-41.3%0.091%
2/15/2024Baird Financial Group Inc.265,502$10.28M0.0%+12.7%0.228%
2/15/2024Black Maple Capital Management LP9,500$0.37M0.3%-9.5%0.008%
2/15/2024Blackstone Inc.20,371$0.79M0.0%+58.3%0.018%
2/15/2024Bridgefront Capital LLC5,600$0.22M0.2%-53.4%0.005%
2/15/2024Comerica Bank184,470$7.14M0.0%+10.6%0.159%
2/14/2024Royal Bank of Canada72,315$2.80M0.0%-28.0%0.062%
2/14/2024Pathstone Holdings LLC37,032$1.43M0.0%N/A0.032%
2/14/2024Pitcairn Co.12,857$0.50M0.0%+14.3%0.011%
2/14/2024Kestra Advisory Services LLC11,534$0.45M0.0%+5.7%0.010%
2/14/2024Point72 Asset Management L.P.190,498$7.38M0.0%+1,639.9%0.164%
2/14/2024Creative Planning28,833$1.12M0.0%-76.2%0.025%
2/14/2024Caxton Associates LP10,843$0.42M0.0%-31.1%0.009%
2/14/2024Frontier Capital Management Co. LLC2,970,472$115.02M1.2%-14.0%2.554%
2/14/2024Putnam Investments LLC147,311$5.70M0.0%-4.9%0.127%
2/14/2024Ethic Inc.79,053$3.06M0.1%+3.0%0.068%
2/14/2024Balyasny Asset Management L.P.16,655$0.65M0.0%-96.6%0.014%
2/14/2024Flat Footed LLC35,406$1.37M0.1%N/A0.030%
2/14/2024Cresset Asset Management LLC51,629$2M0.0%+13.3%0.044%
2/14/2024State of Tennessee Treasury Department71,359$2.76M0.0%-18.9%0.061%
2/14/2024Verition Fund Management LLC21,393$0.83M0.0%+81.8%0.018%
2/14/2024Sei Investments Co.56,469$2.19M0.0%+98.7%0.049%
2/14/2024Shell Asset Management Co.8,767$0.34M0.0%-23.3%0.008%
2/14/2024CoreCommodity Management LLC30,425$1.18M0.4%-67.7%0.026%
2/14/2024Quadrature Capital Ltd13,695$0.53M0.0%N/A0.012%
2/14/2024Seven Eight Capital LP21,992$0.85M0.1%N/A0.019%
2/14/2024Westwood Holdings Group Inc.1,293,271$50.08M0.4%N/A1.112%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd2,670$0.10M0.0%N/A0.002%
2/13/2024Envestnet Asset Management Inc.396,291$15.34M0.0%+15.9%0.341%
2/13/2024First National Bank of Omaha66,209$2.56M0.2%+6.1%0.057%
2/13/2024Northern Trust Corp1,395,042$54.02M0.0%+1.1%1.199%
2/13/2024Quantedge Capital Pte Ltd74,000$2.87M1.4%N/A0.064%
2/13/2024American International Group Inc.64,263$2.49M0.0%-2.4%0.055%
2/13/2024Public Employees Retirement Association of Colorado16,266$0.63M0.0%+166.3%0.014%
2/13/2024Crossmark Global Holdings Inc.7,858$0.30M0.0%-7.4%0.007%
2/13/2024Tower Research Capital LLC TRC 17,932$0.69M0.0%+448.9%0.015%
2/13/2024First Trust Advisors LP1,077,231$41.71M0.0%+22.6%0.926%
2/13/2024Goldman Sachs Group Inc.1,346,941$52.15M0.0%-8.2%1.158%
2/13/2024CIBC Private Wealth Group LLC5,872$0.23M0.0%-6.0%0.005%
2/13/2024Rafferty Asset Management LLC198,380$7.68M0.0%+11.9%0.171%
2/13/2024The Manufacturers Life Insurance Company 61,683$2.39M0.0%-2.8%0.053%
2/13/2024KBC Group NV2,901$0.11M0.0%-68.2%0.002%
2/13/2024California State Teachers Retirement System125,182$4.85M0.0%-5.9%0.108%
2/12/2024Eagle Asset Management Inc.186,440$7.22M0.0%-14.0%0.160%
2/12/2024Adams Wealth Management41,469$1.61M0.5%+11.3%0.036%
2/12/2024TFO Wealth Partners LLC8,484$0.33M0.0%+169,580.0%0.007%
2/12/2024Allianz Asset Management GmbH184,762$7.15M0.0%N/A0.159%
2/12/2024Stifel Financial Corp8,453$0.33M0.0%N/A0.007%
2/12/2024TD Asset Management Inc71,800$2.78M0.0%+116.9%0.062%
2/12/20241492 Capital Management LLC105,287$4.08M2.3%-23.2%0.091%
2/12/2024Parallel Advisors LLC1,281$50K0.0%+113.9%0.001%
2/12/2024Hsbc Holdings PLC56,367$2.20M0.0%-5.2%0.048%
2/9/2024Congress Wealth Management LLC DE 81,107$3.14M0.1%N/A0.070%
2/9/2024Orion Portfolio Solutions LLC37,843$1.45M0.0%+19.3%0.033%
2/9/2024US Bancorp DE52,651$2.04M0.0%+0.9%0.045%
2/9/2024Franklin Resources Inc.84,661$3.28M0.0%-2.6%0.073%
2/9/2024GW&K Investment Management LLC685,056$26.53M0.2%-3.4%0.589%
2/9/2024Trexquant Investment LP31,068$1.20M0.0%-56.9%0.027%
2/9/2024Corient Private Wealth LLC57,294$2.22M0.0%-21.9%0.049%
2/9/2024UBS Group AG151,136$5.85M0.0%+13.8%0.130%
2/9/2024PNC Financial Services Group Inc.24,401$0.95M0.0%-13.5%0.021%
2/8/2024Kingsview Wealth Management LLC38,458$1.49M0.0%N/A0.033%
2/8/2024First Eagle Investment Management LLC97,003$3.76M0.0%+6.4%0.083%
2/8/2024KLR Investment Advisors LLC7,208$0.28M0.2%N/A0.006%
2/8/2024Janney Montgomery Scott LLC8,621$0.33M0.0%+25.8%0.007%
2/8/2024Vanguard Personalized Indexing Management LLC23,931$0.93M0.0%+12.5%0.021%
2/7/2024Boston Partners17,541$0.68M0.0%-78.2%0.015%
2/7/2024Principal Financial Group Inc.606,466$23.48M0.0%-10.2%0.521%
2/7/2024Envestnet Portfolio Solutions Inc.10,907$0.42M0.0%+30.7%0.009%
2/7/2024Dimensional Fund Advisors LP5,509,379$213.33M0.1%+9.8%4.737%
2/7/2024QRG Capital Management Inc.6,336$0.25M0.0%-6.8%0.005%
2/7/2024Jump Financial LLC77,262$2.99M0.1%N/A0.066%
2/7/2024BNP Paribas Financial Markets245,272$9.50M0.0%-44.7%0.211%
2/7/2024Teacher Retirement System of Texas42,072$1.63M0.0%-17.2%0.036%
2/6/2024Charles Schwab Investment Management Inc.1,593,103$61.69M0.0%+4.2%1.370%
2/6/2024Maryland State Retirement & Pension System42,273$1.64M0.0%-3.3%0.036%
2/6/2024Channing Capital Management LLC932,435$36.10M1.1%-20.5%0.802%
2/6/2024LSV Asset Management21,900$0.85M0.0%N/A0.019%
2/6/2024Amalgamated Bank43,918$1.70M0.0%-6.4%0.038%
2/6/2024Summit Global Investments16,958$0.66M0.0%N/A0.015%
(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, 405 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($555.17M), Dimensional Fund Advisors LP ($213.33M), State Street Corp ($210.08M), Frontier Capital Management Co. LLC ($115.02M), JB Investments Management LLC ($88.17M), and Invesco Ltd. ($81.46M).Learn more on SM's institutional investors.

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

91.26% 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 350 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: Frontier Capital Management Co. LLC ($3.03M), BlackRock Inc. ($2.08M), Invesco Ltd. ($1.91M), Pacer Advisors Inc. ($1.73M), Renaissance Technologies LLC ($1.38M), JPMorgan Chase & Co. ($1.37M), and Westwood Holdings Group Inc. ($1.29M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 50,268,648 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 228 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: JB Investments Management LLC ($2.79M), Wellington Management Group LLP ($2.13M), First Trust Advisors LP ($1.84M), Assenagon Asset Management S.A. ($1.61M), Goldman Sachs Group Inc. ($1.47M), State Street Corp ($1.33M), and Russell Investments Group Ltd. ($1.18M).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 32,470,142 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


This page (NYSE:SM) was last updated on 2/23/2024 by MarketBeat.com Staff