SM Energy SM Institutional Ownership

NYSE SM

$33.81 +0.71 (+2.15%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

495 Institutions

Increased 279 56.4%

Unchanged 68 13.7%

Reduced 148 29.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.42%

▼-16.66 pp QoQ

Shares Held by Institutions

232.84Mn

of 239.00Mn outstanding

▲+5.33% QoQ

Shares Outstanding

239.00Mn

6.16Mn held outside 13F filers

Institutional Investors

495

filed 13F for Jun 2026

▼-11 vs prior quarter

Net Shares Added (QoQ)

+11.77Mn

accumulated since last quarter

Value of Holdings

$7.87Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

SM Energy Co (NYSE:SM) showed up in the 13F filings of 494 institutional investors as of June 2026.

Their combined ownership stood at 97.4% of outstanding shares in June 2026, down from 114.1% in March 2026.
They increased total shares held in SM Energy by 5.32% from last quarter, and the number of investors in SM increased 33.51% annually.
Of these 494 holders, 278 added to their stakes in SM Energy, 148 trimmed positions, and 68 made no changes.
Altogether, these fund groups held 232.83Mn shares in SM by June 2026, up by 11.77Mn shares quarter on quarter, and up 121.58Mn shares year over year.
BlackRock, Inc. holds the largest position in SM at 39.28Mn shares as of June 30, 2026, or 16.44% of shares outstanding.
The biggest buyers of SM Energy for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (2.89Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.28Mn), ARISTEIA CAPITAL, L.L.C. (2.16Mn), Qube Research & Technologies Ltd (1.44Mn), Invesco Ltd. (1.29Mn).
The largest sellers of SM Energy for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (2.12Mn), DIMENSIONAL FUND ADVISORS LP (1.82Mn), UBS Group AG (1.24Mn), Squarepoint Ops LLC (835.28K), State Street Corp (790.1K).
Business Quant data shows the 10 biggest positions in SM Energy as of June 2026 are held by BlackRock, Inc. (39.28Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (15.43Mn), CANADA PENSION PLAN INVESTMENT BOARD (14.49Mn), ARISTEIA CAPITAL, L.L.C. (13.0Mn), State Street Corp (11.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (10.66Mn), AMERICAN CENTURY COMPANIES INC (8.94Mn), DIMENSIONAL FUND ADVISORS LP (8.17Mn), DONALD SMITH & CO., INC. (7.65Mn), GEODE CAPITAL MANAGEMENT, LLC (6.27Mn).

Form 13F Holdings

495 Institutional Holders

Report period 30 Jun, 2026

Total shares held 232.84Mn

Of outstanding 97.42%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	39,280,818	16.44%	▲849,031	+2.21%	$1.03Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	15,425,423	6.45%	▲190,934	+1.25%	$402.60Mn
3	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	14,493,791	6.06%	0	0.00%	$378.29Mn
4	ARISTEIA CAPITAL, L.L.C.	0001080171	13,000,649	5.44%	▲2,158,803	+19.91%	$339.32Mn
5	State Street Corp	0000093751	11,705,860	4.90%	▼790,102	-6.32%	$305.53Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	10,657,355	4.46%	▲119,582	+1.13%	$278.16Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	8,935,683	3.74%	▲12,059	+0.14%	$233.22Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	8,174,503	3.42%	▼1,820,850	-18.22%	$213.35Mn
9	DONALD SMITH & CO., INC.	0000814375	7,647,594	3.20%	▲438,695	+6.09%	$199.60Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	6,269,841	2.62%	▲571,288	+10.03%	$163.68Mn
11	MILLENNIUM MANAGEMENT LLC	0001273087	4,493,473	1.88%	▼539,433	-10.72%	$117.28Mn
12	FMR LLC	0000315066	3,798,218	1.59%	▼220,198	-5.48%	$99.13Mn
13	MACKENZIE FINANCIAL CORP	0000919859	3,674,134	1.54%	▲997,403	+37.26%	$95.89Mn
14	Jpmorgan Chase & Co	0000019617	3,534,729	1.48%	▼540,493	-13.26%	$92.69Mn
15	Morgan Stanley	0000895421	2,943,691	1.23%	▼567,990	-16.17%	$76.83Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	2,893,103	1.21%	▲2,893,103	0.00%	$75.51Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,893,103	1.21%	▼6,671	-0.23%	$75.51Mn
17	Northern Trust Corp	0000073124	2,786,773	1.17%	▲132,162	+4.98%	$72.73Mn
18	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	2,716,076	1.14%	▼226,168	-7.69%	$70.89Mn
19	Invesco Ltd.	0000914208	2,431,521	1.02%	▲1,294,797	+113.91%	$63.46Mn

Showing 1 to 20 of 495 holders