SM Energy Co (SM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

630,929Shares held by institutions

$20,278,058Value of institutional holdings

104.80%Institutional ownership %

4.49%Shares Changed QoQ

368No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SM Energy Co (NYSE:SM) has 336 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 97.9% of SM Energy's outstanding shares in December 2025, down from 106.8% in September 2025.
Their total shares held in SM increased 4.18% from the prior quarter, while the number of investors in SM Energy decreased 19.42% year over year.
Of these 336 funds, 178 grew their exposure to SM Energy, 126 cut back, and 32 maintained positions.
Altogether, these fund groups held 112.75Mn shares in SM by December 2025, up by 4.52Mn shares quarter on quarter, and down 7.11Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held the largest stake in SM Energy with 20.93Mn shares, accounting for 18.17% of total shares outstanding.
The most significant purchases of SM for the quarter ending December 2025 came from NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.9Mn), MILLENNIUM MANAGEMENT LLC (1.91Mn), Alyeska Investment Group, L.P. (1.65Mn), Sagefield Capital LP (1.08Mn), FEARNLEY ASSET MANAGEMENT AS (1.05Mn).
The largest sellers of SM Energy for the quarter ending December 2025 were Jpmorgan Chase & Co (3.79Mn), Woodline Partners LP (2.3Mn), Bank Of America Corp /De/ (2.09Mn), Invesco Ltd. (1.56Mn), CONGRESS ASSET MANAGEMENT CO (1.11Mn).
Per Business Quant, the top 10 investors in SM for the quarter ending December 2025 include BlackRock, Inc. (20.93Mn), VANGUARD GROUP INC (13.52Mn), State Street Corp (6.26Mn), DIMENSIONAL FUND ADVISORS LP (5.57Mn), AMERICAN CENTURY COMPANIES INC (4.74Mn), Jpmorgan Chase & Co (3.06Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.9Mn), MILLENNIUM MANAGEMENT LLC (2.84Mn), GEODE CAPITAL MANAGEMENT, LLC (2.72Mn), Alyeska Investment Group, L.P. (2.27Mn).

336 Institutional Holders

630,929 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	555,513	2.73%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-337,049	-2.43%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	-403,887	-22.46%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	323,420	391.86%	$0.00
State Street Corp	31 Dec, 2025	107,295	1.74%	$0.00
Sagefield Capital LP	31 Dec, 2025	1,084,205	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-245,636	-45.93%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-353,167	-5.96%	$0.00
FEARNLEY ASSET MANAGEMENT AS	31 Dec, 2025	1,053,594	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	323	22.60%	$0.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	151,703	3.31%	$0.00
Nuveen, LLC	31 Dec, 2025	-18,543	-2.18%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-3,790,112	-55.30%	$0.00
UBS Group AG	31 Dec, 2025	124,448	22.98%	$0.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	2,897,927	0.00%	$0.00
THOMIST CAPITAL MANAGEMENT, LP	31 Dec, 2025	552,905	0.00%	$0.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,906,255	205.09%	$0.00
Corigliano Investment Advisers, LLC	31 Dec, 2025	462,800	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	56,187	2.11%	$0.00
SummitTX Capital, L.P.	31 Dec, 2025	448,562	0.00%	$0.00

1 - 20 of 336

Research Tools