SM Energy Co (SM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

115,226,000Shares Outstanding

113,844,191Shares held by institutions

$3,275,866,596Value of institutional holdings

98.80%Institutional ownership %

4.67%Shares Changed QoQ

336No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SM Energy Co (NYSE:SM) appears in 336 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 97.9% of outstanding shares in December 2025, down from 106.8% in September 2025.
They increased total shares held in SM Energy by 4.18% from the prior quarter, while the number of investors in SM decreased 19.42% year over year.
During the quarter, 178 of these 336 funds increased positions in SM, 126 reduced exposure, and 32 held steady.
Combined, these investors held 112.75Mn shares in SM for December 2025, up by 4.52Mn shares quarter on quarter, and down 7.11Mn shares year over year.
Leeward Investments, LLC - MA leads ownership in SM with 426.52K shares as of December 31, 2025, equal to 0.37% of outstanding shares.
Top purchasers of SM stock for the quarter ending December 2025 included Leeward Investments, LLC - MA (426.52K), State of Alaska, Department of Revenue (127.31K), Oliver Luxxe Assets LLC (98.17K), Assenagon Asset Management S.A. (77.63K), Louisiana State Employees Retirement System (47.8K).
The biggest sellers of SM Energy for the quarter ending December 2025 included WEDGE CAPITAL MANAGEMENT L L P/NC (514.28K), EXCHANGE TRADED CONCEPTS, LLC (52.58K), PEREGRINE CAPITAL MANAGEMENT LLC (13.66K), Inspire Investing, LLC (4.45K), Versant Capital Management, Inc (1.68K).
SM Energy's 10 largest shareholders as of December 2025 include Leeward Investments, LLC - MA (426.52K), State of Alaska, Department of Revenue (189.64K), MOODY ALDRICH PARTNERS LLC (176.51K), PEREGRINE CAPITAL MANAGEMENT LLC (141.66K), CONGRESS ASSET MANAGEMENT CO (112.28K), WEDGE CAPITAL MANAGEMENT L L P/NC (103.58K), Louisiana State Employees Retirement System (100.3K), Oliver Luxxe Assets LLC (98.17K), Assenagon Asset Management S.A. (77.63K), YOUSIF CAPITAL MANAGEMENT, LLC (68.11K) per Business Quant data.

336 Institutional Holders

113,844,191 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	20,930,881	555,513	2.73%	$391,407,474.00
VANGUARD GROUP INC	31 Dec, 2025	13,520,158	-337,049	-2.43%	$252,826,956.00
State Street Corp	31 Dec, 2025	6,257,360	107,295	1.74%	$118,267,323.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	5,568,602	-353,167	-5.96%	$104,133,230.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	4,737,327	151,703	3.31%	$88,588,023.00
Jpmorgan Chase & Co	31 Dec, 2025	3,063,740	-3,790,112	-55.30%	$57,291,938.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	2,897,927	2,897,927	0.00%	$54,191,000.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	2,835,718	1,906,255	205.09%	$53,027,927.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,721,147	56,187	2.11%	$50,897,124.00
Alyeska Investment Group, L.P.	31 Dec, 2025	2,271,757	1,654,891	268.27%	$42,481,856.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,783,366	756,921	73.74%	$33,348,945.00
Goldman Sachs Group Inc	31 Dec, 2025	1,781,182	411,877	30.08%	$33,308,120.00
Morgan Stanley	31 Dec, 2025	1,706,953	400,089	30.61%	$31,920,045.00
Bank Of America Corp /De/	31 Dec, 2025	1,420,743	-2,092,249	-59.56%	$26,567,897.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,412,606	993,346	236.93%	$26,415,732.00
Point72 Asset Management, L.P.	31 Dec, 2025	1,394,033	-403,887	-22.46%	$26,068,417.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,374,143	19,878	1.47%	$25,696,474.00
Northern Trust Corp	31 Dec, 2025	1,228,309	-75,997	-5.83%	$22,969,377.00
ALGERT GLOBAL LLC	31 Dec, 2025	1,209,597	994,661	462.77%	$22,619.00
Sagefield Capital LP	31 Dec, 2025	1,084,205	1,084,205	0.00%	$20,274,633.00

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