SM Energy Co (SM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

114,880,000Shares Outstanding

397,540Shares held by institutions

$8,618,667Value of institutional holdings

96.27%Institutional ownership %

10.93%Shares Changed QoQ

319No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 319 institutional investors hold a position in SM Energy Co (NYSE:SM).

These investors collectively held 96.3% of the company's total shares outstanding in December 2025, down from 102.1% in September 2025.
Quarterly data indicates a 10.93% shift in institutional share volume, and the annual owner count reflects a decrease of 23.50%.
During the quarter, 171 institutions bought more SM Energy shares, 116 sold shares, and 32 of the 319 total investors held their position steady.
This class of investors increased its holdings in SM Energy to 110.59Mn shares for the 13F-cycle ending December 2025, up by 10.90Mn shares quarter on quarter, and down 5.22Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of SM Energy as of December 31, 2025, with a position of 20.93Mn shares, representing 18.22% of the company's outstanding stock.
Among the most significant buyers of SM Energy during December 2025 were NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.90Mn), MILLENNIUM MANAGEMENT LLC (1.91Mn), Alyeska Investment Group, L.P. (1.65Mn), Sagefield Capital LP (1.08Mn), ALGERT GLOBAL LLC (994.66K).
Leading sellers of SM Energy stock in December 2025 included Woodline Partners LP (2.30Mn), CONGRESS ASSET MANAGEMENT CO (1.11Mn), GOLDMAN SACHS GROUP INC (478.71K), Bridgewater Associates, LP (434.64K), Point72 Asset Management, L.P. (403.89K).
The top 10 institutional holders of SM Energy for the quarter ending December 2025 included 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. (2.90Mn), MILLENNIUM MANAGEMENT LLC (2.84Mn), GEODE CAPITAL MANAGEMENT, LLC (2.72Mn), Alyeska Investment Group, L.P. (2.27Mn).

319 Institutional Holders

397,540 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	-363,186	-10.60%	$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
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	-335,753	-19.11%	$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
PALISADE CAPITAL MANAGEMENT, LP	31 Dec, 2025	988,641	-171,200	-14.76%	$18,487,587.00

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