SM Energy SM Institutional Ownership

NYSE SM

$38.34 -0.27 (-0.70%)

As of: Oct 22, 2026 · 12:45 PM EDT

Institutions by Trading Activity

494 Institutions

Increased 278 56.3%

Unchanged 68 13.8%

Reduced 148 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.21%

▲+1.50 pp QoQ

Shares Held by Institutions

229.95Mn

of 239.00Mn outstanding

▲+1.29% QoQ

Shares Outstanding

239.00Mn

9.05Mn held outside 13F filers

Institutional Investors

494

filed 13F for Jun 2026

▼-11 vs prior quarter

Net Shares Added (QoQ)

+2.93Mn

accumulated since last quarter

Value of Holdings

$8.94Bn

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

Updated Oct 11, 2026

SM Energy Co (NYSE:SM) counted 494 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 96.21% of outstanding shares in Q2 2026, up from 94.71% in Q1 2026.
Total shares held in SM rose 1.29% from Q1 2026; the number of holders rose 34.60% from Q2 2025.
Of the 494 holders of SM in Q2 2026, 278 added to their positions, 148 reduced their stakes and 68 left their positions unchanged.
Combined, institutional investors held 229.95Mn shares of SM as of Q2 2026, up 2.93Mn from the prior quarter and up 118.7Mn from a year earlier.
As of June 30, 2026, the biggest holder of SM Energy was BlackRock, Inc. with 39.28Mn shares, or 16.44% of shares outstanding.
The largest position increases in SM for Q2 2026 were by Aristeia Capital, L.L.C. (+2.16Mn shares), Qube Research & Technologies Ltd (+1.44Mn shares), Invesco Ltd. (+1.29Mn shares), Mackenzie Financial Corp (+997.4K shares) and Boston Partners (+887.12K shares).
Holders that trimmed the most shares of SM Energy in Q2 2026 while keeping a position were Wellington Management Group LLP (-2.12Mn shares), Dimensional Fund Advisors LP (-1.82Mn shares), UBS Group AG (-1.24Mn shares), Squarepoint Ops LLC (-835.28K shares) and State Street Corp (-790.1K shares).
According to Business Quant data, the leading holders of SM for Q2 2026 were BlackRock, Inc. (39.28Mn shares), Vanguard Portfolio Management LLC (15.43Mn shares), Canada Pension Plan Investment Board (14.49Mn shares), Aristeia Capital, L.L.C. (13Mn shares), State Street Corp (11.71Mn shares), Vanguard Capital Management LLC (10.66Mn shares), American Century Companies Inc (8.94Mn shares), Dimensional Fund Advisors LP (8.17Mn shares), Donald Smith & Co., Inc. (7.65Mn shares) and Geode Capital Management, LLC (6.27Mn shares).

Form 13F Holdings

494 Institutional Holders

Report period 30 Jun, 2026

Total shares held 229.95Mn

Of outstanding 96.21%

#	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%	▼516,493	-12.75%	$92.69Mn
15	Morgan Stanley	0000895421	2,943,691	1.23%	▼567,990	-16.17%	$76.83Mn
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
20	Nuveen, LLC	0001871926	2,320,316	0.97%	▼40,170	-1.70%	$60.56Mn

Showing 1 to 20 of 494 holders