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SM Energy (SM) Institutional Ownership

SM Energy logo
$36.59 -0.18 (-0.49%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
94.56%
Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$715.77M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$248.28M
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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.611,121$24.43M0.0%-0.3%0.534%
12/10/2024 DGS Capital Management LLC10,910$436K0.1%+88.4%0.010%
11/27/2024 Franklin Resources Inc.121,025$4.84M0.0%-35.4%0.106%
11/25/2024 Tidal Investments LLC11,123$445K0.0%N/A0.010%
11/25/2024 World Investment Advisors LLC76,265$3.05M0.1%N/A0.067%
11/25/2024 Sanctuary Advisors LLC33,173$1.33M0.0%+5.6%0.029%
11/18/2024 Neo Ivy Capital Management59,426$2.38M0.8%N/A0.052%
11/16/2024 Geode Capital Management LLC2,693,372$107.68M0.0%+1.1%2.354%
11/15/2024 Vestcor Inc23,613$944K0.0%+108.7%0.021%
11/15/2024 Barclays PLC250,218$10.00M0.0%+47.3%0.219%
11/15/2024 Public Employees Retirement System of Ohio88,344$3.53M0.0%-7.7%0.077%
11/15/2024 Y Intercept Hong Kong Ltd22,232$889K0.1%N/A0.019%
11/15/2024 MML Investors Services LLC8,011$320K0.0%-5.7%0.007%
11/15/2024 Hodges Capital Management Inc.143,649$5.74M0.4%-3.1%0.126%
11/15/2024 First National Bank of Omaha65,804$2.63M0.2%+7.4%0.058%
11/15/2024 Legacy Investment Solutions LLC1,907$83K0.1%N/A0.002%
11/15/2024 Orion Portfolio Solutions LLC14,849$594K0.0%-47.3%0.013%
11/15/2024 Zacks Investment Management5,157$206K0.0%N/A0.005%
11/15/2024 National Bank of Canada FI6,483$259K0.0%N/A0.006%
11/15/2024 State Street Corp6,287,815$251.32M0.0%+1.9%5.495%
11/15/2024 Stifel Financial Corp25,697$1.03M0.0%+42.5%0.022%
11/15/2024 Systematic Financial Management LP9,641$385K0.0%N/A0.008%
11/15/2024 Quadrature Capital Ltd6,619$264K0.0%N/A0.006%
11/15/2024 Quantinno Capital Management LP6,316$252K0.0%N/A0.006%
11/15/2024 Millburn Ridgefield Corp1,382$55K0.0%N/A0.001%
11/15/2024 NFJ Investment Group LLC74,479$2.98M0.1%N/A0.065%
11/15/2024 Jacobs Levy Equity Management Inc.14,278$571K0.0%-80.1%0.012%
11/15/2024 HighTower Advisors LLC11,867$473K0.0%+11.1%0.010%
11/15/2024 Centiva Capital LP62,031$2.48M0.0%+37.9%0.054%
11/15/2024 ClearAlpha Technologies LP7,282$291K0.1%-5.0%0.006%
11/15/2024 Paloma Partners Management Co13,872$554K0.0%N/A0.012%
11/15/2024 B&L Asset Management LLC8,778$351K0.2%N/A0.008%
11/14/2024 Edgestream Partners L.P.48,297$1.93M0.1%+35.1%0.042%
11/14/2024 PDT Partners LLC60,292$2.41M0.2%-19.2%0.053%
11/14/2024 Verition Fund Management LLC31,048$1.24M0.0%+163.9%0.027%
11/14/2024 Captrust Financial Advisors7,037$281K0.0%N/A0.006%
11/14/2024 Centric Wealth Management65,665$2.89M0.7%+5.5%0.057%
11/14/2024 Martingale Asset Management L P12,750$510K0.0%-9.3%0.011%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC421,830$16.86M0.0%-5.7%0.369%
11/14/2024 Public Sector Pension Investment Board242,804$9.71M0.1%-4.1%0.212%
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11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank34,102$1.36M0.0%+24.3%0.030%
11/13/2024 Glenmede Trust Co. NA432,825$17.30M0.1%+2.5%0.378%
11/13/2024 Bridgewater Associates LP484,119$19.35M0.1%+136.5%0.423%
11/13/2024 Capital Counsel LLC NY11,905$476K0.0%-17.4%0.010%
11/13/2024 Townsquare Capital LLC391,107$15.63M0.2%+267.4%0.342%
11/13/2024 BNP Paribas Financial Markets38,430$1.54M0.0%+245.0%0.034%
11/13/2024 Quantbot Technologies LP25,396$1.02M0.0%N/A0.022%
11/13/2024 FMR LLC339,791$13.58M0.0%+0.8%0.297%
11/13/2024 The Manufacturers Life Insurance Company65,765$2.63M0.0%-1.5%0.057%
11/13/2024 Dynamic Technology Lab Private Ltd21,971$878K0.1%-74.9%0.019%
11/13/2024Fisher Asset Management LLC165,005$6.60M0.0%+17.6%0.144%
11/12/2024 Pekin Hardy Strauss Inc.178,750$7.15M0.9%+7.3%0.156%
11/12/2024 Pitcairn Co.21,046$841K0.0%+29.0%0.018%
11/12/2024 Algert Global LLC172,000$6.88M0.2%+1,375.8%0.150%
11/12/2024 Cerity Partners LLC48,119$1.92M0.0%+10.2%0.042%
11/12/2024 Citigroup Inc.235,084$9.40M0.0%-14.1%0.205%
11/12/2024 Eagle Asset Management Inc.324,126$14.06M0.1%-12.7%0.283%
11/12/2024 Charles Schwab Investment Management Inc.1,223,038$48.89M0.0%+1.8%1.069%
11/12/2024 Pacer Advisors Inc.4,463,443$178.40M0.4%+2,515.6%3.901%
11/9/2024 Foundry Partners LLC162,160$6.48M0.3%+26.0%0.142%
11/9/2024 Intech Investment Management LLC95,140$3.80M0.0%+344.4%0.083%
11/8/2024 King Luther Capital Management Corp7,704$308K0.0%+45.2%0.007%
11/8/2024 Segall Bryant & Hamill LLC123,698$4.94M0.1%+3.4%0.108%
11/7/2024 Pathstone Holdings LLC41,828$1.67M0.0%+8.8%0.037%
11/7/2024 Quest Partners LLC15,633$625K0.1%N/A0.014%
11/7/2024 Swiss National Bank224,700$8.98M0.0%-1.4%0.196%
11/7/2024 Thrivent Financial for Lutherans226,975$9.07M0.0%-2.4%0.198%
11/6/2024 Mutual of America Capital Management LLC17,209$688K0.0%-9.0%0.015%
11/6/2024 Natixis Advisors LLC40,942$1.64M0.0%-25.2%0.036%
11/6/2024 Empowered Funds LLC199,264$7.97M0.1%-37.9%0.174%
11/6/2024 Royce & Associates LP217,879$8.71M0.1%+5.4%0.190%
11/6/2024 Cornercap Investment Counsel Inc.11,461$458K0.1%N/A0.010%
11/6/2024 KBC Group NV3,321$133K0.0%+16.7%0.003%
11/6/2024 Plato Investment Management Ltd3,863$154K0.0%+554.7%0.003%
11/5/2024 Victory Capital Management Inc.102,324$4.09M0.0%+30.4%0.089%
11/4/2024 Los Angeles Capital Management LLC65,421$2.62M0.0%+79.2%0.057%
11/4/2024 State of New Jersey Common Pension Fund D42,249$1.69M0.0%+1.8%0.037%
11/4/2024 Meritage Portfolio Management11,453$458K0.0%+9.2%0.010%
11/4/2024 Legacy Capital Wealth Partners LLC9,498$380K0.1%N/A0.008%
11/1/2024 Atria Investments Inc22,916$916K0.0%+4.4%0.020%
11/1/2024 Verdence Capital Advisors LLC9,523$381K0.0%-86.7%0.008%
10/31/2024 Portside Wealth Group LLC5,004$200K0.0%N/A0.004%
10/31/2024 Principal Financial Group Inc.611,121$24.43M0.0%-0.3%0.531%
10/30/2024 River Road Asset Management LLC1,792,573$71.65M0.9%+0.7%1.559%
10/30/2024 Amalgamated Bank33,636$1.34M0.0%-4.4%0.029%
10/30/2024 QRG Capital Management Inc.6,746$270K0.0%+9.6%0.006%
10/29/2024 Harbor Capital Advisors Inc.740$30K0.0%N/A0.001%
10/29/2024 Janney Montgomery Scott LLC22,357$894K0.0%+144.6%0.019%
10/29/2024 F M Investments LLC141,440$5.65M0.2%+30.8%0.123%
10/28/2024 CacheTech Inc.63,565$2.54M0.5%+14.0%0.055%
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10/28/2024 US Bancorp DE53,704$2.15M0.0%+2.8%0.047%
10/28/2024 Congress Asset Management Co.1,090,635$43.59M0.3%+5.9%0.953%
10/25/2024 New York State Teachers Retirement System186,832$7.47M0.0%+5.8%0.163%
10/25/2024 Diversify Advisory Services LLC338,077$14.31M0.8%+8.9%0.294%
10/25/2024 abrdn plc466,552$18.65M0.0%+6.5%0.406%
10/24/2024 Nisa Investment Advisors LLC83,462$3.34M0.0%-2.0%0.073%
10/24/2024 Tributary Capital Management LLC557,418$22.28M1.7%-2.1%0.485%
10/24/2024 State of Alaska Department of Revenue65,294$2.61M0.0%-3.3%0.057%
10/24/2024 Wealth Enhancement Advisory Services LLC7,773$311K0.0%N/A0.007%
10/23/2024 Mirae Asset Global Investments Co. Ltd.9,961$397K0.0%-23.7%0.009%
(Data available from 1/1/2016 forward)

SM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SM shares?

During the previous two years, 387 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Vanguard Group Inc. ($709.08M), BlackRock Inc. ($677.69M), Dimensional Fund Advisors LP ($274.16M), State Street Corp ($251.32M), Pacer Advisors Inc. ($178.40M), Frontier Capital Management Co. LLC ($115.02M), and Geode Capital Management LLC ($107.68M).Learn more on SM's institutional investors.

What percentage of SM Energy stock is owned by institutional investors?

94.56% of SM Energy stock is owned by institutional investors. Learn more on SM's institutional investor holdings.

Which institutional investors have been buying SM Energy stock?

Of the 325 institutional investors that purchased SM Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($5.49M), Westwood Holdings Group Inc. ($1.71M), Assenagon Asset Management S.A. ($1.56M), Allspring Global Investments Holdings LLC ($1.25M), Dimensional Fund Advisors LP ($1.24M), Channing Capital Management LLC ($1.17M), and Jupiter Asset Management Ltd. ($1.16M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 35,889,230 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 183 institutional investors that sold SM Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($1.52M), First Trust Advisors LP ($730.32K), Vanguard Group Inc. ($696.73K), Hodges Capital Management Inc. ($631.78K), Russell Investments Group Ltd. ($545.16K), River Road Asset Management LLC ($500.37K), and JPMorgan Chase & Co. ($487.32K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 16,171,838 shares in the last 24 months. This volume of shares sold represents approximately $598.82M in transactions.


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This page (NYSE:SM) was last updated on 12/21/2024 by MarketBeat.com Staff
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