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SM Energy (SM) Institutional Ownership

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$34.37 -2.74 (-7.39%)
Closing price 02/21/2025 03:59 PM Eastern
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$34.44 +0.07 (+0.21%)
As of 02/21/2025 07:58 PM Eastern
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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)
249
Total
Institutional Inflows
(last 12 months)
$827.92M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$416.07M
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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
2/20/2025 Mackenzie Financial Corp417,746$16.19M0.0%-5.5%0.365%
2/19/2025 GF Fund Management CO. LTD.34,913$1.35M0.0%N/A0.031%
2/19/2025 Public Employees Retirement System of Ohio97,424$3.78M0.0%+10.3%0.085%
2/18/2025 Neo Ivy Capital Management84,933$3.29M0.7%+42.9%0.074%
2/18/2025 GTS Securities LLC26,874$1.04M0.1%+11.5%0.023%
2/18/2025 CSS LLC IL33,671$1.31M0.1%-27.3%0.029%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC371,803$14.41M0.0%-11.9%0.325%
2/17/2025 Voloridge Investment Management LLC1,174,731$45.53M0.2%-17.6%1.027%
2/17/2025 Vident Advisory LLC16,505$640K0.0%-8.4%0.014%
2/17/2025 Westwood Holdings Group Inc.2,118,297$82.11M0.6%+2.0%1.851%
2/17/2025 Twinbeech Capital LP8,929$346K0.0%N/A0.008%
2/17/2025 Two Sigma Advisers LP68,800$2.67M0.0%-37.2%0.060%
2/17/2025 Two Sigma Investments LP66,383$2.57M0.0%-65.6%0.058%
2/17/2025 Tidal Investments LLC6,592$256K0.0%-40.7%0.006%
2/17/2025 SIR Capital Management L.P.29,974$1.16M0.1%-93.6%0.026%
2/17/2025 Rafferty Asset Management LLC156,858$6.08M0.0%+4.9%0.137%
2/17/2025 ProShare Advisors LLC34,482$1.34M0.0%+44.5%0.030%
2/17/2025 Quantinno Capital Management LP6,718$260K0.0%+6.4%0.006%
2/17/2025 Man Group plc196,933$7.63M0.0%-38.5%0.172%
2/17/2025 Nuveen Asset Management LLC541,781$21.00M0.0%-37.9%0.474%
2/17/2025 Numerai GP LLC5,360$208K0.1%N/A0.005%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.65,142$2.53M0.0%+4.0%0.057%
2/17/2025 Lazard Asset Management LLC11,700$452K0.0%-48.1%0.010%
2/17/2025 Gotham Asset Management LLC39,084$1.52M0.0%-54.5%0.034%
2/17/2025 Focus Partners Wealth103,185$4.00M0.0%+0.6%0.090%
2/17/2025 Ellevest Inc.27,122$1.05M0.1%-7.5%0.024%
2/17/2025 Ensign Peak Advisors Inc67,648$2.62M0.0%+13.6%0.059%
2/17/2025 Ethic Inc.51,420$1.99M0.0%-13.8%0.045%
2/17/2025 Frontier Capital Management Co. LLC1,217,637$47.20M0.4%-0.6%1.064%
2/17/2025 Clark Capital Management Group Inc.624,869$24.22M0.2%-21.9%0.546%
2/17/2025 Deutsche Bank AG111,699$4.33M0.0%+39.0%0.098%
2/17/2025 Collar Capital Management LLC64,170$2.49M2.1%N/A0.056%
2/17/2025 CoreCommodity Management LLC104,812$4.06M0.8%-15.1%0.092%
2/17/2025 Corton Capital Inc.5,486$213K0.1%N/A0.005%
2/17/2025 Cresset Asset Management LLC26,713$1.04M0.0%-7.2%0.023%
2/17/2025 Cetera Investment Advisers29,815$1.16M0.0%+8.7%0.026%
2/17/2025 Centiva Capital LP42,429$1.65M0.0%-31.6%0.037%
2/17/2025 Blackstone Inc.24,034$932K0.0%-5.3%0.021%
2/17/2025 Brevan Howard Capital Management LP22,949$890K0.0%-38.1%0.020%
2/17/2025 Captrust Financial Advisors7,862$305K0.0%+11.7%0.007%
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2/17/2025 Balyasny Asset Management L.P.195,400$7.57M0.0%-45.7%0.171%
2/17/2025 Baird Financial Group Inc.386,067$14.96M0.0%+8.3%0.337%
2/17/2025 Bank of America Corp DE511,462$19.82M0.0%-36.6%0.447%
2/17/2025 BNP Paribas Financial Markets28,127$1.09M0.0%-26.8%0.025%
2/17/2025 Ameriprise Financial Inc.1,022,307$39.62M0.0%-6.2%0.893%
2/17/2025 Algert Global LLC15,120$586K0.0%-91.2%0.013%
2/17/2025 Aristeia Capital L.L.C.20,271$786K0.0%+105.8%0.018%
2/14/2025 Mercer Global Advisors Inc. ADV56,025$2.17M0.0%-3.4%0.049%
2/14/2025 Connors Investor Services Inc.56,173$2.18M0.2%-2.2%0.049%
2/14/2025 Comerica Bank119,356$4.63M0.0%+8.7%0.104%
2/14/2025 Gallo Partners LP24,000$930K0.7%N/A0.021%
2/14/2025 PDT Partners LLC30,230$1.17M0.1%-49.9%0.026%
2/14/2025 Schonfeld Strategic Advisors LLC30,545$1.18M0.0%N/A0.027%
2/14/2025 LSP Investment Advisors LLC304,191$11.79M8.4%+53.4%0.266%
2/14/2025 Northern Trust Corp1,449,483$56.18M0.0%+10.7%1.267%
2/14/2025 The Manufacturers Life Insurance Company 64,455$2.50M0.0%-2.0%0.056%
2/14/2025 Aquatic Capital Management LLC51,771$2.01M0.1%-44.1%0.045%
2/14/2025 Oxford Asset Management LLP13,265$514K0.3%N/A0.012%
2/14/2025 Two Sigma Securities LLC9,578$371K0.0%N/A0.008%
2/14/2025 Voya Investment Management LLC74,465$2.89M0.0%-5.0%0.065%
2/14/2025 Syon Capital LLC5,726$222K0.0%N/A0.005%
2/14/2025 Price T Rowe Associates Inc. MD94,312$3.66M0.0%-89.3%0.082%
2/14/2025 Dark Forest Capital Management LP9,928$385K0.1%N/A0.009%
2/14/2025 Hsbc Holdings PLC20,226$784K0.0%-13.4%0.018%
2/14/2025 Stifel Financial Corp26,613$1.03M0.0%+3.6%0.023%
2/14/2025 State of Tennessee Department of Treasury68,217$2.64M0.0%-3.8%0.060%
2/14/2025 Tower Research Capital LLC TRC 4,730$183K0.0%+64.5%0.004%
2/14/2025 MetLife Investment Management LLC69,069$2.68M0.0%+4.7%0.060%
2/14/2025 Dimensional Fund Advisors LP6,552,556$253.98M0.1%+0.2%5.727%
2/14/2025 First Trust Advisors LP2,683,131$104.00M0.1%+40.1%2.345%
2/13/2025 CANADA LIFE ASSURANCE Co108,807$4.22M0.0%-4.1%0.095%
2/13/2025 Marshall Wace LLP168,381$6.53M0.0%N/A0.147%
2/13/2025 NFJ Investment Group LLC80,260$3.11M0.1%+7.8%0.070%
2/13/2025 Jump Financial LLC18,878$732K0.0%+196.5%0.016%
2/13/2025 Adams Wealth Management73,275$2.84M0.5%+15.3%0.064%
2/13/2025 Bridgewater Associates LP303,404$11.76M0.1%-37.3%0.265%
2/13/2025 Guggenheim Capital LLC5,888$228K0.0%-45.6%0.005%
2/13/2025 Mariner LLC135,267$5.24M0.0%-3.2%0.118%
2/13/2025 Barclays PLC254,915$9.88M0.0%+1.9%0.223%
2/13/2025 Summit Investment Advisors Inc.11,970$464K0.4%+3.3%0.010%
2/13/2025 Townsquare Capital LLC417,139$16.17M0.2%+6.7%0.365%
2/13/2025 Sterling Capital Management LLC18,993$736K0.0%+16.7%0.017%
2/13/2025 Kennedy Capital Management LLC298,563$11.57M0.3%+1.9%0.261%
2/13/2025 LSV Asset Management335,300$13.00M0.0%+170.8%0.293%
2/13/2025 Capital Fund Management S.A.144,895$5.62M0.0%N/A0.127%
2/13/2025 F M Investments LLC55,635$2.16M0.1%-60.7%0.049%
2/13/2025 Raymond James Financial Inc.569,118$22.06M0.0%N/A0.497%
2/13/2025 Renaissance Technologies LLC718,963$27.87M0.0%-2.7%0.628%
2/13/2025 FIL Ltd11,362$440K0.0%N/A0.010%
2/13/2025 Legal & General Group Plc339,597$13.16M0.0%-0.2%0.297%
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2/13/2025 Invesco Ltd.695,463$26.96M0.0%-12.2%0.608%
2/13/2025 Cerity Partners LLC44,451$1.73M0.0%-7.6%0.039%
2/13/2025 Federated Hermes Inc.499,445$19.36M0.0%+6.3%0.437%
2/13/2025 Quadrant Capital Group LLC7,560$293K0.0%-9.7%0.007%
2/13/2025 Russell Investments Group Ltd.89,946$3.49M0.0%-29.8%0.079%
2/13/2025 Envestnet Asset Management Inc.544,961$21.12M0.0%+1.0%0.476%
2/13/2025 Grantham Mayo Van Otterloo & Co. LLC238,205$9.23M0.0%+30.4%0.208%
2/12/2025 Landscape Capital Management L.L.C.7,595$294K0.0%N/A0.007%
2/12/2025 Foundry Partners LLC195,761$7.59M0.4%+20.7%0.171%
2/12/2025 Massachusetts Financial Services Co. MA54,374$2.11M0.0%N/A0.048%
(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, 422 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($589.13M), Dimensional Fund Advisors LP ($253.98M), State Street Corp ($251.32M), JPMorgan Chase & Co. ($179.55M), Pacer Advisors Inc. ($178.40M), and American Century Companies Inc. ($142.72M).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 349 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. ($5.14M), Westwood Holdings Group Inc. ($1.75M), Allspring Global Investments Holdings LLC ($1.26M), Dimensional Fund Advisors LP ($1.25M), Channing Capital Management LLC ($1.24M), Jupiter Asset Management Ltd. ($1.16M), and Raymond James Financial Inc. ($1.14M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 37,574,326 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 222 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. ($2.14M), JPMorgan Chase & Co. ($901.61K), Price T Rowe Associates Inc. MD ($783.82K), Arrowstreet Capital Limited Partnership ($709.88K), Vanguard Group Inc. ($696.73K), Hodges Capital Management Inc. ($632.64K), and River Road Asset Management LLC ($524.53K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 20,433,677 shares in the last 24 months. This volume of shares sold represents approximately $773.55M in transactions.


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This page (NYSE:SM) was last updated on 2/22/2025 by MarketBeat.com Staff
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