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SM Energy (SM) Institutional Ownership

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$43.24 -0.88 (-1.99%)
As of 01/17/2025 03:59 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)
208
Total
Institutional Inflows
(last 12 months)
$711.68M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$288.91M
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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
1/17/2025 Janney Montgomery Scott LLC20,740$804K0.0%-7.2%0.018%
1/17/2025 SG Americas Securities LLC7,972$309K0.0%-42.3%0.007%
1/17/2025 Cetera Trust Company N.A2,440$95K0.1%-19.7%0.002%
1/17/2025 Nisa Investment Advisors LLC84,538$3.28M0.0%+1.3%0.074%
1/16/2025 Diversify Advisory Services LLC349,268$13.54M0.7%+3.3%0.305%
1/14/2025 Heritage Family Offices LLP6,237$242K0.1%+13.2%0.005%
1/14/2025 Radnor Capital Management LLC27,125$1.05M0.2%N/A0.024%
1/14/2025 Park Avenue Securities LLC11,049$428K0.0%+22.8%0.010%
1/14/2025 Assenagon Asset Management S.A.196,441$7.61M0.0%-76.0%0.172%
1/7/2025 Range Financial Group LLC21,495$833K0.4%N/A0.019%
1/7/2025 Stonehearth Capital Management LLC6,528$253K0.1%-9.5%0.006%
1/7/2025 Diversified Trust Co21,776$844K0.0%+16.5%0.019%
1/6/2025 Insight Wealth Strategies LLC51,084$1.98M0.3%+5.8%0.045%
1/3/2025 Everence Capital Management Inc.5,650$219K0.0%-82.1%0.005%
1/3/2025 GAMMA Investing LLC5,426$210K0.0%-23.2%0.005%
12/26/2024JPMorgan Chase & Co.3,796,326$151.74M0.0%-9.8%3.318%
12/19/2024Principal Financial Group Inc.611,121$24.43M0.0%-0.3%0.534%
12/10/2024DGS Capital Management LLC10,910$436K0.1%+88.4%0.010%
11/27/2024Franklin Resources Inc.121,025$4.84M0.0%-35.4%0.106%
11/25/2024Tidal Investments LLC11,123$445K0.0%N/A0.010%
11/25/2024World Investment Advisors LLC76,265$3.05M0.1%N/A0.067%
11/25/2024Sanctuary Advisors LLC33,173$1.33M0.0%+5.6%0.029%
11/18/2024Neo Ivy Capital Management59,426$2.38M0.8%N/A0.052%
11/16/2024Geode Capital Management LLC2,693,372$107.68M0.0%+1.1%2.354%
11/15/2024Vestcor Inc23,613$944K0.0%+108.7%0.021%
11/15/2024Barclays PLC250,218$10.00M0.0%+47.3%0.219%
11/15/2024Public Employees Retirement System of Ohio88,344$3.53M0.0%-7.7%0.077%
11/15/2024Y Intercept Hong Kong Ltd22,232$889K0.1%N/A0.019%
11/15/2024MML Investors Services LLC8,011$320K0.0%-5.7%0.007%
11/15/2024Hodges Capital Management Inc.143,649$5.74M0.4%-3.1%0.126%
11/15/2024First National Bank of Omaha65,804$2.63M0.2%+7.4%0.058%
11/15/2024Legacy Investment Solutions LLC1,907$83K0.1%N/A0.002%
11/15/2024Orion Portfolio Solutions LLC14,849$594K0.0%-47.3%0.013%
11/15/2024Zacks Investment Management5,157$206K0.0%N/A0.005%
11/15/2024National Bank of Canada FI6,483$259K0.0%N/A0.006%
11/15/2024State Street Corp6,287,815$251.32M0.0%+1.9%5.495%
11/15/2024Stifel Financial Corp25,697$1.03M0.0%+42.5%0.022%
11/15/2024Systematic Financial Management LP9,641$385K0.0%N/A0.008%
11/15/2024Quadrature Capital Ltd6,619$264K0.0%N/A0.006%
11/15/2024Quantinno Capital Management LP6,316$252K0.0%N/A0.006%
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11/15/2024Millburn Ridgefield Corp1,382$55K0.0%N/A0.001%
11/15/2024NFJ Investment Group LLC74,479$2.98M0.1%N/A0.065%
11/15/2024Jacobs Levy Equity Management Inc.14,278$571K0.0%-80.1%0.012%
11/15/2024HighTower Advisors LLC11,867$473K0.0%+11.1%0.010%
11/15/2024Centiva Capital LP62,031$2.48M0.0%+37.9%0.054%
11/15/2024ClearAlpha Technologies LP7,282$291K0.1%-5.0%0.006%
11/15/2024Paloma Partners Management Co13,872$554K0.0%N/A0.012%
11/15/2024B&L Asset Management LLC8,778$351K0.2%N/A0.008%
11/14/2024Edgestream Partners L.P.48,297$1.93M0.1%+35.1%0.042%
11/14/2024PDT Partners LLC60,292$2.41M0.2%-19.2%0.053%
11/14/2024Verition Fund Management LLC31,048$1.24M0.0%+163.9%0.027%
11/14/2024Captrust Financial Advisors7,037$281K0.0%N/A0.006%
11/14/2024Centric Wealth Management65,665$2.89M0.7%+5.5%0.057%
11/14/2024Martingale Asset Management L P12,750$510K0.0%-9.3%0.011%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC421,830$16.86M0.0%-5.7%0.369%
11/14/2024Public Sector Pension Investment Board242,804$9.71M0.1%-4.1%0.212%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank34,102$1.36M0.0%+24.3%0.030%
11/13/2024Glenmede Trust Co. NA432,825$17.30M0.1%+2.5%0.378%
11/13/2024Bridgewater Associates LP484,119$19.35M0.1%+136.5%0.423%
11/13/2024Capital Counsel LLC NY11,905$476K0.0%-17.4%0.010%
11/13/2024Townsquare Capital LLC391,107$15.63M0.2%+267.4%0.342%
11/13/2024BNP Paribas Financial Markets38,430$1.54M0.0%+245.0%0.034%
11/13/2024Quantbot Technologies LP25,396$1.02M0.0%N/A0.022%
11/13/2024FMR LLC339,791$13.58M0.0%+0.8%0.297%
11/13/2024The Manufacturers Life Insurance Company65,765$2.63M0.0%-1.5%0.057%
11/13/2024Dynamic 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%
11/12/2024Pekin Hardy Strauss Inc.178,750$7.15M0.9%+7.3%0.156%
11/12/2024Pitcairn Co.21,046$841K0.0%+29.0%0.018%
11/12/2024Algert Global LLC172,000$6.88M0.2%+1,375.8%0.150%
11/12/2024Cerity Partners LLC48,119$1.92M0.0%+10.2%0.042%
11/12/2024Citigroup Inc.235,084$9.40M0.0%-14.1%0.205%
11/12/2024Eagle Asset Management Inc.324,126$14.06M0.1%-12.7%0.283%
11/12/2024Charles Schwab Investment Management Inc.1,223,038$48.89M0.0%+1.8%1.069%
11/12/2024Pacer Advisors Inc.4,463,443$178.40M0.4%+2,515.6%3.901%
11/9/2024Foundry Partners LLC162,160$6.48M0.3%+26.0%0.142%
11/9/2024Intech Investment Management LLC95,140$3.80M0.0%+344.4%0.083%
11/8/2024King Luther Capital Management Corp7,704$308K0.0%+45.2%0.007%
11/8/2024Segall Bryant & Hamill LLC123,698$4.94M0.1%+3.4%0.108%
11/7/2024Pathstone Holdings LLC41,828$1.67M0.0%+8.8%0.037%
11/7/2024Quest Partners LLC15,633$625K0.1%N/A0.014%
11/7/2024Swiss National Bank224,700$8.98M0.0%-1.4%0.196%
11/7/2024Thrivent Financial for Lutherans226,975$9.07M0.0%-2.4%0.198%
11/6/2024Mutual of America Capital Management LLC17,209$688K0.0%-9.0%0.015%
11/6/2024Natixis Advisors LLC40,942$1.64M0.0%-25.2%0.036%
11/6/2024Empowered Funds LLC199,264$7.97M0.1%-37.9%0.174%
11/6/2024Royce & Associates LP217,879$8.71M0.1%+5.4%0.190%
11/6/2024Cornercap Investment Counsel Inc.11,461$458K0.1%N/A0.010%
11/6/2024KBC Group NV3,321$133K0.0%+16.7%0.003%
11/6/2024Plato Investment Management Ltd3,863$154K0.0%+554.7%0.003%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
11/5/2024Victory Capital Management Inc.102,324$4.09M0.0%+30.4%0.089%
11/4/2024Los Angeles Capital Management LLC65,421$2.62M0.0%+79.2%0.057%
11/4/2024State of New Jersey Common Pension Fund D42,249$1.69M0.0%+1.8%0.037%
11/4/2024Meritage Portfolio Management11,453$458K0.0%+9.2%0.010%
11/4/2024Legacy Capital Wealth Partners LLC9,498$380K0.1%N/A0.008%
11/1/2024Atria Investments Inc22,916$916K0.0%+4.4%0.020%
11/1/2024Verdence Capital Advisors LLC9,523$381K0.0%-86.7%0.008%
10/31/2024 Portside Wealth Group LLC5,004$200K0.0%N/A0.004%
10/31/2024Principal Financial Group Inc.611,121$24.43M0.0%-0.3%0.531%
10/30/2024River Road Asset Management LLC1,792,573$71.65M0.9%+0.7%1.559%
(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, 386 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), JPMorgan Chase & Co. ($151.74M), and Frontier Capital Management Co. LLC ($115.02M).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 324 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), Allspring Global Investments Holdings LLC ($1.25M), Dimensional Fund Advisors LP ($1.24M), Channing Capital Management LLC ($1.17M), Jupiter Asset Management Ltd. ($1.16M), and BlackRock Inc. ($1.07M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 35,008,685 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 187 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), First Trust Advisors LP ($730.32K), Vanguard Group Inc. ($696.73K), Hodges Capital Management Inc. ($631.78K), Russell Investments Group Ltd. ($545.16K), and River Road Asset Management LLC ($500.37K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 17,223,628 shares in the last 24 months. This volume of shares sold represents approximately $640.16M in transactions.


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This page (NYSE:SM) was last updated on 1/20/2025 by MarketBeat.com Staff
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