Free Trial
→ Altucher: Turn $900 into $108,000 in just 12 months? (From Paradigm Press) (Ad) Buy SM Stock  Free SM Stock Alerts

SM Energy (SM) Institutional Ownership

SM Energy logo
$21.96 +0.29 (+1.34%)
As of 04/14/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
94.56%
Number of
Institutional Buyers
(last 12 months)
250
Total
Institutional Inflows
(last 12 months)
$801.33M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$400.23M
Get SM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SM Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SM Institutional Buying and Selling by Quarter

Remove Ads

SM Energy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC44,701$1.34M0.0%-1.0%0.039%
4/14/2025Harbor Capital Advisors Inc.1,520$46K0.0%+80.7%0.001%
4/14/2025Farther Finance Advisors LLC910$27K0.0%-40.6%0.001%
4/14/2025Range Financial Group LLC25,119$752K0.3%+16.9%0.022%
4/14/2025Wedge Capital Management L L P NC582,370$17.44M0.3%+3.9%0.509%
4/11/2025 Congress Asset Management Co.1,259,627$37.73M0.3%+15.8%1.100%
4/11/2025 Radnor Capital Management LLC22,325$669K0.1%-17.7%0.020%
4/11/2025 Vest Financial LLC52,621$1.58M0.0%-20.4%0.046%
4/10/2025 Portside Wealth Group LLC5,482$164K0.0%N/A0.005%
4/8/2025 Rhumbline Advisers402,867$12.07M0.0%+2.3%0.352%
4/8/2025 Parallel Advisors LLC1,119$34K0.0%+200.8%0.001%
4/7/2025 Summit Global Investments21,799$653K0.0%+90.5%0.019%
4/7/2025 GAMMA Investing LLC140,436$4.21M0.0%+2,488.2%0.123%
4/4/2025 Moody National Bank Trust Division15,534$465K0.0%+3.6%0.014%
4/3/2025 Insight Wealth Strategies LLC82,108$2.46M0.3%+60.7%0.072%
4/1/2025 Stonehearth Capital Management LLC8,016$240K0.1%+22.8%0.007%
3/18/2025California State Teachers Retirement System107,015$4.15M0.0%-2.4%0.093%
3/18/2025111 Capital7,238$281K0.1%N/A0.006%
2/20/2025Mackenzie Financial Corp417,746$16.19M0.0%-5.5%0.365%
2/19/2025GF Fund Management CO. LTD.34,913$1.35M0.0%N/A0.031%
2/19/2025Public Employees Retirement System of Ohio97,424$3.78M0.0%+10.3%0.085%
2/18/2025Neo Ivy Capital Management84,933$3.29M0.7%+42.9%0.074%
2/18/2025GTS Securities LLC26,874$1.04M0.1%+11.5%0.023%
2/18/2025CSS LLC IL33,671$1.31M0.1%-27.3%0.029%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC371,803$14.41M0.0%-11.9%0.325%
2/17/2025Voloridge Investment Management LLC1,174,731$45.53M0.2%-17.6%1.027%
2/17/2025Vident Advisory LLC16,505$640K0.0%-8.4%0.014%
2/17/2025Westwood Holdings Group Inc.2,118,297$82.11M0.6%+2.0%1.851%
2/17/2025Twinbeech Capital LP8,929$346K0.0%N/A0.008%
2/17/2025Two Sigma Advisers LP68,800$2.67M0.0%-37.2%0.060%
2/17/2025Two Sigma Investments LP66,383$2.57M0.0%-65.6%0.058%
2/17/2025Tidal Investments LLC6,592$256K0.0%-40.7%0.006%
2/17/2025SIR Capital Management L.P.29,974$1.16M0.1%-93.6%0.026%
2/17/2025Rafferty Asset Management LLC156,858$6.08M0.0%+4.9%0.137%
2/17/2025ProShare Advisors LLC34,482$1.34M0.0%+44.5%0.030%
2/17/2025Quantinno Capital Management LP6,718$260K0.0%+6.4%0.006%
2/17/2025Man Group plc196,933$7.63M0.0%-38.5%0.172%
2/17/2025Nuveen Asset Management LLC541,781$21.00M0.0%-37.9%0.474%
2/17/2025Numerai GP LLC5,360$208K0.1%N/A0.005%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.65,142$2.53M0.0%+4.0%0.057%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/17/2025Lazard Asset Management LLC11,700$452K0.0%-48.1%0.010%
2/17/2025Gotham Asset Management LLC39,084$1.52M0.0%-54.5%0.034%
2/17/2025Focus Partners Wealth103,185$4.00M0.0%+0.6%0.090%
2/17/2025Ellevest Inc.27,122$1.05M0.1%-7.5%0.024%
2/17/2025Ensign Peak Advisors Inc67,648$2.62M0.0%+13.6%0.059%
2/17/2025Ethic Inc.51,420$1.99M0.0%-13.8%0.045%
2/17/2025Frontier Capital Management Co. LLC1,217,637$47.20M0.4%-0.6%1.064%
2/17/2025Clark Capital Management Group Inc.624,869$24.22M0.2%-21.9%0.546%
2/17/2025Deutsche Bank AG111,699$4.33M0.0%+39.0%0.098%
2/17/2025Collar Capital Management LLC64,170$2.49M2.1%N/A0.056%
2/17/2025CoreCommodity Management LLC104,812$4.06M0.8%-15.1%0.092%
2/17/2025Corton Capital Inc.5,486$213K0.1%N/A0.005%
2/17/2025Cresset Asset Management LLC26,713$1.04M0.0%-7.2%0.023%
2/17/2025Cetera Investment Advisers29,815$1.16M0.0%+8.7%0.026%
2/17/2025Centiva Capital LP42,429$1.65M0.0%-31.6%0.037%
2/17/2025Blackstone Inc.24,034$932K0.0%-5.3%0.021%
2/17/2025Brevan Howard Capital Management LP22,949$890K0.0%-38.1%0.020%
2/17/2025Captrust Financial Advisors7,862$305K0.0%+11.7%0.007%
2/17/2025Balyasny Asset Management L.P.195,400$7.57M0.0%-45.7%0.171%
2/17/2025Baird Financial Group Inc.386,067$14.96M0.0%+8.3%0.337%
2/17/2025Bank of America Corp DE511,462$19.82M0.0%-36.6%0.447%
2/17/2025BNP Paribas Financial Markets28,127$1.09M0.0%-26.8%0.025%
2/17/2025Ameriprise Financial Inc.1,022,307$39.62M0.0%-6.2%0.893%
2/17/2025Algert Global LLC15,120$586K0.0%-91.2%0.013%
2/17/2025Aristeia Capital L.L.C.20,271$786K0.0%+105.8%0.018%
2/14/2025Mercer Global Advisors Inc. ADV56,025$2.17M0.0%-3.4%0.049%
2/14/2025Connors Investor Services Inc.56,173$2.18M0.2%-2.2%0.049%
2/14/2025Comerica Bank119,356$4.63M0.0%+8.7%0.104%
2/14/2025Gallo Partners LP24,000$930K0.7%N/A0.021%
2/14/2025PDT Partners LLC30,230$1.17M0.1%-49.9%0.026%
2/14/2025Schonfeld Strategic Advisors LLC30,545$1.18M0.0%N/A0.027%
2/14/2025LSP Investment Advisors LLC304,191$11.79M8.4%+53.4%0.266%
2/14/2025Northern Trust Corp1,449,483$56.18M0.0%+10.7%1.267%
2/14/2025The Manufacturers Life Insurance Company 64,455$2.50M0.0%-2.0%0.056%
2/14/2025Aquatic Capital Management LLC51,771$2.01M0.1%-44.1%0.045%
2/14/2025Oxford Asset Management LLP13,265$514K0.3%N/A0.012%
2/14/2025Two Sigma Securities LLC9,578$371K0.0%N/A0.008%
2/14/2025Voya Investment Management LLC74,465$2.89M0.0%-5.0%0.065%
2/14/2025Syon Capital LLC5,726$222K0.0%N/A0.005%
2/14/2025Price T Rowe Associates Inc. MD94,312$3.66M0.0%-89.3%0.082%
2/14/2025Dark Forest Capital Management LP9,928$385K0.1%N/A0.009%
2/14/2025Hsbc Holdings PLC20,226$784K0.0%-13.4%0.018%
2/14/2025Stifel Financial Corp26,613$1.03M0.0%+3.6%0.023%
2/14/2025State of Tennessee Department of Treasury68,217$2.64M0.0%-3.8%0.060%
2/14/2025Tower Research Capital LLC TRC 4,730$183K0.0%+64.5%0.004%
2/14/2025MetLife Investment Management LLC69,069$2.68M0.0%+4.7%0.060%
2/14/2025Dimensional Fund Advisors LP6,552,556$253.98M0.1%+0.2%5.727%
2/14/2025First Trust Advisors LP2,683,131$104.00M0.1%+40.1%2.345%
2/13/2025CANADA LIFE ASSURANCE Co108,807$4.22M0.0%-4.1%0.095%
2/13/2025Marshall Wace LLP168,381$6.53M0.0%N/A0.147%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/13/2025NFJ Investment Group LLC80,260$3.11M0.1%+7.8%0.070%
2/13/2025Jump Financial LLC18,878$732K0.0%+196.5%0.016%
2/13/2025Adams Wealth Management73,275$2.84M0.5%+15.3%0.064%
2/13/2025Bridgewater Associates LP303,404$11.76M0.1%-37.3%0.265%
2/13/2025Guggenheim Capital LLC5,888$228K0.0%-45.6%0.005%
2/13/2025Mariner LLC135,267$5.24M0.0%-3.2%0.118%
2/13/2025Barclays PLC254,915$9.88M0.0%+1.9%0.223%
2/13/2025Summit Investment Advisors Inc.11,970$464K0.4%+3.3%0.010%
2/13/2025Townsquare Capital LLC417,139$16.17M0.2%+6.7%0.365%
2/13/2025Sterling Capital Management LLC18,993$736K0.0%+16.7%0.017%
(Data available from 1/1/2016 forward)

Remove Ads

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), Dimensional Fund Advisors LP ($1.25M), Channing Capital Management LLC ($1.24M), Jupiter Asset Management Ltd. ($1.16M), Raymond James Financial Inc. ($1.14M), and BlackRock Inc. ($1.07M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 37,541,915 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 224 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 20,453,327 shares in the last 24 months. This volume of shares sold represents approximately $774.17M in transactions.


Related Companies

This page (NYSE:SM) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored