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SM Energy (SM) Institutional Ownership

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$26.63 -0.96 (-3.48%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$27.56 +0.94 (+3.51%)
As of 08/1/2025 07:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
275
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$458.67M
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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
8/1/2025Peregrine Capital Management LLC163,517$4.04M0.1%+0.4%0.143%
8/1/2025Teacher Retirement System of Texas59,850$1.48M0.0%+2.5%0.052%
8/1/2025Y Intercept Hong Kong Ltd78,686$1.94M0.0%+285.8%0.069%
8/1/2025Envestnet Asset Management Inc.563,312$13.92M0.0%+12.7%0.492%
7/31/2025 Nisa Investment Advisors LLC86,298$2.13M0.0%+2.5%0.075%
7/31/2025 MQS Management LLC17,901$442K0.2%+54.1%0.016%
7/31/2025 State of New Jersey Common Pension Fund D81,253$2.01M0.0%+42.1%0.071%
7/31/2025 AlphaQuest LLC11,105$274K0.0%-31.1%0.010%
7/31/2025 Caitong International Asset Management Co. Ltd2,871$71K0.1%+51.2%0.003%
7/30/2025 Tributary Capital Management LLC500,644$12.37M1.1%-14.1%0.437%
7/30/2025 Ethic Inc.10,550$265K0.0%-72.2%0.009%
7/30/2025 Denali Advisors LLC261,902$6.47M0.7%+52.0%0.229%
7/29/2025 Mutual of America Capital Management LLC14,704$363K0.0%-11.8%0.013%
7/29/2025 William Blair Investment Management LLC301,909$7.46M0.0%-57.0%0.264%
7/29/2025 Foster & Motley Inc.14,048$347K0.0%-24.3%0.012%
7/29/2025 Praxis Investment Management Inc.8,290$205K0.0%N/A0.007%
7/28/2025 Allianz Asset Management GmbH23,614$584K0.0%-42.9%0.021%
7/28/2025 New York State Teachers Retirement System158,213$3.91M0.0%-9.6%0.138%
7/25/2025 Vest Financial LLC47,053$1.16M0.0%-10.6%0.041%
7/25/2025 Yousif Capital Management LLC45,468$1.12M0.0%+1.7%0.040%
7/25/2025 Meritage Portfolio Management13,026$322K0.0%+5.4%0.011%
7/25/2025 CWM LLC6,028$149K0.0%+60.3%0.005%
7/25/2025 Vanguard Personalized Indexing Management LLC44,655$1.10M0.0%+86.4%0.039%
7/24/2025 Inspire Investing LLC19,034$470K0.1%+43.0%0.017%
7/24/2025 Aberdeen Group plc559,288$13.94M0.0%+25.2%0.489%
7/24/2025 IFP Advisors Inc18,217$451K0.0%-11.7%0.016%
7/24/2025 US Bancorp DE48,222$1.19M0.0%-5.5%0.042%
7/23/2025 KLP Kapitalforvaltning AS36,000$890K0.0%+6.5%0.031%
7/21/2025 ZWJ Investment Counsel Inc.9,184$227K0.0%N/A0.008%
7/17/2025 Janney Montgomery Scott LLC9,163$226K0.0%-56.9%0.008%
7/16/2025 Signaturefd LLC3,118$77K0.0%+21.9%0.003%
7/16/2025 State of Alaska Department of Revenue68,135$1.68M0.0%+7.5%0.060%
7/16/2025 Congress Asset Management Co.1,011,071$24.98M0.2%-19.7%0.883%
7/15/2025 Public Employees Retirement System of Ohio93,828$2.32M0.0%+12.5%0.082%
7/14/2025 GAMMA Investing LLC5,971$148K0.0%+27.3%0.005%
7/11/2025 Wedge Capital Management L L P NC623,617$15.41M0.3%+7.1%0.545%
7/11/2025 CX Institutional3,833$95K0.0%-11.5%0.003%
7/11/2025 Miller Howard Investments Inc. NY42,706$1.06M0.0%-7.2%0.037%
7/11/2025 Diversified Trust Co29,209$722K0.0%+1.8%0.026%
7/11/2025 Assenagon Asset Management S.A.218,419$5.40M0.0%N/A0.191%
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7/10/2025 Moody National Bank Trust Division15,000$371K0.0%-3.4%0.013%
7/10/2025 Exchange Traded Concepts LLC39,357$973K0.0%+6.1%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC8,341$216K0.0%N/A0.007%
7/9/2025 MassMutual Private Wealth & Trust FSB1,887$47K0.0%+332.8%0.002%
7/8/2025 Range Financial Group LLC11,950$295K0.1%-52.4%0.010%
7/7/2025 Insight Wealth Strategies LLC107,381$2.80M0.4%+30.8%0.094%
6/18/2025Voya Investment Management LLC97,851$2.93M0.0%+31.4%0.085%
6/3/2025 Inspire Investing LLC13,306$399K0.0%+16.2%0.012%
6/2/2025Hodges Capital Management Inc.73,908$2.21M0.2%-48.2%0.065%
5/28/2025Strs Ohio18,000$539K0.0%N/A0.016%
5/20/2025Intech Investment Management LLC123,349$3.69M0.0%+0.6%0.108%
5/20/2025Focus Partners Wealth104,654$3.13M0.0%+1.4%0.091%
5/20/2025Flaharty Asset Management LLC1,500$45K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC375,916$11.26M0.0%+1.1%0.328%
5/16/2025Empowered Funds LLC35,312$1.06M0.0%-68.3%0.031%
5/16/2025United Services Automobile Association7,542$222K0.0%N/A0.007%
5/16/2025Caxton Associates LLP147,041$4.40M0.2%N/A0.128%
5/16/2025Sciencast Management LP25,260$757K0.2%-9.0%0.022%
5/16/2025Goldman Sachs Group Inc.510,121$15.28M0.0%-62.3%0.446%
5/16/2025Legacy Wealth Managment LLC ID2,639$79K0.1%+52.2%0.002%
5/16/2025Petrus Trust Company LTA30,682$919K0.1%+289.9%0.027%
5/16/2025NewEdge Advisors LLC3,248$97K0.0%+44.9%0.003%
5/16/2025Millennium Management LLC1,884,536$56.44M0.0%+663.7%1.646%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,111$2.04M0.0%+4.6%0.060%
5/16/2025Corigliano Investment Advisers LLC328,983$9.85M4.4%N/A0.287%
5/16/2025AQR Capital Management LLC145,922$4.37M0.0%+43.9%0.127%
5/16/2025Alyeska Investment Group L.P.522,974$15.66M0.1%N/A0.457%
5/15/2025PDT Partners LLC12,952$388K0.0%-57.2%0.011%
5/15/2025Royal Bank of Canada91,916$2.75M0.0%+27.7%0.080%
5/15/2025Energy Income Partners LLC40,749$1.22M0.0%+2.8%0.036%
5/15/2025DRW Securities LLC36,178$1.08M0.0%N/A0.032%
5/15/2025Baird Financial Group Inc.388,639$11.64M0.0%+0.7%0.340%
5/15/2025Panagora Asset Management Inc.461,618$13.83M0.1%+38.4%0.403%
5/15/2025Vident Advisory LLC19,470$583K0.0%+18.0%0.017%
5/15/2025Magnetar Financial LLC346,986$10.39M0.1%+730.4%0.303%
5/15/2025Canada Pension Plan Investment Board57,800$1.73M0.0%N/A0.050%
5/14/2025Rafferty Asset Management LLC175,413$5.25M0.0%+11.8%0.153%
5/14/2025Corebridge Financial Inc.59,749$1.79M0.0%-1.9%0.052%
5/14/2025Comerica Bank116,055$3.48M0.0%-2.8%0.101%
5/14/2025MetLife Investment Management LLC67,942$2.04M0.0%-1.6%0.059%
5/14/2025Jump Financial LLC88,909$2.66M0.0%+371.0%0.078%
5/14/2025Northwestern Mutual Wealth Management Co.1,017$30K0.0%+69.5%0.001%
5/14/2025 AlphaQuest LLC16,119$483K0.1%+71.4%0.014%
5/14/2025Channing Capital Management LLC1,558,569$46.68M1.4%+33.5%1.362%
5/14/2025CW Advisors LLC132,782$3.98M0.0%+13.9%0.116%
5/14/2025Hsbc Holdings PLC14,570$437K0.0%-28.0%0.013%
5/14/2025HITE Hedge Asset Management LLC1,469,289$44.01M2.7%N/A1.284%
5/13/2025Northern Trust Corp1,398,391$41.88M0.0%-3.5%1.222%
5/13/2025Brooklyn Investment Group1,138$34K0.0%+1,097.9%0.001%
5/13/2025Algert Global LLC13,360$400K0.0%-11.6%0.012%
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5/13/2025Corient IA LLC7,500$225K0.2%N/A0.007%
5/13/2025CacheTech Inc.96,812$2.90M0.6%+32.1%0.085%
5/13/2025Raymond James Financial Inc.516,649$15.47M0.0%-9.2%0.451%
5/13/2025Cresset Asset Management LLC27,536$825K0.0%+3.1%0.024%
5/13/2025American Century Companies Inc.3,909,004$117.08M0.1%+6.2%3.415%
5/13/2025 Ethic Inc.37,987$1.13M0.0%-26.1%0.033%
5/13/2025 Aberdeen Group plc446,759$13.36M0.0%+16.9%0.390%
5/13/2025Dimensional Fund Advisors LP6,307,316$188.90M0.0%-3.7%5.510%
5/13/2025Fox Run Management L.L.C.12,260$367K0.1%+9.7%0.011%
5/13/2025Boston Partners38,085$1.14M0.0%+28.6%0.033%
(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, 439 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($457.32M), State Street Corp ($251.32M), Dimensional Fund Advisors LP ($188.90M), JPMorgan Chase & Co. ($179.55M), Pacer Advisors Inc. ($178.40M), and American Century Companies Inc. ($117.08M).Learn more on SM Energy's institutional investors.

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

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

Which institutional investors have been buying SM Energy's stock?

Of the 374 institutional investors that purchased SM Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($4.29M), Westwood Holdings Group Inc. ($2.84M), Invesco Ltd. ($2.04M), Millennium Management LLC ($1.64M), Channing Capital Management LLC ($1.63M), HITE Hedge Asset Management LLC ($1.47M), and Jupiter Asset Management Ltd. ($1.16M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 29,374,171 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

Which of SM Energy's major shareholders have been selling company stock?

Of the 171 institutional investors that sold SM Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($841.19K), Price T Rowe Associates Inc. MD ($783.82K), Arrowstreet Capital Limited Partnership ($709.88K), William Blair Investment Management LLC ($645.23K), Assenagon Asset Management S.A. ($621.59K), Allspring Global Investments Holdings LLC ($524.00K), and Renaissance Technologies LLC ($502.30K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 12,808,702 shares in the last 24 months. This volume of shares sold represents approximately $458.67M in transactions.


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This page (NYSE:SM) was last updated on 8/2/2025 by MarketBeat.com Staff
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