SM Energy Ownership | Who Owns SM Energy?
SM Energy Ownership Summary
SM Energy is owned by 101.38% institutional investors, 1.52% insiders. Blackrock is the largest institutional shareholder, holding 17.05% of SM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.01% of its assets in SM Energy shares.
SM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SM Energy | 101.38% | 1.52% | -2.90% |
| Sector | Energy Stocks | 42.55% | 14.74% | 42.71% |
| Industry | Oil & Gas Exploration & Production Stocks | 50.17% | 17.49% | 32.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 19.71M | 17.05% | $852.13M |
| Blackrock funding, inc. /de | 18.07M | 15.79% | $700.21M |
| Vanguard group | 15.20M | 13.29% | $589.13M |
| Dimensional fund advisors lp | 6.55M | 5.73% | $253.98M |
| State street | 6.11M | 5.34% | $236.88M |
| Jpmorgan chase | 4.63M | 4.05% | $179.55M |
| American century companies | 3.68M | 3.22% | $142.72M |
| First trust advisors lp | 2.68M | 2.35% | $104.00M |
| Geode capital management | 2.68M | 2.34% | $103.87M |
| Macquarie group | 2.42M | 2.11% | $93.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oslo asset management as | 290.11K | 14.50% | $12.54M |
| Castellan group | 107.50K | 2.21% | $4.65M |
| Systematic portfolios | 6.80K | 2.05% | $294.09K |
| Tributary capital management | 557.97K | 1.67% | $21.63M |
| Tanglewood legacy advisors | 74.32K | 1.23% | $2.88M |
| Channing capital management | 1.17M | 1.21% | $45.23M |
| 1492 capital management | 64.39K | 1.19% | $2.50M |
| Moody aldrich partners | 132.27K | 0.95% | $5.13M |
| River road asset management | 1.77M | 0.91% | $68.54M |
| Palisade capital management, lp | 843.28K | 0.87% | $32.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 4.63M | 0.01% | 835.93K |
| First trust advisors lp | 2.68M | 0.09% | 767.78K |
| Raymond james financial | 569.12K | 0.01% | 569.12K |
| Macquarie group | 2.42M | 0.11% | 416.49K |
| Fisher asset management | 519.30K | 0.01% | 354.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -4.14M |
| T. rowe price investment management | - | - | -1.57M |
| Price t rowe associates inc /md/ | 94.31K | 0.00% | -783.82K |
| Aventail capital group, lp | 250.00K | 0.50% | -765.14K |
| Arrowstreet capital, limited partnership | 284.48K | 0.01% | -709.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 569.12K | 0.01% | 569.12K | $22.06M |
| Capital fund management | 144.90K | 0.01% | 144.90K | $5.62M |
| Denali advisors | 112.55K | 0.46% | 112.55K | $4.36M |
| Castellan group | 107.50K | 2.21% | 107.50K | $4.65M |
| Parallax volatility advisers | 60.00K | 0.01% | 60.00K | $2.59M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Activest wealth management | -1.00 |
| Mendota financial group | -4.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Tfo-tdc | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 423 | -5.37% | 116,097,410 | 0.76% | 101 | 1.00% | 227 | 5.58% | 137 | -14.38% |
| Dec 31, 2024 | 438 | -0.23% | 114,930,448 | -1.38% | 100 | 0.97% | 208 | -16.47% | 158 | 22.48% |
| Sep 30, 2024 | 433 | -0.23% | 116,486,586 | 2.27% | 101 | 1.03% | 244 | 0.83% | 130 | 2.36% |
| Jun 30, 2024 | 427 | 4.66% | 113,788,889 | -0.77% | 98 | 1.05% | 237 | 33.90% | 127 | -22.56% |
| Mar 31, 2024 | 408 | 6.53% | 114,669,518 | 4.41% | 96 | 1.11% | 177 | -6.35% | 164 | 24.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.88M | 6.01% | -3.70K |
| Vanguard Total Stock Mkt Idx Inv | 3.66M | 3.20% | 43.38K |
| Vanguard US Total Market Shares ETF | 3.62M | 3.16% | 2.91K |
| Pacer US Small Cap Cash Cows 100 ETF | 3.57M | 3.12% | -25.97K |
| Avantis US Small Cap Value ETF | 3.57M | 3.12% | 4.90K |
| iShares Russell 2000 ETF | 2.96M | 2.58% | 1.45K |
| Vanguard Small Cap Index | 2.87M | 2.51% | 15.62K |
| Macquarie Small Cap Core I | 2.02M | 1.76% | 57.39K |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.83M | 1.60% | -5.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.76M | 1.54% | 16.54K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2025 | Vogel Herbert S | President & CEO | Buy | $21.32K |
| Mar 04, 2025 | PERU RAMIRO G | - | Buy | $143.60K |
| Mar 03, 2025 | Vogel Herbert S | President & CEO | Buy | $14.84K |
| Feb 26, 2025 | BROOKMAN BARTON R JR | - | Buy | $226.52K |
| Feb 25, 2025 | Vogel Herbert S | President & CEO | Buy | $16.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | 5 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
SM Ownership FAQ
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