SM Energy Ownership | Who Owns SM Energy?

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SM Energy Ownership Summary

SM Energy is owned by 99.60% institutional investors, 1.61% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.38% of SM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.92% of its assets in SM Energy shares.

SM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SM Energy	99.60%	1.61%	-1.21%
Sector	Energy Stocks	109.24%	14.55%	-23.79%
Industry	Oil & Gas Exploration & Production Stocks	260.81%	16.93%	-177.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	19.90M	17.38%	$491.79M
Blackrock	19.71M	17.05%	$852.13M
Vanguard group	13.86M	12.10%	$346.01M
Dimensional fund advisors lp	6.55M	5.73%	$253.98M
State street	6.11M	5.34%	$236.88M
American century companies	4.21M	3.68%	$104.03M
Westwood group	3.73M	3.26%	$92.20M
Jpmorgan chase	3.43M	2.99%	$85.57M
First trust advisors lp	2.68M	2.35%	$104.00M
Geode capital management	2.68M	2.34%	$103.87M

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
Collar capital management	81.35K	1.43%	$2.03M
Tributary capital management	1.19M	1.40%	$29.61M
Palisade capital management, lp	1.18M	0.83%	$29.20M
Westwood group	3.73M	0.81%	$92.20M
Pekin hardy strauss	319.40K	0.80%	$7.98M
1492 capital management	64.42K	0.73%	$1.59M
Tanglewood legacy advisors	74.32K	0.72%	$1.86M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	19.90M	0.01%	2.19M
Balyasny asset management	1.02M	0.04%	1.02M
First trust advisors lp	2.68M	0.09%	767.78K
Arrowstreet capital, limited partnership	1.08M	0.02%	699.12K
Tributary capital management	1.19M	1.40%	685.12K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-4.14M
T. rowe price investment management	-	-	-1.57M
Channing capital management	-	-	-1.56M
Hite hedge asset management	268.02K	0.38%	-1.20M
Vanguard group	13.86M	0.01%	-986.20K

New Positions

Holder	Shares	% Assets	Change	Value
Glenmede investment management, lp	514.52K	0.06%	514.52K	$12.71M
Portolan capital management	170.19K	0.26%	170.19K	$4.21M
Csm advisors	167.25K	0.12%	167.25K	$4.13M
Capital fund management	144.90K	0.01%	144.90K	$5.62M
Edgestream partners	137.97K	0.09%	137.97K	$3.41M

Sold Out

Holder	Change
Activest wealth management	-1.00
Tfc financial 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 %
Jun 30, 2025	389	-8.90%	114,056,651	-1.71%	99	0.97%	203	-10.18%	128	-9.22%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	6.81M	5.92%	-
Avantis US Small Cap Value ETF	3.90M	3.40%	9.46K
Vanguard US Total Market Shares ETF	3.62M	3.16%	2.91K
Vanguard Total Stock Mkt Idx Inv	3.59M	3.13%	-77.45K
Pacer US Small Cap Cash Cows 100 ETF	3.57M	3.12%	-25.97K
Vanguard Small Cap Index	2.78M	2.42%	-18.87K
iShares Russell 2000 ETF	2.76M	2.40%	-
Macquarie Small Cap Core I	2.57M	2.24%	-193.10K
Loomis Sayles HYCSV CIT	1.94M	1.68%	1.94M
Vanguard Small Cap Value Index Inv	1.79M	1.56%	5.67K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 17, 2025	Jenkins Richard A.	Senior Vice President - Utah	Sell	$220.11K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	1	1
2025 Q1	5	-
2024 Q4	-	-
2024 Q3	-	3

SM Ownership FAQ

Who Owns SM Energy?

SM Energy shareholders are primarily institutional investors at 99.60%, followed by 1.61% insiders and -1.21% retail investors. The average institutional ownership in SM Energy's industry, Oil & Gas Exploration & Production Stocks, is 260.81%, which SM Energy falls below.

Who owns the most shares of SM Energy?

SM Energy’s largest shareholders are Blackrock funding, inc. /de (19.9M shares, 17.38%), Blackrock (19.71M shares, 17.05%), and Vanguard group (13.86M shares, 12.10%). Together, they hold 46.53% of SM Energy’s total shares outstanding.

Does Blackrock own SM Energy?

Yes, BlackRock owns 17.05% of SM Energy, totaling 19.71M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 852.13M$. In the last quarter, BlackRock decreased its holdings by -228K shares, a -1.14% change.

Who is SM Energy’s biggest shareholder by percentage of total assets invested?

Oslo asset management as is SM Energy’s biggest shareholder by percentage of total assets invested, with 14.50% of its assets in 290.11K SM Energy shares, valued at 12.54M$.

Who is the top mutual fund holder of SM Energy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of SM Energy shares, with 5.92% of its total shares outstanding invested in 6.81M SM Energy shares.

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