SM Energy Ownership | Who Owns SM Energy?
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 5.95% 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 | 108.48% | 14.45% | -22.93% |
| Industry | Oil & Gas Exploration & Production Stocks | 257.82% | 16.79% | -174.61% |
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 | 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 | 4.21M | 3.68% | $104.03M |
| Westwood group | 3.73M | 3.26% | $92.20M |
| 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 |
| Tributary capital management | 557.97K | 1.67% | $21.63M |
| Pekin hardy strauss | 172.53K | 0.85% | $6.69M |
| Moody aldrich partners | 177.04K | 0.85% | $4.37M |
| Palisade capital management, lp | 1.18M | 0.83% | $29.20M |
| Westwood group | 3.73M | 0.81% | $92.20M |
| Tanglewood legacy advisors | 74.32K | 0.75% | $1.84M |
| 1492 capital management | 64.42K | 0.73% | $1.59M |
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 |
| Jpmorgan chase | 4.63M | 0.01% | 835.93K |
| First trust advisors lp | 2.68M | 0.09% | 767.78K |
| Arrowstreet capital, limited partnership | 1.08M | 0.02% | 699.12K |
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 |
| Price t rowe associates inc /md/ | 94.31K | 0.00% | -783.82K |
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 |
| Tfo-tdc | -5.00 |
| Nelson, van denburg & campbell wealth management group | -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 | 6.83M | 5.95% | 1.00K |
| Avantis US Small Cap Value ETF | 3.80M | 3.30% | 3.29K |
| 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 |
| Macquarie Small Cap Core I | 2.76M | 2.41% | 716.40K |
| iShares Russell 2000 ETF | 2.70M | 2.35% | -51.34K |
| 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
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