SM Energy Ownership | Who Owns SM Energy?

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SM Energy Ownership Summary

SM Energy is owned by 202.09% institutional investors, 0.94% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 34.16% of SM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.78% of its assets in SM Energy shares.

SM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SM Energy	202.09%	0.94%	-103.03%
Sector	Energy Stocks	63.30%	15.65%	21.05%
Industry	Oil & Gas Exploration & Production Stocks	69.09%	15.80%	15.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	39.28M	34.16%	$1.03B
Blackrock	19.71M	17.05%	$852.13M
Canada pension plan investment board	14.49M	12.60%	$378.29M
Vanguard group	13.52M	11.77%	$252.83M
Aristeia capital	13.00M	11.30%	$339.32M
State street	11.71M	10.18%	$305.53M
Vanguard capital management	10.66M	9.27%	$278.16M
American century companies	8.94M	7.77%	$233.22M
Dimensional fund advisors lp	8.17M	7.11%	$213.35M
Donald smith	7.65M	6.65%	$199.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oslo asset management as	290.11K	14.50%	$12.54M
Webs creek capital management lp	2.04M	10.09%	$53.26M
Corigliano investment advisers	560.00K	6.82%	$17.46M
Aristeia capital	13.00M	4.41%	$339.32M
Smh capital advisors	37.40K	3.83%	$976.12K
Donald smith	7.65M	3.53%	$199.60M
Aegis financial	778.85K	3.21%	$20.33M
Castellan group	107.50K	2.21%	$4.65M
Plustick management	225.00K	2.18%	$5.87M
Systematic portfolios	6.80K	2.05%	$294.09K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	2.89M	0.01%	2.89M
Fuller & thaler asset management	2.28M	0.16%	2.28M
Aristeia capital	13.00M	4.41%	2.16M
Qube research	1.69M	0.04%	1.44M
Invesco	2.43M	0.01%	1.29M

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-3.17M
Wellington management group llp	625.42K	0.00%	-2.12M
Dimensional fund advisors lp	8.17M	0.04%	-1.82M
Channing capital management	-	-	-1.56M
D. e. shaw	-	-	-1.41M

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	2.89M	0.01%	2.89M	$75.51M
Fuller & thaler asset management	2.28M	0.16%	2.28M	$59.51M
Trexquant investment lp	243.75K	0.04%	243.75K	$6.36M
Turtle creek wealth advisors	190.96K	0.26%	190.96K	$4.98M
Sir capital management	182.90K	0.55%	182.90K	$4.77M

Sold Out

Holder	Change
Tfc financial management	-1.00
Curio wealth	-2.00
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, 2026	515	-4.10%	232,404,403	4.20%	202	0.54%	270	-38.78%	155	167.24%
Mar 31, 2026	274	-23.89%	57,907,952	-48.58%	50	0.52%	231	26.23%	25	-80.31%
Dec 31, 2025	96	-76.06%	18,928,428	-83.84%	16	0.16%	45	-78.87%	36	-70.25%
Sep 30, 2025	157	-60.25%	29,991,965	-73.81%	26	0.26%	79	-62.02%	48	-62.50%
Jun 30, 2025	389	-8.90%	114,056,651	-1.71%	99	0.97%	203	-10.18%	128	-9.22%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	13.87M	5.78%	-4.37K
Vanguard Total Stock Mkt Idx Inv	7.61M	3.17%	23.79K
Vanguard Morn Total Stk Mkt Idx Investor	7.61M	3.17%	23.79K
Vanguard US Total Market Shares ETF	3.62M	3.16%	2.91K
Donald Smith & Co. All Eq Accounts Comp	7.57M	3.16%	429.10K
Pacer US Small Cap Cash Cows 100 ETF	3.57M	3.12%	-25.97K
Avantis US Small Cap Value ETF	7.30M	3.05%	-
iShares Russell 2000 ETF	6.19M	2.58%	-109.92K
Vanguard Small Cap Index	5.50M	2.29%	12.71K
Macquarie Small Cap Core I	2.57M	2.24%	-193.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 21, 2026	PERU RAMIRO G	-	Sell	$834.31K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	1
2026 Q1	-	-
2025 Q3	-	-
2025 Q2	1	1

SM Ownership FAQ

Who Owns SM Energy?

SM Energy shareholders are primarily institutional investors at 202.09%, followed by 0.94% insiders and -103.03% retail investors. The average institutional ownership in SM Energy's industry, Oil & Gas Exploration & Production Stocks, is 69.09%, which SM Energy exceeds.

Who owns the most shares of SM Energy?

SM Energy’s largest shareholders are Blackrock funding, inc. /de (39.28M shares, 34.16%), Blackrock (19.71M shares, 17.05%), and Canada pension plan investment board (14.49M shares, 12.60%). Together, they hold 63.81% 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 5.78% of its total shares outstanding invested in 13.87M SM Energy shares.

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