SM Energy Ownership | Who Owns SM Energy?
SM Energy Ownership Summary
SM Energy is owned by 26.19% institutional investors, 1.62% insiders, and 72.19% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.79% 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 | 26.19% | 1.62% | 72.19% |
| Sector | Energy Stocks | 14147.70% | 14.16% | -14061.87% |
| Industry | Oil & Gas Exploration & Production Stocks | 54224.26% | 15.23% | -54139.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.38M | 17.79% | $508.77M |
| Blackrock | 19.71M | 17.05% | $852.13M |
| Vanguard group | 13.86M | 12.10% | $346.01M |
| State street | 6.15M | 5.37% | $153.57M |
| Dimensional fund advisors lp | 5.92M | 5.17% | $147.88M |
| American century companies | 4.59M | 4.00% | $114.50M |
| Westwood group | 3.64M | 3.18% | $90.83M |
| Jpmorgan chase | 3.43M | 2.99% | $85.57M |
| Macquarie group | 3.17M | 2.77% | $79.08M |
| Geode capital management | 2.66M | 2.33% | $66.56M |
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 |
| Pekin hardy strauss | 319.40K | 0.80% | $7.98M |
| Palisade capital management, lp | 1.16M | 0.79% | $28.96M |
| Tanglewood legacy advisors | 74.32K | 0.72% | $1.86M |
| Moody aldrich partners | 147.14K | 0.70% | $3.67M |
| Denali advisors | 245.57K | 0.69% | $6.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Point72 asset management | 1.80M | 0.08% | 1.80M |
| Woodline partners lp | 2.43M | 0.29% | 1.62M |
| Balyasny asset management | 1.02M | 0.04% | 1.02M |
| Tributary capital management | 1.19M | 1.40% | 685.12K |
| Goldman sachs group | 1.37M | 0.00% | 632.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -4.14M |
| Channing capital management | - | - | -1.56M |
| Vanguard group | 13.86M | 0.01% | -986.20K |
| Clark capital management group | - | - | -624.87K |
| Freestone grove partners lp | 19.45K | 0.00% | -498.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 1.80M | 0.08% | 1.80M | $44.89M |
| Hotchkis & wiley capital management | 486.18K | 0.04% | 486.18K | $12.14M |
| Lighthouse investment partners | 184.99K | 0.14% | 184.99K | $4.62M |
| Qsemble capital management, lp | 112.23K | 0.27% | 112.23K | $2.80M |
| Castellan group | 107.50K | 2.21% | 107.50K | $4.65M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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
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