SM Energy Ownership | Who Owns SM Energy?
SM Energy Ownership Summary
SM Energy is owned by 50.35% institutional investors, 0.94% insiders, and 48.71% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 33.42% of SM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.73% of its assets in SM Energy shares.
SM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SM Energy | 50.35% | 0.94% | 48.71% |
| Sector | Energy Stocks | 40.75% | 15.26% | 43.98% |
| Industry | Oil & Gas Exploration & Production Stocks | 46.98% | 15.98% | 37.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 38.43M | 33.42% | $1.20B |
| Blackrock | 19.71M | 17.05% | $852.13M |
| Canada pension plan investment board | 14.49M | 12.60% | $451.92M |
| Vanguard group | 13.52M | 11.77% | $252.83M |
| State street | 12.50M | 10.87% | $389.62M |
| Aristeia capital | 10.84M | 9.43% | $338.05M |
| Dimensional fund advisors lp | 10.00M | 8.69% | $311.68M |
| American century companies | 8.92M | 7.76% | $278.24M |
| Donald smith | 7.21M | 6.27% | $224.77M |
| Geode capital management | 5.70M | 4.96% | $177.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oslo asset management as | 290.11K | 14.50% | $12.54M |
| Aristeia capital | 10.84M | 7.01% | $338.05M |
| Webs creek capital management lp | 1.29M | 6.94% | $40.08M |
| Corigliano investment advisers | 560.00K | 6.82% | $17.46M |
| Corvid peak capital management | 240.00K | 4.34% | $7.48M |
| Donald smith | 7.21M | 4.04% | $224.77M |
| Clg | 466.18K | 3.61% | $14.54M |
| Smh capital advisors | 1.17K | 3.54% | $1.17M |
| Plustick management | 210.00K | 3.16% | $6.55M |
| Aegis financial | 551.77K | 2.96% | $17.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 38.43M | 0.02% | 17.50M |
| Canada pension plan investment board | 14.49M | 0.29% | 13.89M |
| Aristeia capital | 10.84M | 7.01% | 10.49M |
| Donald smith | 7.21M | 4.04% | 7.21M |
| State street | 12.50M | 0.01% | 6.24M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -4.14M |
| Macquarie group | - | - | -3.17M |
| Balyasny asset management | 39.57K | 0.00% | -1.74M |
| Alyeska investment group | 545.39K | 0.05% | -1.73M |
| Channing capital management | - | - | -1.56M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Donald smith | 7.21M | 4.04% | 7.21M | $224.77M |
| Mackenzie financial | 2.68M | 0.10% | 2.68M | $83.46M |
| Vanguard fiduciary trust | 1.49M | 0.01% | 1.49M | $46.31M |
| Webs creek capital management lp | 1.29M | 6.94% | 1.29M | $40.08M |
| Encompass capital advisors | 697.80K | 0.65% | 697.80K | $21.76M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 423 | -5.37% | 116,097,410 | 0.76% | 101 | 1.00% | 227 | 5.58% | 137 | -14.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.73M | 5.73% | 4.78K |
| Avantis US Small Cap Value ETF | 7.60M | 3.17% | - |
| Vanguard Total Stock Mkt Idx Inv | 7.60M | 3.17% | 19.49K |
| 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 |
| Donald Smith & Co. All Eq Accounts Comp | 7.14M | 2.98% | 697.51K |
| iShares Russell 2000 ETF | 5.97M | 2.49% | 55.12K |
| Vanguard Small Cap Index | 5.49M | 2.29% | -9.98K |
| Macquarie Small Cap Core I | 2.57M | 2.24% | -193.10K |
| Loomis Sayles HYCSV CIT | 1.94M | 1.68% | 1.94M |
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
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