SM Energy Ownership | Who Owns SM Energy?

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SM Energy Ownership Summary

SM Energy is owned by 16.48% institutional investors, 0.94% insiders, and 82.58% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.23% 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	16.48%	0.94%	82.58%
Sector	Energy Stocks	31.42%	15.00%	53.58%
Industry	Oil & Gas Exploration & Production Stocks	33.96%	15.19%	50.85%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	20.93M	18.23%	$391.41M
Blackrock	19.71M	17.05%	$852.13M
Vanguard group	13.52M	11.77%	$252.83M
State street	6.15M	5.37%	$153.57M
Dimensional fund advisors lp	5.57M	4.85%	$104.13M
American century companies	4.59M	4.00%	$114.50M
Westwood group	3.64M	3.18%	$90.83M
Jpmorgan chase	3.06M	2.67%	$57.29M
Geode capital management	2.72M	2.37%	$50.90M
Woodline partners lp	2.43M	2.12%	$60.67M

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	81.53K	1.02%	$1.52M
Palisade capital management, lp	1.16M	0.79%	$28.96M
Pekin hardy strauss	397.04K	0.69%	$7.42M
Pearl river capital	95.96K	0.66%	$4.15M
Westwood group	3.64M	0.65%	$90.83M
Ironwood investment management	80.09K	0.63%	$1.50M
Denali advisors	300.00K	0.62%	$5.61M

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
Blackrock funding, inc. /de	20.93M	0.01%	555.51K
Hotchkis & wiley capital management	486.18K	0.04%	486.18K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-4.14M
Macquarie group	-	-	-3.17M
Channing capital management	-	-	-1.56M
Congress asset management co /ma	98.92K	0.01%	-1.11M
Arrowstreet capital, limited partnership	-	-	-772.77K

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
Castellan group	107.50K	2.21%	107.50K	$4.65M
Aquatic capital management	73.19K	0.03%	73.19K	$1.83M

Sold Out

Holder	Change
Tfc financial management	-1.00
Activest wealth 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 %
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%
Dec 31, 2024	438	-0.23%	114,930,448	-1.38%	100	0.97%	208	-16.47%	158	22.48%

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
2026 Q1	-	-
2025 Q3	-	-
2025 Q2	1	1
2025 Q1	5	-
2024 Q4	-	-

SM Ownership FAQ

Who Owns SM Energy?

SM Energy shareholders are primarily institutional investors at 16.48%, followed by 0.94% insiders and 82.58% retail investors. The average institutional ownership in SM Energy's industry, Oil & Gas Exploration & Production Stocks, is 33.96%, which SM Energy falls below.

Who owns the most shares of SM Energy?

SM Energy’s largest shareholders are Blackrock funding, inc. /de (20.93M shares, 18.23%), Blackrock (19.71M shares, 17.05%), and Vanguard group (13.52M shares, 11.77%). Together, they hold 47.05% 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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