SM Energy Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 20.93 M | $391.41 M | 2.73% | 18.23% |
| VANGUARD GROUP INC | 01/29/2026 | 13.52 M | $252.83 M | -2.43% | 11.77% |
| STATE STREET CORP | 02/13/2026 | 6.26 M | $118.27 M | 1.74% | 5.45% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 5.57 M | $104.13 M | -5.96% | 4.85% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 4.74 M | $88.59 M | 3.31% | 4.13% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.06 M | $57.29 M | -10.60% | 2.67% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 2.90 M | $54.19 M | 100.00% | 2.52% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 2.84 M | $53.03 M | 205.09% | 2.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.72 M | $50.90 M | 2.11% | 2.37% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 2.27 M | $42.48 M | 268.27% | 1.98% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.78 M | $33.35 M | 73.74% | 1.55% |
| MORGAN STANLEY | 02/13/2026 | 1.71 M | $31.92 M | 30.61% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.42 M | $26.57 M | -19.11% | 1.24% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.41 M | $26.42 M | 236.93% | 1.23% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 1.39 M | $26.07 M | -22.46% | 1.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.37 M | $25.70 M | 1.47% | 1.20% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.23 M | $22.97 M | -5.83% | 1.07% |
| ALGERT GLOBAL LLC | 02/17/2026 | 1.21 M | $22.62 M | 462.77% | 1.05% |
| SAGEFIELD CAPITAL LP | 02/17/2026 | 1.08 M | $20.27 M | 100.00% | 0.94% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 988.64 K | $18.49 M | -14.76% | 0.86% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 944.07 K | $17.65 M | 5.33% | 0.82% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 890.59 K | $16.65 M | -34.96% | 0.78% |
| 03/03/2026 | 875.90 K | $16.38 M | 100.00% | 0.76% | |
| NUVEEN, LLC | 02/12/2026 | 833.17 K | $15.58 M | -2.18% | 0.73% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 816.89 K | $15.28 M | 34.62% | 0.71% |
| JANE STREET GROUP, LLC | 02/12/2026 | 786.89 K | $14.71 M | 20.18% | 0.69% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 784.78 K | $14.68 M | -10.94% | 0.68% |
| INVESCO LTD. | 02/19/2026 | 762.39 K | $14.26 M | -67.18% | 0.66% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 746.72 K | $13.96 M | -21.35% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 725.23 K | $13.56 M | -30.53% | 0.63% |
| UBS GROUP AG | 01/29/2026 | 666.07 K | $12.46 M | 22.98% | 0.58% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/14/2026 | 617.86 K | $11.55 M | 16.57% | 0.54% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 604.90 K | $11.31 M | 262.00% | 0.53% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 566.06 K | $10.59 M | 100.00% | 0.49% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 564.73 K | $10.56 M | 16.16% | 0.49% |
| THOMIST CAPITAL MANAGEMENT, LP | 02/13/2026 | 552.91 K | $10.38 M | 100.00% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 545.95 K | $10.21 M | -1.63% | 0.48% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 542.52 K | $10.15 M | 0.06% | 0.47% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 525.86 K | $9.83 M | 2.12% | 0.46% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 500.59 K | $9.36 M | 6.50% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 489.07 K | $9.15 M | 100.73% | 0.43% |
| CORIGLIANO INVESTMENT ADVISERS, LLC | 02/17/2026 | 462.80 K | $8.65 M | 100.00% | 0.40% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 449.85 K | $8.41 M | 100.00% | 0.39% |
| SUMMITTX CAPITAL, L.P. | 02/17/2026 | 448.56 K | $8.39 M | 100.00% | 0.39% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 415.90 K | $7.78 M | -6.39% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 399.30 K | $7.47 M | -32.66% | 0.35% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 399.01 K | $7.46 M | 11.89% | 0.35% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 397.04 K | $7.42 M | 24.31% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 396.51 K | $7.41 M | -11.58% | 0.35% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 386.17 K | $7.22 M | -32.74% | 0.34% |
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SM Energy Co institutional Ownership - FAQ's
During the previous two years, 666 institutional investors and hedge funds held shares of SM Energy Co. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 10 M
Nuveen, LLC: 2.36 M
UBS Group AG: 2.08 M
VANGUARD FIDUCIARY TRUST CO: 1.49 M
Bank of New York Mellon Corp: 1.42 M
Invesco Ltd.: 1.14 M
98.07% of SM Energy Co stock is owned by institutional investors.
Institutional investors have bought a total of 173.19 M shares in the last 24 months. This purchase volume represents approximately $4.50 B in transactions.