SM Energy Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 38.43 M | $1.20 B | 83.61% | 33.42% |
| 05/08/2026 | 15.23 M | $475.01 M | 100.00% | 13.25% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 14.49 M | $451.92 M | 2,296.06% | 12.60% |
| STATE STREET CORP | 05/15/2026 | 12.50 M | $389.62 M | 99.70% | 10.87% |
| ARISTEIA CAPITAL LLC | 05/15/2026 | 10.84 M | $338.05 M | 2,955.87% | 9.43% |
| 05/15/2026 | 10.54 M | $328.57 M | 100.00% | 9.16% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 10.00 M | $311.68 M | 79.49% | 8.69% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 8.92 M | $278.24 M | 88.37% | 7.76% |
| DONALD SMITH & CO., INC. | 05/14/2026 | 7.21 M | $224.77 M | 100.00% | 6.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.70 M | $177.72 M | 109.42% | 4.96% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 5.03 M | $156.93 M | 77.48% | 4.38% |
| JPMORGAN CHASE & CO | 05/13/2026 | 4.05 M | $130.17 M | 32.23% | 3.52% |
| FMR LLC | 05/15/2026 | 4.02 M | $125.29 M | 3,136.35% | 3.49% |
| MORGAN STANLEY | 05/15/2026 | 3.51 M | $109.49 M | 105.73% | 3.05% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 2.94 M | $91.74 M | 1.53% | 2.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.90 M | $90.41 M | 111.02% | 2.52% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.75 M | $85.74 M | 1,779.47% | 2.39% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 2.68 M | $83.46 M | 100.00% | 2.33% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.65 M | $82.77 M | 116.12% | 2.31% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.41 M | $75.10 M | 170.44% | 2.09% |
| NUVEEN, LLC | 04/30/2026 | 2.36 M | $73.60 M | 183.31% | 2.05% |
| UBS GROUP AG | 05/05/2026 | 2.08 M | $64.85 M | 212.26% | 1.81% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.49 M | $46.31 M | 100.00% | 1.29% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.42 M | $44.20 M | 95.48% | 1.23% |
| 05/15/2026 | 1.39 M | $43.33 M | 58.64% | 1.21% | |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 1.29 M | $40.24 M | 72.82% | 1.12% |
| WEBS CREEK CAPITAL MANAGEMENT LP | 05/15/2026 | 1.29 M | $40.08 M | 100.00% | 1.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.26 M | $39.32 M | -11.23% | 1.10% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 1.23 M | $38.30 M | 11,231.96% | 1.07% |
| INVESCO LTD. | 05/12/2026 | 1.14 M | $35.44 M | 49.10% | 0.99% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 1.13 M | $35.12 M | 37.89% | 0.98% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.10 M | $34.33 M | 101.68% | 0.96% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.08 M | $33.64 M | 120.62% | 0.94% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 981.39 K | $30.60 M | 3.95% | 0.85% |
| PALISADE CAPITAL MANAGEMENT, LP | 05/15/2026 | 972.26 K | $30.31 M | -1.66% | 0.85% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 909.60 K | $28.36 M | 8,355.88% | 0.79% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 809.82 K | $25.25 M | 104.23% | 0.70% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 782.40 K | $24.40 M | 752.29% | 0.68% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 772.24 K | $24.31 M | 42.34% | 0.67% |
| RHUMBLINE ADVISERS | 05/12/2026 | 735.78 K | $22.94 M | 94.73% | 0.64% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 05/14/2026 | 731.63 K | $22.81 M | 91.27% | 0.64% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 05/14/2026 | 716.92 K | $22.35 M | 100.00% | 0.62% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 701.86 K | $21.88 M | 81.75% | 0.61% |
| ENCOMPASS CAPITAL ADVISORS LLC | 05/15/2026 | 697.80 K | $21.76 M | 100.00% | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 626.12 K | $19.52 M | 145.81% | 0.54% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 625.61 K | $19.51 M | 24.97% | 0.54% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 602.30 K | $18.78 M | 100.00% | 0.52% |
| GLENMEDE TRUST CO NA | 05/26/2026 | 597.42 K | $18.63 M | 32.80% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 581.80 K | $18.14 M | 297.40% | 0.51% |
| CORIGLIANO INVESTMENT ADVISERS, LLC | 05/15/2026 | 560.00 K | $17.46 M | 21.00% | 0.49% |
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SM Energy Co institutional Ownership - FAQ's
During the previous two years, 695 institutional investors and hedge funds held shares of SM Energy Co. The most heavily invested institutionals were:
BlackRock, Inc.: 38.43 M
CANADA PENSION PLAN INVESTMENT BOARD: 14.49 M
STATE STREET CORP: 12.5 M
ARISTEIA CAPITAL LLC: 10.84 M
DIMENSIONAL FUND ADVISORS LP: 10 M
AMERICAN CENTURY COMPANIES INC: 8.92 M
193.95% of SM Energy Co stock is owned by institutional investors.
Institutional investors have bought a total of 259.48 M shares in the last 24 months. This purchase volume represents approximately $6.75 B in transactions.