SM Energy Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 20.38 M | $508.77 M | 2.38% | 17.79% |
| VANGUARD GROUP INC | 11/07/2025 | 13.86 M | $346.01 M | -6.64% | 12.10% |
| STATE STREET CORP | 11/14/2025 | 6.15 M | $153.57 M | 7.21% | 5.37% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 5.92 M | $147.88 M | 0.53% | 5.17% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 4.59 M | $114.50 M | 8.93% | 4.00% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2025 | 3.64 M | $90.83 M | -2.52% | 3.18% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.43 M | $85.57 M | 1.57% | 2.99% |
| MACQUARIE GROUP LTD | 11/13/2025 | 3.17 M | $79.08 M | -7.78% | 2.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.66 M | $66.56 M | -1.67% | 2.33% |
| WOODLINE PARTNERS LP | 11/14/2025 | 2.43 M | $60.67 M | 198.95% | 2.12% |
| INVESCO LTD. | 11/13/2025 | 2.32 M | $58.01 M | 1.47% | 2.03% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 1.80 M | $44.89 M | 100.00% | 1.57% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.76 M | $43.86 M | 53.53% | 1.53% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 1.72 M | $42.99 M | -0.94% | 1.50% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.37 M | $34.19 M | 85.74% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.35 M | $33.82 M | 5.08% | 1.18% |
| MORGAN STANLEY | 11/14/2025 | 1.31 M | $32.63 M | -15.41% | 1.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.30 M | $32.57 M | -0.82% | 1.14% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 1.21 M | $30.28 M | 19.95% | 1.06% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/23/2025 | 1.19 M | $29.61 M | 136.85% | 1.04% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 1.16 M | $28.96 M | -1.87% | 1.01% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.04 M | $26.07 M | -3.50% | 0.91% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 1.03 M | $25.63 M | 0.73% | 0.90% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 949.40 K | $23.71 M | -27.61% | 0.83% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 929.46 K | $23.21 M | -14.59% | 0.81% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 896.33 K | $22.38 M | 4.07% | 0.78% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 881.22 K | $22.00 M | 7.85% | 0.77% |
| NUVEEN, LLC | 11/12/2025 | 851.71 K | $21.27 M | -3.56% | 0.74% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2025 | 796.95 K | $19.90 M | 4.06% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 772.77 K | $19.30 M | -28.61% | 0.67% |
| JANE STREET GROUP, LLC | 11/14/2025 | 654.75 K | $16.35 M | -14.28% | 0.57% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 616.87 K | $15.40 M | 100.66% | 0.54% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 606.82 K | $15.15 M | 3.87% | 0.53% |
| SEI INVESTMENTS CO | 11/13/2025 | 593.86 K | $14.83 M | 8.58% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 592.94 K | $14.81 M | 5.26% | 0.52% |
| ABRDN PLC | 11/07/2025 | 582.65 K | $14.61 M | 4.18% | 0.51% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 574.11 K | $14.34 M | 70.58% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 555.02 K | $13.86 M | -2.20% | 0.48% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 542.19 K | $13.54 M | 1.64% | 0.47% |
| UBS GROUP AG | 11/13/2025 | 541.62 K | $13.52 M | 69.14% | 0.47% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/10/2025 | 530.03 K | $13.23 M | -15.01% | 0.46% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 514.96 K | $12.86 M | -0.62% | 0.45% |
| GLENMEDE INVESTMENT MANAGEMENT, LP | 11/13/2025 | 487.74 K | $12.18 M | -5.21% | 0.43% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 486.18 K | $12.14 M | 100.00% | 0.42% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2025 | 482.15 K | $12.04 M | 38.14% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 480.92 K | $12.01 M | -8.95% | 0.42% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 470.03 K | $11.74 M | 0.62% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 448.44 K | $11.20 M | 2.49% | 0.39% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 444.30 K | $11.09 M | -2.80% | 0.39% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 419.26 K | $10.47 M | 404.23% | 0.37% |
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SM Energy Company institutional Ownership - FAQ's
During the previous two years, 566 institutional investors and hedge funds held shares of SM Energy Company. The most heavily invested institutionals were:
BlackRock, Inc.: 20.38 M
VANGUARD GROUP INC: 13.86 M
STATE STREET CORP: 6.15 M
DIMENSIONAL FUND ADVISORS LP: 5.92 M
AMERICAN CENTURY COMPANIES INC: 4.59 M
WESTWOOD HOLDINGS GROUP INC: 3.64 M
102.81% of SM Energy Company stock is owned by institutional investors.
Institutional investors have bought a total of 163.71 M shares in the last 24 months. This purchase volume represents approximately $4.23 B in transactions.