SM Energy Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 39.28 M | $1.03 B | 2.21% | 16.44% |
| STATE STREET CORP | 09/22/2026 | 11.71 M | $305.53 M | -6.32% | 10.18% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 15.43 M | $402.60 M | 1.25% | 6.45% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 14.49 M | $378.29 M | 0.00% | 6.06% |
| ARISTEIA CAPITAL LLC | 08/14/2026 | 13.00 M | $339.32 M | 19.91% | 5.44% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 10.66 M | $278.16 M | 1.13% | 4.46% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 8.94 M | $233.22 M | 0.14% | 3.74% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 8.17 M | $213.35 M | -18.22% | 3.42% |
| DONALD SMITH & CO., INC. | 08/11/2026 | 7.65 M | $199.60 M | 6.09% | 3.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 6.27 M | $163.68 M | 10.03% | 2.62% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 4.49 M | $117.28 M | -10.72% | 1.88% |
| FMR LLC | 08/13/2026 | 3.80 M | $99.13 M | -5.48% | 1.59% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 3.67 M | $95.89 M | 37.26% | 1.54% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.53 M | $92.69 M | -12.75% | 1.48% |
| MORGAN STANLEY | 08/13/2026 | 2.94 M | $76.83 M | -16.17% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.89 M | $75.51 M | -0.23% | 1.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.89 M | $75.51 M | 100.00% | 1.21% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.79 M | $72.73 M | 4.98% | 1.17% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 2.72 M | $70.89 M | -7.69% | 1.14% |
| INVESCO LTD. | 08/14/2026 | 2.43 M | $63.46 M | 113.91% | 1.02% |
| NUVEEN, LLC | 08/11/2026 | 2.32 M | $60.56 M | -1.70% | 0.97% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 2.28 M | $59.51 M | 100.00% | 0.95% |
| WEBS CREEK CAPITAL MANAGEMENT LP | 08/14/2026 | 2.04 M | $53.26 M | 58.76% | 0.85% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.92 M | $50.04 M | -20.40% | 0.80% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 1.69 M | $44.15 M | 559.95% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.66 M | $43.26 M | 16.91% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.53 M | $40.03 M | 3.26% | 0.64% |
| FEARNLEY ASSET MANAGEMENT AS | 08/14/2026 | 1.50 M | $39.06 M | 7.70% | 0.63% |
| ENCOMPASS CAPITAL ADVISORS LLC | 08/14/2026 | 1.45 M | $37.79 M | 107.52% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.31 M | $34.20 M | 3.89% | 0.55% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 1.19 M | $30.98 M | -3.38% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.10 M | $28.76 M | 0.07% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.10 M | $28.59 M | -2.74% | 0.46% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 1.09 M | $28.33 M | 124.25% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.00 M | $26.10 M | -7.31% | 0.42% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 986.85 K | $25.76 M | 0.56% | 0.41% |
| BOSTON PARTNERS | 08/04/2026 | 937.30 K | $25.03 M | 1,767.92% | 0.39% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 918.14 K | $23.96 M | -28.85% | 0.38% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 900.64 K | $23.51 M | 16.63% | 0.38% |
| CITADEL ADVISORS LLC | 09/02/2026 | 862.76 K | $22.52 M | 65.29% | 0.36% |
| UBS GROUP AG | 08/13/2026 | 844.53 K | $22.04 M | -59.39% | 0.35% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 839.54 K | $21.91 M | 2,021.44% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 782.47 K | $20.42 M | -3.38% | 0.33% |
| AEGIS FINANCIAL CORP | 08/12/2026 | 778.85 K | $20.33 M | 41.16% | 0.33% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 681.88 K | $17.80 M | -2.85% | 0.29% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2026 | 666.41 K | $17.39 M | 56.23% | 0.28% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 662.77 K | $17.30 M | 972.52% | 0.28% |
| RHUMBLINE ADVISERS | 08/12/2026 | 655.37 K | $17.11 M | -10.93% | 0.27% |
| SAGEFIELD CAPITAL LP | 08/14/2026 | 652.36 K | $17.03 M | 32.78% | 0.27% |
| BESSEMER GROUP INC | 08/12/2026 | 642.91 K | $16.78 M | 33,952.38% | 0.27% |
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SM Energy Co institutional Ownership - FAQ's
During the previous two years, 746 institutional investors and hedge funds held shares of SM Energy Co. The most heavily invested institutionals were:
CONGRESS ASSET MANAGEMENT CO /MA: 137,815
MOODY NATIONAL BANK TRUST DIVISION: 16,414
Investors Research Corp: 15,201
GAMMA Investing LLC: 11,997
Farther Finance Advisors, LLC: 3,362
Versant Capital Management, Inc: 1,955
97.52% of SM Energy Co stock is owned by institutional investors.
Institutional investors have bought a total of 293.59 M shares in the last 24 months. This purchase volume represents approximately $7.64 B in transactions.