SM Energy Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 18.07 M | $700.21 M | 0.76% | 15.79% |
| VANGUARD GROUP INC | 02/11/2025 | 15.20 M | $589.13 M | 0.21% | 13.29% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 6.55 M | $253.98 M | 0.24% | 5.73% |
| STATE STREET CORP | 02/14/2025 | 6.11 M | $236.88 M | -2.80% | 5.34% |
| JPMORGAN CHASE & CO | 02/12/2025 | 4.63 M | $179.55 M | 22.02% | 4.05% |
| PACER ADVISORS, INC. | 01/22/2025 | 4.14 M | $160.38 M | -7.30% | 3.62% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 3.68 M | $142.72 M | 8.76% | 3.22% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 2.68 M | $104.00 M | 40.09% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.68 M | $103.87 M | -0.53% | 2.34% |
| MACQUARIE GROUP LTD | 02/14/2025 | 2.42 M | $93.71 M | 20.81% | 2.11% |
| WESTWOOD HOLDINGS GROUP INC | 02/14/2025 | 2.12 M | $82.11 M | 2.04% | 1.85% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 02/07/2025 | 1.77 M | $68.54 M | -1.35% | 1.55% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.35 M | $52.38 M | -6.03% | 1.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.26 M | $48.68 M | 2.68% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.23 M | $47.86 M | 2.14% | 1.08% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/14/2025 | 1.22 M | $47.20 M | -0.64% | 1.06% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 1.17 M | $45.53 M | -17.55% | 1.03% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/07/2025 | 1.17 M | $45.23 M | 6.26% | 1.02% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/30/2025 | 1.09 M | $42.15 M | -0.29% | 0.95% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 1.02 M | $39.62 M | -6.21% | 0.89% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/14/2025 | 843,279 | $32.69 M | -0.82% | 0.74% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 733,538 | $28.43 M | -24.94% | 0.64% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 718,963 | $27.87 M | -2.68% | 0.63% |
| INVESCO LTD. | 02/13/2025 | 695,463 | $26.96 M | -12.21% | 0.61% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 635,822 | $24.64 M | 4.04% | 0.56% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 624,869 | $24.22 M | -21.89% | 0.55% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 621,405 | $24.09 M | 62.81% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 569,118 | $22.06 M | 100.00% | 0.50% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/15/2025 | 560,244 | $21.72 M | -0.02% | 0.49% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/21/2025 | 557,972 | $21.63 M | 0.10% | 0.49% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 546,956 | $21.97 M | 0.25% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 544,961 | $21.12 M | 0.99% | 0.48% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 541,781 | $21.00 M | -37.91% | 0.47% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 519,302 | $20.13 M | 214.72% | 0.45% |
| FEDERATED HERMES, INC. | 02/13/2025 | 499,445 | $19.36 M | 6.31% | 0.44% |
| UBS GROUP AG | 02/14/2025 | 473,763 | $18.36 M | 238.16% | 0.41% |
| SEI INVESTMENTS CO | 02/11/2025 | 441,863 | $17.13 M | 0.53% | 0.39% |
| TWIN TREE MANAGEMENT, LP | 02/10/2025 | 435,000 | $16.86 M | -25.18% | 0.38% |
| MACKENZIE FINANCIAL CORP | 02/20/2025 | 417,746 | $16.19 M | -5.47% | 0.37% |
| TOWNSQUARE CAPITAL LLC | 02/13/2025 | 417,139 | $16.17 M | 6.66% | 0.36% |
| RHUMBLINE ADVISERS | 01/30/2025 | 393,864 | $15.27 M | 2.04% | 0.34% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 388,761 | $15.07 M | 221.36% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 386,067 | $14.96 M | 8.25% | 0.34% |
| ABRDN PLC | 01/24/2025 | 382,111 | $14.88 M | -18.10% | 0.33% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 380,000 | $14.73 M | 100.00% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 371,803 | $14.41 M | -11.86% | 0.33% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/16/2025 | 349,268 | $15.14 M | 3.31% | 0.31% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 347,057 | $13.45 M | 25.80% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 339,597 | $13.16 M | -0.17% | 0.30% |
| FMR LLC | 02/13/2025 | 338,651 | $13.13 M | -0.34% | 0.30% |
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SM Energy Company institutional Ownership - FAQ's
During the previous two years, 584 institutional investors and hedge funds held shares of SM Energy Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 18.07 M
VANGUARD GROUP INC: 15.2 M
DIMENSIONAL FUND ADVISORS LP: 6.55 M
STATE STREET CORP: 6.11 M
JPMORGAN CHASE & CO: 4.63 M
Pacer Advisors, Inc.: 4.14 M
100.70% of SM Energy Company stock is owned by institutional investors.
Institutional investors have bought a total of 158.49 M shares in the last 24 months. This purchase volume represents approximately $6.48 B in transactions.