SM Energy Co (SM) Ownership

29.77 ↓0.18 (-0.60%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SM Energy Co (SM), owning a total of 18.1 million shares. Combined, the top 40 institutional holders of SM own 100.09% of the company with a total of 115.3 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders decreased their combined ownership of SM by 835 thousand shares. 13 institutions bought 3,010,758 total additional shares and increased their ownership by an average of 19.65%. However 8 institutions sold 3,845,478 total shares and decreased their ownership by an average of 9.4%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of SM Energy Co decreased by a net total of -834,720 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.783%0.758%18,065,151135,9232024-12-31
Vanguard Group Inc13.279%0.209%15,199,51031,6862024-12-31
Dimensional Fund Advisors, Inc.5.725%0.242%6,552,55615,8282024-12-31
State Street Corp5.339%-2.803%6,111,573-176,2422024-12-31
JPMorgan Chase & Co4.047%-38.990%4,632,255-2,960,3972024-12-31
Pacer Advisors, INC.3.615%-7.299%4,137,670-325,7732024-12-31
American Century Companies Inc3.217%8.761%3,682,093296,6012024-12-31
First Trust Advisors L.P.2.344%40.086%2,683,131767,7792024-12-31
Geode Capital Management, LLC2.341%-0.529%2,679,129-14,2432024-12-31
Macquarie Group Ltd2.112%20.812%2,417,631416,4852024-12-31
Westwood Holdings Group Inc1.851%2.037%2,118,29742,2972024-12-31
River Road Asset Management, LLC1.545%-1.348%1,768,416-24,1572024-12-31
Citadel Advisors Llc1.423%157.885%1,628,899997,2602024-12-31
Northern Trust Corp1.266%10.711%1,449,483140,2282024-12-31
Morgan Stanley - Brokerage Accounts1.234%2.857%1,412,80439,2372024-12-31
Goldman Sachs Group Inc1.181%-6.032%1,351,315-86,7422024-12-31
Charles Schwab Investment Management Inc1.097%2.682%1,255,84132,8032024-12-31
Bank of New York Mellon Corp1.079%2.139%1,234,89025,8572024-12-31
Frontier Capital Management CO Inc1.064%-0.639%1,217,637-7,8282024-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.026%-17.553%1,174,731-250,0962024-12-31
Channing Capital Management, LLC1.020%6.262%1,167,03368,7742024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.783%0.758%18,065,151135,9232024-12-31
Vanguard Group Inc13.279%0.209%15,199,51031,6862024-12-31
Dimensional Fund Advisors, Inc.5.725%0.242%6,552,55615,8282024-12-31
State Street Corporation5.466%-6.309%6,253,497-421,1132024-03-31
State Street Corp5.339%-2.803%6,111,573-176,2422024-12-31
JPMorgan Chase & Co4.047%-38.990%4,632,255-2,960,3972024-12-31
Pacer Advisors, INC.3.615%-7.299%4,137,670-325,7732024-12-31
American Century Companies Inc3.217%8.761%3,682,093296,6012024-12-31
First Trust Advisors L.P.2.344%40.086%2,683,131767,7792024-12-31
Geode Capital Management, LLC2.341%-0.529%2,679,129-14,2432024-12-31
Macquarie Group Ltd2.112%20.812%2,417,631416,4852024-12-31
Wellington Management Company LLP1.976%7.289%2,381,409161,7912022-12-31
Millennium Management LLC1.945%0.377%2,262,0788,4862023-09-30
Arrowstreet Capital Limited Partnership1.895%12.548%2,168,024241,7122024-06-30
Westwood Holdings Group Inc1.851%2.037%2,118,29742,2972024-12-31
Springbok Capital Management, LLC1.630%0.000%2,001,2572,001,2572022-06-30
Marshall Wace Asset Management Ltd1.565%-11.100%1,886,025-235,4982022-12-31
River Road Asset Management, LLC1.545%-1.348%1,768,416-24,1572024-12-31
Citadel Advisors Llc1.423%157.885%1,628,899997,2602024-12-31
T. Rowe Price Investment Management,Inc.1.369%-43.264%1,566,857-1,194,8012024-06-30
D. E. Shaw & Co LP1.270%-0.622%1,476,593-9,2432023-06-30
Northern Trust Corp1.266%10.711%1,449,483140,2282024-12-31
Assenagon Asset Management SA1.192%85.305%1,436,360661,2262022-12-31
Morgan Stanley - Brokerage Accounts1.234%2.857%1,412,80439,2372024-12-31
Advisory Research Inc1.163%-4.540%1,401,845-66,6652022-12-31
Aventail Capital Group, LP1.209%234.062%1,390,797974,4682023-12-31
Goldman Sachs Group Inc1.181%-6.032%1,351,315-86,7422024-12-31
Balyasny Asset Management LLC1.101%-22.246%1,280,709-366,4242023-06-30
Charles Schwab Investment Management Inc1.097%2.682%1,255,84132,8032024-12-31
Bank of New York Mellon Corp1.079%2.139%1,234,89025,8572024-12-31
Frontier Capital Management CO Inc1.064%-0.639%1,217,637-7,8282024-12-31
Renaissance Technologies Corp1.041%-28.823%1,191,500-482,5002024-06-30
Ameriprise Financial Inc1.029%8.753%1,177,07994,7372024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.026%-17.553%1,174,731-250,0962024-12-31
Channing Capital Management, LLC1.020%6.262%1,167,03368,7742024-12-31
GW&K Investment Management, LLC0.932%875.385%1,122,6001,007,5072022-12-31
T. Rowe Price Associates, Inc.0.944%-19.150%1,119,852-265,2502023-03-31
Amvescap Plc.0.963%-46.109%1,107,193-947,3102023-12-31
Palisade Capital Management LLc0.948%14.839%1,103,166142,5502023-09-30
William Blair Investment Management, LLC0.869%-2.105%1,010,713-21,7332023-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of SM Energy Co (SM), owning a total of 7.3 million shares. Combined, the top 44 mutual fund holders of SM own 62.60% of the company with a total of 72.2 million shares.

In the latest ownership report on February 28th 2025, the top 44 fund holders increased their combined ownership of SM by 48 thousand shares. 5 funds bought 26,280 total additional shares and increased their ownership by an average of 0.24%. However 6 funds sold 74,283 total shares and decreased their ownership by an average of 0.53%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding SM Energy Co decreased by a net total of -48,003 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.371%-0.022%7,292,670-1,6142025-02-28
Vanguard Total Stock Mkt Idx Inv3.148%0.064%3,602,9082,3022025-02-28
Pacer US Small Cap Cash Cows 100 ETF3.120%-0.722%3,571,692-25,9672025-02-28
Avantis US Small Cap Value ETF2.871%0.287%3,286,5539,4162025-02-28
iShares Russell 2000 ETF2.600%-1.162%2,975,627-34,9672025-02-28
Vanguard Small Cap Index2.552%0.081%2,921,2542,3732025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.517%0.436%1,736,8867,5432025-02-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.311%0.311%1,500,8274,6462025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF0.889%-0.111%1,017,494-1,1342025-02-28
Vanguard Small Cap Value Index Inv0.840%-0.407%961,438-3,9242025-02-28
iShares Russell 2000 Value ETF0.770%-0.752%881,112-6,6772025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.371%-0.022%7,292,670-1,6142025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.252%1.372%3,782,15051,1932023-03-31
Vanguard Total Stock Mkt Idx Inv3.148%0.064%3,602,9082,3022025-02-28
Pacer US Small Cap Cash Cows 100 ETF3.120%-0.722%3,571,692-25,9672025-02-28
Avantis US Small Cap Value ETF2.871%0.287%3,286,5539,4162025-02-28
iShares Russell 2000 ETF2.600%-1.162%2,975,627-34,9672025-02-28
Vanguard Small Cap Index2.552%0.081%2,921,2542,3732025-02-28
First Trust SMID Cp Rising Div Achv ETF2.101%0.215%2,405,2385,1502025-02-27
Macquarie Small Cap Core I1.714%0.000%1,961,71302025-01-31
Delaware US Small Cap Core Equity (SMA)1.552%3.989%1,775,37368,0952024-03-31
Macquarie US Small Cap Core Equity1.552%3.989%1,775,37368,0952024-03-31
Delaware Small Cap Core I1.537%9.218%1,758,248148,3992024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.517%0.436%1,736,8867,5432025-02-28
Vanguard Extended Market Index Investor1.392%-0.018%1,651,535-2902023-08-31
JPM US Small Cap Core-Composite1.423%14.387%1,629,195204,9062024-12-31
JPM Small Cap Equity-MA1.423%14.387%1,629,195204,9062024-12-31
DFA US Small Cap Value I1.415%0.000%1,620,12802025-01-31
JPMorgan Small Cap Equity A1.356%-4.719%1,552,318-76,8772025-01-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.311%0.311%1,500,8274,6462025-02-28
Avantis® U.S. Small Cap Value ETF1.094%0.000%1,298,66802023-07-29
Fidelity® Small Cap Index0.995%2.772%1,157,10331,2062023-10-31
Fidelity Small Cap Index1.004%-0.929%1,148,925-10,7752024-12-31
iShares S&P Small-Cap 600 Growth ETF0.979%0.000%1,120,43502024-11-30
Vanguard Strategic Equity Inv0.963%-4.566%1,102,362-52,7432024-12-31
First Trust Nasdaq Oil & Gas ETF0.880%0.232%1,081,0332,5002022-11-30
Nomura High-Yield Corp Bd Open MF0.906%0.000%1,075,00002022-11-07
SPDR® Portfolio S&P 600 Sm Cap ETF0.890%-0.143%1,023,364-1,4632024-05-30
DFA US Targeted Value I0.891%0.000%1,020,08802025-01-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.889%-0.111%1,017,494-1,1342025-02-28
T. Rowe Price Small-Cap Value0.868%-10.770%992,948-119,8522024-06-30
Vanguard Small Cap Value Index Inv0.840%-0.407%961,438-3,9242025-02-28
iShares Russell 2000 Growth ETF0.812%0.452%957,8024,3072023-06-21
JPMorgan Small Cap Growth A0.792%-0.446%934,877-4,1902023-04-30
BlackRock Systematic Multi-Strat Instl0.760%-5.282%902,050-50,3022023-06-30
T. Rowe Price QM US Small-Cap Gr Eq0.733%1.693%882,90014,7002022-12-31
iShares Russell 2000 Value ETF0.770%-0.752%881,112-6,6772025-02-28
WEDGE QVM-Large Cap Value0.724%13.205%854,50899,6782023-03-31
Vanguard Tax-Managed Small Cap Adm0.733%0.000%838,19602024-08-31
Vanguard Small Cap Growth Index Inv0.719%3.751%822,67829,7422024-12-31
Invesco Discovery A0.692%5.669%804,45443,1542023-11-30
Invesco OFI Small Cap Growth0.634%0.000%737,798737,7982023-09-30
DFA US Small Cap I0.630%0.000%732,31802023-10-31
BlackRock Advantage Small Cap Core Instl0.613%-3.492%726,967-26,3052023-09-30
Vanguard Mid Cap Growth Inv0.582%-2.218%690,996-15,6722023-06-30

Discussions

Please log in or register to share your thoughts.

dandanaiwo3/24/25 07:32pm

$SM Looks like a solid reversal - retesting support right now
definitely thinking about swinging this

0 Like Report
SayMyName3/6/25 09:53pm

$SM Dip buyers are going to get wrecked

0 Like Report
bulls_only9/3/24 08:30pm

$SM Algorithms are playing games

0 Like Report