| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $410,394,972 | 16,608,457 | BlackRock, Inc. | 30 Jun 2025 | |||
| VANGUARD GROUP INC | 12% | -9.8% | $345,998,103 | -$35,263,533 | 13,856,552 | -9.2% | The Vanguard Group | 30 Sep 2025 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | $104,132,857 | 5,568,602 | Dimensional Fund Advisors LP | 31 Dec 2025 |
As of 30 Sep 2025, 375 institutional investors reported holding 117,740,806 shares of SM Energy Co - Common Stock (SM). This represents 104% of the company’s total 113,644,939 outstanding shares.
The largest institutional shareholders of SM Energy Co - Common Stock (SM) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18% | 20,375,368 | +2.4% | 0.01% | $508,772,934 |
| VANGUARD GROUP INC | 12% | 13,857,207 | -6.6% | 0.01% | $346,014,458 |
| STATE STREET CORP | 5.4% | 6,150,065 | +7.2% | 0.01% | $153,567,123 |
| DIMENSIONAL FUND ADVISORS LP | 5.2% | 5,921,769 | +0.53% | 0.03% | $147,876,306 |
| AMERICAN CENTURY COMPANIES INC | 4% | 4,585,624 | +8.9% | 0.06% | $114,503,042 |
| WESTWOOD HOLDINGS GROUP INC | 3.2% | 3,637,348 | -2.5% | 0.65% | $90,825,000 |
| JPMORGAN CHASE & CO | 3% | 3,426,926 | +1.6% | 0.01% | $85,570,358 |
| MACQUARIE GROUP LTD | 2.8% | 3,166,912 | -7.8% | 0.09% | $79,078,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 2,664,960 | -1.7% | 0% | $66,557,978 |
| Woodline Partners LP | 2.1% | 2,429,518 | +199% | 0.29% | $60,665,064 |
| Invesco Ltd. | 2% | 2,323,065 | +1.5% | 0.01% | $58,006,932 |
| Point72 Asset Management, L.P. | 1.6% | 1,797,920 | 0.1% | $44,894,071 | |
| BANK OF AMERICA CORP /DE/ | 1.5% | 1,756,496 | +54% | 0% | $43,859,710 |
| River Road Asset Management, LLC | 1.5% | 1,721,765 | -0.94% | 0.48% | $42,992,472 |
| GOLDMAN SACHS GROUP INC | 1.2% | 1,369,305 | +86% | 0% | $34,191,556 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 1,354,265 | +5.1% | 0.01% | $33,815,997 |
| MORGAN STANLEY | 1.1% | 1,306,864 | -15% | 0% | $32,632,447 |
| NORTHERN TRUST CORP | 1.1% | 1,304,306 | -0.82% | 0% | $32,568,520 |
| CONGRESS ASSET MANAGEMENT CO | 1.1% | 1,212,775 | +20% | 0.2% | $30,282,993 |
| Tributary Capital Management, LLC | 1% | 1,185,762 | +137% | 1.4% | $29,608,478 |
| PALISADE CAPITAL MANAGEMENT, LP | 1% | 1,159,841 | -1.9% | 0.79% | $28,961,230 |
| Bank of New York Mellon Corp | 0.92% | 1,043,974 | -3.5% | 0% | $26,068,029 |
| Balyasny Asset Management L.P. | 0.9% | 1,026,445 | +0.73% | 0.05% | $25,630,332 |
| FIRST TRUST ADVISORS LP | 0.84% | 949,398 | -28% | 0.02% | $23,706,478 |
| MILLENNIUM MANAGEMENT LLC | 0.82% | 929,463 | -15% | 0.02% | $23,208,691 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,628,454 | $30,460,036 | -$26,698,674 | $18.70 | 33 |
| 2025 Q3 | 117,740,806 | $2,939,948,861 | +$82,500,807 | $24.97 | 375 |
| 2025 Q2 | 114,515,161 | $2,835,108,818 | -$59,565,025 | $24.71 | 364 |
| 2025 Q1 | 116,163,541 | $3,478,144,660 | -$30,765,621 | $29.95 | 401 |
| 2024 Q4 | 115,124,305 | $4,464,754,494 | -$62,907,232 | $38.76 | 421 |
| 2024 Q3 | 116,487,581 | $4,660,296,440 | +$157,832,681 | $39.97 | 415 |
| 2024 Q2 | 113,920,440 | $4,925,766,465 | -$39,018,725 | $43.23 | 416 |
| 2024 Q1 | 114,599,165 | $5,711,500,489 | +$292,404,185 | $49.85 | 386 |
| 2023 Q4 | 109,691,288 | $4,247,271,589 | +$138,314,941 | $38.72 | 364 |
| 2023 Q3 | 106,205,313 | $4,210,651,280 | -$71,876,659 | $39.65 | 369 |
| 2023 Q2 | 108,061,782 | $3,416,609,372 | +$29,025,288 | $31.63 | 304 |
| 2023 Q1 | 107,243,235 | $3,020,018,344 | -$162,713,348 | $28.16 | 291 |
| 2022 Q4 | 111,884,139 | $3,896,019,528 | +$40,270,250 | $34.83 | 339 |
| 2022 Q3 | 109,972,301 | $4,137,136,795 | +$50,056,765 | $37.61 | 301 |
| 2022 Q2 | 108,400,409 | $3,707,308,778 | +$139,016,638 | $34.19 | 297 |
| 2022 Q1 | 104,583,600 | $4,075,604,143 | +$62,345,489 | $38.95 | 290 |
| 2021 Q4 | 103,515,370 | $3,052,903,880 | +$4,612,910 | $29.48 | 254 |
| 2021 Q3 | 103,816,032 | $2,739,175,753 | +$44,361,376 | $26.38 | 230 |
| 2021 Q2 | 102,809,578 | $2,531,698,731 | +$99,696,298 | $24.63 | 218 |
| 2021 Q1 | 99,050,964 | $1,621,673,971 | +$223,065,709 | $16.37 | 175 |
| 2020 Q4 | 86,595,444 | $529,918,892 | +$49,228,883 | $6.12 | 166 |
| 2020 Q3 | 79,014,187 | $125,577,606 | -$54,568,576 | $1.59 | 155 |
| 2020 Q2 | 100,032,419 | $375,091,729 | -$7,345,461 | $3.75 | 170 |
| 2020 Q1 | 110,560,308 | $134,866,213 | -$169,464,515 | $1.22 | 157 |
| 2019 Q4 | 112,495,419 | $1,264,188,830 | -$16,755,371 | $11.24 | 204 |
| 2019 Q3 | 114,726,294 | $1,111,262,299 | -$30,447,584 | $9.69 | 201 |
| 2019 Q2 | 116,292,929 | $1,455,330,047 | +$37,989,556 | $12.52 | 215 |
| 2019 Q1 | 112,456,783 | $1,966,916,478 | -$182,486,911 | $17.49 | 242 |
| 2018 Q4 | 123,331,896 | $1,909,107,000 | -$59,617,591 | $15.48 | 224 |
| 2018 Q3 | 121,181,348 | $3,820,214,181 | -$287,968,112 | $31.53 | 268 |
| 2018 Q2 | 130,587,691 | $3,355,176,662 | -$72,710,435 | $25.69 | 263 |
| 2018 Q1 | 134,549,049 | $2,425,938,063 | +$64,025,426 | $18.03 | 239 |
| 2017 Q4 | 129,122,592 | $2,851,563,600 | +$260,408,855 | $22.08 | 247 |
| 2017 Q3 | 118,018,928 | $2,094,856,019 | +$170,335,937 | $17.74 | 236 |
| 2017 Q2 | 108,965,691 | $1,801,157,305 | -$63,703,717 | $16.53 | 249 |
| 2017 Q1 | 109,128,591 | $2,644,736,148 | +$383,369,072 | $24.02 | 258 |
| 2016 Q4 | 99,768,499 | $3,451,930,247 | +$404,794,815 | $34.48 | 302 |
| 2016 Q3 | 86,789,570 | $3,357,468,506 | +$567,835,321 | $38.58 | 261 |
| 2016 Q2 | 72,791,369 | $1,973,570,397 | -$267,968,918 | $27.00 | 222 |
| 2016 Q1 | 83,276,487 | $1,573,784,868 | -$82,548,982 | $18.74 | 215 |
| 2015 Q4 | 83,201,177 | $1,634,188,365 | +$181,425,760 | $19.66 | 235 |
| 2015 Q3 | 72,588,780 | $2,325,692,227 | +$146,304,787 | $32.04 | 260 |
| 2015 Q2 | 68,560,007 | $3,171,715,386 | +$197,904,952 | $46.12 | 278 |
| 2015 Q1 | 62,495,760 | $3,231,705,017 | -$14,049,429 | $51.68 | 284 |
| 2014 Q4 | 63,490,295 | $2,449,232,593 | -$118,243,334 | $38.58 | 270 |
| 2014 Q3 | 64,065,318 | $4,988,730,452 | +$131,769,534 | $78.00 | 312 |
| 2014 Q2 | 62,029,069 | $5,215,342,296 | +$166,886,884 | $84.10 | 310 |
| 2014 Q1 | 59,981,043 | $4,277,582,060 | -$189,311,275 | $71.29 | 300 |