SM Energy Co - Common Stock (SM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SM on NYSE
Shares outstanding
238,272,853
Price per share
$18.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
84,222,143
Total reported value
$1,576,325,514
% of total 13F portfolios
0%
Share change
-5,595,113
Value change
-$144,181,920
Number of holders
243
Price from insider filings
$18.59
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SM Energy Co - Common Stock (SM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.5% -33% $423,291,723 +$112,713,577 22,635,921 +36% BlackRock, Inc. 31 Jan 2026
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 31 Dec 2025, 243 institutional investors reported holding 84,222,143 shares of SM Energy Co - Common Stock (SM). This represents 35% of the company’s total 238,272,853 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SM Energy Co - Common Stock (SM) together control 30% 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. 8.8% 20,930,881 +2.7% 0.01% $391,407,474
VANGUARD GROUP INC 5.7% 13,520,158 -2.4% 0% $252,826,956
STATE STREET CORP 2.6% 6,257,360 +1.7% 0% $118,267,323
DIMENSIONAL FUND ADVISORS LP 2.3% 5,568,602 -6% 0.02% $104,133,230
AMERICAN CENTURY COMPANIES INC 2% 4,737,327 +3.3% 0.04% $88,588,023
JPMORGAN CHASE & CO 1.3% 3,063,740 -11% 0% $57,291,938
GEODE CAPITAL MANAGEMENT, LLC 1.1% 2,721,147 +2.1% 0% $50,897,124
Alyeska Investment Group, L.P. 0.95% 2,271,757 +268% 0.12% $42,481,856
MORGAN STANLEY 0.72% 1,706,953 +31% 0% $31,920,045
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.58% 1,374,143 +1.5% 0% $25,696,474
Fisher Asset Management, LLC 0.4% 944,067 +5.3% 0.01% $17,654,052
GOLDMAN SACHS GROUP INC 0.37% 890,591 -35% 0% $16,654,060
Nuveen, LLC 0.35% 833,167 -2.2% 0% $15,580,223
VICTORY CAPITAL MANAGEMENT INC 0.34% 816,893 +35% 0.01% $15,275,899
JANE STREET GROUP, LLC 0.33% 786,885 +20% 0.02% $14,714,750
FIRST TRUST ADVISORS LP 0.31% 746,716 -21% 0.01% $13,963,596
Bank of New York Mellon Corp 0.3% 725,234 -31% 0% $13,561,880
UBS Group AG 0.28% 666,070 +23% 0% $12,455,509
WEDGE CAPITAL MANAGEMENT L L P/NC 0.26% 617,859 +17% 0.21% $11,553,963
Thomist Capital Management, LP 0.23% 552,905 2.8% $10,383,556
PRINCIPAL FINANCIAL GROUP INC 0.23% 545,954 -1.6% 0.01% $10,209,340
NEW YORK STATE COMMON RETIREMENT FUND 0.22% 525,860 +2.1% 0.01% $9,833,582
PANAGORA ASSET MANAGEMENT INC 0.21% 500,591 +6.5% 0.03% $9,361,052
LSV ASSET MANAGEMENT 0.17% 415,900 -6.4% 0.02% $7,777,000
ENVESTNET ASSET MANAGEMENT INC 0.17% 399,304 -33% 0% $7,466,993

Institutional Holders of SM Energy Co - Common Stock (SM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 84,222,143 $1,576,325,514 -$144,181,920 $18.70 243
2025 Q3 117,148,021 $2,925,144,803 +$70,894,353 $24.97 376
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