Latest Period
Q1 2026
Security Snapshot
SM Energy Co - Common Stock (SM) Institutional Ownership
CUSIP: 78454L100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
507
Shares (Excl. Options)
227,062,077
Price
$31.18
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- Type / Class
- Equity / Common Stock
- Symbol
- SM on NYSE
- Shares outstanding
- 237,603,131
- Price per share
- $31.17
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 227,062,077
- Total reported value
- $7,078,742,547
- % of total 13F portfolios
- 0.01%
- Share change
- +100,454,167
- Value change
- +$3,216,495,232
- Number of holders
- 507
- Price from insider filings
- $31.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SM - SM Energy Co - Common Stock is tracked under CUSIP 78454L100.
- 507 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 342 to 507 between Q4 2025 and Q1 2026.
- Reported value moved from $2,107,106,521 to $7,078,742,547.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 507 institutions filings for Q1 2026.
Security key
78454L100
Latest holder period
Q1 2026
13F holders
507
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
SM full holder history
SM Energy Co SEC filings
SM Energy Co company facts
SM Energy Co insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 78454L100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
SM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | +45% | $702,892,638 | +$227,311,938 | 33,455,147 | +48% | BlackRock, Inc. | 28 Feb 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.4% | $479,354,897 | 15,373,794 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| CANADA PENSION PLAN INVESTMENT BOARD | 6.1% | $417,566,119 | 14,493,791 | CPPIB Crestone Peak Resources Canada Inc. | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $381,640,581 | 12,239,916 | Vanguard Capital Management | 31 Mar 2026 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.9% | $104,132,857 | 5,568,602 | Dimensional Fund Advisors LP | 31 Dec 2025 |
As of 31 Mar 2026, 507 institutional investors reported holding 227,062,077 shares of SM Energy Co - Common Stock (SM). This represents 96% of the company’s total 237,603,131 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
74%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | 38,431,787 | +84% | 0.02% | $1,198,303,132 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.4% | 15,234,489 | 0% | 0.02% | $475,011,367 |
| CANADA PENSION PLAN INVESTMENT BOARD | 6.1% | 14,493,791 | +2296% | 0.29% | $451,916,403 |
| STATE STREET CORP | 5.3% | 12,495,962 | +100% | 0.01% | $389,624,095 |
| ARISTEIA CAPITAL, L.L.C. | 4.6% | 10,841,846 | +2956% | 7.8% | $338,048,758 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 10,537,773 | 0% | 0.01% | $328,567,762 |
| DIMENSIONAL FUND ADVISORS LP | 4.2% | 9,995,353 | +79% | 0.06% | $311,677,829 |
| AMERICAN CENTURY COMPANIES INC | 3.8% | 8,923,624 | +88% | 0.14% | $278,238,596 |
| DONALD SMITH & CO., INC. | 3% | 7,208,899 | 4.1% | $224,773,471 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 5,698,553 | +109% | 0.01% | $177,724,063 |
| MILLENNIUM MANAGEMENT LLC | 2.1% | 5,032,906 | +77% | 0.12% | $156,926,009 |
| JPMORGAN CHASE & CO | 1.7% | 4,051,222 | +32% | 0.01% | $130,165,763 |
| FMR LLC | 1.7% | 4,018,416 | +3136% | 0.01% | $125,294,221 |
| MORGAN STANLEY | 1.5% | 3,511,681 | +106% | 0.01% | $109,494,256 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2% | 2,942,244 | +1.5% | 0.16% | $91,739,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 2,899,774 | +111% | 0.01% | $90,414,953 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.2% | 2,749,950 | +1779% | 0.02% | $85,743,441 |
| MACKENZIE FINANCIAL CORP | 1.1% | 2,676,731 | 0.1% | $83,460,473 | |
| NORTHERN TRUST CORP | 1.1% | 2,654,611 | +116% | 0.01% | $82,770,772 |
| GOLDMAN SACHS GROUP INC | 1% | 2,408,516 | +170% | 0.01% | $75,097,521 |
| Nuveen, LLC | 0.99% | 2,360,486 | +183% | 0.02% | $73,599,954 |
| UBS Group AG | 0.88% | 2,079,848 | +212% | 0.01% | $64,849,661 |
| VANGUARD FIDUCIARY TRUST CO | 0.63% | 1,485,194 | 0% | 0.01% | $46,308,349 |
| Bank of New York Mellon Corp | 0.6% | 1,417,686 | +95% | 0.01% | $44,203,442 |
| FEARNLEY ASSET MANAGEMENT AS | 0.58% | 1,389,562 | +59% | 14% | $43,326,543 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 227,062,077 | $7,078,742,547 | +$3,216,495,232 | $31.18 | 507 |
| 2025 Q4 | 112,602,002 | $2,107,106,521 | -$239,224,958 | $18.70 | 342 |
| 2025 Q3 | 117,149,287 | $2,925,176,416 | +$70,688,850 | $24.97 | 378 |
| 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 |