SEC ownership of SM Energy Co

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000893538.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
SM on NYSE
Parsed ownership sources
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000893538
Issuer location
Denver, CO

Ownership snapshot

Top shareholders of SM Energy Co (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 14% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 14%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 14%
VANGUARD PORTFOLIO MANAGEMENT LLC 6.4%
CANADA PENSION PLAN INVESTMENT BOARD 6.1%
ARISTEIA CAPITAL, L.L.C. 5.5%
VANGUARD CAPITAL MANAGEMENT LLC 5.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
13F 13D/G
14%
from 13D/G
$1,025,229,347
39,280,818 shares
 — 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
13D/G 13F
6.4%
$479,354,897
15,373,794 shares
 $0 31 Mar 2026
CANADA PENSION PLAN INVESTMENT BOARD
13D/G 13F
CPPIB Crestone Peak Resources Canada Inc. · Company
13D/G 13F
6.1%
$417,566,119
14,493,791 shares
 $0 31 Mar 2026
ARISTEIA CAPITAL, L.L.C.
13D/G 13F
Company
13D/G 13F
5.5%
$388,589,399
13,000,649 shares
 $0 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
13D/G 13F
5.1%
$381,640,581
12,239,916 shares
 $0 31 Mar 2026
STATE STREET CORP
13D/G 13F
STATE STREET CORPORATION · Company
13D/G 13F
4.9%
$349,888,155
11,705,860 shares
 $0 30 Jun 2026
DIMENSIONAL FUND ADVISORS LP
13F 13D/G
Company
13F 13D/G
4.9%
from 13D/G
$213,353,172
8,174,503 shares
 — 30 Jun 2026
Wouter T. van Kempen
3/4/5
Director
3/4/5
0.06%
$4,413,560
141,551 shares
 — 22 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$1,482,161.

Buys
$0
Insiders: 0
Sells
$1,482,161
Insiders: 2
Net
-$1,482,161
Shares: -42,053
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 42,053
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 17,500 $0 $647,850 -$647,850
3-6 0 24,553 $0 $834,311 -$834,311
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 28 reporting-owner rows connected to SM Energy Co. Open a relationship link for the CIK-to-CIK filing trail.

Rows
28
Largest Forms 3/4/5 holder
Herbert S. Vogel
Net 12M change
-$1,482,161
Latest report
21 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Herbert S. Vogel President & CEO, Director $13,246,462 Mixed 24 Jul 2025
A. Wade Pursell Evp & Cfo $11,132,459 Median 21 Aug 2026
David W. Copeland EVP & General Counsel $9,612,519 Mixed 09 Sep 2022
Lehman E. Newton III SVP - Operations $6,668,655 Mixed 01 Sep 2022
Mary Ellen Lutey SVP - Expl., Development & EHS $5,625,642 Mixed 20 Aug 2024
Stephen R. Brand Director $5,195,985 Mixed 21 Jun 2024
Wouter T. van Kempen Director $4,413,560 Mixed 22 Jun 2026
Julio M. Quintana Director $3,747,555 Mixed 22 Jun 2026
Kenneth J. Knott SVP - Bus Dev & Land $3,316,946 Mixed 24 Jul 2025
Carrie M. Fox Director $3,057,074 Mixed 22 Jun 2026
Carla J. Bailo Director $2,648,315 Mixed 10 Jun 2025
William D. Sullivan Director $2,605,131 Mixed 10 Jun 2025
David J. Whitcomb VP - Marketing $2,559,814 Mixed 01 Sep 2022
Howard A. Willard Director $2,556,323 Mixed 22 Jun 2026
Ramiro G. Peru Director $2,249,013 -$834,311 -27% Mixed 22 Jun 2026
Morris R. Clark Director $2,150,734 Mixed 22 Jun 2026
Julie Gray Vice President Marketing $1,507,387 Mixed 26 Jul 2024
Rose M. Robeson Director $1,481,954 Mixed 22 Jun 2026
Barton R. Brookman Jr. Director $1,115,339 Mixed 22 Jun 2026
Anita M. Powers Director $840,133 Mixed 10 Jun 2025

Recent insider transactions for SM Energy Co

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
A. Wade Pursell SM Common Stock, $.01 Par Value Gift -1.16% -5,000 426,531 21 Aug 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Sale -54.3% $647,850 $37.02 -17,500 14,705 21 Aug 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Tax liability -1.69% -7,403 431,531 24 Jul 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Options Exercise 4.01% 16,917 438,934 24 Jul 2026 Direct
A. Wade Pursell SM Restricted Stock Units Award 54,412 54,412 24 Jul 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Tax liability -9.27% -3,291 32,205 24 Jul 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Options Exercise 26.9% 7,520 35,496 24 Jul 2026 Direct
James Barker Lebeck SM Restricted Stock Units Award 42,752 42,752 24 Jul 2026 Direct
Elizabeth Anne McDonald SM Restricted Stock Units Award 90,168 90,168 24 Jul 2026 Direct
Alan D. Bennett SM Restricted Stock Units Award 7,288 7,288 24 Jul 2026 Direct
Blake Douglas McKenna SM Restricted Stock Units Award 46,639 46,639 24 Jul 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Tax liability -34.6% -9,740 18,422 01 Jul 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Options Exercise 212.4% 22,257 32,737 01 Jul 2026 Direct
James Barker Lebeck SM Restricted Stock Units Options Exercise -100% -22,257 0 01 Jul 2026 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Tax liability -44.9% -10,680 13,121 01 Jul 2026 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Options Exercise 711.4% 24,410 27,841 01 Jul 2026 Direct
Elizabeth Anne McDonald SM Restricted Stock Units Options Exercise 485% 24,410 29,443 01 Jul 2026 Direct
Alan D. Bennett SM Common Stock, $.01 Par Value Tax liability -39.9% -1,462 2,203 01 Jul 2026 Direct
Alan D. Bennett SM Common Stock, $.01 Par Value Options Exercise 352.9% 3,497 4,488 01 Jul 2026 Direct
Alan D. Bennett SM Restricted Stock Units Options Exercise -100% -3,497 0 01 Jul 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Tax liability -3.26% -13,681 406,450 01 Jul 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Options Exercise 9.58% 37,398 427,817 01 Jul 2026 Direct
A. Wade Pursell SM Restricted Stock Units Options Exercise -100% -37,398 0 01 Jul 2026 Direct
Blake Douglas McKenna SM Common Stock, $.01 Par Value Tax liability -28.8% -1,196 2,964 01 Jul 2026 Direct
Blake Douglas McKenna SM Common Stock, $.01 Par Value Options Exercise 4,160 4,160 01 Jul 2026 Direct
Blake Douglas McKenna SM Restricted Stock Units Options Exercise 100% 4,160 8,321 01 Jul 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Other 4.19% 622 15,459 30 Jun 2026 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Other 20.6% 1,309 7,671 30 Jun 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Other 0.05% 190 398,300 30 Jun 2026 Direct
Ashwin Venkatraman SM Common Stock, $.01 Par Value Award 61.6% 6,166 16,175 22 Jun 2026 Direct
Lloyd W. Helms Jr. SM Common Stock, $.01 Par Value Award 51.4% 9,024 26,564 22 Jun 2026 Direct
Barton R. Brookman Jr. SM Common Stock, $.01 Par Value Award 33.7% 9,024 35,771 22 Jun 2026 Direct
Morris R. Clark SM Common Stock, $.01 Par Value Award 9.82% 6,166 68,978 22 Jun 2026 Direct
Julio M. Quintana SM Common Stock, $.01 Par Value Award 9.45% 10,377 120,191 22 Jun 2026 Direct
Rose M. Robeson SM Common Stock, $.01 Par Value Award 14.9% 6,166 47,529 22 Jun 2026 Direct
Ramiro G. Peru SM Common Stock, $.01 Par Value Award 9.35% 6,166 72,130 22 Jun 2026 Direct
Howard A. Willard SM Common Stock, $.01 Par Value Award 12.4% 9,024 81,986 22 Jun 2026 Direct
Carrie M. Fox SM Common Stock, $.01 Par Value Award 10.1% 9,024 98,046 22 Jun 2026 Direct
Wouter T. van Kempen SM Common Stock, $.01 Par Value Award 4.55% 6,166 141,551 22 Jun 2026 Direct
Ramiro G. Peru SM Common Stock, $.01 Par Value Sale -27.1% $834,311 $33.98 -24,553 65,964 21 May 2026 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Gift -1.85% -7,500 398,110 12 Mar 2026 Direct
Wouter T. van Kempen SM Common Stock, $.01 Par Value Tax liability -35.7% -75,217 135,385 05 Feb 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Tax liability -31.4% -6,791 14,837 23 Jan 2026 Direct
James Barker Lebeck SM Common Stock, $.01 Par Value Options Exercise 212.1% 14,698 21,628 23 Jan 2026 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Other 16.7% 912 6,362 31 Dec 2025 Direct
A. Wade Pursell SM Common Stock, $.01 Par Value Other 0.05% 184 405,610 31 Dec 2025 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Tax liability -43.8% -4,240 5,450 09 Sep 2025 Direct
Elizabeth Anne McDonald SM Common Stock, $.01 Par Value Options Exercise 9,690 9,690 09 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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