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SM

SM Energy Co
$29.89 +2.08 (+7.48%) At close · Jul 13
Market Cap
$7.17B
Shares
239,748,701

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 514
Total Value: $6,728,816,831
Total Shares: 215,894,300
Showing 1–100 of 534 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding SM

All superinvestors →
Joel Greenblatt $38,301,013

Holder Concentration

Across 516 13F filers
Top Holder
17.8%
Jun 2023 → Mar 2026 · range 15.0% – 19.5%
of institutional value
Top 5
40.2%
Jun 2023 → Mar 2026 · range 40.2% – 46.8%
of institutional value
Top 10
57.3%
Jun 2023 → Mar 2026 · range 53.8% – 57.3%
of institutional value
HHI
536
Jun 2023 → Mar 2026 · range 515 – 677
Broadly held
Showing 100 of 534
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,198,303,112 17.81% 38,431,787
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $451,916,403 6.72% 14,493,791
Mega STATE STREET CORP $389,624,095 5.79% 12,495,962
Mid ARISTEIA CAPITAL, L.L.C. $338,048,758 5.02% 10,841,846
Mega VANGUARD CAPITAL MANAGEMENT LLC $328,567,762 4.88% 10,537,773
Mega DIMENSIONAL FUND ADVISORS LP $311,655,104 4.63% 9,995,353
Mega AMERICAN CENTURY COMPANIES INC $278,238,596 4.14% 8,923,624
Mid DONALD SMITH & CO., INC. $224,773,470 3.34% 7,208,899
Mega GEODE CAPITAL MANAGEMENT, LLC $177,680,882 2.64% 5,698,553
Mega MILLENNIUM MANAGEMENT LLC $156,926,009 2.33% 5,032,906
Mega JPMORGAN CHASE & CO $126,317,099 1.88% 4,051,222
Mega FMR LLC $125,294,209 1.86% 4,018,416
Mega MORGAN STANLEY $109,494,208 1.63% 3,511,681
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $91,739,167 1.36% 2,942,244
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $90,414,953 1.34% 2,899,774
Mega WELLINGTON MANAGEMENT GROUP LLP $85,743,439 1.27% 2,749,950
Large MACKENZIE FINANCIAL CORP $83,460,472 1.24% 2,676,731
Mega NORTHERN TRUST CORP Bank $82,770,768 1.23% 2,654,611
Mega GOLDMAN SACHS GROUP INC $75,097,527 1.12% 2,408,516
Mega Nuveen, LLC $73,599,952 1.09% 2,360,486
Mega UBS Group AG $64,849,659 0.96% 2,079,848
Mega VANGUARD FIDUCIARY TRUST CO Bank $46,308,348 0.69% 1,485,194
Mega Bank of New York Mellon Corp Bank $44,203,444 0.66% 1,417,686
Small FEARNLEY ASSET MANAGEMENT AS $43,326,543 0.64% 1,389,562
Mega FIRST TRUST ADVISORS LP $40,237,322 0.60% 1,290,485
Small Webs Creek Capital Management LP $40,075,654 0.60% 1,285,300
Mega BANK OF AMERICA CORP /DE/ Bank $39,324,026 0.58% 1,261,194
Large Gotham Asset Management, LLC $38,301,013 0.57% 1,228,384
Mega Invesco Ltd. $35,443,050 0.53% 1,136,724
Mega VICTORY CAPITAL MANAGEMENT INC $35,120,964 0.52% 1,126,394
Mega PRINCIPAL FINANCIAL GROUP INC $34,331,736 0.51% 1,101,082
Mega AQR CAPITAL MANAGEMENT LLC $33,642,905 0.50% 1,078,990
Mega Fisher Asset Management, LLC $30,599,802 0.45% 981,392
Mid PALISADE CAPITAL MANAGEMENT, LP $30,314,910 0.45% 972,255
Large Squarepoint Ops LLC $28,361,296 0.42% 909,599
Large Public Sector Pension Investment Board Pension $25,250,031 0.38% 809,815
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $24,395,232 0.36% 782,400
Mega AMERIPRISE FINANCIAL INC $24,078,536 0.36% 772,243
Mega RHUMBLINE ADVISERS $22,941,682 0.34% 735,782
Mid Lighthouse Investment Partners, LLC $22,812,067 0.34% 731,625
Large Grantham, Mayo, Van Otterloo & Co. LLC $22,353,503 0.33% 716,918
Mid KENNEDY CAPITAL MANAGEMENT LLC $21,883,963 0.33% 701,859
Mid Encompass Capital Advisors LLC $21,757,404 0.32% 697,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,522,546 0.29% 626,124
Large PANAGORA ASSET MANAGEMENT INC $19,506,582 0.29% 625,612
Mid WHITEBOX ADVISORS LLC $18,779,745 0.28% 602,301
Large GLENMEDE TRUST CO NA Bank $18,627,554 0.28% 597,420
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $18,140,524 0.27% 581,800
Small Corigliano Investment Advisers, LLC $17,460,800 0.26% 560,000
Small AEGIS FINANCIAL CORP $17,204,157 0.26% 551,769
Large Alyeska Investment Group, L.P. $17,005,135 0.25% 545,386
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $16,751,766 0.25% 537,260
Large Universal- Beteiligungs- und Servicegesellschaft mbH $16,697,918 0.25% 535,533
Mid Zimmer Partners, LP $16,603,350 0.25% 532,500
Mega CITADEL ADVISORS LLC $16,275,180 0.24% 521,975
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15,742,283 0.23% 504,884
Mid Sagefield Capital LP $15,318,608 0.23% 491,296
Mid Goehring & Rozencwajg Associates, LLC $15,207,421 0.23% 487,730
Large TUDOR INVESTMENT CORP ET AL $15,092,647 0.22% 484,049
Mega Legal & General Group Plc $14,846,044 0.22% 476,140
Mega California Public Employees Retirement System Pension $14,836,005 0.22% 475,818
Small Pekin Hardy Strauss, Inc. $14,647,896 0.22% 469,785
Small CLG LLC $14,535,336 0.22% 466,175
Mega ENVESTNET ASSET MANAGEMENT INC $14,514,134 0.22% 465,495
Large Steward Partners Investment Advisory, LLC $14,259,642 0.21% 457,333
Large CAPITAL FUND MANAGEMENT S.A. $13,300,452 0.20% 426,570
Mid Leeward Investments, LLC - MA $13,299,049 0.20% 426,525
Mega Swiss National Bank Bank $13,227,584 0.20% 424,233
Mega BARCLAYS PLC $13,050,449 0.19% 418,552
Mega ALLIANCEBERNSTEIN L.P. $12,679,752 0.19% 406,663
Large Creative Planning $12,576,483 0.19% 403,351
Mega WELLS FARGO & COMPANY/MN $12,472,000 0.19% 400,000
Large Russell Investments Group, Ltd. $11,947,516 0.18% 383,179
Large Baird Financial Group, Inc. $11,947,458 0.18% 383,177
Large SEI INVESTMENTS CO $11,784,137 0.18% 377,939
Mid ROYCE & ASSOCIATES LP $11,295,391 0.17% 362,264
Mega CITADEL ADVISORS LLC $10,526,212 0.16% 337,595
Large PRUDENTIAL FINANCIAL INC $9,885,712 0.15% 317,053
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9,775,769 0.15% 313,527
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $9,354,000 0.14% 300,000
Mega PRICE T ROWE ASSOCIATES INC /MD/ $8,755,842 0.13% 280,816
Large Rafferty Asset Management, LLC $8,486,790 0.13% 272,187
Mid CSM Advisors, LLC $8,096,884 0.12% 259,682
Large Qube Research & Technologies Ltd $7,992,837 0.12% 256,345
Large ExodusPoint Capital Management, LP $7,983,639 0.12% 256,050
Mega WELLS FARGO & COMPANY/MN $7,860,881 0.12% 252,113
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,806,879 0.12% 250,381
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,727,027 0.11% 247,820
Large Mitsubishi UFJ Trust & Banking Corp $7,604,146 0.11% 243,879
Small Truffle Hound Capital, LLC $7,483,200 0.11% 240,000
Small Tiptree Advisors, LLC $7,483,200 0.11% 240,000
Mega DEUTSCHE BANK AG\ Bank $7,387,445 0.11% 236,929
Mega JANE STREET GROUP, LLC $7,268,681 0.11% 233,120
Large LSV ASSET MANAGEMENT $7,255,617 0.11% 232,701
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $7,234,102 0.11% 232,011
Mid SEGALL BRYANT & HAMILL, LLC $6,959,157 0.10% 223,193
Large Focus Partners Wealth $6,702,858 0.10% 214,973
Small CoreCommodity Management, LLC $6,574,365 0.10% 210,852
Small PLUSTICK MANAGEMENT LLC $6,547,800 0.10% 210,000
Mid ALGERT GLOBAL LLC $6,511,381 0.10% 208,832
Key facts CIK 893538 CUSIP 78454L100 13F (30d) 30 filings 30 filers Visit website Investor relations

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