Who Owns SM Energy Company (SM)?Hedge Fund & Institutional Holders

$26.66+1.18 (+4.63%)EnergyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.39000234448118e+232T

% of Float Held

Infinity%

QoQ Change in Holders

+14 / -3

Price History

$17.57$24.92$32.27$39.61$46.96Aug 24Jun 25Mar 26

SM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.New Position+2.9M+$54.0M
Sagefield Capital LPNew Position+1.1M+$20.3M
ALGERT GLOBAL LLCIncreased+995K+$16.6M
FEARNLEY ASSET MANAGEMENT ASNew Position+178K+$16.4M
Bank of New York Mellon CorpNew Position+725K+$11.0M
THOMIST CAPITAL MANAGEMENT, LPNew Position+553K+$10.4M
PRINCIPAL FINANCIAL GROUP INCNew Position+546K+$10.2M
TUDOR INVESTMENT CORP ET ALNew Position+566K+$10.0M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+526K+$9.0M
Corigliano Investment Advisers, LLCNew Position+463K+$8.7M
SummitTX Capital, L.P.New Position+449K+$8.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+399K+$7.0M
GLENMEDE TRUST CO NANew Position+450K+$7.0M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+363K+$6.8M
Walleye Capital LLCNew Position+298K+$5.0M

SM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-337K-$345.8B
DIMENSIONAL FUND ADVISORS LPDecreased-353K-$147.8B
WESTWOOD HOLDINGS GROUP INCClosed Position-3.6M-$90.8B
JPMORGAN CHASE & CODecreased-363K-$85.5B
MACQUARIE GROUP LTDClosed Position-3.2M-$79.1B
Woodline Partners LPDecreased-2.3M-$60.7B
Invesco Ltd.Decreased-1.6M-$58.0B
Point72 Asset Management, L.P.Decreased-404K-$44.9B
BANK OF AMERICA CORP /DE/Decreased-336K-$43.8B
River Road Asset Management, LLCClosed Position-1.7M-$43.0B
GOLDMAN SACHS GROUP INCDecreased-479K-$34.2B
NORTHERN TRUST CORPDecreased-76K-$32.5B
CONGRESS ASSET MANAGEMENT CODecreased-1.1M-$30.3B
PALISADE CAPITAL MANAGEMENT, LPDecreased-171K-$28.9B
FIRST TRUST ADVISORS LPDecreased-203K-$23.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.12,818,075$239.0M0.00%Share
2VANGUARD GROUP INC12,537,374$234.4M0.00%Share
3STATE STREET CORP6,257,360$118.0M0.00%Share
4DIMENSIONAL FUND ADVISORS LP5,326,022$99.0M0.02%Share
5AMERICAN CENTURY COMPANIES INC4,737,327$88.0M0.04%Share
6BlackRock, Inc.4,662,250$87.0M0.00%Share
7NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,897,927$54.0M0.08%Share
8MILLENNIUM MANAGEMENT LLC2,835,718$53.0M0.02%Share
9JPMORGAN CHASE & CO2,589,052$48.0M0.00%Share
10GEODE CAPITAL MANAGEMENT, LLC2,345,673$43.0M0.00%Share
11Alyeska Investment Group, L.P.2,271,757$42.0M0.12%Share
12BALYASNY ASSET MANAGEMENT L.P.1,782,898$33.0M0.04%Share
13D. E. Shaw & Co., Inc.1,393,624$26.0M0.01%Share
14Point72 Asset Management, L.P.1,394,033$26.0M0.03%Share
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,374,143$25.0M0.00%Share
16BlackRock, Inc.1,281,943$23.0M0.00%Share
17ALGERT GLOBAL LLC1,209,597$22.0M0.34%Share
18NORTHERN TRUST CORP1,087,897$20.0M0.00%Share
19PALISADE CAPITAL MANAGEMENT, LP988,641$18.5M0.55%Share
20Sagefield Capital LP919,563$17.2M1.46%Share
21Fisher Asset Management, LLC944,067$17.0M0.01%Share
22FEARNLEY ASSET MANAGEMENT AS177,694$16.4M7.52%Share
23VICTORY CAPITAL MANAGEMENT INC816,893$15.0M0.01%Share
24BANK OF AMERICA CORP /DE/768,201$14.0M0.00%Share
25VOLORIDGE INVESTMENT MANAGEMENT, LLC784,784$14.0M0.05%Share
26VANGUARD GROUP INC728,989$13.6M0.00%Share
27BlackRock, Inc.703,203$13.0M0.00%Share
28FIRST TRUST ADVISORS LP746,716$13.0M0.01%Share
29Invesco Ltd.648,689$12.1M0.00%Share
30UBS Group AG645,019$12.1M0.00%Share
31WEDGE CAPITAL MANAGEMENT L L P/NC617,859$11.6M0.21%Share
32BlackRock, Inc.623,819$11.0M0.00%Share
33CANADA PENSION PLAN INVESTMENT BOARD604,900$11.0M0.01%Share
34Nuveen, LLC590,470$11.0M0.00%Share
35HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC564,730$10.6M0.03%Share
36THOMIST CAPITAL MANAGEMENT, LP552,905$10.4M2.20%Share
37PRINCIPAL FINANCIAL GROUP INC541,035$10.1M0.01%Share
38GOLDMAN SACHS GROUP INC546,960$10.0M0.00%Share
39TUDOR INVESTMENT CORP ET AL566,057$10.0M0.02%Share
40NEW YORK STATE COMMON RETIREMENT FUND525,860$9.0M0.01%Share
41AQR CAPITAL MANAGEMENT LLC488,539$9.0M0.00%Share
42AMERIPRISE FINANCIAL INC518,183$9.0M0.00%Share
43PANAGORA ASSET MANAGEMENT INC500,591$9.0M0.03%Share
44Corigliano Investment Advisers, LLC462,800$8.7M3.07%Share
45SummitTX Capital, L.P.448,562$8.4M0.25%Share
46MORGAN STANLEY434,220$8.0M0.00%Share
47LSV ASSET MANAGEMENT415,900$7.8M0.02%Share
48ROYCE & ASSOCIATES LP399,006$7.5M0.08%Share
49Pekin Hardy Strauss, Inc.397,039$7.4M0.69%Share
50KENNEDY CAPITAL MANAGEMENT LLC386,165$7.2M0.15%Share

SM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025344$2.0B+65
Q3 2025279$2.8T-39
Q2 2025318$2.3T-81
Q1 2025399$3.4T+15
Q4 2024384$94.3T+55
Q3 2024329$3018.7T-2
Q2 2024331$2518.0T+21
Q1 2024310$2705.4T—

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As of Q4 2025, 50 institutional investors hold SM (SM Energy Company). The largest holder is BlackRock, Inc. with $239.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SM?

As of Q4 2025, 50 institutional investors report holding SM (SM Energy Company) in their 13F filings.

Who is the largest institutional holder of SM?

The largest institutional holder of SM is BlackRock, Inc. with $239.0M in shares.

Is institutional ownership of SM increasing or decreasing?

This quarter, 14 institutions opened new positions in SM and 3 closed their positions.