| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $411,723,649 | 16,608,457 | BlackRock, Inc. | 30 Jun 2025 | |||
| 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 30 Sep 2025, 375 institutional investors reported holding 117,740,806 shares of SM Energy Co - Common Stock (SM). This represents 104% of the company’s total 113,644,939 outstanding shares.
The largest institutional shareholders of SM Energy Co - Common Stock (SM) together control 76% 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. | 18% | 20,375,368 | +2.4% | 0.01% | $508,772,934 |
| VANGUARD GROUP INC | 12% | 13,857,207 | -6.6% | 0.01% | $346,014,458 |
| STATE STREET CORP | 5.4% | 6,150,065 | +7.2% | 0.01% | $153,567,123 |
| DIMENSIONAL FUND ADVISORS LP | 5.2% | 5,921,769 | +0.53% | 0.03% | $147,876,306 |
| AMERICAN CENTURY COMPANIES INC | 4% | 4,585,624 | +8.9% | 0.06% | $114,503,042 |
| WESTWOOD HOLDINGS GROUP INC | 3.2% | 3,637,348 | -2.5% | 0.65% | $90,825,000 |
| JPMORGAN CHASE & CO | 3% | 3,426,926 | +1.6% | 0.01% | $85,570,358 |
| MACQUARIE GROUP LTD | 2.8% | 3,166,912 | -7.8% | 0.09% | $79,078,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 2,664,960 | -1.7% | 0% | $66,557,978 |
| Woodline Partners LP | 2.1% | 2,429,518 | +199% | 0.29% | $60,665,064 |
| Invesco Ltd. | 2% | 2,323,065 | +1.5% | 0.01% | $58,006,932 |
| Point72 Asset Management, L.P. | 1.6% | 1,797,920 | 0.1% | $44,894,071 | |
| BANK OF AMERICA CORP /DE/ | 1.5% | 1,756,496 | +54% | 0% | $43,859,710 |
| River Road Asset Management, LLC | 1.5% | 1,721,765 | -0.94% | 0.48% | $42,992,472 |
| GOLDMAN SACHS GROUP INC | 1.2% | 1,369,305 | +86% | 0% | $34,191,556 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 1,354,265 | +5.1% | 0.01% | $33,815,997 |
| MORGAN STANLEY | 1.1% | 1,306,864 | -15% | 0% | $32,632,447 |
| NORTHERN TRUST CORP | 1.1% | 1,304,306 | -0.82% | 0% | $32,568,520 |
| CONGRESS ASSET MANAGEMENT CO | 1.1% | 1,212,775 | +20% | 0.2% | $30,282,993 |
| Tributary Capital Management, LLC | 1% | 1,185,762 | +137% | 1.4% | $29,608,478 |
| PALISADE CAPITAL MANAGEMENT, LP | 1% | 1,159,841 | -1.9% | 0.79% | $28,961,230 |
| Bank of New York Mellon Corp | 0.92% | 1,043,974 | -3.5% | 0% | $26,068,029 |
| Balyasny Asset Management L.P. | 0.9% | 1,026,445 | +0.73% | 0.05% | $25,630,332 |
| FIRST TRUST ADVISORS LP | 0.84% | 949,398 | -28% | 0.02% | $23,706,478 |
| MILLENNIUM MANAGEMENT LLC | 0.82% | 929,463 | -15% | 0.02% | $23,208,691 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,628,454 | $30,460,036 | -$26,698,707 | $18.70 | 33 |
| 2025 Q3 | 117,740,806 | $2,939,948,861 | +$82,500,789 | $24.97 | 375 |
| 2025 Q2 | 114,515,186 | $2,835,109,818 | -$59,564,014 | $24.71 | 365 |
| 2025 Q1 | 116,153,109 | $3,477,832,244 | -$30,841,680 | $29.95 | 400 |
| 2024 Q4 | 115,107,009 | $4,464,084,354 | -$62,740,601 | $38.76 | 418 |
| 2024 Q3 | 116,465,982 | $4,659,433,114 | +$157,673,068 | $39.97 | 415 |
| 2024 Q2 | 113,902,833 | $4,925,005,318 | -$38,303,293 | $43.23 | 416 |
| 2024 Q1 | 114,551,959 | $5,710,469,784 | +$306,138,364 | $49.85 | 387 |
| 2023 Q4 | 176,003 | $6,814,836 | +$2,986,938 | $38.72 | 3 |
| 2023 Q3 | 104,726,862 | $4,152,030,190 | -$99,350,389 | $39.65 | 365 |
| 2023 Q2 | 108,016,424 | $3,415,174,349 | +$36,675,950 | $31.63 | 302 |
| 2023 Q1 | 107,210,854 | $3,019,106,212 | -$168,892,513 | $28.16 | 290 |
| 2022 Q4 | 110,137,094 | $3,835,355,222 | +$32,832,714 | $34.83 | 335 |
| 2022 Q3 | 105,130,227 | $3,954,112,279 | +$54,507,714 | $37.61 | 294 |
| 2022 Q2 | 104,568,362 | $3,563,234,647 | +$186,432,086 | $34.19 | 292 |
| 2022 Q1 | 101,405,450 | $3,951,815,994 | +$21,341,288 | $38.95 | 284 |
| 2021 Q4 | 103,305,339 | $3,046,538,880 | +$15,202,535 | $29.48 | 251 |
| 2021 Q3 | 103,770,010 | $2,737,960,753 | +$44,853,710 | $26.38 | 230 |
| 2021 Q2 | 102,534,254 | $2,524,898,731 | +$89,151,510 | $24.63 | 217 |
| 2021 Q1 | 98,740,186 | $1,616,587,971 | +$222,719,144 | $16.37 | 173 |
| 2020 Q4 | 84,326,718 | $516,035,892 | +$48,352,991 | $6.12 | 162 |
| 2020 Q3 | 77,842,340 | $123,714,606 | -$51,840,748 | $1.59 | 151 |
| 2020 Q2 | 99,887,386 | $374,547,729 | -$6,531,387 | $3.75 | 168 |
| 2020 Q1 | 109,797,716 | $133,936,145 | -$164,434,761 | $1.22 | 154 |
| 2019 Q4 | 112,025,185 | $1,258,902,830 | -$16,059,749 | $11.24 | 201 |
| 2019 Q3 | 114,647,803 | $1,110,502,906 | -$30,145,999 | $9.69 | 198 |
| 2019 Q2 | 115,159,275 | $1,441,135,800 | +$78,660,006 | $12.52 | 207 |
| 2019 Q1 | 112,035,220 | $1,959,546,177 | -$160,753,068 | $17.49 | 236 |
| 2018 Q4 | 119,978,847 | $1,857,204,332 | +$9,968,541 | $15.48 | 219 |
| 2018 Q3 | 120,128,360 | $3,787,010,242 | -$307,651,441 | $31.53 | 263 |
| 2018 Q2 | 130,380,228 | $3,349,842,467 | -$60,637,531 | $25.69 | 257 |
| 2018 Q1 | 134,442,734 | $2,424,020,201 | +$64,034,857 | $18.03 | 235 |
| 2017 Q4 | 129,002,870 | $2,848,920,602 | +$260,787,480 | $22.08 | 243 |
| 2017 Q3 | 116,744,121 | $2,072,241,386 | +$168,683,260 | $17.74 | 230 |
| 2017 Q2 | 107,725,790 | $1,780,664,341 | -$76,920,932 | $16.53 | 244 |
| 2017 Q1 | 108,997,968 | $2,641,600,856 | +$384,248,853 | $24.02 | 254 |
| 2016 Q4 | 99,158,950 | $3,430,832,327 | +$404,733,923 | $34.48 | 298 |
| 2016 Q3 | 86,742,339 | $3,355,646,506 | +$575,287,158 | $38.58 | 259 |
| 2016 Q2 | 72,768,681 | $1,972,957,397 | -$268,872,386 | $27.00 | 221 |
| 2016 Q1 | 82,455,684 | $1,558,401,868 | -$65,563,201 | $18.74 | 212 |
| 2015 Q4 | 83,121,085 | $1,632,613,365 | +$181,019,547 | $19.66 | 232 |
| 2015 Q3 | 71,696,733 | $2,297,110,227 | +$136,993,558 | $32.04 | 256 |
| 2015 Q2 | 67,565,758 | $3,125,860,386 | +$230,793,103 | $46.12 | 275 |
| 2015 Q1 | 62,070,839 | $3,209,747,017 | -$23,606,354 | $51.68 | 282 |
| 2014 Q4 | 63,386,029 | $2,445,209,593 | -$120,108,967 | $38.58 | 269 |
| 2014 Q3 | 63,993,035 | $4,983,092,452 | +$130,984,654 | $78.00 | 311 |
| 2014 Q2 | 62,029,069 | $5,215,342,296 | +$171,908,344 | $84.10 | 310 |
| 2014 Q1 | 59,437,475 | $4,238,833,060 | -$188,953,972 | $71.29 | 297 |