SM ENERGY CO (SM) Institutional Ownership

SM is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $225.54M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Donald Smith & Co., which reported ownership valued at approximately $224.77M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Donald Smith & Co.'s SM position is now estimated to be worth approximately $202.50M, representing an estimated loss of -9.91% since the filing period.

Major shareholders tracked on this page include Donald Smith & Co., Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SM ENERGY CO (SM).