SM ENERGY CO (SM) Institutional Ownership and Insiders Activity
SM ENERGY CO (SM) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $226.28M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Donald Smith & Co. is the largest disclosed holder, reporting approximately $224.77M in SM holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Donald Smith & Co. representing the majority of disclosed value.
Recent insider activity includes 42 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
2
Total Reported Value
$226.28M
Largest Holder
Donald Smith & Co.
Largest Position
$224.77M
Insider Transactions (90d)
42
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Donald Smith & Co.$224.77M
- Sequoia Financial Advisors$1.50M
SM News
All news- Salzhauer Michael Portfolio Analysis: Q2 2026 Activity Report
Jul 21, 2026 · valut.ai
- Gold and Energy Focus: Donald Smith & Co. Portfolio Analysis
May 15, 2026 · valut.ai
- Donald Smith's Portfolio Snapshot: Top Holdings in Gold, Energy, and Financial Services
May 15, 2026 · valut.ai
- Donald Smith's Portfolio Shows Significant Quarterly Shifts in Resource and Consumer Stocks
May 15, 2026 · valut.ai
- Donald Smith & Co. Portfolio Concentration Analysis: March 31, 2026
May 15, 2026 · valut.ai
- Donald Smith & Co. Portfolio Analysis: Top Holdings in Energy, Financials & Materials
May 15, 2026 · valut.ai
- Donald Smith & Co. Q1 2026 Portfolio Highlights: Major Increases in Gold Stocks
May 15, 2026 · valut.ai
- Donald Smith & Co. Portfolio Update: March 31, 2026
May 15, 2026 · valut.ai
Related SM Institutional Insights:
- SM Institutional Ownership & Insiders Activity
- SM Institutional Ownership & 13F Activity
- SM Top Institutional Shareholders
- SM Institutional Buying Activity
- SM Institutional Selling Activity
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- SM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings