SM ENERGY CO (SM) Top Institutional Shareholders
SM ENERGY CO (SM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.85B in SM holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SM tracked by InsiderSet, reporting ownership valued at approximately $1.20B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.08B, representing an estimated loss of -9.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Canada Pension Plan Investment Board, and several other long-term asset managers with concentrated positions in SM ENERGY CO (SM).
This page ranks the largest institutional SM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
501
Total Reported Value
$6.85B
Largest Holder
Blackrock, Inc.
Largest Position
$1.20B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
156
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 38,431,787 | $1,198,303,132 | $1,079,548,897 | -$118,754,235 | -9.91% | |
| Vanguard Portfolio Management Llc | 0.03% | 15,234,489 | $475,011,367 | $427,936,796 | -$47,074,571 | -9.91% | |
| Canada Pension Plan Investment Board | 0.29% | 14,493,791 | $451,916,403 | $407,130,589 | -$44,785,814 | -9.91% | |
| State Street Corp | 0.01% | 12,495,962 | $389,624,095 | $351,011,573 | -$38,612,522 | -9.91% | |
| Aristeia Capital, L.L.C. | 7.76% | 10,841,846 | $338,048,758 | $304,547,454 | -$33,501,304 | -9.91% | |
| Vanguard Capital Management Llc | 0.01% | 10,537,773 | $328,567,762 | $296,006,044 | -$32,561,718 | -9.91% | |
| Dimensional Fund Advisors Lp | 0.06% | 9,995,353 | $311,677,829 | $280,769,466 | -$30,908,363 | -9.92% | |
| American Century Companies Inc | 0.14% | 8,923,624 | $278,238,596 | $250,664,598 | -$27,573,998 | -9.91% | |
| Donald Smith & Co. | Donald G. Smith | 4.04% | 7,208,899 | $224,773,471 | $202,497,973 | -$22,275,498 | -9.91% |
| Geode Capital Management, Llc | 0.01% | 5,698,553 | $177,724,063 | $160,072,354 | -$17,651,709 | -9.93% | |
| Millennium Management Llc | 0.12% | 5,032,906 | $156,926,009 | $141,374,330 | -$15,551,679 | -9.91% | |
| Fmr Llc | 0.01% | 4,018,416 | $125,294,221 | $112,877,305 | -$12,416,916 | -9.91% | |
| Morgan Stanley | 0.01% | 3,511,681 | $109,494,256 | $98,643,119 | -$10,851,137 | -9.91% | |
| Nomura Asset Management International Inc. | 0.16% | 2,942,244 | $91,739,000 | $82,647,634 | -$9,091,366 | -9.91% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,899,774 | $90,414,953 | $81,454,652 | -$8,960,301 | -9.91% | |
| Wellington Management Group Llp | 0.02% | 2,749,950 | $85,743,441 | $77,246,096 | -$8,497,346 | -9.91% | |
| Mackenzie Financial Corp | 0.10% | 2,676,731 | $83,460,473 | $75,189,374 | -$8,271,099 | -9.91% | |
| Northern Trust Corp | 0.01% | 2,654,611 | $82,770,772 | $74,568,023 | -$8,202,749 | -9.91% | |
| Goldman Sachs Group Inc | 0.01% | 2,408,516 | $75,097,521 | $67,655,214 | -$7,442,307 | -9.91% | |
| Nuveen, Llc | 0.02% | 2,360,486 | $73,599,954 | $66,306,052 | -$7,293,902 | -9.91% | |
| Ubs Group Ag | 0.01% | 2,079,848 | $64,849,661 | $58,422,930 | -$6,426,731 | -9.91% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,485,194 | $46,308,349 | $41,719,099 | -$4,589,250 | -9.91% | |
| Bank Of New York Mellon Corp | 0.01% | 1,417,686 | $44,203,442 | $39,822,800 | -$4,380,642 | -9.91% | |
| Fearnley Asset Management As | 14.16% | 1,389,562 | $43,326,543 | $39,032,797 | -$4,293,746 | -9.91% | |
| First Trust Advisors Lp | 0.03% | 1,290,485 | $40,237,334 | $36,249,724 | -$3,987,610 | -9.91% | |
| Webs Creek Capital Management Lp | 6.94% | 1,285,300 | $40,075,654 | $36,104,077 | -$3,971,577 | -9.91% | |
| Bank Of America Corp | 0.00% | 1,261,194 | $39,324,029 | $35,426,939 | -$3,897,090 | -9.91% | |
| Gotham Asset Management, Llc | 0.12% | 1,228,384 | $38,301,013 | $34,505,307 | -$3,795,706 | -9.91% | |
| Invesco Ltd. | 0.01% | 1,136,724 | $35,443,056 | $31,930,577 | -$3,512,479 | -9.91% | |
| Victory Capital Management Inc | 0.02% | 1,126,394 | $35,120,965 | $31,640,407 | -$3,480,558 | -9.91% | |
| Principal Financial Group Inc | 0.02% | 1,101,082 | $34,331,736 | $30,929,393 | -$3,402,343 | -9.91% | |
| Aqr Capital Management Llc | 0.02% | 1,078,990 | $33,642,920 | $30,308,829 | -$3,334,091 | -9.91% | |
| Fisher Asset Management, Llc | 0.01% | 981,392 | $30,599,813 | $27,567,301 | -$3,032,512 | -9.91% | |
| Palisade Capital Management, Lp | 1.01% | 972,255 | $30,314,911 | $27,310,643 | -$3,004,268 | -9.91% | |
| Squarepoint Ops Llc | 0.06% | 909,599 | $28,361,297 | $25,550,636 | -$2,810,661 | -9.91% | |
| Public Sector Pension Investment Board | 0.08% | 809,815 | $25,250,032 | $22,747,703 | -$2,502,329 | -9.91% | |
| Ameriprise Financial Inc | 0.01% | 772,243 | $24,305,426 | $21,692,306 | -$2,613,120 | -10.75% | |
| Rhumbline Advisers | 0.02% | 735,782 | $22,941,659 | $20,668,116 | -$2,273,543 | -9.91% | |
| Lighthouse Investment Partners, Llc | 0.86% | 731,625 | $22,812,068 | $20,551,346 | -$2,260,722 | -9.91% | |
| Grantham, Mayo, Van Otterloo & Co. Llc | 0.06% | 716,918 | $22,353,503 | $20,138,227 | -$2,215,276 | -9.91% | |
| Kennedy Capital Management Llc | 0.46% | 701,859 | $21,883,964 | $19,715,219 | -$2,168,745 | -9.91% | |
| Encompass Capital Advisors Llc | 0.89% | 697,800 | $21,757,404 | $19,601,202 | -$2,156,202 | -9.91% | |
| Susquehanna International Group, Llp | 0.03% | 626,124 | $19,522,546 | $17,587,823 | -$1,934,723 | -9.91% | |
| Panagora Asset Management Inc | 0.07% | 625,612 | $19,506,582 | $17,573,441 | -$1,933,141 | -9.91% | |
| Whitebox Advisors Llc | 0.27% | 602,301 | $18,779,745 | $16,918,635 | -$1,861,110 | -9.91% | |
| Corigliano Investment Advisers, Llc | 6.82% | 560,000 | $17,460,800 | $15,730,400 | -$1,730,400 | -9.91% | |
| Aegis Financial Corp | 2.96% | 551,769 | $17,204,157 | $15,499,191 | -$1,704,966 | -9.91% | |
| Alyeska Investment Group, L.P. | 0.05% | 545,386 | $17,005,135 | $15,319,893 | -$1,685,242 | -9.91% | |
| New York State Common Retirement Fund | 0.02% | 537,260 | $16,751,767 | $15,091,633 | -$1,660,134 | -9.91% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.03% | 535,533 | $16,697,919 | $15,043,122 | -$1,654,797 | -9.91% |
Frequently asked questions about SM
Who owns the most SM stock?
The largest holders of SM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SM ENERGY CO (SM).
Is SM widely held by superinvestors?
Many widely followed stocks like SM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.