SM ENERGY CO (SM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.99B 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 $1.03B in its June 30, 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 $1.45B, representing an estimated gain of +41.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
477
Total Reported Value
$5.99B
Largest Holder
Blackrock, Inc.
Largest Position
$1.03B
Insider Transactions (90d)
44
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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% | 39,280,818 | $1,025,229,347 | $1,452,211,841 | +$426,982,494 | +41.65% | |
| Vanguard Portfolio Management Llc | 0.02% | 15,425,423 | $402,603,540 | $570,277,888 | +$167,674,348 | +41.65% | |
| Canada Pension Plan Investment Board | 0.21% | 14,493,791 | $378,287,945 | $535,835,453 | +$157,547,508 | +41.65% | |
| Aristeia Capital, L.L.C. | 5.33% | 13,000,649 | $339,316,939 | $480,633,994 | +$141,317,055 | +41.65% | |
| State Street Corp | 0.01% | 11,705,860 | $305,527,838 | $432,765,644 | +$127,237,806 | +41.65% | |
| Vanguard Capital Management Llc | 0.01% | 10,657,355 | $278,156,966 | $394,002,414 | +$115,845,448 | +41.65% | |
| American Century Companies Inc | 0.10% | 8,935,683 | $233,221,326 | $330,352,201 | +$97,130,875 | +41.65% | |
| Dimensional Fund Advisors Lp | 0.04% | 8,174,503 | $213,353,172 | $302,211,376 | +$88,858,204 | +41.65% | |
| Donald Smith & Co. | Donald G. Smith | 3.53% | 7,647,594 | $199,602,203 | $282,731,550 | +$83,129,347 | +41.65% |
| Geode Capital Management, Llc | 0.01% | 6,269,841 | $163,680,226 | $231,796,022 | +$68,115,796 | +41.62% | |
| Millennium Management Llc | 0.08% | 4,493,473 | $117,279,645 | $166,123,697 | +$48,844,052 | +41.65% | |
| Fmr Llc | 0.00% | 3,798,218 | $99,133,498 | $140,420,119 | +$41,286,621 | +41.65% | |
| Mackenzie Financial Corp | 0.10% | 3,674,134 | $95,894,897 | $135,832,734 | +$39,937,837 | +41.65% | |
| Jpmorgan Chase & Co | 0.01% | 3,534,729 | $92,687,878 | $130,678,931 | +$37,991,053 | +40.99% | |
| Morgan Stanley | 0.00% | 2,943,691 | $76,830,403 | $108,828,256 | +$31,997,853 | +41.65% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,893,103 | $75,509,988 | $106,958,018 | +$31,448,030 | +41.65% | |
| Northern Trust Corp | 0.01% | 2,786,773 | $72,734,776 | $103,026,998 | +$30,292,222 | +41.65% | |
| Nomura Asset Management International Inc. | 0.11% | 2,716,076 | $70,890,000 | $100,413,330 | +$29,523,330 | +41.65% | |
| Invesco Ltd. | 0.01% | 2,431,521 | $63,462,699 | $89,893,331 | +$26,430,632 | +41.65% | |
| Nuveen, Llc | 0.01% | 2,320,316 | $60,560,239 | $85,782,083 | +$25,221,844 | +41.65% | |
| Fuller & Thaler Asset Management, Inc. | 0.16% | 2,280,261 | $59,514,816 | $84,301,249 | +$24,786,433 | +41.65% | |
| Webs Creek Capital Management Lp | 10.09% | 2,040,529 | $53,257,807 | $75,438,357 | +$22,180,550 | +41.65% | |
| Goldman Sachs Group Inc | 0.01% | 1,917,196 | $50,038,823 | $70,878,736 | +$20,839,913 | +41.65% | |
| Qube Research & Technologies Ltd | 0.05% | 1,691,744 | $44,154,518 | $62,543,776 | +$18,389,258 | +41.65% | |
| Bank Of New York Mellon Corp | 0.01% | 1,657,438 | $43,259,127 | $61,275,483 | +$18,016,356 | +41.65% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,533,618 | $40,027,430 | $56,697,857 | +$16,670,427 | +41.65% | |
| Fearnley Asset Management As | 14.04% | 1,496,537 | $39,059,616 | $55,326,973 | +$16,267,357 | +41.65% | |
| Encompass Capital Advisors Llc | 1.63% | 1,448,061 | $37,794,392 | $53,534,815 | +$15,740,423 | +41.65% | |
| Bank Of America Corp | 0.00% | 1,310,244 | $34,197,359 | $48,439,721 | +$14,242,362 | +41.65% | |
| Gotham Asset Management, Llc | 0.07% | 1,186,853 | $30,976,863 | $43,877,955 | +$12,901,092 | +41.65% | |
| Principal Financial Group Inc | 0.01% | 1,101,837 | $28,757,946 | $40,734,914 | +$11,976,968 | +41.65% | |
| Victory Capital Management Inc | 0.02% | 1,095,487 | $28,592,211 | $40,500,154 | +$11,907,943 | +41.65% | |
| Tudor Investment Corp Et Al | 0.12% | 1,085,503 | $28,331,628 | $40,131,046 | +$11,799,418 | +41.65% | |
| Aqr Capital Management Llc | 0.01% | 1,000,121 | $26,103,161 | $36,974,473 | +$10,871,312 | +41.65% | |
| Fisher Asset Management, Llc | 0.01% | 986,852 | $25,756,854 | $36,483,918 | +$10,727,064 | +41.65% | |
| Boston Partners | 0.02% | 937,303 | $25,025,575 | $34,652,092 | +$9,626,517 | +38.47% | |
| First Trust Advisors Lp | 0.01% | 918,135 | $23,963,334 | $33,943,451 | +$9,980,117 | +41.65% | |
| Ameriprise Financial Inc | 0.00% | 900,635 | $23,506,327 | $33,296,476 | +$9,790,149 | +41.65% | |
| Ubs Group Ag | 0.00% | 844,527 | $22,042,155 | $31,222,163 | +$9,180,008 | +41.65% | |
| Balyasny Asset Management L.P. | 0.04% | 839,539 | $21,911,968 | $31,037,757 | +$9,125,789 | +41.65% | |
| Public Sector Pension Investment Board | 0.05% | 782,474 | $20,422,571 | $28,928,064 | +$8,505,493 | +41.65% | |
| Aegis Financial Corp | 3.21% | 778,851 | $20,328,011 | $28,794,121 | +$8,466,110 | +41.65% | |
| Kennedy Capital Management Llc | 0.32% | 681,877 | $17,796,990 | $25,208,993 | +$7,412,003 | +41.65% | |
| Corigliano Investment Advisers, Llc | 6.82% | 560,000 | $17,460,800 | $20,703,200 | +$3,242,400 | +18.57% | |
| Capital Fund Management S.A. | 0.12% | 666,413 | $17,393,379 | $24,637,289 | +$7,243,910 | +41.65% | |
| Lazard Asset Management Llc | 0.03% | 662,766 | $17,298,193 | $24,502,459 | +$7,204,266 | +41.65% | |
| Rhumbline Advisers | 0.01% | 655,372 | $17,105,186 | $24,229,103 | +$7,123,917 | +41.65% | |
| Sagefield Capital Lp | 1.26% | 652,363 | $17,026,675 | $24,117,860 | +$7,091,185 | +41.65% | |
| Bessemer Group Inc | 0.02% | 642,909 | $16,780,000 | $23,768,346 | +$6,988,346 | +41.65% | |
| Wellington Management Group Llp | 0.00% | 625,424 | $16,323,567 | $23,121,925 | +$6,798,358 | +41.65% |
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.