SM Energy Ownership | Who Owns SM Energy?

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SM Energy Ownership Summary

SM Energy is owned by 101.82% institutional investors, 1.51% insiders. Blackrock is the largest institutional shareholder, holding 17.05% of SM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.44% of its assets in SM Energy shares.

SM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SM Energy	101.82%	1.51%	-3.33%
Sector	Energy Stocks	58.93%	12.79%	28.28%
Industry	Oil & Gas Exploration & Production Stocks	64.98%	14.78%	20.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	19.71M	17.05%	$852.13M
Vanguard group	14.34M	12.40%	$620.07M
Dimensional fund advisors lp	6.34M	5.48%	$274.16M
State street	6.17M	5.34%	$266.87M
Jpmorgan chase	4.21M	3.64%	$182.03M
Pacer advisors	4.14M	3.62%	$160.38M
Geode capital management	2.66M	2.30%	$115.16M
American century companies	2.36M	2.04%	$102.07M
Macquarie group	2.24M	1.94%	$96.95M
Arrowstreet capital, limited partnership	2.17M	1.87%	$93.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oslo asset management as	290.11K	14.50%	$12.54M
Lsp investment advisors	198.25K	4.87%	$8.57M
Castellan group	107.50K	2.21%	$4.65M
Systematic portfolios	6.80K	2.05%	$294.09K
Sir capital management	457.85K	1.97%	$19.79M
Tributary capital management	557.97K	1.67%	$21.63M
1492 capital management	63.86K	1.56%	$2.76M
Tanglewood legacy advisors	74.32K	1.52%	$3.21M
Channing capital management	1.08M	1.28%	$46.77M
Quantedge capital pte	74.30K	1.16%	$3.21M

Top Buyers

Holder	Shares	% Assets	Change
Jupiter asset management	1.16M	0.47%	1.05M
Jane street group	555.32K	0.01%	539.55K
Dimensional fund advisors lp	6.34M	0.07%	384.68K
Ubs asset management americas	447.39K	0.01%	339.96K
Clark capital management group	915.82K	0.29%	325.70K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-1.57M
Frontier capital management	1.21M	0.52%	-1.49M
Gw&k investment management	4.01K	0.00%	-676.03K
Hrt financial lp	-	-	-525.06K
Wellington management group llp	-	-	-489.90K

New Positions

Holder	Shares	% Assets	Change	Value
Bridgewater associates, lp	204.70K	0.05%	204.70K	$8.85M
Grantham, mayo, van otterloo	194.40K	0.03%	194.40K	$8.40M
Peregrine capital management	151.06K	0.19%	151.06K	$6.53M
Segall bryant & hamill	119.59K	0.09%	119.59K	$5.17M
F/m investments	108.15K	0.17%	108.15K	$4.68M

Sold Out

Holder	Change
Mendota financial group	-4.00
Tfo-tdc	-5.00
Transcendent capital group	-9.00
Quest partners	-9.00
Johnson financial group	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	433	-0.23%	116,486,586	2.27%	101	1.03%	244	0.83%	130	2.36%
Jun 30, 2024	427	4.66%	113,788,889	-0.77%	98	1.05%	237	33.90%	127	-22.56%
Mar 31, 2024	408	6.53%	114,669,518	4.41%	96	1.11%	177	-6.35%	164	24.24%
Dec 31, 2023	383	-1.29%	109,827,752	3.46%	93	1.18%	189	-5.03%	132	-0.75%
Sep 30, 2023	388	20.12%	106,151,864	-2.12%	88	1.12%	199	17.06%	133	34.34%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.37M	6.44%	-10.39K
Pacer US Small Cap Cash Cows 100 ETF	4.14M	3.61%	-13.46K
Vanguard Total Stock Mkt Idx Inv	3.59M	3.14%	3.80K
Avantis US Small Cap Value ETF	3.16M	2.77%	1.46K
iShares Russell 2000 ETF	3.11M	2.72%	-11.95K
Vanguard Small Cap Index	2.91M	2.55%	27.32K
First Trust SMID Cp Rising Div Achv ETF	2.17M	1.89%	4.58K
Macquarie Small Cap Core I	1.76M	1.54%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.73M	1.51%	13.53K
JPM Small Cap Equity-MA	1.63M	1.42%	204.91K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 26, 2024	Lytle Patrick A	VP - Chief Accounting Officer	Sell	$287.50K
Aug 16, 2024	Lebeck James Barker	EVP & General Counsel	Sell	$203.84K
Aug 16, 2024	ROBESON ROSE M	-	Sell	$455.00K
May 21, 2024	Knott Kenneth J.	SVP - Bus Dev & Land	Sell	$804.48K
May 20, 2024	SULLIVAN WILLIAM D	-	Sell	$2.96M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	1
2023 Q4	-	-

SM Ownership FAQ

Who Owns SM Energy?

SM Energy shareholders are primarily institutional investors at 101.82%, followed by 1.51% insiders and -3.33% retail investors. The average institutional ownership in SM Energy's industry, Oil & Gas Exploration & Production Stocks, is 64.98%, which SM Energy exceeds.

Who owns the most shares of SM Energy?

SM Energy’s largest shareholders are Blackrock (19.71M shares, 17.05%), Vanguard group (14.34M shares, 12.40%), and Dimensional fund advisors lp (6.34M shares, 5.48%). Together, they hold 34.93% of SM Energy’s total shares outstanding.

Does Blackrock own SM Energy?

Yes, BlackRock owns 17.05% of SM Energy, totaling 19.71M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 852.13M$. In the last quarter, BlackRock decreased its holdings by -228K shares, a -1.14% change.

Who is SM Energy’s biggest shareholder by percentage of total assets invested?

Oslo asset management as is SM Energy’s biggest shareholder by percentage of total assets invested, with 14.50% of its assets in 290.11K SM Energy shares, valued at 12.54M$.

Who is the top mutual fund holder of SM Energy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of SM Energy shares, with 6.44% of its total shares outstanding invested in 7.37M SM Energy shares.

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