​
​

SM Energy Company Ownership | Who Owns SM Energy Company?

OverviewForecastRevenueFinancialsChartTranscripts

SM Energy Company Ownership Summary

SM Energy Company is owned by 98.40% institutional investors, 1.51% insiders, and 0.09% retail investors. 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 6.37% of its assets in SM Energy Company shares.

SM Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSM Energy Company98.40%1.51%0.09%
SectorEnergy Stocks 58.89%12.68%28.43%
IndustryOil & Gas Exploration & Production Stocks65.58%13.94%20.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF7.29M6.37%6.40K
Pacer US Small Cap Cash Cows 100 ETF4.40M3.85%-1.14K
Vanguard Total Stock Mkt Idx Inv3.60M3.15%-15.10K
iShares Russell 2000 ETF2.98M2.60%-6.69K
Avantis US Small Cap Value ETF2.88M2.52%-
Vanguard Small Cap Index2.87M2.51%5.60K
Vanguard Institutional Extnd Mkt Idx Tr1.72M1.50%-31.88K
DFA US Small Cap Value I1.69M1.47%127.17K
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.63M1.42%-8.84K
Delaware Small Cap Core I1.61M1.41%-9.98K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 26, 2024Lytle Patrick A VP - Chief Accounting OfficerSell$287.50K
Aug 16, 2024Lebeck James Barker EVP & General CounselSell$203.84K
Aug 16, 2024ROBESON ROSE M-Sell$455.00K
May 21, 2024Knott Kenneth J. SVP - Bus Dev & LandSell$804.48K
May 20, 2024SULLIVAN WILLIAM D-Sell$2.96M

Insider Transactions Trends

DateBuySell
2024 Q3-3
2024 Q2-2
2024 Q1-1
2023 Q4--
2023 Q3-4

SM Ownership FAQ

Who Owns SM Energy Company?

SM Energy Company shareholders are primarily institutional investors at 98.40%, followed by 1.51% insiders and 0.09% retail investors. The average institutional ownership in SM Energy Company's industry, Oil & Gas Exploration & Production Stocks, is 65.58%, which SM Energy Company exceeds.

Who owns the most shares of SM Energy Company?

SM Energy Company’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 Company’s total shares outstanding.

Does Blackrock own SM Energy Company?

Yes, BlackRock owns 17.05% of SM Energy Company, 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 Company’s biggest shareholder by percentage of total assets invested?

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

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of SM Energy Company shares, with 6.37% of its total shares outstanding invested in 7.29M SM Energy Company shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools