SM Energy Ownership 2024 | Who Owns SM Energy Now?
Institutional Ownership
97.26%
Insider Ownership
1.49%
Retail Ownership
1.26%
Institutional Holders
402.00
SM Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.05% | 0.02% | 19,711,629 | -227,815 | -1.14% | 852,133,731 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.40% | 0.01% | 14,343,467 | 119,112 | 0.84% | 620,068,079 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.48% | 0.07% | 6,341,875 | 384,675 | 6.46% | 274,161,351 | Jun 30, 2024 |
| STATE STREET CORP | 5.34% | 0.01% | 6,173,151 | -80,346 | -1.28% | 266,865,318,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.64% | 0.01% | 4,210,622 | 130,489 | 3.20% | 182,025,188 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.01% | 2,663,461 | 80,013 | 3.10% | 115,163,630 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.04% | 0.06% | 2,361,149 | 28,005 | 1.20% | 102,072,471 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.94% | 0.11% | 2,242,772 | 104,029 | 4.86% | 96,955,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.87% | 0.08% | 2,168,024 | 241,712 | 12.55% | 93,724,000 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 1.54% | 1.10% | 1,779,904 | 21,150 | 1.20% | 76,945,250 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 1.48% | 0.35% | 1,709,927 | 157,923 | 10.18% | 73,920,144 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.42% | 0.01% | 1,645,800 | 82,081 | 5.25% | 71,147,925 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.35% | 0.04% | 1,566,857 | -1,194,801 | -43.26% | 67,736,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.16% | 0.01% | 1,335,624 | 4,611 | 0.35% | 57,739,027 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.15% | 0.06% | 1,330,391 | 87,096 | 7.01% | 57,512,802 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.13% | 0.01% | 1,309,865 | -34,556 | -2.57% | 56,625,464,000 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.04% | 0.52% | 1,206,814 | -1,488,882 | -55.23% | 52,170,558 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.04% | 0.01% | 1,200,886 | 18,700 | 1.58% | 51,914,302 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.03% | 0.09% | 1,191,500 | -482,500 | -28.82% | 51,508,545 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.02% | 0.01% | 1,177,079 | 94,737 | 8.75% | 50,885,110 | Jun 30, 2024 |
SM Energy's largest institutional shareholder is BLACKROCK INC., holding 17.05% of the company's total share outstanding, currently valued at $852.13M. The top 10 institutional shareholders own together 53.61% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OSLO ASSET MANAGEMENT AS | 0.25% | 14.50% | 290,108 | -30,000 | -9.37% | 12,541,369 | Jun 30, 2024 |
| LSP INVESTMENT ADVISORS, LLC | 0.17% | 4.87% | 198,246 | 64,840 | 48.60% | 8,570,175 | Jun 30, 2024 |
| CASTELLAN GROUP | 0.09% | 2.21% | 107,501 | 107,501 | 100.00% | 4,647,268 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.01% | 2.05% | 6,803 | 6,803 | 100.00% | 294,094 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.49% | 2.04% | 569,348 | 1,623 | 0.29% | 24,612,930 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 0.40% | 1.97% | 457,854 | 270,754 | 144.71% | 19,793,028 | Jun 30, 2024 |
| 1492 CAPITAL MANAGEMENT LLC | 0.06% | 1.56% | 63,856 | -40,840 | -39.01% | 2,760,495 | Jun 30, 2024 |
| TANGLEWOOD LEGACY ADVISORS, LLC | 0.06% | 1.52% | 74,323 | - | - | 3,212,983 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 0.94% | 1.28% | 1,081,781 | 101,914 | 10.40% | 46,765,393 | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | 0.06% | 1.16% | 74,300 | 55,200 | 289.01% | 3,211,989 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.82% | 1.11% | 942,940 | -21,415 | -2.22% | 40,763,282 | Jun 30, 2024 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 1.54% | 1.10% | 1,779,904 | 21,150 | 1.20% | 76,945,250 | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | 0.14% | 0.99% | 166,648 | -51,891 | -23.74% | 7,204,193 | Jun 30, 2024 |
| CENTRIC WEALTH MANAGEMENT | 0.05% | 0.82% | 62,267 | 62,267 | 100.00% | 2,858,678 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.27% | 0.74% | 310,558 | 247,331 | 391.18% | 13,490,644 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.22% | 0.68% | 258,612 | -5,229 | -1.98% | 11,179,796 | Jun 30, 2024 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 0.03% | 0.67% | 29,190 | - | - | 1,261,884 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.08% | 0.66% | 95,962 | -25,565 | -21.04% | 4,148,437 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.01% | 0.58% | 16,925 | -100 | -0.59% | 731,668 | Jun 30, 2024 |
| ADAMS WEALTH MANAGEMENT | 0.05% | 0.56% | 55,767 | 3,221 | 6.13% | 2,410,788 | Jun 30, 2024 |
The largest SM Energy shareholder by % of total assets is OSLO ASSET MANAGEMENT AS. The company owns 290.11K shares of SM Energy (SM), representing 14.50% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JUPITER ASSET MANAGEMENT LTD | 1.00% | 0.47% | 1,159,488 | 1,046,872 | 929.59% | 50,124,666 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.45% | 0.13% | 525,061 | 525,061 | 100.00% | 22,698,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.48% | 0.07% | 6,341,875 | 384,675 | 6.46% | 274,161,351 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.39% | 0.01% | 447,393 | 339,959 | 316.44% | 19,340,799 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.28% | 0.53% | 326,568 | 326,568 | 100.00% | 14,117,535 | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.79% | 0.29% | 915,822 | 325,699 | 55.19% | 39,590,978 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.32% | 0.06% | 372,480 | 277,111 | 290.57% | 16,102,310 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.81% | 0.00% | 936,783 | 275,551 | 41.67% | 40,497,129 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 0.40% | 1.97% | 457,854 | 270,754 | 144.71% | 19,793,028 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.23% | 0.06% | 267,176 | 267,176 | 100.00% | 11,550,018 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.27% | 0.74% | 310,558 | 247,331 | 391.18% | 13,490,644 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.87% | 0.08% | 2,168,024 | 241,712 | 12.55% | 93,724,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.33% | 0.04% | 379,660 | 218,428 | 135.47% | 16,412,701,000 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.26% | 0.02% | 305,496 | 206,905 | 209.86% | 13,206,605,000 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.18% | 0.05% | 204,702 | 204,702 | 100.00% | 8,849,267 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.18% | 0.42% | 202,697 | 202,697 | 100.00% | 8,762,592 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.17% | 0.03% | 194,398 | 194,398 | 100.00% | 8,403,826 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.32% | 0.09% | 371,328 | 186,389 | 100.78% | 16,212,180 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.36% | 0.03% | 411,103 | 185,433 | 82.17% | 17,771,983 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.14% | 0.02% | 159,800 | 159,800 | 100.00% | 6,908,154 | Jun 30, 2024 |
As of Jun 30 2024, SM Energy's largest institutional buyer is JUPITER ASSET MANAGEMENT LTD. The company purchased 1.05M stocks of SM, valued at $50.12M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PACER ADVISORS, INC. | 0.00% | 0.00% | 3,650 | -3,727,589 | -99.90% | 157,790 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.04% | 0.52% | 1,206,814 | -1,488,882 | -55.23% | 52,170,558 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.35% | 0.04% | 1,566,857 | -1,194,801 | -43.26% | 67,736,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 4,006 | -676,031 | -99.41% | 173,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -489,902 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.03% | 0.09% | 1,191,500 | -482,500 | -28.82% | 51,508,545 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.03% | 0.01% | 29,083 | -358,559 | -92.50% | 1,257,258 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.20% | 0.02% | 235,500 | -350,400 | -59.81% | 10,180,665 | Jun 30, 2024 |
| MORGAN STANLEY | 0.93% | 0.00% | 1,081,082 | -258,707 | -19.31% | 46,735,200 | Jun 30, 2024 |
| INVESCO LTD. | 0.74% | 0.01% | 859,035 | -248,760 | -22.46% | 37,136,083 | Jun 30, 2024 |
| BLACKROCK INC. | 17.05% | 0.02% | 19,711,629 | -227,815 | -1.14% | 852,133,731 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.20% | 0.01% | 228,397 | -215,235 | -48.52% | 9,873,581 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.02% | 11,655 | -205,919 | -94.64% | 504,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -187,988 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.15% | 0.01% | 168,099 | -179,845 | -51.69% | 7,266,920 | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -162,936 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.59% | 0.05% | 684,451 | -158,509 | -18.80% | 29,588,816 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 13,456 | -127,805 | -90.47% | 581,703 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.72% | 0.01% | 828,752 | -96,927 | -10.47% | 35,826,949 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.08% | 0.01% | 88,649 | -87,908 | -49.79% | 3,832,296 | Jun 30, 2024 |
As of Jun 30 2024, SM Energy's biggest institutional seller is PACER ADVISORS, INC.. The company sold -3.73M shares of SM, valued at $157.79K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HRT FINANCIAL LP | 0.45% | 0.13% | 525,061 | 525,061 | 100.00% | 22,698,000 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.28% | 0.53% | 326,568 | 326,568 | 100.00% | 14,117,535 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.23% | 0.06% | 267,176 | 267,176 | 100.00% | 11,550,018 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.18% | 0.05% | 204,702 | 204,702 | 100.00% | 8,849,267 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.18% | 0.42% | 202,697 | 202,697 | 100.00% | 8,762,592 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.17% | 0.03% | 194,398 | 194,398 | 100.00% | 8,403,826 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.13% | 0.19% | 151,056 | 151,056 | 100.00% | 6,530,151 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.11% | 0.11% | 126,427 | 126,427 | 100.00% | 5,465,439 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.10% | 0.09% | 119,590 | 119,590 | 100.00% | 5,169,876 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.09% | 0.17% | 108,154 | 108,154 | 100.00% | 4,675,537 | Jun 30, 2024 |
| CASTELLAN GROUP | 0.09% | 2.21% | 107,501 | 107,501 | 100.00% | 4,647,268 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.02% | 66,398 | 66,398 | 100.00% | 2,870,386 | Jun 30, 2024 |
| CENTRIC WEALTH MANAGEMENT | 0.05% | 0.82% | 62,267 | 62,267 | 100.00% | 2,858,678 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 58,572 | 58,572 | 100.00% | 2,532,068 | Jun 30, 2024 |
| CACHETECH INC. | 0.05% | 0.56% | 55,767 | 55,767 | 100.00% | 2,410,788 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.05% | 0.42% | 52,156 | 52,156 | 100.00% | 2,254,704 | Jun 30, 2024 |
| WESTOVER CAPITAL ADVISORS, LLC | 0.02% | 0.29% | 26,020 | 26,020 | 100.00% | 1,124,845 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.02% | 0.08% | 25,746 | 25,746 | 100.00% | 1,113,000 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 21,411 | 21,411 | 100.00% | 925,598 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.02% | 0.33% | 20,797 | 20,797 | 100.00% | 899,000 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.02% | 0.18% | 20,638 | 20,638 | 100.00% | 892,181 | Jun 30, 2024 |
| WAKEFIELD ASSET MANAGEMENT LLLP | 0.02% | 0.29% | 19,114 | 19,114 | 100.00% | 826,299 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 0.03% | 18,400 | 18,400 | 100.00% | 795,432 | Jun 30, 2024 |
| CHOREO, LLC | 0.02% | 0.01% | 18,158 | 18,158 | 100.00% | 792,778 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.04% | 12,841 | 12,841 | 100.00% | 555,116 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.10% | 12,250 | 12,250 | 100.00% | 529,568 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.07% | 10,503 | 10,503 | 100.00% | 454,045 | Jun 30, 2024 |
| NINE MASTS CAPITAL LTD | 0.01% | 0.11% | 8,300 | 8,300 | 100.00% | 358,809 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 0.00% | 7,805 | 7,805 | 100.00% | 337,000 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.01% | 2.05% | 6,803 | 6,803 | 100.00% | 294,094 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.01% | 0.14% | 5,876 | 5,876 | 100.00% | 254,006 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 5,319 | 5,319 | 100.00% | 229,954 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.04% | 5,200 | 5,200 | 100.00% | 225,000 | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | 0.00% | 0.17% | 5,120 | 5,120 | 100.00% | 221,338 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.04% | 5,013 | 5,013 | 100.00% | 216,712 | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.00% | 0.00% | 4,701 | 4,701 | 100.00% | 203,224 | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | 0.00% | 0.05% | 4,630 | 4,630 | 100.00% | 200,155 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.09% | 3,400 | 3,400 | 100.00% | 146,982 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 3,062 | 3,062 | 100.00% | 132,370 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.07% | 2,300 | 2,300 | 100.00% | 99,000 | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | 0.00% | 0.06% | 2,295 | 2,295 | 100.00% | 99,213 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 1,014 | 1,014 | 100.00% | 50,548 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.01% | 791 | 791 | 100.00% | 34,291 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 608 | 608 | 100.00% | 26,284 | Jun 30, 2024 |
| WASHINGTON TRUST CO | 0.00% | 0.00% | 500 | 500 | 100.00% | 21,615 | Jun 30, 2024 |
| SMITHFIELD TRUST CO | 0.00% | 0.00% | 370 | 370 | 100.00% | 16,000 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 349 | 349 | 100.00% | 15,087 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 329 | 329 | 100.00% | 14,223 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 199 | 199 | 100.00% | 8,603 | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | 0.00% | 0.00% | 129 | 129 | 100.00% | 5,577 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | 0.00% | 0.00% | 108 | 108 | 100.00% | 4,669 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 99 | 99 | 100.00% | 4,280 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 61 | 61 | 100.00% | 2,638 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | 54 | 54 | 100.00% | 2,334,000 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 50 | 50 | 100.00% | 2,162 | Jun 30, 2024 |
| FINANCIAL CONNECTIONS GROUP, INC. | - | 0.00% | 46 | 46 | 100.00% | 1,000 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 31 | 31 | 100.00% | 1,340 | Jun 30, 2024 |
| COHEN & STEERS, INC. | - | - | 29 | 29 | 100.00% | 1,000 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | - | - | 29 | 29 | 100.00% | 1,446 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 28 | 28 | 100.00% | 1,210 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 21 | 21 | 100.00% | 907 | Jun 30, 2024 |
| HORIZON INVESTMENTS, LLC | - | - | 19 | 19 | 100.00% | 818 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 15 | 15 | 100.00% | 675 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | 12 | 12 | 100.00% | 519 | Jun 30, 2024 |
SM Energy's largest new institutional shareholder by number of shares is HRT FINANCIAL LP, purchased 525.06K shares, valued at $22.70M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -489,902 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -187,988 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -162,936 | -100.00% | - | Jun 30, 2024 |
| CLARK ESTATES INC/NY | - | - | - | -80,800 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -62,511 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -62,508 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -34,138 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -23,483 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -21,531 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -19,500 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -15,952 | -100.00% | - | Jun 30, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | - | - | - | -13,871 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -13,871 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -13,069 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -11,500 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -10,641 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -9,560 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -9,000 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -8,699 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -6,599 | -100.00% | - | Jun 30, 2024 |
| SHAY CAPITAL LLC | - | - | - | -6,500 | -100.00% | - | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | - | - | - | -6,463 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -6,090 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -5,934 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | - | - | - | -5,246 | -100.00% | - | Jun 30, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | - | - | - | -5,076 | -100.00% | - | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -4,872 | -100.00% | - | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | - | - | - | -4,827 | -100.00% | - | Jun 30, 2024 |
| VISE TECHNOLOGIES, INC. | - | - | - | -4,740 | -100.00% | - | Jun 30, 2024 |
| REGIONS FINANCIAL CORP | - | - | - | -4,720 | -100.00% | - | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | - | - | - | -4,671 | -100.00% | - | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | - | - | - | -4,668 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -4,412 | -100.00% | - | Jun 30, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | - | - | - | -4,214 | -100.00% | - | Jun 30, 2024 |
| BALLENTINE PARTNERS, LLC | - | - | - | -4,071 | -100.00% | - | Jun 30, 2024 |
| ENCOMPASS MORE ASSET MANAGEMENT | - | - | - | -4,051 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -1,627 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,028 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| TRANSCENDENT CAPITAL GROUP LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
SM Energy's largest sold out institutional shareholder by shares sold is WELLINGTON MANAGEMENT GROUP LLP, sold -0.49M shares, valued at -, as of undefined.
SM Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 13.97% | 28,506 | - | - | Jan 31, 2021 |
| AB TRUST | 1.40% | 1,332,186 | - | - | Feb 29, 2024 |
| TOCQUEVILLE TRUST | 0.54% | 75,000 | - | - | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.51% | 125,679 | - | - | Dec 31, 2023 |
| Pacific Global ETF Trust | 0.46% | 150,000 | - | - | Sep 30, 2021 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.41% | 1,110,000 | - | - | Mar 31, 2024 |
| AMCAP FUND | 0.33% | 2,799,252 | - | - | Feb 29, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.33% | 50,000 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.31% | 247,623 | -11,851 | -4.57% | Mar 31, 2024 |
| HIGHLAND FUNDS II | 0.31% | 4,599 | - | - | Dec 31, 2023 |
| ROYCE CAPITAL FUND | 0.25% | 94,586 | 94,586 | - | Mar 31, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.22% | 270,000 | - | - | Aug 31, 2023 |
| DELAWARE VIP TRUST | 0.22% | 782,500 | - | - | Mar 28, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.20% | 30,000 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.19% | 564,712 | -31,476 | -5.28% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.18% | 35,343 | -180 | -0.51% | Mar 28, 2024 |
| CGM TRUST | 0.17% | 230,000 | - | - | Sep 30, 2022 |
| BRIDGEWAY FUNDS INC | 0.16% | 379,900 | - | - | Mar 28, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.16% | 11,530 | -3,921 | -25.38% | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.16% | 81,700 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.15% | 854,663 | 176,582 | 26.04% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.15% | 483,300 | 105,900 | 28.06% | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.15% | 631,359 | 10,294 | 1.66% | Feb 29, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.14% | 1,112,800 | -109,300 | -8.94% | Mar 31, 2024 |
| M FUND INC | 0.14% | 64,505 | -976 | -1.49% | Mar 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.13% | 390,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.13% | 475,100 | -600 | -0.13% | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.11% | 117,171 | -19,241 | -14.11% | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.11% | 3,108 | - | - | Mar 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.10% | 300,000 | 300,000 | - | Sep 30, 2019 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.10% | 57,790 | -280 | -0.48% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.09% | 22,136 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.09% | 7,754 | 2,110 | 37.38% | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.08% | 393,046 | 86,979 | 28.42% | Dec 31, 2023 |
| Brookfield Real Assets Income Fund Inc. | 0.07% | 793,000 | - | - | Mar 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.07% | 10,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.06% | 8,940,000 | -150,000 | -1.65% | Mar 28, 2024 |
| 360 Funds | 0.06% | 12,500 | - | - | Feb 29, 2024 |
| PPM Funds | 0.06% | 48,000 | - | - | Mar 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.06% | 268,070 | - | - | Mar 31, 2024 |
| Brookfield Real Assets Income Fund Inc. | 0.06% | 690,000 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.05% | 635,432 | 629,908 | 11403.11% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.05% | 128,393 | 28,098 | 28.02% | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.05% | 6,395 | - | - | Dec 31, 2020 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 27,632 | 11,850 | 75.09% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 162,134 | 22,373 | 16.01% | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.04% | 2,504 | - | - | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.04% | 348,181 | -9,908 | -2.77% | Jan 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.04% | 2,540,000 | - | - | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.03% | 1,168,554 | - | - | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 2,368,000 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.03% | 203,232 | -11,464 | -5.34% | Mar 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.03% | 5,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.03% | 1,788,885 | 254,150 | 16.56% | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.03% | 710,807 | -275,383 | -27.92% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 17,158 | -864 | -4.79% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.03% | 8,923,000 | - | - | Dec 31, 2023 |
| HOMESTEAD FUNDS INC | 0.03% | 153,300 | - | - | Mar 31, 2024 |
| Cambria ETF Trust | 0.03% | 252,330 | 33,431 | 15.27% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 22,242 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.03% | 234,030 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.03% | 655,000 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 10,199,391 | -1,742,315 | -14.59% | Mar 31, 2024 |
| INTEGRITY FUNDS | 0.02% | 60,000 | - | - | Jan 31, 2024 |
| Weiss Strategic Interval Fund | 0.02% | 77,581 | 77,581 | - | Sep 30, 2022 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 56,270 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.02% | 220,800 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.02% | 2,274,414 | 731,549 | 47.41% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 195,351 | -63,199 | -24.44% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 586 | -205 | -25.92% | Mar 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.02% | 50,000 | 50,000 | - | Sep 30, 2019 |
| JNL VARIABLE FUND LLC | 0.02% | 89,514 | - | - | Mar 31, 2020 |
| INTEGRITY FUNDS | 0.02% | 40,000 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.01% | 70,326 | 2,285 | 3.36% | Mar 31, 2024 |
| Brookfield Investment Funds | 0.01% | 23,000 | - | - | Mar 31, 2024 |
| INTEGRITY FUNDS | 0.01% | 34,000 | - | - | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 390,775 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.01% | 175,000 | - | - | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 61,100 | -6,300 | -9.35% | Feb 29, 2024 |
| Brookfield Investment Funds | 0.01% | 20,000 | - | - | Mar 31, 2024 |
| BNY Mellon Investment Funds III | 0.01% | 4,270,000 | - | - | Jan 31, 2024 |
| INTEGRITY FUNDS | 0.01% | 31,000 | - | - | Jan 31, 2024 |
| abrdn Funds | 0.01% | 169,192 | -8,775 | -4.93% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,674 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 145,240 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 99,300 | -12,800 | -11.42% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 487,153 | 6,840 | 1.42% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 27,759 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 97,072 | - | - | Mar 28, 2024 |
| Zacks Trust | 0.01% | 898 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,400,000 | - | - | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.01% | 260,710 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 21,177 | -5,156 | -19.58% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.01% | 100,915 | -81,821 | -44.78% | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.01% | 630,000 | 165,000 | 35.48% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,150,000 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 18,308 | -15,763 | -46.27% | Feb 29, 2024 |
| AMG Funds I | 0.01% | 14,527 | - | - | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 2,710 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 41,580 | 41,580 | - | Mar 31, 2024 |
SM Energy's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 28.51K shares, compromising 13.97% of its total assets.
SM Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 402 | -1.23% |
| 31 Mar, 24 | 407 | 6.27% |
| 31 Dec, 23 | 383 | -1.29% |
| 30 Sep, 23 | 388 | 20.12% |
| 30 Jun, 23 | 323 | 4.19% |
| 31 Mar, 23 | 310 | -13.41% |
| 31 Dec, 22 | 358 | 10.15% |
| 30 Sep, 22 | 325 | -0.91% |
| 30 Jun, 22 | 328 | 3.47% |
| 31 Mar, 22 | 317 | 16.12% |
| 31 Dec, 21 | 273 | 10.53% |
| 30 Sep, 21 | 247 | 5.56% |
| 30 Jun, 21 | 234 | 24.47% |
| 31 Mar, 21 | 188 | -1.05% |
| 31 Dec, 20 | 190 | 12.43% |
| 30 Sep, 20 | 169 | -12.44% |
| 30 Jun, 20 | 193 | 9.04% |
| 31 Mar, 20 | 177 | -25.32% |
| 31 Dec, 19 | 237 | 1.72% |
| 30 Sep, 19 | 233 | -4.12% |
| 30 Jun, 19 | 243 | -8.30% |
| 31 Mar, 19 | 265 | 4.33% |
| 31 Dec, 18 | 254 | -14.19% |
| 30 Sep, 18 | 296 | -1.66% |
| 30 Jun, 18 | 301 | 11.07% |
| 31 Mar, 18 | 271 | -4.58% |
| 31 Dec, 17 | 284 | 4.80% |
| 30 Sep, 17 | 271 | -6.87% |
| 30 Jun, 17 | 291 | -2.68% |
| 31 Mar, 17 | 299 | -11.54% |
| 31 Dec, 16 | 338 | 14.58% |
| 30 Sep, 16 | 295 | 15.23% |
| 30 Jun, 16 | 256 | 5.35% |
| 31 Mar, 16 | 243 | -7.60% |
| 31 Dec, 15 | 263 | -11.15% |
| 30 Sep, 15 | 296 | -5.73% |
| 30 Jun, 15 | 314 | -3.38% |
| 31 Mar, 15 | 325 | 7.62% |
| 31 Dec, 14 | 302 | -9.58% |
| 30 Sep, 14 | 334 | 0.60% |
| 30 Jun, 14 | 332 | 3.11% |
| 31 Mar, 14 | 322 | -6.12% |
| 31 Dec, 13 | 343 | 14.33% |
| 30 Sep, 13 | 300 | 10.70% |
| 30 Jun, 13 | 271 | 102.24% |
| 31 Mar, 13 | 134 | 3.88% |
| 31 Dec, 12 | 129 | 20.56% |
| 30 Sep, 12 | 107 | -1.83% |
| 30 Jun, 12 | 109 | - |
| 31 Mar, 12 | 109 | 1.87% |
| 31 Dec, 11 | 107 | 1.90% |
| 30 Sep, 11 | 105 | -1.87% |
| 30 Jun, 11 | 107 | 5.94% |
| 31 Mar, 11 | 101 | 31.17% |
| 31 Dec, 10 | 77 | -6.10% |
| 30 Sep, 10 | 82 | 1.23% |
| 30 Jun, 10 | 81 | - |
As of 30 Jun 24, 402 institutions are holding SM Energy's shares, representing a decrease of -1.23% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 112,472,163 | -1.92% |
| 31 Mar, 24 | 114,669,501 | 4.41% |
| 31 Dec, 23 | 109,827,752 | 3.46% |
| 30 Sep, 23 | 106,151,864 | -2.12% |
| 30 Jun, 23 | 108,446,600 | 0.67% |
| 31 Mar, 23 | 107,726,452 | -3.78% |
| 31 Dec, 22 | 111,957,791 | 1.90% |
| 30 Sep, 22 | 109,875,148 | -0.51% |
| 30 Jun, 22 | 110,440,496 | 5.60% |
| 31 Mar, 22 | 104,585,567 | 1.00% |
| 31 Dec, 21 | 103,546,731 | 0.12% |
| 30 Sep, 21 | 103,419,330 | 0.89% |
| 30 Jun, 21 | 102,503,237 | 3.92% |
| 31 Mar, 21 | 98,639,191 | 14.22% |
| 31 Dec, 20 | 86,355,477 | 9.50% |
| 30 Sep, 20 | 78,860,226 | -21.69% |
| 30 Jun, 20 | 100,696,658 | -9.01% |
| 31 Mar, 20 | 110,673,895 | -1.67% |
| 31 Dec, 19 | 112,548,493 | -1.89% |
| 30 Sep, 19 | 114,718,405 | -2.43% |
| 30 Jun, 19 | 117,570,223 | 4.58% |
| 31 Mar, 19 | 112,421,074 | -8.84% |
| 31 Dec, 18 | 123,323,247 | 1.74% |
| 30 Sep, 18 | 121,214,608 | -7.17% |
| 30 Jun, 18 | 130,573,590 | -3.07% |
| 31 Mar, 18 | 134,703,858 | 4.39% |
| 31 Dec, 17 | 129,033,564 | 9.39% |
| 30 Sep, 17 | 117,953,805 | 8.31% |
| 30 Jun, 17 | 108,898,993 | -0.12% |
| 31 Mar, 17 | 109,026,680 | 9.28% |
| 31 Dec, 16 | 99,768,868 | 14.95% |
| 30 Sep, 16 | 86,791,245 | 19.27% |
| 30 Jun, 16 | 72,767,616 | -12.71% |
| 31 Mar, 16 | 83,361,669 | -4.15% |
| 31 Dec, 15 | 86,970,557 | 16.42% |
| 30 Sep, 15 | 74,701,159 | 8.97% |
| 30 Jun, 15 | 68,550,321 | 8.21% |
| 31 Mar, 15 | 63,352,206 | -0.25% |
| 31 Dec, 14 | 63,512,755 | -0.90% |
| 30 Sep, 14 | 64,090,673 | 3.09% |
| 30 Jun, 14 | 62,169,150 | 3.66% |
| 31 Mar, 14 | 59,975,392 | -3.01% |
| 31 Dec, 13 | 61,837,920 | -2.50% |
| 30 Sep, 13 | 63,425,768 | 6.58% |
| 30 Jun, 13 | 59,512,190 | 94.48% |
| 31 Mar, 13 | 30,599,899 | -11.56% |
| 31 Dec, 12 | 34,600,237 | 10.72% |
| 30 Sep, 12 | 31,250,095 | 5.09% |
| 30 Jun, 12 | 29,737,430 | 13.28% |
| 31 Mar, 12 | 26,250,723 | -0.90% |
| 31 Dec, 11 | 26,489,464 | 3.10% |
| 30 Sep, 11 | 25,693,912 | -10.95% |
| 30 Jun, 11 | 28,853,839 | 13.77% |
| 31 Mar, 11 | 25,362,249 | 32.96% |
| 31 Dec, 10 | 19,074,425 | -20.14% |
| 30 Sep, 10 | 23,884,312 | 29.11% |
| 30 Jun, 10 | 18,499,777 | - |
SM Energy (SM) has 112.47M shares outstanding as of 30 Jun 24, down -1.92% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 97.26% | 1.04% |
| 31 Mar, 24 | 96.62% | 1.11% |
| 31 Dec, 23 | 93.21% | 1.18% |
| 30 Sep, 23 | 88.90% | 1.12% |
| 30 Jun, 23 | 89.13% | 1.14% |
| 31 Mar, 23 | 88.54% | 1.06% |
| 31 Dec, 22 | 91.41% | 1.15% |
| 30 Sep, 22 | 89.19% | 1.09% |
| 30 Jun, 22 | 90.59% | 1.23% |
| 31 Mar, 22 | 85.79% | 1.18% |
| 31 Dec, 21 | 85.20% | 1.18% |
| 30 Sep, 21 | 85.15% | 1.14% |
| 30 Jun, 21 | 86.61% | 1.17% |
| 31 Mar, 21 | 85.95% | 1.49% |
| 31 Dec, 20 | 75.93% | 1.60% |
| 30 Sep, 20 | 68.95% | 0.87% |
| 30 Jun, 20 | 89.11% | 0.93% |
| 31 Mar, 20 | 97.93% | 0.98% |
| 31 Dec, 19 | 100.00% | 0.97% |
| 30 Sep, 19 | 101.70% | 0.93% |
| 30 Jun, 19 | 104.73% | 1.04% |
| 31 Mar, 19 | 100.15% | 0.82% |
| 31 Dec, 18 | 110.20% | 0.94% |
| 30 Sep, 18 | 108.12% | 0.79% |
| 30 Jun, 18 | 116.90% | 0.80% |
| 31 Mar, 18 | 120.60% | 0.90% |
| 31 Dec, 17 | 115.61% | 1.03% |
| 30 Sep, 17 | 105.72% | 1.10% |
| 30 Jun, 17 | 97.86% | 1.02% |
| 31 Mar, 17 | 97.99% | 0.58% |
| 31 Dec, 16 | 130.30% | 1.07% |
| 30 Sep, 16 | 110.61% | 0.97% |
| 30 Jun, 16 | 106.85% | 0.71% |
| 31 Mar, 16 | 122.45% | 0.74% |
| 31 Dec, 15 | 128.42% | 1.06% |
| 30 Sep, 15 | 109.92% | 1.07% |
| 30 Jun, 15 | 101.58% | 1.15% |
| 31 Mar, 15 | 93.91% | 1.05% |
| 31 Dec, 14 | 94.47% | 1.04% |
| 30 Sep, 14 | 95.12% | 1.11% |
| 30 Jun, 14 | 92.69% | 1.16% |
| 31 Mar, 14 | 89.44% | 1.05% |
| 31 Dec, 13 | 92.30% | 1.03% |
| 30 Sep, 13 | 94.75% | 1.18% |
| 30 Jun, 13 | 89.77% | 4.20% |
| 31 Mar, 13 | 46.22% | 1.69% |
| 31 Dec, 12 | 52.34% | 2.32% |
| 30 Sep, 12 | 47.53% | 2.24% |
| 30 Jun, 12 | 46.04% | 2.75% |
| 31 Mar, 12 | 40.95% | 2.40% |
| 31 Dec, 11 | 41.32% | 2.56% |
| 30 Sep, 11 | 40.21% | 1.96% |
| 30 Jun, 11 | 45.34% | 2.84% |
| 31 Mar, 11 | 39.97% | 4.42% |
| 31 Dec, 10 | 30.06% | 2.09% |
| 30 Sep, 10 | 37.89% | 4.38% |
| 30 Jun, 10 | 29.40% | - |
As of 30 Jun 24, SM Energy is held by 97.26% institutional shareholders, representing a 1.04% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 227 | 28.98% |
| 31 Mar, 24 | 176 | -6.88% |
| 31 Dec, 23 | 189 | -5.03% |
| 30 Sep, 23 | 199 | 17.06% |
| 30 Jun, 23 | 170 | 13.33% |
| 31 Mar, 23 | 150 | -26.83% |
| 31 Dec, 22 | 205 | 25.77% |
| 30 Sep, 22 | 163 | 1.88% |
| 30 Jun, 22 | 160 | - |
| 31 Mar, 22 | 160 | 7.38% |
| 31 Dec, 21 | 149 | 25.21% |
| 30 Sep, 21 | 119 | -9.16% |
| 30 Jun, 21 | 131 | 55.95% |
| 31 Mar, 21 | 84 | -12.50% |
| 31 Dec, 20 | 96 | 45.45% |
| 30 Sep, 20 | 66 | -32.65% |
| 30 Jun, 20 | 98 | 20.99% |
| 31 Mar, 20 | 81 | -26.36% |
| 31 Dec, 19 | 110 | -16.67% |
| 30 Sep, 19 | 132 | 15.79% |
| 30 Jun, 19 | 114 | -5.79% |
| 31 Mar, 19 | 121 | - |
| 31 Dec, 18 | 121 | -8.33% |
| 30 Sep, 18 | 132 | 3.13% |
| 30 Jun, 18 | 128 | -1.54% |
| 31 Mar, 18 | 130 | 4.00% |
| 31 Dec, 17 | 125 | 8.70% |
| 30 Sep, 17 | 115 | -23.84% |
| 30 Jun, 17 | 151 | -3.21% |
| 31 Mar, 17 | 156 | -21.61% |
| 31 Dec, 16 | 199 | 19.88% |
| 30 Sep, 16 | 166 | 64.36% |
| 30 Jun, 16 | 101 | -18.55% |
| 31 Mar, 16 | 124 | -8.15% |
| 31 Dec, 15 | 135 | -13.46% |
| 30 Sep, 15 | 156 | 0.65% |
| 30 Jun, 15 | 155 | -4.91% |
| 31 Mar, 15 | 163 | -1.21% |
| 31 Dec, 14 | 165 | -3.51% |
| 30 Sep, 14 | 171 | 12.50% |
| 30 Jun, 14 | 152 | -6.17% |
| 31 Mar, 14 | 162 | -6.36% |
| 31 Dec, 13 | 173 | 10.90% |
| 30 Sep, 13 | 156 | -18.32% |
| 30 Jun, 13 | 191 | 138.75% |
| 31 Mar, 13 | 80 | 6.67% |
| 31 Dec, 12 | 75 | 22.95% |
| 30 Sep, 12 | 61 | -3.17% |
| 30 Jun, 12 | 63 | - |
| 31 Mar, 12 | 63 | 14.55% |
| 31 Dec, 11 | 55 | -1.79% |
| 30 Sep, 11 | 56 | 12.00% |
| 30 Jun, 11 | 50 | -21.88% |
| 31 Mar, 11 | 64 | 48.84% |
| 31 Dec, 10 | 43 | 19.44% |
| 30 Sep, 10 | 36 | -54.43% |
| 30 Jun, 10 | 79 | - |
227 institutional shareholders have increased their position in SM stock as of 30 Jun 24 compared to 176 in the previous quarter (a 28.98% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 117 | -28.66% |
| 31 Mar, 24 | 164 | 24.24% |
| 31 Dec, 23 | 132 | -0.75% |
| 30 Sep, 23 | 133 | 34.34% |
| 30 Jun, 23 | 99 | -9.17% |
| 31 Mar, 23 | 109 | 11.22% |
| 31 Dec, 22 | 98 | -6.67% |
| 30 Sep, 22 | 105 | -5.41% |
| 30 Jun, 22 | 111 | 6.73% |
| 31 Mar, 22 | 104 | 16.85% |
| 31 Dec, 21 | 89 | 5.95% |
| 30 Sep, 21 | 84 | 31.25% |
| 30 Jun, 21 | 64 | -8.57% |
| 31 Mar, 21 | 70 | 25.00% |
| 31 Dec, 20 | 56 | 9.80% |
| 30 Sep, 20 | 51 | -3.77% |
| 30 Jun, 20 | 53 | -5.36% |
| 31 Mar, 20 | 56 | -28.21% |
| 31 Dec, 19 | 78 | 23.81% |
| 30 Sep, 19 | 63 | -18.18% |
| 30 Jun, 19 | 77 | -7.23% |
| 31 Mar, 19 | 83 | 2.47% |
| 31 Dec, 18 | 81 | -24.30% |
| 30 Sep, 18 | 107 | 16.30% |
| 30 Jun, 18 | 92 | 12.20% |
| 31 Mar, 18 | 82 | -5.75% |
| 31 Dec, 17 | 87 | 20.83% |
| 30 Sep, 17 | 72 | 9.09% |
| 30 Jun, 17 | 66 | -8.33% |
| 31 Mar, 17 | 72 | 2.86% |
| 31 Dec, 16 | 70 | 1.45% |
| 30 Sep, 16 | 69 | -24.18% |
| 30 Jun, 16 | 91 | 40.00% |
| 31 Mar, 16 | 65 | -4.41% |
| 31 Dec, 15 | 68 | -8.11% |
| 30 Sep, 15 | 74 | -16.85% |
| 30 Jun, 15 | 89 | -16.04% |
| 31 Mar, 15 | 106 | 24.71% |
| 31 Dec, 14 | 85 | -12.37% |
| 30 Sep, 14 | 97 | -19.83% |
| 30 Jun, 14 | 121 | 16.35% |
| 31 Mar, 14 | 104 | -8.77% |
| 31 Dec, 13 | 114 | 18.75% |
| 30 Sep, 13 | 96 | 134.15% |
| 30 Jun, 13 | 41 | 28.13% |
| 31 Mar, 13 | 32 | - |
| 31 Dec, 12 | 32 | 18.52% |
| 30 Sep, 12 | 27 | -18.18% |
| 30 Jun, 12 | 33 | 6.45% |
| 31 Mar, 12 | 31 | -26.19% |
| 31 Dec, 11 | 42 | 13.51% |
| 30 Sep, 11 | 37 | -13.95% |
| 30 Jun, 11 | 43 | 43.33% |
| 31 Mar, 11 | 30 | 30.43% |
| 31 Dec, 10 | 23 | -34.29% |
| 30 Sep, 10 | 35 | - |
| 30 Jun, 10 | - | - |
117 institutional shareholders have reduced their position in SM stock as of 30 Jun 24 compared to 164 in the previous quarter (a -28.66% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 402 | -1.23% | 112,472,163 | -1.92% | 97.26% | 1.04% | 227 | 28.98% | 117 | -28.66% |
| 31 Mar, 24 | 407 | 6.27% | 114,669,501 | 4.41% | 96.62% | 1.11% | 176 | -6.88% | 164 | 24.24% |
| 31 Dec, 23 | 383 | -1.29% | 109,827,752 | 3.46% | 93.21% | 1.18% | 189 | -5.03% | 132 | -0.75% |
| 30 Sep, 23 | 388 | 20.12% | 106,151,864 | -2.12% | 88.90% | 1.12% | 199 | 17.06% | 133 | 34.34% |
| 30 Jun, 23 | 323 | 4.19% | 108,446,600 | 0.67% | 89.13% | 1.14% | 170 | 13.33% | 99 | -9.17% |
| 31 Mar, 23 | 310 | -13.41% | 107,726,452 | -3.78% | 88.54% | 1.06% | 150 | -26.83% | 109 | 11.22% |
| 31 Dec, 22 | 358 | 10.15% | 111,957,791 | 1.90% | 91.41% | 1.15% | 205 | 25.77% | 98 | -6.67% |
| 30 Sep, 22 | 325 | -0.91% | 109,875,148 | -0.51% | 89.19% | 1.09% | 163 | 1.88% | 105 | -5.41% |
| 30 Jun, 22 | 328 | 3.47% | 110,440,496 | 5.60% | 90.59% | 1.23% | 160 | - | 111 | 6.73% |
| 31 Mar, 22 | 317 | 16.12% | 104,585,567 | 1.00% | 85.79% | 1.18% | 160 | 7.38% | 104 | 16.85% |
| 31 Dec, 21 | 273 | 10.53% | 103,546,731 | 0.12% | 85.20% | 1.18% | 149 | 25.21% | 89 | 5.95% |
| 30 Sep, 21 | 247 | 5.56% | 103,419,330 | 0.89% | 85.15% | 1.14% | 119 | -9.16% | 84 | 31.25% |
| 30 Jun, 21 | 234 | 24.47% | 102,503,237 | 3.92% | 86.61% | 1.17% | 131 | 55.95% | 64 | -8.57% |
| 31 Mar, 21 | 188 | -1.05% | 98,639,191 | 14.22% | 85.95% | 1.49% | 84 | -12.50% | 70 | 25.00% |
| 31 Dec, 20 | 190 | 12.43% | 86,355,477 | 9.50% | 75.93% | 1.60% | 96 | 45.45% | 56 | 9.80% |
| 30 Sep, 20 | 169 | -12.44% | 78,860,226 | -21.69% | 68.95% | 0.87% | 66 | -32.65% | 51 | -3.77% |
| 30 Jun, 20 | 193 | 9.04% | 100,696,658 | -9.01% | 89.11% | 0.93% | 98 | 20.99% | 53 | -5.36% |
| 31 Mar, 20 | 177 | -25.32% | 110,673,895 | -1.67% | 97.93% | 0.98% | 81 | -26.36% | 56 | -28.21% |
| 31 Dec, 19 | 237 | 1.72% | 112,548,493 | -1.89% | 100.00% | 0.97% | 110 | -16.67% | 78 | 23.81% |
| 30 Sep, 19 | 233 | -4.12% | 114,718,405 | -2.43% | 101.70% | 0.93% | 132 | 15.79% | 63 | -18.18% |
| 30 Jun, 19 | 243 | -8.30% | 117,570,223 | 4.58% | 104.73% | 1.04% | 114 | -5.79% | 77 | -7.23% |
| 31 Mar, 19 | 265 | 4.33% | 112,421,074 | -8.84% | 100.15% | 0.82% | 121 | - | 83 | 2.47% |
| 31 Dec, 18 | 254 | -14.19% | 123,323,247 | 1.74% | 110.20% | 0.94% | 121 | -8.33% | 81 | -24.30% |
| 30 Sep, 18 | 296 | -1.66% | 121,214,608 | -7.17% | 108.12% | 0.79% | 132 | 3.13% | 107 | 16.30% |
| 30 Jun, 18 | 301 | 11.07% | 130,573,590 | -3.07% | 116.90% | 0.80% | 128 | -1.54% | 92 | 12.20% |
| 31 Mar, 18 | 271 | -4.58% | 134,703,858 | 4.39% | 120.60% | 0.90% | 130 | 4.00% | 82 | -5.75% |
| 31 Dec, 17 | 284 | 4.80% | 129,033,564 | 9.39% | 115.61% | 1.03% | 125 | 8.70% | 87 | 20.83% |
| 30 Sep, 17 | 271 | -6.87% | 117,953,805 | 8.31% | 105.72% | 1.10% | 115 | -23.84% | 72 | 9.09% |
| 30 Jun, 17 | 291 | -2.68% | 108,898,993 | -0.12% | 97.86% | 1.02% | 151 | -3.21% | 66 | -8.33% |
| 31 Mar, 17 | 299 | -11.54% | 109,026,680 | 9.28% | 97.99% | 0.58% | 156 | -21.61% | 72 | 2.86% |
| 31 Dec, 16 | 338 | 14.58% | 99,768,868 | 14.95% | 130.30% | 1.07% | 199 | 19.88% | 70 | 1.45% |
| 30 Sep, 16 | 295 | 15.23% | 86,791,245 | 19.27% | 110.61% | 0.97% | 166 | 64.36% | 69 | -24.18% |
| 30 Jun, 16 | 256 | 5.35% | 72,767,616 | -12.71% | 106.85% | 0.71% | 101 | -18.55% | 91 | 40.00% |
| 31 Mar, 16 | 243 | -7.60% | 83,361,669 | -4.15% | 122.45% | 0.74% | 124 | -8.15% | 65 | -4.41% |
| 31 Dec, 15 | 263 | -11.15% | 86,970,557 | 16.42% | 128.42% | 1.06% | 135 | -13.46% | 68 | -8.11% |
| 30 Sep, 15 | 296 | -5.73% | 74,701,159 | 8.97% | 109.92% | 1.07% | 156 | 0.65% | 74 | -16.85% |
| 30 Jun, 15 | 314 | -3.38% | 68,550,321 | 8.21% | 101.58% | 1.15% | 155 | -4.91% | 89 | -16.04% |
| 31 Mar, 15 | 325 | 7.62% | 63,352,206 | -0.25% | 93.91% | 1.05% | 163 | -1.21% | 106 | 24.71% |
| 31 Dec, 14 | 302 | -9.58% | 63,512,755 | -0.90% | 94.47% | 1.04% | 165 | -3.51% | 85 | -12.37% |
| 30 Sep, 14 | 334 | 0.60% | 64,090,673 | 3.09% | 95.12% | 1.11% | 171 | 12.50% | 97 | -19.83% |
| 30 Jun, 14 | 332 | 3.11% | 62,169,150 | 3.66% | 92.69% | 1.16% | 152 | -6.17% | 121 | 16.35% |
| 31 Mar, 14 | 322 | -6.12% | 59,975,392 | -3.01% | 89.44% | 1.05% | 162 | -6.36% | 104 | -8.77% |
| 31 Dec, 13 | 343 | 14.33% | 61,837,920 | -2.50% | 92.30% | 1.03% | 173 | 10.90% | 114 | 18.75% |
| 30 Sep, 13 | 300 | 10.70% | 63,425,768 | 6.58% | 94.75% | 1.18% | 156 | -18.32% | 96 | 134.15% |
| 30 Jun, 13 | 271 | 102.24% | 59,512,190 | 94.48% | 89.77% | 4.20% | 191 | 138.75% | 41 | 28.13% |
| 31 Mar, 13 | 134 | 3.88% | 30,599,899 | -11.56% | 46.22% | 1.69% | 80 | 6.67% | 32 | - |
| 31 Dec, 12 | 129 | 20.56% | 34,600,237 | 10.72% | 52.34% | 2.32% | 75 | 22.95% | 32 | 18.52% |
| 30 Sep, 12 | 107 | -1.83% | 31,250,095 | 5.09% | 47.53% | 2.24% | 61 | -3.17% | 27 | -18.18% |
| 30 Jun, 12 | 109 | - | 29,737,430 | 13.28% | 46.04% | 2.75% | 63 | - | 33 | 6.45% |
| 31 Mar, 12 | 109 | 1.87% | 26,250,723 | -0.90% | 40.95% | 2.40% | 63 | 14.55% | 31 | -26.19% |
| 31 Dec, 11 | 107 | 1.90% | 26,489,464 | 3.10% | 41.32% | 2.56% | 55 | -1.79% | 42 | 13.51% |
| 30 Sep, 11 | 105 | -1.87% | 25,693,912 | -10.95% | 40.21% | 1.96% | 56 | 12.00% | 37 | -13.95% |
| 30 Jun, 11 | 107 | 5.94% | 28,853,839 | 13.77% | 45.34% | 2.84% | 50 | -21.88% | 43 | 43.33% |
| 31 Mar, 11 | 101 | 31.17% | 25,362,249 | 32.96% | 39.97% | 4.42% | 64 | 48.84% | 30 | 30.43% |
| 31 Dec, 10 | 77 | -6.10% | 19,074,425 | -20.14% | 30.06% | 2.09% | 43 | 19.44% | 23 | -34.29% |
| 30 Sep, 10 | 82 | 1.23% | 23,884,312 | 29.11% | 37.89% | 4.38% | 36 | -54.43% | 35 | - |
| 30 Jun, 10 | 81 | - | 18,499,777 | - | 29.40% | - | 79 | - | - | - |
SM Energy Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of SM Energy's stock was made by PURSELL A WADE on Aug 14 2024, selling 5,000 shares at - per share (valued at -).
SM Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 30 | 44 | 68.18% |
| Q2 2024 | 16 | 4 | 400.00% |
| Q1 2024 | 1 | 3 | 33.33% |
| Q4 2023 | 8 | 1 | 800.00% |
| Q3 2023 | 25 | 43 | 58.14% |
| Q2 2023 | 13 | 1 | 1300.00% |
| Q1 2023 | 6 | 1 | 600.00% |
| Q4 2022 | 4 | - | - |
| Q3 2022 | 57 | 68 | 83.82% |
| Q2 2022 | 8 | 6 | 133.33% |
| Q1 2022 | 3 | 5 | 60.00% |
| Q4 2021 | 11 | 25 | 44.00% |
| Q3 2021 | 39 | 45 | 86.67% |
| Q2 2021 | 15 | 2 | 750.00% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 9 | - | - |
| Q3 2020 | 41 | 66 | 62.12% |
| Q2 2020 | 18 | - | - |
| Q1 2020 | 13 | - | - |
| Q4 2019 | 4 | - | - |
30 total buy trades, and 44 total sell trades (buy/sell ratio of 0.68%) were made by SM Energy's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 5 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 5 | - |
| Q1 2022 | - | 5 | - |
| Q4 2021 | - | 4 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 13 | - | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of SM Energy's stocks.
SM Energy Peer Ownership
| Ticker | Company |
|---|---|
| PR | Permian Resources Corporation |
| RRC | Range Resources Corporation |
| CIVI | Civitas Resources, Inc. |
| AR | Antero Resources Corporation |
| MTDR | Matador Resources Company |
| MUR | Murphy Oil Corporation |
| FANG | Diamondback Energy, Inc. |
| SWN | Southwestern Energy Company |
| MGY | Magnolia Oil & Gas Corporation |
| EQT | EQT Corporation |
| CRK | Comstock Resources, Inc. |
| VTLE | Vital Energy, Inc. |
SM Ownership FAQ
Who Owns SM Energy?
SM Energy is owned by institutional shareholders (97.26%), insiders (1.49%), and public (1.26%). The largest institutional shareholder of SM Energy is BLACKROCK INC. (17.05% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (13.97% of total shares).
Who are the major institutional shareholders of SM Energy?
SM Energy's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and JPMORGAN CHASE & CO. The top five shareholders own together 43.91% of the company's share outstanding.
How many SM Energy shareholders are there?
As of Jun 2024, there are 402 institutional shareholders of SM Energy.
What percentage of SM Energy is owned by BLACKROCK INC?
BLACKROCK INC owns 19.71M shares of SM Energy, representing 17.05% of the company's total shares outstanding, valued at $852.13M (as of Jun 2024).
What percentage of SM Energy is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 14.34M shares of SM Energy (SM), compromising 12.40% of the company, valued at $620.07M.
What percentage of SM Energy is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of SM Energy. The company owns 6.34M of the company's shares outstanding (worth $274.16M).