SM Energy Company Ownership | Who Owns SM Energy Company?
SM Energy Company Ownership Summary
SM Energy Company 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 6.37% of its assets in SM Energy Company shares.
SM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SM Energy Company | 101.82% | 1.51% | -3.33% |
| Sector | Energy Stocks | 59.12% | 12.79% | 28.09% |
| Industry | Oil & Gas Exploration & Production Stocks | 64.97% | 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 |
| 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 |
| River road asset management | 1.78M | 1.54% | $76.95M |
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 |
| Tributary capital management | 569.35K | 2.04% | $24.61M |
| Sir capital management | 457.85K | 1.97% | $19.79M |
| 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 |
|---|---|---|---|
| Pacer advisors | 3.65K | 0.00% | -3.73M |
| 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 |
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 |
|---|---|
| Tfo-tdc | -5.00 |
| Transcendent capital group | -9.00 |
| Quest partners | -9.00 |
| Johnson financial group | -12.00 |
| Sachetta | -15.00 |
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 | 7.29M | 6.37% | 6.40K |
| Pacer US Small Cap Cash Cows 100 ETF | 4.40M | 3.85% | -1.14K |
| Vanguard Total Stock Mkt Idx Inv | 3.60M | 3.15% | -15.10K |
| iShares Russell 2000 ETF | 2.98M | 2.60% | -6.69K |
| Avantis US Small Cap Value ETF | 2.88M | 2.52% | - |
| Vanguard Small Cap Index | 2.87M | 2.51% | 5.60K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.71M | 1.49% | -11.07K |
| DFA US Small Cap Value I | 1.69M | 1.47% | 127.17K |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.63M | 1.42% | -8.84K |
| Delaware Small Cap Core I | 1.61M | 1.41% | -9.98K |
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
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