SM ENERGY COMPANY (SM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
468
Reporting holders
$6.2B
Reported value
97.1%
Of shares outstanding
2.5%
Held as options
-19
Holder change
Institutions report 231,018,844 shares against 237,854,068 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 39,280,818 | 0.02% | 8q | +2.2%+$22.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $402.6M | 15,425,423 | 0.02% | 2q | +1.3%+$5.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $378.3M | 14,493,791 | 0.21% | 6q | HELD |
| ARISTEIA CAPITAL, L.L.C. | $339.3M | 13,000,649 | 4.41% | 4q | +19.9%+$56.3M |
| STATE STREET CORP | $305.5M | 11,705,860 | 0.01% | 31q | -6.3%-$20.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $278.2M | 10,657,355 | 0.01% | 2q | +1.1%+$3.1M |
| AMERICAN CENTURY COMPANIES INC | $233.2M | 8,935,683 | 0.10% | 27q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $213.4M | 8,174,503 | 0.04% | 31q | -18.2%-$47.5M |
| DONALD SMITH & CO., INC. | $199.6M | 7,647,594 | 3.53% | 2q | +6.1%+$11.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $163.7M | 6,269,841 | 0.01% | 31q | +10.0%+$14.9M |
| MILLENNIUM MANAGEMENT LLC | $117.3M | 4,493,473 | 0.04% | 31q | -10.7%-$14.1M |
| FMR LLC | $99.1M | 3,798,218 | 0.00% | 21q | -5.5%-$5.7M |
| MACKENZIE FINANCIAL CORP | $95.9M | 3,674,134 | 0.10% | 2q | +37.3%+$26.0M |
| JPMORGAN CHASE & CO | $93.7M | 3,534,729 | 0.01% | 31q | -12.7%-$13.7M |
| MORGAN STANLEY | $76.8M | 2,943,691 | 0.00% | 35q | -16.2%-$14.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.5M | 2,893,103 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $75.5M | 2,893,103 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $72.7M | 2,786,773 | 0.01% | 31q | +5.0%+$3.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $70.9M | 2,716,076 | 0.11% | 3q | -7.7%-$5.9M |
| Invesco Ltd. | $63.5M | 2,431,521 | 0.01% | 31q | +113.9%+$33.8M |
| Nuveen, LLC | $60.6M | 2,320,316 | 0.01% | 6q | -1.7%-$1.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $59.5M | 2,280,261 | 0.16% | new | NEW |
| Webs Creek Capital Management LP | $53.3M | 2,040,529 | 10.09% | 2q | +58.8%+$19.7M |
| GOLDMAN SACHS GROUP INC | $50.0M | 1,917,196 | 0.00% | 31q | -20.4%-$12.8M |
| Qube Research & Technologies Ltd | $44.2M | 1,691,744 | 0.04% | 2q | +559.9%+$37.5M |
| Bank of New York Mellon Corp | $43.3M | 1,657,438 | 0.01% | 31q | +16.9%+$6.3M |
| Public Sector Pension Investment Board | $40.8M | 1,564,948 | 0.05% | 28q | +93.2%+$19.7M |
| VANGUARD FIDUCIARY TRUST CO | $40.0M | 1,533,618 | 0.01% | 2q | +3.3%+$1.3M |
| FEARNLEY ASSET MANAGEMENT AS | $39.1M | 1,496,537 | 14.04% | 3q | +7.7%+$2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38.9M | 524,963 | 0.00% | 31q | -16.2%-$7.5M |
| CITADEL ADVISORS LLC | $38.6M | 435,571 | 0.00% | 31q | +1550.0%+$36.3M |
| Encompass Capital Advisors LLC | $37.8M | 1,448,061 | 1.34% | 2q | +107.5%+$19.6M |
| BANK OF AMERICA CORP /DE/ | $34.2M | 1,310,244 | 0.00% | 31q | +3.9%+$1.3M |
| JANE STREET GROUP, LLC | $32.7M | 492,195 | 0.00% | 13q | +5225.6%+$32.1M |
| Gotham Asset Management, LLC | $31.0M | 1,186,853 | 0.07% | 23q | -3.4%-$1.1M |
| TUDOR INVESTMENT CORP ET AL | $30.2M | 1,085,503 | 0.04% | 7q | +124.3%+$16.7M |
| PRINCIPAL FINANCIAL GROUP INC | $28.8M | 1,101,837 | 0.01% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $28.6M | 1,095,487 | 0.02% | 28q | -2.7%-$806.7K |
| Permian Investment Partners, LP | $26.7M | options only | 2.93% | new | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $26.1M | 1,000,121 | 0.01% | 26q | -7.3%-$2.1M |
| Fisher Asset Management, LLC | $25.8M | 986,852 | 0.01% | 10q | +0.6%+$142.5K |
| Boston Partners | $25.0M | 937,303 | 0.02% | 22q | +1767.9%+$23.7M |
| FIRST TRUST ADVISORS LP | $24.0M | 918,135 | 0.01% | 31q | -28.9%-$9.7M |
| AMERIPRISE FINANCIAL INC | $23.5M | 900,635 | 0.00% | 31q | -41.7%-$16.8M |
| UBS Group AG | $22.0M | 844,527 | 0.00% | 31q | -59.4%-$32.2M |
| Balyasny Asset Management L.P. | $21.9M | 839,539 | 0.03% | 5q | +2021.4%+$20.9M |
| WELLS FARGO & COMPANY/MN | $21.1M | 393,796 | 0.00% | 31q | -21.9%-$5.9M |
| AEGIS FINANCIAL CORP | $20.3M | 778,851 | 3.21% | 2q | +41.2%+$5.9M |
| CAPITAL FUND MANAGEMENT S.A. | $18.8M | 666,413 | 0.08% | 7q | +56.2%+$6.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $17.8M | 681,877 | 0.32% | 11q | -2.8%-$521.5K |
| LAZARD ASSET MANAGEMENT LLC | $17.3M | 662,766 | 0.03% | 16q | +972.5%+$15.7M |
| RHUMBLINE ADVISERS | $17.1M | 655,372 | 0.01% | 31q | -10.9%-$2.1M |
| Sagefield Capital LP | $17.0M | 652,363 | 1.26% | 3q | +32.8%+$4.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $16.3M | 625,424 | 0.00% | 3q | -77.3%-$55.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $15.5M | 595,401 | 0.04% | 2q | -16.9%-$3.2M |
| GLENMEDE TRUST CO NA | $15.4M | 588,284 | 0.07% | 17q | -1.5%-$238.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.8M | 568,301 | 0.02% | 6q | +6.1%+$855.2K |
| Creative Planning | $14.4M | 551,499 | 0.01% | 29q | +36.7%+$3.9M |
| IMC-Chicago, LLC | $14.1M | 88,575 | 0.00% | 11q | -16.4%-$2.8M |
| Susquehanna Portfolio Strategies, LLC | $14.0M | 536,124 | 0.22% | 2q | +247.9%+$10.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.5M | 517,794 | 0.04% | 4q | +2.6%+$337.0K |
| Goehring & Rozencwajg Associates, LLC | $13.4M | 513,406 | 0.77% | 2q | +5.3%+$670.1K |
| Legal & General Group Plc | $13.1M | 501,543 | 0.00% | 31q | +5.3%+$663.0K |
| WHITEBOX ADVISORS LLC | $13.0M | 496,601 | 0.17% | 2q | -17.5%-$2.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $12.8M | 489,260 | 0.02% | 6q | -8.9%-$1.3M |
| MARSHALL WACE, LLP | $12.7M | 485,069 | 0.01% | 2q | +201.8%+$8.5M |
| Pekin Hardy Strauss, Inc. | $12.7M | 485,033 | 1.12% | 18q | +3.2%+$398.0K |
| Swiss National Bank | $12.6M | 481,133 | 0.01% | 21q | +13.4%+$1.5M |
| PALISADE CAPITAL MANAGEMENT, LP | $11.0M | 422,097 | 0.48% | 16q | -56.6%-$14.4M |
| Leeward Investments, LLC - MA | $10.9M | 416,483 | 0.49% | 2q | -2.4%-$262.1K |
| Russell Investments Group, Ltd. | $10.8M | 414,738 | 0.01% | 31q | +8.2%+$823.7K |
| PANAGORA ASSET MANAGEMENT INC | $10.6M | 404,968 | 0.03% | 12q | -35.3%-$5.8M |
| California Public Employees Retirement System | $10.3M | 395,842 | 0.01% | 18q | -16.8%-$2.1M |
| Squarepoint Ops LLC | $10.2M | 74,320 | 0.01% | 10q | -91.8%-$114.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $9.7M | 370,000 | 0.01% | 2q | +23.3%+$1.8M |
| ROYCE & ASSOCIATES LP | $9.1M | 347,944 | 0.07% | 10q | -4.0%-$373.8K |
| ALLIANCEBERNSTEIN L.P. | $9.0M | 287,281 | 0.00% | 31q | -29.4%-$3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.5M | 325,443 | 0.01% | 9q | +76.9%+$3.7M |
| Corient Private Wealth LP | $8.3M | 319,485 | 0.01% | 15q | +200.4%+$5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.9M | 303,983 | 0.00% | 31q | -3.0%-$249.1K |
| PRUDENTIAL FINANCIAL INC | $7.6M | 290,513 | 0.01% | 31q | -8.4%-$692.7K |
| RAYMOND JAMES FINANCIAL INC | $7.6M | 290,029 | 0.00% | 7q | +55.3%+$2.7M |
| DEUTSCHE BANK AG\ | $7.2M | 276,095 | 0.00% | 34q | +16.5%+$1.0M |
| Jump Financial, LLC | $6.9M | 265,046 | 0.06% | 11q | +3179.9%+$6.7M |
| Bridgewater Associates, LP | $6.9M | 265,019 | 0.03% | new | NEW |
| Trexquant Investment LP | $6.4M | 243,748 | 0.04% | new | NEW |
| Truffle Hound Capital, LLC | $6.3M | 240,000 | 1.34% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $6.0M | 231,423 | 0.00% | 30q | +104.0%+$3.1M |
| Alyeska Investment Group, L.P. | $6.0M | 230,718 | 0.02% | 6q | -57.7%-$8.2M |
| SEI INVESTMENTS CO | $5.9M | 226,282 | 0.01% | 21q | -40.1%-$4.0M |
| PLUSTICK MANAGEMENT LLC | $5.9M | 225,000 | 2.18% | 2q | +7.1%+$391.5K |
| READYSTATE ASSET MANAGEMENT LP | $5.8M | 222,880 | 0.20% | 2q | +293.3%+$4.3M |
| Louisiana State Employees Retirement System | $5.7M | 200,100 | 0.05% | 31q | +99.5%+$2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.4M | 207,187 | 0.00% | 2q | +23.4%+$1.0M |
| Horizon Investments, LLC | $5.3M | 204,478 | 0.06% | 2q | +35.8%+$1.4M |
| SEGALL BRYANT & HAMILL, LLC | $5.3M | 202,806 | 0.06% | 9q | -9.1%-$532.1K |
| Quantinno Capital Management LP | $5.3M | 201,257 | 0.01% | 8q | +98.0%+$2.6M |
| Turtle Creek Wealth Advisors, LLC | $5.0M | 190,959 | 0.26% | new | NEW |
| SIR Capital Management, L.P. | $4.8M | 182,900 | 0.55% | new | NEW |
| Quantbot Technologies LP | $4.7M | 178,800 | 0.18% | 2q | +209.8%+$3.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Aristeia Capital, L.L.C. | 5.5% |
| 2026-08-07 | 13G | STATE STREET CORPORATION | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 468 | $6.2B | 231,018,844 | 67 | 183 | 140 | 2.5% |
| Q1 2026 | 487 | $7.2B | 226,223,721 | 210 | 196 | 54 | 2.3% |
| Q4 2025 | 318 | $2.1B | 112,460,595 | 52 | 105 | 112 | 1.9% |
| Q3 2025 | 350 | $3.0B | 119,345,805 | 50 | 139 | 103 | 2.0% |
| Q2 2025 | 343 | $2.9B | 113,300,582 | 29 | 150 | 111 | 2.3% |
| Q1 2025 | 375 | $3.5B | 114,442,935 | 57 | 136 | 123 | 2.1% |
| Q4 2024 | 392 | $4.6B | 114,672,739 | 47 | 121 | 137 | 2.3% |
| Q3 2024 | 384 | $4.9B | 118,382,556 | 55 | 161 | 109 | 2.5% |
| Q2 2024 | 382 | $4.9B | 111,632,732 | 60 | 151 | 106 | 2.0% |
| Q1 2024 | 351 | $5.6B | 111,021,760 | 60 | 91 | 136 | 2.0% |
| Q4 2023 | 327 | $4.1B | 105,582,715 | 37 | 110 | 109 | 1.6% |
| Q3 2023 | 326 | $4.0B | 100,180,280 | 70 | 88 | 112 | 1.7% |
| Q2 2023 | 272 | $3.3B | 103,127,461 | 40 | 103 | 85 | 1.6% |
| Q1 2023 | 253 | $2.8B | 98,644,690 | 32 | 90 | 81 | 1.3% |
| Q4 2022 | 262 | $3.2B | 90,117,181 | 42 | 100 | 68 | 2.7% |
| Q3 2022 | 310 | $4.3B | 110,000,992 | 45 | 107 | 104 | 3.2% |
| Q2 2022 | 311 | $3.8B | 110,541,621 | 53 | 108 | 103 | 3.2% |
| Q1 2022 | 301 | $4.2B | 104,646,670 | 61 | 91 | 98 | 3.2% |
| Q4 2021 | 264 | $3.1B | 104,248,849 | 51 | 84 | 88 | 2.3% |
| Q3 2021 | 241 | $2.8B | 103,832,099 | 36 | 77 | 80 | 1.7% |
| Q2 2021 | 229 | $2.6B | 102,968,862 | 64 | 65 | 62 | 2.0% |
| Q1 2021 | 182 | $1.7B | 99,184,222 | 32 | 51 | 68 | 2.6% |
| Q4 2020 | 180 | $555.7M | 87,231,427 | 34 | 54 | 51 | 3.8% |
| Q3 2020 | 159 | $127.4M | 78,903,572 | 12 | 51 | 51 | 1.5% |
| Q2 2020 | 180 | $386.2M | 100,780,983 | 41 | 52 | 51 | 2.6% |
| Q1 2020 | 167 | $136.2M | 110,686,269 | 23 | 54 | 56 | 0.8% |
| Q4 2019 | 217 | $1.3B | 113,957,478 | 31 | 64 | 71 | 1.6% |
| Q3 2019 | 212 | $1.1B | 114,727,180 | 37 | 79 | 67 | 2.6% |
| Q2 2019 | 225 | $1.6B | 125,178,056 | 23 | 82 | 71 | 1.6% |
| Q1 2019 | 247 | $2.0B | 113,741,784 | 40 | 73 | 75 | 1.6% |
| Q4 2018 | 239 | $2.0B | 124,432,047 | 6 | 8 | 1 | 2.2% |