Who owns SM Energy Company?
Institutional ownership of SM from SEC Form 13F filings across 306 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
306
13F holders
$3.95B
value, 2026 filers
63.8%
of shares outstanding (153.0M sh)
41
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 39.3M | $1.03B | 0.0% | 16.4% | +2.2% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.4M | $402.6M | 0.0% | 6.4% | +1.3% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | $278.2M | 0.0% | 4.4% | -49.4% |
| 4 | AMERICAN CENTURY COMPANIES INC | 8.9M | $233.2M | 0.1% | 3.7% | +0.1% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 6.3M | $163.7M | 0.0% | 2.6% | +10.0% |
| 6 | MILLENNIUM MANAGEMENT LLC | 4.5M | $117.3M | 0.0% | 1.9% | -10.7% |
| 7 | FMR LLC | 3.8M | $99.1M | 0.0% | 1.6% | -5.5% |
| 8 | MACKENZIE FINANCIAL CORP | 3.7M | $95.9M | 0.1% | 1.5% | +37.3% |
| 9 | JPMORGAN CHASE & CO | 3.5M | $92.7M | 0.0% | 1.5% | -13.3% |
| 10 | MORGAN STANLEY | 2.9M | $76.8M | 0.0% | 1.2% | -16.2% |
| 11 | Sixth Street Partners Management Company, L.P.NEW | 2.9M | $75.5M | 13.0% | 1.2% | new |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $75.5M | 0.0% | 1.2% | -0.2% |
| 13 | NORTHERN TRUST CORP | 2.8M | $72.7M | 0.0% | 1.2% | +5.0% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.7M | $70.9M | 0.1% | 1.1% | -7.7% |
| 15 | Invesco Ltd. | 2.4M | $63.5M | 0.0% | 1% | +113.9% |
| 16 | Nuveen, LLC | 2.3M | $60.6M | 0.0% | 1% | -1.7% |
| 17 | GOLDMAN SACHS GROUP INC | 1.9M | $50.0M | 0.0% | 0.8% | -20.4% |
| 18 | Qube Research & Technologies Ltd | 1.7M | $44.2M | 0.0% | 0.7% | +559.9% |
| 19 | Bank of New York Mellon Corp | 1.7M | $43.3M | 0.0% | 0.7% | +16.9% |
| 20 | Public Sector Pension Investment Board | 1.6M | $40.8M | 0.1% | 0.7% | +93.2% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $40.0M | 0.0% | 0.6% | +3.3% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.3M | $34.2M | 0.0% | 0.5% | +3.9% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $28.8M | 0.0% | 0.5% | +0.1% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $28.6M | 0.0% | 0.5% | -2.7% |
| 25 | TUDOR INVESTMENT CORP ET AL | 1.1M | $28.3M | 0.0% | 0.5% | +124.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.