Who owns SM Energy Co?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SM from SEC Form 13F filings across 498 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.
As of the 2026-06-30 reporting period, 498 institutions disclosed 230.1M shares of SM Energy Co worth $6.01B — about 96.3% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
498
13F holders
$6.01B
value, 2026 filers
96.3%
of shares outstanding (230.1M sh)
81
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% | 6.5% | +1.3% |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 14.5M | $378.3M | 0.2% | 6.1% | 0.0% |
| 4 | ARISTEIA CAPITAL, L.L.C. | 13.0M | $339.3M | 4.4% | 5.4% | +19.9% |
| 5 | STATE STREET CORP | 11.7M | $305.5M | 0.0% | 4.9% | -6.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | $278.2M | 0.0% | 4.5% | +1.1% |
| 7 | AMERICAN CENTURY COMPANIES INC | 8.9M | $233.2M | 0.1% | 3.7% | +0.1% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 8.2M | $213.4M | 0.0% | 3.4% | -18.2% |
| 9 | DONALD SMITH & CO., INC. | 7.6M | $199.6M | 3.5% | 3.2% | +6.1% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 6.3M | $163.7M | 0.0% | 2.6% | +10.0% |
| 11 | MILLENNIUM MANAGEMENT LLC | 4.5M | $117.3M | 0.0% | 1.9% | -10.7% |
| 12 | FMR LLC | 3.8M | $99.1M | 0.0% | 1.6% | -5.5% |
| 13 | MACKENZIE FINANCIAL CORP | 3.7M | $95.9M | 0.1% | 1.5% | +37.3% |
| 14 | JPMORGAN CHASE & CO | 3.5M | $92.7M | 0.0% | 1.5% | -12.7% |
| 15 | MORGAN STANLEY | 2.9M | $76.8M | 0.0% | 1.2% | -16.2% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $75.5M | 0.0% | 1.2% | -0.2% |
| 17 | NORTHERN TRUST CORP | 2.8M | $72.7M | 0.0% | 1.2% | +5.0% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.7M | $70.9M | 0.1% | 1.1% | -7.7% |
| 19 | Invesco Ltd. | 2.4M | $63.5M | 0.0% | 1% | +113.9% |
| 20 | Nuveen, LLC | 2.3M | $60.6M | 0.0% | 1% | -1.7% |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC.NEW | 2.3M | $59.5M | 0.2% | 1% | new |
| 22 | Webs Creek Capital Management LP | 2.0M | $53.3M | 10.1% | 0.9% | +58.8% |
| 23 | GOLDMAN SACHS GROUP INC | 1.9M | $50.0M | 0.0% | 0.8% | -20.4% |
| 24 | Qube Research & Technologies Ltd | 1.7M | $44.2M | 0.0% | 0.7% | +559.9% |
| 25 | Bank of New York Mellon Corp | 1.7M | $43.3M | 0.0% | 0.7% | +16.9% |
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.