Who Owns SM?

SM Energy Company — Institutional Ownership & 13F Holdings

EnergyNYSE

$31.05

-0.16 (-0.51%)

Market Cap

$3.3B

Shares Outstanding

114,998,862

Institutional Holders

399

Total Inst. Value

$4.9B

% of Float Held

102.0%

QoQ Holder Change

+91

Institutional data as of Q1 2025

New Positions

100

Closed Positions

85

Increased

142

Decreased

127

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARDNew$1.7B57,800
2BlackRock, Inc.$530.4M17,708,263
3VANGUARD GROUP INC$457.3M15,269,443
4STATE STREET CORP$190.2M6,349,130
5DIMENSIONAL FUND ADVISORS LP$188.9M6,307,316
6JPMORGAN CHASE & CO$127.8M4,267,125
7AMERICAN CENTURY COMPANIES INC$117.1M3,909,004
8WESTWOOD HOLDINGS GROUP INC$96.1M3,207,245
9GEODE CAPITAL MANAGEMENT, LLC$80.6M2,692,176
10MACQUARIE GROUP LTD$74.2M2,478,583

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Frequently Asked Questions

How many institutional investors hold SM?

As of Q1 2025, 399 institutional investors report holding SM (SM Energy Company) in their 13F filings.

What percentage of SM Energy Company is owned by institutions?

Institutional investors hold approximately 102.0% of SM Energy Company's float as reported in SEC 13F filings.

Which hedge fund owns the most SM?

The largest institutional holder of SM is CANADA PENSION PLAN INVESTMENT BOARD with $1.7B in shares.

Are institutions buying or selling SM?

This quarter, 100 institutions opened new positions in SM and 85 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.