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SM Energy Company (SM) institutional ownership

Latest close $33.51 Jul 23, 2026
Market cap$6.4B 52-week range SectorEnergy
Funds holding · Q1 2026
529
reported SM position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $2.6B
424 buyers · 105 sellers

SM Energy Company (SM) price and institutional activity

Dates

Q1 2026

$3.0B bought by 424 investors
BlackRock$399MVanguard$323M +422 more
$367M sold by 105 investors
Balyasny Asset Management L.P.-$40MAlyeska Investment Group, L.P.-$39M +103 more
Bought Sold Totals per quarter; hover a bar for the names.

SM Energy Company (SM) institutional activity · 529

Investor Type Est. change Change Δ Own Date
BlackRock · Added +$399M
Change +17.5M Date Q1 2026
BlackRock Added· Q1 2026 +$399M +17.5M Q1 2026
Vanguard · Added +$323M
Change +14.1M Date Q1 2026
Vanguard Added· Q1 2026 +$323M +14.1M Q1 2026
Canada Pension Plan Investment Board · Added +$317M
Change +13.9M Date Q1 2026
Canada Pension Plan Investment Board Added· Q1 2026 +$317M +13.9M Q1 2026
Aristeia Capital, L.L.C. · Added +$239M
Change +10.5M Date Q1 2026
Aristeia Capital, L.L.C. Added· Q1 2026 +$239M +10.5M Q1 2026
Donald Smith & Co., Inc. · New +$164M
Change +7.2M Date Q1 2026
Donald Smith & Co., Inc. New· Q1 2026 +$164M +7.2M Q1 2026
State Street · Added +$142M
Change +6.2M Date Q1 2026
State Street Added· Q1 2026 +$142M +6.2M Q1 2026
Dimensional · Added +$101M
Change +4.4M Date Q1 2026
Dimensional Added· Q1 2026 +$101M +4.4M Q1 2026
American Century Companies Inc · Added +$96M
Change +4.2M Date Q1 2026
American Century Companies Inc Added· Q1 2026 +$96M +4.2M Q1 2026
FMR LLC · Added +$89M
Change +3.9M Δ Own +3136.4% Date Q1 2026
FMR LLC Added· Q1 2026 +$89M +3.9M +3136.4% Q1 2026
Geode · Added +$68M
Change +3.0M Date Q1 2026
Geode Added· Q1 2026 +$68M +3.0M Q1 2026
Mackenzie Financial Corp · New +$61M
Change +2.7M Date Q1 2026
Mackenzie Financial Corp New· Q1 2026 +$61M +2.7M Q1 2026
Wellington Management Group LLP · Added +$59M
Change +2.6M Δ Own +1779.5% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +$59M +2.6M +1779.5% Q1 2026
Millennium Management LLC · Added +$50M
Change +2.2M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$50M +2.2M Q1 2026
Morgan Stanley · Added +$41M
Change +1.8M Date Q1 2026
Morgan Stanley Added· Q1 2026 +$41M +1.8M Q1 2026
Balyasny Asset Management L.P. · Reduced −$40M
Change −1.7M Date Q1 2026
Balyasny Asset Management L.P. Reduced· Q1 2026 −$40M −1.7M Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 529

Famous investor activity in SM Energy Company (SM)

SM Energy Company (SM) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Pursell A. Wade · Officer Exercise or conversion (M/X/C) 17K
Owned 439K ΔOwn +4.0% Trade date Jul 24, 2026 Filed date Jul 24, 2026
Pursell A. Wade Officer Exercise or conversion (M/X/C) 17K 439K +4.0% Jul 24, 2026 Jul 24, 2026
Pursell A. Wade · Officer Tax withholding or exercise payment (F) -$193K
Price $26.10 Qty -7K Owned 432K ΔOwn −1.7% Trade date Jul 24, 2026 Filed date Jul 24, 2026
Pursell A. Wade Officer Tax withholding or exercise payment (F) $26.10 -7K -$193K 432K −1.7% Jul 24, 2026 Jul 24, 2026
Pursell A. Wade · Officer Grant (A) 54K
Owned 54K Trade date Jul 24, 2026 Filed date Jul 24, 2026
Pursell A. Wade Officer Grant (A) 54K 54K Jul 24, 2026 Jul 24, 2026
Lebeck James Barker · Officer Exercise or conversion (M/X/C) 8K
Owned 35K ΔOwn +26.9% Trade date Jul 24, 2026 Filed date Jul 24, 2026
Lebeck James Barker Officer Exercise or conversion (M/X/C) 8K 35K +26.9% Jul 24, 2026 Jul 24, 2026
Lebeck James Barker · Officer Tax withholding or exercise payment (F) -$86K
Price $26.10 Qty -3K Owned 32K ΔOwn −9.3% Trade date Jul 24, 2026 Filed date Jul 24, 2026
Lebeck James Barker Officer Tax withholding or exercise payment (F) $26.10 -3K -$86K 32K −9.3% Jul 24, 2026 Jul 24, 2026
Lebeck James Barker · Officer Grant (A) 43K
Owned 43K Trade date Jul 24, 2026 Filed date Jul 24, 2026
Lebeck James Barker Officer Grant (A) 43K 43K Jul 24, 2026 Jul 24, 2026
McDonald Elizabeth Anne · Officer Grant (A) 90K
Owned 90K Trade date Jul 24, 2026 Filed date Jul 24, 2026
McDonald Elizabeth Anne Officer Grant (A) 90K 90K Jul 24, 2026 Jul 24, 2026
Bennett Alan D. · Officer Grant (A) 7K
Owned 7K Trade date Jul 24, 2026 Filed date Jul 24, 2026
Bennett Alan D. Officer Grant (A) 7K 7K Jul 24, 2026 Jul 24, 2026
McKenna Blake Douglas · Officer Grant (A) 47K
Owned 47K Trade date Jul 24, 2026 Filed date Jul 24, 2026
McKenna Blake Douglas Officer Grant (A) 47K 47K Jul 24, 2026 Jul 24, 2026
Lebeck James Barker · Officer 6 operations 0
Owned 22K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Lebeck James Barker Officer 6 operations 0 22K Jul 1, 2026 Jul 2, 2026
Lebeck James Barker · Officer 3 operations -$254K
Price $26.10 Qty -10K Owned 28K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Lebeck James Barker Officer 3 operations $26.10 -10K -$254K 28K Jul 1, 2026 Jul 2, 2026
McDonald Elizabeth Anne · Officer 4 operations 49K
Owned 29K Trade date Jul 1, 2026 Filed date Jul 2, 2026
McDonald Elizabeth Anne Officer 4 operations 49K 29K Jul 1, 2026 Jul 2, 2026
McDonald Elizabeth Anne · Officer 2 operations -$279K
Price $26.10 Qty -11K Owned 21K Trade date Jul 1, 2026 Filed date Jul 2, 2026
McDonald Elizabeth Anne Officer 2 operations $26.10 -11K -$279K 21K Jul 1, 2026 Jul 2, 2026
Bennett Alan D. · Officer 6 operations 0
Owned 4K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Bennett Alan D. Officer 6 operations 0 4K Jul 1, 2026 Jul 2, 2026
Bennett Alan D. · Officer 3 operations -$38K
Price $26.10 Qty -1K Owned 4K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Bennett Alan D. Officer 3 operations $26.10 -1K -$38K 4K Jul 1, 2026 Jul 2, 2026
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SM Energy Company (SM) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 20.2M
% of shares outstanding 17.3% Filing date Jan 19, 2024
BlackRock Inc. 20.2M 17.3% Jan 19, 2024
Blackrock, Inc. 17.9M
% of shares outstanding 15.7% Filing date Nov 8, 2024
Blackrock, Inc. 17.9M 15.7% Nov 8, 2024
Vanguard Group Inc 14.3M
% of shares outstanding 12.3% Filing date Feb 13, 2024
Vanguard Group Inc 14.3M 12.3% Feb 13, 2024
Vanguard Portfolio Management 15.4M
% of shares outstanding 6.4% Filing date Apr 29, 2026
Vanguard Portfolio Management 15.4M 6.4% Apr 29, 2026
Cppib Crestone Peak Resources Canada Inc. 14.5M
% of shares outstanding 6.1% Filing date May 15, 2026
Cppib Crestone Peak Resources Canada Inc. 14.5M 6.1% May 15, 2026
State Street Corp
% of shares outstanding 5.7% Filing date Jan 24, 2024
State Street Corp 5.7% Jan 24, 2024
Dimensional Fund Advisors LP 6.5M
% of shares outstanding 5.7% Filing date Oct 31, 2024
Dimensional Fund Advisors LP 6.5M 5.7% Oct 31, 2024
Vanguard Capital Management 12.2M
% of shares outstanding 5.1% Filing date Apr 30, 2026
Vanguard Capital Management 12.2M 5.1% Apr 30, 2026
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SM Energy Company (SM) ownership FAQ

Who owns SM?

529 reporting institutions disclosed SM position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.