SM Energy Co (SM)
Who owns SM Energy Co (SM)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.0% of the shares are freely tradable; institutional investors hold 97.1%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 16.03 | 38,431,787 | +19.9 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 6.35 | 15,234,489 | +0.0 | 03/31/2026 |
| Canada Pension Plan Investment Board | 6.05 | 14,493,791 | +0.5 | 03/31/2026 |
| Vanguard Group Inc | 5.64 | 13,520,158 | -2.4 | 12/31/2025 |
| State Street Corp | 5.21 | 12,495,962 | +5.8 | 03/31/2026 |
| Aristeia Capital, LLC | 4.52 | 10,841,846 | +72.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.40 | 10,537,773 | +0.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.17 | 9,995,353 | -4.7 | 03/31/2026 |
| American Century Companies Inc | 3.72 | 8,923,624 | +3.5 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.73 | 13,732,857 | +0.0 | 05/29/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.