SM ENERGY CO SM
$26.85
+4.4% 52w: $17.30 – $34.57
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data17.3025.9434.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
511
+166 QoQ
13F value
$7.08B
+235.3% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
21
Q1 2026
Options barometer
1.4×
$89.7M calls / $62.4M puts
Institutional value by quarter
Number of holders
Who owns SM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 38.4M | $1.20B | 0.0% | +83.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 15.2M | $475.0M | 0.0% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 14.5M | $451.9M | 0.3% | +2296.1% |
| STATE STREET CORP | Index provider | 12.5M | $389.6M | 0.0% | +99.7% |
| ARISTEIA CAPITAL, L.L.C. | Quant stat arb | 10.8M | $338.0M | 12.6% | +2955.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 10.5M | $328.6M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 10.0M | $311.7M | 0.1% | +79.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 8.9M | $278.2M | 0.1% | +88.4% |
| DONALD SMITH & CO., INC. ★2 | Fundamental diversified | 7.2M | $224.8M | 4.0% | New |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.7M | $177.7M | 0.0% | +109.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 5.0M | $156.9M | 0.1% | +77.5% |
| JPMORGAN CHASE & CO | Bank broker | 4.1M | $130.2M | 0.0% | +32.2% |
| FMR LLC | Long only active | 4.0M | $125.3M | 0.0% | +3136.4% |
| MORGAN STANLEY | Bank broker | 3.5M | $109.5M | 0.0% | +105.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 2.9M | $91.7M | 0.2% | +1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.9M | $90.4M | 0.0% | +111.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 2.7M | $85.7M | 0.0% | +1779.5% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 2.7M | $83.5M | 0.1% | New |
| NORTHERN TRUST CORP | Index provider | 2.7M | $82.8M | 0.0% | +116.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.4M | $75.1M | 0.0% | +170.4% |
| Nuveen, LLC | Diversified mechanical | 2.4M | $73.6M | 0.0% | +183.3% |
| UBS Group AG | Bank broker | 2.1M | $64.8M | 0.0% | +212.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.5M | $46.3M | 0.0% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 1.4M | $44.2M | 0.0% | +95.5% |
| FEARNLEY ASSET MANAGEMENT AS ★3 | Fundamental concentrated | 1.4M | $43.3M | 14.2% | +58.6% |
| FIRST TRUST ADVISORS LP | Index provider | 1.3M | $40.2M | 0.0% | +72.8% |
| Webs Creek Capital Management LP ★2 | Fundamental concentrated | 1.3M | $40.1M | 6.9% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $39.3M | 0.0% | -11.2% |
| Gotham Asset Management, LLC | Diversified mechanical | 1.2M | $38.3M | 0.1% | +11232.0% |
| Invesco Ltd. | Index provider | 1.1M | $35.4M | 0.0% | +49.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.1M | $35.1M | 0.0% | +37.9% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.1M | $34.3M | 0.0% | +101.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.1M | $33.6M | 0.0% | +120.6% |
| Fisher Asset Management, LLC | Long only active | 981.4K | $30.6M | 0.0% | +4.0% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 972.3K | $30.3M | 1.1% | -1.7% |
| Squarepoint Ops LLC | Quant stat arb | 909.6K | $28.4M | 0.1% | +8355.9% |
| Public Sector Pension Investment Board | Pension sovereign | 809.8K | $25.3M | 0.1% | +104.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 772.2K | $24.3M | 0.0% | +42.3% |
| RHUMBLINE ADVISERS | Diversified mechanical | 735.8K | $22.9M | 0.0% | +94.7% |
| Lighthouse Investment Partners, LLC | Quant stat arb | 731.6K | $22.8M | 0.9% | +91.3% |
| Grantham, Mayo, Van Otterloo & Co. LLC | Other | 716.9K | $22.4M | 0.1% | New |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 701.9K | $21.9M | 0.5% | +81.8% |
| Encompass Capital Advisors LLC ★2 | Fundamental diversified | 697.8K | $21.8M | 0.9% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 626.1K | $19.5M | 0.0% | +145.8% |
| PANAGORA ASSET MANAGEMENT INC | Diversified mechanical | 625.6K | $19.5M | 0.1% | +25.0% |
| WHITEBOX ADVISORS LLC | Other | 602.3K | $18.8M | 1.1% | New |
| GLENMEDE TRUST CO NA | Diversified mechanical | 597.4K | $18.6M | 0.1% | +32.8% |
| Corigliano Investment Advisers, LLC ★2 | Fundamental concentrated | 560.0K | $17.5M | 6.8% | +21.0% |
| AEGIS FINANCIAL CORP ★3 | Fundamental concentrated | 551.8K | $17.2M | 3.0% | New |
| Alyeska Investment Group, L.P. | Quant stat arb | 545.4K | $17.0M | 0.0% | -76.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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