Who owns SM?
Institutional ownership of SM Energy Company from Form 13F, Q2 2026
498 institutional managers reported holding SM Energy Company (SM) in Form 13F filings for Q2 2026, with 230,119,650 shares worth $6.0B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters added a net 3,551,154 shares (+1.6%). 73 opened new positions and 81 sold out.
- Funds holding
- 498
- Value held
- $6.0B
- New / sold out
- 73 / 81
- Net shares, same filers
- +1.6%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of SM
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 17.1% | 39,280,818 | Added |
| Vanguard Portfolio Management LLC | $403M | 6.7% | 15,425,423 | Added |
| Canada Pension Plan Investment Board | $378M | 6.3% | 14,493,791 | Unchanged |
| Aristeia Capital, L.l.c. | $339M | 5.6% | 13,000,649 | Added |
| State Street Corp | $306M | 5.1% | 11,705,860 | Trimmed |
| Vanguard Capital Management LLC | $278M | 4.6% | 10,657,355 | Added |
| American Century Companies Inc | $233M | 3.9% | 8,935,683 | Added |
| Dimensional Fund Advisors LP | $213M | 3.6% | 8,174,503 | Trimmed |
| Donald Smith & Co., Inc. | $200M | 3.3% | 7,647,594 | Added |
| Geode Capital Management, LLC | $164M | 2.7% | 6,269,841 | Added |
| Millennium Management LLC | $117M | 2.0% | 4,493,473 | Trimmed |
| FMR LLC | $99.1M | 1.7% | 3,798,218 | Trimmed |
| Mackenzie Financial Corp | $95.9M | 1.6% | 3,674,134 | Added |
| JPMorgan Chase & Co | $92.7M | 1.5% | 3,534,729 | Trimmed |
| Morgan Stanley | $76.8M | 1.3% | 2,943,691 | Trimmed |
| Charles Schwab Investment Management Inc | $75.5M | 1.3% | 2,893,103 | Trimmed |
| Northern Trust Corp | $72.7M | 1.2% | 2,786,773 | Added |
| Nomura Asset Management International Inc. | $70.9M | 1.2% | 2,716,076 | Trimmed |
| Invesco Ltd. | $63.5M | 1.1% | 2,431,521 | Added |
| Nuveen, LLC | $60.6M | 1.0% | 2,320,316 | Trimmed |
| Fuller & Thaler Asset Management, Inc. | $59.5M | 1.0% | 2,280,261 | New |
| Webs Creek Capital Management LP | $53.3M | 0.9% | 2,040,529 | Added |
| Goldman Sachs Group Inc | $50.0M | 0.8% | 1,917,196 | Trimmed |
| Qube Research & Technologies Ltd | $44.2M | 0.7% | 1,691,744 | Added |
| Bank of New York Mellon Corp | $43.3M | 0.7% | 1,657,438 | Added |
Share of 13F holdings is each fund's shares as a share of the 230,119,650 SM shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Fuller & Thaler Asset Management, Inc. New+$59.5M
- Aristeia Capital, L.l.c. Added+$56.3M
- Qube Research & Technologies Ltd Added+$37.5M
- Invesco Ltd. Added+$33.8M
- Mackenzie Financial Corp Added+$26.0M
- Boston Partners Added+$23.7M
- BlackRock, Inc. Added+$22.2M
- Balyasny Asset Management L.P. Added+$20.9M
- Webs Creek Capital Management LP Added+$19.7M
- Encompass Capital Advisors LLC Added+$19.6M
Biggest sellers in Q2 2026
- Wellington Management Group LLP Trimmed-$55.5M
- Dimensional Fund Advisors LP Trimmed-$47.5M
- UBS Group AG Trimmed-$32.2M
- Lighthouse Investment Partners, LLC Sold out-$22.8M
- Squarepoint Ops LLC Trimmed-$21.8M
- State Street Corp Trimmed-$20.6M
- Zimmer Partners, LP Sold out-$16.6M
- Morgan Stanley Trimmed-$14.8M
- CLG LLC Sold out-$14.5M
- Palisade Capital Management, LP Trimmed-$14.4M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $625M and sold $558M; 197 added and 153 trimmed.
Schedule 13D and 13G filings on SM
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-11-10STATE STREET CORP SCHEDULE 13G filed by SM Energy CompanySchedule 13G
- 2026-08-07STATE STREET CORP SCHEDULE 13G filed by SM Energy CompanySchedule 13G
Questions about SM ownership
- Who owns SM stock?
- 498 institutional investment managers reported SM positions in their Form 13F filings for Q2 2026, holding 230,119,650 shares worth $6.0B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling SM?
- In Q2 2026, 73 managers opened new SM positions, 197 added, 153 trimmed and 81 sold out. Managers that filed in both quarters added a net 3,551,154 shares.
- How current is this SM institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to SM by CUSIP. Options are left out. SM news and filings · SM insider trades · Top funds