SM Energy Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 17.93 M | $716.63 M | 100.00% | 15.67% |
| VANGUARD GROUP INC | 11/13/2024 | 15.17 M | $606.26 M | 5.75% | 13.26% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 6.54 M | $261.27 M | 3.07% | 5.71% |
| STATE STREET CORP | 11/14/2024 | 6.29 M | $251.32 M | 1.86% | 5.50% |
| PACER ADVISORS, INC. | 11/12/2024 | 4.46 M | $178.40 M | 122,186.11% | 3.90% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.80 M | $151.74 M | -9.84% | 3.32% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 3.39 M | $135.32 M | 43.38% | 2.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.69 M | $107.68 M | 1.12% | 2.35% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 2.08 M | $82.98 M | 21.41% | 1.81% |
| MACQUARIE GROUP LTD | 11/14/2024 | 2.00 M | $79.99 M | -10.77% | 1.75% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.92 M | $76.56 M | 43.97% | 1.67% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 1.79 M | $71.65 M | 0.71% | 1.57% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.44 M | $57.48 M | -12.62% | 1.26% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.42 M | $56.95 M | 282.52% | 1.25% |
| MORGAN STANLEY | 11/14/2024 | 1.37 M | $54.90 M | 27.05% | 1.20% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 1.23 M | $48.98 M | 1.55% | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.22 M | $48.88 M | 1.84% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.21 M | $48.33 M | -9.48% | 1.06% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/13/2024 | 1.10 M | $43.90 M | 1.52% | 0.96% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/28/2024 | 1.09 M | $43.59 M | 5.93% | 0.95% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.09 M | $43.56 M | -7.40% | 0.95% |
| AVENTAIL CAPITAL GROUP, LP | 11/14/2024 | 1.02 M | $40.58 M | 100.00% | 0.89% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 994,358 | $39.74 M | -54.14% | 0.87% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 977,220 | $39.06 M | -2.94% | 0.85% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 878,134 | $35.10 M | -2.54% | 0.77% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 872,527 | $34.87 M | 5.28% | 0.76% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 850,246 | $33.98 M | -9.83% | 0.74% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 818,032 | $32.70 M | 2,217.11% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 806,577 | $32.24 M | -13.90% | 0.71% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 800,033 | $31.98 M | -12.64% | 0.70% |
| INVESCO LTD. | 11/12/2024 | 792,231 | $31.67 M | -7.78% | 0.69% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 738,763 | $29.53 M | -38.00% | 0.65% |
| CITADEL ADVISORS LLC | 11/14/2024 | 631,639 | $25.25 M | -63.12% | 0.55% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 611,121 | $24.43 M | -0.27% | 0.53% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 581,400 | $23.24 M | 146.88% | 0.51% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/11/2024 | 560,381 | $22.40 M | -5.54% | 0.49% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/24/2024 | 557,418 | $22.28 M | -2.10% | 0.49% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 545,586 | $21.81 M | -20.29% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 539,616 | $21.57 M | -4.68% | 0.47% |
| PEAK6 INVESTMENTS LLC | 11/14/2024 | 495,800 | $19.82 M | 210.26% | 0.43% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2024 | 484,119 | $19.35 M | 136.50% | 0.42% |
| ABRDN PLC | 10/25/2024 | 466,552 | $18.65 M | 6.49% | 0.41% |
| SIR CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 466,254 | $18.64 M | 1.83% | 0.41% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 462,904 | $18.50 M | -27.27% | 0.40% |
| MACKENZIE FINANCIAL CORP | 11/13/2024 | 441,941 | $17.66 M | 7.50% | 0.39% |
| SEI INVESTMENTS CO | 11/12/2024 | 439,525 | $17.57 M | 43.87% | 0.38% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 432,825 | $17.30 M | 2.54% | 0.38% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 415,715 | $16.62 M | -64.15% | 0.36% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 391,107 | $15.63 M | 267.44% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 385,977 | $15.43 M | -3.01% | 0.34% |
SM Energy Companyinstitutional Ownership - FAQ's
During the previous two years, 588 institutional investors and hedge funds held shares of SM Energy Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 17.93 M
VANGUARD GROUP INC: 15.17 M
DIMENSIONAL FUND ADVISORS LP: 6.54 M
STATE STREET CORP: 6.29 M
Pacer Advisors, Inc.: 4.46 M
JPMORGAN CHASE & CO: 3.8 M
101.86% of SM Energy Company stock is owned by institutional investors.
Institutional investors have bought a total of 157.44 M shares in the last 24 months. This purchase volume represents approximately $6.39 B in transactions.