Recent Quarter Total Invested
$5.66 B
Recent Quarter Institutional Ownership Percentage
101.82%
Total Invested of Last Quarter
$4.96 B
Ownership Percentage of Last Quarter
99.36%
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% |
| 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 | 11/08/2024 | 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% |
| 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% |
| 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% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 381,686 | $15.26 M | 127.06% | 0.33% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 360,045 | $14.39 M | 3,025.93% | 0.31% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 356,639 | $14.25 M | 7.38% | 0.31% |
SM Energy Companyinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SM shares?
During the previous two years, 555 institutional investors and hedge funds held shares of SM Energy Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 17.93 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
AMERICAN CENTURY COMPANIES INC: 3.39 M
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What percentage of SM Energy Company stock is owned by institutional investors?
101.82% of SM Energy Company stock is owned by institutional investors.
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How much institutional buying is happening at SM ?
Institutional investors have bought a total of 139.40 M shares in the last 24 months. This purchase volume represents approximately $6.34 B in transactions.