Recent Quarter Total Invested
$4.92 B
Recent Quarter Institutional Ownership Percentage
98.4%
Total Invested of Last Quarter
$5.75 B
Ownership Percentage of Last Quarter
96.62%
SM Energy Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 19.71 M | $852.13 M | -1.14% | 17.05% |
| VANGUARD GROUP INC | 08/13/2024 | 14.34 M | $620.07 M | 0.84% | 12.40% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 6.34 M | $274.16 M | 6.46% | 5.48% |
| STATE STREET CORP | 08/14/2024 | 6.17 M | $266.87 M | -1.28% | 5.34% |
| JPMORGAN CHASE & CO | 08/12/2024 | 4.21 M | $182.03 M | 3.20% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 2.66 M | $115.16 M | 3.10% | 2.30% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 2.36 M | $102.07 M | 1.20% | 2.04% |
| MACQUARIE GROUP LTD | 08/09/2024 | 2.24 M | $96.96 M | 4.86% | 1.94% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 2.17 M | $93.72 M | 12.55% | 1.87% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/19/2024 | 1.78 M | $76.95 M | 1.20% | 1.54% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.71 M | $74.04 M | 51.98% | 1.48% |
| WESTWOOD HOLDINGS GROUP INC | 08/13/2024 | 1.71 M | $73.92 M | 10.18% | 1.48% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 1.65 M | $71.15 M | 5.25% | 1.42% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.57 M | $67.74 M | -43.26% | 1.35% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 1.34 M | $57.74 M | 0.35% | 1.16% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 1.33 M | $57.51 M | 7.01% | 1.15% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.31 M | $56.63 M | -2.57% | 1.13% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2024 | 1.21 M | $52.17 M | -55.23% | 1.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.20 M | $51.91 M | 1.58% | 1.04% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 1.19 M | $51.51 M | -28.82% | 1.03% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 1.18 M | $50.89 M | 8.75% | 1.02% |
| JUPITER ASSET MANAGEMENT LTD | 08/08/2024 | 1.16 M | $50.12 M | 929.59% | 1.00% |
| CHANNING CAPITAL MANAGEMENT, LLC | 08/14/2024 | 1.08 M | $46.77 M | 10.40% | 0.94% |
| MORGAN STANLEY | 08/14/2024 | 1.08 M | $46.74 M | -19.31% | 0.93% |
| CONGRESS ASSET MANAGEMENT CO /MA | 08/02/2024 | 1.03 M | $44.51 M | 0.84% | 0.89% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 1.01 M | $43.53 M | -0.20% | 0.87% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2024 | 942,940 | $40.76 M | -2.22% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 936,783 | $40.50 M | 41.67% | 0.81% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/14/2024 | 915,822 | $39.59 M | 55.19% | 0.79% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 900,999 | $38.95 M | 17.91% | 0.78% |
| INVESCO LTD. | 08/13/2024 | 859,035 | $37.14 M | -22.46% | 0.74% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 828,752 | $35.83 M | -10.47% | 0.72% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 684,451 | $29.59 M | -18.80% | 0.59% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/13/2024 | 636,488 | $27.52 M | 21.26% | 0.55% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 612,800 | $26.49 M | -4.20% | 0.53% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 597,544 | $25.83 M | 7.25% | 0.52% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 07/17/2024 | 593,241 | $25.65 M | 4.84% | 0.51% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/24/2024 | 569,348 | $24.61 M | 0.29% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 566,099 | $24.47 M | 15.45% | 0.49% |
| JANE STREET GROUP, LLC | 08/15/2024 | 555,323 | $24.01 M | 3,419.83% | 0.48% |
| HRT FINANCIAL LP | 08/12/2024 | 525,061 | $22.70 M | 100.00% | 0.45% |
| SIR CAPITAL MANAGEMENT, L.P. | 08/07/2024 | 457,854 | $19.79 M | 144.71% | 0.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 447,393 | $19.34 M | 316.44% | 0.39% |
| ABRDN PLC | 08/09/2024 | 438,127 | $18.94 M | -3.80% | 0.38% |
| GLENMEDE TRUST CO NA | 08/14/2024 | 422,097 | $18.25 M | 0.82% | 0.37% |
| MACKENZIE FINANCIAL CORP | 08/14/2024 | 411,103 | $17.77 M | 82.17% | 0.36% |
| RHUMBLINE ADVISERS | 08/01/2024 | 397,950 | $17.20 M | -2.27% | 0.34% |
| FEDERATED HERMES, INC. | 08/08/2024 | 379,660 | $16.41 M | 135.47% | 0.33% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 378,195 | $16.35 M | -0.96% | 0.33% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 372,480 | $16.10 M | 290.57% | 0.32% |
SM Energy Companyinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SM shares?
During the previous two years, 567 institutional investors and hedge funds held shares of SM Energy Company. The most heavily invested institutionals were:
BlackRock Inc.: 19.71 M
VANGUARD GROUP INC: 14.34 M
DIMENSIONAL FUND ADVISORS LP: 6.34 M
STATE STREET CORP: 6.17 M
JPMORGAN CHASE & CO: 4.21 M
GEODE CAPITAL MANAGEMENT, LLC: 2.66 M
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What percentage of SM Energy Company stock is owned by institutional investors?
98.40% 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 137.58 M shares in the last 24 months. This purchase volume represents approximately $5.71 B in transactions.