SM SM Energy Company
SM Energy Company (SM) Institutional Ownership
What the institutions did with SM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 39.3M | 17.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.4M | 6.7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 14.5M | 6.3% |
| ARISTEIA CAPITAL, L.L.C. | 13.0M | 5.6% |
| STATE STREET CORP | 11.7M | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | 4.6% |
| AMERICAN CENTURY COMPANIES INC | 8.9M | 3.9% |
| DIMENSIONAL FUND ADVISORS LP | 8.2M | 3.6% |
| DONALD SMITH & CO., INC. | 7.6M | 3.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 6.3M | 2.7% |
| MILLENNIUM MANAGEMENT LLC | 4.5M | 2.0% |
| FMR LLC | 3.8M | 1.7% |
| MACKENZIE FINANCIAL CORP | 3.7M | 1.6% |
| JPMORGAN CHASE & CO | 3.5M | 1.5% |
| MORGAN STANLEY | 2.9M | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | 1.3% |
| NORTHERN TRUST CORP | 2.8M | 1.2% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.7M | 1.2% |
| Invesco Ltd. | 2.4M | 1.1% |
| Nuveen, LLC | 2.3M | 1.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.3M | 1.0% |
| Webs Creek Capital Management LP | 2.0M | 0.9% |
| GOLDMAN SACHS GROUP INC | 1.9M | 0.8% |
| Qube Research & Technologies Ltd | 1.7M | 0.7% |
| Bank of New York Mellon Corp | 1.7M | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | New | 0 | 2.3M | +2.3M |
| ARISTEIA CAPITAL, L.L.C. | Increased | 10.8M | 13.0M | +2.2M |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 2.7M | 625.4K | -2.1M |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 10.0M | 8.2M | -1.8M |
| Qube Research & Technologies Ltd | Increased | 256.3K | 1.7M | +1.4M |
| Invesco Ltd. | Increased | 1.1M | 2.4M | +1.3M |
| UBS Group AG | Reduced | 2.1M | 844.5K | -1.2M |
| MACKENZIE FINANCIAL CORP | Increased | 2.7M | 3.7M | +997.4K |
| Boston Partners | Increased | 50.2K | 937.3K | +887.1K |
| BlackRock, Inc. | Increased | 38.4M | 39.3M | +849.0K |
| Squarepoint Ops LLC | Reduced | 909.6K | 74.3K | -835.3K |
| Balyasny Asset Management L.P. | Increased | 39.6K | 839.5K | +800.0K |
| STATE STREET CORP | Reduced | 12.5M | 11.7M | -790.1K |
| Webs Creek Capital Management LP | Increased | 1.3M | 2.0M | +755.2K |
| Encompass Capital Advisors LLC | Increased | 697.8K | 1.4M | +750.3K |
| Lighthouse Investment Partners, LLC | Sold Out | 731.6K | 0 | -731.6K |
| BESSEMER GROUP INC | Increased | 1.9K | 642.9K | +641.0K |
| TUDOR INVESTMENT CORP ET AL | Increased | 484.0K | 1.1M | +601.5K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 61.8K | 662.8K | +601.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 5.7M | 6.3M | +571.3K |
| MORGAN STANLEY | Reduced | 3.5M | 2.9M | -568.0K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 972.3K | 422.1K | -550.2K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 5.0M | 4.5M | -539.4K |
| Zimmer Partners, LP | Sold Out | 532.5K | 0 | -532.5K |
| JPMORGAN CHASE & CO | Reduced | 4.1M | 3.5M | -516.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 2.4M | 1.9M | -491.3K |
| JANE STREET GROUP, LLC | Increased | 9.2K | 492.2K | +483.0K |
| CLG LLC | Sold Out | 466.2K | 0 | -466.2K |
| DONALD SMITH & CO., INC. | Increased | 7.2M | 7.6M | +438.7K |
| CITADEL ADVISORS LLC | Increased | 26.4K | 435.6K | +409.2K |
| Baird Financial Group, Inc. | Sold Out | 383.2K | 0 | -383.2K |
| Susquehanna Portfolio Strategies, LLC | Increased | 154.1K | 536.1K | +382.0K |
| FIRST TRUST ADVISORS LP | Reduced | 1.3M | 918.1K | -372.4K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 465.5K | 114.6K | -350.9K |
| MARSHALL WACE, LLP | Increased | 160.7K | 485.1K | +324.3K |
| Alyeska Investment Group, L.P. | Reduced | 545.4K | 230.7K | -314.7K |
| BARCLAYS PLC | Reduced | 418.6K | 106.5K | -312.1K |
| Steward Partners Investment Advisory, LLC | Reduced | 457.3K | 165.9K | -291.4K |
| Bridgewater Associates, LP | New | 0 | 265.0K | +265.0K |
| Jump Financial, LLC | Increased | 8.1K | 265.0K | +257.0K |
| ExodusPoint Capital Management, LP | Sold Out | 256.1K | 0 | -256.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 247.8K | 0 | -247.8K |
| Trexquant Investment LP | New | 0 | 243.7K | +243.7K |
| CAPITAL FUND MANAGEMENT S.A. | Increased | 426.6K | 666.4K | +239.8K |
| Bank of New York Mellon Corp | Increased | 1.4M | 1.7M | +239.8K |
| LSV ASSET MANAGEMENT | Reduced | 232.7K | 1 | -232.7K |
| AEGIS FINANCIAL CORP | Increased | 551.8K | 778.9K | +227.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 2.9M | 2.7M | -226.2K |
| PANAGORA ASSET MANAGEMENT INC | Reduced | 625.6K | 405.0K | -220.6K |
| FMR LLC | Reduced | 4.0M | 3.8M | -220.2K |
| CAXTON ASSOCIATES LLP | Sold Out | 208.7K | 0 | -208.7K |
| DENALI ADVISORS LLC | Sold Out | 202.8K | 0 | -202.8K |
| Qsemble Capital Management, LP | Sold Out | 197.7K | 0 | -197.7K |
| Holocene Advisors, LP | Sold Out | 191.3K | 0 | -191.3K |
| Turtle Creek Wealth Advisors, LLC | New | 0 | 191.0K | +191.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 15.2M | 15.4M | +190.9K |
| Tieton Capital Management, LLC | Sold Out | 189.3K | 0 | -189.3K |
| SIR Capital Management, L.P. | New | 0 | 182.9K | +182.9K |
| CastleKnight Management LP | Sold Out | 168.5K | 0 | -168.5K |
| READYSTATE ASSET MANAGEMENT LP | Increased | 56.7K | 222.9K | +166.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.