Who Owns SM ENERGY COMPANY (SM)? -- Institutional Holders (2026-06-30)

579 institutions reported holding $6.23B of SM ENERGY COMPANY (SM) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($1.03B), VANGUARD GROUP INC ($731.6M), CANADA PENSION PLAN INVESTMENT BOARD ($378.3M), ARISTEIA CAPITAL, L.L.C. ($339.3M), STATE STREET CORP ($305.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$1.03B39.3MAdded
2VANGUARD GROUP INC$731.6M28.0MAdded
3CANADA PENSION PLAN INVESTMENT BOARD$378.3M14.5MHold
4ARISTEIA CAPITAL, L.L.C.$339.3M13.0MAdded
5STATE STREET CORP$305.5M11.7MTrimmed
6AMERICAN CENTURY COMPANIES INC$233.2M8.9MAdded
7DIMENSIONAL FUND ADVISORS LP$213.4M8.2MTrimmed
8DONALD SMITH & CO., INC.$199.6M7.6MAdded
9GEODE CAPITAL MANAGEMENT, LLC$163.7M6.3MAdded
10MILLENNIUM MANAGEMENT LLC$117.3M4.5MTrimmed
11FMR LLC$99.1M3.8MTrimmed
12MACKENZIE FINANCIAL CORP$95.9M3.7MAdded
13JPMORGAN CHASE & CO$93.7M3.6MTrimmed
14MORGAN STANLEY$76.8M2.9MTrimmed
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.5M2.9MTrimmed
16Sixth Street Partners Management Company, L.P.$75.5M2.9MNew
17NORTHERN TRUST CORP$72.7M2.8MAdded
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$70.9M2.7MTrimmed
19Invesco Ltd.$63.5M2.4MAdded
20Nuveen, LLC$60.6M2.3MTrimmed
21FULLER & THALER ASSET MANAGEMENT, INC.$59.5M2.3MNew
22Webs Creek Capital Management LP$53.3M2.0MAdded
23GOLDMAN SACHS GROUP INC$50.0M1.9MTrimmed
24Qube Research & Technologies Ltd$44.2M1.7MAdded
25Bank of New York Mellon Corp$43.3M1.7MAdded

Source: SEC Form 13F filings · as of 2026-06-30