| 0.21% |
| 4 | ARISTEIA CAPITAL, L.L.C. | 13.0M | $339.3M | +19.9% | 5.423% | 4.41% |
| 5 | STATE STREET CORP | 11.7M | $305.5M | -6.3% | 4.883% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | $278.2M | +1.1% | 4.445% | 0.01% |
| 7 | AMERICAN CENTURY COMPANIES INC | 8.9M | $233.2M | +0.1% | 3.727% | 0.10% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 8.2M | $213.4M | -18.2% | 3.410% | 0.04% |
| 9 | DONALD SMITH & CO., INC. | 7.6M | $199.6M | +6.1% | 3.190% | 3.53% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 6.3M | $163.7M | +10.0% | 2.615% | 0.01% |
| 11 | MILLENNIUM MANAGEMENT LLC | 4.5M | $117.3M | -10.7% | 1.874% | 0.04% |
| 12 | FMR LLC | 3.8M | $99.1M | -5.5% | 1.584% | 0.00% |
| 13 | MACKENZIE FINANCIAL CORP | 3.7M | $95.9M | +37.3% | 1.532% | 0.10% |
| 14 | JPMORGAN CHASE & CO | 3.5M | $92.7M | -12.8% | 1.474% | 0.01% |
| 15 | MORGAN STANLEY | 2.9M | $76.8M | -16.2% | 1.228% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $75.5M | -0.2% | 1.207% | 0.01% |
| 17 | NORTHERN TRUST CORP | 2.8M | $72.7M | +5.0% | 1.162% | 0.01% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.7M | $70.9M | -7.7% | 1.133% | 0.11% |
| 19 | Invesco Ltd. | 2.4M | $63.5M | +113.9% | 1.014% | 0.01% |
| 20 | Nuveen, LLC | 2.3M | $60.6M | -1.7% | 0.968% | 0.01% |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.3M | $59.5M | — | 0.951% | 0.16% |
| 22 | Webs Creek Capital Management LP | 2.0M | $53.3M | +58.8% | 0.851% | 10.09% |
| 23 | GOLDMAN SACHS GROUP INC | 1.9M | $50.0M | -20.4% | 0.800% | 0.00% |
| 24 | Qube Research & Technologies Ltd | 1.7M | $44.2M | +560.0% | 0.706% | 0.04% |
| 25 | Bank of New York Mellon Corp | 1.7M | $43.3M | +16.9% | 0.691% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SM — a direct measure of their conviction.
| 47.19% |
| 0.49 pp |
| $3.30B |
| 28% |
| Q4 2024 | 414 | +2.2% | 47.68% | 0.78 pp | $4.59B | +1.2% |
| Q3 2024 | 405 | — | 48.46% | — | $4.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SM institutional ownership rose by 2.16 percentage points quarter-over-quarter, with a net change of -19 holders.
The top 10 institutions account for 58.6% of all reported 13F value in SM, and the top 25 account for 76.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
SM Energy Company (SM) Institutional Ownership