Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 38.4M | $1.20B | +83.6% | 33.419% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.2M | $475.0M | β | 13.248% | 0.03% |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 14.5M | $451.9M | +2296.1% | 12.603% | 0.29% |
| 4 | STATE STREET CORP | 12.5M | $389.6M | +99.7% | 10.866% | 0.01% |
| 5 | ARISTEIA CAPITAL LLC | 10.8M | $338.0M | +2955.9% | 9.428% | 7.53% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.5M | $328.6M | β | 9.163% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 10.0M | $311.7M | +79.5% | 8.692% | 0.06% |
| 8 | AMERICAN CENTURY COMPANIES INC | 8.9M | $278.2M | +88.4% | 7.760% | 0.14% |
| 9 | DONALD SMITH & CO., INC. | 7.2M | $224.8M | β | 6.269% | 4.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5.7M | $177.7M | +109.4% | 4.955% | 0.01% |
| 11 | MILLENNIUM MANAGEMENT LLC | 5.0M | $156.9M | +77.5% | 4.377% | 0.10% |
| 12 | FMR LLC | 4.0M | $125.3M | +3136.3% | 3.494% | 0.01% |
| 13 | MORGAN STANLEY | 3.5M | $109.5M | +105.7% | 3.054% | 0.01% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.9M | $91.7M | +1.5% | 2.558% | 0.16% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $90.4M | +111.0% | 2.522% | 0.01% |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 2.7M | $85.7M | +1779.5% | 2.391% | 0.02% |
| 17 | MACKENZIE FINANCIAL CORP | 2.7M | $83.5M | β | 2.328% | 0.10% |
| 18 | NORTHERN TRUST CORP | 2.7M | $82.8M | +116.1% | 2.308% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 2.4M | $75.1M | +170.4% | 2.094% | 0.01% |
| 20 | Nuveen, LLC | 2.4M | $73.6M | +183.3% | 2.053% | 0.02% |
| 21 | UBS Group AG | 2.1M | $64.8M | +212.3% | 1.809% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.0M | $62.1M | +303.8% | 1.731% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $46.3M | β | 1.291% | 0.01% |
| 24 | Bank of New York Mellon Corp | 1.4M | $44.2M | +95.5% | 1.233% | 0.01% |
| 25 | FEARNLEY ASSET MANAGEMENT AS | 1.4M | $43.3M | +682.0% | 1.208% | 14.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SM β a direct measure of their conviction.
Filings activity in SM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 495 | +47% | 192.86% | +136.14 pp | $6.91B | +240% |
| Q4 2025 | 337 | 8.7% | 56.72% | 24.25 pp | $2.03B | 30% |
| Q3 2025 | 369 | +1.9% | 80.97% | +4.31 pp | $2.90B | +5.6% |
| Q2 2025 | 362 | 7.2% | 76.66% | 15.48 pp | $2.75B | 17% |
| Q1 2025 | 390 | 5.8% | 92.14% | 36.12 pp | $3.30B | 28% |
| Q4 2024 | 414 | +2.2% | 128.26% | +1.47 pp | $4.59B | +1.2% |
| Q3 2024 | 405 | 1.0% | 126.79% | 1.14 pp | $4.54B | 0.9% |
| Q2 2024 | 409 | β | 127.93% | β | $4.58B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SM stock.
Based on Q1 2026 13F filings, institutional ownership of SM Energy Company stands at 192.9%, held across 495 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SM, with approximately 38,431,787 shares worth $1.20B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SM, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SM is 82 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
217 institutions opened new positions in SM during Q1 2026, while 59 fully exited. 246 added to existing positions and 30 trimmed.
SM institutional ownership rose by 136.14 percentage points quarter-over-quarter, with a net change of +158 holders.
The top 10 institutions account for 60.4% of all reported 13F value in SM, and the top 25 account for 78.3%.
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