SM SM Energy Co: institutional ownership and insider trading
534 funds reported holding $6.46B of SM Energy Co in their latest 13F filings; in Q2 2026 funds net bought $96.0M, with 68 new positions and 84 funds selling out; over the last 12 months insiders bought $0 and sold $1.62M on the open market.
Famous investors holding SM
- Izzy Englander (Millennium Management): $117M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $6.92M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $38.6M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $2.28M, 0.0% of the portfolio
Largest institutional holders of SM
- BlackRock, Inc. (BLK) — $1.03B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $403M
- CANADA PENSION PLAN INVESTMENT BOARD — $378M
- ARISTEIA CAPITAL, L.L.C. — $339M
- STATE STREET CORP (STT, STT-PG) — $306M
- VANGUARD CAPITAL MANAGEMENT LLC — $278M
- VANGUARD GROUP INC — $253M
- AMERICAN CENTURY COMPANIES INC — $233M
- DIMENSIONAL FUND ADVISORS LP — $213M
- DONALD SMITH & CO., INC. — $200M
Recent SM insider trades
- Sep 10, 2026: Venkatraman Ashwin sold 3,650 shares ($140K)
- Aug 21, 2026: Lebeck James Barker sold 17,500 shares ($648K)
- May 21, 2026: Peru Ramiro G sold 24,553 shares ($834K)
- Jun 17, 2025: Jenkins Richard A. sold 7,726 shares ($220K)
5%+ owners
- Vanguard Portfolio Management: 6.4% (Schedule 13G, filed Apr 29, 2026)
- CPPIB Crestone Peak Resources Canada Inc.: 6.1% (Schedule 13G/A, filed May 15, 2026)
- Aristeia Capital, L.L.C.: 5.5% (Schedule 13G, filed Aug 14, 2026)
- Vanguard Capital Management: 5.1% (Schedule 13G, filed Apr 30, 2026)