SM Energy Company (SM) Ownership
SM ownership summary
as of October 18, 2026- Institutions
- 99.9% of shares outstanding
- Insiders
- 0.92% of shares outstanding
- Shares outstanding
- 237.9M
- Float
- 222.7M shares available to trade
- Short interest
- 6.86% 14.0M shares short
- Days to cover
- 3.34 short interest up 9.0% vs prior month
- Institutions 99.89%
- Insiders 0.92%
SM top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 16.51% | 39.3M | $1.55B | +849,031 (+2.2%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 6.49% | 15.4M | $609.3M | +190,934 (+1.3%) | June 30, 2026 |
| 3 | Canada Pension Plan Investment Board | 6.09% | 14.5M | $572.5M | — | June 30, 2026 |
| 4 | Aristeia Capital, LLC | 5.47% | 13.0M | $513.5M | +2.2M (+19.9%) | June 30, 2026 |
| 5 | State Street Corp | 4.92% | 11.7M | $462.4M | −790,102 (−6.3%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.48% | 10.7M | $421.0M | +119,582 (+1.1%) | June 30, 2026 |
| 7 | American Century Companies Inc | 3.76% | 8.9M | $353.0M | +12,059 (+0.1%) | June 30, 2026 |
| 8 | Dimensional Fund Advisors, Inc. | 3.44% | 8.2M | $322.9M | −1.8M (−18.2%) | June 30, 2026 |
| 9 | Donald Smith & Co Inc | 3.22% | 7.6M | $302.1M | +438,695 (+6.1%) | June 30, 2026 |
| 10 | Geode Capital Management, LLC | 2.64% | 6.3M | $247.7M | +571,288 (+10.0%) | June 30, 2026 |
| 11 | Millennium Management LLC | 1.89% | 4.5M | $177.5M | −539,433 (−10.7%) | June 30, 2026 |
| 12 | FMR Inc | 1.60% | 3.8M | $150.0M | −220,198 (−5.5%) | June 30, 2026 |
| 13 | Mackenzie Investments | 1.54% | 3.7M | $145.1M | +997,403 (+37.3%) | June 30, 2026 |
| 14 | JPMorgan Chase & Co | 1.49% | 3.5M | $139.6M | −516,493 (−12.7%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.24% | 2.9M | $116.3M | −567,990 (−16.2%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 1.22% | 2.9M | $114.3M | −6,671 (−0.2%) | June 30, 2026 |
| 17 | Northern Trust Corp | 1.17% | 2.8M | $110.1M | +132,162 (+5.0%) | June 30, 2026 |
| 18 | Delaware Management Holdings Inc | 1.14% | 2.7M | $107.3M | −226,168 (−7.7%) | June 30, 2026 |
| 19 | Amvescap Plc. | 1.02% | 2.4M | $96.0M | +1.3M (+113.9%) | June 30, 2026 |
| 20 | Nuveen, LLC | 0.98% | 2.3M | $91.7M | −40,170 (−1.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 6.8M shares and 9 cut 4.7M.
SM top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.96% | 14.2M | $559.7M | +2,985 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.20% | 7.6M | $301.0M | −9,813 (−0.1%) | August 31, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.97% | 7.1M | $279.1M | — | September 30, 2026 |
| 4 | iShares Russell 2000 ETF | 2.66% | 6.3M | $250.0M | −56,193 (−0.9%) | September 30, 2026 |
| 5 | Vanguard Small Cap Index | 2.25% | 5.4M | $211.6M | −160,308 (−2.9%) | September 30, 2026 |
| 6 | Vanguard MStar Small Cap Value Index | 1.46% | 3.5M | $137.6M | −20,877 (−0.6%) | September 30, 2026 |
| 7 | SttStrtSPDRS&POil&GasExplor&ProdtnETF | 1.15% | 2.7M | $108.1M | −94,976 (−3.4%) | September 30, 2026 |
| 8 | Fidelity Small Cap Index | 1.12% | 2.7M | $105.3M | +21,830 (+0.8%) | July 31, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.91% | 2.2M | $85.6M | +3,284 (+0.2%) | September 30, 2026 |
| 10 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 2.2M | $85.5M | — | September 30, 2026 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 0.85% | 2.0M | $79.4M | — | September 30, 2026 |
| 12 | Vanguard Selected Value Inv | 0.78% | 1.9M | $73.2M | — | June 30, 2026 |
| 13 | DFA US Small Cap Value I | 0.76% | 1.8M | $71.8M | — | August 31, 2026 |
| 14 | Nomura Small Cap Core I | 0.71% | 1.7M | $67.1M | −531,214 (−23.8%) | August 31, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.60% | 1.4M | $56.0M | +15,968 (+1.1%) | September 30, 2026 |
| 16 | Vanguard Tax-Managed Small Cap Adm | 0.56% | 1.3M | $52.9M | +87,713 (+7.0%) | September 30, 2026 |
| 17 | State Street® SPDR® S&P 600™ Sm CpValETF | 0.53% | 1.3M | $49.5M | — | September 30, 2026 |
| 18 | Schwab US Small-Cap ETF™ | 0.53% | 1.3M | $49.4M | +846 (+0.1%) | September 30, 2026 |
| 19 | Vanguard Energy ETF | 0.53% | 1.3M | $49.4M | −5,542 (−0.4%) | September 30, 2026 |
| 20 | DFA US Targeted Value I | 0.51% | 1.2M | $47.6M | −12,557 (−1.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SM insider transactions
latest 1| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-05-06 | Herbert S Vogel | Buy | $21.32 | 1,000 | $21,320 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SM shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SM
Institutional investors own 99.9% of SM Energy's shares and insiders 0.92%. The largest holder is BlackRock Inc with 16.51% of the shares (39.3M), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 9 reduced their stake in the latest filings. Short interest is 6.86% of the float, or 3.34 days of average trading volume. The share count rose 70.5% since 2014.
Related: SM analyst forecast, SM key metrics, SM dividend history. See the SM stock overview for the latest quote and news.
SM ownership FAQ
Who owns the most SM Energy stock?
The largest shareholders of SM Energy are BlackRock Inc (16.51%), Vanguard Portfolio Management, LLC (6.49%), Canada Pension Plan Investment Board (6.09%), Aristeia Capital, LLC (5.47%), State Street Corp (4.92%).
What percentage of SM Energy is owned by institutions?
Institutions hold 99.9% of SM Energy's shares outstanding; insiders hold 0.92%.
Which funds own SM Energy?
The largest fund holders of SM Energy are iShares Core S&P Small-Cap ETF (5.96%), Vanguard MStar Total Stk Mkt Idx Invest (3.20%), Avantis US Small Cap Value ETF (2.97%), iShares Russell 2000 ETF (2.66%), Vanguard Small Cap Index (2.25%).
What is SM Energy's short interest?
14.0M shares of SM Energy were sold short, 6.86% of the float; at the average daily volume it would take 3.34 days to cover.
Are insiders buying or selling SM Energy?
Of the latest 1 reported insider transactions in SM Energy (since May 6, 2025), 1 were purchases and 0 were sales.
How many shares of SM Energy are outstanding?
SM Energy has 237.9M shares outstanding, of which 222.7M are in the public float.