SM Energy
SM · NYSE
$38.85−$0.04 (−0.10%)TodayMarket closed ·
Prev close $38.89
Who owns SM
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 54.1% of SM’s shares.
- BlackRock Institutional Trust Company, N.A.13.9%
- Vanguard Portfolio Management, LLC6.4%
- CPP Investments6.0%
- Aristeia Capital, L.L.C.5.4%
- Next 6 largest institutions22.3%
- All other shareholders45.9%
| Holder | Shares | % of shares |
|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 33.42M | 13.94% |
| Vanguard Portfolio Management, LLC | 15.43M | 6.43% |
| CPP Investments | 14.49M | 6.05% |
| Aristeia Capital, L.L.C. | 13.00M | 5.42% |
| State Street Investment Management (US) | 11.71M | 4.88% |
| Vanguard Capital Management, LLC | 10.66M | 4.45% |
| American Century Investment Management, Inc. | 8.94M | 3.73% |
| Dimensional Fund Advisors, L.P. | 8.17M | 3.41% |
| Donald Smith & Co., Inc. | 7.65M | 3.19% |
| Geode Capital Management, L.L.C. | 6.27M | 2.62% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.89M | 5.79% |
| Avantis US Small Cap Value ETF | 7.65M | 3.19% |
| Vanguard Total Stock Market Index Fund | 7.63M | 3.18% |
| iShares Russell 2000 ETF | 6.30M | 2.63% |
| Vanguard Small-Cap Index Fund | 5.51M | 2.30% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $1.62M (3 trades) of SM on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Venkatraman Ashwin | Sale | 3.65K | $139.72K |
| Lebeck James Barker | Sale | 17.50K | $647.85K |
| PURSELL A WADE | Gift | 5.00K | — |
| McKenna Blake Douglas | Award | 46.64K | — |
| Bennett Alan D | Award | 7.29K | — |
| Lebeck James Barker | Award | 42.75K | — |
| Lebeck James Barker | Tax withholding | 3.29K | $85.90K |
| Lebeck James Barker | Option exercise | 7.52K | — |
| McDonald Elizabeth Anne | Award | 90.17K | — |
| PURSELL A WADE | Award | 54.41K | — |
Short interest
Settled Sep 30, 2026
- Shares short
- 13.96M
- Days to cover
- 2.99
- % of shares outstanding
- 5.82%
- Average daily volume
- 4.66M
- Change since last report
- +3.5%
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