SM Energy Company (SM) Institutional Ownership & Insider Trading

498 institutions reported holding SM Energy Company shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Oil & Gas E&P · Energy

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Market cap: 9.5B
P/E TTM: 9.6
Dividend yield: 2.1%
52-week: —
Next earnings: 3 Nov, in 10 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

498 institutions held 96.8% of the shares. Across filers that reported both quarters, shares held changed +1.5%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	498	230	+1.5%	186	55	141	71
Mar 26	507	227	—	—	—	—	—
Dec 25	339	112	-9.9%	106	46	121	86
Sep 25	374	121	+6.0%	134	39	110	28
Jun 25	365	114	-1.4%	153	30	120	55
Mar 25	395	116	-0.1%	143	50	126	75
Dec 24	419	116	-4.0%	119	47	139	43
Sep 24	411	116	+3.8%	162	52	119	56

SM Energy Company — questions

Who owns SM Energy Company stock?: 498 institutions reported SM Energy Company shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (16.5%), VANGUARD PORTFOLIO MANAGEMENT LLC (6.5%), CANADA PENSION PLAN INVESTMENT BOARD (6.1%).
Are SM Energy Company insiders buying or selling?: 3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from SM Energy Company's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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