SM Energy (SM)
Explores, develops, and produces oil and gas across four U.S. shale basins.
$34.59
vs last close+0.66 (+1.96%)
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13F · 13D/G · Form 4
| Institutions | 97.98% | 233.06M shares | |
|---|---|---|---|
| 521 holders · as of Jun 30, 2026 | |||
| Insiders | 0.90% | 2.13M shares | |
| 22 holders · as of Sep 11, 2026 | |||
| Strategic holders | 5.47% | 13.00M shares | |
| 1 holder · as of Aug 14, 2026 | |||
| Adds to | 104.35% | ||
237.85M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.35%; nothing is left for Other.
13F, as of Jun 30, 2026
521 holders · 233.06M shares · 71 new positions · 276 increased · 155 reduced · 92 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 39.28M | 16.51% | +849.0K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 15.43M | 6.49% | +190.9K | Aug 13, 2026 |
| Canada Pension Plan Investment Board | 14.49M | 6.09% | 0 | Aug 14, 2026 |
| Aristeia Capital LLC | 13.00M | 5.47% | +2.16M | Aug 14, 2026 |
| State Street Corp | 11.71M | 4.92% | −790.1K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 10.66M | 4.48% | +119.6K | Aug 13, 2026 |
| American Century Companies Inc | 8.94M | 3.76% | +12.1K | Aug 12, 2026 |
| Dimensional Fund Advisors LP | 8.17M | 3.44% | −1.82M | Aug 11, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.00% | 33.46M | 13G | Mar 4, 2026 |
| Vanguard Portfolio Management | 6.44% | 15.37M | 13G | Apr 29, 2026 |
| CPPIB Crestone Peak Resources Canada Inc. | 6.10% | 14.49M | 13G | May 15, 2026 |
| Aristeia Capital, L.L.C. | 5.47% | 13.00M | 13G | Aug 14, 2026 |
| Vanguard Capital Management | 5.13% | 12.24M | 13G | Apr 30, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 10, 2026 | Ashwin Venkatramandirector | Sale | 3,650 | $38.28 | 12,525 |
| Aug 21, 2026 | James Barker Lebeckofficer: EVP, GC & Corp Secretary | Sale | 17,500 | $37.02 | 14,705 |
| May 21, 2026 | Ramiro G. Perudirector | Sale | 24,553 | $33.98 | 65,964 |
House and Senate disclosures
Not reported.