SM Energy Company
SM Energy Company (SM) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SM · as of Sep 30, 2025
Ownership Breakdown
405
Institutional Holders
▲ 4 vs Q2
$2.93B
Total Inst. Value
▲ $87.68M vs Q2
239.75M
Shares Outstanding
freeFloat 99.19%
117.17M
13F Shares Held
▲ 2.54M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SM largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. crude petroleum & natural gas | 20.38M | 17.79% | 17.79% | $508.77B | Nov 12, 2025 | ▲ 473.0K |
VANGUARD GROUP INC crude petroleum & natural gas | 13.86M | 12.10% | 12.10% | $346.01B | Nov 7, 2025 | ▼ 986.2K |
STATE STREET CORP crude petroleum & natural gas | 6.15M | 5.37% | 5.37% | $153.57B | Nov 14, 2025 | ▲ 413.6K |
DIMENSIONAL FUND ADVISORS LP crude petroleum & natural gas | 5.92M | 5.17% | 5.17% | $147.88B | Nov 12, 2025 | ▲ 31.0K |
AMERICAN CENTURY COMPANIES INC crude petroleum & natural gas | 4.59M | 4.00% | 4.00% | $114.50B | Nov 12, 2025 | ▲ 375.8K |
WESTWOOD HOLDINGS GROUP INC crude petroleum & natural gas | 3.64M | 3.18% | 3.18% | $90.83B | Nov 14, 2025 | ▼ 94.0K |
JPMORGAN CHASE & CO crude petroleum & natural gas | 3.43M | 2.99% | 2.99% | $85.57B | Nov 26, 2025 | ▲ 52.8K |
MACQUARIE GROUP LTD crude petroleum & natural gas | 3.17M | 2.77% | 2.77% | $79.08B | Nov 13, 2025 | ▼ 267.0K |
GEODE CAPITAL MANAGEMENT, LLC crude petroleum & natural gas | 2.66M | 2.33% | 2.33% | $66.56B | Nov 12, 2025 | ▼ 45.1K |
WOODLINE PARTNERS LP crude petroleum & natural gas | 2.43M | 2.12% | 2.12% | $60.67B | Nov 14, 2025 | ▲ 1.62M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+6.12M shares2
New Positions
first time holders20
Decreased
−2.88M shares0
Sold Out
fully exitedNet shares change (top 50)
+3.24M
+6.12M / −2.88M
Net new holders
+10
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SM insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
PERU RAMIRO G director | May 21, 2026 | Sale | 24,553 | $33.98 | $834.3K | 66.0K | Form 4 ↗ |
PURSELL A WADE EVP & CFO | Dec 31, 2025 | J-Other | 184 | $15.96 | $2.9K | 405.6K | Form 4 ↗ |
PURSELL A WADE EVP & CFO | Mar 12, 2026 | Gift | 7,500 | — | — | 398.1K | Form 4 ↗ |
van Kempen Wouter T. director | Feb 5, 2026 | Tax Withhold | 75,217 | $18.87 | $1.42M | 135.4K | Form 4 ↗ |
Lebeck James Barker EVP Corp Development & GC | Jan 23, 2026 | Tax Withhold | 6,791 | $18.75 | $127.3K | 14.8K | Form 4 ↗ |
McDonald Elizabeth Anne President & COO | Sep 9, 2025 | Tax Withhold | 4,240 | $26.71 | $113.3K | 5.5K | Form 4 ↗ |
Vogel Herbert S President & CEO | Jul 24, 2025 | Tax Withhold | 12,566 | $24.71 | $310.5K | 536.1K | Form 4 ↗ |
Vogel Herbert S President & CEO | Jul 25, 2025 | Award | 84,485 | — | — | 84.5K | Form 4 ↗ |
Knott Kenneth J. SVP - Bus Dev & Land | Jul 24, 2025 | Tax Withhold | 843 | $24.71 | $20.8K | 134.2K | Form 4 ↗ |
Knott Kenneth J. SVP - Bus Dev & Land | Jul 25, 2025 | Award | 15,361 | — | — | 15.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
SM Energy Company (SM) is primarily owned by institutional investors, who hold approximately 48.9% of total shares outstanding. Company insiders own approximately 0.81%, while retail and public investors account for the remaining 50.32%.
The largest institutional shareholder of SM Energy Company is BLACKROCK, INC., holding approximately 20.38 million shares — equal to 17.79% of outstanding shares — as of September 30, 2025.
A total of 405 institutional investors currently hold SM stock, with a combined institutional value of approximately $2.93 billion as of the most recent 13F filing period.
Frequently asked questions
SM ownershipSM Energy Company (SM) is primarily owned by institutional investors, who hold approximately 48.9% of shares. The largest shareholder is BLACKROCK, INC. with a 17.79% stake. Company insiders hold 0.81%. Data sourced from SEC Form 13F as of September 30, 2025.