13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SM

SM Energy Co

524 institutions still hold SM Energy Co as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78454l100·524 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$4.8B
62.0% inst. owned
of float
Holders
524
-12 QoQ
filers reporting
Activity
+36 / −90
+868 added · −849 reduced
this quarter
Concentration
24.83%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

524 institutions reported SM in Q1 2026. BlackRock, Inc. leads at 24.8% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.2B38.4M0.02%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$475M15.2M0.02%Q1 202603
STATE STREET CORP
CIK 0000093751
$390M12.5M0.01%Q1 202604
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$338M10.8M7.01%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$329M10.5M0.01%Q1 202606
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$312M10.0M0.06%Q1 202607
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$278M8.9M0.14%Q1 202608
DONALD SMITH & CO., INC.
CIK 0000814375
$225M7.2M4.04%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$178M5.7M0.01%Q1 202610
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$157M5.0M0.07%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$130M4.1M0.01%Q1 202612
FMR LLC
CIK 0000315066
$125M4.0M0.01%Q1 202613
MORGAN STANLEY
CIK 0000895421
$109M3.5M0.01%Q1 202614
Delaware Management Holdings, Inc.
CIK 0000921739
$92M2.9M0.16%Q1 202615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$90M2.9M0.01%Q1 202616
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$86M2.7M0.02%Q1 202617
MACKENZIE FINANCIAL CORP
CIK 0000919859
$83M2.7M0.10%Q1 202618
NORTHERN TRUST CORP
CIK 0000073124· Index
$83M2.7M0.01%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$75M2.4M0.01%Q1 202620
Nuveen, LLC
CIK 0001871926
$74M2.4M0.02%Q1 2026
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