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SM

SM Smart Money Holdings (13F)

Sm Energy Co

+$4.5B

Net Activity

Data as of: 2026-03-31

Institutions Holding

513

Popularity Rank

#1073

Avg Weight

0.19%

Total Value

$7.2B

Ownership Trend

513 institutions currently hold SM, with 431 net buyers and 105 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

105

Net Buying Institutions

431

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.2B
VP
Vanguard Portfolio Management LLC
$475.0M
CP
Canada Pension Plan Investment Board
$451.9M
SS
State Street CORP
$389.6M
AC
Aristeia Capital, L.l.c.
$338.0M

Top 5 by Conviction

FA
Fearnley Asset Management As
14.16%
AC
Aristeia Capital, L.l.c.
7.01%
WC
Webs Creek Capital Management LP
6.94%
CI
Corigliano Investment Advisers, LLC
6.82%
DS
Donald Smith & Co., INC.
4.04%
View all 513 holding institutions

Across its top 20 institutional holders, SM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$6.1B

Total Buy Value

$427.5M

Total Sell Value

New buy218
Trim55
Add213
Sold out50

431

Net Buyers

105

Net Sellers

Smart Money Convergence

SM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SM

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

SM Energy Co (SM) released preliminary Q2 2026 earnings considerations, including realized prices and derivatives activity. Average oil price realized before derivatives was $96.85 per barrel, while after derivatives it dropped to $80.62. The company expects a net derivative settlement loss of about $220 million for the quarter.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

78454L100

FAQ

Who are the top institutional investors holding SM ENERGY CO (SM)?
Major stakeholders currently include BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($475.0M), Canada Pension Plan Investment Board ($451.9M). Based on the latest 13F filings, there are a total of 513 tracked investment funds and institutions maintaining positions in SM.
What is the overall institutional sentiment toward SM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.5B, driven by 431 managers accumulating shares while 105 reduced their exposure.
Which institutions have been selling or reducing their SM positions?
In the latest period, 55 funds trimmed their holdings, and 50 managers completely exited their positions. The aggregate reported sell value was $427.5M.
Are there any notable investors adding SM to their portfolios?
Yes, buying activity remains notable. 218 institutions opened new positions in {ticker}, and 213 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.1B.

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Developer Access

Access SM's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SM

CLI

npx alphasmo stocks get SM
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