Institutional Ownership
Sm Energy Co
CUSIP 78454L100COMSMQ1 2026
13D / 13G Filings
36
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
17.3%
Max % of class reported
Institutional Holders
500
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
36 filings · latest Mar 4, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 4, 2026 | Blackrock, Inc. | 13G/A | 14.0% | 33.46M | SEC |
| 2 | Feb 6, 2026 | Blackrock, Inc. | 13G/A | 9.5% | 22.64M | SEC |
| 3 | Jan 21, 2026 | Dimensional Fund Advisors LP | 13G/A | 4.9% | 5.57M | SEC |
| 4 | Oct 31, 2025 | The Vanguard Group | 13G/A | 12.1% | 13.86M | SEC |
| 5 | Jul 18, 2025 | Blackrock, Inc. | 13G/A | 14.5% | 16.61M | SEC |
| 6 | Apr 30, 2025 | The Vanguard Group | 13G/A | 13.3% | 15.27M | SEC |
| 7 | Nov 8, 2024 | Blackrock, Inc. | 13G/A | 15.7% | 17.93M | SEC |
| 8 | Oct 31, 2024 | Dimensional Fund Advisors LP | 13G | 5.7% | 6.54M | SEC |
| 9 | Oct 18, 2024 | Blackrock, Inc. | 13G/A | 15.7% | 17.93M | SEC |
| 10 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 12.3% | 14.34M | SEC |
26 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Sm Energy Co.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 38.43M | $1.20B |
| 2 | Canada Pension Plan Investment Board | 14.49M | $451.92M |
| 3 | State Street Corp | 12.50M | $389.62M |
| 4 | Aristeia Capital, L.L.C. | 10.84M | $338.05M |
| 5 | Dimensional Fund Advisors LP | 10.00M | $311.68M |
| 6 | American Century Companies Inc | 8.92M | $278.24M |
| 7 | Donald Smith & Co., Inc. | 7.21M | $224.77M |
| 8 | Geode Capital Management, LLC | 5.70M | $177.72M |
| 9 | Millennium Management LLC | 5.03M | $156.93M |
| 10 | Jpmorgan Chase & Co | 4.05M | $130.17M |