SM ENERGY COMPANY (SM) is held by 196 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling SM?

In Q1 2026, 173 institutions opened or increased positions in SM ENERGY COMPANY while 37 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SM ENERGY COMPANY.

How many hedge funds hold SM?

196 institutional investors report holding SM ENERGY COMPANY (SM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SM?

As of Q1 2026, tracked institutions in SM ENERGY COMPANY show 173 buyers versus 37 sellers — net inflows.

Are Congress members and hedge funds both buying SM?

Yes — in the latest quarter, 1 members of Congress and 173 institutional investors bought SM ENERGY COMPANY. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

SM ENERGY COMPANY

SM·78454L100·US·Common Stock·Energy - Oil & Gas E&P-13D/G

196

Holders

Avg rating(43 Elite)

$5.9B

Total Value

82% (213)

Fund Consensus

173 buying - 37 selling

Smart Money Verdict

View all

Held by 196 funds

43 elite

Who's Trading

InsiderPGPERU RAMIRO GSell $834KMay 21, 2026

Activist

CPPIB Crestone Peak Resources Canada Inc.6.1%May 15, 2026

ActivistVAVanguard Capital Management5.1%Apr 30, 2026

ActivistVPVanguard Portfolio Management6.4%Apr 29, 2026

Congress

Donald J. TrumpBuy $15,001 - $50,000Dec 26, 2025

Congress

Donald J. TrumpSale $15,001 - $50,000Nov 24, 2025

Congress

Donald J. TrumpSale $15,001 - $50,000Oct 16, 2025

Congress

Donald J. TrumpBuy $1,001 - $15,000Sep 22, 2025

InsiderJAJenkins Richard A.Sell $220KJun 17, 2025

Congress

Donald J. TrumpSale $1,001 - $15,000May 29, 2025

View all insider trades View all activist filings View all congressional trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	38.4M(+83.6%)	$1.2B	0.0%	-7.17%	49
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	15.2M	$475M	0.0%	+15.44%	43
CANADA PENSION PLAN INVESTMENT BOARD	Increased	14.5M(+2296.1%)	$451.9M	0.3%	+16.10%	60
STATE STREET CORP	Increased	12.5M(+99.7%)	$389.6M	0.0%	-6.25%	50
VAVANGUARD CAPITAL MANAGEMENT LLC	New	10.5M	$328.6M	0.0%	+15.44%	43
DIMENSIONAL FUND ADVISORS LP	Increased	10M(+79.5%)	$311.7M	0.1%	-0.17%	47
AMERICAN CENTURY COMPANIES INC	Increased	8.9M(+88.4%)	$278.2M	0.1%	-2.95%	58
GEODE CAPITAL MANAGEMENT, LLC	Increased	5.7M(+109.4%)	$177.7M	0.0%	+32.99%	49
MILLENNIUM MANAGEMENT LLC	Increased	5M(+77.5%)	$156.9M	0.1%	+21.00%	46
JPMORGAN CHASE & CO	Increased	4.1M(+32.2%)	$130.2M	0.0%	-17.37%	39
FMR LLC	Increased	4M(+3136.3%)	$125.3M	0.0%	+15.74%	49
MORGAN STANLEY	Increased	3.5M(+105.7%)	$109.5M	0.0%	-2.67%	48
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	2.9M(+1.5%)	$91.7M	0.2%	+47.45%	36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.9M(+111.0%)	$90.4M	0.0%	+30.39%	48
WELLINGTON MANAGEMENT GROUP LLP	Increased	2.7M(+1779.5%)	$85.7M	0.0%	+16.81%	48
MACKENZIE FINANCIAL CORP	New	2.7M	$83.5M	0.1%	+15.44%	49
NORTHERN TRUST CORP	Increased	2.7M(+116.1%)	$82.8M	0.0%	+23.76%	48
GOLDMAN SACHS GROUP INC	Increased	2.4M(+170.4%)	$75.1M	0.0%	+6.57%	48
Nuveen, LLC	Increased	2.4M(+183.3%)	$73.6M	0.0%	+10.37%	48
UBS Group AG	Increased	2.1M(+212.3%)	$64.8M	0.0%	+7.94%	48