SM ENERGY COMPANY (SM) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SM?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for SM ENERGY COMPANY, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SM?

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

Is institutional money flowing into SM?

189 institutional investors hold SM ENERGY COMPANY (SM). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SM?

Track institutional sentiment and conviction scores for SM ENERGY COMPANY (SM) including Smart Money Verdict and position changes on HoldingsIntel.

SM ENERGY COMPANY

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

189

Holders

Avg rating(19 Elite)

$5B

Total Value

81% (207)

Fund Consensus

166 buying - 38 selling

Smart Money Verdict

View all

59Mixed MomentumSplit Signals

Get 5 free verdicts/month - sign up in 10 seconds

See how SM's score breaks down across 4 SEC sources

Held by 189 funds

19 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

InsiderJAJenkins Richard A.Sell $220KJun 17, 2025

View all insider trades View all activist filings

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%	+7.98%	49
CANADA PENSION PLAN INVESTMENT BOARD	Increased	14.5M(+2296.1%)	$451.9M	0.3%	+35.06%	60
STATE STREET CORP	Increased	12.5M(+99.7%)	$389.6M	0.0%	+9.05%	50
DIMENSIONAL FUND ADVISORS LP	Increased	10M(+79.5%)	$311.7M	0.1%	+16.13%	47
AMERICAN CENTURY COMPANIES INC	Increased	8.9M(+88.4%)	$278.2M	0.1%	+12.89%	58
GEODE CAPITAL MANAGEMENT, LLC	Increased	5.7M(+109.4%)	$177.7M	0.0%	+54.70%	49
MILLENNIUM MANAGEMENT LLC	Increased	5M(+77.5%)	$156.9M	0.1%	+40.75%	46
JPMORGAN CHASE & CO	Increased	4.1M(+32.2%)	$130.2M	0.0%	-3.89%	39
FMR LLC	Increased	4M(+3136.3%)	$125.3M	0.0%	+34.63%	49
MORGAN STANLEY	Increased	3.5M(+105.7%)	$109.5M	0.0%	+13.22%	48
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	2.9M(+1.5%)	$91.7M	0.2%	+71.53%	36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.9M(+111.0%)	$90.4M	0.0%	+51.67%	48
WELLINGTON MANAGEMENT GROUP LLP	Increased	2.7M(+1779.5%)	$85.7M	0.0%	+35.88%	48
MACKENZIE FINANCIAL CORP	New	2.7M	$83.5M	0.1%	+34.29%	49
NORTHERN TRUST CORP	Increased	2.7M(+116.1%)	$82.8M	0.0%	+43.97%	48
GOLDMAN SACHS GROUP INC	Increased	2.4M(+170.4%)	$75.1M	0.0%	+23.96%	48
Nuveen, LLC	Increased	2.4M(+183.3%)	$73.6M	0.0%	+28.38%	48
UBS Group AG	Increased	2.1M(+212.3%)	$64.8M	0.0%	+25.56%	48
Bank of New York Mellon Corp	Increased	1.4M(+95.5%)	$44.2M	0.0%	+85.24%	47
FIRST TRUST ADVISORS LP	Increased	1.3M(+72.8%)	$40.2M	0.0%	+5.73%	44

Showing 1-20 of 207

Per page:

1 / 11

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Energy stocks held by institutions

CVXCHEVRON CORPORATION

376 holders · $229.2B

XOMEXXON MOBIL CORP

369 holders · $349.4B

SLBSLB LIMITED

361 holders · $48.7B

COPCONOCOPHILLIPS

348 holders · $105.7B

BKRBAKER HUGHES COMPANY

332 holders · $43.6B

VLOVALERO ENERGY CORP

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer