SM Energy Co — Institutional Ownership
Which tracked institutions hold SM, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
33
Funds holding
$1907021157
Total value held
Buying
23 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1025229347 | 39280818 | +849031 | +2.21% |
| 2 | State Street Corp | $305527838 | 11705860 | -790102 | -6.32% |
| 3 | Jpmorgan Chase & Co | $93733478 | 3574729 | -516493 | -12.62% |
| 4 | Morgan Stanley | $76830403 | 2943691 | -567990 | -16.17% |
| 5 | Northern Trust Corp | $72734776 | 2786773 | +132162 | +4.98% |
| 6 | Invesco Ltd. | $63462699 | 2431521 | +2431521 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $50038823 | 1917196 | -491320 | -20.40% |
| 8 | Bank Of New York Mellon Corp | $43259127 | 1657438 | +239752 | +16.91% |
| 9 | Bank Of America Corp /De/ | $34197359 | 1310244 | +49050 | +3.89% |
| 10 | Principal Financial Group Inc | $28757946 | 1101837 | +755 | +0.07% |
| 11 | Ameriprise Financial Inc | $23506327 | 900635 | +900635 | NEW BUY |
| 12 | Ubs Group Ag | $22042155 | 844527 | +844527 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $21109580 | 808796 | +156683 | +24.03% |
| 14 | Prudential Financial Inc | $7582389 | 290513 | -26540 | -8.37% |
| 15 | Raymond James Financial Inc | $7569764 | 290029 | +103251 | +55.28% |
| 16 | Sei Investments Co | $5906096 | 226282 | -151657 | -40.13% |
| 17 | Citigroup Inc | $4411674 | 169030 | +132747 | +365.87% |
| 18 | Janus Henderson Group Plc | $3882062 | 124445 | +124445 | NEW BUY |
| 19 | Franklin Resources Inc | $3511859 | 134554 | -31598 | -19.02% |
| 20 | Fifth Third Bancorp | $2939341 | 112618 | +34800 | +44.72% |
| 21 | Barclays Plc | $2779232 | 106484 | -312068 | -74.56% |
| 22 | Royal Bank Of Canada | $2701000 | 103465 | +9350 | +9.93% |
| 23 | Us Bancorp \De\ | $1267495 | 48563 | -261 | -0.53% |
| 24 | Bank Of Montreal /Can/ | $981309 | 37598 | +542 | +1.46% |
| 25 | Brookfield Corp /On/ | $835618 | 32016 | — | Held |
| 26 | M&T Bank Corp | $741533 | 28419 | +28419 | NEW BUY |
| 27 | Blackstone Inc. | $615934 | 23599 | +23599 | NEW BUY |
| 28 | Pnc Financial Services Group, Inc. | $596067 | 22838 | +3647 | +19.00% |
| 29 | Stifel Financial Corp | $208056 | 7971 | +7971 | NEW BUY |
| 30 | First Horizon Corp | $37637 | 1442 | +1442 | NEW BUY |
| 31 | Atlantic Union Bankshares Corp | $20985 | 804 | +804 | NEW BUY |
| 32 | Amalgamated Financial Corp. | $2125 | 54567 | +54567 | NEW BUY |
| 33 | Southstate Bank Corp | $1123 | 43 | +43 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.