SM Energy Co — Institutional Ownership
Which tracked institutions hold SM, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
27
Funds holding
$2085050263
Total value held
Buying
22 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1198303132 | 38431787 | +17500906 | +83.61% |
| 2 | State Street Corp | $389624095 | 12495962 | +6238602 | +99.70% |
| 3 | Morgan Stanley | $109494256 | 3511681 | +1804728 | +105.73% |
| 4 | Northern Trust Corp | $82770772 | 2654611 | +1426302 | +116.12% |
| 5 | Goldman Sachs Group Inc | $75097521 | 2408516 | +1517925 | +170.44% |
| 6 | Bank Of New York Mellon Corp | $44203442 | 1417686 | +692452 | +95.48% |
| 7 | Bank Of America Corp /De/ | $39324029 | 1261194 | -159549 | -11.23% |
| 8 | Principal Financial Group Inc | $34331736 | 1101082 | +555128 | +101.68% |
| 9 | Ameriprise Financial Inc | $24305426 | 772243 | +229720 | +42.34% |
| 10 | Invesco Ltd. | $14256674 | 762389 | -1560676 | -67.18% |
| 11 | Barclays Plc | $13050451 | 418552 | — | NEW BUY |
| 12 | Sei Investments Co | $11784024 | 377939 | — | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $11086106 | 592840 | -66585 | -10.10% |
| 14 | Prudential Financial Inc | $9885713 | 317053 | +176181 | +125.06% |
| 15 | Raymond James Financial Inc | $5823739 | 186778 | +18626 | +11.08% |
| 16 | Franklin Resources Inc | $5180619 | 166152 | +81315 | +95.85% |
| 17 | Janus Henderson Group Plc | $3882062 | 124445 | — | NEW BUY |
| 18 | Royal Bank Of Canada | $2935000 | 94115 | — | NEW BUY |
| 19 | Fifth Third Bancorp | $2426372 | 77818 | +76660 | +6620.03% |
| 20 | Nomura Holdings Inc | $1559000 | 50000 | — | NEW BUY |
| 21 | Us Bancorp \De\ | $1522332 | 48824 | +7316 | +17.63% |
| 22 | Bank Of Montreal /Can/ | $1155406 | 37056 | — | NEW BUY |
| 23 | Brookfield Corp /On/ | $998259 | 32016 | — | NEW BUY |
| 24 | Jpmorgan Chase & Co | $771120 | 24000 | -3039740 | -99.22% |
| 25 | Citigroup Inc | $678492 | 36283 | -107369 | -74.74% |
| 26 | Pnc Financial Services Group, Inc. | $598360 | 19191 | +11866 | +161.99% |
| 27 | Amalgamated Financial Corp. | $2125 | 54567 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.