SM Energy Company (SM) Shareholders & Insider Trades
SM Energy shareholders at a glance
The largest holder of SM Energy stock is BlackRock Advisors LLC, with 37.1 million shares (15.58% of the company), worth about $1.38 billion as of September 25, 2026. The 10 largest holders together own 55.8%.
In Q2 2026, 527 institutional holdings reports listed shares worth $6.29 billion.
Insiders reported 33 transactions in the last two years: 1 sale worth $220,114 and 5 purchases. The newest one on file is from March 12, 2026 (Pursell Alan Wade, Chief Financial Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through March 12, 2026.
SM Energy Company
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest SM Energy shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Advisors LLC | 37.1 million | 15.58% | $1.4B |
| Vanguard Portfolio Management LLC | 15.4 million | 6.47% | $574.0M |
| Canada Pension Plan Investment Board | 14.5 million | 6.08% | $539.0M |
| Aristeia Capital LLC | 13.0 million | 5.46% | $483.0M |
| State Street Corporation | 11.7 million | 4.91% | $435.0M |
| Vanguard Capital Management LLC | 10.7 million | 4.47% | $396.0M |
| American Century Cos., Inc. | 8.9 million | 3.75% | $332.0M |
| DFA Australia Ltd. | 7.8 million | 3.27% | $290.0M |
| Donald Smith & Co., Inc. | 7.6 million | 3.21% | $284.0M |
| Geode Capital Management LLC | 6.3 million | 2.63% | $233.0M |
As of September 25, 2026.
SM Energy institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 527 | – | $6.3B |
| Q1 2026 | 545 | – | $7.1B |
| Q4 2025 | 368 | 113.0 million | $2.1B |
| Q3 2025 | 413 | – | $3.0B |
| Q2 2025 | 409 | 115.0 million | $2.8B |
| Q1 2025 | 441 | 116.0 million | $3.5B |
| Q4 2024 | 462 | 116.0 million | $4.5B |
| Q3 2024 | 450 | 121.0 million | $4.8B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
SM Energy insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Pursell Alan Wade | Mar 12, 2026 | Chief Financial Officer | Stock Gift at price 0.00 per share. | – |
| Lebeck James Barker | Jan 23, 2026 | General Counsel | -- | – |
| Mcdonald Elizabeth Anne | Sep 9, 2025 | President | -- | – |
| Knott Kenneth J. | Jul 24, 2025 | Officer | -- | – |
| Pursell Alan Wade | Jul 24, 2025 | Chief Financial Officer | -- | – |
| Vogel Herbert S | Jul 24, 2025 | Chief Executive Officer | -- | – |
| Lytle Patrick Allen | Jul 24, 2025 | Officer | -- | – |
| Jenkins Richard A. | Jul 1, 2025 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Knott Kenneth J. | Jul 1, 2025 | Officer | -- | – |
| Pursell Alan Wade | Jul 1, 2025 | Chief Financial Officer | -- | – |
| Vogel Herbert S | Jul 1, 2025 | Chief Executive Officer | -- | – |
| Lytle Patrick Allen | Jul 1, 2025 | Officer | -- | – |
Newest 12 of 33 insider transactions in the last two years.
Questions and answers
Who owns the most SM Energy stock?
BlackRock Advisors LLC, with 15.58% of the company (as of September 25, 2026). Next: Vanguard Portfolio Management LLC (6.47%) and Canada Pension Plan Investment Board (6.08%).
How many institutions own SM Energy stock?
527 institutional holdings reports listed SM Energy shares in Q2 2026 worth $6.29 billion.
Are SM Energy insiders buying or selling the stock?
In the last two years insiders reported 1 sale and 5 purchases (33 transactions in all); the newest on file is from March 12, 2026.
