SM Energy Co
Ownership
Ownership Structure
Who owns SM Energy Co (SM)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 93.5% of the shares are freely tradable; institutional investors hold 97.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 16.16 | 38,431,787 | +19.9 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 6.41 | 15,234,489 | +0.0 | 03/31/2026 |
| Canada Pension Plan Investment Board | 6.09 | 14,493,791 | +0.0 | 06/30/2026 |
| Aristeia Capital, LLC | 5.47 | 13,000,649 | +19.9 | 06/30/2026 |
| State Street Corp | 5.25 | 12,495,962 | +5.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.43 | 10,537,773 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 3.76 | 8,935,683 | +0.1 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 3.44 | 8,174,503 | -18.2 | 06/30/2026 |
| Donald Smith & Co Inc | 3.22 | 7,647,594 | +6.1 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.84 | 13,878,962 | -0.1 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Pursell A Wade | EVP & CFO | 426,531 | 15,781,647 $ | Aug 21, 2026 | direct |
| Lebeck James Barker | EVP, GC & Corp Secretary | 14,705 | 544,085 $ | Aug 21, 2026 | direct |
| Venkatraman Ashwin | Director | 12,525 | 463,425 $ | Sep 10, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Venkatraman Ashwin | Director | Sell | 3,650 | 38.28 | 139,722 |
| Aug 21, 2026 | Pursell A Wade | EVP & CFO | Other | 5,000 | 0.00 | – |
| Aug 21, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Sell | 17,500 | 37.02 | 647,850 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.