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Of the 13 tracked institutions holding SM, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.0pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, SM (SM ENERGY COMPANY) is held with a combined value of $2.35B across 80,862,078 shares. The largest holder is BlackRock, Inc. with a position worth $1.20B (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$2.35B
Total Shares Held
80,862,078
Institutional Holders
13
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.20B | 0.02% | +83.6% |
| 2 | STATE STREET CORP | $389.62M | 0.01% | +99.7% |
| 3 | VANGUARD GROUP INC | $252.83M | 0.00% | -2.4% |
| 4 | MILLENNIUM MANAGEMENT LLC | $156.93M | 0.07% | +77.5% |
| 5 | FMR LLC | $125.29M | 0.01% | +3136.3% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $85.74M | 0.02% | +1779.5% |
| 7 | Gotham Asset Management, LLC | $38.30M | 0.12% | +11232.0% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $33.64M | 0.02% | +120.6% |
| 9 | Fisher Asset Management, LLC | $30.60M | 0.01% | +4.0% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $22.35M | 0.06% | New |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of SM with a position worth $1.20B, representing 0.02% of their portfolio. In total, 13 institutional investors hold SM with a combined value of $2.35B.
In the most recent quarter, 2 funds opened a new position in SM. Additionally, 9 increased their holdings and 2 reduced their positions.
Institutional investors hold $2.35B worth of SM stock across 13 positions. The largest institutional holder is BlackRock, Inc. with $1.20B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$33.19
2026-07-24
YTD
+73.5%
91% of 52-week range
