SM Energy
Explores, develops, and produces oil and gas across four U.S. shale basins.
$36.27
After-hours close−0.37 (−1.01%)
At close$36.64(−0.46%)
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Breakdown13F · Form 4
Institutions 100.10%Insiders 0.89%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 239.75M · Float 237.43M · 99.0% free float
Institutions13F, as of Jun 30, 2026
520 holders · 239.99M shares · 71 new positions · 274 increased · 156 reduced · 93 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 39.28M | 16.38% | +849.0K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 15.43M | 6.43% | +190.9K | Aug 13, 2026 |
| Canada Pension Plan Investment Board | 14.49M | 6.05% | 0 | Aug 14, 2026 |
| Aristeia Capital LLC | 13.00M | 5.42% | +2.16M | Aug 14, 2026 |
| State Street Corp | 11.71M | 4.88% | −790.1K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 10.66M | 4.45% | +119.6K | Aug 13, 2026 |
| American Century Companies Inc | 8.94M | 3.73% | +12.1K | Aug 12, 2026 |
| Dimensional Fund Advisors LP | 8.17M | 3.41% | −1.82M | Aug 11, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.00% | 33.46M | 13G | Mar 4, 2026 ↗ |
| Vanguard Portfolio Management | 6.44% | 15.37M | 13G | Apr 29, 2026 ↗ |
| CPPIB Crestone Peak Resources Canada Inc. | 6.10% | 14.49M | 13G | May 15, 2026 ↗ |
| Aristeia Capital, L.L.C. | 5.47% | 13.00M | 13G | Aug 14, 2026 ↗ |
| Vanguard Capital Management | 5.13% | 12.24M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Herbert S. Vogel | director, officer: President & CEO | 536.1K | 0.22% | Jul 25, 2025 |
| A. Wade Pursell | officer: EVP & CFO | 426.5K | 0.18% | Aug 24, 2026 |
| Wouter T. van Kempen | director | 141.6K | 0.06% | Jun 23, 2026 |
| Kenneth J. Knott | officer: SVP - Bus Dev & Land | 134.2K | 0.06% | Jul 25, 2025 |
| Julio M. Quintana | director | 120.2K | 0.05% | Jun 23, 2026 |
| Carla Jean Bailo | director | 106.8K | 0.04% | Jun 11, 2025 |
| William D. Sullivan | director | 105.1K | 0.04% | Jun 11, 2025 |
| Carrie M. Fox | director | 98.0K | 0.04% | Jun 23, 2026 |
| Howard A. Willard | director | 82.0K | 0.03% | Jun 23, 2026 |
| Ramiro G. Peru | director | 72.1K | 0.03% | Jun 23, 2026 |
30 people have not refiled in the last 18 months (2.63M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 21, 2026 | James Barker Lebeckofficer: EVP, GC & Corp Secretary | Sale | 17,500 | $37.02 | 14,705 |
| May 21, 2026 | Ramiro G. Perudirector | Sale | 24,553 | $33.98 | 65,964 |
CongressHouse and Senate disclosures
Not reported.