SM Energy
SM
35.25
+0.15
+0.43%
SM Energy
US · SM
#1631 by market cap
Listed 1970
35.25
+0.15
+0.43%
Live - 5344 symbols - heartbeat 312s ago
· 2026-10-08 08:23
Pre-market
36.57
+3.74%
After-hours
35.25
0.00%
Overnight
35.94
+1.96%
- Market cap
- 8.38B
- P/E (TTM)i
- 6.25
- P/Bi
- 1.07
- EPSi
- 5.64
- Div yieldi
- 2.95%
- 52W posi
- 74%
Reader sentiment
Are you bullish or bearish on SM?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.2 percentage points.
Institutional ownership
- Held by institutions
- 99.37% -0.20pp
- Institutions
- 578 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund74.35%
Hedge Fund13.65%
Government Pension Fund7.48%
Public Company2.12%
Private Company1.02%
Individual/Insider0.83%
Insurance Company0.32%
Family Office/Trust0.31%
Top holders as of 2026-06-30
BlackRock
16.51% · 39.28M sh
Vanguard Portfolio Management, LLC
6.49% · 15.43M sh
Canada Pension Plan Investment Board
6.09% · 14.49M sh
Aristeia Capital, LLC
5.47% · 13.00M sh
Vanguard Capital Management, LLC
5.13% · 12.19M sh
State Street Global Advisors
4.92% · 11.71M sh
American Century Investment Management
3.76% · 8.94M sh
Dimensional Fund Advisors
3.44% · 8.17M sh
Donald Smith & Co., Inc.
3.22% · 7.65M sh
Geode Capital Management, LLC
2.64% · 6.27M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 27 buys · 18 sells
| Name | Role | Stake |
|---|---|---|
| Herbert Vogel | Chief Executive Officer | 0.26% |
| A. Pursell | Chief Financial Officer | 0.18% |
| Wouter van Kempen | Director | 0.06% |
| Kenneth Knott | Senior Vice President of Business Development & Land | 0.06% |
| Julio Quintana | Independent Chairperson | 0.05% |
| Carrie Fox | Director | 0.04% |
| Howard Willard | Director | 0.03% |
| Ramiro Peru | Independent Director | 0.03% |
| Morris Clark | Director | 0.03% |
| Rose Robeson | Independent Director | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-09 | Ashwin Venkatraman | Independent Director | Open Market Disposition | -3,650 | $38.28 |
| 2026-08-20 | A. Pursell | Chief Financial Officer | Other Disposition | -5,000 | -- |
| 2026-08-20 | James Lebeck | General Counsel | Open Market Disposition | -17,500 | $37.02 |
| 2026-07-23 | A. Pursell | Chief Financial Officer | Derivative Exercise and Sale | -7,403 | $26.10 |
| 2026-07-23 | A. Pursell | Chief Financial Officer | Other Derivative Acquisition | +54,412 | -- |
| 2026-07-23 | A. Pursell | Chief Financial Officer | Derivative Exercise and Retained | +9,514 | -- |
| 2026-07-23 | Elizabeth McDonald | Executive Vice President & Chief Operating Officer | Other Derivative Acquisition | +90,168 | -- |
| 2026-07-23 | James Lebeck | General Counsel | Derivative Exercise and Sale | -3,291 | $26.10 |
| 2026-07-23 | James Lebeck | General Counsel | Other Derivative Acquisition | +42,752 | -- |
| 2026-07-23 | James Lebeck | General Counsel | Derivative Exercise and Retained | +4,229 | -- |
| 2026-07-23 | Blake Mckenna | Senior Vice President of Strategic Planning & Corporate Reserves | Other Derivative Acquisition | +46,639 | -- |
| 2026-07-23 | Alan Bennett | Officer | Other Derivative Acquisition | +7,288 | -- |
| 2026-06-30 | A. Pursell | Chief Financial Officer | Derivative Exercise and Sale | -13,681 | $26.10 |
| 2026-06-30 | A. Pursell | Chief Financial Officer | Derivative Exercise and Retained | +23,717 | -- |
| 2026-06-30 | Elizabeth McDonald | Executive Vice President & Chief Operating Officer | Derivative Exercise and Sale | -10,680 | $26.10 |
| 2026-06-30 | Elizabeth McDonald | Executive Vice President & Chief Operating Officer | Derivative Exercise and Retained | +13,730 | -- |
| 2026-06-30 | James Lebeck | General Counsel | Derivative Exercise and Sale | -9,740 | $26.10 |
| 2026-06-30 | James Lebeck | General Counsel | Derivative Exercise and Retained | +12,517 | -- |
| 2026-06-30 | Blake Mckenna | Senior Vice President of Strategic Planning & Corporate Reserves | Derivative Exercise and Sale | -1,196 | $26.10 |
| 2026-06-30 | Blake Mckenna | Senior Vice President of Strategic Planning & Corporate Reserves | Derivative Exercise and Retained | +2,964 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:23:59 · For reference only, not investment advice and not tailored to your situation.