# SM ENERGY CO (SM) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78454L100
Page URL: https://superinvestorclub.com/stock/SM
Last updated: 2026-08-29T13:47:23.231Z

## Summary

As of the most recent 13F filing period, SM ENERGY CO (SM) is held by 2 tracked superinvestors with an aggregate position value of $206.5M representing 07647594265019 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Donald Smith & Co](https://superinvestorclub.com/manager/17) | Donald Smith & Co., Inc. | 7647594 | $199.6M | 3.53% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 265019 | $6.9M | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $3.9M aggregate, 0122178 shares
- 2023-09-30: 1 holders, $3.6M aggregate, 091178 shares
- 2023-12-31: 1 holders, $3.8M aggregate, 097003 shares
- 2024-03-31: 1 holders, $7.4M aggregate, 0147703 shares
- 2024-06-30: 2 holders, $16.7M aggregate, 0204702181003 shares
- 2024-09-30: 2 holders, $27.4M aggregate, 0484119201303 shares
- 2024-12-31: 2 holders, $21.1M aggregate, 0303404240603 shares
- 2025-03-31: 2 holders, $9.4M aggregate, 027730335869 shares
- 2025-06-30: 2 holders, $15.6M aggregate, 0349034280303 shares
- 2025-09-30: 2 holders, $22.4M aggregate, 0482150415868 shares
- 2025-12-31: 1 holders, $888,512 aggregate, 047514 shares
- 2026-03-31: 1 holders, $224.8M aggregate, 07208899 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SM ENERGY CO (SM) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SM), aggregating SEC 13F, Form 4, and congressional disclosures."