Guru Ownership Trend
Guru Analysis for SM Energy Company (SM)
SM Energy Company (SM), a key player in the Energy sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $496.5 M.
Top institutional holders include Donald Smith & Co and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $30.38 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 124.3%. Conversely, Jeremy Grantham reduced exposure by 17.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for SM Energy Company (SM)
Major holders include Donald Smith & Co ($199.6 M), Joel Greenblatt ($30.98 M), Paul Tudor Jones ($28.33 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 13.74 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $30.38 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SM. The total reported sell value was $6.91 M.
Yes, 3 managers opened new positions in SM, and 4 increased their existing holdings. The total reported buy value was $37.29 M.
