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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $415.53 M.
Top institutional holders include Donald Smith & Co and Joel Greenblatt.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $271.31 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 14.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for SM Energy Company (SM)
Major holders include Donald Smith & Co ($224.77 M), Joel Greenblatt ($38.3 M), Cliff Asness ($33.64 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 12.57 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $271.31 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited SM. The total reported sell value was $33.55 M.
Yes, 3 managers opened new positions in SM, and 3 increased their existing holdings. The total reported buy value was $304.87 M.
