Who owns SM
498 institutions reported holding SM for 2026Q1, together 114% of the company, more than the 343 a quarter earlier.
498
Institutions reporting a position · as of 2026Q1 · up from 343 the quarter before
- Shares held by institutions
- 226.8M
Shares held by institutions · 114% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $7.07B
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 205 / 58
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 205
- Positions exited
- 58
- Added to
- 210
- Reduced
- 52
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 498 | 226.8M | $7.07B |
| 2025Q4 | 343 | 112.6M | $2.11B |
| 2025Q3 | 381 | 117.2M | $2.93B |
| 2025Q2 | 366 | 114.5M | $2.83B |
| 2025Q1 | 401 | 116.1M | $3.48B |
| 2024Q4 | 419 | 115.1M | $4.46B |
| 2024Q3 | 414 | 116.5M | $4.66B |
| 2024Q2 | 418 | 113.8M | $4.92B |
| 2024Q1 | 385 | 114.7M | $5.71B |
| 2023Q4 | 367 | 109.7M | $4.25B |
| 2023Q3 | 368 | 106.1M | $4.21B |
| 2023Q2 | 304 | 108.7M | $3.43B |
| 2023Q1 | 292 | 107.4M | $3.03B |
| 2022Q4 | 340 | 111.8M | $3.89B |
| 2022Q3 | 310 | 109.9M | $4.13B |
| 2022Q2 | 307 | 110.1M | $3.70B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 38.4M | n/a | $1.20B |
| VANGUARD GROUP INC | 27.7M | n/a | $863M |
| CANADA PENSION PLAN INVESTMENT BOARD | 14.5M | n/a | $452M |
| STATE STREET CORP | 12.5M | n/a | $390M |
| ARISTEIA CAPITAL, L.L.C. | 10.8M | n/a | $338M |
| DIMENSIONAL FUND ADVISORS LP | 10.0M | n/a | $312M |
| AMERICAN CENTURY COMPANIES INC | 8.9M | n/a | $278M |
| DONALD SMITH & CO., INC. | 7.2M | n/a | $225M |
| GEODE CAPITAL MANAGEMENT LLC | 5.7M | n/a | $178M |
| MILLENNIUM MANAGEMENT LLC | 5.0M | n/a | $157M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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