SM Energy Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:0KZA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Aug 24SellUS$287,500Patrick LytleIndividual6,059US$47.45
16 Aug 24SellUS$203,844James LebeckIndividual4,487US$45.43
16 Aug 24SellUS$455,000Rose RobesonIndividual10,000US$45.50
21 May 24SellUS$804,480Kenneth KnottIndividual16,000US$50.28
20 May 24SellUS$2,959,200William SullivanIndividual60,000US$49.32
01 Mar 24SellUS$1,936,017Mary LuteyIndividual43,506US$44.50

Insider Trading Volume

Insider Buying: 0KZA insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of 0KZA?
Owner TypeNumber of SharesOwnership Percentage
State or Government70,9270.058%
Individual Insiders2,101,0581.72%
Institutions120,182,66098.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 72.96% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.7%
BlackRock, Inc.
17,929,282US$776.9m-9.04%0.01%
13.3%
The Vanguard Group, Inc.
15,167,824US$657.2m5.75%0.01%
5.71%
Dimensional Fund Advisors LP
6,536,728US$283.2m3.07%0.04%
5.5%
State Street Global Advisors, Inc.
6,287,815US$272.5m1.86%0.01%
3.9%
Pacer Advisors, Inc.
4,463,443US$193.4m122,000%0.42%
3.19%
JP Morgan Asset Management
3,654,150US$158.3m-9.96%0.02%
2.96%
American Century Investment Management Inc
3,385,492US$146.7m43.4%0.07%
2.35%
Geode Capital Management, LLC
2,693,372US$116.7m1.12%0.01%
1.89%
Arrowstreet Capital, Limited Partnership
2,168,024US$93.9m0%0.07%
1.81%
Westwood Management Corp.
2,076,000US$90.0m21.4%0.66%
1.75%
Macquarie Investment Management Business Trust
2,001,146US$86.7m-10.8%0.1%
1.67%
First Trust Advisors LP
1,915,352US$83.0m44%0.07%
1.57%
River Road Asset Management, LLC
1,792,573US$77.7m0.71%0.96%
1.25%
Voloridge Investment Management, LLC
1,424,827US$61.7m283%0.22%
1.14%
Northern Trust Global Investments
1,309,255US$56.7m-0.05%0.01%
1.07%
Frontier Capital Management Co LLC
1,225,465US$53.1m1.55%0.45%
1.07%
Charles Schwab Investment Management, Inc.
1,223,038US$53.0m1.84%0.01%
1.04%
BNY Asset Management
1,187,930US$51.5m-9.88%0.01%
0.96%
Channing Capital Management, LLC
1,098,259US$47.6m1.52%1.17%
0.95%
Congress Asset Management Company, LLP
1,090,635US$47.3m5.93%0.31%
0.95%
Columbia Management Investment Advisers, LLC
1,089,948US$47.2m-7.4%0.01%
0.89%
Aventail Capital Group, LP
1,015,138US$44.0m0%2.45%
0.86%
William Blair Investment Management, LLC
988,445US$42.8m-2.91%0.05%
0.77%
T. Rowe Price Group, Inc.
878,134US$38.0m-64.4%no data
0.76%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
872,527US$37.8m6.3%0.01%