SM EnergySM
13F holders, Q1 2024 (March 31)390holders
7famous investors
$49.82avg. 13F price*
At the end of Q1 2024, 390 institutions reported holding SM Energy Co. (SM) in their 13F filings. The largest holders were BlackRock Inc. ($994.0M), Vanguard Group Inc. ($709.1M) and State Street Corp. ($311.7M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $264.3M |
| Exits | 40 | $109.9M |
Ownership 390 holders
| BlackRock Inc. | 0.02% | Reduce -1.2% | 19,939,444 | $994.0M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 14,224,355 | $709.1M |
| State Street Corp. | 0.01% | Reduce -6.3% | 6,253,497 | $311.7M |
| Dimensional Fund Advisors LP | 0.08% | Add +8.1% | 5,957,200 | $297.0M |
| JPMorgan Chase & Co. | 0.02% | Add +12.2% | 4,080,133 | $203.4M |
| Pacer Advisors, Inc. | 0.44% | New | 3,731,239 | $186.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -7.3% | 2,761,658 | $137.7M |
| Frontier Capital Management Co. LLC | 1.26% | Reduce -9.3% | 2,695,696 | $134.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 2,583,448 | $128.8M |
| American Century Companies Inc. | 0.07% | Add +21.5% | 2,333,144 | $116.3M |
| Macquarie Group Ltd. | 0.12% | Reduce -3.8% | 2,138,743 | $106.6M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +972.6% | 1,926,312 | $96.0M |
| River Road Asset Management, LLC | 1.18% | Reduce -4.4% | 1,758,754 | $87.7M |
| Renaissance Technologies | 0.13% | Reduce -1.6% | 1,674,000 | $83.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +16.1% | 1,563,719 | $78.0M |
| Westwood Holdings Group Inc. | 0.61% | Add +20.0% | 1,552,004 | $77.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 1,344,421 | $67.0M |
| Morgan Stanley | 0.01% | Reduce -10.4% | 1,339,789 | $66.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.7% | 1,331,013 | $66.4M |
| First Trust Advisors LP | 0.06% | Add +15.4% | 1,243,295 | $62.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -25.8% | 1,182,186 | $58.9M |
| Citadel Advisors | 0.06% | Add +2446.0% | 1,126,979 | $56.2M |
| Invesco Ltd. | 0.01% | Add +0.1% | 1,107,795 | $55.2M |
| Ameriprise Financial Inc. | 0.01% | Add +5.6% | 1,082,342 | $54.0M |
| Congress Asset Management Co. | 0.36% | Add +16.3% | 1,021,032 | $50.9M |
| William Blair Investment Management, LLC | 0.13% | Reduce -0.2% | 1,008,880 | $50.3M |
| Channing Capital Management, LLC | 1.31% | Add +5.1% | 979,867 | $48.8M |
| Palisade Capital Management, LP | 1.43% | Reduce -2.5% | 964,355 | $48.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +44.1% | 925,679 | $46.1M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +12.2% | 842,960 | $42.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.5% | 764,118 | $38.1M |
| GW&K Investment Management, LLC | 0.30% | Reduce -0.7% | 680,037 | $33.9M |
| Bank of America Corp. | 0.00% | Add +23.3% | 661,232 | $33.0M |
| Principal Financial Group Inc. | 0.02% | Add +5.5% | 639,680 | $31.9M |
| Clark Capital Management Group, Inc. | 0.22% | Add +1169.1% | 590,123 | $29.4M |
| Tributary Capital Management, LLC | 2.32% | Reduce -1.1% | 567,725 | $28.3M |
| Wedge Capital Management L L P | 0.46% | Reduce -10.1% | 565,836 | $28.2M |
| Millennium Management | 0.02% | Add +12.6% | 557,158 | $27.8M |
| Allianz Asset Management GmbH | 0.04% | Add +184.1% | 524,916 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.7% | 490,345 | $24.4M |
| Wellington Management Group LLP | 0.00% | Reduce -4.2% | 489,902 | $24.4M |
| Aberdeen Group plc | 0.04% | Reduce -2.3% | 455,453 | $22.7M |
| Prudential Financial Inc. | 0.03% | Reduce -4.0% | 443,632 | $22.1M |
| Glenmede Trust Co. NA | 0.10% | Add +7.5% | 418,671 | $20.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.1% | 407,206 | $20.3M |
| Brandywine Global Investment Management, LLC | 0.14% | Add +21.9% | 387,642 | $19.3M |
| Legal & General Group Plc | 0.01% | Reduce -0.2% | 381,868 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -41.0% | 347,944 | $17.3M |
| FMR LLC | 0.00% | Reduce -13.2% | 337,915 | $16.8M |
| Oslo Asset Management AS | 19.34% | Reduce -8.6% | 320,108 | $16.0M |
| Baird Financial Group, Inc. | 0.03% | Add +14.2% | 303,071 | $15.1M |
| Cambria Investment Management, L.P. | 0.79% | Add +9.8% | 263,841 | $13.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.2% | 243,232 | $12.1M |
| Public Sector Pension Investment Board | 0.09% | Reduce -1.8% | 237,152 | $11.8M |
| Swiss National Bank | 0.01% | Reduce -1.8% | 229,700 | $11.5M |
| Mackenzie Financial Corp. | 0.02% | Reduce -18.3% | 225,670 | $11.2M |
| Pekin Hardy Strauss, Inc. | 1.50% | Reduce -3.3% | 218,539 | $10.9M |
| California Public Employees Retirement System | 0.01% | Reduce -2.1% | 218,001 | $10.9M |
| Algert Global LLC | 0.42% | Reduce -16.1% | 217,574 | $10.8M |
| Hodges Capital Management Inc. | 0.67% | Reduce -62.1% | 211,196 | $10.5M |
| Empowered Funds, LLC | 0.18% | Add +133.8% | 205,193 | $10.2M |
| UBS Group AG | 0.00% | Add +27.6% | 192,916 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +127.7% | 192,758 | $9.6M |
| Marshall Wace, LLP | 0.02% | New | 187,988 | $9.4M |
| Eagle Asset Management Inc. | 0.05% | Reduce -0.8% | 184,939 | $9.4M |
| SIR Capital Management, L.P. | 0.94% | Reduce -72.0% | 187,100 | $9.3M |
| Kennedy Capital Management LLC | 0.19% | Add +5.0% | 181,733 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 177,696 | $8.9M |
| Two Sigma Investments, LP | 0.02% | Add +134.5% | 176,557 | $8.8M |
| Barclays PLC | 0.00% | Reduce -38.5% | 169,854 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -12.5% | 168,522 | $8.4M |
| Raymond James & Associates | 0.01% | Add +1.7% | 163,582 | $8.2M |
| Evoke Wealth, LLC | 0.24% | New | 162,936 | $8.1M |
| Federated Hermes, Inc. | 0.02% | Add +6.2% | 161,232 | $8.0M |
| Homestead Advisers Corp | 0.18% | No change | 153,300 | $7.6M |
| Mariner, LLC | 0.02% | Add +1.7% | 153,164 | $7.6M |
| First Eagle Investment Management, LLC | 0.02% | Add +52.3% | 147,703 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -34.3% | 144,377 | $7.2M |
| Squarepoint Ops LLC | 0.03% | New | 141,261 | $7.0M |
| Royce & Associates LP | 0.06% | New | 136,166 | $6.8M |
| Comerica Bank | 0.03% | Reduce -27.0% | 134,613 | $6.7M |
| LSP Investment Advisors, LLC | 3.58% | No change | 133,406 | $6.7M |
| Credit Suisse AG/ | 0.01% | Reduce -1.6% | 123,984 | $6.2M |
| Pearl River Capital, LLC | 0.96% | Add +90.2% | 121,527 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -6.4% | 117,200 | $5.8M |
| Panagora Asset Management Inc. | 0.03% | Add +319.8% | 115,389 | $5.8M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -42.0% | 115,038 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -11.1% | 113,492 | $5.7M |
| Jupiter Asset Management Ltd. | 0.05% | New | 112,616 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce 0.0% | 107,434 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 107,366 | $5.4M |
| 1492 Capital Management LLC | 2.91% | Reduce -0.6% | 104,696 | $5.2M |
| CW Advisors, LLC | 0.09% | Add +28.9% | 104,545 | $5.2M |
| Foundry Partners, LLC | 0.27% | Add +1733.5% | 102,307 | $5.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.2% | 101,455 | $5.1M |
| Texas Permanent School Fund Corp. | 0.04% | Reduce -1.3% | 101,259 | $5.0M |
| Victory Capital Management Inc. | 0.01% | Add +1.9% | 101,223 | $5.0M |
| Focus Partners Wealth | 0.04% | Add +12.4% | 100,974 | $5.0M |
| Hillsdale Investment Management Inc. | 0.40% | New | 100,700 | $5.0M |
| Townsquare Capital LLC | 0.07% | Add +11.9% | 100,691 | $5.0M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.