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 |
| Sei Investments Co. | 0.01% | Add +74.6% | 98,591 | $4.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -60.5% | 96,942 | $4.8M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -24.6% | 96,413 | $4.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.5% | 96,230 | $4.8M |
| Edgestream Partners, L.P. | 0.24% | New | 95,748 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Add +100.5% | 95,369 | $4.8M |
| Miller Howard Investments Inc. | 0.14% | Add +1.1% | 88,118 | $4.4M |
| Illinois Municipal Retirement Fund | 0.07% | Reduce -10.0% | 85,898 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +48.2% | 83,520 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -8.6% | 81,400 | $4.1M |
| Clark Estates Inc. | 0.66% | No change | 80,800 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -10.9% | 80,339 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -0.9% | 78,767 | $3.9M |
| Bank of Montreal | 0.00% | Add +137.4% | 77,977 | $3.8M |
| PDT Partners, LLC | 0.35% | Reduce -20.4% | 74,628 | $3.7M |
| Tanglewood Legacy Advisors, LLC | 1.83% | No change | 74,323 | $3.7M |
| TD Asset Management Inc | 0.00% | Add +1.9% | 73,148 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.5% | 70,468 | $3.5M |
| Verdence Capital Advisors LLC | 0.31% | Reduce -12.4% | 68,943 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -63.0% | 68,829 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +56.6% | 68,059 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.5% | 67,248 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.3% | 66,165 | $3.3M |
| Fisher Asset Management | 0.00% | New | 65,784 | $3.3M |
| AQR Capital Management | 0.01% | Reduce -22.0% | 64,235 | $3.2M |
| Diversify Advisory Services, LLC | 0.19% | — | 63,227 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.7% | 63,724 | $3.2M |
| American International Group, Inc. | 0.01% | Reduce -2.7% | 62,511 | $3.1M |
| FORA Capital, LLC | 0.26% | New | 62,508 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 61,731 | $3.1M |
| Connors Investor Services Inc. | 0.32% | Reduce -28.0% | 61,716 | $3.1M |
| Ethic Inc. | 0.08% | Reduce -24.6% | 59,633 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.7% | 59,298 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.6% | 59,173 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 58,103 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 57,805 | $2.9M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -1.6% | 57,300 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.1% | 56,707 | $2.8M |
| AXA S.A. | 0.01% | Reduce -7.6% | 54,700 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -5.5% | 54,119 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.8% | 53,609 | $2.7M |
| Adams Wealth Management | 0.64% | Add +26.7% | 52,546 | $2.6M |
| Natixis Advisors, LLC | 0.01% | Add +14.1% | 52,498 | $2.6M |
| US Bancorp \de | 0.00% | Reduce -0.9% | 52,159 | $2.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -75.8% | 50,700 | $2.5M |
| Simplex Trading, LLC | 0.07% | New | 48,470 | $2.4M |
| Sendero Wealth Management, LLC | 0.39% | No change | 46,008 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.7% | 45,036 | $2.2M |
| Insight Wealth Strategies, LLC | 0.32% | Reduce -2.6% | 43,659 | $2.2M |
| Jump Financial, LLC | 0.06% | Reduce -44.5% | 42,900 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +6.1% | 65,932 | $2.1M |
| Caxton Associates LP | 0.14% | Add +288.4% | 42,109 | $2.1M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -1.4% | 41,691 | $2.0M |
| Viking Fund Management LLC | 0.36% | No change | 40,000 | $2.0M |
| First National Bank of Omaha | 0.14% | Add +0.4% | 66,459 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 39,756 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.19% | No change | 38,898 | $1.9M |
| Amalgamated Bank | 0.02% | Reduce -16.7% | 36,599 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +19.2% | 36,457 | $1.8M |
| Waldron Private Wealth LLC | 0.08% | No change | 35,516 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.5% | 34,614 | $1.7M |
| Tidal Investments LLC | 0.03% | Reduce -6.3% | 34,138 | $1.7M |
| Centiva Capital, LP | 0.10% | New | 33,470 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -22.7% | 32,511 | $1.6M |
| Creative Planning | 0.00% | Add +11.5% | 32,152 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -3.6% | 31,966 | $1.6M |
| Ellevest, Inc. | 0.10% | Reduce -23.6% | 31,735 | $1.6M |
| CSS LLC | 0.39% | Reduce -44.4% | 31,698 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -8.8% | 31,005 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -18.8% | 30,718 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -18.8% | 30,718 | $1.5M |
| Verition Fund Management LLC | 0.02% | Add +37.9% | 29,493 | $1.5M |
| Ironwood Investment Management LLC | 0.71% | Reduce -7.9% | 29,190 | $1.5M |
| Energy Income Partners, LLC | 0.03% | Add +31.2% | 28,171 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -45.9% | 27,917 | $1.4M |
| Jennison Associates LLC | 0.00% | New | 27,743 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.7% | 27,691 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +101.9% | 27,532 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | New | 27,520 | $1.4M |
| Trust Point Inc. | 0.10% | Add +89.2% | 26,567 | $1.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +33.0% | 25,528 | $1.3M |
| LSV Asset Management | 0.00% | Add +17.8% | 25,800 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.6% | 25,525 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 24,986 | $1.2M |
| LPL Financial LLC | 0.00% | Add +36.6% | 23,857 | $1.2M |
| STRS Ohio | 0.00% | Reduce -2.9% | 23,600 | $1.2M |
| Quantitative Investment Management, LLC | 0.07% | Reduce -19.6% | 23,483 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +21.1% | 41,507 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +5.4% | 23,365 | $1.2M |
| Praxis Investment Management Inc. | 0.08% | No change | 22,970 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 22,314 | $1.1M |
| Atria Investments, Inc | 0.02% | New | 21,982 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 21,531 | $1.1M |
| Brevan Howard Capital Management LP | 0.10% | New | 21,328 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.4% | 21,122 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.24% | No change | 21,000 | $1.0M |
| CX Institutional | 0.05% | New | 20,459 | $1.0M |
| Blackstone Inc. | 0.00% | No change | 20,371 | $1.0M |
| Inceptionr LLC | 0.26% | New | 20,306 | $1.0M |
| Schroder Investment Management Group | 0.00% | New | 20,068 | $1.0M |
| De Lisle Partners LLP | 0.23% | — | 20,000 | $997K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.1% | 19,932 | $994K |
| Quantbot Technologies LP | 0.05% | New | 19,500 | $972K |
| Quantedge Capital Pte Ltd | 0.40% | Reduce -74.2% | 19,100 | $952K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -6.4% | 18,840 | $939K |
| Boston Partners | 0.00% | Add +6.1% | 18,606 | $928K |
| Guggenheim Capital LLC | 0.01% | Reduce -16.7% | 17,913 | $893K |
| Vest Financial, LLC | 0.02% | Add +183.3% | 17,889 | $892K |
| Sippican Capital Advisors | 0.66% | Reduce -3.3% | 17,025 | $849K |
| Gotham Asset Management | 0.01% | Add +46.0% | 16,634 | $829K |
| Diversified Trust Co. | 0.02% | New | 16,436 | $819K |
| Bridgefront Capital, LLC | 0.60% | Add +184.9% | 15,952 | $795K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 15,935 | $794K |
| Jane Street Group, LLC | 0.00% | Reduce -65.9% | 15,777 | $786K |
| Pitcairn Co. | 0.05% | Add +20.3% | 15,469 | $771K |
| Lazard Asset Management LLC | 0.00% | Reduce -29.8% | 15,172 | $756K |
| Henshaw Capital LLC | 0.04% | No change | 15,130 | $754K |
| Moody National Bank Trust Division | 0.06% | No change | 15,000 | $748K |
| Martingale Asset Management L P | 0.01% | Reduce -17.9% | 14,844 | $740K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -14.4% | 14,258 | $711K |
| SG Americas Securities, LLC | 0.00% | New | 14,243 | $710K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 14,072 | $701K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.6% | 14,056 | $701K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -13.8% | 14,029 | $699K |
| First Trust Investment Solutions L.P. | 0.12% | Reduce -0.2% | 13,871 | $691K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -0.2% | 13,871 | $691K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 13,700 | $683K |
| Azzad Asset Management Inc. | 0.08% | Add +31.1% | 13,351 | $666K |
| Teza Capital Management LLC | 0.09% | Reduce -64.9% | 13,069 | $651K |
| Nomura Holdings Inc. | 0.00% | New | 11,930 | $595K |
| Advantage Alpha Capital Partners LP | 0.11% | Reduce -8.4% | 11,915 | $594K |
| Capital Counsel LLC | 0.03% | No change | 11,905 | $593K |
| Empirical Finance, LLC | 0.04% | No change | 11,713 | $584K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.0% | 11,564 | $576K |
| Vestcor Inc | 0.02% | Add +27.9% | 11,313 | $564K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 11,277 | $562K |
| Texas Yale Capital Corp. | 0.02% | No change | 11,169 | $557K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 11,046 | $551K |
| Man Group plc | 0.00% | Reduce -53.6% | 11,041 | $550K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.5% | 10,745 | $536K |
| Quadrature Capital Ltd | 0.01% | Reduce -22.3% | 10,641 | $531K |
| Meritage Portfolio Management | 0.03% | Reduce -5.5% | 10,494 | $523K |
| Stifel Financial Corp. | 0.00% | Add +23.2% | 10,416 | $519K |
| Park Avenue Securities LLC | 0.01% | Add +72.6% | 10,305 | $514K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -13.1% | 10,018 | $499K |
| Ellsworth Advisors, LLC | 0.14% | New | 9,717 | $493K |
| AdvisorShares Investments LLC | 0.09% | No change | 9,772 | $487K |
| Bailard, Inc. | 0.01% | No change | 9,700 | $484K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 9,824 | $483K |
| American Trust | 0.04% | Reduce -6.0% | 9,436 | $470K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.4% | 9,434 | $470K |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 9,402 | $469K |
| Cim Investment Management Inc. | 0.14% | No change | 9,388 | $468K |
| Vident Advisory, LLC | 0.01% | Reduce -1.0% | 9,085 | $453K |
| ClearAlpha Technologies LP | 0.19% | New | 8,876 | $442K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -75.4% | 8,868 | $442K |
| Kapitalo Investimentos Ltda | 0.10% | Add +114.8% | 8,699 | $434K |
| Capstone Investment Advisors, LLC | 0.01% | New | 8,593 | $428K |
| Inspire Investing, LLC | 0.04% | Reduce -14.3% | 8,469 | $422K |
| CFM Wealth Partners LLC | 0.08% | No change | 8,209 | $409K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.6% | 7,983 | $398K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 7,720 | $385K |
| Alps Advisors Inc. | 0.00% | Reduce -2.9% | 7,659 | $382K |
| Quadrant Capital Group LLC | 0.03% | Add +10.3% | 7,478 | $373K |
| Caprock Group, LLC | 0.02% | Reduce -11.6% | 7,429 | $370K |
| Bayesian Capital Management, LP | 0.04% | New | 7,373 | $368K |
| First National Advisers, LLC | 0.08% | New | 7,346 | $366K |
| Lido Advisors, LLC | 0.00% | Add +5.8% | 7,292 | $364K |
| Oxford Asset Management LLP | 0.40% | New | 7,203 | $359K |
| Penserra Capital Management LLC | 0.00% | Add +501.7% | 7,148 | $356K |
| Xponance LLC | 0.00% | Reduce -1.4% | 7,086 | $353K |
| Shell Asset Management Co. | 0.02% | Reduce -9.2% | 7,964 | $344K |
| Heritage Wealth Management, LLC | 0.17% | Reduce -1.4% | 6,702 | $334K |
| Profund Advisors LLC | 0.01% | Reduce -4.8% | 6,664 | $332K |
| Capula Management Ltd | 0.01% | New | 6,599 | $329K |
| Shay Capital LLC | 0.10% | New | 6,500 | $324K |
| KLR Investment Advisors, LLC | 0.23% | Reduce -8.5% | 6,596 | $323K |
| Paragon Capital Management Ltd | 0.06% | Add +0.4% | 6,463 | $322K |
| Blair William & Co. | 0.00% | No change | 6,250 | $312K |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.1% | 6,237 | $311K |
| QRG Capital Management, Inc. | 0.00% | Reduce -3.8% | 6,093 | $304K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -9.2% | 6,090 | $304K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,872 | $297K |
| Paloma Partners Management Co | 0.06% | New | 5,934 | $296K |
| XTX Topco Ltd | 0.04% | New | 5,889 | $294K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $280K |
| GAMMA Investing LLC | 0.06% | Add +31.8% | 5,568 | $278K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.4% | 5,480 | $273K |
| Metis Global Partners, LLC | 0.01% | New | 5,411 | $270K |
| King Luther Capital Management Corp. | 0.00% | No change | 5,304 | $264K |
| Verity Asset Management, Inc. | 0.15% | Reduce -22.8% | 5,246 | $262K |
| CoreCommodity Management, LLC | 0.09% | Reduce -82.9% | 5,216 | $260K |
| Auxier Asset Management LLC | 0.04% | Reduce -0.9% | 5,190 | $259K |
| Shelton Capital Management | 0.01% | Reduce -5.8% | 5,100 | $254K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.9% | 5,076 | $253K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -4.6% | 5,034 | $251K |
| Catalyst Funds Management Pty Ltd | 0.07% | — | 4,900 | $244K |
| Inspire Advisors, LLC | 0.03% | New | 4,872 | $243K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -87.5% | 4,827 | $241K |
| Evergreen Capital Management LLC | 0.01% | New | 4,751 | $237K |
| Vise Technologies, Inc. | 0.05% | New | 4,740 | $236K |
| Regions Financial Corp. | 0.00% | New | 4,720 | $235K |
| Wedbush Securities Inc. | 0.01% | New | 4,671 | $233K |
| Captrust Financial Advisors | 0.00% | Reduce -68.9% | 4,668 | $233K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,572 | $228K |
| Magnetar Financial LLC | 0.01% | Reduce -94.6% | 4,412 | $220K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 4,214 | $210K |
| Ballentine Partners, LLC | 0.00% | New | 4,071 | $203K |
| Encompass More Asset Management | 0.17% | New | 4,051 | $202K |
| DGS Capital Management, LLC | 0.06% | New | 4,019 | $200K |
| Principal Securities, Inc. | 0.01% | Add +537.8% | 4,018 | $200K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 3,070 | $153K |
| Walleye Trading LLC | 0.00% | New | 2,910 | $145K |
| KBC Group NV | 0.00% | No change | 2,901 | $145K |
| Signaturefd, LLC | 0.00% | Reduce -3.8% | 2,854 | $142K |
| Cwm, LLC | 0.00% | Reduce -5.2% | 2,544 | $127K |
| CI Investments Inc. | 0.00% | Reduce -65.0% | 2,315 | $115K |
| Lanark Financial, Inc. | 0.01% | Reduce -40.1% | 1,751 | $87K |
| SYSTM Wealth Solutions LLC | 0.01% | Add +1.8% | 1,627 | $81K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.2% | 1,586 | $77K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,469 | $73K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.9% | 1,455 | $73K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $70K |
| Headlands Technologies LLC | 0.01% | New | 1,143 | $57K |
| Cutler Group LLC / CA | 0.03% | Reduce -52.1% | 1,101 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 990 | $49K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 849 | $42K |
| UMB Bank, n.a. | 0.00% | Add +66.8% | 829 | $41K |
| Byrne Asset Management LLC | 0.03% | Add +11.4% | 780 | $39K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.5% | 759 | $38K |
| Global Retirement Partners, LLC | 0.00% | Add +665.6% | 689 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.2% | 685 | $34K |
| Raffa Wealth Management, LLC | 0.01% | New | 633 | $32K |
| Walleye Capital LLC | 0.00% | New | 610 | $30K |
| Lindbrook Capital, LLC | 0.00% | Add +54.9% | 581 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Add +509.7% | 567 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +49.4% | 532 | $27K |
| Register Financial Advisors LLC | 0.01% | New | 500 | $25K |
| Covestor Ltd | 0.01% | No change | 410 | $20K |
| EnRich Financial Partners LLC | 0.01% | New | 400 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -69.4% | 392 | $20K |
| Planning Capital Management Corp | 0.01% | Reduce -5.8% | 376 | $19K |
| Rise Advisors, LLC | 0.01% | New | 355 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -51.0% | 333 | $17K |
| Richardson Financial Services Inc. | 0.01% | Add +140.5% | 315 | $16K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 310 | $15K |
| Fortitude Family Office, LLC | 0.01% | Reduce -29.7% | 293 | $15K |
| Huntington National Bank | 0.00% | Reduce -18.5% | 291 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -8.8% | 250 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.6% | 244 | $12K |
| LGT Financial Advisors LLC | 0.01% | No change | 231 | $12K |
| WealthCollab, LLC | 0.01% | No change | 225 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 209 | $10K |
| Allworth Financial LP | 0.00% | Reduce -19.7% | 196 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 110 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.7% | 109 | $5K |
| Plato Investment Management Ltd | 0.00% | Add +29.6% | 105 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $5K |
| First Financial Corp. | 0.00% | New | 97 | $5K |
| Front Row Advisors LLC | 0.00% | New | 93 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 91 | $5K |
| Leonteq Securities AG | 0.00% | Reduce -57.3% | 85 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.1% | 80 | $4K |
| Crewe Advisors LLC | 0.00% | New | 79 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 60 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -37.6% | 58 | $3K |
| Quent Capital, LLC | 0.00% | No change | 53 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -50.0% | 51 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.9% | 41 | $2K |
| Avion Wealth | 0.00% | No change | 37 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -67.5% | 26 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.7% | 25 | $1K |
| RFP Financial Group LLC | 0.00% | No change | 25 | $1K |
| Archer Investment Corp | 0.00% | No change | 20 | $997 |
| ClariVest Asset Management LLC | 0.00% | No change | 18 | $897 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $848 |
| Smartleaf Asset Management LLC | 0.00% | Add +183.3% | 17 | $833 |
| Abound Wealth Management | 0.00% | No change | 14 | $698 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $698 |
| Rothschild Investment LLC | 0.00% | New | 10 | $499 |
| Transcendent Capital Group LLC | 0.00% | New | 9 | $449 |
| AlphaQuest LLC | 0.00% | New | 9 | $449 |
| Frazier Financial Advisors, LLC | 0.00% | New | 7 | $349 |
| Gradient Investments LLC | 0.00% | No change | 7 | $349 |
| TFO Wealth Partners, LLC | 0.00% | No change | 5 | $249 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $100 |
| Summit Securities Group LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.