SM EnergySM
13F holders, Q2 2024 (June 30)422holders +32
69new positions
39sold out
10famous investors
$43.24avg. 13F price*
At the end of Q2 2024, 422 institutions reported holding SM Energy Co. (SM) in their 13F filings, up 32 from Q1 2024. 69 opened new positions and 39 sold out. The largest holders were BlackRock Inc. ($852.1M), Vanguard Group Inc. ($620.1M) and Dimensional Fund Advisors LP ($274.2M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $122.9M |
| Exits | 39 | $70.4M |
All 13F filers, Q1 2024 → Q2 2024: 11,473,284 shares bought and 12,410,188 shares sold, net −936,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| BlackRock Inc. | 0.02% | Reduce -1.1% | 19,711,629 | $852.1M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 14,343,467 | $620.1M |
| Dimensional Fund Advisors LP | 0.07% | Add +6.5% | 6,341,875 | $274.2M |
| State Street Corp. | 0.01% | Reduce -1.3% | 6,173,151 | $266.9M |
| JPMorgan Chase & Co. | 0.02% | Add +3.2% | 4,210,622 | $182.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 2,663,461 | $115.2M |
| American Century Companies Inc. | 0.06% | Add +1.2% | 2,361,149 | $102.1M |
| Macquarie Group Ltd. | 0.11% | Add +4.9% | 2,242,772 | $97.0M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +12.6% | 2,168,024 | $93.7M |
| River Road Asset Management, LLC | 1.10% | Add +1.2% | 1,779,904 | $76.9M |
| Citadel Advisors | 0.07% | Add +52.0% | 1,712,755 | $74.0M |
| Westwood Holdings Group Inc. | 0.61% | Add +10.2% | 1,709,927 | $73.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.3% | 1,645,800 | $71.1M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -43.3% | 1,566,857 | $67.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 1,335,624 | $57.7M |
| First Trust Advisors LP | 0.06% | Add +7.0% | 1,330,391 | $57.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 1,309,865 | $56.6M |
| Frontier Capital Management Co. LLC | 0.52% | Reduce -55.2% | 1,206,814 | $52.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 1,200,886 | $51.9M |
| Renaissance Technologies | 0.09% | Reduce -28.8% | 1,191,500 | $51.5M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 1,177,079 | $50.9M |
| Jupiter Asset Management Ltd. | 0.47% | Add +929.6% | 1,159,488 | $50.1M |
| Channing Capital Management, LLC | 1.28% | Add +10.4% | 1,081,781 | $46.8M |
| Morgan Stanley | 0.00% | Reduce -19.3% | 1,081,082 | $46.7M |
| Congress Asset Management Co. | 0.32% | Add +0.8% | 1,029,626 | $44.5M |
| William Blair Investment Management, LLC | 0.11% | Reduce -0.2% | 1,006,864 | $43.5M |
| Palisade Capital Management, LP | 1.25% | Reduce -2.2% | 942,940 | $40.8M |
| Bank of America Corp. | 0.00% | Add +41.7% | 936,783 | $40.5M |
| Clark Capital Management Group, Inc. | 0.29% | Add +55.2% | 915,822 | $39.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.9% | 900,999 | $39.0M |
| Invesco Ltd. | 0.01% | Reduce -22.5% | 859,035 | $37.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -10.5% | 828,752 | $35.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -18.8% | 684,451 | $29.6M |
| Allianz Asset Management GmbH | 0.04% | Add +21.3% | 636,488 | $27.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.2% | 612,800 | $26.5M |
| Millennium Management | 0.02% | Add +7.3% | 597,544 | $25.8M |
| Wedge Capital Management L L P | 0.45% | Add +4.8% | 593,241 | $25.6M |
| Tributary Capital Management, LLC | 2.04% | Add +0.3% | 569,348 | $24.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.4% | 566,099 | $24.5M |
| Jane Street Group, LLC | 0.03% | Add +3419.8% | 555,323 | $24.0M |
| HRT Financial LP | 0.13% | New | 525,061 | $22.7M |
| SIR Capital Management, L.P. | 1.97% | Add +144.7% | 457,854 | $19.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +316.4% | 447,393 | $19.3M |
| Aberdeen Group plc | 0.04% | Reduce -3.8% | 438,127 | $18.9M |
| Glenmede Trust Co. NA | 0.09% | Add +0.8% | 422,097 | $18.2M |
| Mackenzie Financial Corp. | 0.03% | Add +82.2% | 411,103 | $17.8M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 397,950 | $17.2M |
| Federated Hermes, Inc. | 0.04% | Add +135.5% | 379,660 | $16.4M |
| Eagle Asset Management Inc. | 0.09% | Add +100.8% | 371,328 | $16.2M |
| Voloridge Investment Management, LLC | 0.06% | Add +290.6% | 372,480 | $16.1M |
| Legal & General Group Plc | 0.00% | Reduce -5.2% | 361,988 | $15.6M |
| FMR LLC | 0.00% | Reduce -0.2% | 337,147 | $14.6M |
| Baird Financial Group, Inc. | 0.03% | Add +9.6% | 332,134 | $14.4M |
| Weiss Asset Management LP | 1.12% | New | 326,568 | $14.1M |
| Empowered Funds, LLC | 0.24% | Add +56.3% | 320,637 | $13.9M |
| Diversify Advisory Services, LLC | 0.74% | Add +391.2% | 310,558 | $13.5M |
| Sei Investments Co. | 0.02% | Add +209.9% | 305,496 | $13.2M |
| Oslo Asset Management AS | 14.50% | Reduce -9.4% | 290,108 | $12.5M |
| Citigroup Inc. | 0.01% | Add +62.5% | 273,796 | $11.8M |
| Tudor Investment Corporation | 0.13% | New | 267,176 | $11.6M |
| Cambria Investment Management, L.P. | 0.68% | Reduce -2.0% | 258,612 | $11.2M |
| Public Sector Pension Investment Board | 0.07% | Add +6.7% | 253,104 | $10.9M |
| Panagora Asset Management Inc. | 0.05% | Add +118.4% | 252,017 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -4.4% | 232,621 | $10.1M |
| Prudential Financial Inc. | 0.01% | Reduce -48.5% | 228,397 | $9.9M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 227,800 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +3.8% | 226,226 | $9.8M |
| Kennedy Capital Management LLC | 0.20% | Add +17.9% | 214,255 | $9.3M |
| Royce & Associates LP | 0.08% | Add +51.8% | 206,726 | $8.9M |
| Bridgewater Associates | 0.05% | New | 204,702 | $8.8M |
| Cookson Peirce & Co. Inc. | 0.42% | New | 202,697 | $8.8M |
| LSP Investment Advisors, LLC | 4.87% | Add +48.6% | 198,246 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +81.5% | 194,812 | $8.4M |
| GMO | 0.03% | New | 194,398 | $8.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 187,250 | $8.1M |
| First Eagle Investment Management, LLC | 0.02% | Add +22.6% | 181,003 | $7.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 176,589 | $7.6M |
| Barclays PLC | 0.00% | Add +0.0% | 169,875 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -51.7% | 168,099 | $7.3M |
| Pekin Hardy Strauss, Inc. | 0.99% | Reduce -23.7% | 166,648 | $7.2M |
| Raymond James & Associates | 0.00% | Reduce -2.4% | 159,606 | $6.9M |
| Homestead Advisers Corp | 0.16% | No change | 153,300 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Add +4.9% | 151,417 | $6.5M |
| Peregrine Capital Management LLC | 0.19% | New | 151,056 | $6.5M |
| Hodges Capital Management Inc. | 0.43% | Reduce -29.8% | 148,234 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -5.9% | 144,130 | $6.2M |
| Fisher Asset Management | 0.00% | Add +113.3% | 140,345 | $6.1M |
| Foundry Partners, LLC | 0.30% | Add +25.8% | 128,674 | $5.6M |
| Twinbeech Capital LP | 0.11% | New | 126,427 | $5.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +8.1% | 124,383 | $5.4M |
| UBS Group AG | 0.00% | Reduce -36.3% | 122,872 | $5.3M |
| Jump Financial, LLC | 0.11% | Add +185.2% | 122,332 | $5.3M |
| Two Sigma Advisers, LP | 0.01% | Add +47.4% | 120,000 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +18.1% | 119,787 | $5.2M |
| Segall Bryant & Hamill, LLC | 0.09% | New | 119,590 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 113,674 | $4.9M |
| Comerica Bank | 0.02% | Reduce -18.5% | 109,679 | $4.7M |
| CW Advisors, LLC | 0.07% | Add +3.7% | 108,413 | $4.7M |
| F/m Investments LLC | 0.17% | New | 108,154 | $4.7M |
| Castellan Group | 2.21% | New | 107,501 | $4.6M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.