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 |
| Townsquare Capital LLC | 0.06% | Add +5.7% | 106,442 | $4.6M |
| Focus Partners Wealth | 0.02% | Add +4.5% | 105,544 | $4.6M |
| LSV Asset Management | 0.01% | Add +283.3% | 98,900 | $4.3M |
| Hillsdale Investment Management Inc. | 0.33% | Reduce -4.1% | 96,600 | $4.2M |
| Pearl River Capital, LLC | 0.66% | Reduce -21.0% | 95,962 | $4.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.5% | 95,710 | $4.1M |
| Illinois Municipal Retirement Fund | 0.06% | Add +10.9% | 95,244 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.6% | 90,153 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -49.8% | 88,649 | $3.8M |
| Schroder Investment Management Group | 0.00% | Add +337.1% | 87,714 | $3.8M |
| Dynamic Technology Lab Private Ltd | 0.43% | Add +691.0% | 87,378 | $3.8M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -11.7% | 85,126 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +411.3% | 81,474 | $3.5M |
| Voya Investment Management LLC | 0.00% | Reduce -1.0% | 79,546 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -22.5% | 78,493 | $3.4M |
| PDT Partners, LLC | 0.31% | No change | 74,628 | $3.2M |
| Tanglewood Legacy Advisors, LLC | 1.52% | No change | 74,323 | $3.2M |
| Quantedge Capital Pte Ltd | 1.16% | Add +289.0% | 74,300 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +27.5% | 73,686 | $3.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -8.7% | 71,912 | $3.1M |
| Verdence Capital Advisors LLC | 0.28% | Add +4.2% | 71,837 | $3.1M |
| Caxton Associates LP | 0.12% | Add +68.3% | 70,890 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -4.2% | 67,540 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.9% | 66,790 | $2.9M |
| Corebridge Financial, Inc. | 0.02% | — | 66,398 | $2.9M |
| Centric Wealth Management | 0.82% | New | 62,267 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Add +11.5% | 65,999 | $2.9M |
| 1492 Capital Management LLC | 1.57% | Reduce -39.0% | 63,856 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 63,724 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +6.0% | 62,842 | $2.7M |
| Deutsche Bank AG | 0.00% | Reduce -8.9% | 62,727 | $2.7M |
| First National Bank of Omaha | 0.17% | Reduce -7.8% | 61,270 | $2.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +138.7% | 60,929 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -5.3% | 60,825 | $2.6M |
| Ethic Inc. | 0.06% | Add +0.4% | 59,886 | $2.6M |
| Connors Investor Services Inc. | 0.27% | Reduce -3.8% | 59,404 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 58,572 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.1% | 57,900 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.1% | 57,320 | $2.5M |
| Adams Wealth Management | 0.56% | Add +6.1% | 55,767 | $2.4M |
| CacheTech Inc. | 0.56% | — | 55,767 | $2.4M |
| Natixis Advisors, LLC | 0.01% | Add +4.2% | 54,712 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.4% | 53,810 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +19.0% | 53,581 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -14.0% | 53,110 | $2.3M |
| Brevan Howard Capital Management LP | 0.15% | Add +148.8% | 53,054 | $2.3M |
| US Bancorp \de | 0.00% | Add +0.2% | 52,250 | $2.3M |
| Fox Run Management, L.L.C. | 0.42% | New | 52,156 | $2.3M |
| AXA S.A. | 0.01% | Reduce -6.2% | 51,300 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -39.9% | 50,215 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.7% | 47,355 | $2.0M |
| Creative Planning | 0.00% | Add +46.2% | 47,000 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +43.6% | 46,686 | $2.0M |
| Insight Wealth Strategies, LLC | 0.29% | Add +6.5% | 46,499 | $2.0M |
| Sendero Wealth Management, LLC | 0.33% | No change | 46,008 | $2.0M |
| Centiva Capital, LP | 0.10% | Add +34.4% | 44,968 | $1.9M |
| Cerity Partners LLC | 0.01% | Reduce -35.9% | 43,648 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -42.2% | 42,300 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -38.3% | 41,497 | $1.8M |
| Engineers Gate Manager LP | 0.04% | New | 40,935 | $1.8M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -3.8% | 40,108 | $1.7M |
| Viking Fund Management LLC | 0.31% | No change | 40,000 | $1.7M |
| De Lisle Partners LLP | 0.38% | Add +100.0% | 40,000 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 39,756 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.16% | No change | 38,898 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +11.0% | 38,433 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +6103.8% | 37,843 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 31,399 | $1.6M |
| XTX Topco Ltd | 0.14% | Add +522.5% | 36,657 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +311.6% | 36,501 | $1.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -62.7% | 35,736 | $1.5M |
| Waldron Private Wealth LLC | 0.07% | No change | 35,516 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -30.4% | 35,304 | $1.5M |
| Boston Partners | 0.00% | Add +89.3% | 35,221 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -3.9% | 35,180 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -60.6% | 30,718 | $1.5M |
| Bayesian Capital Management, LP | 0.17% | Add +370.3% | 34,673 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.2% | 34,545 | $1.5M |
| CSS LLC | 0.33% | Add +8.5% | 34,398 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +24.7% | 34,328 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -17.6% | 34,217 | $1.5M |
| Simplex Trading, LLC | 0.05% | Reduce -31.1% | 33,411 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 32,403 | $1.4M |
| Ellevest, Inc. | 0.08% | Reduce -1.0% | 31,422 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -43.0% | 30,819 | $1.3M |
| Inceptionr LLC | 0.37% | Add +48.4% | 30,143 | $1.3M |
| Danske Bank A/S | 0.00% | New | 29,202 | $1.3M |
| Ironwood Investment Management LLC | 0.67% | No change | 29,190 | $1.3M |
| Energy Income Partners, LLC | 0.03% | Add +3.6% | 29,179 | $1.3M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -92.5% | 29,083 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Add +2.5% | 28,220 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.2% | 28,202 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.2% | 28,202 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -10.0% | 27,905 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.5% | 27,435 | $1.2M |
| Trust Point Inc. | 0.09% | Add +1.1% | 26,860 | $1.2M |
| LPL Financial LLC | 0.00% | Add +12.0% | 26,712 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.6% | 26,418 | $1.1M |
| Westover Capital Advisors, LLC | 0.29% | New | 26,020 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.9% | 25,991 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1685.4% | 25,977 | $1.1M |
| Praxis Investment Management Inc. | 0.08% | No change | 22,970 | $1.1M |
| Virtu Financial LLC | 0.08% | New | 25,746 | $1.1M |
| Jennison Associates LLC | 0.00% | Reduce -7.6% | 25,627 | $1.1M |
| Blackstone Inc. | 0.00% | Add +24.5% | 25,371 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 24,788 | $1.1M |
| Man Group plc | 0.00% | Add +121.3% | 24,432 | $1.1M |
| Empirical Finance, LLC | 0.06% | Add +105.2% | 24,039 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 24,032 | $1.0M |
| Azzad Asset Management Inc. | 0.12% | Add +75.5% | 23,427 | $1.0M |
| Vest Financial, LLC | 0.02% | Add +27.7% | 22,839 | $987K |
| Lazard Asset Management LLC | 0.00% | Add +50.3% | 22,808 | $985K |
| Atria Investments, Inc | 0.01% | Reduce -0.1% | 21,955 | $949K |
| STRS Ohio | 0.00% | Reduce -7.6% | 21,800 | $942K |
| ClariVest Asset Management LLC | 0.10% | Add +120816.7% | 21,765 | $941K |
| CX Institutional | 0.04% | Add +5.7% | 21,615 | $934K |
| Intech Investment Management LLC | 0.01% | New | 21,411 | $926K |
| Hussman Strategic Advisors, Inc. | 0.25% | No change | 21,000 | $908K |
| Jackson Creek Investment Advisors LLC | 0.33% | New | 20,797 | $899K |
| Scientech Research LLC | 0.18% | New | 20,638 | $892K |
| Exchange Traded Concepts, LLC | 0.02% | Add +6.2% | 20,016 | $865K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.1% | 19,191 | $830K |
| Wakefield Asset Management LLLP | 0.29% | New | 19,114 | $826K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.1% | 18,908 | $817K |
| Aquatic Capital Management LLC | 0.03% | New | 18,400 | $795K |
| Choreo, LLC | 0.01% | New | 18,158 | $793K |
| Guggenheim Capital LLC | 0.01% | Add +1.4% | 18,167 | $785K |
| Diversified Trust Co. | 0.02% | Add +10.1% | 18,094 | $782K |
| Stifel Financial Corp. | 0.00% | Add +73.2% | 18,037 | $780K |
| ProShare Advisors LLC | 0.00% | Reduce -23.7% | 17,828 | $771K |
| Gotham Asset Management | 0.01% | Add +4.4% | 17,361 | $751K |
| Sippican Capital Advisors | 0.58% | Reduce -0.6% | 16,925 | $732K |
| Nomura Holdings Inc. | 0.00% | Add +38.4% | 16,514 | $714K |
| Vident Advisory, LLC | 0.02% | Add +81.2% | 16,463 | $712K |
| Pitcairn Co. | 0.04% | Add +5.5% | 16,312 | $705K |
| Henshaw Capital LLC | 0.03% | Add +1.3% | 15,327 | $663K |
| Moody National Bank Trust Division | 0.05% | No change | 15,000 | $648K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.8% | 14,742 | $637K |
| Trexquant Investment LP | 0.01% | New | 14,625 | $632K |
| Capital Counsel LLC | 0.03% | Add +21.0% | 14,405 | $623K |
| Martingale Asset Management L P | 0.01% | Reduce -5.3% | 14,050 | $607K |
| Cornerstone Investment Partners, LLC | 0.03% | Reduce -0.2% | 14,022 | $606K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,029 | $606K |
| Squarepoint Ops LLC | 0.00% | Reduce -90.5% | 13,456 | $582K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.2% | 13,053 | $566K |
| Prelude Capital Management, LLC | 0.05% | New | 12,841 | $555K |
| Park Avenue Securities LLC | 0.01% | Add +23.4% | 12,719 | $550K |
| Qsemble Capital Management, LP | 0.10% | New | 12,250 | $530K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +18.8% | 11,902 | $515K |
| Summit Global Investments | 0.04% | New | 11,780 | $509K |
| Verition Fund Management LLC | 0.00% | Reduce -60.1% | 11,766 | $509K |
| Algert Global LLC | 0.02% | Reduce -94.6% | 11,655 | $504K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -19.2% | 11,518 | $498K |
| Vestcor Inc | 0.02% | No change | 11,313 | $489K |
| Blair William & Co. | 0.00% | Add +80.0% | 11,250 | $486K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.1% | 11,210 | $485K |
| Texas Yale Capital Corp. | 0.02% | No change | 11,169 | $483K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.5% | 11,139 | $482K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.9% | 11,061 | $478K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 11,045 | $477K |
| Seven Eight Capital, LP | 0.05% | New | 10,991 | $475K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -21.4% | 10,770 | $466K |
| Advantage Alpha Capital Partners LP | 0.10% | Reduce -9.8% | 10,748 | $465K |
| HighTower Advisors, LLC | 0.00% | Add +8.7% | 10,680 | $459K |
| Nebula Research & Development LLC | 0.07% | New | 10,503 | $454K |
| Meritage Portfolio Management | 0.03% | Reduce -0.1% | 10,488 | $453K |
| Ellsworth Advisors, LLC | 0.13% | Add +7.3% | 10,422 | $451K |
| Bailard, Inc. | 0.01% | No change | 9,700 | $419K |
| AdvisorShares Investments LLC | 0.07% | Reduce -4.1% | 9,368 | $409K |
| Neuberger Berman Group LLC | 0.00% | Add +50.7% | 9,400 | $406K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 9,142 | $395K |
| Inspire Investing, LLC | 0.05% | Add +7.2% | 9,082 | $393K |
| MML Investors Services, LLC | 0.00% | Reduce -9.6% | 8,498 | $367K |
| Quadrant Capital Group LLC | 0.03% | Add +11.1% | 8,304 | $359K |
| NINE MASTS CAPITAL Ltd | 0.16% | New | 8,300 | $359K |
| CFM Wealth Partners LLC | 0.07% | No change | 8,209 | $355K |
| Xponance LLC | 0.00% | Add +15.6% | 8,193 | $354K |
| First National Advisers, LLC | 0.06% | Add +10.0% | 8,078 | $349K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,805 | $337K |
| Meridian Wealth Advisors, LLC | 0.06% | No change | 7,720 | $334K |
| ClearAlpha Technologies LP | 0.13% | Reduce -13.6% | 7,669 | $332K |
| Penserra Capital Management LLC | 0.00% | Add +6.7% | 7,630 | $330K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 7,618 | $329K |
| Cim Investment Management Inc. | 0.10% | Reduce -19.3% | 7,581 | $328K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.4% | 7,473 | $323K |
| Caprock Group, LLC | 0.01% | Reduce -1.4% | 7,329 | $317K |
| Headlands Technologies LLC | 0.03% | Add +521.5% | 7,104 | $307K |
| Principal Securities, Inc. | 0.01% | Add +76.3% | 7,083 | $306K |
| Lido Advisors, LLC | 0.00% | Reduce -6.4% | 6,826 | $295K |
| Systematic Portfolios LLC | 2.05% | New | 6,803 | $294K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.9% | 6,716 | $290K |
| GAMMA Investing LLC | 0.04% | Add +17.8% | 6,557 | $283K |
| Oxford Asset Management LLP | 0.27% | Reduce -12.1% | 6,334 | $274K |
| QRG Capital Management, Inc. | 0.00% | Add +1.0% | 6,156 | $266K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -28.8% | 6,121 | $265K |
| Profund Advisors LLC | 0.01% | Reduce -8.8% | 6,080 | $263K |
| Heritage Wealth Management, LLC | 0.14% | Reduce -12.3% | 5,876 | $254K |
| Heritage Family Offices, LLP | 0.14% | — | 5,876 | $254K |
| DGS Capital Management, LLC | 0.07% | Add +44.1% | 5,791 | $250K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $250K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.8% | 5,649 | $250K |
| Gibbs Wealth Management | 0.10% | New | 5,598 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.3% | 5,463 | $236K |
| Metis Global Partners, LLC | 0.01% | No change | 5,411 | $234K |
| Evergreen Capital Management LLC | 0.01% | Add +13.7% | 5,404 | $234K |
| Compound Planning, Inc. | 0.02% | New | 5,319 | $230K |
| Miller Howard Investments Inc. | 0.01% | Reduce -94.0% | 5,313 | $230K |
| King Luther Capital Management Corp. | 0.00% | No change | 5,304 | $229K |
| American Trust | 0.02% | Reduce -44.5% | 5,234 | $226K |
| CoreCommodity Management, LLC | 0.09% | No change | 5,216 | $225K |
| Summit Securities Group LLC | 0.09% | Add +259900.0% | 5,200 | $225K |
| Ground Swell Capital, LLC | 0.21% | New | 5,120 | $221K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 5,034 | $218K |
| Occudo Quantitative Strategies LP | 0.04% | New | 5,013 | $217K |
| Auxier Asset Management LLC | 0.03% | Reduce -3.9% | 4,990 | $216K |
| Walleye Trading LLC | 0.00% | Add +70.5% | 4,962 | $215K |
| Petrus Trust Company, LTA | 0.02% | New | 4,925 | $213K |
| Shelton Capital Management | 0.01% | Reduce -5.7% | 4,810 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,701 | $203K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 4,630 | $200K |
| GW&K Investment Management, LLC | 0.00% | Reduce -99.4% | 4,006 | $173K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.8% | 4,012 | $173K |
| Pacer Advisors, Inc. | 0.00% | Reduce -99.9% | 3,650 | $158K |
| nVerses Capital, LLC | 0.09% | New | 3,400 | $147K |
| CI Investments Inc. | 0.00% | Add +34.2% | 3,106 | $134K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,062 | $132K |
| KBC Group NV | 0.00% | Reduce -1.9% | 2,845 | $123K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 2,670 | $115K |
| Signaturefd, LLC | 0.00% | Reduce -9.5% | 2,582 | $112K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,560 | $111K |
| Cetera Trust Company, N.A | 0.06% | New | 2,295 | $99K |
| FNY Investment Advisers, LLC | 0.07% | New | 2,300 | $99K |
| PEAK6 Investments LLC | 0.00% | New | 2,176 | $94K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.7% | 1,973 | $85K |
| Archer Investment Corp | 0.02% | Add +9650.0% | 1,950 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.7% | 1,597 | $74K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.1% | 1,662 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +538.5% | 1,558 | $68K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.5% | 1,567 | $67K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $61K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -75.5% | 1,200 | $52K |
| Mather Group, Llc. | 0.00% | New | 1,014 | $51K |
| Global Retirement Partners, LLC | 0.00% | Add +64.4% | 1,133 | $49K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 990 | $43K |
| Fifth Third Bancorp | 0.00% | Add +10.0% | 934 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +63.9% | 872 | $38K |
| Smartleaf Asset Management LLC | 0.01% | Add +4552.9% | 791 | $34K |
| Byrne Asset Management LLC | 0.03% | No change | 780 | $34K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.3% | 761 | $33K |
| IFP Advisors, Inc | 0.00% | Add +725.3% | 751 | $32K |
| Lindbrook Capital, LLC | 0.00% | Add +17.9% | 685 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.7% | 646 | $28K |
| UMB Bank, n.a. | 0.00% | Reduce -23.5% | 634 | $27K |
| Raffa Wealth Management, LLC | 0.01% | No change | 633 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | — | 608 | $26K |
| Plato Investment Management Ltd | 0.00% | Add +461.9% | 590 | $26K |
| Register Financial Advisors LLC | 0.01% | No change | 500 | $22K |
| WASHINGTON TRUST Co | 0.00% | New | 500 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +14.3% | 448 | $19K |
| Richardson Financial Services Inc. | 0.01% | Add +30.2% | 410 | $18K |
| EnRich Financial Partners LLC | 0.01% | No change | 400 | $17K |
| Planning Capital Management Corp | 0.01% | No change | 376 | $16K |
| Smithfield Trust Co | 0.00% | New | 370 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 356 | $15K |
| Quarry LP | 0.01% | New | 349 | $15K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 336 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | New | 329 | $14K |
| Huntington National Bank | 0.00% | Add +10.3% | 321 | $14K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 310 | $13K |
| Crewe Advisors LLC | 0.00% | Add +282.3% | 302 | $13K |
| Fortitude Family Office, LLC | 0.01% | No change | 293 | $13K |
| Covestor Ltd | 0.01% | Reduce -34.6% | 268 | $12K |
| Private Trust Co. NA | 0.00% | Add +8.0% | 270 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -53.6% | 263 | $11K |
| LGT Financial Advisors LLC | 0.02% | No change | 231 | $10K |
| WealthCollab, LLC | 0.01% | No change | 225 | $10K |
| Allworth Financial LP | 0.00% | No change | 196 | $9K |
| Opal Wealth Advisors, LLC | 0.00% | New | 199 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 129 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 109 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +80.0% | 108 | $5K |
| Addison Advisors LLC | 0.00% | New | 108 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Add +288.5% | 101 | $4K |
| Arax Advisory Partners | 0.00% | New | 99 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $4K |
| First Financial Corp. | 0.00% | No change | 97 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -52.6% | 99 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.1% | 87 | $4K |
| Leonteq Securities AG | 0.00% | No change | 85 | $4K |
| Assetmark, Inc. | 0.00% | New | 83 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $3K |
| Front Row Advisors LLC | 0.00% | Reduce -15.1% | 79 | $3K |
| Macroview Investment Management LLC | 0.00% | Reduce -40.0% | 66 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 61 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $3K |
| Group One Trading LLC | 0.00% | New | 54 | $2K |
| Quent Capital, LLC | 0.00% | Add +1.9% | 54 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +628.6% | 51 | $2K |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 50 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $2K |
| LRI Investments, LLC | 0.00% | New | 50 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.4% | 42 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 36 | $2K |
| Blue Trust, Inc. | 0.00% | New | 29 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 31 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $1K |
| CVA Family Office, LLC | 0.00% | New | 28 | $1K |
| RFP Financial Group LLC | 0.00% | No change | 25 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $1K |
| Financial Connections Group, Inc. | 0.00% | New | 46 | $1K |
| Avion Wealth | 0.00% | No change | 37 | $1K |
| Cohen & Steers, Inc. | 0.00% | New | 29 | $1K |
| Innealta Capital, LLC | 0.00% | New | 21 | $907 |
| Horizon Investments, LLC | 0.00% | New | 19 | $818 |
| Abound Wealth Management | 0.00% | Add +21.4% | 17 | $735 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $735 |
| Gradient Investments LLC | 0.00% | Add +142.9% | 17 | $735 |
| Sachetta, LLC | 0.00% | New | 15 | $675 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $605 |
| Johnson Financial Group, Inc. | 0.00% | New | 12 | $519 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $87 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.