SM EnergySM
13F holders, Q3 2024 (September 30)420holders −2
61new positions
65sold out
9famous investors
$40.01avg. 13F price*
At the end of Q3 2024, 420 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 2 from Q2 2024. 61 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($716.6M), Vanguard Group Inc. ($606.3M) and Dimensional Fund Advisors LP ($261.3M). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $78.8M |
| Exits | 65 | $164.0M |
All 13F filers, Q2 2024 → Q3 2024: 15,915,657 shares bought and 11,045,271 shares sold, net +4,870,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| BlackRock, Inc. | 0.02% | — | 17,929,228 | $716.6M |
| Vanguard Group Inc. | 0.01% | Add +5.8% | 15,167,824 | $606.3M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.1% | 6,536,728 | $261.3M |
| State Street Corp. | 0.01% | Add +1.9% | 6,287,815 | $251.3M |
| Pacer Advisors, Inc. | 0.39% | Add +122186.1% | 4,463,443 | $178.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.8% | 3,796,326 | $151.7M |
| American Century Companies Inc. | 0.08% | Add +43.4% | 3,385,492 | $135.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 2,693,372 | $107.7M |
| Westwood Holdings Group Inc. | 0.64% | Add +21.4% | 2,076,000 | $83.0M |
| Macquarie Group Ltd. | 0.09% | Reduce -10.8% | 2,001,146 | $80.0M |
| First Trust Advisors LP | 0.07% | Add +44.0% | 1,915,352 | $76.6M |
| River Road Asset Management, LLC | 0.94% | Add +0.7% | 1,792,573 | $71.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.6% | 1,438,057 | $57.5M |
| Voloridge Investment Management, LLC | 0.21% | Add +282.5% | 1,424,827 | $57.0M |
| Morgan Stanley | 0.00% | Add +27.1% | 1,373,567 | $54.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 1,309,255 | $52.3M |
| Frontier Capital Management Co. LLC | 0.46% | Add +1.6% | 1,225,465 | $49.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,223,038 | $48.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.5% | 1,209,033 | $48.3M |
| Channing Capital Management, LLC | 1.12% | Add +1.5% | 1,098,259 | $43.9M |
| Congress Asset Management Co. | 0.30% | Add +5.9% | 1,090,635 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.4% | 1,089,948 | $43.6M |
| Aventail Capital Group, LP | 2.39% | New | 1,015,138 | $40.6M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -54.1% | 994,358 | $39.7M |
| William Blair Investment Management, LLC | 0.10% | Reduce -2.9% | 977,220 | $39.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.5% | 878,134 | $35.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +5.3% | 872,527 | $34.9M |
| Palisade Capital Management, LP | 1.02% | Reduce -9.8% | 850,246 | $34.0M |
| Assenagon Asset Management S.A. | 0.07% | Add +2217.1% | 818,032 | $32.7M |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 806,577 | $32.2M |
| Clark Capital Management Group, Inc. | 0.22% | Reduce -12.6% | 800,033 | $32.0M |
| Invesco Ltd. | 0.01% | Reduce -7.8% | 792,231 | $31.7M |
| Renaissance Technologies | 0.04% | Reduce -38.0% | 738,763 | $29.5M |
| Citadel Advisors | 0.03% | Reduce -63.1% | 631,639 | $25.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 611,121 | $24.4M |
| Wedge Capital Management L L P | 0.39% | Reduce -5.5% | 560,381 | $22.4M |
| Tributary Capital Management, LLC | 1.73% | Reduce -2.1% | 557,418 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -20.3% | 545,586 | $21.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.7% | 539,616 | $21.6M |
| Bridgewater Associates | 0.11% | Add +136.5% | 484,119 | $19.4M |
| Federated Hermes, Inc. | 0.04% | Add +23.7% | 469,789 | $18.8M |
| Aberdeen Group plc | 0.03% | Add +6.5% | 466,552 | $18.7M |
| SIR Capital Management, L.P. | 1.81% | Add +1.8% | 466,254 | $18.6M |
| Allianz Asset Management GmbH | 0.03% | Reduce -27.3% | 462,904 | $18.5M |
| Mackenzie Financial Corp. | 0.02% | Add +7.5% | 441,941 | $17.7M |
| Sei Investments Co. | 0.02% | Add +43.9% | 439,525 | $17.6M |
| Glenmede Trust Co. NA | 0.08% | Add +2.5% | 432,825 | $17.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.7% | 421,830 | $16.9M |
| Jupiter Asset Management Ltd. | 0.15% | Reduce -64.2% | 415,715 | $16.6M |
| Townsquare Capital LLC | 0.19% | Add +267.4% | 391,107 | $15.6M |
| Prudential Financial Inc. | 0.02% | Add +69.9% | 388,142 | $15.5M |
| Rhumbline Advisers | 0.01% | Reduce -3.0% | 385,977 | $15.4M |
| D. E. Shaw & Co. | 0.02% | Add +127.1% | 381,686 | $15.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +3025.9% | 360,045 | $14.4M |
| Diversify Advisory Services, LLC | 0.77% | Add +8.9% | 338,077 | $14.3M |
| Baird Financial Group, Inc. | 0.03% | Add +7.4% | 356,639 | $14.3M |
| Eagle Asset Management Inc. | 0.07% | Reduce -12.7% | 324,126 | $14.1M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 340,189 | $13.6M |
| FMR LLC | 0.00% | Add +0.8% | 339,791 | $13.6M |
| Man Group plc | 0.04% | Add +1211.3% | 320,387 | $12.8M |
| Panagora Asset Management Inc. | 0.06% | Add +20.9% | 304,774 | $12.2M |
| Kennedy Capital Management LLC | 0.26% | Add +36.7% | 292,906 | $11.7M |
| Millennium Management | 0.01% | Reduce -53.8% | 275,885 | $11.0M |
| Cambria Investment Management, L.P. | 0.61% | Reduce -2.1% | 253,075 | $10.1M |
| Barclays PLC | 0.00% | Add +47.3% | 250,218 | $10.0M |
| Public Sector Pension Investment Board | 0.05% | Reduce -4.1% | 242,804 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -14.1% | 235,084 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -2.4% | 226,975 | $9.1M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 224,700 | $9.0M |
| Royce & Associates LP | 0.08% | Add +5.4% | 217,879 | $8.7M |
| California Public Employees Retirement System | 0.01% | Reduce -6.7% | 211,071 | $8.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +11.2% | 201,303 | $8.0M |
| Empowered Funds, LLC | 0.13% | Reduce -37.9% | 199,264 | $8.0M |
| LSP Investment Advisors, LLC | 4.27% | No change | 198,246 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 196,143 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -64.7% | 196,082 | $7.8M |
| Two Sigma Investments, LP | 0.02% | Add +117.8% | 193,125 | $7.7M |
| New York State Teachers Retirement System | 0.02% | Add +5.8% | 186,832 | $7.5M |
| GMO | 0.02% | Reduce -6.1% | 182,605 | $7.3M |
| Pekin Hardy Strauss, Inc. | 0.92% | Add +7.3% | 178,750 | $7.1M |
| Algert Global LLC | 0.18% | Add +1375.8% | 172,000 | $6.9M |
| Fisher Asset Management | 0.00% | Add +17.6% | 165,005 | $6.6M |
| Foundry Partners, LLC | 0.32% | Add +26.0% | 162,160 | $6.5M |
| Evoke Wealth, LLC | 0.17% | New | 157,961 | $6.3M |
| Squarepoint Ops LLC | 0.02% | Add +1039.5% | 153,328 | $6.1M |
| Rafferty Asset Management, LLC | 0.02% | Add +20.2% | 149,555 | $6.0M |
| Homestead Advisers Corp | 0.14% | Reduce -3.9% | 147,400 | $5.9M |
| Hodges Capital Management Inc. | 0.37% | Reduce -3.1% | 143,649 | $5.7M |
| F/m Investments LLC | 0.18% | Add +30.8% | 141,440 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.8% | 141,137 | $5.6M |
| UBS Group AG | 0.00% | Add +14.0% | 140,101 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -3.0% | 139,727 | $5.6M |
| Franklin Resources Inc. | 0.00% | Reduce -35.4% | 121,025 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +315.9% | 120,972 | $5.4M |
| AQR Capital Management | 0.01% | Add +116.6% | 131,748 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +42.2% | 128,181 | $5.1M |
| Peregrine Capital Management LLC | 0.15% | Reduce -15.2% | 128,145 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -21.6% | 125,169 | $5.0M |
| LSV Asset Management | 0.01% | Add +25.2% | 123,800 | $4.9M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +3.4% | 123,698 | $4.9M |
| CoreCommodity Management, LLC | 0.91% | Add +2266.1% | 123,414 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.3% | 113,409 | $4.5M |
| CW Advisors, LLC | 0.06% | Add +2.2% | 110,773 | $4.4M |
| Comerica Bank | 0.02% | Add +0.1% | 109,802 | $4.4M |
| California State Teachers Retirement System | 0.01% | Reduce -3.5% | 109,700 | $4.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -8.8% | 109,500 | $4.4M |
| Illinois Municipal Retirement Fund | 0.06% | Add +13.4% | 107,974 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +44.7% | 106,648 | $4.3M |
| Teacher Retirement System of Texas | 0.02% | Add +125.3% | 105,190 | $4.2M |
| Focus Partners Wealth | 0.01% | Reduce -2.8% | 102,616 | $4.1M |
| Victory Capital Management Inc. | 0.00% | Add +30.4% | 102,324 | $4.1M |
| Moody Aldrich Partners LLC | 0.73% | New | 100,685 | $4.0M |
| Hillsdale Investment Management Inc. | 0.30% | Add +0.8% | 97,400 | $3.9M |
| Intech Investment Management LLC | 0.04% | Add +344.4% | 95,140 | $3.8M |
| Aquatic Capital Management LLC | 0.10% | Add +403.3% | 92,598 | $3.7M |
| Schroder Investment Management Group | 0.00% | Add +2.4% | 89,820 | $3.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.7% | 88,344 | $3.5M |
| Gotham Asset Management | 0.04% | Add +395.3% | 85,984 | $3.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.9% | 83,462 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +28.1% | 80,353 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -1.5% | 78,377 | $3.1M |
| NFJ Investment Group, LLC | 0.09% | New | 74,479 | $3.0M |
| Ethic Inc. | 0.08% | Reduce -0.4% | 59,633 | $3.0M |
| Tanglewood Legacy Advisors, LLC | 1.32% | No change | 74,323 | $3.0M |
| Centric Wealth Management | 0.77% | Add +5.5% | 65,665 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.3% | 70,927 | $2.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +13.1% | 68,908 | $2.8M |
| Seven Eight Capital, LP | 0.24% | Add +518.2% | 67,946 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +6.3% | 66,815 | $2.7M |
| MetLife Investment Management, LLC | 0.02% | No change | 65,999 | $2.6M |
| First National Bank of Omaha | 0.17% | Add +7.4% | 65,804 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 65,765 | $2.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.1% | 65,677 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +79.2% | 65,421 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.3% | 65,294 | $2.6M |
| Danske Bank A/S | 0.01% | Add +120.5% | 64,384 | $2.6M |
| 1492 Capital Management LLC | 1.29% | Add +0.6% | 64,261 | $2.6M |
| PEAK6 Investments LLC | 0.13% | Add +2841.4% | 64,005 | $2.6M |
| Adams Wealth Management | 0.55% | Add +14.0% | 63,565 | $2.5M |
| CacheTech Inc. | 0.55% | Add +14.0% | 63,565 | $2.5M |
| Creative Planning | 0.00% | Add +35.2% | 63,535 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +7.0% | 62,642 | $2.5M |
| Centiva Capital, LP | 0.11% | Add +37.9% | 62,031 | $2.5M |
| TD Asset Management Inc | 0.00% | Add +46.8% | 62,100 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 60,477 | $2.4M |
| PDT Partners, LLC | 0.21% | Reduce -19.2% | 60,292 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.2% | 58,019 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Add +11.2% | 59,566 | $2.4M |
| Neo Ivy Capital Management | 0.77% | New | 59,426 | $2.4M |
| Connors Investor Services Inc. | 0.22% | Reduce -3.3% | 57,439 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -4.5% | 55,300 | $2.2M |
| Janus Henderson Group PLC | 0.00% | No change | 53,810 | $2.2M |
| US Bancorp \de | 0.00% | Add +2.8% | 53,704 | $2.1M |
| Edgestream Partners, L.P. | 0.08% | Add +35.1% | 48,297 | $1.9M |
| Insight Wealth Strategies, LLC | 0.25% | Add +3.8% | 48,283 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +10.2% | 48,119 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +24.8% | 47,242 | $1.9M |
| CSS LLC | 0.33% | Add +34.7% | 46,332 | $1.9M |
| Sendero Wealth Management, LLC | 0.29% | No change | 46,008 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 45,636 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | New | 42,777 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.8% | 42,249 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +8.8% | 41,828 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Add +19.2% | 41,170 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -25.2% | 40,942 | $1.6M |
| De Lisle Partners LLP | 0.26% | No change | 40,000 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 39,756 | $1.6M |
| Energy Income Partners, LLC | 0.03% | Add +34.1% | 39,133 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.13% | No change | 38,898 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -3.7% | 38,638 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +245.0% | 38,430 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.7% | 33,173 | $1.5M |
| Brevan Howard Capital Management LP | 0.07% | Reduce -30.2% | 37,054 | $1.5M |
| Vest Financial, LLC | 0.03% | Add +56.4% | 35,726 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | Add +0.0% | 35,521 | $1.4M |
| Boston Partners | 0.00% | Reduce -2.2% | 34,453 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 34,217 | $1.4M |
| Ironwood Investment Management LLC | 0.67% | Add +17.1% | 34,190 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.3% | 34,102 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -4.4% | 33,636 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +2.2% | 33,124 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | New | 32,836 | $1.3M |
| Praxis Investment Management Inc. | 0.08% | Add +37.6% | 31,610 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +163.9% | 31,048 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 30,668 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +14.1% | 30,151 | $1.2M |
| Ellevest, Inc. | 0.06% | Reduce -6.7% | 29,313 | $1.2M |
| Sherbrooke Park Advisers LLC | 0.26% | New | 28,859 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +10.8% | 28,792 | $1.2M |
| Caxton Associates LP | 0.05% | Reduce -61.2% | 27,517 | $1.1M |
| WINTON GROUP Ltd | 0.08% | New | 27,499 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +14.1% | 27,421 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.4% | 26,951 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.32% | Add +28.7% | 26,757 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 26,193 | $1.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 26,002 | $1.0M |
| Trust Point Inc. | 0.08% | Reduce -3.7% | 25,877 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.7% | 25,843 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +42.5% | 25,697 | $1.0M |
| Twin Tree Management, LP | 0.02% | New | 25,634 | $1.0M |
| STRS Ohio | 0.00% | Add +17.4% | 25,600 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -17.2% | 25,514 | $1.0M |
| Quantbot Technologies LP | 0.04% | New | 25,396 | $1.0M |
| Blackstone Inc. | 0.00% | No change | 25,371 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.3% | 24,457 | $978K |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 24,372 | $974K |
| Empirical Finance, LLC | 0.06% | Add +0.4% | 24,134 | $965K |
| ProShare Advisors LLC | 0.00% | Add +33.9% | 23,871 | $954K |
| CX Institutional | 0.04% | Add +9.7% | 23,718 | $948K |
| Vestcor Inc | 0.03% | Add +108.7% | 23,613 | $944K |
| ClariVest Asset Management LLC | 0.10% | No change | 21,765 | $941K |
| Exchange Traded Concepts, LLC | 0.02% | Add +17.6% | 23,530 | $940K |
| HSBC Holdings PLC | 0.00% | Reduce -53.5% | 23,368 | $934K |
| Atria Investments, Inc | 0.01% | Add +4.4% | 22,916 | $916K |
| Azzad Asset Management Inc. | 0.10% | Reduce -3.5% | 22,613 | $904K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.1% | 22,550 | $900K |
| Janney Montgomery Scott LLC | 0.00% | Add +144.6% | 22,357 | $894K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 22,232 | $889K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -74.9% | 21,971 | $878K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.1% | 21,134 | $845K |
| Pitcairn Co. | 0.05% | Add +29.0% | 21,046 | $841K |
| Choreo, LLC | 0.01% | Add +7.5% | 19,525 | $807K |
| Natixis | 0.00% | New | 19,900 | $795K |
| Wakefield Asset Management LLLP | 0.25% | Reduce -1.3% | 18,859 | $754K |
| Diversified Trust Co. | 0.02% | Add +3.3% | 18,687 | $747K |
| Vident Advisory, LLC | 0.02% | Add +9.4% | 18,015 | $720K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -9.0% | 17,209 | $688K |
| Sippican Capital Advisors | 0.47% | Reduce -0.1% | 16,900 | $675K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.6% | 16,306 | $652K |
| Sterling Capital Management LLC | 0.01% | — | 16,282 | $651K |
| AlphaQuest LLC | 0.06% | New | 15,633 | $625K |
| Henshaw Capital LLC | 0.03% | No change | 15,327 | $613K |
| Moody National Bank Trust Division | 0.06% | No change | 15,000 | $600K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -47.4% | 14,849 | $594K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -47.4% | 14,849 | $594K |
| Scientech Research LLC | 0.12% | Reduce -28.1% | 14,841 | $593K |
| AXA S.A. | 0.00% | Reduce -71.8% | 14,453 | $578K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -80.2% | 14,278 | $571K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,029 | $561K |
| Paloma Partners Management Co | 0.04% | New | 13,872 | $554K |
| SG Americas Securities, LLC | 0.00% | Add +244.1% | 13,805 | $552K |
| Magnetar Financial LLC | 0.01% | New | 13,806 | $552K |
| Convergence Investment Partners, LLC | 0.14% | New | 13,169 | $526K |
| Cornerstone Investment Partners, LLC | 0.03% | Reduce -8.2% | 12,874 | $515K |
| Martingale Asset Management L P | 0.01% | Reduce -9.3% | 12,750 | $510K |
| Capital Counsel LLC | 0.02% | Reduce -17.4% | 11,905 | $476K |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 11,867 | $473K |
| Summit Global Investments | 0.03% | Reduce -0.1% | 11,773 | $471K |
| Bailard, Inc. | 0.01% | Add +19.7% | 11,609 | $464K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.4% | 11,591 | $463K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.5% | 11,537 | $461K |
| Cornercap Investment Counsel Inc. | 0.14% | New | 11,461 | $458K |
| Meritage Portfolio Management | 0.03% | Add +9.2% | 11,453 | $458K |
| Inspire Investing, LLC | 0.05% | Add +25.1% | 11,359 | $454K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 11,225 | $449K |
| Texas Yale Capital Corp. | 0.02% | No change | 11,169 | $446K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 11,161 | $446K |
| Tidal Investments LLC | 0.00% | New | 11,123 | $445K |
| Petrus Trust Company, LTA | 0.04% | Add +122.6% | 10,962 | $438K |
| DGS Capital Management, LLC | 0.12% | Add +88.4% | 10,910 | $436K |
| Miller Howard Investments Inc. | 0.01% | Add +105.1% | 10,895 | $435K |
| Guggenheim Capital LLC | 0.00% | Reduce -40.4% | 10,827 | $433K |
| Quantedge Capital Pte Ltd | 0.12% | Reduce -86.1% | 10,300 | $412K |
| First National Advisers, LLC | 0.06% | Add +25.8% | 10,165 | $406K |
| AdvisorShares Investments LLC | 0.08% | Add +7.1% | 10,032 | $401K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.7% | 9,961 | $397K |
| Aristeia Capital, L.L.C. | 0.02% | New | 9,849 | $394K |
| Systematic Financial Management LP | 0.01% | New | 9,641 | $385K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -86.7% | 9,523 | $381K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 9,498 | $380K |
| Bridgefront Capital, LLC | 0.14% | New | 9,386 | $375K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.3% | 8,995 | $360K |
| Alps Advisors Inc. | 0.00% | Add +17.9% | 8,980 | $359K |
| nVerses Capital, LLC | 0.16% | Add +161.8% | 8,900 | $356K |
| Prudential PLC | 0.00% | New | 8,793 | $351K |
| McCarter Private Wealth Services LLC | 0.22% | — | 8,778 | $351K |
| Penserra Capital Management LLC | 0.01% | Add +13.6% | 8,665 | $346K |
| Quadrant Capital Group LLC | 0.02% | Add +0.8% | 8,373 | $335K |
| Walleye Trading LLC | 0.01% | Add +68.4% | 8,354 | $334K |
| MML Investors Services, LLC | 0.00% | Reduce -5.7% | 8,011 | $320K |
| Lee Financial Co | 0.05% | New | 8,000 | $320K |
| Xponance LLC | 0.00% | Reduce -3.0% | 7,949 | $318K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 7,932 | $317K |
| Gallacher Capital Management LLC | 0.14% | New | 7,856 | $314K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,773 | $311K |
| Evergreen Capital Management LLC | 0.01% | Add +43.5% | 7,752 | $310K |
| King Luther Capital Management Corp. | 0.00% | Add +45.3% | 7,704 | $308K |
| Shell Asset Management Co. | 0.01% | — | 7,611 | $304K |
| Cim Investment Management Inc. | 0.09% | No change | 7,581 | $303K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.7% | 7,424 | $297K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 7,355 | $294K |
| ClearAlpha Technologies LP | 0.12% | Reduce -5.0% | 7,282 | $291K |
| Stonehearth Capital Management, LLC | 0.11% | New | 7,210 | $288K |
| GAMMA Investing LLC | 0.03% | Add +7.7% | 7,062 | $282K |
| Principal Securities, Inc. | 0.01% | Reduce -0.7% | 7,037 | $281K |
| Captrust Financial Advisors | 0.00% | New | 7,037 | $281K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 6,938 | $277K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.9% | 6,184 | $276K |
| QRG Capital Management, Inc. | 0.00% | Add +9.6% | 6,746 | $270K |
| Gibbs Wealth Management | 0.09% | Add +20.3% | 6,736 | $269K |
| Quadrature Capital Ltd | 0.01% | New | 6,619 | $264K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -39.6% | 6,500 | $260K |
| National Bank of Canada | 0.00% | New | 6,483 | $259K |
| Jump Financial, LLC | 0.01% | Reduce -94.8% | 6,367 | $254K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.9% | 6,324 | $253K |
| Quantinno Capital Management LP | 0.00% | New | 6,316 | $252K |
| CFM Wealth Partners LLC | 0.04% | Reduce -23.5% | 6,277 | $251K |
| Profund Advisors LLC | 0.01% | Add +0.3% | 6,101 | $244K |
| Neuberger Berman Group LLC | 0.00% | Reduce -35.4% | 6,072 | $243K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.0% | 5,843 | $234K |
| Cibc World Market Inc. | 0.00% | New | 5,778 | $231K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $227K |
| Baldwin Wealth Partners LLC | 0.02% | New | 5,537 | $221K |
| Heritage Family Offices, LLP | 0.11% | Reduce -6.2% | 5,511 | $220K |
| Truist Financial Corp. | 0.00% | Reduce -89.9% | 5,377 | $215K |
| Acadian Asset Management LLC | 0.00% | New | 5,313 | $212K |
| Inspire Advisors, LLC | 0.03% | New | 5,186 | $207K |
| Zacks Investment Management | 0.00% | New | 5,157 | $206K |
| Aaron Wealth Advisors LLC | 0.02% | Add +1.6% | 5,117 | $205K |
| Portside Wealth Group, LLC | 0.03% | New | 5,004 | $200K |
| IFP Advisors, Inc | 0.01% | Add +510.8% | 4,587 | $183K |
| Plato Investment Management Ltd | 0.01% | Add +554.8% | 3,863 | $154K |
| KBC Group NV | 0.00% | Add +16.7% | 3,321 | $133K |
| Cetera Trust Company, N.A | 0.07% | Add +32.5% | 3,040 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.9% | 2,876 | $115K |
| Cwm, LLC | 0.00% | Add +11.4% | 2,853 | $114K |
| CI Investments Inc. | 0.00% | Reduce -8.7% | 2,837 | $113K |
| Signaturefd, LLC | 0.00% | Add +8.8% | 2,808 | $112K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 2,670 | $107K |
| Leonteq Securities AG | 0.01% | Add +2941.2% | 2,585 | $103K |
| NewEdge Advisors, LLC | 0.00% | Add +13.1% | 2,231 | $89K |
| Legacy Investment Solutions, LLC | 0.05% | — | 1,907 | $83K |
| Legacy Wealth Managment, LLC | 0.05% | — | 1,907 | $83K |
| Archer Investment Corp | 0.02% | No change | 1,950 | $78K |
| GW&K Investment Management, LLC | 0.00% | Reduce -54.8% | 1,811 | $73K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.0% | 1,646 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 1,530 | $61K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +25.0% | 1,500 | $60K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,500 | $60K |
| Global Retirement Partners, LLC | 0.00% | Add +27.4% | 1,443 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.0% | 1,421 | $57K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $56K |
| Millburn Ridgefield LLC | 0.00% | New | 1,382 | $55K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 1,234 | $49K |
| Headlands Technologies LLC | 0.01% | Reduce -83.0% | 1,206 | $48K |
| Blue Trust, Inc. | 0.00% | Add +3434.5% | 1,025 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 990 | $40K |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 909 | $36K |
| UMB Bank, n.a. | 0.00% | Add +31.9% | 836 | $33K |
| Byrne Asset Management LLC | 0.02% | No change | 780 | $31K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.5% | 765 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 764 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +9.8% | 752 | $30K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 740 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.3% | 670 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 608 | $24K |
| Huntington National Bank | 0.00% | Add +79.1% | 575 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -39.5% | 528 | $21K |
| Lanark Financial, Inc. | 0.00% | Reduce -67.0% | 517 | $20K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $20K |
| Covestor Ltd | 0.01% | Add +76.9% | 474 | $19K |
| Richardson Financial Services Inc. | 0.01% | No change | 410 | $18K |
| Addison Advisors LLC | 0.00% | Add +293.5% | 425 | $17K |
| Clearstead Advisors, LLC | 0.00% | New | 417 | $17K |
| EnRich Financial Partners LLC | 0.01% | No change | 400 | $16K |
| Planning Capital Management Corp | 0.01% | No change | 376 | $15K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 358 | $14K |
| Fortitude Family Office, LLC | 0.01% | Add +17.1% | 343 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.9% | 341 | $14K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 310 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Add +13.7% | 299 | $12K |
| Realta Investment Advisors | 0.01% | New | 261 | $12K |
| Allworth Financial LP | 0.00% | Add +42.4% | 279 | $11K |
| LGT Financial Advisors LLC | 0.02% | No change | 231 | $9K |
| WealthCollab, LLC | 0.01% | No change | 225 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -20.4% | 215 | $9K |
| Bessemer Group Inc. | 0.00% | Add +106.1% | 204 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Add +61.1% | 174 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +50.5% | 164 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -60.7% | 132 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 118 | $5K |
| Rothschild Investment LLC | 0.00% | Add +120.0% | 110 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | New | 100 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 101 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $4K |
| First Financial Corp. | 0.00% | No change | 97 | $4K |
| Fourpath Capital Management, LLC | 0.00% | New | 95 | $4K |
| Avior Wealth Management, LLC | 0.00% | New | 87 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +43.1% | 83 | $3K |
| LRI Investments, LLC | 0.00% | Add +50.0% | 75 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.8% | 82 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 66 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +18.0% | 59 | $2K |
| Quent Capital, LLC | 0.00% | No change | 54 | $2K |
| Hemington Wealth Management | 0.00% | New | 52 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -43.4% | 47 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 41 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 40 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +16.1% | 36 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 36 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -19.1% | 34 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -73.7% | 26 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -7.1% | 26 | $1K |
| Avion Wealth | 0.00% | Add +29.7% | 48 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 29 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 23 | $919 |
| Versant Capital Management, Inc | 0.00% | Reduce -85.3% | 19 | $759 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $680 |
| Concord Wealth Partners | 0.00% | New | 16 | $640 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 15 | $600 |
| Bokf, NA | 0.00% | New | 13 | $573 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $560 |
| Abound Wealth Management | 0.00% | Reduce -52.9% | 8 | $320 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $160 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $40 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $40 |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.