SM EnergySM
13F holders, Q4 2024 (December 31)426holders +6
52new positions
55sold out
10famous investors
$38.78avg. 13F price*
At the end of Q4 2024, 426 institutions reported holding SM Energy Co. (SM) in their 13F filings, up 6 from Q3 2024. 52 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($700.2M), Vanguard Group Inc. ($589.1M) and Dimensional Fund Advisors LP ($254.0M). 10 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SM Energy Co.
- CUSIP
- 78454L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $40.7M |
| Exits | 55 | $41.2M |
All 13F filers, Q3 2024 → Q4 2024: 7,561,707 shares bought and 9,098,415 shares sold, net −1,536,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 426 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 18,065,151 | $700.2M |
| Vanguard Group Inc. | 0.01% | Add +0.2% | 15,199,510 | $589.1M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.2% | 6,552,556 | $254.0M |
| State Street Corp. | 0.01% | Reduce -2.8% | 6,111,573 | $236.9M |
| JPMorgan Chase & Co. | 0.01% | Add +22.0% | 4,632,255 | $179.5M |
| Pacer Advisors, Inc. | 0.36% | Reduce -7.3% | 4,137,670 | $160.4M |
| American Century Companies Inc. | 0.08% | Add +8.8% | 3,682,093 | $142.7M |
| First Trust Advisors LP | 0.09% | Add +40.1% | 2,683,131 | $104.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 2,679,129 | $103.9M |
| Macquarie Group Ltd. | 0.11% | Add +20.8% | 2,417,631 | $93.7M |
| Westwood Holdings Group Inc. | 0.64% | Add +2.0% | 2,118,297 | $82.1M |
| River Road Asset Management, LLC | 0.91% | Reduce -1.4% | 1,768,416 | $68.5M |
| Citadel Advisors | 0.06% | Add +157.9% | 1,628,899 | $63.1M |
| Northern Trust Corp. | 0.01% | Add +10.7% | 1,449,483 | $56.2M |
| Morgan Stanley | 0.00% | Add +2.9% | 1,412,804 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.0% | 1,351,315 | $52.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 1,255,841 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 1,234,890 | $47.9M |
| Frontier Capital Management Co. LLC | 0.45% | Reduce -0.6% | 1,217,637 | $47.2M |
| Voloridge Investment Management, LLC | 0.16% | Reduce -17.6% | 1,174,731 | $45.5M |
| Channing Capital Management, LLC | 1.21% | Add +6.3% | 1,167,033 | $45.2M |
| Congress Asset Management Co. | 0.28% | Reduce -0.3% | 1,087,466 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.2% | 1,022,307 | $39.6M |
| Palisade Capital Management, LP | 0.99% | Reduce -0.8% | 843,279 | $32.7M |
| William Blair Investment Management, LLC | 0.07% | Reduce -24.9% | 733,538 | $28.4M |
| Renaissance Technologies | 0.04% | Reduce -2.7% | 718,963 | $27.9M |
| Invesco Ltd. | 0.01% | Reduce -12.2% | 695,463 | $27.0M |
| Principal Financial Group Inc. | 0.01% | Add +4.0% | 635,822 | $24.6M |
| Clark Capital Management Group, Inc. | 0.17% | Reduce -21.9% | 624,869 | $24.2M |
| D. E. Shaw & Co. | 0.03% | Add +62.8% | 621,405 | $24.1M |
| Raymond James Financial Inc. | 0.01% | — | 569,118 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +0.3% | 546,956 | $22.0M |
| Wedge Capital Management L L P | 0.39% | Reduce -0.0% | 560,244 | $21.7M |
| Tributary Capital Management, LLC | 1.67% | Add +0.1% | 557,972 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 544,961 | $21.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -37.9% | 541,781 | $21.0M |
| Fisher Asset Management | 0.01% | Add +214.7% | 519,302 | $20.1M |
| Bank of America Corp. | 0.00% | Reduce -36.6% | 511,462 | $19.8M |
| Federated Hermes, Inc. | 0.04% | Add +6.3% | 499,445 | $19.4M |
| UBS Group AG | 0.00% | Add +238.2% | 473,763 | $18.4M |
| Sei Investments Co. | 0.02% | Add +0.5% | 441,863 | $17.1M |
| Glenmede Trust Co. NA | 0.09% | Add +0.8% | 436,390 | $16.9M |
| Mackenzie Financial Corp. | 0.02% | Reduce -5.5% | 417,746 | $16.2M |
| Townsquare Capital LLC | 0.18% | Add +6.7% | 417,139 | $16.2M |
| Rhumbline Advisers | 0.01% | Add +2.0% | 393,864 | $15.3M |
| Diversify Advisory Services, LLC | 0.83% | Add +3.3% | 349,268 | $15.1M |
| Brandywine Global Investment Management, LLC | 0.11% | Add +221.4% | 388,761 | $15.1M |
| Baird Financial Group, Inc. | 0.03% | Add +8.3% | 386,067 | $15.0M |
| Aberdeen Group plc | 0.03% | Reduce -18.1% | 382,111 | $14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.9% | 371,803 | $14.4M |
| Millennium Management | 0.01% | Add +25.8% | 347,057 | $13.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.2% | 339,597 | $13.2M |
| FMR LLC | 0.00% | Reduce -0.3% | 338,651 | $13.1M |
| LSV Asset Management | 0.03% | Add +170.8% | 335,300 | $13.0M |
| Panagora Asset Management Inc. | 0.06% | Add +9.5% | 333,592 | $12.9M |
| Jupiter Asset Management Ltd. | 0.12% | Reduce -25.2% | 310,965 | $12.1M |
| LSP Investment Advisors, LLC | 8.23% | Add +53.4% | 304,191 | $11.8M |
| Bridgewater Associates | 0.05% | Reduce -37.3% | 303,404 | $11.8M |
| Kennedy Capital Management LLC | 0.26% | Add +1.9% | 298,563 | $11.6M |
| Public Sector Pension Investment Board | 0.05% | Add +17.4% | 285,057 | $11.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -71.4% | 284,475 | $11.0M |
| Citigroup Inc. | 0.01% | Add +15.3% | 271,072 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +34.3% | 263,321 | $10.2M |
| Barclays PLC | 0.00% | Add +1.9% | 254,915 | $9.9M |
| Aventail Capital Group, LP | 0.51% | Reduce -75.4% | 250,000 | $9.7M |
| First Eagle Investment Management, LLC | 0.02% | Add +19.5% | 240,603 | $9.3M |
| GMO | 0.03% | Add +30.4% | 238,205 | $9.2M |
| Royce & Associates LP | 0.08% | Add +6.7% | 232,523 | $9.0M |
| Swiss National Bank | 0.01% | No change | 224,700 | $8.7M |
| California Public Employees Retirement System | 0.01% | Reduce -1.2% | 208,462 | $8.1M |
| Man Group plc | 0.02% | Reduce -38.5% | 196,933 | $7.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -76.0% | 196,441 | $7.6M |
| Foundry Partners, LLC | 0.38% | Add +20.7% | 195,761 | $7.6M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -45.7% | 195,400 | $7.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -58.9% | 190,213 | $7.4M |
| Squarepoint Ops LLC | 0.02% | Add +23.4% | 189,237 | $7.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.2% | 186,523 | $7.2M |
| Pekin Hardy Strauss, Inc. | 0.85% | Reduce -3.5% | 172,525 | $6.7M |
| Marshall Wace, LLP | 0.01% | New | 168,381 | $6.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +4.9% | 156,858 | $6.1M |
| Evoke Wealth, LLC | 0.17% | Reduce -3.2% | 152,928 | $5.9M |
| Segall Bryant & Hamill, LLC | 0.08% | Add +20.4% | 148,894 | $5.8M |
| Capital Fund Management S.A. | 0.06% | New | 144,895 | $5.6M |
| Hodges Capital Management Inc. | 0.33% | Reduce -0.6% | 142,794 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -37.5% | 141,762 | $5.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 136,110 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -3.2% | 135,267 | $5.2M |
| Moody Aldrich Partners LLC | 0.95% | Add +31.4% | 132,267 | $5.1M |
| Homestead Advisers Corp | 0.12% | Reduce -12.3% | 129,200 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -67.9% | 124,514 | $4.8M |
| Peregrine Capital Management LLC | 0.14% | Reduce -3.5% | 123,684 | $4.8M |
| Intech Investment Management LLC | 0.05% | Add +28.9% | 122,615 | $4.8M |
| Teacher Retirement System of Texas | 0.02% | Add +16.5% | 122,523 | $4.7M |
| Comerica Bank | 0.02% | Add +8.7% | 119,356 | $4.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 117,926 | $4.6M |
| CW Advisors, LLC | 0.06% | Add +5.3% | 116,589 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +13.8% | 116,413 | $4.5M |
| Denali Advisors LLC | 0.46% | New | 112,551 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +39.0% | 111,699 | $4.3M |
| Empowered Funds, LLC | 0.06% | Reduce -44.1% | 111,476 | $4.3M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.