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 |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.1% | 108,807 | $4.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 107,015 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -45.5% | 106,882 | $4.1M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -2.6% | 105,136 | $4.1M |
| CoreCommodity Management, LLC | 0.79% | Reduce -15.1% | 104,812 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +0.6% | 103,220 | $4.0M |
| AQR Capital Management | 0.01% | Reduce -23.1% | 101,380 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +50.7% | 100,705 | $3.9M |
| Hillsdale Investment Management Inc. | 0.19% | Add +0.4% | 97,800 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +10.3% | 97,424 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -89.3% | 94,312 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.8% | 89,946 | $3.5M |
| Neo Ivy Capital Management | 0.66% | Add +42.9% | 84,933 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.3% | 84,538 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | Add +7.8% | 80,260 | $3.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +11.6% | 76,908 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -5.0% | 74,465 | $2.9M |
| Tanglewood Legacy Advisors, LLC | 1.23% | No change | 74,323 | $2.9M |
| Adams Wealth Management | 0.54% | Add +15.3% | 73,275 | $2.8M |
| CacheTech Inc. | 0.53% | Add +15.3% | 73,275 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -32.5% | 71,951 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +105.2% | 68,068 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Add +4.7% | 69,069 | $2.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -37.2% | 68,800 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.8% | 68,217 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +13.6% | 67,648 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.6% | 66,383 | $2.6M |
| Vest Financial, LLC | 0.05% | Add +84.9% | 66,069 | $2.6M |
| First National Bank of Omaha | 0.16% | Reduce -0.8% | 65,269 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.0% | 65,142 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.4% | 65,062 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.0% | 64,455 | $2.5M |
| 1492 Capital Management LLC | 1.19% | Add +0.2% | 64,386 | $2.5M |
| Collar Capital Management, LLC | 2.07% | — | 64,170 | $2.5M |
| Weiss Asset Management LP | 0.08% | New | 63,601 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 60,922 | $2.4M |
| Connors Investor Services Inc. | 0.20% | Reduce -2.2% | 56,173 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 56,025 | $2.2M |
| F/m Investments LLC | 0.08% | Reduce -60.7% | 55,635 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | No change | 55,300 | $2.1M |
| Massachusetts Financial Services Co. | 0.00% | New | 54,374 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 53,810 | $2.1M |
| Aquatic Capital Management LLC | 0.05% | Reduce -44.1% | 51,771 | $2.0M |
| Quantbot Technologies LP | 0.07% | Add +102.8% | 51,505 | $2.0M |
| Ethic Inc. | 0.04% | Reduce -13.8% | 51,420 | $2.0M |
| Insight Wealth Strategies, LLC | 0.27% | Add +5.8% | 51,084 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -6.8% | 50,037 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.2% | 47,828 | $1.9M |
| LPL Financial LLC | 0.00% | Add +80.7% | 47,333 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +12.7% | 47,144 | $1.8M |
| Danske Bank A/S | 0.01% | Reduce -26.8% | 47,114 | $1.8M |
| Sendero Wealth Management, LLC | 0.27% | No change | 46,008 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.0% | 45,166 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +43.8% | 44,642 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -7.6% | 44,451 | $1.7M |
| Caption Management, LLC | 0.07% | New | 43,850 | $1.7M |
| Creative Planning | 0.00% | Reduce -32.2% | 43,076 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +4.8% | 42,920 | $1.7M |
| Centiva Capital, LP | 0.06% | Reduce -31.6% | 42,429 | $1.6M |
| Magnetar Financial LLC | 0.04% | Add +202.7% | 41,787 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Add +0.5% | 41,358 | $1.6M |
| Miller Howard Investments Inc. | 0.05% | Add +277.8% | 41,159 | $1.6M |
| De Lisle Partners LLP | 0.23% | No change | 40,000 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 39,756 | $1.5M |
| Energy Income Partners, LLC | 0.03% | Add +1.3% | 39,633 | $1.5M |
| Gotham Asset Management | 0.01% | Reduce -54.5% | 39,084 | $1.5M |
| TCI Wealth Advisors, Inc. | 0.13% | No change | 38,898 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.7% | 38,355 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | Reduce -0.0% | 35,516 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | — | 35,400 | $1.4M |
| GF Fund Management Co. LTD. | 0.03% | — | 34,913 | $1.4M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 34,482 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 34,217 | $1.3M |
| Ironwood Investment Management LLC | 0.66% | No change | 34,190 | $1.3M |
| CSS LLC | 0.24% | Reduce -27.3% | 33,671 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -0.3% | 33,533 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Add +1.7% | 33,392 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +0.3% | 33,207 | $1.3M |
| Bank of Montreal | 0.00% | Add +3.6% | 31,781 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.6% | 30,830 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 30,545 | $1.2M |
| PDT Partners, LLC | 0.10% | Reduce -49.9% | 30,230 | $1.2M |
| SIR Capital Management, L.P. | 0.12% | Reduce -93.6% | 29,974 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 29,815 | $1.2M |
| Boston Partners | 0.00% | Reduce -14.1% | 29,610 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.1% | 28,928 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.8% | 28,127 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +2.1% | 28,091 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 27,927 | $1.1M |
| Sciencast Management LP | 0.29% | New | 27,757 | $1.1M |
| Ellevest, Inc. | 0.06% | Reduce -7.5% | 27,122 | $1.1M |
| Radnor Capital Management, LLC | 0.18% | New | 27,125 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 26,951 | $1.0M |
| GTS Securities LLC | 0.05% | New | 26,874 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -7.2% | 26,713 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 26,613 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -60.4% | 25,908 | $1.0M |
| Qsemble Capital Management, LP | 0.13% | New | 24,913 | $966K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.5% | 24,834 | $963K |
| Empirical Finance, LLC | 0.06% | Add +2.5% | 24,739 | $959K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 24,685 | $957K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 24,426 | $947K |
| STRS Ohio | 0.00% | Reduce -5.9% | 24,100 | $934K |
| Blackstone Inc. | 0.00% | Reduce -5.3% | 24,034 | $932K |
| Gallo Partners, LP | 0.69% | — | 24,000 | $930K |
| Azzad Asset Management Inc. | 0.18% | Add +5.3% | 23,802 | $923K |
| Vestcor Inc | 0.03% | No change | 23,613 | $915K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -38.1% | 22,949 | $890K |
| Trust Point Inc. | 0.06% | Reduce -11.8% | 22,819 | $884K |
| Corient Private Wealth LP | 0.00% | Reduce -13.3% | 22,111 | $857K |
| Diversified Trust Co. | 0.02% | Add +16.5% | 21,776 | $844K |
| Range Financial Group LLC | 0.38% | New | 21,495 | $833K |
| Pitcairn Co. | 0.05% | Add +0.8% | 21,214 | $822K |
| Hussman Strategic Advisors, Inc. | 0.24% | New | 21,000 | $814K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.2% | 20,740 | $804K |
| CX Institutional | 0.03% | Reduce -13.0% | 20,645 | $800K |
| Aristeia Capital, L.L.C. | 0.05% | Add +105.8% | 20,271 | $786K |
| HSBC Holdings PLC | 0.00% | Reduce -13.4% | 20,226 | $784K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 19,812 | $768K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.6% | 19,731 | $765K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 19,424 | $753K |
| Sterling Capital Management LLC | 0.01% | Add +16.6% | 18,993 | $736K |
| Jump Financial, LLC | 0.02% | Add +196.5% | 18,878 | $732K |
| Ruffer LLP | 0.03% | New | 18,783 | $728K |
| Choreo, LLC | 0.01% | Reduce -4.6% | 18,634 | $717K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 17,332 | $672K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 17,186 | $666K |
| Vident Advisory, LLC | 0.01% | Reduce -8.4% | 16,505 | $640K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.8% | 16,441 | $637K |
| Sippican Capital Advisors | 0.46% | Reduce -3.4% | 16,325 | $633K |
| Inspire Advisors, LLC | 0.07% | Add +200.3% | 15,575 | $604K |
| Henshaw Capital LLC | 0.02% | No change | 15,327 | $594K |
| Algert Global LLC | 0.01% | Reduce -91.2% | 15,120 | $586K |
| Moody National Bank Trust Division | 0.06% | No change | 15,000 | $581K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -0.3% | 14,236 | $552K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.5% | 13,824 | $536K |
| Atria Investments, Inc | 0.01% | Reduce -40.8% | 13,569 | $526K |
| Oxford Asset Management LLP | 0.24% | New | 13,265 | $514K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -46.8% | 12,961 | $502K |
| Meritage Portfolio Management | 0.03% | Add +12.4% | 12,876 | $499K |
| Penserra Capital Management LLC | 0.01% | Add +44.8% | 12,547 | $486K |
| Gsa Capital Partners LLP | 0.04% | New | 12,384 | $480K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.9% | 12,214 | $473K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 12,015 | $466K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 11,970 | $464K |
| Capital Counsel LLC | 0.02% | No change | 11,905 | $461K |
| Lazard Asset Management LLC | 0.00% | Reduce -48.1% | 11,700 | $452K |
| Bailard, Inc. | 0.01% | No change | 11,609 | $450K |
| Cornercap Investment Counsel Inc. | 0.14% | No change | 11,461 | $444K |
| Summit Global Investments | 0.03% | Reduce -2.8% | 11,445 | $444K |
| Inspire Investing, LLC | 0.05% | Add +0.8% | 11,452 | $444K |
| FIL Ltd | 0.00% | New | 11,362 | $440K |
| Blair William & Co. | 0.00% | No change | 11,225 | $435K |
| Fox Run Management, L.L.C. | 0.08% | New | 11,178 | $433K |
| Texas Yale Capital Corp. | 0.02% | No change | 11,169 | $433K |
| Park Avenue Securities LLC | 0.00% | Add +22.8% | 11,049 | $428K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.9% | 10,947 | $424K |
| Cibc World Markets Corp. | 0.00% | New | 10,708 | $415K |
| MML Investors Services, LLC | 0.00% | Add +30.9% | 10,488 | $407K |
| Engineers Gate Manager LP | 0.01% | New | 10,326 | $400K |
| Intrust Bank NA | 0.04% | New | 10,229 | $396K |
| Dark Forest Capital Management LP | 0.06% | New | 9,928 | $385K |
| Readystate Asset Management LP | 0.03% | New | 9,881 | $383K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.8% | 9,603 | $372K |
| Two Sigma Securities, LLC | 0.07% | New | 9,578 | $371K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.6% | 9,410 | $365K |
| AlphaQuest LLC | 0.05% | Reduce -39.8% | 9,406 | $365K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -37.5% | 9,281 | $360K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -37.5% | 9,281 | $360K |
| DGS Capital Management, LLC | 0.09% | Reduce -16.1% | 9,150 | $355K |
| Alps Advisors Inc. | 0.00% | No change | 8,980 | $348K |
| Twinbeech Capital LP | 0.01% | New | 8,929 | $346K |
| Foster & Motley Inc. | 0.02% | New | 8,833 | $342K |
| McCarter Private Wealth Services LLC | 0.22% | No change | 8,778 | $340K |
| Prudential PLC | 0.00% | Reduce -1.3% | 8,679 | $336K |
| Simplex Trading, LLC | 0.01% | New | 8,533 | $330K |
| Fieldview Capital Management, LLC | 0.05% | — | 8,493 | $329K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -62.6% | 8,319 | $322K |
| Infrastructure Capital Advisors, LLC | 0.05% | New | 8,304 | $322K |
| Gallacher Capital Management LLC | 0.16% | Add +4.5% | 8,206 | $318K |
| Xponance LLC | 0.00% | Add +2.8% | 8,172 | $317K |
| Lee Financial Co | 0.04% | No change | 8,000 | $310K |
| SG Americas Securities, LLC | 0.00% | Reduce -42.3% | 7,972 | $309K |
| Gibbs Wealth Management | 0.08% | Add +17.1% | 7,891 | $306K |
| Petrus Trust Company, LTA | 0.03% | Reduce -28.2% | 7,870 | $305K |
| Captrust Financial Advisors | 0.00% | Add +11.7% | 7,862 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 7,683 | $298K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 7,595 | $294K |
| Shell Asset Management Co. | 0.01% | Reduce -0.2% | 7,594 | $294K |
| Cim Investment Management Inc. | 0.09% | No change | 7,581 | $294K |
| Quadrant Capital Group LLC | 0.02% | Reduce -9.7% | 7,560 | $293K |
| CIBC Asset Management Inc | 0.00% | New | 7,539 | $292K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.9% | 6,823 | $291K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.1% | 7,414 | $287K |
| 111 Capital | 0.06% | — | 7,238 | $281K |
| Caprock Group, LLC | 0.01% | Reduce -1.6% | 7,234 | $280K |
| National Bank of Canada | 0.00% | Add +7.6% | 6,975 | $270K |
| Principal Securities, Inc. | 0.01% | Reduce -1.2% | 6,951 | $269K |
| Quantinno Capital Management LP | 0.00% | Add +6.4% | 6,718 | $260K |
| Proficio Capital Partners LLC | 0.02% | New | 6,606 | $256K |
| Tidal Investments LLC | 0.00% | Reduce -40.7% | 6,592 | $256K |
| Stonehearth Capital Management, LLC | 0.10% | Reduce -9.5% | 6,528 | $253K |
| AIA Group Ltd | 0.01% | New | 6,503 | $252K |
| Oakworth Capital, Inc. | 0.02% | New | 6,408 | $248K |
| Profund Advisors LLC | 0.01% | Add +4.6% | 6,383 | $247K |
| CFM Wealth Partners LLC | 0.04% | No change | 6,277 | $243K |
| Heritage Family Offices, LLP | 0.12% | Add +13.2% | 6,237 | $242K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.4% | 6,037 | $234K |
| Guggenheim Capital LLC | 0.00% | Reduce -45.6% | 5,888 | $228K |
| Evergreen Capital Management LLC | 0.01% | Reduce -24.3% | 5,866 | $227K |
| Syon Capital LLC | 0.02% | New | 5,726 | $222K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.1% | 5,704 | $221K |
| Cibc World Market Inc. | 0.00% | Reduce -1.5% | 5,690 | $221K |
| Praxis Investment Management Inc. | 0.01% | Reduce -82.1% | 5,650 | $219K |
| QRG Capital Management, Inc. | 0.00% | Reduce -16.5% | 5,633 | $218K |
| Truist Financial Corp. | 0.00% | Add +3.5% | 5,565 | $216K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,738 | $214K |
| Corton Capital Inc. | 0.12% | New | 5,486 | $213K |
| Portside Wealth Group, LLC | 0.04% | Add +9.6% | 5,482 | $212K |
| GAMMA Investing LLC | 0.02% | Reduce -23.2% | 5,426 | $210K |
| Hilltop Holdings Inc. | 0.01% | New | 5,395 | $209K |
| Numerai GP LLC | 0.06% | New | 5,360 | $208K |
| King Luther Capital Management Corp. | 0.00% | Reduce -31.1% | 5,304 | $206K |
| KBC Group NV | 0.00% | Add +46.2% | 4,854 | $188K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +64.5% | 4,730 | $183K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 4,593 | $178K |
| Smartleaf Asset Management LLC | 0.02% | Add +517.9% | 4,140 | $159K |
| Plato Investment Management Ltd | 0.01% | No change | 3,863 | $150K |
| Signaturefd, LLC | 0.00% | Add +2.7% | 2,885 | $112K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 2,805 | $109K |
| Cetera Trust Company, N.A | 0.06% | Reduce -19.7% | 2,440 | $95K |
| CI Investments Inc. | 0.00% | Reduce -15.5% | 2,398 | $93K |
| Bayforest Capital Ltd | 0.12% | — | 2,389 | $93K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 2,241 | $87K |
| Global Retirement Partners, LLC | 0.00% | Add +51.0% | 2,179 | $84K |
| Walleye Trading LLC | 0.00% | Reduce -74.2% | 2,159 | $84K |
| Archer Investment Corp | 0.02% | No change | 1,950 | $76K |
| Legacy Investment Solutions, LLC | 0.04% | Reduce -9.1% | 1,734 | $65K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -9.1% | 1,734 | $65K |
| R Squared Ltd | 0.06% | — | 1,570 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,531 | $59K |
| GW&K Investment Management, LLC | 0.00% | Reduce -19.6% | 1,456 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,400 | $54K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.8% | 1,254 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.3% | 1,189 | $46K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 1,097 | $43K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 990 | $38K |
| Fifth Third Bancorp | 0.00% | Add +3.7% | 943 | $37K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +13.7% | 841 | $33K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.5% | 769 | $30K |
| UMB Bank, n.a. | 0.00% | Reduce -10.3% | 750 | $29K |
| Lindbrook Capital, LLC | 0.00% | Reduce -11.2% | 668 | $26K |
| Huntington National Bank | 0.00% | Add +14.3% | 657 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 608 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.5% | 600 | $23K |
| Byrne Asset Management LLC | 0.02% | Reduce -30.8% | 540 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Add +64.9% | 493 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.8% | 487 | $19K |
| Covestor Ltd | 0.01% | Add +0.4% | 476 | $18K |
| Clearstead Advisors, LLC | 0.00% | No change | 417 | $16K |
| EnRich Financial Partners LLC | 0.01% | No change | 400 | $16K |
| Realta Investment Advisors | 0.01% | Add +38.7% | 362 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +9.1% | 372 | $14K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 360 | $14K |
| Bessemer Group Inc. | 0.00% | Add +60.3% | 327 | $13K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 310 | $12K |
| Fortitude Family Office, LLC | 0.00% | Reduce -13.1% | 298 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +92.7% | 289 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -77.2% | 234 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 231 | $9K |
| Richardson Financial Services Inc. | 0.01% | Reduce -44.4% | 228 | $9K |
| WealthCollab, LLC | 0.01% | No change | 225 | $9K |
| Allworth Financial LP | 0.00% | Reduce -29.4% | 197 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -9.3% | 195 | $8K |
| Addison Advisors LLC | 0.00% | Reduce -55.1% | 191 | $7K |
| Park Square Financial Group, LLC | 0.01% | — | 185 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -1.2% | 162 | $6K |
| Quarry LP | 0.00% | New | 141 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 132 | $5K |
| Assetmark, Inc. | 0.00% | Add +155.3% | 120 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 118 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +489.5% | 112 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 101 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.9% | 100 | $4K |
| Brooklyn Investment Group | 0.00% | New | 95 | $4K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 93 | $4K |
| Leonteq Securities AG | 0.00% | Reduce -96.7% | 85 | $3K |
| Headlands Technologies LLC | 0.00% | Reduce -93.4% | 80 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $3K |
| Hemington Wealth Management | 0.00% | Add +67.3% | 87 | $3K |
| LRI Investments, LLC | 0.00% | No change | 75 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 72 | $3K |
| CVA Family Office, LLC | 0.00% | Add +173.1% | 71 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -30.1% | 58 | $2K |
| Quent Capital, LLC | 0.00% | No change | 54 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.3% | 50 | $2K |
| Arax Advisory Partners | 0.00% | Add +73.1% | 45 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 42 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +11.8% | 38 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -63.6% | 40 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 38 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 35 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 33 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 30 | $1K |
| Creative Financial Designs Inc. | 0.00% | New | 29 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $1K |
| Avion Wealth | 0.00% | Reduce -22.9% | 37 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 29 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $969 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -87.4% | 22 | $853 |
| SBI Securities Co., Ltd. | 0.00% | — | 21 | $814 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $659 |
| Concord Wealth Partners | 0.00% | No change | 16 | $620 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $543 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 10 | $388 |
| Cornerstone Planning Group LLC | 0.00% | New | 8 | $318 |
| Abound Wealth Management | 0.00% | No change | 8 | $311 |
| Global Financial Private Client, LLC | 0.00% | New | 8 | $310 |
| Transce3nd, LLC | 0.00% | — | 7 | $271 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $194 |
| Avior Wealth Management, LLC | 0.00% | Reduce -94.3% | 5 | $193 |
| MV Capital Management, Inc. | 0.00% | Add +200.0% | 3 | $117 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $39 |
| Activest Wealth Management | 0.00% | New | 1 | $39 |
| Capital Advisors, Ltd. 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.