SM EnergySM
13F holders, Q1 2025 (March 31)404holders −22
63new positions
84sold out
9famous investors
$29.95avg. 13F price*
At the end of Q1 2025, 404 institutions reported holding SM Energy Co. (SM) in their 13F filings, down 22 from Q4 2024. 63 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($530.4M), Vanguard Group Inc. ($457.3M) and State Street Corp. ($190.2M). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $149.2M |
| Exits | 84 | $270.1M |
All 13F filers, Q4 2024 → Q1 2025: 15,972,382 shares bought and 15,271,086 shares sold, net +701,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 17,708,263 | $530.4M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 15,269,443 | $457.3M |
| State Street Corp. | 0.01% | Add +3.9% | 6,349,130 | $190.2M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -3.7% | 6,307,316 | $188.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.9% | 4,267,125 | $127.8M |
| American Century Companies Inc. | 0.07% | Add +6.2% | 3,909,004 | $117.1M |
| Westwood Holdings Group Inc. | 0.73% | Add +51.4% | 3,207,245 | $96.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 2,692,176 | $80.6M |
| Macquarie Group Ltd. | 0.09% | Add +2.5% | 2,478,583 | $74.2M |
| Citadel Advisors | 0.07% | Add +48.4% | 2,417,082 | $72.4M |
| Millennium Management | 0.06% | Add +443.0% | 1,884,536 | $56.4M |
| Invesco Ltd. | 0.01% | Add +169.4% | 1,873,860 | $56.1M |
| River Road Asset Management, LLC | 0.72% | Reduce -0.6% | 1,758,090 | $52.7M |
| First Trust Advisors LP | 0.04% | Reduce -39.7% | 1,617,494 | $48.4M |
| Channing Capital Management, LLC | 1.41% | Add +33.5% | 1,558,569 | $46.7M |
| HITE Hedge Asset Management LLC | 2.73% | New | 1,469,289 | $44.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 1,398,391 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 1,292,590 | $38.7M |
| Congress Asset Management Co. | 0.28% | Add +15.8% | 1,259,627 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 1,232,104 | $36.9M |
| Palisade Capital Management, LP | 1.20% | Add +45.5% | 1,226,895 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.3% | 1,182,465 | $35.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 1,017,698 | $30.5M |
| Bank of America Corp. | 0.00% | Add +83.7% | 939,540 | $28.1M |
| Fisher Asset Management | 0.01% | Add +66.0% | 861,876 | $25.8M |
| New York State Common Retirement Fund | 0.04% | New | 846,844 | $25.4M |
| Frontier Capital Management Co. LLC | 0.27% | Reduce -31.7% | 831,331 | $24.9M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -39.5% | 710,865 | $21.3M |
| William Blair Investment Management, LLC | 0.06% | Reduce -4.4% | 701,437 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -4.3% | 687,863 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 653,705 | $19.6M |
| Jane Street Group, LLC | 0.03% | Add +498.7% | 639,882 | $19.2M |
| Nuveen, LLC | 0.01% | — | 631,370 | $18.9M |
| Tributary Capital Management, LLC | 1.53% | Add +4.5% | 583,013 | $17.5M |
| Wedge Capital Management L L P | 0.34% | Add +4.0% | 582,370 | $17.4M |
| Alyeska Investment Group, L.P. | 0.06% | New | 522,974 | $15.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.2% | 516,649 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.3% | 510,121 | $15.3M |
| Sei Investments Co. | 0.02% | Add +14.7% | 506,650 | $15.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.3% | 499,854 | $15.0M |
| LSV Asset Management | 0.03% | Add +37.9% | 462,291 | $13.8M |
| Panagora Asset Management Inc. | 0.07% | Add +38.4% | 461,618 | $13.8M |
| UBS Group AG | 0.00% | Reduce -2.7% | 461,044 | $13.8M |
| Kennedy Capital Management LLC | 0.32% | Add +50.3% | 448,609 | $13.4M |
| Aberdeen Group plc | 0.03% | Add +16.9% | 446,759 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Add +272.7% | 433,834 | $13.0M |
| Glenmede Trust Co. NA | 0.07% | Reduce -2.8% | 423,994 | $12.7M |
| Public Sector Pension Investment Board | 0.05% | Add +42.2% | 405,332 | $12.1M |
| Rhumbline Advisers | 0.01% | Add +2.3% | 402,867 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +0.7% | 388,639 | $11.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +34.7% | 383,299 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.1% | 375,916 | $11.3M |
| Magnetar Financial LLC | 0.15% | Add +730.4% | 346,986 | $10.4M |
| Twinbeech Capital LP | 0.18% | Add +3635.6% | 333,550 | $10.0M |
| FMR LLC | 0.00% | Reduce -2.5% | 330,124 | $9.9M |
| GMO | 0.03% | Add +38.2% | 329,105 | $9.9M |
| Corigliano Investment Advisers, LLC | 4.39% | New | 328,983 | $9.9M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 328,942 | $9.9M |
| HRT Financial LP | 0.06% | New | 308,757 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -40.1% | 298,924 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +1363.8% | 284,339 | $8.5M |
| First Eagle Investment Management, LLC | 0.02% | Add +15.3% | 277,303 | $8.3M |
| Citigroup Inc. | 0.01% | Add +0.1% | 271,302 | $8.1M |
| Royce & Associates LP | 0.09% | Add +16.1% | 270,060 | $8.1M |
| Jain Global LLC | 0.15% | New | 242,750 | $7.3M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 221,600 | $6.6M |
| Prudential Financial Inc. | 0.01% | Add +77.7% | 221,306 | $6.6M |
| Foundry Partners, LLC | 0.35% | Add +11.4% | 218,150 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.4% | 217,643 | $6.5M |
| ExodusPoint Capital Management, LP | 0.08% | New | 211,719 | $6.3M |
| California Public Employees Retirement System | 0.00% | Reduce -0.3% | 207,815 | $6.2M |
| Freestone Grove Partners LP | 0.06% | New | 202,823 | $6.1M |
| Jupiter Asset Management Ltd. | 0.06% | Reduce -35.9% | 199,362 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +114.1% | 192,565 | $5.8M |
| Barclays PLC | 0.00% | Reduce -24.7% | 191,935 | $5.7M |
| Pekin Hardy Strauss, Inc. | 0.68% | Add +8.2% | 186,715 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +77.7% | 178,950 | $5.4M |
| Rafferty Asset Management, LLC | 0.02% | Add +11.8% | 175,413 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.2% | 175,061 | $5.2M |
| Denali Advisors LLC | 0.59% | Add +53.1% | 172,344 | $5.2M |
| Aventail Capital Group, LP | 0.25% | Reduce -33.0% | 167,504 | $5.0M |
| Peregrine Capital Management LLC | 0.16% | Add +31.7% | 162,849 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -70.4% | 161,825 | $4.8M |
| Evoke Wealth, LLC | 0.12% | Reduce -3.1% | 148,207 | $4.4M |
| Caxton Associates LLP | 0.15% | — | 147,041 | $4.4M |
| AQR Capital Management | 0.00% | Add +43.9% | 145,922 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 138,570 | $4.2M |
| Moody Aldrich Partners LLC | 0.85% | Add +2.1% | 135,058 | $4.0M |
| CW Advisors, LLC | 0.05% | Add +13.9% | 132,782 | $4.0M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -13.4% | 128,907 | $3.9M |
| Man Group plc | 0.01% | Reduce -36.7% | 124,572 | $3.7M |
| Intech Investment Management LLC | 0.04% | Add +0.6% | 123,349 | $3.7M |
| Comerica Bank | 0.01% | Reduce -2.8% | 116,055 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -1.2% | 110,338 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 105,452 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +1.4% | 104,654 | $3.1M |
| Townsquare Capital LLC | 0.03% | Reduce -75.0% | 104,202 | $3.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.4% | 103,152 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.4% | 102,906 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -3.8% | 101,173 | $3.0M |
"% of holder's portfolio" is SM's weight in each manager's 13F, not the share of SM Energy Co. the manager owns.